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Microsoft

Set up payment reconciliation journals in Dynamics 365 Business Central

Do you want to know how to set up payment reconciliation journals in Dynamics 365 Business Central? This module will focus on how to set up payment reconciliation journals. It also explains how to modify payment application rules to automatically apply payment lines.

Units in this learning path:

• 1 Journals
• Number Series
• 2 Rules
• 2a File Import
• 3 Check
• 4 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Business Applications

Duration: 35 minutes

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Microsoft

Set up pipeline environments in Microsoft Power Platform

gear-duotone-light-full Software Development
Learn how to set up pipeline environments in Microsoft Power Platform.

Units in this learning path:

• Introduction Pipeline Environments Power Platform
• Set Up Pipeline Environments Roles
• Configure Environments Personal Pipelines
• Configure Environments Custom Pipelines
• Exercise Configure Environments Custom Pipeline Host
• Check
• Summary

Products: Power Platform, Dataverse, Power Apps

Roles: Maker, Functional Consultant, Solution Architect, Developer

Level: Intermediate

Subjects: Custom App Development

Duration: 23 minutes

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Microsoft

Set up posting groups in Dynamics 365 Business Central

This module explains what posting groups are and what they're used for in Dynamics 365 Business Central. Additionally, this module focuses on showing you how to set up posting groups to create links between accounts in the different application areas to the G/L accounts in the General Ledger application area.

Units in this learning path:

• 1 Set Up
• Multiple Posting Groups
• 2 Inventory
• 3 Groups
• 4 Configure
• 5 Exercise
• 6 Check
• 7 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 56 minutes

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Microsoft

Set up pricing dimensions in Dynamics 365 Project Operations

Learn to set up custom pricing dimensions and bookable resources in Dynamics 365 Project Operations.

Units in this learning path:

• Introduction
• Pricing Dimensions
• Project Operations
• Use Bookable
• Use Transaction
• Set Bookable
• Create Custom
• Add Custom
• Set Custom
• Update Plug
• Turn Off
• Exercise
• Check
• Summary

Products: Dynamics Project Operations, Dynamics 365, Dynamics Finance

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Business Applications

Duration: 80 minutes

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Microsoft

Set up project delivery management for stocked scenarios in Dynamics 365 Project Operations

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Learn about setting up project delivery management in Dynamics 365 Project Operations.

Units in this learning path:

• Introduction
• Project Management Phases
• Initiate Projects Setup
• Execute Project
• Analyze Project
• Exercise
• Check
• Summary

Products: Dynamics 365, Dynamics Project Operations, Dynamics Finance

Roles: Administrator, Business User, Functional Consultant

Level: Intermediate

Subjects: Process Workflow

Duration: 51 minutes

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Microsoft

Set up project planning lines in Dynamics 365 Business Central

Do you want to know how to plan resources and items for a project? If so, this module explains how to create project planning lines and how to budget a project.

Units in this learning path:

• 1 Introduction
• 2 Set Up Job with Lump Sums
• 3 Split Planning Lines
• 4 Change Dates
• 5 Exercise
• 6 Check
• 7 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Business Applications

Duration: 40 minutes

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Microsoft

Set up project posting groups in Dynamics 365 Business Central

Do you need to set up mapping between projects and the chart of accounts? This module demonstrates how to set up project posting groups with G/L accounts for WIP, project costs, and more.

Units in this learning path:

• 1 Introduction
• 2 Assign Job Posting Group to Job
• 3 Check
• 4 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Business Applications

Duration: 17 minutes

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Microsoft

Set up project task lines in Dynamics 365 Business Central

Do you want to learn how to assign tasks to a project in Business Central? In this module, you learn how to create project task lines, which are necessary to post to a project.

Units in this learning path:

• 1 Introduction
• Use Customers Project Tasks
• 2 Copy Job Task Lines
• 3 Check
• 4 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 18 minutes

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Microsoft

Set up projects and resources in Microsoft Dynamics 365 Business Central

Do you want to set up projects in Dynamics 365 Business Central? This learning path discusses how to set up projects, journals, posting groups, resources, and timesheets.

Modules in this learning path:

• Work with Jobs and Resources
• Set Up Job Posting Groups
• Configure Jobs Setup
• Create Journals for Jobs
• Create Resources
• Set Up Timesheets

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Business Applications

Duration: 150 minutes

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Microsoft

Set up projects in foreign currencies in Dynamics 365 Business Central

Do you want to know how to set up projects for customers in foreign currencies? This module explains how to assign currencies to a project and how to specify the exchange rate calculation for costs and prices.

Units in this learning path:

• 1 Introduction
• 2 Set Up Exchange Rate Calculation
• 3 Check
• 4 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Business Applications

Duration: 15 minutes

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Microsoft

Set up purchase prices and discounts in Dynamics 365 Business Central

Do you need to set up item purchase prices and item discounts? If so, then follow along with this module, which shows you how. Additionally, this module provides an overview of the conditions that can be used for special prices. You'll also learn how to set up and use purchase discounts.

Units in this learning path:

• 1 Set Up
• 2 Special
• 3 Line Discounts
• 4 Invoice Discounts
• 5 Check
• 6 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Marketing Sales

Duration: 31 minutes

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Microsoft

Set up put-away templates in Dynamics 365 Business Central

Do you want to learn how to set up put-away rules in Microsoft Dynamics 365 Business Central? This module discusses how to create put-away templates that contain the rules that the program applies when you're putting away items.

Units in this learning path:

• 1 Introduction
• 2 Create Put Away Template
• 3 Default Put Away Template
• 4 Assign Put Away Template Item
• 5 Exercise
• 6 Check
• 7 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Duration: 30 minutes

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