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By using batch jobs, you can avoid slowing down your computer or the server during typical working hours. You can run many tasks in finance and operations apps as part of batch jobs. For example, batch jobs can include tasks for printing reports, performing maintenance, or sending electronic documents.

Units in this learning path:

• 1 Batch Processing Overview
• 2 Batch Processing and Batch Servers
• 3 Batch Processing Reports and Setup Alerts
• 4 Copy a Batch Job
• 5 Batch Manager Role
• 6 Exercise Batch Jobs and Set Up Alerts
• 7 Setup Batch Jobs in F and O Quiz
• 8 Setup Batch Jobs in F and O Summary

Products: Dynamics 365, Dynamics Finance, Dynamics Scm

Roles: Functional Consultant, Business User, Developer

Level: Intermediate

Subjects: Process Workflow

Duration: 67 minutes

Learn how to set up cash flow forecasts using Microsoft Azure AI and include documents with future due dates.

Units in this learning path:

• 1 Introduction
• 2 Enhanced Forecasting
• 3 Setup
• 5 Exercise
• 6 Check
• 7 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 46 minutes

Cash management in Dynamics 365 Business Central is used to manage a company's bank accounts. Before you can start processing bank transactions, you should first set up cash management by creating bank accounts and journals.

Units in this learning path:

• 1 Accounts
• 1a Data
• 1b Payments
• 2 Setup
• 2a Customer Relationships
• 2a Relationships
• 2b Customer Accounts
• 2c Vendor Accounts
• Consolidate
• 2d Registration
• 2e Payment Services
• 3 Check
• 4 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 67 minutes

Streamline your business processes with Dynamics 365 Finance by effectively managing financial accounts in your organization's general ledger system.

Units in this learning path:

• Introduction
• Main Account Categories
• Main Account Information
• Allocation Terms
• Main Account Validation Options
• Main Account Closing Options
• Financial Tags
• Accounts Automatic Transactions
• Lab
• Check
• Summary

Products: Dynamics 365, Dynamics Finance

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 62 minutes

Learn to set up configurable products in Dynamics 365 Supply Chain Management.

Units in this learning path:

• Introduction
• Product Configurator
• Elements Model
• Scenario
• Product Model Components
• Exercise Set Up
• Create Model
• Expression Constraints
• Calculations
• Boms Routes
• Configuration Rules
• Sales Price Models
• Exercise Create
• Exercise Add
• Check
• Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Supply Chain Management

Duration: 81 minutes

Learn about cost and sales prices.

Units in this learning path:

• Introduction
• Price Lists
• Labor Bill Rates
• Labor Cost Rates
• Cost Sales Rates Expenses
• Cost Sales Rates Materials
• Budget
• Exercise
• Check
• Summary

Products: Dynamics 365, Dynamics Project Operations, Dynamics Finance

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Business Applications

Duration: 60 minutes

Although most customers pay their invoices on time, you must be able to process invoices that aren't paid by their due date. Accounts receivable collections information is managed in one central view by using the Collections page in Dynamics 365 Finance. Credit and collections managers can use this central view to manage collections.

Units in this learning path:

• 1 Config Credit Intro
• 2 Config Ar Credit
• 3 Config Credit Comp
• 4 Setup Interest Rates
• 5 Waive Reinstate
• 6 Setup Collect Letters
• 7 Exercise Setup Credit
• 8 Exercise Write Off
• 9 Conf Credit Coll Quiz
• 10 Conf Credit Summary

Products: Dynamics 365, Dynamics Finance

Roles: Functional Consultant

Level: Intermediate

Subjects: Finance Accounting

Duration: 88 minutes

If you want to know how to start using foreign currencies in Business Central, follow along with this module, which explains how to create currencies and enter exchange rates.

Units in this learning path:

• 1 Setup
• 2 Enter
• 3 Services
• 4 Assign
• 5 Check
• 6 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 33 minutes

If you are responsible for financial reporting, then follow along with this module to learn how to set up dimensions. Dimensions are used to group posted entries for reporting purposes. Dimensions can be used throughout Business Central on entries in journals, documents, and budgets. Additionally, dimensions offer more extensive analysis and reporting functionalities.

Units in this learning path:

• 1 Dimensions
• 2 Sales Order
• 3 Global Shortcut
• 4 Default
• 5 Account Types
• 6 Priorities
• 7 Combinations
• 8 Exercise
• 9 Check
• 10 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 79 minutes

Do you offer sales discounts? This module focuses on how to set up and use sales discounts in Business Central.

Units in this learning path:

• 1 Set Up
• 2 Use
• 3 Invoice
• 4 Customer Use
• Manage Experience
• 5 Exercise
• 6 Check
• 7 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 45 minutes

Learn how to integrate Dataverse and finance and operations apps using dual-write in Microsoft Dynamics 365.

Units in this learning path:

• Introduction
• Dual Write Architecture
• Dual Write Key Concepts
• Dual Write Release Strategy
• Dual Write Basic Navigation
• Installation Setup
• Exercise
• Check
• Summary

Products: Dynamics 365, Dynamics Finance

Roles: Solution Architect, Administrator

Level: Intermediate

Subjects: Cross Development, Architecture, Data Management

Duration: 69 minutes

Learn how to set up accounts, compose and send email messages, attach documents, assign scenarios, send sales documents, and check the outbox and sent emails in Microsoft Dynamics 365 Business Central.

Units in this learning path:

• 1 Introduction
• 2 Set Up Accounts
• 3 Compose Send
• 4 Send Documents
• 5 Document Send Profile
• 6 Assign Scenarios
• 7 Send Sales Document
• 8 Check Sent Emails
• 9 Check Email Outbox
• 10 Check
• 11 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Business Applications

Duration: 43 minutes