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Top Training for Your Microsoft Business Central Skills

  • Business Central training
  • Published by: André Hammer on Feb 06, 2024

Improving your skills in Microsoft Business Central is important. Whether you're experienced or new, getting better at this business management tool is crucial for success. This article will look at the top training resources that can help you improve your skills. There are plenty of options, like online courses and interactive tutorials, to choose from. Let's explore the best ways to enhance your proficiency in Microsoft Business Central.

Essential Business Central Training for Beginners

Overview of Microsoft Business Central

Microsoft Business Central has many important features and functions. It includes financial management, supply chain management, project management, and sales and service management. These functions all work together on one platform to help businesses run more efficiently. By automating tasks and workflows, Business Central makes processes smoother, reduces errors, and increases overall efficiency.

Basic Navigation and UI Familiarisation

New users can easily navigate through the Microsoft Business Central interface. They can start by learning about basic UI elements like the menu bar, ribbon, and search functionality. The 'Get Started' pane is handy for accessing common tasks and setting up preferences for a more personalised experience.

Important features for beginners to understand include creating and modifying records, navigating lists and documents, and accessing reports and analysis tools. Beginners can practice by using a sample company or demo data, customising their workspace, and seeking help from the Help menu or using the ‘Tell Me’ search feature.

It's also important for beginners to maintain data integrity by avoiding duplicate entries and ensuring accurate input. This will help them make the most of the software and ensure smooth operations.

Setting Up a Company in Business Central

Setting up a new company in Business Central is quite simple. To start, access the setup assistant in the system and follow the step-by-step instructions. This includes entering basic company information like name, address, and industry.

Next, configure the chart of accounts and set up the general ledger, sales, and purchasing processes. It's important to customize fields, add new users, and define security roles to meet the company's specific needs.

For best results, follow practices like regular data backups, maintaining accurate financial records, and system maintenance. Stay updated with the latest system updates and make the most of available training resources for maximum benefit.

Sales and Purchasing Process Basics

Sales and purchasing processes are important for any business. They involve inventory, sales, and purchasing.

In the sales process, key steps include identifying customer requirements, creating sales orders, managing customer communications, and invoicing. Meanwhile, the purchasing process involves creating and managing purchase orders, managing vendor interactions, and receiving goods.

Inventory management is also important. It ensures products are available for sale, tracks stock levels, and manages order fulfillment.

Understanding these processes is important for smooth business operations.

Intermediate Business Central Skills Development

Inventory Management

Effective inventory management is very important for businesses. It directly affects overall operations and profitability. Optimising stock levels and reducing carrying costs can improve cash flow and increase the bottom line.

Successful inventory management processes include accurate forecasting, efficient order processing, and streamlined warehouse operations.

These processes can be implemented in Business Central through automated replenishment routines, demand forecasting, and real-time inventory tracking.

Business Central allows companies to track and analyse inventory levels, identify trends, and make informed decisions about stock replenishment and ordering. This can help businesses avoid stockouts, reduce excess inventory, and ultimately improve customer satisfaction.

Using Business Central's reporting and analysis tools, businesses can gain valuable insights into their inventory management performance and make data-driven decisions to enhance efficiency and profitability.

Role-Based Workspaces

Role-based workspaces in Microsoft Business Central allow individual users to access relevant information and tasks based on their role within the company. For example, a salesperson can access customer data, sales orders, and inventory information, while a purchasing agent can access vendor details, purchase orders, and payment processing.

This tailored approach helps each user focus on their specific responsibilities, increasing overall productivity. The benefits include streamlined workflows, improved task organization, and easier access to relevant data, saving time and reducing the risk of errors and miscommunication.

Role-based workspaces also enhance efficiency and productivity in specific business processes. For instance, a warehouse manager can quickly access inventory levels and shipment tracking, enabling better decision-making and resource allocation. This targeted approach helps streamline operations and ensure smooth business function.

Workflow Design and Automation

Workflow design and automation can make Business Central more efficient and productive. This is done by streamlining repetitive processes, reducing errors, and ensuring consistent results.

For example, automating tasks like data entry for invoices or order fulfillment saves time, reduces errors, and speeds up order processing. When implementing workflow design and automation in Business Central, it's important to identify labour-intensive and error-prone processes, choose automation tools that fit the business needs, and make sure automated workflows follow industry regulations and standards. Integration of workflow design and automation with Microsoft 365 applications is best done using Microsoft's Power Automate platform. By using Power Automate, users can easily connect Business Central with other Microsoft 365 applications like Outlook, Excel, and SharePoint, creating a smooth experience across different business processes.

Data Analysis and Reporting

Data analysis and reporting are very important for making smart business decisions. In Business Central, businesses can use tools to find patterns and insights in their data. These tools help them understand how the company is doing.

Business Central has tools like financial reporting, data visualisation, and custom report generation. These tools help users work with big amounts of data and see how the company is performing.

To show data from Business Central to stakeholders, businesses can use charts and dashboards. These visual aids make the data easier to understand. They can also create reports and presentations to share the information with stakeholders. Using these tools in Business Central makes it easier for companies to analyse data and make better decisions.

Advanced Business Central Training Courses

Project Management within Business Central

Business Central helps with project management. It has tools and features to streamline the process. For instance, it offers project management functionality to create and manage projects, set up tasks and budget, allocate resources, and monitor progress in real-time. These tools help track and analyse project performance. Business Central also has reporting and analytics capabilities to provide insights into resource utilization, budget allocation, and project profitability.

This helps projectmanagers make informed decisions for successful project outcomes. With these features, project managers can use Business Central to enhance efficiency, accuracy, and productivity in their project management efforts.

Advanced Financials and Accounting Techniques

Advanced financial and accounting techniques can improve decision-making and strategic planning in a business. Using tools like predictive analytics and financial modeling helps gain a deeper understanding of financial data. This leads to more informed decisions and proactive planning to identify trends and potential risks.

Implementing advanced financials and accounting techniques in Business Central requires considerations such as data accuracy, system integration, and staff training. Challenges may arise in data synchronization between systems and the need for ongoing maintenance.

Business Central can be customized to support advanced financial reporting and analysis. This includes integrating third-party tools for specialized reporting and using features like dimensions and analysis views to categorize and analyze financial data. Customizations can also streamline the financial close process and automate routine tasks, saving time and improving efficiency.

Developing Extensions for Business Central

Developing extensions for Business Central involves several important steps:

  • First, the developer analyses user needs.
  • Then, they design the extension.
  • After that, they code it.
  • Following this, they publish it.
  • And they also perform regular updates based on user feedback.

To integrate third-party applications with Business Central, developers can use APIs to establish a connection and exchange data between the systems. This creates a more seamless and efficient experience for users.

For instance, a developer can create a custom extension that connects Business Central with a customer relationship management (CRM) system. This allows sales teams to access customer data from within Business Central.

Moreover, developers can use webhooks to automatically trigger actions in Business Central when specific events occur in the third-party application. This ensures data accuracy and consistency.

These methods enable the customization and integration of Business Central to meet specific business needs and optimize workflows.

Integrations with Microsoft 365 Applications

Microsoft Business Central can work together with Microsoft 365 applications for smoother communication and data sharing. This integration helps businesses manage their finances, operations, and customer relationships in one place. The benefits include better visibility and control over business operations, real-time data access for improved decision-making, and enhanced security and compliance with data protection regulations.

It also improves collaboration and productivity by centralizing keybusiness information and communication tools.

Business Central Training from Certified Professionals

Microsoft Certified Trainers and Their Impact

Microsoft Certified Trainers are important for Business Central training. They help individuals develop skills by following Microsoft's learning paths. Trainees gain a deep understanding of Business Central through practical examples and real-world case studies. The trainers' guidance ensures that trainees not only learn theory but also gain practical skills for using Business Central in a business context.

This leads to an overall improvement in understanding and application of the software, making trainees more skilled at using Business Central in their professional roles.

Learning Paths Recommended by Microsoft

Microsoft suggests learning paths for Business Central training. These paths are designed to help users acquire the skills they need for success. The learning paths include beginner, intermediate, and advanced courses. These cover topics like financial management, sales, purchasing, and warehousing. Microsoft Certified Trainers bring added value to the training sessions. They offer expertise and real-world experience, enhancing the learning process.

Their guidance can help learners fully understand the capabilities of Business Central and how to best use its features in a business context. In the intermediate and advanced training courses, participants delve deeper into areas like finance, distribution, and reporting. They also learn about application setup and best practices for implementing Business Central in the workplace.

Wrapping up

The article talks about the best ways to improve your Microsoft Business Central skills. It includes different training courses and resources to help you get better at using the software. These training programs are designed to give you a good understanding and useful skills for using Microsoft Business Central in a business.

Readynez offers a 5-day MB-800 Microsoft Dynamics 365 Business Central Functional Consultant Course and Certification Program, providing you with all the learning and support you need to successfully prepare for the exam and certification. The MB-800 Microsoft Dynamics 365 Business Central Functional Consultant course, and all our other Microsoft courses, are also included in our unique Unlimited Microsoft Training offer, where you can attend the Microsoft Dynamics 365 Business Central Functional Consultant and 60+ other Microsoft courses for just €199 per month, the most flexible and affordable way to get your Microsoft Certifications.

Please reach out to us with any questions or if you would like a chat about your opportunity with the Microsoft Dynamics 365 Business Central Functional Consultant certification and how you best achieve it. 

FAQ

What are the top training programs for improving Microsoft Business Central skills?

Some of the top training programs for improving Microsoft Business Central skills include:

  1. Microsoft Learn.
  2. Pluralsight.
  3. Udemy.
  4. Coursera.
  5. LinkedIn Learning

How can I find the best training resources for Microsoft Business Central?

To find the best training resources for Microsoft Business Central, visit the Microsoft Learn website for free courses and tutorials. Additionally, consider paid training options from certified Microsoft partners like Pluralsight and Udemy.

What are the key skills I should focus on when training for Microsoft Business Central?

The key skills to focus on when training for Microsoft Business Central are financial management, reporting, and data analysis. Familiarize yourself with using the Chart of Accounts, creating financial statements, and utilizing various reporting tools. Additionally, practice manipulating and interpreting data for decision making.

Are there any online courses that are highly recommended for enhancing Microsoft Business Central skills?

Yes, there are several highly recommended online courses for enhancing Microsoft Business Central skills. Some popular options include courses on platforms such as Udemy, LinkedIn Learning, and Microsoft's own training website.

Where can I find comprehensive training materials specifically designed for Microsoft Business Central?

You can find comprehensive training materials for Microsoft Business Central on the official Microsoft website, as well as on platforms like LinkedIn Learning and Udemy. These materials include video tutorials, guides, and hands-on exercises.

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