Business Central Setup – Data

For any System Administrator, Controller, or Business Analyst, understanding the structure and setup of the underlying financial elements within Business Central should be considered critical. Fortunately we can help with that! We’ll walk through the core elements of your financial setups so you can truly understand how Business Central records your financial transactions and consequently, how your financial results will look. This is especially important if you are considering any changes to or want to examine your existing setup, to ensure that you adjust the right setups in the right way.

Class topics

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

Who Should Attend?

System Administrators, Controllers, or Business Analysts yearning to understand how the financial data setup in Business Central functions and impacts a company’s financial results.

Learning Objectives:

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

  • Identify the optimal configuration of the Chart of Accounts for one’s company
  • Explain the structure and processing associated with Posting Groups
  • Understand how Dimensions drive reporting and explain the difference between global dimensions and shortcut dimensions
  • Use RapidStart to load and extract data from Business Central

Field of Study: Computer Software & Applications

Program Level: Basic

Prerequisites: None

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 4 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!

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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