Module 1: Create new companies in Business Central

• • Create new companies.
• • Set up a company.
• • Enter company information.

Module 2: Create and process journal entries in Dynamics 365 Business Central

• • Create and post general journal entries.
• • Use standard journals to save and retrieve general journal lines.
• • Preview the posting of general journal lines.
• • Reverse journal entries.

Module 3: Administer Dynamics 365 Business Central online

• • Know how 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 4: Migrate data to Business Central

• • Perform data migration using the Data migration assisted setup wizard.
• • Work with data templates.
• • Import data from Excel and other finance systems.

Module 5: Manage users and implement security in Business Central

• • Manage users and user groups
• • Implement and configure security
• • Setup profiles, and role centers
• • Audit changes to data

Module 6: Work with reports in Dynamics 365 Business Central

• • Preview and run reports.
• • Set up printers.

Module 7: Set up dimensions in Dynamics 365 Business Central

• • Set up dimensions and dimension values.
• • Enter dimensions manually in sales and purchase documents.
• • Set up global and shortcut dimensions.
• • Assign default dimensions to accounts.
• • Prioritize default dimensions of certain account types.
• • Block dimension combinations.

Module 8: Create workflows in Dynamics 365 Business Central

• • Create workflows manually.
• • Create workflows from templates.
• • Set up users.
• • Set up notifications.
• • Set up approvals by using Assisted Setup.

Module 9: Introduction to Microsoft Power Platform and Business Central

• • Identify the components and features of Microsoft Power Platform.
• • Identify when to use each Microsoft Power Platform component application to create business solutions.
• • Understand what Data Connectors are and how they can be used with Business Central.
• • Understand how you can use Power Automate embed in Business Central.

Module 10: Introduction to integrating Dataverse with Dynamics 365 Business Central

• • Learn basic information about Dataverse.
• • Learn how to create an environment
• • Learn how you can extend Dataverse.
• • Make a difference in standard and custom tables.
• • Learn about publishers.
• • Identify the basic set of standard fields in Dataverse.
• • Complete the connection-assisted setup.

Module 11: Get started with the Shopify connector in Dynamics 365 Business Central

• • Learn about the Shopify features.
• • Create a Shopify account.
• • Install the Shopify app in Business Central.

Module 12: Set up general ledger configuration options in Dynamics 365 Business Central

• • Set up general features such as date range and currency settings.
• • Create global and shortcut dimensions.
• • Set up background posting and reporting.
• • Establish rounding and tolerance in the application.

Module 13: Set up cash management in Dynamics 365 Business Central

• • Create bank accounts in Business Central.
• • Create customer and vendor bank accounts.
• • Consolidate customer and vendor balances.
• • Enter receivables information for customers.
• • Enter payables information for vendors.

Module 14: Set up the chart of accounts in Dynamics 365 Business Central

• • Use the chart of accounts.
• • Create new G/L accounts.
• • Assign account categories.
• • Set up and assign account subcategories.
• • Set up a review policy for general ledger entries.

Module 15: Set up posting groups in Dynamics 365 Business Central

• • Learn about the purpose of posting groups in Business Central.
• • Set up posting groups to link receivables, payables, bank accounts, and inventory accounts.
• • Map sales and purchase G/L accounts in the general posting setup.

Module 16: Set up general journal templates in Dynamics 365 Business Central

• • Explain the purpose and organization of journal templates and journal batches.
• • Create general journal templates and general journal batches.

Module 17: Post periodic journal entries in Dynamics 365 Business Central

• • Understand how to use recurring journals.
• • Use recurring journals with fixed and variable amounts.
• • Record accruals by using recurring journals.

Module 18: Set up Trade in Microsoft Dynamics 365 Business Central

• • Set up sales and receivables.
• • Set up purchases and payables.
• • Assign number series for sales and purchase documents.
• • Create locations.
• • Make locations mandatory by using inventory setup.

Module 19: Create items in Dynamics 365 Business Central

• • Understand the different item types.
• • Create a new item.
• • Copy an item.
• • Enter the unit cost and unit price for an item.
• • Set up an item template

Module 20: Create new bins in Dynamics 365 Business Central

• • Set up templates to create multiple bins at once
• • Create multiple bins at once

Module 21: Set up discounts for your customers in Dynamics 365 Business Central

• • Create an item discount for one customer.
• • Create an item discount for customer groups.
• • Create discounts for item groups.
• • Get an overview of available discounts when selling items.
• • Create an invoice discount for a customer.
• • Use invoice discounts in sales documents.

Module 22: User interface essentials in Dynamics 365 Business Central

• • Understand, activate, and work with role center pages.
• • Understand and work with list, card, and document pages.
• • Use the app menu and app bar.
• • Find help on topics within the application.

Module 23: Personalize the Microsoft Dynamics 365 Business Central user interface

• • Change the theme for your organization.
• • Change user role centers.
• • Personalize list and card pages.

Module 24: Use alternative interfaces for Dynamics 365 Business Central

• • Install and use Business Central on a smartphone or tablet.
• • Configure and use Microsoft Outlook as an interface for Business Central.

Module 25: Change how documents look in Business Central

• • Manage report and document layouts
• • Create and modify report or document layouts
• • Implement report selections and manage saved settings for reports

Module 26: Configure Business Central for Excel and Power BI

• • Create Business Central web services that can be used as data sources in Power BI
• • View data in Power BI reports in Business Central
• • Enable business data for Power BI
• • Export business data to Excel

Module 27: Migrate on-premises data to Dynamics 365 Business Central

• • Understand the steps to migrate to Business Central online.
• • Meet requirements and weigh considerations of migration.

Module 28: Work with pages in Dynamics 365 Business Central

• • Identify the different page types.
• • Discover the different page properties.
• • Learn how to build the layout of new pages.
• • Link pages with page parts.
• • Use snippets to create pages in Visual Studio Code.
• • Enable end users to search for a page.
• • Define actions on a page and set its properties.

Module 29: Master, supplemental and personal data in Business Central

• • Understand which information is stored and in which way for master and supplemental data
• • Understand if, how, and with what consequences master and supplemental data can be deleted
• • Understand how to handle personal data

Module 30: Post purchase item charges in Dynamics 365 Business Central

• • Set up item charges.
• • Process item charges in a purchase order and purchase invoice.
• • Assign item charges to multiple items.
• • Allocate item charges based on volume and weight.
• • Analyze the direct unit cost of an item.

Module 31: Estimate purchase order receipt dates in Dynamics 365 Business Central

• • Set up lead times for vendors and items.
• • Estimate purchase order receipts.

Module 32: Receive and invoice items in Dynamics 365 Business Central

• • Receive items from vendors.
• • Post partial receipts.
• • Post a purchase invoice for one receipt.
• • Post a purchase invoice for multiple receipts.
• • Review posted purchase documents.

Module 33: Create purchase documents in Dynamics 365 Business Central

• • Create purchase quotes and convert them to orders.
• • Create blanket orders and convert them to orders.

Module 34: Create sales documents in Dynamics 365 Business Central

• • Create sales quotes and convert them to orders or invoices.
• • Create blanket orders and convert them to orders.
• • Understand how to fulfill sales orders for products not kept in stock.
• • Create drop shipment orders.

Module 35: Ship and invoice items in Dynamics 365 Business Central

• • Ship items to customers
• • Deliver partial shipments
• • Invoice one shipment
• • Invoice multiple shipments
• • Review posted sales documents

Module 36: Set up returns management in Dynamics 365 Business Central

• • Understand the return-related setup in the sales and purchase application areas
• • Make exact cost reversing mandatory
• • Create return reasons
• • Assign return locations

Module 37: Manage customer returns in Dynamics 365 Business Central

• • Understand how return orders can be used to enter return-related tasks
• • Enter replacement items in a sales return order
• • Charge restock fees to customers
• • Return defective items to vendors
• • Post sales return documents and review posted entries

Module 38: Perform a bank reconciliation in Dynamics 365 Business Central

• • Populate bank reconciliation lines.
• • Import bank statements.
• • Match reconciliation lines.
• • Post the bank account reconciliation.

Module 39: Set up payment reconciliation journals in Dynamics 365 Business Central

• • Set up bank accounts for payment reconciliation journals.
• • Understand the payment application rules.
• • Modify the payment application rules.

Module 40: Use the payment reconciliation journal in Dynamics 365 Business Central

• • Import bank statements.
• • Review the match confidence of each payment reconciliation journal line.
• • Modify automatic applications.
• • Map text to a G/L account.
• • Post and reconcile the payment reconciliation journal.

Module 41: Set up assembly management in Dynamics 365 Business Central

• • Assign an assembly location
• • Assign assembly bins