Crestwood Academy for

Dynamics 365 Business Central

View our schedule of recurring, live training sessions with the Business Central experts and sign up for what fits your schedule.

Session #1 – System Setup & Implementation

Register Here – Tuesday, December 1, 11:00 am – Noon CST

  1. User Interface
    • Business Central access
    • Role centers
    • List pages
    • Card pages
    • Access to BC features
    • Bookmarks
    • User profiles
  2. Functional Area Introduction
    • Basic areas of Business Central
    • Specialized areas of Business Central
    • Basic process review of Business Central
  3. Navigation
    • My settings in menu bar
    • Company, work date, language review
    • Role center changes
    • Field to list navigation
    • Searching & Filtering
    • Page / Action customizations
    • Shortcuts, Exports, & Error Handling

Session #2 – Financials & Posting

Register Here – Wednesday, December 2, 11:00 am – Noon CST

  1. Registration Model
    • General Ledger setup
    • Chart of Accounts
    • Dimensions
    • Deferrals
    • Exchange Rates
    • Reminder terms
    • Bank setup
  2. Posting Groups / Posting
    • Posting groups setup
      • Business
      • Products
      • Inventory
      • Customers
      • Vendors
      • Items
      • Resources
      • Fixed Assets
    • Posting setup

Session #3 – Import Process

  1. Import Process – Chart of Accounts
  2. Import Process – Beginning Balances
  3. Import Process – GL History

Session #5 – Sales Processes

  1. Creating sales quotes
  2. Creating sales orders
  3. Shipping sales orders
  4. Invoicing sales orders
  5. Returns and credits
  6. Sales reporting

Session #6 – Purchasing Configuration

  1. Configuring Vendors
  2. Configuring Purchase Items
  3. Forecast and Purchase Blanket Orders
  4. Planning
  5. AP Payment Terms
  6. AP Payment Method Codes
  7. Import Vendor Process
  8. Check Format Customizations

Session #4 – Sales Configuration

  1. Configuring Customers
    • Customers
    • Templates
    • Cards
    • Calculated fields
    • Action buttons
    • Sales prices
    • Prepayments
    • Notes and links
  2. AR Payment Terms
  3. AR Payment Methods
  4. Document Profiles
  5. Configuring Items and Prices
  6. Forecasts and Blanket Orders
  7. Import Customer Process
  8. Invoice Format Customizations

Session #7 – Purchasing Processes

  1. Creating Purchase Requisitions
  2. Creating Purchase Orders
  3. Changing Purchase Orders
  4. Receiving Purchase Orders
  5. Invoicing Purchase Orders
  6. Returning Items and Crediting
  7. Sub-contractors
  8. Purchase Order History