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Description
This course examines the basic concepts of Microsoft Dynamics 365 Business Central, how to personalize the user interface and how to navigate. It also covers typical user tasks in common application areas, such as Finance, Inventory, Purchases, and Sales.
What are the goals for this course?
- Explain the concept of ERP and Business Central
- Discuss the concept of the ribbon
- Demonstrate how to use the navigation pane
- Explain how to customize the user interface
- Use function keys and basic keyboard shortcuts
- Enter and edit information
- Use zooms, search, filters, and other navigation functions
- Integrate with Microsoft Office products such as OneNote, Word, and Excel
- Introduction to customer cards, vendor cards and item cards
- Provide insight into functionality available in areas of the application
- Explain the web services support in Business Central
- Describe the different client types
- Introduce the Microsoft Dynamics 365 Business Central development environment
- Explain the multi-language functionality in the application
- General knowledge of Microsoft Windows
- General accounting knowledge
Программа курса
Module 01: Microsoft Dynamics 365 Business Central as a Cloud ERP System
- What Makes Microsoft Dynamics 365 Business Central a Cloud End to End Business Solution?
- Essential and Premium
- App Source
- In Office 365 Experience
Module 02: Multiple Client Support
- The Web Client
- The Tablet Client and Phone Client
Module 03: Browse Application Areas
- Financial Management
- Additional Financial Management Topics
- Customer Relationship Management
- Supply Chain Management
- Project Management
- Human Resources
- Service Management
- Manufacturing
- Other Microsoft Dynamics 365 Business Central Features
Module 04: User Interface
- Pages
- User Interface Components Overview
- Searching for Pages and Reports
- My Settings
- Exploring List Pages
Module 05: User Personalization
- Personalize Pages
- Design Pages
Module 06: Basic Functionalities
- Search and Select Information
- Sort Information
- Filter Information
- Enter Criteria in Filters
- Go to Next/Previous Page
- Enter and Edit Information
- Enter and Edit Information Demonstration
- Notes, Links, Attachments and Comments
- Open In Excel
- Edit in Excel
- Send Reports and Documents To:
- Navigate
- Shortcut Keys
Module 07: Master Data for the Sales and Purchase Process
- Customers
- Items
- Item Attributes
- Vendors
- G/L Accounts and Chart of Accounts
Module 08: Process Sales and Purchases
- Process Flows
- From Purchase Order to Purchase Invoice
- Create Purchase Invoices
- From Sales Quote to Sales Invoice
- Send Invoices to Customers
Module 09: Customization Overview
- Extensibility
- App Source
- Customization
- Power BI
- Microsoft Flow
- Power Apps
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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