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Microsoft

Work like a pro with data in Business Central

Microsoft via Microsoft Learn

Overview

    • Module 1: You'll work with different types of data in Business Central. Each type of data has its own possibilities and restrictions. This module shows you all the different types of data and fields and how to use them. It will also show you how you can change and add data.

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

      • Work with number fields
      • Work with the date fields
      • Make advantage of date formulas
      • Make use of calculated fields
      • Add, change and delete data in Business Central
      • Change existing data by using Excel
      • Use keyboard shortcuts
    • Module 2: Searching for data is a frequent action in a business solution. Finding your data is crucial to the user experience. Understanding how to search makes all the difference. This module explains how to find your data efficiently.

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

      • Find data efficiently by using search functionality
      • Learn how to filter data
      • Make use of the sort function
    • Module 3: Business Central is a modern business platform that handles core business processes like sales, purchases, stock, and finance. All these core domains include master and supplemental data. This module explores and lists the most important and frequently used data and describes how to handle personal data.

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

    • Understand which information is stored and in which way for master and supplemental data
    • Understand if, how, and with what consequences master and supplemental data can be deleted
    • Understand how to handle personal data

Syllabus

  • Module 1: Explore and modify information in Business Central
    • Introduction - Explore the different types of fields
    • Work with date fields
    • Change existing data using keyboard shortcuts and Quick Entry
    • Add new and delete data
    • Change existing data by using Excel
    • Exercise - Use mathematical expressions and date formula in a sales quote
    • Check your knowledge
    • Summary
  • Module 2: Search, filter, sort and select data in Business Central
    • Introduction - Sort and select data
    • Search data
    • Filter data
    • Use the Inspect Pages and Data feature
    • Exercise - Use filter criteria and filter the item list and open in Excel
    • Check your knowledge
    • Summary
  • Module 3: Master, supplemental and personal data in Business Central
    • Introduction - Explore contact master data
    • Review customer master data
    • Explore vendor master data
    • Get to know the item master data
    • Explore general ledger accounts
    • Deleting master data
    • Overview of supplemental data
    • How to handle personal data
    • Exercise - Block contacts for privacy and try to register an opportunity for a contact blocked for privacy
    • Check your knowledge
    • Summary

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