Excel & Dynamics 365 BC: AL Development & ERP Consulting Pro

This lecture begins with the real challenge of ERP implementation—ensuring precise, unique, and reliable business data that aligns with legal entity requirements and national compliance standards. Using a practical fictional company in Dynamics 365 Business Central, the session explains how core business elements such as men, material, machine, money, and management are structured within ERP processes. It covers item creation, banking, contacts, customer conversion, campaigns, permissions, security roles, and consultant responsibilities. The lecture also introduces AL development, showing how Excel-based logic can be transformed into Business Central customization, including extensions, strategies, and custom API integration for practical ERP implementation and business central data truthness.

Business Scenario: Setting up a business from scratch in Dynamics 365 Business Central with precise master data, legal compliance, and operational structure for real-time ERP implementation.

What You Learn: Data uniqueness, legal entity setup, ERP process structuring, consultant responsibilities, user permissions, dimensions, AL coding basics, Excel-to-AL transformation, and custom API development for Business Central customization.

Practical Outcome: Gain the ability to simulate and prepare a complete business environment in Business Central, customize ERP workflows, and confidently approach implementation using both consultant and developer perspectives.

Key Concepts: Dynamics 365 Business Central, ERP implementation, AL coding, Business Central data truthness, ERP consulting, Excel to AL development, custom API integration

This lecture focuses on setting up a Dynamics 365 Business Central free trial and understanding the practical structure of environments used for ERP implementation and AL development practice. It begins with creating a Microsoft 365 business account, obtaining tenant access, and subscribing to the Business Central trial environment. The session explains sandbox and production environments, tenant structure, region selection, and environment personalization. It further demonstrates page inspection, role center analysis, design customization, field additions, permissions, and configuration package export to Excel for data structure understanding. Learners also see how Business Central pages, tables, actions, and layouts connect to future AL coding, ERP consulting, and Business Central data truthness.

Business Scenario: Creating a Business Central trial tenant and setting up sandbox environments to simulate real ERP implementation, customization, and business process testing before live deployment.

What You Learn: Microsoft 365 business account creation, tenant setup, environment management, sandbox creation, role center personalization, page inspection, page design customization, permissions understanding, and configuration package export for ERP analysis.

Practical Outcome: Gain the ability to independently create and manage a Business Central trial environment, inspect ERP page structures, customize layouts, and prepare the system for consulting, implementation, and future AL development work.

Key Concepts: Dynamics 365 Business Central, Business Central free trial, sandbox environment, tenant management, ERP implementation, page customization, AL development

This lecture focuses on preparing the complete development environment required for Dynamics 365 Business Central customization using AL coding and ERP consulting practices. Starting from previously explored Role Center pages and system customization needs, the session explains how to install and verify essential tools such as Microsoft Edge, Visual Studio Code, AL Language extension, development support tools, .NET Framework, and .NET SDK. It demonstrates how these components support debugging, deployment, extension building, API integration using JSON and HTTP, and cloud environment connectivity. Learners also understand system verification methods, version checking, dependency files, and how Business Central technical setup creates the foundation for successful AL development and Business Central data truthness.

Business Scenario: Preparing the technical development environment required to customize Business Central Role Centers, build extensions, and support real ERP implementation through AL development.

What You Learn: Visual Studio Code setup, AL Language extension installation, debugging tools, .NET Framework requirements, .NET SDK usage, dependency files, JSON and HTTP integration, and system verification for Business Central development readiness.

Practical Outcome: Gain the ability to correctly configure your development system for AL coding, deploy Business Central extensions, and establish a stable technical foundation for ERP consulting and customization projects.

Key Concepts: Dynamics 365 Business Central, AL coding, Visual Studio Code, AL Language extension, .NET Framework, ERP implementation, Business Central customization

This lecture explains how Dynamics 365 Business Central connects directly with business operations through accounting logic and ERP resource management. Starting with the fundamentals of accounting—recording goods, services, and business value in monetary form—it demonstrates how Business Central manages the five M’s: men, material, machine, money, and management. The session covers employee cards, item records, fixed assets, general ledger functions, budgeting, forecasting, sustainability, and operational control. It also introduces users, contacts, role centers, profiles, permissions, permission sets, and security groups, showing how access, responsibilities, and business processes are structured inside ERP systems to maintain Business Central data truthness and efficient implementation.

Business Scenario: Structuring a business inside Dynamics 365 Business Central by mapping people, resources, assets, transactions, and operational responsibilities into an organized ERP and accounting system.

What You Learn: Accounting fundamentals, five M resource management, employee and contact setup, item and asset recording, role centers, profiles, permissions, security groups, and how Business Central controls business operations through ERP processes.

Practical Outcome: Gain the ability to understand how real business operations are translated into Business Central structure, helping you manage ERP implementation, consultant responsibilities, and future customization with stronger business logic.

Key Concepts: Dynamics 365 Business Central, ERP accounting, role center, permission sets, fixed assets, general ledger, Business Central data truthness

This lecture focuses on the most critical part of successful Dynamics 365 Business Central implementation—user creation, permission control, and security management. Starting from user setup, it demonstrates how to create users through Microsoft 365 Admin Center, synchronize them into Business Central, assign companies, and structure access using permission sets and security groups. The session explains ownership, membership, role assignment, company restrictions, and how to prevent unauthorized access by excluding sensitive pages such as settings, company information, and assisted setup. It also shows how predefined Microsoft permissions can be customized for finance manager roles, ensuring Business Central data truthness, controlled ERP processes, and secure consultant-driven implementation.

Business Scenario: Creating and controlling finance users inside Business Central by assigning correct permissions, company access, and security restrictions to ensure secure ERP operations and proper business governance.

What You Learn: User creation, Microsoft 365 synchronization, permission sets, security groups, role restrictions, company assignment, page access control, ownership management, and finance manager security customization in Business Central.

Practical Outcome: Gain the ability to create secure ERP user structures, control access based on business roles, restrict unauthorized actions, and manage Business Central implementation with strong governance and consultant-level administration.

Key Concepts: Dynamics 365 Business Central, user management, permission sets, security groups, finance manager role, ERP implementation, Business Central security

This lecture focuses on creating and assigning a custom Finance Manager Role Center in Dynamics 365 Business Central using AL development and Visual Studio Code. Starting from the issue where the predefined finance role could not be assigned directly, the session demonstrates how to connect VS Code with the Business Central cloud sandbox, configure launch.json and app.json, authenticate the tenant, download symbols, and deploy extensions. It explains how to copy Microsoft’s base application Role Center and Profile objects, customize them with new IDs, captions, layouts, actions, and navigation, then deploy and assign the new role to the finance manager user. This strengthens ERP implementation, user control, and Business Central data truthness.

Business Scenario: Creating a custom Finance Manager Role Center when the default Microsoft role cannot be directly assigned, ensuring the user receives the correct ERP workspace and controlled operational access.

What You Learn: VS Code cloud connection, launch.json setup, app.json configuration, symbol download, AL extension deployment, Role Center creation, profile customization, layout editing, action configuration, and assigning custom roles to Business Central users.

Practical Outcome: Gain the ability to build and deploy your own Business Central Role Centers, assign them to users securely, and customize ERP workspaces according to business-specific operational and consultant requirements.

Key Concepts: Dynamics 365 Business Central, AL coding, Role Center customization, Visual Studio Code, launch.json, app.json, ERP implementation

This lecture introduces a complete fictional shirt manufacturing company used to simulate real-world ERP implementation in Dynamics 365 Business Central. The business flow is structured across multiple operational stages, including domestic raw material procurement, international machine import, subcontracted design services, employee-based production, tailoring, accessories purchase, finishing, alteration services, tagging, and domestic and export sales. Each stage is mapped to vendors, employees, resources, users, and role-specific responsibilities such as purchasing agents, production planners, HR managers, service managers, and sales managers. The lecture also connects GST compliance, service revenue, fixed assets, and legal entity requirements, helping learners understand Business Central data truthness and practical ERP consulting through a full business model.

Business Scenario: Building a legally compliant shirt manufacturing company inside Business Central to simulate procurement, production, sales, taxation, and export operations before real-time ERP implementation.

What You Learn: Vendor creation, employee setup, procurement flows, subcontracting, fixed asset planning, GST logic, export sales, role allocation, operational mapping, and how multiple departments connect inside Business Central ERP processes.

Practical Outcome: Gain the ability to design a complete business model inside Business Central, structure real operational workflows, and prepare a strong practical foundation for ERP consulting, AL customization, and implementation projects.

Key Concepts: Dynamics 365 Business Central, ERP implementation, fictional company setup, procurement process, GST compliance, export sales, Business Central data truthness

This lecture explains how a fictional company in Dynamics 365 Business Central must comply with legal and regulatory requirements based on national business laws, using India as the implementation example. It covers company registration through the Ministry of Corporate Affairs, legal entity selection, PAN, TAN, Digital Signature Certificate, Director Identification Number, company incorporation, and filing requirements such as MOA, AOA, annual returns, and financial statements. The session also connects direct tax, indirect tax, employee deductions, refunds, and compliance workflows to Business Central setup. Additional elements like global location number, trademark registration, and auditor access are introduced to ensure Business Central data truthness and complete ERP implementation with consultant-level compliance planning.

Business Scenario: Registering a legally compliant private limited company and preparing all mandatory tax, filing, and governance requirements before implementing full ERP operations inside Business Central.

What You Learn: MCA registration, company incorporation, PAN, TAN, DSC, DIN, MOA, AOA, annual return filing, direct and indirect taxation, auditor requirements, refund processes, and legal compliance mapping for Business Central.

Practical Outcome: Gain the ability to structure Business Central implementation based on real legal entity requirements, align ERP processes with government compliance, and prepare accurate master data for accounting, audit, and consultant-driven system setup.

Key Concepts: Dynamics 365 Business Central, MCA registration, company incorporation, PAN and TAN, legal compliance, ERP implementation, Business Central data truthness

A business must move beyond company registration and maintain continuous tax compliance through invoices, GST returns, e-way bills, and e-invoicing integration with government systems. This lecture explains how indirect tax compliance is structured in ERP implementation using Microsoft Dynamics 365 Business Central and Excel-based data validation. It covers GST registration, customer classification, invoice formats, IRP portal registration, e-way bill generation, JSON upload processes, GSTR filing formats, input tax credit logic, HSN code selection, API integration, and AL customization for standardized reporting. Learners understand how Business Central can be aligned with government compliance requirements using structured master data, ERP processes, technical documentation, and API-driven automation.

Business Scenario: A company registered in Business Central must manage GST compliance, e-invoices, e-way bills, return filing, and government reporting for daily sales and supply transactions.

What You Learn: GST workflow structure, GSTR return logic, input tax credit concept, invoice registration portal integration, JSON compliance formats, API authentication, HSN classification, and AL-based ERP customization for tax compliance.

Practical Outcome: Learners gain practical understanding of building tax-compliant Business Central processes that support standardized reporting, government portal integration, and efficient ERP-based GST operations.

Key Concepts: GST compliance, Dynamics 365 Business Central, E-invoice integration, GSTR filing, E-way bill, AL development, ERP tax automation

An exporter managing international sales must handle customs compliance, logistics coordination, payment terms, and trade documentation before goods reach the overseas buyer. This lecture explains how export-import operations are structured for ERP implementation using Microsoft Dynamics 365 Business Central, with focus on customs procedures, Incoterms, freight handling, valuation rules, and trade compliance. It covers container loading, port operations, customs inspection, freight forwarders, FOB and CIF concepts, payment methods such as letter of credit and document-based settlement, customs duty calculations, valuation methods, foreign trade policy benefits, and trade agreement structures. Learners understand how to configure Business Central fields and processes for accurate export documentation, compliance, and ERP-driven international trade management.

Business Scenario: A company exporting goods internationally must manage logistics, customs clearance, payment terms, valuation, and trade compliance while integrating export operations into Business Central.

What You Learn: Export workflow structure, customs procedures, Incoterms logic, freight and port charges, international payment methods, customs valuation rules, duty calculations, foreign trade policy benefits, and ERP customization for export compliance.

Practical Outcome: Learners gain practical understanding of building export-compliant ERP processes that support customs reporting, trade documentation, payment tracking, and Business Central implementation for international operations.

Key Concepts: Export compliance, Dynamics 365 Business Central, Incoterms, Customs valuation, FOB CIF, Letter of Credit, ERP international trade

A business importing or exporting goods must manage customs registration, duty payments, document filing, and government portal compliance before completing international trade transactions. This lecture explains how customs compliance is structured for ERP implementation using Microsoft Dynamics 365 Business Central by aligning importer-exporter documentation with government systems such as DGFT, ICEGATE, and customs filing platforms. It covers IEC registration, certificate management, customs duty calculation, exchange rate validation, tariff classification, flat file preparation, bill of entry processes, bond and certificate handling, invoice structuring, and electronic filing requirements. Learners understand how Business Central fields, master data, and AL customization can be standardized to support customs automation, compliance reporting, and full ERP-driven trade operations.

Business Scenario: A company handling imports and exports must complete IEC registration, customs duty payments, bill of entry filing, and documentation compliance while integrating these processes into Business Central.

What You Learn: IEC workflow, DGFT and ICEGATE processes, customs duty calculation, tariff and exchange rate validation, flat file preparation, bill of entry structure, certificate and bond management, and ERP customization for customs compliance.

Practical Outcome: Learners gain practical understanding of building customs-compliant ERP processes that support automated filing, duty calculation, trade documentation, and Business Central implementation for international business operations.

Key Concepts: Customs compliance, Dynamics 365 Business Central, ICEGATE integration, DGFT registration, Bill of Entry, IEC code, ERP customs automation

In this lecture, we move from indirect taxation and customs compliance into direct taxation and statutory deductions that every company must manage within Microsoft Dynamics 365 Business Central. We begin with TDS (Tax Deducted at Source), where companies deduct tax before making payments to employees, contractors, and service providers, and TCS (Tax Collected at Source), where sellers collect tax on specified goods like jewelry and deposit it to the government. The lecture explains registration through the TRACES portal, challan payment process, BSR code, challan serial number, filing quarterly TDS returns, correction procedures, due dates, and validation utilities like RPU and FVU. We also cover income tax filing for domestic companies through ITR-6, government deductions, strategic tax planning, and how Business Central can integrate JSON-based compliance preparation. Finally, we discuss EPFO compliance, employer and employee provident fund contributions, ECR schema, wage calculations, pension allocation, and file upload structures required for statutory payroll compliance. The focus throughout is on identifying real government data fields, return structures, filing formats, and legal schemas required to customize Business Central for full automation of Indian direct tax compliance.

Business Scenario
Implementing TDS, Income Tax, and EPFO compliance inside Business Central using real government filing structures and return utilities.

What You Learn
TRACES registration, challan payment, TDS return filing, ITR-6 compliance, EPFO contribution setup, and statutory schema integration.

Practical Outcome
Build a fully compliant direct taxation and payroll structure inside Business Central using real Indian government formats and legal data requirements.

Key Concepts: TDS, TCS, TRACES Portal, Challan Payment, BSR Code, TDS Return Filing, RPU, FVU, ITR-6, Income Tax Filing, EPFO, ECR Schema, Provident Fund, Payroll Compliance, Business Central Direct Tax Setup

In this lecture, we begin the practical Business Central implementation by entering all the legal master data collected from government portals into our newly created company setup. Using the default Cronus company as a cross-reference, we configure Company Information from scratch, including company name, registered address, postal codes, ISO country codes, state codes, communication details, phone codes, website setup, GLN (Global Location Number), industrial classification (NIC code), CIN (Corporate Identification Number), PAN, TAN, GST registration, ministry codes, PR code, assessing officer details, and banking information such as current account details, branch code, and SWIFT code. We then move into operational setup by creating import warehouse, export warehouse, and manufacturing locations with proper warehouse logic such as receive, put-away, pick, shipment, directed put-away, cross-docking, bins, and responsibility centers. The lecture also explains warehouse flow concepts like inbound logistics, outbound logistics, cross docking, bonded warehouse, job shop production, assembly, production setup, and 1PL to 5PL logistics responsibility structures. We additionally configure calendars for customs holidays, tax classifications, GST liability methods, subcontracting structure, and input service distribution concepts. Finally, we review required customization gaps such as enum corrections, account field modifications, IBAN removal, and company status improvements to prepare Business Central for full Indian statutory and operational compliance.

Business Scenario
Building the complete legal and operational master setup of a newly incorporated company inside Business Central using real government registration data.

What You Learn
Company Information setup, legal master data entry, warehouse creation, logistics structure, tax configuration, and compliance-based Business Central customization.

Practical Outcome
Create a fully compliant Business Central company foundation with real Indian legal data, warehouse operations, and statutory setup ready for implementation.

Key Concepts: Company Information Setup, PAN, TAN, GST Registration, CIN Number, GLN Number, ISO Country Codes, NIC Code, Warehouse Setup, Import Warehouse, Export Warehouse, Manufacturing Location, Cross Docking, Responsibility Centers, Logistics Management, Business Central Implementation

In this lecture, we move from standard setup into real customization inside Microsoft Dynamics 365 Business Central. After identifying that the default “Company Status” field does not match the official company classifications provided by the Government of India, we begin extending Business Central using AL development in VS Code. We create custom enums, table extensions, page extensions, modify captions, and align company information fields with Indian legal compliance. Alongside this, we introduce a practical business strategy example for our shirt manufacturing company—using customer quotations, discounts, and reward logic to improve production planning, reduce cycle time, and support Just-in-Time manufacturing.

Business Scenario
Customizing Business Central to match Indian legal company structures while building strategic business logic for demand forecasting and promotional sales.

What You Learn
How to create enums, table extensions, page extensions, custom reports, XML exports, and role center headlines using AL code and Microsoft-provided resources.

Practical Outcome
Build compliance-ready customization and reporting structures that connect real business strategy, customer behavior, and operational efficiency inside Business Central.

Key Concepts
Business Central AL Development, Enum Extension, Table Extension, Page Extension, Company Status Customization, Report Builder, XMLPort Export, Role Center Headline, Demand Forecasting, JIT Manufacturing, VS Code, Microsoft Dynamics 365 Business Central

In this lecture, we move from basic AL objects into practical ERP design by building a complete Discount Sales Promotion system in Microsoft Dynamics 365 Business Central. Starting from custom tables and list pages, we create a master pricing structure for shirt colors, pricing, GST category, discount percentage, and quantity thresholds. Then we develop a quotation calculator page using lookup logic, automatic number series, discount validation, price calculations, and customer quotation workflows. Finally, we design FactBox card pages, actions, codeunits, and web service publishing—showing how Business Central transforms Excel-based business logic into a fully functional ERP solution for pricing strategy, quotation management, and operational forecasting.

Business Scenario
Build a real-world sales promotion and quotation system using Business Central instead of manual Excel pricing sheets.

What You Learn
Custom tables, list pages, number series, FactBox design, codeunits, validation logic, pricing calculations, and API publishing.

Practical Outcome
Create a complete ERP quotation workflow with automation, discount strategy, customer quotations, and web service integration.

Key Concepts
D365 Business Central, AL Development, Tables, Pages, FactBox, Codeunit, Number Series, Lookup Fields, Discount Calculation, Quotation System, Web Services, API Publishing, ERP Automation