Course Code: 365businessfinance
Duration: 14 hours
Course Outline:

Managing Finance in Dynamics 365 Business Central

  1. Learn the fundamentals of Finance in Business Central
    1. Explore the general ledger in Microsoft Dynamics 365 Finance
    2. Explore accounts payable and accounts receivable
    3. Explore fixed asset management
  2. Set up financial management in Microsoft Dynamics 365 Business Central
    1. Set up general ledger configuration options in Dynamics 365 Business Central
    2. Set up number series and trail codes in Dynamics 365 Business Central
    3. Set up posting groups in Dynamics 365 Business Central
    4. Set up dimensions in Dynamics 365 Business Central
  3. Set up the chart of accounts in Dynamics 365 Business Central
  4. Invoices
    1. Invoicing customers in Dynamics 365 Business Central
    2. Receive and invoice items in Dynamics 365 Business Central
  5. Return items in Microsoft Dynamics 365 Business Central
    1. Set up returns management in Dynamics 365 Business Central
    2. Manage customer returns in Dynamics 365 Business Central
    3. Manage returns to vendors in Dynamics 365 Business Central
  6. Process financial periodic activities in Microsoft Dynamics 365 Business Central
    1. Send reminders to customers in Dynamics 365 Business Central
    2. Send finance charge memos to customers in Dynamics 365 Business Central
    3. Process Intrastat in Dynamics 365 Business Central
    4. Close a fiscal year in Dynamics 365 Business Central

Managing Sales in Dynamics 365 Business Central

  1. Introducing Sales Microsoft Dynamics 365 Business Central
    1. Introduction to Sales Business Central
    2. Use Dynamics 365 Sales with Business Central
    3. Process and administer the purchase cycle
    4. Process and administer the sales cycle
  2. Manage sales prices in Dynamics 365 Business Central
  3. Post job sales in Dynamics 365 Business Central
  4. Post sales and purchase invoices in Microsoft Dynamics 365 Business Central
    1. Invoicing customers in Dynamics 365 Business Central
    2. Processing vendor invoices in Dynamics 365 Business Central
    3. Posting prepayment invoices for sales and purchase orders in Dynamics 365 Business Central
  5. Use the Sales and Inventory Forecast extension in Dynamics 365 Business Central
  6. Set up discounts for your customers in Dynamics 365 Business Central
  7. Process incoming documents in Dynamics 365 Business Central
  8. Send and receive electronic documents in Dynamics 365 Business Central
  9. Create sales documents in Dynamics 365 Business Central
  10. Process sales and purchases in foreign currencies in Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central for reporting

  1. Set up Microsoft Dynamics 365 Business Central for reporting
    1. Change how documents look in Business Central
    2. Configure Business Central for Excel and Power BI