Microsoft Dynamics 365 Business Central Functional Consultant

Ein dedizierter Dynamics 365 Business Central Functional Consultant muss über praktische Kenntnisse von Business Central und Kenntnisse über Branchenterminologie, Prioritäten, Standards, Methodiken und bewährte Methoden verfügen. Der Consultant muss über die Verwendung von Dynamics 365 Business Central praktische Kenntnisse über die Erfüllung der Geschäftsanforderungen einschließlich grundlegender Kenntnisse über Finanzmanagement, Verkauf, Einkauf und Inventar haben. Die Kenntnisse des Consultant sollten ein umfassendes Verständnis der Rolle der Business Central-Anwendung in Bezug auf die Microsoft 365- und Dynamics 365-Anwendungssuites beinhalten.

Dynamics 365 Business Central wurde für kleine und mittlere Unternehmen entwickelt und optimiert und ist eine Anwendung für Unternehmen, deren Anforderungen die Möglichkeiten der anfänglich verwendeten Geschäftsanwendungen mittlerweile übertreffen. Wachsende Unternehmen entwickeln häufig höhere Anforderungen, als mit ihren grundlegenden Buchhaltungsanwendungen oder ERP-Legacysystemen (Enterprise Resource Planning) erfüllt werden können, die keine größeren Lagerbestände und Transaktionen verarbeiten können, nicht mit anderen Branchensystemen integriert sind und Berichtseinschränkungen aufweisen. Unternehmen haben auch mit der Logistik der Bereitstellung von Diensten zu kämpfen, die in der Cloud mehr Skalierbarkeit, erhöhte Mobilität und Verfügbarkeit bieten. Mit Business Central können Sie Ihre Finanzdaten verwalten, Ihre Lieferkette automatisieren und absichern, Produkte oder Services intelligenter verkaufen, den Kundenservice und die Projektleistung verbessern und Ihre Betriebsabläufe optimieren.
Die Kandidat*innen für diese Prüfung sind funktionale Berater*innen, die zentrale Anwendungseinrichtungsprozesse für kleine und mittlere Unternehmen implementieren. Sie implementieren und konfigurieren Microsoft Dynamics 365 Business Central, einschließlich der Einrichtung von Kernfunktionen und -modulen sowie der Migration von Daten nach Business Central.
Die Kandidat*innen konfigurieren die Anwendung in Zusammenarbeit mit dem Implementierungsteam, um dem Unternehmen Verwaltbarkeit und Benutzerfreundlichkeit zu bieten. Sie können Rollenzentren konfigurieren, einschließlich der Anpassung von Einblicken, Hinweisen, Aktionskacheln, Berichten und Diagrammen, und Business Central mit Hilfe von Power Platform-Komponenten erweitern.
Die Kandidat*innen verfügen über angewandtes Wissen zur Erfüllung von Geschäftsanforderungen durch den Einsatz von Business Central, einschließlich eines grundlegenden Verständnisses von Finanzmanagement, Vertrieb, Einkauf und Inventar. Kandidaten für diese Prüfung spezialisieren sich in der Regel auf einen oder mehrere Funktionssätze von Business Central. Sie verstehen die Rolle von Business Central im Zusammenhang mit den Microsoft 365- und Dynamics 365-Anwendungssuites.
Start your free Dynamics 365 Business Central trial

• Introduction – Create your own Business Central account
• Sign in to Business Central
• Use a demo database
• Start a trial with your own data
• Extend your trial and subscribe or unsubscribe your organization

Introducing Microsoft Dynamics 365 Business Central

• Introduction to Business Central
• Identify available subscription types for Business Central
• Explore the relationship management functionality
• Use Dynamics 365 Sales with Business Central
• Discover supply chain management capabilities
• Process and administer the purchase cycle
• Process and administer the sales cycle
• Send documents to customers
• Explore how to administer jobs
• Discover service management capabilities
• Business Central manufacturing capabilities
• Business Central Human Resources capabilities
• In Microsoft 365 experience for Business Central

Customize Microsoft Dynamics 365 Business Central

• Introduction – Cloud architecture for Business Central
• Tailor, extend, and build applications

Administer Dynamics 365 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
• Analyze performance using the In-client performance profiler

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 new companies with demo data for manufacturing scenarios
• Create a new company by copying data from an existing company
• Set up company information

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

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

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

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

Create workflows in Dynamics 365 Business Central

• Introduction
• Create a workflow manually
• Create a workflow from workflow templates
• Create a Power Automate flow
• Set up users
• Set up notifications
• Set up approval workflows by using Assisted Setup

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

User interface essentials in Dynamics 365 Business Central

• Introduction to the user interface – The app bar
• App launcher
• Business Central main pages
• Search for Page or the Tell Me icon
• My settings
• Get help
• Tour Business Central
• Different types of pages in the user interface
• Use the Role Explorer
• More user interface features

Personalize the Microsoft Dynamics 365 Business Central user interface

• Introduction – Personalize the Business Central user interface
• Personalize the Role Center
• Personalize list and card pages
• Personalize document pages and add fields

Use alternative interfaces for Dynamics 365 Business Central

• Introduction
• Explore the user interface on your smartphone and tablet
• Use the Outlook interface for Business Central
• Use Microsoft Teams to share business data

Change how documents look in Business Central

• Overview of report and document layouts
• Create and modify a custom report or document layout
• Update report or document layouts
• Change which layout is currently used on a report
• Implement report selections
• Manage saved settings for reports
• Set up printers

Configure Business Central for Excel and Power BI

• Create web services to link Power BI and Business Central
• Add Business Central as a data source in Power BI
• Create list data Power BI reports to display in Business Central
• Configure Business Central apps in Power BI
• Work with business data in Excel
• Analyze, group, and pivot data on list pages using data analysis mode

Migrate on-premises data to Dynamics 365 Business Central

• Introduction
• End-to-end process of migrating data
• Run the Cloud Migration tool
• Address common questions and issues with migrations

Set up general ledger configuration options in Dynamics 365 Business Central

• Introduction
• Set up the General FastTab
• Set up the Dimensions FastTab
• Set up the Background Posting FastTab
• Set up the Reporting FastTab
• Set up the Application FastTab
• Enable data check

Set up number series and trail codes in Dynamics 365 Business Central

• Introduction to setting up number series
• Assign number series and number series relationships
• Set up trail codes

Set up posting groups in Dynamics 365 Business Central

• Introduction – Set up and assign specific posting groups
• Set up and assign inventory posting groups
• General posting groups
• Configure the general posting setup

Set up dimensions in Dynamics 365 Business Central

• Introduction – Set up dimensions and dimension values
• Manually enter dimensions in a sales order
• Set up global and shortcut dimensions
• Set up default dimensions
• Set up default dimensions for account types
• Set up default dimension priorities
• Set up dimension combinations

Set up the chart of accounts in Dynamics 365 Business Central

• Introduction to setting up G/L accounts
• Use the chart of accounts
• Set up account categories and subcategories
• Maintain the chart of accounts
• Review general ledger entries

Set up general journal templates in Dynamics 365 Business Central

• Introduction – Set up general journal templates
• Set up general journal batches

Create and process journal entries in Dynamics 365 Business Central

• Introduction – Create journal entries
• Process journal entries
• Use standard journals
• Correct journal entries
• Set up checking documents and journals while you work

Post periodic journal entries in Dynamics 365 Business Central

• Introduction to recurring journals
• Allocate amounts
• Edit recurring journals in Excel

Work with Trade master data in Microsoft Dynamics 365 Business Central

• Introduction
• Set up units of measure
• Assign characteristics to an item
• Set up item categories
• Manage customers
• Merge customer accounts
• Manage vendors
• Merge vendor accounts
• Manage resources
• Configure salespeople and purchasers
• Use templates to create master data

Set up Trade in Microsoft Dynamics 365 Business Central

• Introduction
• Purchases and payables setup
• Set up locations
• Inventory setup

Create purchase documents in Dynamics 365 Business Central

• Introduction – Create a purchase quote
• Create a blanket order
• Manage purchase orders
• Describe responsibility centers

Receive and invoice items in Dynamics 365 Business Central

• Introduction – Receive items
• Reverse a receipt
• Process vendor invoices
• Review posted purchase documents
• Reverse or correct a posted purchase invoice

Set up purchase prices and discounts in Dynamics 365 Business Central

• Introduction – Set up purchase prices
• Use special prices in purchase orders
• Set up line discounts
• Set up invoice discounts

Post purchase item charges in Dynamics 365 Business Central

• Process item charges in a purchase order
• Process item charges in a purchase invoice
• Analyze the direct unit cost of an item

Estimate purchase order receipt dates in Dynamics 365 Business Central

• Introduction – Set up order promising
• Estimate purchase order receipts

Create sales documents in Dynamics 365 Business Central

• Introduction – Create a sales quote
• Create a blanket order
• Manage sales orders
• Configure recurring sales lines
• Offer similar products to your customers
• Map multiple references to an item
• Sell catalog items
• Create purchasing codes
• Process drop shipments
• Process special orders

Ship and invoice items in Dynamics 365 Business Central

• Introduction – Ship items to customers
• Reverse a shipment
• Invoice customers
• Review posted sales documents
• Reverse or correct a posted sales invoice
• Process prepayment invoices for sales and purchases

Manage sales prices in Dynamics 365 Business Central

• Introduction – Set up sales prices for a customer
• Set up sales prices for customer groups
• Use special prices in sales orders
• Create new sales prices
• Bulk edit the unit price on the item card

Set up discounts for your customers in Dynamics 365 Business Central

• Introduction – Set up line discounts
• Use line discounts when selling items to customers
• Set up invoice discounts
• Use invoice discounts when selling items to customers

Promising sales order delivery in Dynamics 365 Business Central

• Introduction – Sales order promising key concepts
• Set up order promising
• Promising sales order delivery

Set up returns management in Dynamics 365 Business Central

• Introduction – Set up sales return order management
• Set up purchase return order management
• Return reasons

Manage customer returns in Dynamics 365 Business Central

• Introduction – Replace wrong items
• Return defective items to vendors

Manage returns to vendors in Dynamics 365 Business Central

• Introduction – Register a comensation agreement with a vendor
• Aply exact cost reversing

Set up cash management in Dynamics 365 Business Central

• Introduction – Create bank accounts
• Describe data exchange definitions
• Configure payment methods
• Set up customers and vendors in cash management
• Relationship between customer and customer ledger entries
• Relationship between vendor and vendor ledger entries
• Set up customer bank accounts
• Set up vendor bank accounts
• Set up payment registration
• Enable customer payments through payment services

Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central

• Introduction – Enter payments
• Apply payments
• Unapply customer and vendor ledger entries
• Process payment registrations
• Set up payment tolerances
• Set up G/L accounts for payment tolerances
• Process payment tolerances when posting payments

Suggest vendor payments in Dynamics 365 Business Central

• Introduction – Suggest vendor payments
• Suggest payments by using vendor priority and available amounts
• Pay invoices on their due date

Use checks to pay vendors in Dynamics 365 Business Central

• Introduction – Enter and post payables checks
• Print and post payables checks
• Void a check
• Check your knowledge

Perform a bank reconciliation in Dynamics 365 Business Central

• Introduction to and completing the reconciliation process
• Post the bank account reconciliation
• Import a bank statement6 min
• Undo a bank account reconciliation

Set up payment reconciliation journals in Dynamics 365 Business Central

• Introduction to setting up payment for reconciliation journals
• Set up number series
• Set up automatic payment application and payment application rules
• Set up bank statement file import

Use the payment reconciliation journal in Dynamics 365 Business Central

• Introduction – Import bank statements
• Reconcile payments by using automatic applications
• Map text on recurring payments
• Post and reconcile the payment reconciliation

https://www.etc.at/seminare/MB-800T00