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

Receivables Setup
  • Report Selection – Sales
  • Customer Posting Groups
  • Payment Terms
  • Payment Methods
  • Templates
  • Document Sending Profile
  • Recurring sales lines
  • Dimensions
  • Document Layouts
  • Import customer process
Payables Setup
  • Report Selection (Bank & Purchase)
  • Vendor Posting Groups
  • Payment Terms
  • Payment Methods
  • Templates
  • Recurring purchase lines
  • Dimensions
  • IRS 1099 Code
  • 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