Course Overview
This course provides students with the tools to implement and maintain cross-application setup data after the system components are installed. The focus is on the application-oriented work involved in setting up and maintaining company-wide rules, data, and users.
Course Outline
Module 00 : Introduction
Module 01: Set Up a Company Using RapidStart Services
Module 02: Manage Users
Module 03: Change Log Setup
Module 04: Set Up Number Series
Module 05: Set Up Trail Codes
Module 06: Set Up General Journal Templates and Batches
Module 07: Set Up Posting Groups
Module 08: Set Up Dimensions
Module 09: Workflow
Module 10: Set Up and Manage Approval Workflows
Module 11: Course Review
Course Objectives
After completing the course, students will be able to:
Understand RapidStart Services Process Flow
Configure a New Company Using RapidStart Services
Use Configuration Worksheets and Questionnaires
Use Data Templates
Import Configuration Packages
Perform Data Migration Using Assisted Setup
Setup Users and User Groups
Use Permission Sets
Set up the Change Log
Make Change Log Entries
Use Number Series
Set up Source Codes
Set up Specific Posting Groups
Set up General Posting Groups
Use Dimensions and Enter Dimension Values
Posting with Dimensions
Understand and Use Workflow
Pre-requisites
General knowledge of Microsoft Office
Basic understanding of accounting
Basic knowledge of Business Central or complete 81241AE: Introduction to Microsoft Dynamics 365 Business Central