Your First 20 Hours with Microsoft Dynamics 365 Business Central

Your First 20 Hours with Business Central

When you’re about to start using Microsoft Dynamics 365 Business Central for the first time, it’s easy to feel lost on where to start with a system so full of features!  This “getting started” guidebook is to help you get through the first 20 hours, one hour at a time. We’ll be covering:

  • Understanding the system
  • Posting Groups
  • Master Data Setup (Chart of Accounts, Customers, Vendors, Bank Accounts, Items) & Data Templates
  • Data Migration & Importing
  • Features like Languages, Currencies
  • Opening Balances and Adjusting in Stock
  • Selling Items, Buying Items, Paying Invoices, Sending Invoices
  • Correcting Errors

The Story of the Book

An explanation from the author, Jeremy:

At DynamicsCon 2021, during many great breakout sessions, the theme “we need to know how to get started with Business Central” emerged. There are great classes and webinars on deep technical content, and good content for step-by-step process guides, but people were looking for a resource that:

  • Could be self-directed, on-demand
  • Introduced and covered all the “assumed basics” of how the interface worked
  • Explained how to understand the way that data flows through the system
  • An example, beginning to end, of how would a user get from “no system” to “fully working”

So, I set a 30-day challenge for myself. In the span of a month, I worked hard to distill a lot of knowledge into bite-sized chunks. The result is this 300 page eBook.

Key Skills You’ll Learn

  • Filtering
  • Personalizing
  • Page Inspector
  • Controlling Notifications and Messages
  • Drill-Down and FlowFields

Praise from Readers

We think it’s great, but you don’t have to take our word for it!

A great resource for anyone learning to use Microsoft Dynamics 365 Business Central

Søren Friis Alexandersen

Søren Friis Alexandersen

Principal Program Manager,
Dynamics 365 Business Central
Microsoft

This helped get my wife, a Business Central beginner, from scratch to using the web client with confidence. This book is clear enough even for non-native English speakers and non-professionals just getting started.

Picture of Márton Sági

Márton Sági

AL Studio creator,
Developer with iFacto

Contents

01

Getting to Know the
User Interface

This goes over what you will see when you work with Business Central and how to find your way around the User Interface, as well as key skills you’ll need every day.

02

Understanding How Everything Connects

What are the main functional areas? How is information organized? How does information flow through the system?

03

Product and Business Posting Groups

The beating heart of Business Central is the Financials module. Posting Groups are the circulation system that gets data flowing through it.

04

Customer / Vendor / Inventory Posting Groups

When you buy and sell products, how do you keep track of everything in a way that will help you report and analyze your results for years to come while making it easy for your team to work quickly?

05

Company Information, Periods and Number Series

Udnerstanding some of the core system components that will touch every document and transaction you work with.

06

Module Setup Tables – G/L, A/P, A/R, and Inventory

Each module in the system has some settings specific to it. This chapter review what the core ones are.

07

Customer, Vendor, Item Configuration Templates

When we bring data into the system, either through import or entering, we can make things go fast, fast, fast with Templates.

08

Data Migration:
Importing Master Data

How can you use the built-in tools to get your system started? What are the tricks and tips to get the most from this essential step?

09

Updating Posting Groups

Now that your system has all the essential data brought in, we can configure the last key connections.

10

Languages, Currencies, and Exchange Rates

Business Central has very strong support for global operations through language and currency handling. Setting it up takes a little work.

11

Bank Accounts

An overview of what to expect from the Bank Account system.

12

Adjusting Starting Inventory into Stock

When starting up Business Central, you typically have some existing stock. How do you safely bring in those initial values?

13

Entering and Posting Opening Balances

Getting the opening balances into the system doesn’t have to be complicated, thanks to some great features to generate opening balance journals.

14

Basic Operations: Purchasing

Creating a Purchase Order is simple, but how do you attach documents to it? How do you ship only part of an order? How do you send the documents to your vendors/suppliers?

15

Basic Operations:
Selling

Creating a Sales Order is simple, but how do you charge it in another currency? How do you combine shipments onto a single Invoice? How do you add Tracking Information?

16

Making Payments

Accounts Payables doesn’t have to be hard. You can create payments manually, but the Suggest Payments functionality will give you a speed boost.

17

Receiving Payments

In a perfect world, customers would pay precisely what is owed, one payment for each invoice. So, how do you handle more complicated Accounts Receivables?

18

Correcting Errors

To err is to be human! How do you correct posted documents? How do you undo shipments and receipts? How can you quickly resolve returns?

19

Recurring Tasks

Closing fiscal months and closing fiscal years, updating exchange rates (to post gain/loss entries), and posting inventory costs are all covered.

20

Continued Learning and Community Resources

What are some additional resources so you can keep learning?

Free Updates For Life

Purchase of this ebook entitles you to have access to download new versions as they are released.

Any fixes, additions, or updates will be available to you at no further cost.

Money-Back Guarantee

We believe so much that this book will provide you with value that, if within 30 days of purchase, you find no value, contact us and we will issue a refund.

Are you a Partner or Advisor?

We have an Affiliate Program so you can encourage the use of this book and get some benefit yourself!

Take Action!

You can save yourself hours of frustration for a tiny fraction of the cost that this would cost in training. Click on the Buy button and get started right away.

Note: Purchase is handled by Gumroad.com. You will receive an eBook PDF copy as a downloadable file, with no DRM.

Still on the fence? Try the first chapter!