Set Up Microsoft Dynamics 365 Business Central
Learn how to establish and configure a Business Central environment, create companies, migrate data, customize the user experience, and prepare the application for organizational use.
- Explore the capabilities of Dynamics 365 Business Central
- Create and configure companies
- Set up users, security, and permissions
- Configure role centers and the Business Central interface
- Import, migrate, and manage business data
- Configure reporting and document layouts
- Administer Business Central environments
Configure Financial Management
Configure Business Central to support an organization’s accounting, cash management, payment, and fixed asset requirements.
- Set up the chart of accounts and general ledger
- Configure posting groups, dimensions, and number series
- Work with general journals
- Configure accounts payable and accounts receivable
- Process customer and vendor payments
- Set up bank accounts and perform bank reconciliation
- Configure currencies and exchange rates
- Create and manage fixed assets
- Configure fixed asset depreciation and related transactions
Configure Sales and Purchasing
Set up and manage customer, vendor, sales, and purchasing processes within Business Central.
- Configure customers and vendors
- Set up sales and purchasing processes
- Create and process sales documents
- Create and process purchase documents
- Configure pricing and discounts
- Process returns and corrections
- Manage customer and vendor transactions
Perform Business Central Operations
Configure and manage inventory, warehouse, assembly, and other operational processes.
- Set up items and inventory
- Configure inventory costing and availability
- Manage item tracking
- Configure locations and warehouse processes
- Purchase and sell items and services
- Assemble items
- Manage inventory adjustments and transfers
- Process operational transactions
Integrate, Automate, and Extend Business Central
Explore the tools available to connect Business Central with other Microsoft technologies, automate processes, and expand application functionality.
- Integrate Business Central with Microsoft 365 and Dynamics 365
- Connect Business Central with Microsoft Dataverse
- Automate business processes with Power Automate
- Extend solutions with Power Apps
- Configure and use Copilot capabilities
- Explore built-in agents in Business Central
- Use extensions to expand Business Central functionality
