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Deploy and configure Microsoft Dynamics 365 Business Central 

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Deploy and configure Microsoft Dynamics 365 Business Central
 at 
Microsoft 
Overview

Duration

7 hours

Total fee

Free

Mode of learning

Online

Schedule type

Self paced

Difficulty level

Intermediate

Official Website

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Credential

Certificate

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Deploy and configure Microsoft Dynamics 365 Business Central
 at 
Microsoft 
Course details

What are the course deliverables?
  • Administer Business Central online
  • Create new companies in Business Central
  • Migrate data to Business Central
  • Manage users and implement security in Business Central
  • Set up email in Dynamics 365 Business Central
  • Integrate Business Central with Outlook
  • Create workflows in Dynamics 365 Business Central
  • Use approval workflows in Dynamics 365 Business Central
More about this course
  • It discusses how to create new companies, implement security, migrate data from other systems, and integrate Outlook with Business Central
  • This learning path helps prepare you for Exam MB-800: Microsoft Dynamics 365 Business Central Functional Consultant
  • Learn how to administer your Business Central environment and tenants, from joining the Cloud Solution Provider program to configuring monitoring
  • Learn how to create and set up new companies efficiently in Business Central
  • 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 Business Central

Deploy and configure Microsoft Dynamics 365 Business Central
 at 
Microsoft 
Curriculum

Administer Business Central online

Introduction - Get started with the Cloud Solution Provider program

Extend a trial for a customer

Access the administration center

Manage sandbox and production environments

Set up tenant notifications

Inspect environment telemetry and troubleshoot issues

Export databases

Enable features

Monitoring and analyzing telemetry

Check your knowledge

Summary

Create new companies in Business Central

Introduction - Create new companies with setup data

Create new companies without data

Create new companies with setup and demo data

Create a new company by copying data from an existing company

Set up company information

Exercise - Create a company with demo data

Check your knowledge

Summary

Migrate data to Business Central

Introduction - Data migration concepts

Use the data migration assisted setup

Work with data templates

Import data from Excel

Create journal opening balances

Import business data from other finance systems

Set up a company with RapidStart services

Exercise - Create a new customer template

Check your knowledge

Summary

Manage users and implement security in Business Central

Introduction - Add users

Create user groups

Implement permissions and permission sets

Configure user access times and logging

Understand users, profiles, and role centers

Perform user-specific setup

Auditing changes

Exercise - Add a new user

Check your knowledge

Summary

Set up email in Dynamics 365 Business Central

Introduction

Set up email accounts

Compose and send an email

Send documents by email

Document sending profiles

Assign email scenarios

Send a sales document by email

Check your sent emails

Check your email outbox

Check your knowledge

Summary

Integrate Business Central with Outlook

Introduction

Set up email logging

Set up Outlook integration

Use the Contact insights Outlook add-in

Creating invoices from your meeting appointments

Do a quick document lookup

Exercise - Set up and send email

Check your knowledge

Summary

Create workflows in Dynamics 365 Business Central

Introduction

Create a workflow manually

Create a workflow from workflow templates

Set up users

Set up notifications

Set up approval workflows by using Assisted Setup

Check your knowledge

Summary

Use approval workflows in Dynamics 365 Business Central

Introduction

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

Check your knowledge

Summary

Deploy and configure Microsoft Dynamics 365 Business Central
 at 
Microsoft 
Entry Requirements

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Conditional OfferUp Arrow Icon
  • Not mentioned

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Deploy and configure Microsoft Dynamics 365 Business Central
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Microsoft 

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