Master in Dynamics 365 Business Central - Functional

This Course includes the Advance Functionality of Business Central. After Completion of course student will be able to easily pass the exam and also will be able to do Implementation of Dynamics 365 Business central.

Become a Expert in Dynamics 365 BC Functional
Master

Syllabus of Master in Dynamics 365 Business Central

Create your own Business Central Account

1. Sign into Business Central
2. Create a Sandbox environment & manage the Sandbox environment
3. Add new users in the Business Central
4. Assign Licenses to new Users
5. Update Users in Business Central from office 365 account
6. Explain the User Master
7. User Setup
8. Create & assign roles & permission to users.

Perform Basic Task in Business Central

1. Create a new company in the on-premises version of Business Central
2. Differentiate between designing pages, customizing roles, and personalizing users
3. Customize Roles
4. Apply and save filters
5. Find all related entries by using the Navigate action
6. Use the Inspect pages and data feature
7. Perform data updates by using the Edit in Excel feature

Create & Configure a new Company

1. Create a new company in the on-premises version of Business Central
2. Create a new company in the cloud-based version of Business Central by using Assisted Setup
3. Create a new company by copying data from an existing company

Upload Data by using Configuration Tools

1. Describe the use cases and capabilities of RapidStart Services
2. Create a configuration worksheet
3. Describe the process for migrating data
4. Create and export a configuration package
5. Import and apply a configuration package

Chart of Accounts

1. Explain the Chart of Accounts
2. Configure Chart of Accounts manually
3. Upload Chart of Accounts through Configuration tools
4. Reports

Set up core app functionality

1. Set up Company Information
2. Accounting Period
3. Inventory Period
4. Set up Email Accounts
5. Set up Number Series
6. Configure number series in the G/L Setup, Purchase & Payable Setup, Sales & Receivable Setup & Inventory Setup
7. Posting No. Series Setup
8. Set up General Ledger Setup
9. Set up Purchase & Payable Setup
10. Set up Sales & Receivable Setup
11. Set up Inventory Setup
12. Set up General Journal Templates & Batches
13. Set up Item Journal Templates & Batches

Set up Posting Groups

General Posting Groups:                                                                       

1. Gen. Bus. Posting Group
2. Gen. Prod. Posting Group
3. General Posting Setup

Specific Posting Groups: (Will be covered during the explanation of specific module)

4. Customer Posting Group
5. Vendor Posting Group
6. Inventory Posting Group
7. Bank Account Posting Group
8. Fixed Asset Posting Group

Configure Master Templates

1. Vendor Template
2. Customer Template
3. Item Template

Create all Masters

1. Create G/L Account Card
2. Create Bank Account Card
3. Create Customer Account Card
4. Create Vendor Account Card
5. Create Item Card
6. Create Location Card
7. Create Fixed Asset Card
8. Create Employee Card

Set up Dimensions

1. Set up dimensions and dimension values
2. Set up global dimensions and shortcut dimensions
3. Set up default dimension for a single account and for multiple accounts
4. Set up default dimensions for an account type
5. Block combinations of dimensions or dimension values
6. Use dimensions in transactions (Documents & Journals)
7. Use dimension filters in the Chart of Accounts & other List pages.
8. Dimension Correction functionality
9. Setup Analysis Views

Set up and Manage Approval by using Workflow

1. Workflows
2. Workflow User Groups
3. Workflow Categories
4. Approval User Setup
5. Configure workflows using workflows templates

Implement Purchase Module

  1. Create Vendor Master, Order Address, Vendor Bank Accounts, Purchase Price setup, Discount Setup.
  2. Create Item Master for Purchase of Goods
  3. Create G/L Account card for Purchase of Services
  4. Purchase Quote
  5. Purchase Blanket Order
  6. Purchase Order
  7. Create Purchase Order for Material
  8. Create Purchase Order for Service
  9. Create Purchase Order with the Vendor having different ship to address
  10. Purchase Receipt
  11. Create Purchase Receipt for Material
  12. Purchase Invoice
  13. Create Purchase Invoice for Material
  14. Create Purchase Invoice against Purchase Receipt
  15. Create Purchase Invoice for Service / Expense
  16. Create Purchase Invoice with Item charge / Expenses which we want to load on Inventory
  17. Purchase Return Order
  18. Create Purchase Return Order for Material
  19. Create Purchase Return Order for Service
  20. Create Purchase Return Order with the Vendor having different ship to address
  21. Purchase Return Shipment
  22. Create Purchase Return Shipment for Material
  23. Purchase Credit Memo
  24. Create Purchase Credit Memo for Material
  25. Create Purchase Credit Memo against Purchase Return Shipment
  26. Create Purchase Credit Memo for Service / Expense
  27. Create Purchase Credit Memo with Item charge / Expenses which we want to load on Inventory

Implement Sales Module

  1. Create Customer Master, Ship to Address, Customer Bank Accounts, Customer Discount Setup.
  2. Create Item Master for Sale of Goods
  3. Create G/L Account card for Sale of Services
  4. Sales Quote
  5. Sales Blanket Order
  6. Sales Order
  7. Create Sales Order for Material
  8. Create Sales Order for Service
  9. Create Sales Order with the Customer having different ship to address
  10. Sales Shipment
  11. Create Sales Shipment for Material
  12. Sales Invoice
  13. Create Sales Invoice for Material
  14. Create Sales Invoice against Sales Shipment
  15. Create Sales Invoice for Service / Income
  16. Create Sales Invoice with Item charge which we want to load on Inventory
  17. Sales Return Order
  18. Create Sales Return Order for Material
  19. Create Sales Return Order for Service
  20. Create Sales Return Order with the customer having different ship to address
  21. Sales Return Shipment
  22. Create Sales Return Shipment for Material
  23. Sales Credit Memo
  24. Create Sales Credit Memo for Material
  25. Create Sales Credit Memo against Sales Return Shipment
  26. Create Sales Credit Memo for Service / Income
  27. Create Sales Credit Memo with Item charge which we want to load on Inventory

Implement Warehouse Module

  1. Warehouse Setup
  2. Set up a Locations, Bins & Zones
  3. Set up Warehouse employee
  4. Set up a Warehouse Journal Templates
  5. Warehouse Transactions
  6. Warehouse Receipt
  7. Put Away
  8. Warehouse Shipment
  9. Pick Document
  10. Inventory Movement Journal
  11. Internal Movement
  12. Warehouse Journal & warehouse entries

Implement Inventory Module

  1. Items and Costing methods
  2. Advance Inventory Setup
  3. Transfer Order
  4. Transfer Shipment
  5. Transfer Receipt
  6. Item Journal
  7. Item Reclass Journal
  8. Physical Inventory Journal

Implement Cash & Bank Management

  1. Bank Accounts
  2. Vendor Advance Payment
  3. Vendor Payment Against Invoice
  4. Customer Advance Payment
  5. Customer Payment Against Invoice
  6. Deposits
  7. Bank Account Reconciliation
  8. Reverse Bank Account Ledger entries

Implement Foreign Currency

  1. Currencies
  2. Currencies Exchange Rate Setup
  3. Import Transaction
  4. Book Import Invoice
  5. Payment against Import Invoice
  6. Export Transactions
  7. Book Export Invoice
  8. Payment against Export Invoice
  9. Currencies Adjust Exchange rate batch job

Implement Fixed Asset Module

 

  1. Fixed Assets Setup
  2. FA Classes
  3. FA Subclasses
  4. FA Locations
  5. Depreciation Books
  6. FA Journal Templates
  7. FA Reclassification Template
  8. FA Posting Group
  9. Fixed Asset Master
  10. FA G/L Journals
  11. FA Journals
  12. FA Reclassification Journals

Implement Budgets Module

  1. G/L Budgets
  2. Purchase Budgets
  3. Sales Budgets

Implement Financial Reporting

  1. Overview Account Schedule
  2. Configure Account Schedule
  3. Use Account Schedule and Generate reports.

Implement Cash Flow

  1. Cash Flow Forecasts
  2. Chart of Cash Flow Accounts
  3. Cash Flow Manual Revenues
  4. Cash Flow Manual Expenses

Consolidation

  1. Set up Business Unit
  2. Run Consolidation

Intercompany Transactions

  1. Set up Intercompany
  2. Intercompany Transactions

Exercise 

  1. Project Implementation - Finance and Trading Company
  2. Customer Live Data will be provided to user. user need to implement the same in new company.