Microsoft Dynamics 365 Business Central Training Course

Setup of chart of accounts and general ledger

Configuring accounting periods and fiscal year settings

Working with journal entries and recurring journals

Managing customer and vendor ledgers

Processing payments, receipts, and bank reconciliation

Budget creation and variance analysis

Setting up dimensions for financial reporting

Fixed asset setup, depreciation, and disposal

Creating and managing customer records

Setting up sales prices, discounts, and payment terms

Creating sales quotes and converting them to orders

Processing sales shipments and invoicing

Handling sales returns and issuing credit memos

Viewing customer balances and aging reports

Using customer templates for quick data entry

Managing interactions and tracking communication history

Creating vendor records with payment and delivery terms

Managing purchase quotes, orders, and invoices

Receiving goods and posting purchase receipts

Managing purchase returns and credit memos

Vendor payment processing and bank transactions

Creating approval workflows for purchase documents

Setting up vendor price lists and discount terms

Viewing purchase statistics and vendor history

Creating item cards with unit of measure and categories

Tracking inventory levels across multiple locations

Posting inventory adjustments and transfers

Working with stock keeping units (SKU)

Managing serial numbers and lot tracking

Configuring reorder points and safety stock levels

Setting up bins and warehouse locations

Viewing item ledger entries and inventory valuation

Creating job cards and defining job tasks

Assigning resources and planning costs

Posting time sheets and job journal entries

Monitoring job status and progress updates

Invoicing jobs based on completed tasks or fixed billing

Tracking job budgets vs. actual costs

Viewing detailed job ledger entries

Setting up job-specific pricing and discounts

Setting up item BOMs (Bill of Materials)

Defining routings and production steps

Creating production orders and managing status

Posting consumption and output of items

Handling scrap, rework, and production variances

Scheduling production based on capacity constraints

Managing subcontracts in the production process

Tracking production costs and performance

Using standard reports and financial statements

Creating account schedules and column layouts

Generating customer and vendor reports

Setting up and analyzing with dimensions

Integrating with Power BI for real-time dashboards

Exporting reports to Excel or PDF

Customizing report layouts using Word and RDLC

Creating saved views and filtered lists for analysis

Linking Business Central with Microsoft Outlook

Working with Excel for data analysis and entry

Setting up Teams integration for collaboration

Using Power Automate to create approval workflows

Creating custom apps with Power Apps

Accessing AppSource for third-party extensions

Enabling APIs for external system integration

Configuring web services for system-to-system data exchange

Setting up user accounts and assigning roles

Configuring permission sets and access control

Creating new companies and managing multiple entities

Enabling audit trails and tracking changes

Performing data backup and restore operations

Managing data privacy and GDPR compliance

Using change logs for audit and compliance

Monitoring system performance and background sessions