Banking in Dynamics 365 Business Central

In recent versions no other finance feature in Microsoft Dynamics 365 Business Central has been enhanced as much as Banking, and we can't wait to uncover all of it's powerful functions.

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Get daily tips and tricks on how to work with Dynamics 365 or Business Central in the real world, all with a specific focus on accounting.

This course will take about 3 hours to complete including the time for hands-on exercises.

Banking

in Dynamics 365 Business Central (3 hours)

If you're looking for increased automation, better segregation of duties, enhanced controls with your cash, and up-to-the-minute balances, this class is critical for you.

"This course is a must for those new to BC/NAV or new in a Controllers role. The hands on learning and collaborative networking environment with fellow users is essential to teach you the "small stuff" that can make a big difference in your productivity. Many of us have had little or no training, so this enables us to utilize and harness the system and take advantage of the reporting and analytical tools available. The class introduces you to many things you didn't know you didn't know about BC/NAV. Whether a new user or seasoned veteran, there will be useful takeaways from the course."

- Jen N.

Banking in Dynamics 365 Business Central

  • Explain the setup choices and plan out the steps to integrate with their banks
  • Run bank reconciliation and address exceptions
  • Explain the Positive Pay feature and reasons for using

REVIEWS

"As an Associate CFO new to Navision, I only wish that I had found and participated in this class much sooner to avoid many of the unnecessary struggles my team faced!"

Nick J

"This class should be taken by anyone doing an implementation. There were so many things that I had never been told and I am a two-year user."

Ada H.

"There are always going to be certain features and functions that not every Controller is using so this course brought those features to my attention and will be used going forward. I also like to hear about best practices."

Bill M.

"Anyone in the finance department of a company using Navision needs this class. Whether you are new to Navision or have been using it for years, anyone can benefit tremendously from the Controller's Boot Camp!"

Rob V.

"For a controller with limited exposure to NAV, I cannot fathom a more meaningful investment of time. The course is robust and the materials covered extremely comprehensive. You will be more than satisfied with the experience. Brilliant instructors."

Scott H.

"The Controller’s Boot Camp provides content with the right level of detail and hands on exercises that you can immediately use back in the office. The presenters are seasoned and provide real life guidance."

Scott S.

Frequently Asked Questions (General Training)

Frequently Asked Questions (On-demand Training)