I. Overview:

Built and optimized for small and medium businesses, Dynamics 365 Business Central is an application for companies that have outgrown their entry-level business applications. Growing businesses often outgrow their basic accounting software or legacy enterprise resource planning (ERP) systems that are unable to handle increased inventory and transactions, lack integration with other line-of-business systems, and have reporting limitations. Businesses are also challenged with the logistics of providing services that have more scalability, increased mobility, and availability in the cloud. With Business Central, you can manage your financials, automate and secure your supply chain, sell smarter, improve customer service and project performance, and optimize your operations.

II. Duration: 40 hours (5 days)

III. Intended Audience:

Candidates for this course are functional consultants who implement core application setup processes for small and medium businesses. They implement and configure Microsoft Dynamics 365 Business Central including setting up core functionality and modules and migrating data to Business Central. Candidates configure the application in collaboration with the implementation team to provide the business with manageability and ease of use. They may configure role centers including adapting insights, cues, action tiles, reports, charts, and extend Business Central by using Power Platform components. Candidates have applied knowledge of meeting business needs by using Business Central, including basic understanding of financial management, sales, purchasing, and inventory. Candidates for this exam typically specialize in one or more feature sets of Business Central. They understand the role of Business Central in relationship to the Microsoft 365 and Dynamics 365 suites of applications.

IV. Prerequisites:

• Basic understanding of Business Central, Microsoft 365, and Outlook

V. Course outlines:

1. Deploy and configure Microsoft Dynamics 365 Business Central

• Administer Dynamics 365 Business Central online: Learn how to administer your Business Central environment and tenants, from joining the Cloud Solution Provider program to configuring monitoring.
• Create new companies in Business Central: Learn how to create and set up new companies efficiently in Business Central.
• Migrate data to Business Central: After creating a new company, you can migrate your data to Business Central.
• Migrate on-premises data to Dynamics 365 Business Central: Are you looking to move to the cloud and easily migrate to Business Central online? This module covers how you can use the built-in migration tools to migrate data to Business Central online from specific product versions.
• Manage users and implement security in Dynamics 365 Business Central: Learn how to manage users and implement security in Business Central.
• Set up email in Dynamics 365 Business Central: Learn how to set up accounts, compose and send email messages, attach documents, assign scenarios, send sales documents, and check the outbox and sent emails in Business Central.
• Integrate Dynamics 365 Business Central with Outlook: Learn how to integrate Business Central with Outlook to send email to your users.
• Integrate Dynamics 365 Business Central with Teams: Need to integrate Microsoft Dynamics 365 Business Central with Teams? This module gives you an overview of what you can do as developer to customize how to display Business Central data in Teams channels and chats. Business Central offers an app that connects Microsoft Teams to your business data in Business Central. So users can quickly share details with other team members and respond faster to inquiries.
• Create workflows in Dynamics 365 Business Central: You can set up and use workflows to connect business-process tasks that are performed by different users. To use workflows in Business Central, you must set up and enable workflows, set up workflow users, and specify how users receive notifications.
• Use approval workflows in Dynamics 365 Business Central: This module uses the purchase order approval workflow as an example to show you how to use workflow templates that are included in Microsoft Dynamics 365 Business Central to create new approval workflows.

2. Use journals in Microsoft Dynamics 365 Business Central

• Set up general journal templates in Dynamics 365 Business Central: With general journals, users can enter data in general ledger accounts and other accounts, such as customer, vendor, and bank accounts. This module will focus on how to set up general journal templates and batches.
• Create and process journal entries in Dynamics 365 Business Central: If you want to know how to use general journals, then this module can help. This module explains how to use general journals to post information into the general ledger and other accounts. You can also use the general journal to post cost allocations and other adjustments to the accounts, and then you can reverse and correct entries that are incorrect.
• Post periodic journal entries in Dynamics 365 Business Central: When you frequently need to enter the same journal postings, Dynamics 365 Business Central provides recurring journals so you can post journal lines on a recurring basis. Additionally, when you use recurring journals, you can post cost allocations by using allocation keys that are based on amounts or percentages.
• Use general ledger allocations in Business Central: This module discusses how to allocate costs and revenues to multiple accounts. You can create fixed or variable allocation accounts to allocate amounts to general ledger accounts.

3. Build reports for Microsoft Dynamics 365 Business Central

• Introduction to report components in Dynamics 365 Business Central: Do you want to know how to start creating reports for Business Central? If so, this module will explain the different components that a typical report consists of.
• Use the report design process in Dynamics 365 Business Central: Do you want to learn about the report design process for Microsoft Dynamics 365 Business Central? If so, this module will explain the different steps that are involved in creating a report.
• Design the data model of a report in Dynamics 365 Business Central: Do you want to learn how to build the data model for a report in Microsoft Dynamics 365 Business Central? This module will discuss the different components of a report data model.
• Add a layout to a report in Dynamics 365 Business Central: Do you want to learn how to add a layout to a report in Microsoft Dynamics 365 Business Central? In this module, you'll learn about the client report definition (RDLC) layout and Word layout formats and how to create them.
• Complete the report request page in Dynamics 365 Business Central: Do you want to learn how to complete the report request page for a report in Business Central? In this module, you'll learn about the report request page and how to create it.
• Add reports to Tell Me and substitute a report in Dynamics 365 Business Central: Do you want to learn how to add reports to Tell Me and substitute a report in Microsoft Dynamics 365 Business Central? In this module, you'll learn how to add reports to Tell Me and how to substitute a report.
• Use report triggers, functions, and processing-only reports in Dynamics 365 Business Central: Do you want to learn how to work with report triggers and functions in Microsoft Dynamics 365 Business Central? In this module, you'll learn how to create processing-only reports and how to use the report triggers and functions.
• Implement multilingual reports in Dynamics 365 Business Central: Do you want to learn how to make your reports multilingual in Microsoft Dynamics 365 Business Central? In this module, you'll learn how to generate a report in the language of the user or the recipient.
• Work with reports in Dynamics 365 Business Central: In this module, you'll learn how to work with reports in Dynamics 365 Business Central and the difference between preview, run, email, and print.
• Analyze list data using data analysis mode in Business Central: With data analysis mode in Dynamics 365 Business Central, you can analyze data directly from the page without needing to run a report or switch to another application like Excel.
• Extend reports in Dynamics 365 Business Central: Do you want to learn how to extend reports in Microsoft Dynamics 365 Business Central? In this module, you'll learn how to extend reports.

4. Develop using Power Apps and Power Automate for Dynamics 365 Business Central

• Introduction to Microsoft Power Platform and Business Central: Do you want to use Microsoft Power Platform with Business Central? This module focuses on the business value and product capabilities of Microsoft Power Platform when you use it with Business Central.
• Create a canvas app based on Business Central data: Do you want to create a canvas app using Business Central data? This module focuses on how to create canvas app using Business Central data and how to customize the created app.
• Use Power Automate with Business Central: Do you want to configure workflows in Business Central? This module will focus on how to build workflows with Power Automate based on Business Central data and how to embed them in Business Central as well.
• Use model-driven apps and Dataverse with Business Central: This module focuses on the building blocks of Dataverse and model-driven apps as well as using them together with Business Central.
• Create a custom connector to extend Microsoft Power Platform functionalities with Business Central: Do you need to create custom connectors for Business Central? Use this module to find out the details of creating custom connectors.

5. Configure sales and purchasing in Microsoft Dynamics 365 Business Central

• Introduction to integrating Dataverse with Dynamics 365 Business Central: If you want to use Dataverse with Dynamics 365 Business Central, this module introduces the basic concepts to help you get started.
• Get started with the Shopify connector in Dynamics 365 Business Central: Explore the main features of the Shopify connector in Dynamics 365 Business Central. With the Shopify connector, you can import Shopify sales orders. To get started, it's important to become familiar with the main features of Shopify and how to create a Shopify account.
• Set up cash management in Dynamics 365 Business Central: Cash management in Dynamics 365 Business Central is used to manage a company's bank accounts. Before you can start processing bank transactions, you should first set up cash management by creating bank accounts and journals.
• Set up the chart of accounts in Dynamics 365 Business Central: Do you want to know how to set up the chart of accounts in Business Central? This module will focus on managing the chart of accounts. The Chart of Accounts list provides quick access to G/L accounts and balances, and the budgets feature provides a comparison between actual amounts and budgeted amounts by using a combination of G/L accounts, periods, and dimensions.
• Work with pages in Dynamics 365 Business Central: Do you want to create new pages in Business Central that have the same appearance as existing pages? This module focuses on how to create new pages. It will also show you how to enable users to search for specific pages.
• Create purchase documents in Dynamics 365 Business Central: Do you need to create purchase documents like blanket orders, orders, and invoices? This module provides basic information that you should know to create these purchase documents in Business Central.
• Processing vendor invoices in Dynamics 365 Business Central: Do you want to know how to process vendor invoices in Business Central? If so, this module explains how to invoice from a purchase order, how to post an invoice for multiple receipts, and how to defer expenses to future periods.
• Create sales documents in Dynamics 365 Business Central: Do you need to create sales documents like quotes, orders, and invoices? This module provides basic information you should know to create these documents in Dynamics 365 Business Central.
• Invoicing customers in Dynamics 365 Business Central: Do you want to know how to invoice customers in Business Central? This module explains how to invoice from a sales order and invoice multiple shipments. Also, you will find out how to use deferrals in a sales invoice and how to include payment services.
• Perform a bank reconciliation in Dynamics 365 Business Central: Do you want to find out how to reconcile bank accounts in Dynamics 365 Business Central? If so, then this module is for you. The bank reconciliation feature is used to check the bank ledger entries and the balance on the accounts against the statement from the bank.

6. Reconcile bank accounts in Microsoft Dynamics 365 Business Central

• Perform a bank reconciliation in Dynamics 365 Business Central: Do you want to find out how to reconcile bank accounts in Dynamics 365 Business Central? If so, then this module is for you. The bank reconciliation feature is used to check the bank ledger entries and the balance on the accounts against the statement from the bank.
• Set up payment reconciliation journals in Dynamics 365 Business Central: Do you want to know how to set up payment reconciliation journals in Dynamics 365 Business Central? This module will focus on how to set up payment reconciliation journals. It also explains how to modify payment application rules to automatically apply payment lines.
• Use the payment reconciliation journal in Dynamics 365 Business Central: Do you want to discover how to use payment reconciliation journals in Business Central? If so, then follow this module, which shows how to use the payment reconciliation journal to import bank statements and automatically match payments. This module also explains how you can post and reconcile the payment lines.

7. Set up financial management in Microsoft Dynamics 365 Business Central

• Set up general ledger configuration options in Dynamics 365 Business Central: The General Ledger Setup page is where you specify a default setting for the general ledger and other application areas. General ledger setup must be completed for each company that is set up in Business Central.
• Set up number series and trail codes in Dynamics 365 Business Central: Do you need to set up number series for documents, journals, and other records? This module explains how to set up number series and how to number documents, journals, and master data. Additionally, it shows you how to create and use source codes and reason codes in Dynamics 365 Business Central.
• Set up posting groups in Dynamics 365 Business Central: Do you want to know what posting groups do and how they're used in Business Central? This module will explain what posting groups are and what they're used for in Dynamics 365 Business Central. Additionally, this module focuses on showing you how to set up posting groups to create links between accounts in the different application areas to the G/L accounts in the General Ledger application area.
• Set up dimensions in Dynamics 365 Business Central: If you are responsible for financial reporting, then follow along with this module to learn how to set up dimensions. Dimensions are used to group posted entries for reporting purposes. Dimensions can be used throughout Business Central on entries in journals, documents, and budgets. Additionally, dimensions offer more extensive analysis and reporting functionalities.
• Set up the chart of accounts in Dynamics 365 Business Central: Do you want to know how to set up the chart of accounts in Business Central? This module will focus on managing the chart of accounts. The Chart of Accounts list provides quick access to G/L accounts and balances, and the budgets feature provides a comparison between actual amounts and budgeted amounts by using a combination of G/L accounts, periods, and dimensions.

8. Get started with Trade in Microsoft Dynamics 365 Business Central

• Work with Trade master data in Microsoft Dynamics 365 Business Central: Learn about the master data that is important when you work with Trade in Business Central. This module also provides an overview of items, customers, and vendors.
• Set up Trade in Microsoft Dynamics 365 Business Central: Do you plan on using Trade in Business Central? If so, this module explains how you can set up the Trade application area in Business Central and how to create locations.

9. Process customer and vendor payments in Microsoft Dynamics 365 Business Central

• Set up cash management in Dynamics 365 Business Central: Cash management in Dynamics 365 Business Central is used to manage a company's bank accounts. Before you can start processing bank transactions, you should first set up cash management by creating bank accounts and journals.
• Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central: Do you want to know how to manually process customer payments in Business Central? If so, then this module is for you. This module will focus on how to enter payments manually in the cash receipt journal and payment journal, and it will also explain how to apply payments.
• Suggest vendor payments in Dynamics 365 Business Central: Do you need to prepare vendor payments? If so, follow along with this module to discover how to process open vendor ledger entries and create payment suggestions based on criteria such as due dates and vendor priorities. This module also describes the available options to pay vendors.
• Use checks to pay vendors in Dynamics 365 Business Central: Do you want to know how to pay vendors by using checks? This module focuses on how to enter payment lines for manual checks, how to print computer checks, and how to financially void a check.

10. Get started with inventory management in Microsoft Dynamics 365 Business Central

• Create items in Dynamics 365 Business Central: Do you want to know how to create items in Business Central? This module explains how to set up inventory items, and items of the type service and non-inventory items.
• Adjust inventory in Dynamics 365 Business Central: Do you want to learn how to adjust inventory and count items? This module explains how you can use the item journals to adjust, count, and reclassify items.

11. Set up warehouse management in Microsoft Dynamics 365 Business Central

• Get started with warehouse management in Dynamics 365 Business Central: Do you want to discover the options that you have to use warehouse management in Microsoft Dynamics 365 Business Central? Take this module to discover how companies could benefit from using warehouse management in Business Central.
• Set up zones and bins in Dynamics 365 Business Central: Do you want to know how to set up zones and bins in Microsoft Dynamics 365 Business Central? This module explains how to set up zones with default warehouse parameters and use them to set up bins.
• Create new bins in Dynamics 365 Business Central: Do you want to know how you can create new bins in Business Central? This module explores the bin creation worksheets to create multiple bins at once.
• Set up put-away templates in Dynamics 365 Business Central: Do you want to learn how to set up put-away rules in Business Central? This module discusses how to create put-away templates that contain the rules that the program applies when you're putting away items.
• Configure bins on the location card in Dynamics 365 Business Central: Do you need to set up default bins for your warehouse processes? This module shows how to configure bins on the location card.
• Prepare warehouse management for item tracking in Dynamics 365 Business Central: Do you want to know how to use serial numbers and lot numbers in the warehouse? This module explains how to enable item tracking in the warehouse.

12. Sell items and services in Microsoft Dynamics 365 Business Central

• Create sales documents in Dynamics 365 Business Central: Do you need to create sales documents like quotes, orders, and invoices? This module provides basic information you should know to create these documents in Dynamics 365 Business Central.
• Ship and invoice items in Dynamics 365 Business Central: Do you want to know how to ship items and invoice sales documents in Business Central? This module will focus on how to ship items to customers, and how to invoice items and services to customers.
• Manage sales price lists in Dynamics 365 Business Central: Set up flexible pricing strategies to help attract and maintain customers. You can set up individual price agreements with large companies, set standard default prices, apply pricing agreements to groups of customers, or price items to reduce unwanted inventory and support marketing campaigns.
• Manage sales prices in Dynamics 365 Business Central: If you're responsible for managing item sales prices, complete this module about how to set up and maintain sales prices for items. It provides an overview of the conditions that can be uses for special prices and how to target individual customers or customer groups. It also explains how to use special prices in sales quotes and sales orders.
• Set up discounts for your customers in Dynamics 365 Business Central: Do you offer sales discounts? This module focuses on how to set up and use sales discounts in Business Central.
• Promising sales order delivery in Dynamics 365 Business Central: Do you want to calculate item delivery dates? This module will focus on sales order promising. It explains the date fields on sales orders and the relationships between them, with the primary objective to calculate item delivery dates.

13. Work with the Microsoft Dynamics 365 Business Central user interface

• User interface essentials in Dynamics 365 Business Central: Understanding the user interface is essential to the efficient use of Business Central. This module shows you the components and possibilities of the Business Central interface.
• Personalize the Microsoft Dynamics 365 Business Central user interface: The user interface for Business Central can be optimized for personal use. This module explains and demonstrates the personalization options that are available to users.
• Use alternative interfaces for Dynamics 365 Business Central: The modern user interface experience for Business Central isn't limited to the web client. Business Central comes with smartphone, tablet, and Outlook interfaces.

14. Set up Microsoft Dynamics 365 Business Central for reporting

• Change how documents look in Business Central: Find out how to customize document layouts and reports in Business Central to follow your company's guidelines and preferences.
• Configure Business Central for Excel and Power BI: Make Business Central data available for easy reporting with Excel and intelligent analysis with Power BI.

15. Work like a pro with data in Business Central

• Explore and modify information in Business Central: You work with different types of data in Business Central. Each type of data has its own possibilities and restrictions. This module shows you all the different types of data and fields and how to use them. It also shows you how you can change and add data.
• Search, filter, sort, and select data in Business Central: Searching for data is a frequent action in a business solution. Finding your data is crucial to the user experience. Understanding how to search makes all the difference. This module explains how to find your data efficiently.
• Master, supplemental and personal data in Business Central: Business Central is a modern business platform that handles core business processes like sales, purchases, stock, and finance. All these core domains include master and supplemental data. This module explores and lists the most important and frequently used data and describes how to handle personal data.

16. Purchase items and services in Microsoft Dynamics 365 Business Central

• Create purchase documents in Dynamics 365 Business Central: Do you need to create purchase documents like blanket orders, orders, and invoices? This module provides basic information that you should know to create these purchase documents in Business Central.
• Receive and invoice items in Dynamics 365 Business Central: Do you want to know how to receive and invoice purchase documents in Business Central? This module will focus on how to receive items from vendors and how to process purchase invoices.
• Set up purchase prices and discounts in Dynamics 365 Business Central: Do you need to set up item purchase prices and item discounts? If so, then follow along with this module, which will show you how. Additionally, this module provides an overview of the conditions that can be used for special prices. You'll also learn how to set up and use purchase discounts.
• Post purchase item charges in Dynamics 365 Business Central: Do you want to know how to process additional direct item costs, such as freight, in Business Central? This module shows how to process item charges in Business Central and how these charges affect the direct unit cost of an item.
• Estimate purchase order receipt dates in Dynamics 365 Business Central: Do you want to estimate purchase order receipt dates? This module provides an overview of the date fields on purchase orders and explains the relationships between them.

17. Return items in Microsoft Dynamics 365 Business Central

• Set up returns management in Dynamics 365 Business Central: Do you need to handle sales and purchase returns? In this module, learn how to set up returns management in Dynamics 365 Business Central.
• Manage customer returns in Dynamics 365 Business Central: Do you need to learn how Business Central handles sales returns? Learn how to enter return agreements and process and post return documents. You'll learn about return orders, and how to enter replacement items on a sales return order.
• Manage returns to vendors in Dynamics 365 Business Central: Do you need to return items to a vendor? This module focuses on how to process returns to vendors.

18. Assemble items in Microsoft Dynamics 365 Business Central

• Set up assembly management in Dynamics 365 Business Central: Do you assemble items? This module will focus on how to set up assembly management in Business Central and how to prepare warehouses in Business Central for assembling items.
• Set up assembly items in Dynamics 365 Business Central: Do you want to know how to set up assembly items in Business Central? This module provides information to set up assembly items. It explains how to create an assembly bill of materials and how to assign the assembly policy.
• Assemble to order in Dynamics 365 Business Central: Do you need to assemble items for orders? This module will focus on the assemble-to-order flows. It explains how to create and process assembly orders for sold items that are not kept in inventory. It demonstrates how to customize assembly orders based on customers' demand and how to check the availability of the assembly components.
• Assemble to stock in Dynamics 365 Business Central: Assembly items that typically are not customizable and that companies want to keep in stock are set up with the Assemble-to-Stock assembly policy. This module explains how to create assembly orders manually and how to replenish assembly items by calculating a plan.
• Assemble for a project in Dynamics 365 Business Central: This module discusses assembling for a project by using Dynamics 365 Business Central. You can use the built-in assembly processes to help you assemble directly for use in a project.