Practical, role-based training designed to help users maximise the value of Microsoft Dynamics 365 Business Central, Power BI, Continia solutions and associated business applications.
Training can be delivered remotely or on-site and tailored to finance teams, operational users, warehouse staff, manufacturing teams, managers and system administrators.
Helping users understand core Business Central functionality and best-practice business processes.
Training Areas:
Navigation & Role Centres
Personalisation & User Settings
Number Series & Setup
Dimensions & Analysis
Business Central Administration
User Management & Security
Workflows & Notifications
Month-End & Year-End Procedures
Designed for finance teams, finance managers and finance leadership.
Topics Include:
General Journals
Recurring Journals
Payment Journals
Cash Receipt Journals
Bank Reconciliation
Cash Management
Fixed Assets
Budget Management
VAT Management
Financial Controls
Period-End Closing
Year-End Activities
Helping finance teams understand how journals should be configured and used effectively.
Topics Include:
General Journal Templates
Journal Batches
Recurring Journals
Payment Journals
Cash Receipt Journals
Intercompany Journals
Fixed Asset Journals
Error Handling & Reversals
Best Practices & Controls
Supporting users involved in sales, procurement and supply chain operations.
Sales Management:
Customer Setup
Sales Quotes
Sales Orders
Deliveries & Shipments
Sales Invoicing
Returns & Credit Notes
Customer Pricing & Discounts
Purchasing:
Vendor Management
Purchase Quotes
Purchase Orders
Goods Receipt
Purchase Invoices
Vendor Payments
Procurement Controls
Helping organisations implement effective governance and approval processes.
Topics Include:
Approval User Setup
Workflow Configuration
Purchase Approvals
Payment Approvals
Journal Approvals
Multi-Level Approvals
Delegation & Escalation
Notification Management
Best Practice Governance
Supporting organisations delivering projects, professional services and customer-specific work.
Topics Include:
Job Setup
Resource Management
Budget Creation
Project Costing
Time & Expense Tracking
WIP Management
Project Billing
Job Profitability Analysis
Project Reporting
Supporting warehouse and operational teams.
Topics Include:
Location Setup
Bin Management
Warehouse Receipts
Put-Aways
Picks & Shipments
Inventory Movements
Stock Adjustments
Cycle Counting
Inventory Valuation
Warehouse Reporting
Helping manufacturing organisations optimise production processes.
Topics Include:
Manufacturing Setup
Production Orders
Bills of Materials (BOM)
Routings
Capacity Planning
Material Requirements Planning (MRP)
Production Consumption
Output Journals
Costing & Variances
Manufacturing Reporting
Supporting organisations delivering maintenance, support and field services.
Topics Include:
Service Order Management
Contract Management
Warranty Management
Resource Scheduling
Service Pricing
Service History
Equipment Management
Service Reporting
Service Profitability Analysis
Helping organisations improve customer engagement and marketing effectiveness.
Topics Include:
Campaign Management
Customer Segmentation
Contact Management
Opportunity Tracking
Lead Management
Marketing Lists
Customer Communications
Campaign Performance Reporting
Helping users maximise the reporting capabilities available within Business Central.
Topics Include:
Account Schedules
Financial Reports
Analysis Views
Budget Reporting
Cash Flow Forecasting
KPI Reporting
Management Reporting Packs
Report Personalisation
Report Scheduling & Distribution
Helping organisations transform data into actionable insights.
Topics Include:
Power BI Fundamentals
Data Modelling
DAX Basics
Interactive Dashboards
Financial Reporting Dashboards
Executive KPI Dashboards
Self-Service Analytics
Row-Level Security
Report Publishing & Sharing
Helping organisations automate invoice processing and improve financial controls.
Topics Include:
OCR Processing
Purchase Invoice Automation
Approval Workflows
Exception Handling
Supplier Invoice Management
User Administration
Best Practice Configuration
Training users and approvers on expense management processes.
Topics Include:
Expense Submission
Mobile App Usage
Approval Processes
Credit Card Transactions
Expense Policies
Financial Controls
Expense Reporting
Ensuring users understand the importance of maintaining clean and reliable business data.
Topics Include:
Customer Master Data
Vendor Master Data
Item Master Data
Dimensions
Data Governance
Data Quality Controls
Duplicate Prevention
Data Ownership & Accountability
I provide:
End User Training
Role-Based Training
Train-the-Trainer Programmes
Finance Team Workshops
Warehouse User Training
Manufacturing User Training
Executive Reporting Workshops
User Adoption Programmes
Refresher Training
Remote & Onsite Delivery
Whether you are implementing a new ERP solution, transforming finance operations, enhancing reporting and analytics, or seeking additional support and training for your existing Microsoft Dynamics 365 Business Central environment, Foxtrot-X can provide the expertise and guidance needed to deliver successful outcomes.
Book a complimentary 1-hour consultation and let's discuss your business objectives.
Get In Touch Today
Work Hours are: 9 a.m.– 5 p.m., Monday to Thursday, Flexible (Onsite / Remote)
Locations Served: United Kingdom (Available internationally)
Phone: +447899322561 - Email: issa.hicham@foxtrot-x.com
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