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

  1. User Interface
    • Business Central access
    • Role centers
    • List pages
    • Card pages
    • Access to BC features
    • Bookmarks
    • User profiles
  2. 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
  3. Implementation Overview
    • Best practices
    • Sequences
    • Master data review
    • Required & additional configuration
    • Documents (reports)

Session #2 – Financials & Posting

  1. Financial setup and overview
    • General Ledger setup
      • Setup options
      • Accounting periods
      • Period posting options
      • Dimensions
      • General Journal templates
    • Chart of Accounts
    • General Ledger Account categories
    • Account schedules
    • Bank setup
  2. Posting
    • Introduction to Posting groups setup
      • General posting setup
      • Bank account posting groups
    • Number series

Session #3 – Financial Data Migration

  1. Import Process overview
  2. Import Chart of Accounts
    • Dimensions
    • General Ledger Account categories
    • General Ledger budgets
  3. Import General Ledger Balances
    1. Beginning Balances
    2. General Ledger Account history

Session #4 – AR/AP 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. Import Customer Process
  6. Configuring Vendors
  7. AP Payment Terms
  8. AP Payment Methods
  9. Import Vendor Process

Session #5 – Inventory Configuration

  1. Inventory Setup
  2. Item Configuration
    • Inventory Type
    • Units of Measure
    • Item Categories
      • Attributes vs. Reporting
    • Item Flowfields
    • Standard Cost and Price
    • Posting Groups
      • Inventory Posting Group
      • General Product Posting Group
    • Item Tracking (Lot & Serial Numbers)
    • Item Planning & Replenishment Systems (Very light overview)
  3.  Locations
    • SKUs
    • Warehouse Controls (light overview)
  4. Inventory Posting Setup
  5. Purchase Prices & Discounts
  6. Sales Prices & Discounts
  7. Import Process
  8. Review Journals
    • Item Journals (for adjustments)
    • Item Reclass. journals

Session #6 – Planning & Order Processing

  1. Replenishment Methods on Items
  2. Planning Tab
    • Revisit SKUs
  3. Demand
    • Forecasts vs. Sales Orders
  4. Requisition Worksheet (Purchase Documents)
  5. Purchase Order Processing
    • Expand
  6. Sales Order Processing
    • Expand
  7. Credits
  8. Apply/Unapply Ledger Entries