Microsoft Dynamics 365 Business Central Training

Lesson 1 • Master Data Fundamentals

Explains customers, vendors, items, and chart of accounts as core master records. Accurate master data underpins every transaction covered in later chapters.

Lesson 2 • Company Setup and Configuration Basics

Introduces company information, fiscal calendar, and number series setup. Provides the configuration baseline required before any transactions can be processed.

Lesson 3 • ERP Concepts and Business Central Overview

Covers ERP fundamentals and how Business Central fits the mid-market segment. Establishes context for all subsequent module-level learning.

Lesson 1 • General Ledger Setup and Structure

Covers posting groups, account categories, and G/L account card settings. Proper G/L setup ensures accurate financial reporting throughout the system.

Lesson 2 • Working with General Journals

Teaches journal templates, batches, and manual entry of financial transactions. Journals are the primary tool for adjustments and corrections in the ledger.

Lesson 3 • Bank Reconciliation

Explains bank account setup, importing bank statements, and matching transactions. Reconciliation closes the loop between cash records and the general ledger.

Lesson 4 • Accounts Payable and Receivable Processes

Covers vendor invoices, customer invoices, payment journals, and cash application. Links purchasing and sales documents to the financial ledger.

Lesson 1 • Purchase Orders and Receipts

Teaches creating purchase orders, receiving goods, and partial receipts. Receiving updates inventory and creates the liability in accounts payable.

Lesson 2 • Vendor Payments and Reconciliation

Covers the suggest payments function, payment journals, and vendor statement reconciliation. Closes the payable cycle and maintains accurate cash forecasting.

Lesson 3 • Purchasing Setup and Vendor Management

Covers purchasing configuration, vendor card fields, and payment terms. Correct setup drives accurate cost posting and payment scheduling.

Lesson 1 • Shipments and Sales Invoicing

Explains posting shipments, combined invoicing, and return orders. Shipment posting updates inventory and triggers the receivable entry.

Lesson 2 • Sales Setup and Customer Management

Covers sales and receivables configuration, customer card fields, and credit limits. Proper setup controls pricing, posting, and collection behaviour.

Lesson 3 • Sales Quotes and Order Processing

Teaches creating quotes, converting to orders, and managing order lines. Order processing drives shipment scheduling and revenue recognition.

Lesson 4 • Pricing, Discounts, and Special Agreements

Covers sales price lists, line discounts, and customer-specific pricing. Flexible pricing rules reduce manual overrides and pricing errors.

Lesson 1 • Inventory Adjustments and Transfers

Covers item journals, reclassification journals, and transfer orders between locations. Adjustments correct stock discrepancies and support multi-site operations.

Lesson 2 • Item Tracking and Lot or Serial Numbers

Teaches item tracking codes, lot and serial number assignment, and traceability reports. Tracking supports quality control and regulatory compliance.

Lesson 3 • Inventory Setup and Costing Methods

Covers inventory posting setup, costing methods, and automatic cost posting. Costing method selection directly affects financial valuation of stock.

Lesson 4 • Item Card Configuration

Explains item card fields, units of measure, and item attributes. A well-configured item card ensures correct pricing, costing, and reporting.

Lesson 1 • Picking and Shipping Workflows

Explains warehouse pick creation, pick worksheets, and shipment posting. Efficient picking directly reduces order fulfilment time and errors.

Lesson 2 • Receiving and Put-Away Processes

Teaches warehouse receipts, put-away documents, and bin assignment rules. Structured receiving reduces misplacement and improves inventory accuracy.

Lesson 3 • Internal Movements and Replenishment

Covers internal picks, put-aways, and bin replenishment worksheets. Internal movements maintain optimal bin stock levels for picking efficiency.

Lesson 1 • Bills of Materials and Routings

Teaches production BOM structure, routing operations, and version management. BOMs and routings define material requirements and operation sequences.

Lesson 2 • Capacity Planning and Scheduling

Covers forward and backward scheduling, load views, and capacity levelling. Scheduling prevents bottlenecks and aligns production with delivery commitments.

Lesson 3 • Manufacturing Setup and Master Data

Covers manufacturing setup, work centres, machine centres, and capacity calendars. Accurate capacity data is the foundation of realistic production scheduling.

Lesson 4 • Manufacturing Cost Analysis

Teaches standard cost rollup, variance analysis, and WIP valuation for production. Cost visibility enables pricing decisions and operational improvement.

Lesson 1 • Built-In Reports and Report Customisation

Covers standard report catalogue, request page filters, and layout customisation. Tailored reports deliver relevant data to each business function without custom development.

Lesson 2 • Dimensions and Analytical Reporting

Teaches global and shortcut dimensions, dimension sets, and analysis views. Dimensions enable multidimensional financial and operational analysis.

Lesson 3 • Workflows and Approval Processes

Teaches workflow templates, approval user setup, and notification configuration. Automated approvals enforce business controls without manual intervention.

Lesson 4 • Power BI Integration and Dashboards

Explains connecting Power BI to Business Central, built-in apps, and dashboard design. Embedded analytics extend reporting beyond standard Business Central pages.