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Microsoft

Configure Sales and Purchasing

Microsoft via Microsoft Learn

Overview

  • Module 1: Learn about integrating Dataverse with Dynamics 365 Business Central.

    In this module, you'll:

    • Learn basic information about Dataverse.
    • Learn how to create an environment
    • Learn how you can extend Dataverse.
    • Make a difference in standard and custom tables.
    • Learn about publishers.
    • Identify the basic set of standard fields in Dataverse.
    • Complete the connection-assisted setup.
  • Module 2: Learn how to get started with the Shopify connector in Dynamics 365 Business Central.

    In this module, you'll:

    • Learn about the Shopify features.
    • Create a Shopify account.
    • Install the Shopify app in Business Central.
  • Module 3: Cash management in Dynamics 365 Business Central is used to manage a company's bank accounts. Before you can start processing bank transactions, you should first set up cash management by creating bank accounts and journals.

    This module explains how to:

    • Create bank accounts in Business Central.
    • Create customer and vendor bank accounts.
    • Consolidate customer and vendor balances.
    • Enter receivables information for customers.
    • Enter payables information for vendors.
  • Module 4: Do you want to know how to set up the chart of accounts in Business Central? This module will focus on managing the chart of accounts. The Chart of Accounts list provides quick access to G/L accounts and balances, and the budgets feature provides a comparison between actual amounts and budgeted amounts by using a combination of G/L accounts, periods, and dimensions.

    By the end of this module, you'll be able to:

    • Use the chart of accounts.
    • Create new G/L accounts.
    • Assign account categories.
    • Set up and assign account subcategories.
    • Set up a review policy for general ledger entries.
  • Module 5: Do you want to create new pages in Business Central that have the same appearance as existing pages? This module focuses on how to create new pages. It will also show you how to enable users to search for specific pages.

    In this module, you will:

    • Identify the different page types.
    • Discover the different page properties.
    • Learn how to build the layout of new pages.
    • Link pages with page parts.
    • Use snippets to create pages in Visual Studio Code.
    • Enable end users to search for a page.
    • Define actions on a page and set its properties.
  • Module 6: Do you need to create purchase documents like blanket orders, orders, and invoices? This module provides basic information that you should know to create these purchase documents in Business Central.

    By the end of this module, you'll be able to:

    • Create purchase quotes and convert them to orders.
    • Create blanket orders and convert them to orders.
  • Module 7: Do you need to create sales documents like quotes, orders, and invoices? This module provides basic information you should know to create these documents in Dynamics 365 Business Central.

    By the end of this module, you're able to:

    • Create sales quotes and convert them to orders or invoices.
    • Create blanket orders and convert them to orders.
    • Understand how to fulfill sales orders for products not kept in stock.
    • Create drop shipment orders.
  • Module 8: Do you want to find out how to reconcile bank accounts in Dynamics 365 Business Central? Then this module is for you. The bank reconciliation feature is used to check the bank ledger entries and the balance on the accounts against the statement from the bank.

    By the end of this module, you will be able to:

    • Populate bank reconciliation lines.
    • Import bank statements.
    • Match reconciliation lines.
    • Post the bank account reconciliation.

Syllabus

  • Module 1: Module 1: Introduction to integrating Dataverse with Dynamics 365 Business Central
    • Introduction
    • Create an environment
    • Start with Dataverse
    • Extend Dataverse
    • Base Integration Solution
    • Exercise
    • Check your knowledge
    • Summary
  • Module 2: Module 2: Get started with the Shopify connector in Dynamics 365 Business Central
    • Introduction
    • Create a Shopify account
    • Activate test payments
    • Install the Shopify app in Business Central
    • Prerequisites to proceed with the learning path
    • Check your knowledge
    • Summary
  • Module 3: Module 3: Set up cash management in Dynamics 365 Business Central
    • Introduction - Create bank accounts
    • Describe data exchange definitions
    • Configure payment methods
    • Set up customers and vendors in cash management
    • Relationship between customer and customer ledger entries
    • Relationship between vendor and vendor ledger entries
    • Set up customer bank accounts
    • Set up vendor bank accounts
    • Consolidate customer and vendor balances
    • Set up payment registration
    • Enable customer payments through payment services
    • Check your knowledge
    • Summary
  • Module 4: Module 4: Set up the chart of accounts in Dynamics 365 Business Central
    • Introduction to setting up G/L accounts
    • Use the chart of accounts
    • Set up account categories and subcategories
    • Maintain the chart of accounts
    • Review general ledger entries
    • Check your knowledge
    • Summary
  • Module 5: Module 5: Work with pages in Dynamics 365 Business Central
    • Introduction
    • Get started with pages
    • Identify different page types
    • Configure the different page properties
    • Build a page layout by using controls
    • Link pages with page parts
    • Use snippets in Visual Studio Code to create pages
    • Set different control properties
    • Use the built-in rich text editor to enter data
    • Scan barcodes in the mobile app
    • Enable users to search for a page
    • Define actions on a page and its properties
    • Add existing hidden fields to pages
    • Exercise - Create a Card page
    • Exercise - Create a List page
    • Check your knowledge
    • Summary
  • Module 6: Module 6: Create purchase documents in Dynamics 365 Business Central
    • Introduction - Create a purchase quote
    • Create a blanket order
    • Manage blanket purchase orders
    • Manage purchase orders
    • Describe responsibility centers
    • Exercise - Create and process a purchase order and review the posted documents
    • Check your knowledge
    • Summary
  • Module 7: Module 7: Create sales documents in Dynamics 365 Business Central
    • Introduction - Create a sales quote
    • Create a blanket order
    • Manage sales orders
    • Configure recurring sales lines
    • Offer similar products to your customers
    • Map multiple references to an item
    • Sell catalog items
    • Create purchasing codes
    • Process drop shipments
    • Process special orders
    • Exercise - Create a sales quote and convert it to an invoice, create a drop shipment and sell catalog items
    • Check your knowledge
    • Summary
  • Module 8: Module 8: Perform a bank reconciliation in Dynamics 365 Business Central
    • Introduction to and completing the reconciliation process
    • Post the bank account reconciliation
    • Import a bank statement
    • Reconcile bank accounts with Copilot
    • Undo a bank account reconciliation
    • Check your knowledge
    • Summary

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