
In this lecture, you will meet your instructor, we will have a look at the agenda of this course and start off with a bit of theory on the core concepts of Business Central.
In this lecture, you will understand how to get access to a free demo database of Business Central, the so called Cronus Database.
In this lecture, you will understand
- how to sign in and out of Business Central
- how to change the settings of your user from the rolecenter
- the concepts of profiles and how to change them
- how to open the online help
In this lecture, you will understand
- the layout of the rolecenter
- the different sections of the rolecenter
- how to navigate to different parts of Business Central from the rolecenter
In this lecture, you will understand
- why to use the global search bar
- how to use the global search
- the different features of the global search
In this lecture, you will understand
- the general layout of lists in Business Central
- the menu ribbon
- the factbox pane
In this lecture, you will understand
- how the detailed view of a record is organized in Business Central
In this lecture, you will understand
- how to edit existing records
- how to create new records
- how to save your entries
- the different types of fields in Business Central
In this lecture, you will understand
- how to search records using the search bar
- how to filter lists using a single filter
- how to filter lists using multiple filters
In this lecture, you will understand
- how to personalize the menu ribbon
- how to personalize factboxes
- how to personalize list columns
- how to personalize cards
In this lecture, you will understand
- how to export lists to Excel
- how to share links to lists/cards in Business Central
- how to integrate One Drive
- how to integrate Business Central in Microsoft Teams
- possibilities and scenarios to integrate Business Central using Power Automate
In this lecture, you will understand
- how to install the Business Central Mobile App
- how to access your Business Central Database using the Mobile App
- how to use the Mobile App
- Differences of the Mobile App to the Webclient
- Best Practices of using the Mobile App
A Short Introduction to the most important new features in Release Wave 1 2023 and a preview of what to expect in Release Wave 2 2023 until March 2024.
Learn how to interact with the user interface of Business Central only using the keyboard, not the mouse.
Learn how to use and configure the new Data Search feature in order to find the records and information you are looking for much faster.
Learn how to use the powerful new data analysis mode in order to quickly get meaningful insights into your data inside of Business Central so you can take data driven decisions.
A Short Introduction to the most important new features in Release Wave 2 2023 and a preview of what to expect in Release Wave 1 2024 until September 2024:
Improvements of Analysis Mode and Search in Company Data
Improvements of the Mobile App
Improvements of Usability
This hands-on course is designed to give you a headstart in working with Business Central so you quickly feel at home in Microsofts popular ERP-System without tedious manuals. I used this course successfully in virtually all customer implementation projects I worked on over the years.
Updated in October 2024 with the latest features of Business Central Release Wave 1 2024.
Includes free 35-page Ebook with Key Learnings from the Course.
Microsoft Dynamics 365 Business Central is a very powerful ERP-System. But with great power comes great complexity, one might say. This course aims at reducing this complexity and vastness of Business Central by making sense of the user interface in all its aspects and features. No matter what your role or your tasks in Business Central are, what you learn in this course will always hold true and make you feel confident navigating the user interface.
By learning how to navigate the system, how to make use of records lists and cards, how to find and edit data, how to personalise Business Central for your needs and how to collaborate with your team, you will will be able to profit from the power of Business Central and quickly feel at home, wherever you go in the system. At the end of the course, you will have the opportunity to put your newly gained knowledge to the test in an exam.
So no matter if you are just starting to work with Business Central, if you are already working with it but are struggling with the interface, or if you simply need to prove prior knowledge and experience of Business Central in your next job interview, this course will be right for you. It is specifically designed for the needs of key users and end users of Business Central and the concept of it has proved successful in many if not all of the customer projects I worked at. By the end of the course, you'll be able to efficiently navigate and customize Business Central to boost productivity.
This course is also aimed at project managers who either want to check if Business Central offers the right user interface for their employees and organization, or are already implementing Business Central and are struggling to find the resources for proper end user training.
Microsoft Business central - formerly called Navision or Dynamics NAV - is a business management solution for small and mid-sized organizations that automates and streamlines business processes.
Last but not least, this course is updated with a lecture on the latest features and improvements every 6 months once a release wave is complete, so your skills will always be up to date.