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Microsoft

Deploy and configure Microsoft Dynamics 365 Business Central

Microsoft via Microsoft Learn

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Overview

  • Module 1: Learn how to administer your Business Central environment and tenants, from joining the Cloud Solution Provider program to configuring monitoring.

    • By the end of this module, you will be able to:

    • Sign up for the Cloud Solution Provider program.
    • Use the administration center to manage environments.
    • Set up tenant notifications and inspect environment telemetry.
    • Manage support requests for customers.
    • Export a database.
    • Enable features ahead of time
  • Module 2: Learn how to create and set up new companies efficiently in Business Central.

    • By the end of this module, you will be able to:

    • Create new companies.
    • Set up a company.
    • Enter company information.
  • Module 3: After creating a new company, you can migrate your data to Business Central.

    • By the end of this module, you will be able to:

    • Perform data migration using the Data migration assisted setup wizard
    • Work with data templates
    • Import data from Excel and other finance systems
  • Module 4: Learn how to manage users and implement security in Business Central.

    • By the end of this module, you will be able to:

    • Manage users and user groups
    • Implement and configure security
    • Setup profiles, and role centers
    • Audit changes to data
  • Module 5: Learn how to set up accounts, compose and send email messages, attach documents, assign scenarios, send sales documents, and check the outbox and sent emails in Microsoft Dynamics 365 Business Central.

    • In this module, you will:

    • Set up email accounts.
    • Learn how to compose and send an email.
    • Learn how to send documents by email.
    • Set up document sending profiles.
    • Assign email scenarios.
  • Module 6: Learn how to integrate Business Central with Outlook to send email to your users.

    • By the end of this module, students will be able to:

    • Integrate Business Central with Outlook
    • Use the add-ins
    • Creating invoices from meeting appointments
    • Do a quick document lookup
  • Module 7: Workflows are used to connect business-process tasks that are performed by different users. This module discusses how to set up these workflows in Microsoft Dynamics 365 Business Central.

    • In this module, you will:

    • Create workflows manually.
    • Create workflows from templates.
    • Set up users.
    • Set up notifications.
    • Set up approvals by using Assisted Setup.
  • Module 8: When a record, such as a purchase document, needs to be approved by someone in your organization, you need to send an approval request as part of a workflow.

    • In this module, you will:

    • Request approval of a record.
    • Cancel a request for approval.
    • Approve or reject a request for approval.
    • Delegate a request for approval.
    • Manage overdue approval requests.

Syllabus

  • Module 1: Administer Business Central online
    • Introduction - Get started with the Cloud Solution Provider program
    • Extend a trial for a customer
    • Access the administration center
    • Manage sandbox and production environments
    • Set up tenant notifications
    • Inspect environment telemetry and troubleshoot issues
    • Export databases
    • Enable features
    • Monitoring and analyzing telemetry
    • Check your knowledge
    • Summary
  • Module 2: Create new companies in Business Central
    • Introduction - Create new companies with setup data
    • Create new companies without data
    • Create new companies with setup and demo data
    • Create a new company by copying data from an existing company
    • Set up company information
    • Exercise – Create a company with demo data
    • Check your knowledge
    • Summary
  • Module 3: Migrate data to Business Central
    • Introduction - Data migration concepts
    • Use the data migration assisted setup
    • Work with data templates
    • Import data from Excel
    • Create journal opening balances
    • Import business data from other finance systems
    • Set up a company with RapidStart services
    • Exercise – Create a new customer template
    • Check your knowledge
    • Summary
  • Module 4: Manage users and implement security in Business Central
    • Introduction - Add users
    • Create user groups
    • Implement permissions and permission sets
    • Configure user access times and logging
    • Understand users, profiles, and role centers
    • Perform user-specific setup
    • Auditing changes
    • Exercise - Add a new user
    • Check your knowledge
    • Summary
  • Module 5: Set up email in Dynamics 365 Business Central
    • Introduction
    • Set up email accounts
    • Compose and send an email
    • Send documents by email
    • Document sending profiles
    • Assign email scenarios
    • Send a sales document by email
    • Check your sent emails
    • Check your email outbox
    • Check your knowledge
    • Summary
  • Module 6: Integrate Business Central with Outlook
    • Introduction
    • Set up email logging
    • Set up Outlook integration
    • Use the Contact insights Outlook add-in
    • Creating invoices from your meeting appointments
    • Do a quick document lookup
    • Exercise - Set up and send email
    • Check your knowledge
    • Summary
  • Module 7: Create workflows in Dynamics 365 Business Central
    • Introduction
    • Create a workflow manually
    • Create a workflow from workflow templates
    • Set up users
    • Set up notifications
    • Set up approval workflows by using Assisted Setup
    • Check your knowledge
    • Summary
  • Module 8: Use approval workflows in Dynamics 365 Business Central
    • Introduction
    • Request approval of a record
    • Cancel a request for approval
    • Approve or reject a request for approval
    • Delegate a request for approval
    • Manage overdue approval requests
    • Check your knowledge
    • Summary

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