Microsoft Dynamics 365 Business Central is the newest guy on the block – but that doesn’t mean that it’s difficult to learn and use. Quite the opposite, in fact. Microsoft has outdone themselves on training and ensuring that users have everything they need at their fingertips. Any problem you may encounter has been addressed here (and if it isn’t? Be sure to contact our team!)
To start with, there is a step-by step-written instruction section: Step-by-Step Instructions and a Video Tutorials section. You may search for your subject in the search bars, or look at training categories. I’ve isolated a number of items below to try and help with general journals and reconciliation in particular.
Business Central Documentation / Online Help
The first place to navigate to is the Documentation section. To browse all the topics, click here.
Getting Started with Business Central
- Enter your interest in the search bar
- Understanding each page
- User interface essentials in Dynamics 365 Business Central
- A walk through the basic processes in Business Central for Beginners
- How to find a page in Dynamics 365 Business Central
- How to look up data in Dynamics 365 Business Central
General Journal
- Chart of Accounts
- Set up general journal templates in Dynamics 365 Business Central
- Create and process journal entries in Dynamics 365 Business Central
- Post periodic journal entries in Dynamics 365 Business Central
- Use journals in Microsoft Dynamics 365 Business Central
- Allocate costs in Dynamics 365 Business Central
Bank Reconciliation
- Reconcile bank accounts in Microsoft Dynamics 365 Business Central
- Create and process journal entries in Dynamics 365 Business Central
Video Tutorials
If audio/visual is more your speed, Microsoft has you covered as well. Simply head over to their Video Tutorials section and enter subject in the search bar.
Getting Started
- My Settings in the Menu Bar
- How to enter data in Dynamics 365 Business Central
- How to change your settings in the Dynamics 365 Business Central menu bar
- Chart of Accounts
- Financial Statements
- Tutorials
- Training
General Journal
- Posting Group Concepts
- The General Posting Setup determines posting of Revenue and Costs in the Income Statement
- Chart of Accounts
- How to create an Opening Balance in the General Ledger
- How to work with journals in Dynamics 365
- Reconciliation
YouTube
Business Central Community User Group
The Dynamics 365 BC User Group is a great way to learn and interact with other Business Central users.
Crestwood has secured a 10% discount for our clients – use the code PRPCrestwood.
You can also sign up for a 30-Day Free Trial Membership (just fill out the membership section and choose the free option). You might consider budgeting to attend the annual conference next year – it is an excellent immersive learning opportunity.
Business Central Blogs
- Subscribe to Crestwood’s blog feed to receive invitations for webinars and tips as they are published
- Review Business Central helpful articles
- Business Central General
- Business Central Support
- Life Hacks
- Browse Business Central blogs
Bookmark this page! I’ll add to it as I find more resources. This list represents our go-to for anyone’s Dynamics 365 Business Central question. Don’t forget also to subscribe to our blog for more content, including an upcoming training series for Business Central.