Are you just getting started with Dynamics 365 Business Central and want to get up to speed fast? Are you considering using Business Central and would like to know more about what it is and how it can help your company? This class is the perfect answer either way.  If you are in the process of evaluating BC, implementing the system or are a relatively new user, skip the overwhelming and sales-oriented internet research. We’ll help you quickly feel confident and ready to use BC for your core operations and financials by sharing the straight story and not glossing over the important details. If you’re evaluating moving to Business Central, this class we’ll provide the fundamentals you need to plan out this important transition for your company, without the sales pitch.

Spend four days with us going deep into the functional capabilities of Business Central to establish a solid foundation for understanding how the software works and what it can do. We recommend, if appropriate, that you attend the class with at least one of your teammates in order to maximize your learning and identify immediate application to your company’s processes.

Class agenda

Day 1 (4 hours) – Financial Overview

• Chart of Accounts
• Journal Entries
• Month-end Closing
• Financial Reporting

Day 2 (4 hours) – Purchasing Cycle

• Vendor Creation
• Payment Terms & Methods
• Purchase Orders and Invoicing
• Standard Purchase Codes
• Purchase Journal
• Purchase Return Orders & Credit Memos
• Purchase Reporting

Day 3 (4 hours) – Sales Cycle

• Customer Creation
• Sales Quotes, Orders and Invoicing
• Pricing and Discounting
• Sales Credit and Rebills
• Sales Reporting

Day 4 (4 hours) – Inventory Control

• Replenishments
• Physical and Cycle Count
• Inventory Adjustments
• Reservations, Troubleshooting & Reporting

Who Should Attend?

Managers and staff from Finance, IT, and Operations who are evaluating BC / NAV or fairly new to the system and interested in quickly acquiring a foundational competency in Microsoft Dynamics 365 Business Central.

Learning Objectives:

At the end of this class, participants will be able to:

• Navigate the software confidently, including sorting, filtering, and searching
• Explain and follow sales and purchase transactions through a better understanding of each cycle from start to end
• Describe how inventory management provides visibility and control over quantities, pricing, cost and proper general ledger posting
• Have a basic understanding of the chart of accounts, journals, accounting controls and financial reporting available
• Be familiar with the primary areas of BC used by most companies

Field of Study: Computer Software & Applications

Program Level: Basic

Prerequisites: Successful completion of Navigation & Personalization class.

Advanced Preparation: Each student will receive via email connection instructions to their individual virtual classroom link and hands-on practice environment shortly before class. Connections to both resources should be tested before class. We recommend using a second monitor while attending class.

Delivery Method: Group Internet-based

CPE Credits: By participating in this class, you are eligible to earn up to 16 CPE credits which will be distributed following class completion. In order to be awarded the full credit hours, you must notify your instructor of your intention to request credit before the start of the first class. To receive CPE credit, you must be present and actively engaged, which will be verified using polling questions and other means. You will not receive CPE credit for any portion of the class that you do not appear fully engaged.

Version: This class is taught in Microsoft Dynamics 365 Business Central.

Learning environment: As experienced trainers of adult learners, we understand how to make training “stick”.  We use proven practices to make sure you retain what you learn and are fully equipped to immediately apply what you discovered in class. Each day, you will spend more than 50% of your time doing hands-on exercises in our simulated learning environment.

 Refund and Cancellation Policy: Please refer to our Refund and Cancellation policy here.