The course is designed to teach how a single business management solution helps companies connect their financials, sales, service, and operations to streamline business processes, improve customer interactions, and make better decisions

Target Audience

• Business Decision Maker
• Business User
• End-clients
• Developer
• Functional Consultant

The program offers below lessons but not limited to these only.

• Getting Started
  
  • Registration overview
  • Registration – create a demo environment
  • Registration – the business manager role center
  • Business Central trial version – how to get a subscription
  • Creating a sandbox environment
  • Changing which features are displayed
  • Business Central on your mobile – install the app and log in
  • Extensions in Business Central – extensions marketplace
  • Help and resources – business assistance
  • Help and resources – help and learn more
  • Minimum requirements for using Business Central
  • Classifying data sensitivity
  • Set up the connection with Dynamics 365 for Sales
• Company Setup
  
  • Creating new companies
  • Create a company with sample data
  • Use the Assisted Setup to create a company with setup data only
  • Create a company with setup data only – overview of setup data
  • Use the Assisted Setup to create a company with no data
• Data Migration
  
  • Data migration in Microsoft Dynamics 365 Business Central
  • Data Migration Assisted Setup
  • Data templates – setting up customer, vendor, and item templates
  • Import data from Excel
  • Import data from other applications
  • Import data from other applications – extensions marketplace
• Users and Security
  
  • Get users from Office 365
  • Users – user card
  • User groups – creating a user group
  • User groups – adding members to a user group
  • User groups – assigning permission sets to a user group
  • Permission sets – permissions
  • Permission sets – special permission sets
  • User setup – profiles
  • User setup – assign profiles to users
• Set up Reporting
  
  • Report selections
  • Managing saved settings on reports
  • Power BI – reporting data setup
  • Power BI content pack setup
  • Select reports
  • Use Business Central as a data source in Power BI desktop
  • Assisted Setup
• Email and Outlook
  
  • Use the Assisted Setup to set up email
  • Use the Assisted Setup to set up email logging
  • Set up Outlook