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Business Central - Overview, Use Cases and User Interface
Rating: 5.0 out of 5(1 rating)
9 students

Business Central - Overview, Use Cases and User Interface

Register a Trial Version, Clients, Microsoft 365, Navigating, Searching, Filtering, and Applying
Created byRene Gayer
Last updated 4/2025
English

What you'll learn

  • Learn What Business Central is
  • Understand Different Client Options
  • Understand the Connections to Microsoft 365
  • Learn How to Access Trial Versions
  • Menu and Action Items
  • Filtering Options
  • Search Functions
  • Implementing Clients and Languages

Course content

1 section • 23 lectures • 1h 2m total length
  • Business Central Explained2:18
  • Sign Up for a Free Trial1:40
  • Client Overview3:24
  • Desktop App3:12
  • Outlook as a Client2:21
  • Advanced Demo Data3:06
  • Microsoft Excel2:46
  • Microsoft 365 meets Business Central3:15
  • Microsoft Co-Pilot3:50
  • Navigation, Action Bar and Bookmarks2:51
  • Search Data within Lists2:53
  • Modern Search2:50
  • Using the Filter Pane3:09
  • Filter Columns1:41
  • Using Filter totals by3:12
  • Sorting1:20
  • Using the Focus Mode1:45
  • Environments, Companies, Languages3:28
  • Configuring Notifications2:04
  • Working with Reports3:36
  • Using the Keyboard2:18
  • Teaching Tips1:37
  • Help and Support3:58

Requirements

  • Windows Basics
  • Internet Basics

Description

In this practical course, you will receive a comprehensive introduction to Microsoft Dynamics 365 Business Central and gain confidence in using the software. We will guide you through the essentials—what Business Central is, how to register for a free trial version, and how to navigate the user interface efficiently in both the web and desktop apps. You’ll also learn how Microsoft Excel and Outlook are integrated as clients and explore the seamless connections to Microsoft 365.

A solid understanding of Business Central’s core structure is essential—not only to ease your initial learning curve but also to improve efficiency and avoid mistakes in the long run. While modern, intuitive systems make it easier to get started, mastering the fundamentals will help you unlock the full potential of the software and confidently navigate even complex business scenarios.

This course will provide hands-on experience with key features and tools, allowing you to streamline your workflows and complete daily tasks more efficiently. You'll gain practical insights on optimizing processes, effectively using search functions, applying filters, and generating reports to support informed decision-making. With a strong grasp of Business Central’s functionalities, you’ll be able to enhance long-term efficiency, minimize errors, and maximize productivity.

Who Should Take This Course?

  • Beginners with no prior experience in Business Central

  • Users looking to improve efficiency in their daily tasks

  • Employees in accounting, procurement, sales, and other business areas

Learning Objectives

  • Understand what Business Central is and how to register for a trial version

  • Confidently navigate the web and desktop applications

  • Efficiently use filters, search functions, and reports

  • Master the different environments, clients, and notifications

  • Learn how Business Central integrates with Microsoft 365, Excel, and Outlook

This course serves as an essential foundation for working with Business Central. By developing a solid understanding from the start, you’ll benefit from a smoother experience and be equipped to handle more complex tasks with confidence.

Who this course is for:

  • Beginner
  • Business User
  • Professional