Master AL Programming in 21-Day Business Central Developer

Module: Introduction to Microsoft Dynamics 365 Business Central

By the end of this exercise, learners will:

• Understand what Business Central (BC) is used for.

• Navigate through the Role Center, menus, and modules.

• Access customers, vendors, and items.

• Learn how to personalize the dashboard.

? Scenario

You have just joined “FineFoods Distribution Pvt Ltd” as a Junior Functional Consultant.
Your manager has given you a Business Central sandbox environment and asked you to explore its basic structure, navigation, and modules before you start configuration.

? Exercise Steps

1. Sign in and Explore Role Center

• Log in to Business Central (https://businesscentral.dynamics.com/) using your credentials.

• Identify the Role Center name on your homepage (e.g., Business Manager, Accountant, Sales Order Processor).

• Note the key sections on the screen:

  • Navigation bar (Home, Finance, Sales, Purchasing, etc.)

  • Action bar (New, Edit, Process, Report)

  • Activities and Cues (KPIs, Tiles)

  • Insights (Power BI visuals if available)

✅ Validation:
Write down your Role Center name and list three major actions you can perform from the homepage.

2. Search and Navigate

• Use the ? Tell Me (Search) bar at the top.

• Search for and open:

  • Chart of Accounts

  • Customers

  • Vendors

  • Items

• Explore the list pages — note columns, filters, and available actions.

✅ Validation:
List the total number of records in each of the above pages.

3. Explore Modules

• From the Navigation pane, explore the following modules:

  • Finance

  • Sales

  • Purchasing

  • Inventory

• For each module, note down at least two major tasks or pages.

✅ Example Answer:
Finance → Chart of Accounts, General Journals
Sales → Sales Orders, Posted Invoices

4. Personalize Your Role Center

• Click the ⚙️ Settings (Gear icon) → Personalize.

• Add a frequently used tile (e.g., “Customers”) to your homepage.

• Rearrange sections or hide any unwanted tiles.

✅ Validation:
Screenshot or describe your new Role Center layout.

5. Check Company Information

• Use Tell Me → search for Company Information.

• Review fields like Company Name, Address, Phone No., and Country/Region.

• Change the logo (if allowed in sandbox).

✅ Validation:
Confirm company name and country displayed in your environment.

6. Bonus (Optional)

• Switch Role Center:

  • ⚙️ Settings → My Settings → Role → change to Accountant or Sales Order Processor.

• Explore how the interface changes.

? Expected Outcome

Learners will be comfortable:

• Navigating modules and list pages

• Using search effectively

• Customizing their workspace

• Understanding the structure and flow of Business Central