Primary Audience | 
No. of Days |   
4
CPE Credits |  
16

So, you’re checking out Business Central and want to know what it takes to get up and running? Perhaps you just bought it and are looking to the quick guide on setup? Even if you’ve been up and running for a bit and want to check your existing setup, we can help with that to.

Contrary to what you might have heard, Business Central is not just a small step up from QuickBooks nor takes an afternoon to set up. There are a lot of choices to be made and each carries a significant impact in how the system runs and what your reporting will looks like. Don’t underestimate its complexity – invest the time early and you will save countless hours of effort and frustration in the future. We’ll help you get up and running quickly, but in the right way. From this class you’ll have the confidence to make good choices with system setup and have a basic working system. To continue your learning and ensure you understand the proper use of the finance features, we recommend our Controller’s Foundations Boot Camp.

 

Class agenda

Day 1 (4 hours) – Basics

  • Create new company
  • User Permissions
  • Supporting Base Tables & Supplementary Tables
  • Assisted Setup with Excel Templates
  • Master Data Setup
  • Supporting Functional Tables

Day 2 (4 hours) – Data

  • Chart of Accounts
  • Posting Groups
  • Dimensions
  • Report Selections and Banking Setup
  • Configuration Packages

Day 3 (4 hours) - Data Migration & Testing

  • Data Validation for Master Data
  • Testing Best Practices
  • Functional Testing: Purchasing, A/P, Sales, A/R

Day 4 (4 hours) – Opening Balances and Admin

  • Functional Testing: Inventory
  • Financial Balances
  • Office365 Integration
  • Expanded Financial Testing
  • System Admin

 

Who Should Attend?

This class is for any IT Professional who is responsible for investigating or setting up Business Central, or who would like to check their existing setup, as well as any Finance team member interested in the same. In fact, we recommend both attend this class together to understand the full picture.

Learning Objectives:

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

  • Understand setup choices and implications
  • Understand the basics of posting transactions
  • Import opening balances and define master records
  • Run Business Central in a very basic form

 

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.

Contact Us to Discuss How We Can Help Your Company Today!

CONTACT US
The experts at New View Strategies are experienced Dynamics NAV and Business Central trainers and business process consultants who have walked in your shoes as former Corporate Controllers, Directors of IT, and Solution Architects, and believe increased utilization of your business systems is critical to the continued success of your company.
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