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.
If you are responsible for financial reporting, then follow along with this module to learn how to set up dimensions. Dimensions are used to group posted entries for reporting purposes. Dimensions can be used throughout Business Central on entries in journals, documents, and budgets. Additionally, dimensions offer more extensive analysis and reporting functionalities.
By the end of this module, you are able to:
- Set up dimensions and dimension values.
- Enter dimensions manually in sales and purchase documents.
- Set up global and shortcut dimensions.
- Assign default dimensions to accounts.
- Prioritize default dimensions of certain account types.
- Block dimension combinations.
Do you want to use inventory planning in Business Central? This module provides information about how to set up items for inventory planning. It also will discuss the replenishment systems and reordering policies, and how to set parameters like the reorder point and maximum inventory.
By the end of this module, you'll be able to:
- Assign a replenishment system to an item
- Understand the concept of stock keeping units in Business Central
- Classify items and assign a reordering policy
- Set up planning options for an item
Do you need to create purchase documents like blanket orders, orders, and invoices? This module provides basic information that you should know to create these purchase documents in Business Central.
By the end of this module, you'll be able to:
- Create purchase quotes and convert them to orders.
- Create blanket orders and convert them to orders.
In this challenge project, you have a business-ready Business Central implementation with approvals and cloud flows as needed in the requirements. You complete the entire process through creating customers and managing inventory. [!INCLUDE ]
In this module, you demonstrate your ability to:
- Reviewing requirements
- Follow set-up instructions
- Complete the approval flow
- Build a cloud flow with Power Automate
- Test your work

Syllabus

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
- Set up a demo company with manufacturing 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
Set up dimensions in Dynamics 365 Business Central
- Introduction - Set up dimensions and dimension values
- Manually enter dimensions in a sales order
- Set up global and shortcut dimensions
- Set up default dimensions
- Set up default dimensions for account types
- Set up default dimension priorities
- Set up dimension combinations
- Exercise - Set up a dimension with dimension values
- Check your knowledge
- Summary
Set up inventory planning in Dynamics 365 Business Central
- Introduction - Plan items with the fixed reorder quantity reordering policy
- Plan items with the maximum quantity reordering policy
- Plan items with the lot-for-lot reordering policy
- Plan items with the order reordering policy
- Check your knowledge
- Summary
Create purchase documents in Dynamics 365 Business Central
- Introduction - Create a purchase quote
- Create a blanket order
- Manage blanket purchase orders
- Manage purchase orders
- Describe responsibility centers
- Exercise - Create and process a purchase order and review the posted documents
- Check your knowledge
- Summary
Challenge project - Manage customers in Business Central
- Introduction
- Prepare
- Exercise - Manage an implementation in Business Central
- Module assessment
- Summary