Dynamics 365 Business Central Functional Consultant Associate

2 – 3 weeks
Flexible Schedule

Enroll Now

Summary of the Curriculum

This course covers implementation and configuration of Microsoft Dynamics 365 Business Central for small and mid-sized businesses. You’ll learn how to set up companies, manage users, configure financials, manage sales and purchasing workflows, handle inventory, and use reporting tools. It covers key modules such as General Ledger, Fixed Assets, Accounts Payable/Receivable, Project Management, and integrations with Microsoft 365 and Power Platform. By the end, you’ll be equipped to streamline end-to-end business operations using Business Central. 

Relevant Industries

Accounting Firms, SMBs, Manufacturing, Retail, Distribution, Consulting, Logistics, IT Services

Overview of Technology

Microsoft Dynamics 365 Business Central is an all-in-one cloud-based ERP solution designed to manage finance, operations, sales, and customer service. It integrates seamlessly with Microsoft 365 (Excel, Outlook, Teams) and offers built-in intelligence and reporting tools to drive productivity.

Enrollment Process

  • Sign up on the platform and choose your preferred batch.
  • Start your classes on the scheduled date .
  • Get access to learning materials and project dashboards.
  • Begin your training journey with expert-led sessions.
  • Apply your learning through real-world case studies and projects.

Detailed Course Curriculum

  1. Set up Business Central (15–20%)
  • Create and configure a company 
  • Create a company in Business Central 
  • Use Assisted Setup for company creation 
  • Understand and use configuration packages and worksheets 
  • Migrate data and create journal opening balances 
  • Manage security 
  • Create and manage user profiles 
  • Set up new users and assign permission sets 
  • Apply security filters and manage user permissions via security groups 
  • Set up core functionality 
  • Configure company information, reports, and report layouts 
  • Set up and use job queues 
  • Set up email accounts and number series 
  • Set up dimensions 
  • Configure dimensions, dimension values, global and shortcut dimensions 
  • Set up default dimensions for master data and account types 
  • Use the Dimension Correction Tool and set default dimension priorities 
  • Manage approvals using workflows 
  • Set up native workflows and notification systems 
  • Configure users and user groups for approvals 
  • Describe Business Central integrations 
  • Understand integration use cases with Microsoft 365 (Excel, OneDrive, Outlook, Teams, Word) 
  • Describe integration with Microsoft Power Platform 

 

  1. Configure Financials (30–35%)
  • Set up financial management 
  • Configure the chart of accounts, posting groups, and general ledger 
  • Set up and manage currencies and exchange rates 
  • Configure and use general journals, recurring journals, and allocations 
  • Cash management 
  • Set up and reconcile bank accounts 
  • Process and manage payments, including vendor payments and customer receipts 
  • Fixed assets 
  • Set up fixed asset cards, depreciation books, and posting profiles 
  • Manage acquisition, depreciation, and disposal processes 
  • Budgeting 
  • Configure and manage budgets and budget reporting 
  • Tax setup 
  • Set up and manage VAT/sales tax and tax reporting 

 

  1. Configure Sales and Purchasing (15–20%)
  • Sales configuration 
  • Set up customers, sales quotes, orders, invoices, and returns 
  • Manage pricing, discounts, and payment terms 
  • Purchasing configuration 
  • Set up vendors, purchase quotes, orders, invoices, and returns 
  • Manage purchase prices, discounts, and payment terms 
  • Process customer and vendor payments 
  • Apply payments, manage reminders, and process refunds 

 

  1. Perform Business Central Operations (30–35%)
  • Inventory management 
  • Set up items, item categories, and units of measure 
  • Manage inventory levels, adjustments, and transfers 
  • Perform physical inventory and cycle counting 
  • Warehouse management 
  • Set up and manage locations, bins, and warehouse processes 
  • Assembly management 
  • Configure and process assembly orders 
  • Reporting and analytics 
  • Build and customize reports, charts, and dashboards 
  • Use data analysis mode and extend reports 
  • Integration and automation 
  • Integrate with Microsoft 365 and Power Platform 
  • Use Power Apps and Power Automate for process automation 
  • Understand Shopify connector and Dataverse integration 

Enrollment Form

Login