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Small and medium business | Business Central, N...
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Business Central Training

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Posted on by 79

Evening everyone,

Just curious, there are obviously a lot of companies/people using BC365.

We have been setting ours up ready to move from our current accounting/erp software.

We are about to go live, and while everyone has sort of "got to grips" with it.

I'm curious though - our MS Partner doesn't offer any training - so how does everyone else know how to use it properly ? Does your partner offer training, or like us did you watch a load of videos, webinars and use trial and error in a sandbox environment first ?

Cheers,
Gareth

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  • Marco Mels Profile Picture
    on at
    RE: Business Central Training

    Hello,

    There are a couple of good books on Amazon or to be bought via your local bookstore that are written by partners / MVP's. They are very helpful as well. Channel9 is a youtube channel that has a few videos as well and I did personally look at the videos that are on Use Dynamics. They are quite good as well.

    The official learning path is already discussed. You can also work through the exercises to become functional consultant, you do not need to take the exam to work through these docs.

    Thanks.

  • Jason Nicolaou @ Sikich Profile Picture
    120 on at
    RE: Business Central Training

    The good news is that many of the leading practices didn't change that much from NAV to BC.  If you end up not finding something for BC, then search the same topic for NAV, then test inside of BC.  There may be minor changes like the NAV menu is called Navigate and BC calls it Related, but fundamentally you will get a preview of the process.  Also, keep in mind that that the integrations with the stack have come a long way.  Your may need to add steps like attaching documentation since it is easier now.  

  • Steven Renders Profile Picture
    5,644 Moderator on at
    RE: Business Central Training

    Have a look here:

    businesscentralbooster.com/

    https://plataan.tv/en

  • Community Member Profile Picture
    on at
    RE: Business Central Training

    Gareth,

    Depends on the Partner but most should offer some training or, at a minimum, give you links to recorded Microsoft Training. Here is my list though we do train our customers as well.

    URL: docs.microsoft.com/.../

    Navigation

    1. Work with the Microsoft Dynamics 365 Business Central user interface (Navigation)

    2. Work like a pro with data in Business Central (Navigation)

    Jobs

    3. Set up jobs and resources in Microsoft Dynamics 365 Business Central (Jobs)

    4. Create jobs in Microsoft Dynamics 365 Business Central (jobs)

    5. Calculate and post job WIP in Microsoft Dynamics 365 Business Central (jobs)

    6. Post job usage and sales in Microsoft Dynamics 365 Business Central (jobs)

    Financial/GL/Reporting

    7. Set up financial management in Microsoft Dynamics 365 Business Central (Finance)

    8. Use journals in Microsoft Dynamics 365 Business Central (finance)

    9. Create financial reports in Microsoft Dynamics 365 Business Central (reporting)

    10. Process financial periodic activities in Microsoft Dynamics 365 Business Central (finance)

    Sales/Purchasing/Inventory

    11. Get started with Trade in Microsoft Dynamics 365 Business Central (Sales/Purchasing)

    12. Sell items and services in Microsoft Dynamics 365 Business Central (sales)

    13. Purchase items and services in Microsoft Dynamics 365 Business Central (purchasing)

    14. Get started with Inventory Management in Microsoft Dynamics 365 Business Central (Inventory)

    AR/AP/Cash Mgmt.

    15. Post sales and purchase invoices in Microsoft Dynamics 365 Business Central (AP/AR)

    16. Reconcile bank accounts in Microsoft Dynamics 365 Business Central (Cash Mgmt.)

    17. Process customer and vendor payments in Microsoft Dynamics 365 Business Central (AP/AR)

    Fixed Assets

    18. Reclassify fixed assets in Microsoft Dynamics 365 Business Central (fixed assets)

    19. Manage basic fixed asset transactions in Microsoft Dynamics 365 Business Central (fixed assets)

    20. Create fixed assets in Microsoft Dynamics 365 Business Central (fixed assets)

    21. Manage fixed asset maintenance and insurances in Microsoft Dynamics 365 Business Central (fixed assets)

    22. Manage advanced fixed asset transactions in Microsoft Dynamics 365 Business Central (fixed assets)

    23. Set up fixed assets management in Microsoft Dynamics 365 Business Central (fixed assets)

    Thanks,

    Steve

  • GarethRGL Profile Picture
    79 on at
    RE: Business Central Training

    Yeah I'm getting that vibe already, I see some things are answered straight away, some maybe take some time, but I haven't seen anyone stuck yet - so I'm assuming I'll be getting a lot of help here too.

    That is most definitely getting added in too - thanks for that, I wasn't aware.

    Gareth

  • MahGah Profile Picture
    15,511 on at
    RE: Business Central Training

    Gareth 

    You are welcome. This community helped me a lot. 

    Keep in mind Use Dynamic has a free of charge app that you can install in BC (if you are in SaaS version) and that adds all the video link to each page of BC that they have a video for it. See below 

    https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.abakion%7CAID.use_dynamics%7CPAPPID.f89b4056-ba61-40e4-be79-b1b78b218f16?tab=Overview

    Thanks 

  • GarethRGL Profile Picture
    79 on at
    RE: Business Central Training

    Sorry Ben,

    I'll also reach out to New View Strategies and see if they can help.

    Thanks,

    Gareth

  • GarethRGL Profile Picture
    79 on at
    RE: Business Central Training

    MahGah,

    You done it again - you've been very helpful the past few days lol - thanks again.

    UsedDynamics was actually the site I was using, but I'm not done just yet with them, I'll definietly be checking out the others too - thanks :)

    Ben,

    I understand your point, but I don't think that's an argument I want to start with them, I'll leave that between them and MS at this point.

    Appreciate the link though, I'll check it out :)

    Thanks again folks,

    Gareth

  • Ben Baxter Profile Picture
    6,201 Super User 2025 Season 2 on at
    RE: Business Central Training

    First, if your partner doesn't offer training, they shouldn't be selling Business Central.

    Second, I agree with using the resources available to you, and the most structured is Microsoft Learn:

    docs.microsoft.com/.../

    After you have gotten the basics down, your partner should be doing the training specific to your business process flow.  As long as you're willing to pay for training, you could reach out to New View Strategies.  They offer courses on almost any part of Business Central.  Their business is all about training end-users.

  • MahGah Profile Picture
    15,511 on at
    RE: Business Central Training

    Hi

    This is my experience. Our partner provided training and also they have a support package that we pay monthly flat fee and we can ask any questions or request for any training as far as is under 2 hours per ticket. But I have learned more here and reading BC blogs or videos.

    The below link is a great source of training.  Also, Microsoft Course can help as well. You can find lots of blog in the last link. 

    https://usedynamics.com/business-central/

    https://docs.microsoft.com/en-us/learn/certifications/d365-business-central-functional-consultant-associate/?tab=tab-learning-paths

    blog.steveendow.com/.../microsoft-dynamics-365-business-central.html

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