Microsoft Dynamics 365 Business Central Fundamentals Training Course
Microsoft Dynamics 365 Business Central is a cloud-based, integrated business management solution that enables small and medium-sized enterprises to automate and link their financial, sales, service, and operational processes. Built on the Dynamics 365 platform, it offers extensive customisation capabilities to address specific business requirements. Key functionalities encompass financial management, supply chain management, project management, and customer relationship management. Furthermore, it seamlessly integrates with other Microsoft ecosystems, such as Office 365 and Power BI, to enhance capabilities. Ultimately, Business Central provides a robust and adaptable solution for businesses seeking to streamline operations and foster growth.
Target Audience:
The Microsoft Dynamics 365 Business Central Fundamentals course is designed for small and medium-sized businesses operating in diverse sectors, including manufacturing, retail, professional services, and construction. It assists these organisations in unifying their financial, sales, service, and operational data onto a single platform. Additionally, the course is ideal for professionals responsible for the implementation and maintenance of the system within their organisation, such as business administrators, finance managers, project managers, and customer service personnel.
Learning Objectives:
- Comprehend the overall functionality and capabilities of the system, including its role in automating and linking financial, sales, service, and operational processes.
- Navigate the system effectively and perform essential tasks such as creating and managing financial records, overseeing inventory, and processing sales orders.
- Understand how to tailor the system to meet specific business needs, including setting up users and roles, designing custom fields and forms, and establishing workflows.
- Utilise and leverage integrations with other Microsoft products, such as Office 365 and Power BI.
- Identify and resolve common issues that may arise during system usage.
- Provide training and support to other users within the organisation.
- Gain insight into the security and compliance aspects of the system.
- Understand the various licensing options available for Microsoft Dynamics 365 Business Central.
Course Outline
Module 1: Explore the core capabilities of Dynamics 365 Business Central
Lesson 1: Introduction to Business Central
Lesson 2: Generating reports and integrating with Business Central
Module 2: Learn the fundamentals of Finance in Business Central
Lesson 1: Exploring the general ledger in Microsoft Dynamics 365 Finance
- Charts of Accounts
- Understanding Financial Dimensions concepts
Lesson 2: Exploring accounts payable and accounts receivable
- Processing and administering the purchase cycle
- Processing and administering the sales cycle
Lesson 3: Exploring fixed asset management
- Fixed Asset lifecycle
Module 3: Learn the fundamentals of Supply Chain Management
- Definitions of BOM, Routing, and Planning
- Creating Production orders
- Creating Service items
Module 4: Learn the fundamentals of Human Resources
Lesson 1: Creating Resources
Lesson 2: Managing Resource Capacity and Availability
Requirements
- Foundational knowledge of accounting and financial management principles, such as debits and credits, account balances, and financial statements.
- Familiarity with core business management concepts, including customer relationship management and supply chain management.
- Basic computer proficiency, including experience with Microsoft Office applications like Excel and Outlook.
- Experience with web-based applications and cloud-based software.
- Basic knowledge of SQL is advantageous.
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