Microsoft Dynamics 365 Business Central Configuration Training Course

Course overview

Business Central projects often fail to deliver expected control and visibility because core configuration decisions are made without a clear model of finance, purchasing, inventory, sales, security, and reporting requirements. Professionals responsible for supporting or improving the system need more than navigation skills: they must be able to translate operating policies into posting groups, dimensions, workflows, master data rules, and role-based access without creating avoidable customisation, reconciliation issues, or reporting gaps.

This five-day Microsoft Dynamics 365 Business Central Configuration Training Course teaches participants to configure a working Business Central environment for a mid-sized organisation. Participants set up companies, fiscal periods, chart of accounts structures, general posting groups, dimensions, number series, customers, vendors, items, locations, approval workflows, and user permissions. They also learn how configuration choices affect general ledger entries, inventory valuation, purchasing controls, sales processing, cash management, and Power BI reporting.

Instructor-led demonstrations are followed by guided configuration labs in a Business Central sandbox, using a realistic implementation case. Participants diagnose configuration dependencies, test transactions through to posted entries, and document decisions using setup worksheets and a configuration workbook. By the end of the course, each participant leaves with a completed configuration blueprint, a tested end-to-end process scenario, and practical checklists for applying the approach within their own tenant or implementation project.

The course is designed for experienced ERP users, functional consultants, finance systems professionals, and internal Business Central administrators who need to configure, govern, or validate the application rather than simply use its day-to-day transaction screens.

Course objectives

By the end of this course, participants will be able to:

• Configure company information, accounting periods, number series, and user-specific setup in a Business Central sandbox
• Design a chart of accounts, dimensions, and dimension-value rules that support management reporting
• Map posting groups and posting setup to control general ledger, VAT, inventory, customer, and vendor entries
• Set up customer, vendor, item, location, unit-of-measure, and replenishment master data using defined governance rules
• Configure purchase, sales, inventory, and approval workflows aligned to documented business controls
• Apply permission sets, security groups, and segregation-of-duties principles using Microsoft Entra ID identities
• Test configured processes with end-to-end transactions and trace resulting posted entries to source setup
• Produce a Business Central configuration workbook containing setup decisions, dependencies, test evidence, and deployment actions

Benefits of attending

Target competencies

Who should attend

• Business Central Functional Consultants — who configure client or internal environments and need defensible setup decisions
• ERP Systems Administrators — who maintain Business Central tenants, users, master data controls, and operational settings
• Finance Systems Managers — who must align financial controls, posting structures, and reporting requirements with the ERP
• Business Analysts — who translate finance, supply chain, and sales requirements into system configuration specifications
• Implementation Project Managers — who need to govern configuration scope, testing evidence, and handover readiness
• Senior Finance Users — who own chart of accounts, dimensions, approval policies, and period-end processing rules

Requirements and prerequisites

Participants should have practical experience using Microsoft Dynamics 365 Business Central or a comparable ERP in finance, purchasing, sales, or inventory processes. They should understand basic accounting concepts including chart of accounts, debits and credits, VAT or sales tax, fiscal periods, and master data. Familiarity with Business Central pages, search, filters, and posting transactions is assumed. Access to a laptop and a modern web browser is required for live online delivery. Programming, AL development, SQL, Power Platform development, and prior implementation-project experience are not required.

Training methodology

The course combines instructor-led configuration walkthroughs with structured labs in a Microsoft Dynamics 365 Business Central sandbox. Each day uses a connected business case, requiring participants to configure setup, enter transactions, inspect posted entries, and correct configuration issues. Small-group workshops focus on design trade-offs such as dimensions versus chart-of-accounts detail, standard workflow versus custom development, and permission access versus segregation of duties. On day five, participants complete a configuration review and application plan for a selected process in their own organisation.

Course outline

Day 1: Business Central architecture and financial foundation

• Business Central tenant, environment, company, and sandbox architecture
• Role Center navigation, Tell Me search, personalization, and profile concepts
• Company information, accounting periods, working dates, and number series
• Chart of accounts design principles and account category structures
• Global dimensions, shortcut dimensions, and dimension-value hierarchies
• Dimension combinations, default dimensions, and blocked dimension values
• Configuration packages, rapid-start services, and setup documentation controls

Workshop: Participants configure a new company’s financial foundation and produce a chart-of-accounts and dimension design worksheet.

Day 2: Posting setup and financial control

• General business posting groups and general product posting groups
• General posting setup and general ledger account mapping
• Customer posting groups, vendor posting groups, and bank account posting groups
• VAT business posting groups, VAT product posting groups, and VAT posting setup
• Inventory posting groups, inventory posting setup, and automatic cost posting
• Payment terms, payment methods, reminder terms, and finance charge terms
• Posted-entry analysis using Navigate, G/L Register, and drilldown pages

Workshop: Participants configure posting groups for domestic sales, purchasing, and inventory transactions, then trace every resulting ledger entry.

Day 3: Master data, inventory, and operational processes

• Customer templates, vendor templates, and master-data approval considerations
• Item cards, item categories, item attributes, and units of measure
• Locations, bins, warehouse complexity levels, and location-specific controls
• Replenishment systems, reorder policies, lead times, and safety stock settings
• Sales document setup, prices, discounts, and shipment controls
• Purchase document setup, order promising, and receipt and invoice controls
• Data migration using configuration packages and Excel-based data validation

Workshop: Participants build governed customer, vendor, item, and location master data, then process a purchase-to-sale inventory scenario.

Day 4: Workflow, security, and reporting configuration

• Workflow architecture, workflow templates, and event-response logic
• Purchase, sales, and payment approval workflow configuration
• Approval limits, approver chains, substitute approvers, and delegation rules
• User setup, permission sets, security groups, and company access
• Microsoft Entra ID user identities and Business Central access assignment
• Segregation-of-duties analysis for purchasing, payments, and master-data maintenance
• Account schedules, analysis views, dimensions, and Power BI reporting datasets

Workshop: Participants configure a purchase approval workflow and role-based permission model, then validate access with defined test users.

Day 5: Configuration testing, deployment, and governance

• Configuration dependency mapping and setup sequence planning
• Functional test scripts for order-to-cash, procure-to-pay, and record-to-report
• Error diagnosis using posted documents, ledger entries, and application areas
• Sandbox testing, production readiness, and environment promotion considerations
• Change control, configuration baselines, and release documentation
• Standard configuration versus extensions, AL customisation, and partner escalation criteria
• Configuration workbook review and post-course implementation action planning

Workshop: Participants complete an end-to-end configuration validation workshop and submit a tested configuration workbook with prioritised deployment actions.

Tools & standards covered

Microsoft Dynamics 365 Business Central, Microsoft Power BI, Microsoft Entra ID, Visual Studio Code

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions