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Do you need to set up number series for documents, journals, and other records? This module explains how to set up number series and how to number documents, journals, and master data. Additionally, it shows you how to create and use source codes and reason codes in Dynamics 365 Business Central.

Units in this learning path:

• 1 Number Series
• 2 Relationships
• Suggest Numbers Copilot
• 3 Trail Codes
• 4 Exercise
• 5 Check
• 6 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Business Applications, Data Management

Duration: 50 minutes

Learn how to set up onboarding experiences in Dynamics 365 Business Central.

Units in this learning path:

• Introduction
• Onboard New Users
• Get Users Started Checklist
• Implement Tips Tour
• Check
• Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Developer, Functional Consultant

Level: Intermediate

Subjects: Business Applications

Duration: 56 minutes

Learn to set up order to cash in Dynamics 365 Supply Chain Management.

Units in this learning path:

• Introduction
• Overview
• Order Cash
• Relationship Management
• Customer Set Up
• Trade Agreements
• Sales Quotation
• Sales Order
• Order Promising
• Set Up Promising
• Set Up Hold Codes
• Set Up Commissions
• Set Up Search
• Check
• Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Supply Chain Management

Duration: 67 minutes

Learn how to set up organization and reference data in Microsoft for Sustainability.

Units in this learning path:

• Introduction
• Exercise Profile Data
• Check
• Summary

Products: Industry Solutions, Mscloud Sustainability

Roles: Business User, Functional Consultant, Solution Architect

Level: Intermediate

Subjects: Business Applications

Duration: 36 minutes

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

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

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

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

Learn to set up products for production for discrete manufacturing in Dynamics 365 Supply Chain Management.

Units in this learning path:

• Introduction
• Set Up Inventory Dimensions
• Set Up Production Dimensions
• Set Up Storage Dimensions
• Set Up Tracking Dimensions
• Check
• Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User, Administrator

Level: Intermediate

Subjects: Supply Chain Management

Duration: 22 minutes

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

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

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