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Microsoft

Work with taxes in Dynamics 365 Finance

Ensure compliance and efficient tax management by learning about withholding taxes, sales tax exemptions, and conditional taxes for accurate financial reporting.

  • Microsoft Learn
  • 45 minutes
  • Self-paced
  • Free course
  • Free badge
  • Intermediate

Microsoft

Use the payment reconciliation journal in Dynamics 365 Business Central

Do you want to discover how to use payment reconciliation journals in Business Central? If so, then follow this module, which shows how to use the payment reconciliation journal to import bank statements and automatically match payments. This module also explains how you can post and reconcile the…

  • Microsoft Learn
  • 30 minutes
  • Self-paced
  • Free course
  • Free badge
  • Intermediate

Microsoft

Work with service orders in Dynamics 365 Business Central

Managing service orders is a crucial aspect of providing excellent customer service. This module describes how to effectively create, manage, and track service orders in Dynamics 365 Business Central, helping to lead toward streamlined service operations and enhanced customer satisfaction.

  • Microsoft Learn
  • 1 hour
  • Self-paced
  • Free course
  • Free badge
  • Intermediate

Microsoft

Create and process journal entries in Dynamics 365 Business Central

If you want to know how to use general journals, then this module can help. This module explains how to use general journals to post information into the general ledger and other accounts. You can also use the general journal to post cost allocations and other adjustments to the accounts, and then…

  • Microsoft Learn
  • 1.5 hours
  • Self-paced
  • Free course
  • Free badge
  • Intermediate

Microsoft

Set up Trade in Microsoft Dynamics 365 Business Central

Do you plan on using Trade in Business Central? If so, this module explains how you can set up the Trade application area in Business Central and how to create locations.

  • Microsoft Learn
  • 60 minutes
  • Self-paced
  • Free course
  • Free badge
  • Intermediate

Microsoft

Ship assemble-to-order items from the warehouse in Dynamics 365 Business Central

Do you want to know how to ship assemble-to-order items from the warehouse and how to pick components and ship the assembled item? This module explains the integration between warehouse management systems and assembly management in Microsoft Dynamics 365 Business Central.

  • Microsoft Learn
  • 20 minutes
  • Self-paced
  • Free course
  • Free badge
  • Intermediate

Microsoft

Configure BOM costing and reporting in Dynamics 365 Supply Chain Management

Configuring BOM costing and reporting in Dynamics 365 SCM streamlines cost management by providing accurate tracking of component and production costs, ensuring precise pricing and financial planning. It simplifies inventory management, reduces material waste, and enables efficient production with…

  • Microsoft Learn
  • 50 minutes
  • Self-paced
  • Free course
  • Free badge
  • Intermediate

Microsoft

Explore lead qualification in Dynamics 365

Learn how to use Dynamics 365 Sales to qualify leads, prioritize prospects with AI, and convert leads into opportunities using the Sales Qualification Agent, work list, sequences, and LinkedIn Sales Navigator.

  • Microsoft Learn
  • 1.5 hours
  • Self-paced
  • Free course
  • Free badge
  • Beginner

Microsoft

Suggest vendor payments in Dynamics 365 Business Central

Do you need to prepare vendor payments? If so, follow along with this module to discover how to process open vendor ledger entries and create payment suggestions based on criteria such as due dates and vendor priorities. This module also describes the available options to pay vendors.

  • Microsoft Learn
  • 35 minutes
  • Self-paced
  • Free course
  • Free badge
  • Intermediate

Microsoft

Work with data management in finance and operations apps

You can export or import data in finance and operations apps by using the Data management workspace. Validate the data by staging the source data, and then move it to the target tables in the finance and operations apps database.

  • Microsoft Learn
  • 1.5 hours
  • Self-paced
  • Free course
  • Free badge
  • Intermediate

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 applic…

  • Microsoft Learn
  • 55 minutes
  • Self-paced
  • Free course
  • Free badge
  • Intermediate

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