Full Finance Course Library for Dynamics 365 Business Central with LIFETIME Access
As former Corporate Controllers who use Microsoft Dynamics 365 Business Central every day, we wanted every CFO, Controller, Accounting Manager, and anyone who works alongside these roles to know all the things we wish we would have known in these roles. We want to share all the things we learned over 20 years of Controllership – the good, the bad, the big and the small – as we cover fundamentals, best practices, and many, many 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.
NOW we are offering access to our full finance course library for a LIFETIME! Subscribe once and get our annual functional updates to all courses and access to new courses as they are released.Â
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.
Module 1
Navigation and Personalization (3 hours)
- Navigate Business Central more efficiently
- Personalize your Role Center
- Understand how to use Lists and Cards
Module 2
Financial Foundations (3 hours)
- Chart of Accounts
- Posting Groups
- Dimensions
Module 3
Sales and Purchasing Overview (2 hours)
- Vendor/Customer Creation
- Payment Terms and Methods
- Quotes, Orders and Invoicing
- Recurring Purchase/Sales Lines
- Pricing and Discounting
- Return Orders and Credit Memos
- Reporting
Module 4
Accounts Payable (2 hours)
- Pay vendors with Check and Electronically
- Payment Corrections
- 1099 Reporting
- Vendor Maintenance
- Payables Reporting
Module 5
Accounts Receivable (2 hours)
- Cash Receipt Journal for Payment Application
- Cash Receipt Journal for Payment Correction
- Deposits
- Receivables Reporting
- Customer Collections, Reminders, and Statements
Module 6
Journal Entries and Closing (2 hours)
- Recurring Journal Entries
- General Journal Entries
- Month End Close
- Year End Close
Module 7
Financial Reporting (6 hours)
- Learn how to create key financial statements: trial balance, balance sheet, and income statement
- Understand how to apply multiple views for different periods of time to any report
- Review options to use dimensions with financial reports
- Discover ways to product financial reporting from your system quickly and efficiently
Module 8
Banking (3 hours)
- 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
Module 9
Security and Permissions (4 hours)
- Differentiate between Permissions, Permission Sets, User Groups, and Users
- Explain the pros and cons of using the Change Log
- Design or revise one's organizational Permissions approach
Module 10
Accountant's Year End Refresher (4 hours)
- Identify best practices for standard and irregular journal entries
- Invoke recurring journal entries for a variety of uses
- Identify best practices for complete, accurate, and expedient closings
- Identify opportunities for improvement with their current closing process
- Develop their own closing checklists
- Explain the options for uploading, maintaining, and reporting budgets
"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.
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."
