Deploy and configure Microsoft Dynamics 365 Business Central

Offered By: Microsoft via Microsoft Learn

Tags

Microsoft Dynamics Courses Data Migration Courses User Management Courses

Course Description

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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