Dynamics 365 Business Central – General Ledger and Banking

TruNorth Training Course Curriculum

Course Description

This comprehensive course equips participants with the knowledge and practical skills to manage financial processes in Microsoft Dynamics 365 Business Central effectively. Participants will explore core finance functionalities, including managing the general ledger, maintaining the chart of accounts, creating budgets, posting transactions, working with dimensions, and allocating revenue and costs. The course also covers advanced topics such as revaluing account balances, deferring revenue and expenses, and bank account management. Designed for finance professionals, the course combines theoretical understanding with hands-on exercises to ensure participants can confidently apply these tools to their real-world workflows.

Learning Objectives covered in 2 hours of training + Deliverables and Take-Aways

• Set up and maintain the General Ledger and Chart of Accounts in Microsoft Dynamics 365 Business Central.
• Post transactions directly to the General Ledger and review accounts for accuracy.
• Create, modify, and manage budgets.
• Allocate revenue, costs, and revalue account balances.
• Work with dimensions for advanced financial reporting and analysis.
• Defer revenue and expenses for accurate reporting over time.
• Manage bank accounts, including reconciliations and transactions.

Additional Details

• Format: Virtual delivery with up to 5 users and a provided recording.
• Course Level: Beginner
• Prerequisites:
  • Understand basic navigation within Microsoft Dynamics 365 Business Central.
  • Basic Accounting knowledge required.

Typical Attendees

The typical attendees of a Financial Management in Microsoft Dynamics 365 Business Central course are professionals who work in finance-related roles or are responsible for overseeing financial processes within Microsoft Dynamics 365 Business Central.