- Module 1: Learn how to administer your Business Central environment and tenants, from joining the Cloud Solution Provider program to configuring monitoring.
- Sign up for the Cloud Solution Provider program.
- Use the administration center to manage environments.
- Set up tenant notifications and inspect environment telemetry.
- Manage support requests for customers.
- Export a database.
- Enable features ahead of time
- Module 2: Learn how to create and set up new companies efficiently in Business Central.
- Create new companies.
- Set up a company.
- Enter company information.
- Module 3: After creating a new company, you can migrate your data to Business Central.
- Perform data migration using the Data migration assisted setup wizard
- Work with data templates
- Import data from Excel and other finance systems
- Module 4: Learn how to manage users and implement security in Business Central.
- Manage users and user groups
- Implement and configure security
- Setup profiles, and role centers
- Audit changes to data
- Module 5: Learn how to set up accounts, compose and send email messages, attach documents, assign scenarios, send sales documents, and check the outbox and sent emails in Microsoft Dynamics 365 Business Central.
- Set up email accounts.
- Learn how to compose and send an email.
- Learn how to send documents by email.
- Set up document sending profiles.
- Assign email scenarios.
- Module 6: Learn how to integrate Business Central with Outlook to send email to your users.
- Integrate Business Central with Outlook
- Use the add-ins
- Creating invoices from meeting appointments
- Do a quick document lookup
- Module 7: Workflows are used to connect business-process tasks that are performed by different users. This module discusses how to set up these workflows in Microsoft Dynamics 365 Business Central.
- Create workflows manually.
- Create workflows from templates.
- Set up users.
- Set up notifications.
- Set up approvals by using Assisted Setup.
- Module 8: When a record, such as a purchase document, needs to be approved by someone in your organization, you need to send an approval request as part of a workflow.
- Request approval of a record.
- Cancel a request for approval.
- Approve or reject a request for approval.
- Delegate a request for approval.
- Manage overdue approval requests.
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