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Description
This course provides students with the tools to implement and maintain cross-application setup data after the system components are installed. The focus is on the application-oriented work involved in setting up and maintaining company-wide rules, data, and users.
What are the goals for this course?
- Understand RapidStart Services Process Flow
- Configure a New Company Using RapidStart Services
- Use Configuration Worksheets and Questionnaires
- Use Data Templates
- Import Configuration Packages
- Perform Data Migration Using Assisted Setup
- Setup Users and User Groups
- Use Permission Sets
- Set up the Change Log
- Make Change Log Entries
- Use Number Series
- Set up Source Codes
- Set up Specific Posting Groups
- Set up General Posting Groups
- Use Dimensions and Enter Dimension Values
- Posting with Dimensions
- General knowledge of Microsoft Office
- Basic understanding of accounting
- Basic knowledge of Business Central or complete 81241AE: Introduction to Microsoft Dynamics 365 Business Central
Программа курса
Module 01: Set Up a Company Using RapidStart Services
- RapidStart Services Process Flow
- Configuration Worksheet
- Configuration Questionnaires
- Data Templates
- Configuration Package
- Creating Configuration Packages
- Configure a New Company Using RapidStart Services
- Data Migration Using RapidStart Services
- Migrate Data Using RapidStart Services
- Field Mapping
- Missing Codes
- Data Migration Using Assisted Setup
Module 02: Manage Users
- User-Specific Setup
- RoleTailored User Setup
- Assign Profiles to Users
Module 03: Change Log Setup
- Change Log Overview
- Setting up the Change Log
- Change Log Entries
- Working with Change Log Entries
Module 04: Set Up Number Series
- Number Series
- Setting Up Number Series
- Number Series Relationships
- Setting Up Number Series Relationships
Module 05: Set Up Trail Codes
- Source Codes and Source Code Setup
- Reason Codes
- Practice: Create Reason Codes and Use them in a General Journal
Module 06: Set Up General Journal Templates and Batches
- General Journal Templates, Batches, and Lines
- Create Journal Templates and Batches
Module 07: Set Up Posting Groups
- Specific Posting Groups
- Set Up and Assign Specific Posting Groups
- General Posting Groups
- Set Up General Posting Groups
- General Posting Setup
- VAT Posting Groups
- VAT Posting Setup
- Set up VAT using the Assisted Setup
Module 08: Set Up Dimensions
- Dimensions and Dimension Values
- How to Set Up Dimensions and Dimension Values
- Entering Dimensions Manually in Documents
- Dimensions in General Ledger Setup
- Setting Up Dimensions in General Ledger Setup
- Default Dimensions
- Assign Default Dimensions to Single Accounts
- Assign Default Dimensions to Multiple Accounts
- Account Type Default Dimensions
- Assign Account Type Default Dimensions
- Default Dimension Priority
- Conflicting Default Dimensions
- Dimension Combinations
- Setting Up Dimension Combinations
Module 09: Workflow
- Workflow in Microsoft Dynamics 365 Business Central
- Analyze the Purchase Invoice Workflow
- Workflow Setup
- Create Workflows
- Use Workflows
Module 10: Set Up and Manage Approval Workflows
- Approval User Setup
- Approval Workflows
- Set up Approval Workflows using Assisted Setup
- Use the Purchase Document Approval System
Облачный сервис Microsoft Dynamics 365 объединил в себе самые последние CRM- и ERP-решения компании для комплексного и более продуктивного управления бизнесом, включая контроль рабочего процесса, распределение ресурсов, формирование различных видов финансовой отчетности, а также повышение качества предоставляемых организацией услуг, анализ клиентской активности или планирование продаж.
Пользователи сервиса Microsoft Dynamics 365 могут использовать широкие возможности интегрированных аналитических инструментов Power BI и сервисов продвинутой аналитики из «облака» Microsoft Azure Cortana Intelligence Suite для оптимизации производства, получения детализированных рыночных прогнозов и создания актуальных, учитывающих множество экономических факторов, маркетинговых планов.
По окончании авторизованного курса Microsoft выдаётся международный сертификат Microsoft
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