Dynamics 365 Business Central Functional Consultant

Are you new to Business Central? If you are, this path will help you get started. It discusses how to create new companies, implement security, migrate data from other systems, and integrate Outlook with Business Central.

Lessons:

• Administer Dynamics 365 Business Central online
• Create new companies in Business Central
• Migrate data to Business Central
• Migrate on-premises data to Dynamics 365 Business Central
• Manage users and implement security in Business Central
• Set up email in Dynamics 365 Business Central
• Integrate Business Central with Outlook
• Integrate Dynamics 365 Business Central with Teams
• Create workflows in Dynamics 365 Business Central
• Use approval workflows in Dynamics 365 Business Central

Do you need to create and post journal entries in Business Central? Then this path is for you. Setting up general journal templates, creating journal transactions including recurring transactions, and posting transactions are all discussed in the modules of this learning path.

Lessons:

• Set up general journal templates in Dynamics 365 Business Central
• Create and process journal entries in Dynamics 365 Business Central
• Post periodic journal entries in Dynamics 365 Business Central
• Use general ledger allocations in Business Central

Do you want to develop or modify reports for Business Central? This path helps you understand how to build and modify reports.

Lessons:

• Introduction to report components in Dynamics 365 Business Central
• Use the report design process in Dynamics 365 Business Central
• Design the data model of a report in Dynamics 365 Business Central
• Add a layout to a report in Dynamics 365 Business Central
• Complete the report request page in Dynamics 365 Business Central
• Add reports to Tell Me and substitute a report in Dynamics 365 Business Central
• Use report triggers, functions, and processing-only reports in Dynamics 365 Business Central
• Implement multilingual reports in Dynamics 365 Business Central
• Work with reports in Dynamics 365 Business Central
• Analyze list data using data analysis mode in Business Central
• Extend reports 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.

Do you want to use Power Apps and Power Automate with Business Central? This learning path discusses how you can use Microsoft Power Platform products with Business Central.

Lessons:

• Introduction to Microsoft Power Platform and Business Central
• Create a canvas app based on Business Central data
• Use Power Automate with Business Central
• Use model-driven apps and Dataverse with Business Central
• Create a custom connector to extend Microsoft Power Platform functionalities with Business Central

If you want to use Dataverse with Dynamics 365 Business Central, this module introduces the basic concepts to help you get started.

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.

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.

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.

Do you want to find out how to reconcile bank accounts in Business Central? The bank reconciliation feature and reconciliation journals are discussed in this learning path.

Lessons:

• Perform a bank reconciliation in Dynamics 365 Business Central
• Set up payment reconciliation journals in Dynamics 365 Business Central
• Use the payment reconciliation journal in Dynamics 365 Business Central

Do you want to use Business Central for financial management? Then, this learning path is for you. It discusses the setup of number series, audit trail codes, posting groups, dimensions and the chart of accounts.

Lessons:

• Set up general ledger configuration options in Dynamics 365 Business Central
• Set up number series and trail codes in Dynamics 365 Business Central
• Set up posting groups in Dynamics 365 Business Central
• Set up dimensions in Dynamics 365 Business Central
• Set up the chart of accounts in Dynamics 365 Business Central

Are you using Trade in Business Central? This learning path discusses the setup requirements and how to start using Trade in Business Central.

Lessons:

• Work with Trade master data in Microsoft Dynamics 365 Business Central
• Set up Trade in Microsoft Dynamics 365 Business Central

Do you receive payments from customers and pay vendors? This module will help you track both in cash management and process those transactions as necessary in Business Central.

Lessons:

• Set up cash management in Dynamics 365 Business Central
• Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central
• Suggest vendor payments in Dynamics 365 Business Central
• Use checks to pay vendors in Dynamics 365 Business Central

Do you buy and sell inventory items? If you do, this module will discuss how to create items and enter quantities.

Lessons:

• Create items in Dynamics 365 Business Central
• Adjust inventory in Dynamics 365 Business Central

Are you using or planning to use the warehouse management systems in Business Central? If you are, this learning path will help you understand the basic processes of warehouse management in Business Central.

Lessons:

• Get started with warehouse management in Dynamics 365 Business Central
• Set up zones and bins in Dynamics 365 Business Central
• Create new bins in Dynamics 365 Business Central
• Set up put-away templates in Dynamics 365 Business Central
• Configure bins on the location card in Dynamics 365 Business Central
• Prepare warehouse management for item tracking in Dynamics 365 Business Central

If you sell items or services to customers, this learning path can help you learn how to use Business Central to manage the sales process.

Lessons:

• Create sales documents in Dynamics 365 Business Central
• Ship and invoice items in Dynamics 365 Business Central
• Manage sales price lists in Dynamics 365 Business Central
• Manage sales prices in Dynamics 365 Business Central
• Set up discounts for your customers in Dynamics 365 Business Central
• Promising sales order delivery in Dynamics 365 Business Central

Do you want to learn about the Business Central user interface? This learning path shows you the user interface, and also how you can personalize it. It also discusses alternate interfaces such as a smartphone.

Lessons:

• User interface essentials in Dynamics 365 Business Central
• Personalize the Microsoft Dynamics 365 Business Central user interface
• Use alternative interfaces for Dynamics 365 Business Central

Do you want to use Business Central with other applications or make data available in the cloud? Then, complete this learning path. It also includes a module about changing how documents look in Business Central.

Lessons:

• Change how documents look in Business Central
• Configure Business Central for Excel and Power BI

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.

Are you just getting started with Business Central? This learning path will help prepare you for the types of data in Business Central and how to find information you need in the application.

Lessons:

• Explore and modify information in Business Central
• Search, filter, sort, and select data in Business Central
• Master, supplemental and personal data in Business Central

Do you need to create purchase documents like purchase orders and purchase invoices? This learning path shows you how to create purchase documents and address things such as discounts and item charges.

Lessons:

• Create purchase documents in Dynamics 365 Business Central
• Receive and invoice items in Dynamics 365 Business Central
• Set up purchase prices and discounts in Dynamics 365 Business Central
• Post purchase item charges in Dynamics 365 Business Central
• Estimate purchase order receipt dates in Dynamics 365 Business Central

Do you need to return items to vendors and accept returns from customers? This path will help you learn how to process returns.

Lessons:

• Set up returns management in Dynamics 365 Business Central
• Manage customer returns in Dynamics 365 Business Central
• Manage returns to vendors 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.

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.

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.

Do you sell assembled items? This learning path provides the information you need to assembly management and items. It also provides steps to produce assembled items to stock or order.

Lessons:

• Set up assembly management in Dynamics 365 Business Central
• Set up assembly items in Dynamics 365 Business Central
• Assemble to order in Dynamics 365 Business Central
• Assemble to stock in Dynamics 365 Business Central