Course Modules
Module 1: Introduction to Business Central
• Describe use cases and common features for Business Central modules
• Technology overview
• Navigate the user interface
• Perform basic user tasks in Business Central
• Master Data
• Sales and Purchase processes
Module 2: Application Setup
Create and configure a new company
• Create a new company by using the Assisted Setup
• Copy a company
• Copy data from an existing company
Migrate data to Business Central
• Overview
• Migrate data by using the Assisted Setup
• Create a configuration worksheet
• Create configuration questionnaires
• Use configuration packages
• Migrate data by using the Edit in Excel feature
• Create journal opening balances
Manage Security
• Set up new users and user groups
• Create and assign permission sets
• Apply security filters
• Create and manage user profiles
• Perform user-specific setup
Set up core app functionality
• Set up company information
• Set up printers Set up reports
• Set up and use job queues
• Set up email
• Set up number series
• Set up base calendars
• Set up change log
Module 3: Configure Financials
Set up Finance Management
• Configure accounting periods
• Configure the general ledger setup
Set up the Chart of Accounts
• Create G/L accounts
• Create account categories and subcategories
Set up posting groups
• Overview
• Create specific posting groups
• Create general posting groups
• Configure general posting setup options
• Set up VAT Posting Groups
• Configure the VAT Posting Setup
Set up dimensions
• Overview
• Set up dimensions and dimension values
• Set up global and shortcut dimensions
• Set up default dimensions
• Block combinations
• Define default dimension priorities
General Journals
• Overview
• Create general journal templates
• Create general journal batches
Set up currencies
• Set up currencies
• Update exchange rates
Set up Cash Management
• Set up bank accounts
• Set up bank imports and exports
• Set up payment reconciliation journals
• Set up payment application rules
• Explore data exchange definitions
Set up Accounts Payables
• Create vendor accounts
• Create Payment Terms
• Configure Payment Methods
• Merge vendor accounts
• Configure the purchases and payables setup
• Set up payment journals
• Set up vendor bank accounts
• Create document sending profiles
Set up Accounts Receivables
• Create customer accounts
• Merge customer records
• Configure the Sales & Receivables Setup
• Set up cash receipt journals
• Set up payment registration
• Set up customer bank accounts
• Enable customer payments through payment services
• Relationship between customer and customer ledger entries
Module 4: Configure Sales and Purchasing
Set up Inventory
• Create customer accounts
• Merge customer records
• Configure the Sales & Receivables Setup
• Set up cash receipt journals
• Set up payment registration
• Set up customer bank accounts
• Enable customer payments through payment services
• Relationship between customer and customer ledger entries
Configure sales pricing and discounts
• Create customer-specific discounts
• Create customer-specific prices
• Pricing customer groups
• Best price calculation
Configure purchase pricing and discounts
• Configure purchase prices
• Configure purchase discounts
Configure Salespeople and Purchasers
• Configure salespeople
• Assign a salesperson to a customer
• Configure purchasers
• Assign a purchaser to a vendor
Module 5: Operations
Purchase items
• Create quotations
• Convert a quotation into a purchase order
• Receive items associated with a purchase order
• Over-receive items
• Reverse a receipt
• Invoice items
• Review a purchase transaction
• Configure recurring purchase lines
Sell items
• Create quotations
• Convert a quotation into an order or invoice
• Analyse item availability
• Ship items
• Reverse shipments
• Invoice items
• Configure recurring sales lines
• Post and review a sales transaction
Order Promising
• Process customer payments
• Process payments to vendors
• Unapply entries
• Reconcile bank accounts
• Process journal entries
• Reverse posted journals
Financial Transactions
• Process purchase invoices
• Reverse or correct a posted purchase invoice
• Process sales invoices
• Reverse or correct a posted sales invoice
• Combine order shipments for invoicing
• Process payments journals
• Suggest vendor payments
• Unapply entries
• Reverse posted journals
• Describe bank reconciliations
• Create and process journal entries
• Process periodic entries using standard journals
Inventory Costing
• Create and manage inventory periods
• Describe the inventory batch posting process
• Describe costing methods
Module 6: Integration and Automation
Set up and manage approvals by using workflows
• Explore workflow in Business Central
• Create workflows
• Set up approval users
• Set up notifications
• Use approval workflows
Integrate Business Central with other applications
• Integrate Business Central with Office apps
• Describe use cases for integrating Business Central with Microsoft Teams and Microsoft Office
• Describe use cases for AppSource (Marketplace)
• Configure integration between Business Central and Microsoft Dataverse
• Describe use cases connecting to Dynamics 365 Sales
Connect Power Automate
• Describe use cases for enhancing Business Central by using Power Automate
• Describe the process for creating flows and using standard connectors
• Use embedded (built-in flows in Business Central) Power Automate flows
Connect Power Apps
• Describe use cases for enhancing Business Central by using Power Apps
• Create Power App with Standard API
Connect Power BI
• Consume Power BI reports within Business Central
• Consume Business Central data by using Odata in Power BI Desktop
