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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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Microsoft

Set up responsibility centers in Dynamics 365 Business Central

Do you want to know how to configure a decentralized distribution strategy in Business Central? Complete this module to discover how to set up responsibility centers and how you can use them to decentralize purchase management to local warehouses.

Units in this learning path:

• 1 Introduction
• 2 Set Up New Responsibility Center
• 3 Link Responsibility Centers Business Data
• 4 Purchase Items Local Warehouses
• 5 Exercise
• 6 Check
• 7 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Supply Chain Management

Duration: 39 minutes

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Microsoft

Set up returns management in Dynamics 365 Business Central

Do you need to handle sales and purchase returns? In this module, learn how to set up returns management in Dynamics 365 Business Central.

Units in this learning path:

• 1 Sales Return
• 2 Purchase Return
• 3 Reasons
• 4 Check
• 5 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Business Applications

Duration: 26 minutes

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Microsoft

Set up routings in Dynamics 365 Business Central

Learn how to set up routings in Dynamics 365 Business Central.

Units in this learning path:

• Introduction
• Set Capacity
• Capacity Types
• Work Center Groups
• Work Centers
• Machine Centers
• Capacity Constrained
• Create Routing
• Routing Version
• Exercise Calendar
• Exercise Center
• Exercise Routing
• Check
• Summary

Products: Dynamics Business Central

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Manufacturing Processes

Duration: 78 minutes

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Microsoft

Set up taxes in Dynamics 365 Finance

Streamline tax management with automated calculations and compliance in Dynamics 365 Finance to enhance efficiency through ledger postings and sales tax configurations.

Units in this learning path:

• Introduction
• Configure Ledger Posting Groups
• Configure Sales Tax Authorities
• Exercise Set Up Sales Tax Authorities
• Configure Sales Tax Settlemen Periods
• Exercise Set Up Sales Tax Settlement Periods
• Create Sales Tax Codes
• Configure Sales Tax Groups Item Tax Groups
• Exercise Set Up Sales Tax Codes Groups
• Check
• Summary

Products: Dynamics 365, Dynamics Finance

Roles: Functional Consultant

Level: Intermediate

Subjects: Finance Accounting

Duration: 72 minutes

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Microsoft

Set up the Shopify connector in Dynamics 365 Business Central

Learn how to create Shopify shops in Business Central and learn about the other setup tasks that are related to the Shopify connector.

Units in this learning path:

• Introduction
• Create Shop
• Locations
• Shipment Methods
• Payment Methods
• Exercise Create Shop
• Exercise Map Locations Payments Shipments
• Check
• Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Business Applications

Duration: 49 minutes

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