Microsoft Dynamics 365 Business Central Guided Tours
If you might be ready for a change, see Guided Tours of Microsoft Dynamics 365 here:
Introduction
- Watch Introduction
- Watch Accessing Features
- Watch Transform your business in the store and field
Point of Sale
- Watch Point of Sale Overview
- Watch Managing Units of Measure
- Watch Selling and Tracking Items with Serial Numbers
- Watch Performing Offline Sales
Mobile
Inventory
- Watch Set Up a New Item
- Watch Uploading Multiple Item Images
- Watch Adding Item Attributes
- Watch How to Set up Categories for Items
- Watch Setup a Location for Inventory
- Watch Creating Items On A Mobile Device
- Watch Working With Inventory Costing
- Watch Adjusting Physical Inventory
- Watch Electronically Receive any Vendor Invoice and Update Inventory with OCR
Purchasing
- Watch Add a Vendor
- Watch Create a purchase order
- Watch How to use drop shipments
- Watch Linking Purchase Orders To a Sales Order
- Watch Automatically Create Purchase Orders
Rental
- Watch Rental Management
Financials
- Watch Setting Up Bank Integration
- Watch Quickly and Electronically Reconcile Bank Accounts
- Watch Work With Journals
- Watch Setting Up Sales Tax
- Watch Setting Up Dimensions
- Watch Setting Up Class Accounting Using Dimensions
- Watch Adjusting Exchange Rates
- Watch Applying a Payment To Multiple Ledgers
- Watch Reconciling Customer Payments
- Watch Create and Apply a Credit Note
- Watch Setting Up Payment Methods
- Watch Set up cash flow analyses
- Watch Prioritize Vendors for Payments
- Watch Correct or cancel purchase Invoice
- Watch Setting up a chart of accounts
- Watch How to Grant External Accountant Access
- Watch Fixed Assets Overview
Customer Management
- Watch Adding a Customer
- Watch CRM Capabilities
Marketing and Advertising
Document Management
- Watch Document Management
- Watch Sharing Documents with Customers, Vendors and Associates with One Drive
Service Management
- Watch Service Management
Manufacturing, Assembling and Growing
Jobs
- Watch Create a Job
Outlook Integration and E-mailing
- Watch Unlocking Efficiencies in Business Central and Outlook
- Watch Setting Up Email & Sending Documents
- Watch Setting Up Email Logging
- Watch Setting Up Document Sending Profile
- Watch Emailing Documents
- Watch Connecting Email Accounts to Business Central
- Watch Multiple Email Accounts in Business Central
Reporting
Workflow Management
Payment Processing
- Watch PayPal Integration
Office 365 Integration
- Watch Working With Excel
Additional Capabilities
E-Commerce
- Shopify B2C with powerful, low cost online sales
- Sana Commerce B2C and B2B with Customer Portal for Online Order, Invoice and Payments
Get Assistance
- Watch Get Assistance
- Watch Using Tell Me