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- Learn how to administer your Business Central environment and tenants, from joining the Cloud Solution Provider program to configuring monitoring.
By the end of this module, you can:
- Sign up for the Cloud Solution Provider program.
- Use the administration center to manage environments.
- Set up tenant notifications and inspect environment telemetry.
- Manage support requests for customers.
- Export a database.
- Enable features ahead of time.
- Learn how to create and set up new companies efficiently in Business Central.
By the end of this module, you'll be able to:
- Create new companies.
- Set up a company.
- Enter company information.
- After creating a new company, you can migrate your data to Business Central.
This module explains how to:
- Perform data migration using the Data migration assisted setup wizard.
- Work with data templates.
- Import data from Excel and other finance systems.
- Are you looking to move to the cloud and easily migrate to Business Central online? This module covers how you can use the built-in migration tools to migrate data to Business Central online from specific product versions.
By the end of this module, you'll be able to:
- Understand the steps to migrate to Business Central online.
- Meet requirements and weigh considerations of migration.
- Learn how to manage users and implement security in Business Central.
By the end of this module, you'll be able to:
- Manage users and user groups.
- Implement and configure security.
- Setup profiles, and role centers.
- Audit changes to data.
- 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 Microsoft Dynamics 365 Business Central.
In this module, you'll:
- Set up email accounts.
- Learn how to compose and send an email.
- Learn how to send documents by email.
- Set up document sending profiles.
- Assign email scenarios.
- Learn how to integrate Business Central with Outlook to send email to your users.
By the end of this module, students are able to:
- Integrate Business Central with Outlook
- Use the add-ins
- Creating invoices from meeting appointments
- Do a quick document lookup
- Learn to integrate Dynamics 365 Business Central with Microsoft Teams.
This module explains the following concepts:
- Install the Business Central App for Microsoft Teams
- Look up details of customers, vendors, and other contacts using Teams
- Share Business Central records in Teams conversations
- Extend Teams cards
- Workflows are used to connect business-process tasks that are performed by different users. This module discusses how to set up these workflows in Microsoft Dynamics 365 Business Central.
In this module, you'll:
- Create workflows manually.
- Create workflows from templates.
- Set up users.
- Set up notifications.
- Set up approvals by using Assisted Setup.
- When a record, such as a purchase document, needs to be approved by someone in your organization, you need to send an approval request as part of a workflow.
In this module, you'll:
- 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.
