Dynamics 365 Business Central Training Course

Dynamics 365 Business Central Training Course

Introduction

This specialized training program offers a deep dive into Microsoft Dynamics 365 Business Central (D365BC), the essential Cloud ERP solution for small and medium-sized enterprises (SMEs). In today's landscape of digital transformation, businesses require a unified, scalable platform to manage core processes. This course focuses on achieving financial agility, optimizing the supply chain, and leveraging AI-powered insights through practical, hands-on application. Participants will master the latest features, including Power Platform integration and the intuitive user experience, ensuring they can immediately drive operational efficiency and streamline business processes within their organization.

Dynamics 365 Business Central Training Course is designed for both functional and technical professionals aiming to become certified Functional Consultants (MB-800). It moves beyond basic software navigation to focus on advanced system configuration, data management, and using Business Central as a tool for strategic decision-making. By completing this course, you will acquire the expertise to implement, customize, and support a modern SaaS ERP solution, transforming your role into a key driver of business growth and competitive advantage in the Microsoft ecosystem.

Course Duration

5 days

Course Objectives

1. Master Financial Management and automated General Ledger processes.
2. Implement end-to-end Supply Chain Optimization from procurement to fulfillment.
3. Utilize Inventory Management and Warehouse functionality for precision.
4. Configure and manage Advanced Reporting with Account Schedules and Power BI.
5. Apply Core Consulting skills for requirements gathering and system deployment.
6. Execute Rapid Implementation strategies using best practices and assisted setup.
7. Design and deploy robust Sales Order Processing and Accounts Receivable cycles.
8. Streamline Purchasing and Accounts Payable workflows with approvals.
9. Leverage Power Platform Integration for process automation.
10. Manage User Roles and Permissions to ensure data security and compliance.
11. Troubleshoot common system issues and manage the Application Lifecycle.
12. Configure Dimensions and Job/Project Management for advanced cost tracking.
13. Drive Digital Transformation by effectively adopting the unified cloud solution.

Target Audience Groups

1. Functional Consultants
2. Business Analysts
3. Financial Managers / Controllers
4. Supply Chain Specialists / Logistics Managers
5. ERP Implementation Team Members
6. IT/System Administrators
7. Key Business Users
8. Project Managers overseeing D365BC rollouts

Course Modules

Module 1: Foundational Setup and User Experience

• Navigate the modern client, customize Role Centers, and utilize the "Tell Me" feature.
• Manage company information, user profiles, and implement core security roles.
• Case Study: A Manufacturing Startup's Onboarding.
• Initial chart of accounts setup, posting groups, and fiscal year configuration.
• Introduction to core Master Data

Module 2: Core Financial Management

• Process General Journal entries, recurring journals, and standard cost adjustments.
• Master bank reconciliation, cash flow forecasting, and multi-currency management.
• Case Study: Retailer's Month-End Close.
• Configure Financial Dimensions for multi-faceted reporting and budget control.
• Build and interpret financial statements using Account Schedules and analysis views.

Module 3: Sales and Accounts Receivable

• Set up customer cards, pricing, and discount groups for accurate quoting.
• Manage the sales order lifecycle.
• Case Study: Wholesaler's Order-to-Cash Cycle 
• Process customer payments, handle credit memos, and manage collections.
• Integrate sales data with Microsoft Outlook for direct document creation.

Module 4: Purchasing and Accounts Payable

• Establish vendor cards, payment terms, and manage purchase price lists.
• Execute the procure-to-pay process.
• Case Study: NPO's Approval Workflow.
• Handle inventory receipt, returns, and track vendor liabilities.
• Configure and utilize workflow approvals for documents and journals.

Module 5: Inventory and Warehouse Management

• Create item cards, track attributes, and define units of measure.
• Manage inventory valuation methods and adjustments.
• Case Study: E-commerce Inventory Accuracy.
• Introduce basic warehouse setup, bins, and directed put-away/pick.
• Monitor stock levels, calculate reorder points, and process internal transfers.

Module 6: Job (Project) Management

• Create a Job Card, define tasks, and set up planning lines
• Allocate resources, track time, and record usage for a project.
• Case Study: Consulting Firm's Project Profitability.
• Invoicing a job based on completion method or time and material.
• Set up and manage Work-in-Progress calculation methods.

Module 7: Reporting, Business Intelligence, and Data

• Connect Business Central data to Power BI for dynamic visualizations.
• Export and import data using configuration packages and RapidStart Services.
• Case Study: Executive Dashboard Creation.
• Utilize advanced filtering, saved views, and data analysis mode.
• Create custom reports using the Report Layout Selection feature.

Module 8: System Customization and Integration

• Understand and manage Extensions from Microsoft AppSource.
• Customize pages, fields, and views using the personalization and design modes.
• Case Study: Marketing Automation.
• Introduction to connecting D365BC with the Dataverse and other Dynamics 365 apps.
• Review essential integration with Microsoft Teams and Excel for data sharing.

Training Methodology

This course employs a participatory and hands-on approach to ensure practical learning, including:

• Interactive lectures and presentations.
• Group discussions and brainstorming sessions.
• Hands-on exercises using real-world datasets.
• Role-playing and scenario-based simulations.
• Analysis of case studies to bridge theory and practice.
• Peer-to-peer learning and networking.
• Expert-led Q&A sessions.
• Continuous feedback and personalized guidance.

Register as a group from 3 participants for a Discount

Send us an email: info@datastatresearch.org or call +254724527104 

Certification

Upon successful completion of this training, participants will be issued with a globally- recognized certificate.

Tailor-Made Course

 We also offer tailor-made courses based on your needs.

Key Notes

a. The participant must be conversant with English.

b. Upon completion of training the participant will be issued with an Authorized Training Certificate

c. Course duration is flexible and the contents can be modified to fit any number of days.

d. The course fee includes facilitation training materials, 2 coffee breaks, buffet lunch and A Certificate upon successful completion of Training.

e. One-year post-training support Consultation and Coaching provided after the course.

f. Payment should be done at least a week before commence of the training, to DATASTAT CONSULTANCY LTD account, as indicated in the invoice so as to enable us prepare better for you.