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NEW to Business Central & Accounting

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Posted on by Community Member

Hello,

I am currently working on implementing Dynamics 365 - Business Central Essentials and learning how to do set up and work through business processes in the program. I do not have much of an accounting background, so this is all fairly new to me. I am looking for a course - or multiple courses that will help me with the basics, such as:

1. Migrating Data

2. Converting Sales Quote to Sales Invoice

3. Converting Purchase Quote to Purchase Invoice

4. Tracking shipments - this is least important.

5. Importing documents from vendors/customers and using these to help us fill in fields in Business Central

6. Creating Monthly Statement reports for Customers with outstanding/overdue accounts

7. Making Payments in Business Central (vendors, expenses, etc)

It would be helpful if the course(s) available would better help me understand the need for creating certain documents if we already have them sent to us from vendors. For example, I receive a Purchase Quote from a vendor - do I need to recreate this in Business Central for our records? Are we able to import this information to help fill out the fields? How would these imported documents be saved?

Any help/advice would be much appreciated!

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Marco Mels on at

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RE: NEW to Business Central & Accounting

Hello,

First of all: Welcome!

If I were new to this, I would start with the introductory courses and then the ones related to user navigation, etc.

Thanks.
Community Member on at

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RE: NEW to Business Central & Accounting

Hi Salah,

I have looked into Microsoft Learn and find the documents helpful, however, knowing where to start is a bit tricky. Do you have any recommendations or a step-by-step guide for which order to complete these modules in?
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Salah Eddine BENOUALA 485 on at

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RE: NEW to Business Central & Accounting

Hello Kasandra,

You can start learning on Microsoft Learn. There are a lot of courses and tutorials to achieve your requests.

https://docs.microsoft.com/en-us/learn/browse/?products=dynamics-business-central

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Best Regards,

Salah Eddine BENOUALA

Dynamics NAV & 365 Business Central Consultant

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