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Dynamics 365 Business Central → Sales/Purchasing

Get started with Trade in Dynamics 365 Business Central (BC103)


Description
[Estimated Time: 1 Hour and 30 minutes ]Learn about the master data that is important when you work with Trade in Business Central. This module also provides an overview of items, customers, and vendors.
Content
  • Work with Trade master data in Microsoft Dynamics 365 Business Central
  • Introduction
  • Set up units of measure
  • Assign characteristics to an item
  • Use Copilot to create AI-powered marketing texts
  • Set up item categories
  • Manage customers
  • Merge customer accounts
  • Manage vendors
  • Merge vendor accounts
  • Manage resources
  • Configure salespeople and purchasers
  • Use templates to create master data
  • Exercise - Create a new item and a new location and link them to a vendor
  • Summary
  • Set up Trade in Microsoft Dynamics 365 Business Central
  • Introduction
  • Purchases and payables setup
  • Set up Locations
  • Inventory Set Ups
  • Summary
  • Test your Knowledge
  • Quiz
Completion rules
  • All units must be completed
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