Get started with Trade in Microsoft Dynamics 365 Business Central

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Free Online Course: Get started with Trade in Microsoft Dynamics 365 Business Central provided by Microsoft Learn is a comprehensive online course, which lasts for 2-3 hours worth of material. The course is taught in English and is free of charge.

Overview
    • Module 1: Learn about the master data that is important when you work with Trade in Business Central. This module also provides an overview of items, customers, and vendors.
    • In this module, you will:

      • Create an item in Business Central.
      • Create a customer in Business Central.
      • Create a vendor in Business Central.
    • Module 2: 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.
    • In this module, you will:

      • Set up sales and receivables.
      • Set up purchases and payables.
      • Assign number series for sales and purchase documents.
      • Create locations.
      • Make locations mandatory by using inventory setup.

Syllabus
    • Module 1: Work with Trade master data in Microsoft Dynamics 365 Business Central
      • Introduction
      • Set up units of measure
      • Assign characteristics to an item
      • Set up item categories
      • Manage customers
      • Merge customer accounts
      • Manage vendors
      • Merge vendor accounts
      • Manage resources
      • Configure salespeople and purchasers
      • Exercise - Create a new item and a new location and link them to a vendor
      • Check your knowledge
      • Summary
    • Module 2: Set up Trade in Microsoft Dynamics 365 Business Central
      • Introduction
      • Purchases and payables setup
      • Set up locations
      • Inventory setup
      • Check your knowledge
      • Summary