81220 Настройка приложений в Microsoft Dynamics 365 Business Central

Description

This course provides students with the tools to implement and maintain cross-application setup data after the system components are installed. The focus is on the application-oriented work involved in setting up and maintaining company-wide rules, data, and users.

What are the goals for this course?

• Understand RapidStart Services Process Flow
• Configure a New Company Using RapidStart Services
• Use Configuration Worksheets and Questionnaires
• Use Data Templates
• Import Configuration Packages
• Perform Data Migration Using Assisted Setup
• Setup Users and User Groups
• Use Permission Sets
• Set up the Change Log
• Make Change Log Entries
• Use Number Series
• Set up Source Codes
• Set up Specific Posting Groups
• Set up General Posting Groups
• Use Dimensions and Enter Dimension Values
• Posting with Dimensions
• General knowledge of Microsoft Office
• Basic understanding of accounting
• Basic knowledge of Business Central or complete 81241AE: Introduction to Microsoft Dynamics 365 Business Central

What are the prerequisites to consume this course?

Module 01: Set Up a Company Using RapidStart Services

• RapidStart Services Process Flow
• Configuration Worksheet
• Configuration Questionnaires
• Data Templates
• Configuration Package
• Creating Configuration Packages
• Configure a New Company Using RapidStart Services
• Data Migration Using RapidStart Services
• Migrate Data Using RapidStart Services
• Field Mapping
• Missing Codes
• Data Migration Using Assisted Setup

Module 02: Manage Users

• User-Specific Setup
• RoleTailored User Setup
• Assign Profiles to Users

Module 03: Change Log Setup

• Change Log Overview
• Setting up the Change Log
• Change Log Entries
• Working with Change Log Entries

Module 04: Set Up Number Series

• Number Series
• Setting Up Number Series
• Number Series Relationships
• Setting Up Number Series Relationships

Module 05: Set Up Trail Codes

• Source Codes and Source Code Setup
• Reason Codes
• Practice: Create Reason Codes and Use them in a General Journal

Module 06: Set Up General Journal Templates and Batches

• General Journal Templates, Batches, and Lines
• Create Journal Templates and Batches

Module 07: Set Up Posting Groups

• Specific Posting Groups
• Set Up and Assign Specific Posting Groups
• General Posting Groups
• Set Up General Posting Groups
• General Posting Setup
• VAT Posting Groups
• VAT Posting Setup
• Set up VAT using the Assisted Setup

Module 08: Set Up Dimensions

• Dimensions and Dimension Values
• How to Set Up Dimensions and Dimension Values
• Entering Dimensions Manually in Documents
• Dimensions in General Ledger Setup
• Setting Up Dimensions in General Ledger Setup
• Default Dimensions
• Assign Default Dimensions to Single Accounts
• Assign Default Dimensions to Multiple Accounts
• Account Type Default Dimensions
• Assign Account Type Default Dimensions
• Default Dimension Priority
• Conflicting Default Dimensions
• Dimension Combinations
• Setting Up Dimension Combinations

Module 09: Workflow

• Workflow in Microsoft Dynamics 365 Business Central
• Analyze the Purchase Invoice Workflow
• Workflow Setup
• Create Workflows
• Use Workflows

Module 10: Set Up and Manage Approval Workflows

• Approval User Setup
• Approval Workflows
• Set up Approval Workflows using Assisted Setup
• Use the Purchase Document Approval System