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Microsoft Dynamics 365 Business Central Training

Microsoft Dynamics 365 Business Central Training

One Day.
Class Size: 1-10 persons
Price: $2500 (Including GST)

The course is designed to teach how a single business management solution helps companies connect their financials, sales, service, and operations to streamline business processes, improve customer interactions, and make better decisions

Target Audience

  • Business Decision Maker
  • Business User
  • End-clients
  • Developer
  • Functional Consultant

 

The program offers below lessons but not limited to these only.

  • Getting Started
    • Registration overview
    • Registration – create a demo environment
    • Registration – the business manager role center
    • Business Central trial version – how to get a subscription
    • Creating a sandbox environment
    • Changing which features are displayed
    • Business Central on your mobile – install the app and log in
    • Extensions in Business Central – extensions marketplace
    • Help and resources – business assistance
    • Help and resources – help and learn more
    • Minimum requirements for using Business Central
    • Classifying data sensitivity
    • Set up the connection with Dynamics 365 for Sales
  • Company Setup
    • Creating new companies
    • Create a company with sample data
    • Use the Assisted Setup to create a company with setup data only
    • Create a company with setup data only – overview of setup data
    • Use the Assisted Setup to create a company with no data
  • Data Migration
    • Data migration in Microsoft Dynamics 365 Business Central
    • Data Migration Assisted Setup
    • Data templates – setting up customer, vendor, and item templates
    • Import data from Excel
    • Import data from other applications
    • Import data from other applications – extensions marketplace
  • Users and Security
    • Get users from Office 365
    • Users – user card
    • User groups – creating a user group
    • User groups – adding members to a user group
    • User groups – assigning permission sets to a user group
    • Permission sets – permissions
    • Permission sets – special permission sets
    • User setup – profiles
    • User setup – assign profiles to users
  • Set up Reporting
    • Report selections
    • Managing saved settings on reports
    • Power BI – reporting data setup
    • Power BI content pack setup
    • Select reports
    • Use Business Central as a data source in Power BI desktop
    • Assisted Setup
  • Email and Outlook
    • Use the Assisted Setup to set up email
    • Use the Assisted Setup to set up email logging
    • Set up Outlook