Dynamics 365 Business Central Online Training Course

1. www.visualpath.in +91-7032290546

2. Introduction • Microsoft Dynamics 365 Business Centralis a powerful cloud-based ERP solution tailored for small to medium businesses looking to manage finances, operations, sales, and customer service—all in one place. • If you're transitioning from legacy systems like Tally or Excel, Business Central setup might seem daunting at first—but it’s simpler than you think. • With the right guidance, you can unlock advanced features like automated workflows, real-time dashboards, and seamless Power Platform integration. • Here are some must-know tips to help you confidently start your journey with Business Central ERP.

3. Choose Right Partner • Work with a certified Dynamics 365 partner to simplify licensing and deployment. • Partners help customize Business Central based on your industry needs (e.g., manufacturing, retail). • They offer post-deployment support, training, and data migration help. • Evaluate their expertise in Microsoft ecosystem integration. www.visualpath.in +91-7032290546

4. Understand Licensing • Pick between Essentials vs. Premium license based on modules (e.g., manufacturing, service). • Business Central is available as SaaS (Cloud) or On-Premises—choose based on scalability needs. • Use Microsoft Volume Licensing calculator to estimate costs. • Ensure user roles (Full, Team Member, External Accountant) are clearly defined. www.visualpath.in +91-7032290546

5. Set Up Chart • Configure Chart of Accounts (COA) correctly before data entry begins. • Match the COA with your company’s financial reporting structure. • Use dimensions to track costs across departments, projects, and locations. • Don’t copy legacy COAs—opt for a more modern, scalable layout. www.visualpath.in +91-7032290546

6. Master Navigation • Use the Role Center dashboard to personalize your workspace based on your job role. • Pin frequently used pages to the navigation pane or homepage. • Leverage Tell Me search bar to quickly find pages, reports, or settings. • Use keyboard shortcuts to work faster (e.g., Alt + Q, Ctrl + Alt + F1). www.visualpath.in +91-7032290546

7. Import Key Data • Start with importing Master Data: Customers, Vendors, Items, and GL Accounts. • Use Configuration Packages or Rapid Start Services for structured imports. • Clean and format Excel files to avoid upload errors. • Always backup data before and after each import session. www.visualpath.in +91-7032290546

8. Automate Workflows • Set up approval workflows for purchase orders, sales quotes, and payments. • Use Power Automateto trigger notifications and custom logic. • Configure recurring tasks like bank reconciliations or invoice posting. • Build low-code apps or flows to connect Business Central with Teams, Outlook, or SharePoint. www.visualpath.in +91-7032290546

9. Explore Reporting Tools • Use Standard Reports, Account Schedules, and Jet Reports for real-time financial insights. • Integrate with Power BI to create custom dashboards and KPIs. • Export reports to Excel for further analysis or presentation. • Schedule reports to auto-send via email to stakeholders. www.visualpath.in +91-7032290546

10. Conclusion • Getting started with Dynamics 365 Business Central is a strategic move toward better business process automation. • With the right setup, you can streamline everything from finance to supply chain. • Take advantage of Business Central’s integration with Microsoft 365 apps, making your data work smarter. • Whether you're a start-up or scaling SMB, these tips will put you on the right track for success. www.visualpath.in +91-7032290546

11. CONTACT For More Information About Microsoft Dynamics 365 Business Central Training Address:- Flat no: 205, 2nd Floor,Nilgiri Block, Aditya Enclave,Ameerpet, Hyderabad-16 Ph. No : +91-7032290546 Visit : www.visualpath.in E-Mail : online@visualpath.in

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13. "Efficiency begins when insight meets action—let Dynamics 365 Business Central be the engine that drives both."