Courses
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Coming soon!
Nurturing Leads and Opportunities through the Sales Process in Dynamics 365 Sales
A comprehensive overview of the sales process in Dynamics 365 - from how a lead enters the system through nurturing them into an opportunity, creating a quote and order, and managing your new customers.
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Make the move from Outbound to Real-Time Marketing
Microsoft will depreciate the Outbound area of D365 Customer Insights - Journeys in June 2025. This course will guide you through the transition to the new default, Real-Time Marketing, so your move is smooth and you don't forget any steps.
Free
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Coming soon!
Banking in Business Central
Whether receiving payments from customers or entering payments to vendors/suppliers, bank transactions are a primary feature of your financial operations. You'll learn to configure and facilitate smooth banking processes in Business Central.
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Coming soon!
Financial Reporting in Business Central
Strong financial insights are crucial to your company's success. In this course, you'll become acquainted with Business Central's financial reporting functionality, and we'll guide you through creating custom reports to meet your team's needs.
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Coming soon!
General Ledger in Business Central
Jump right into your system duties with this introduction to the General Ledger in Business Central. You'll get an overview of the GL module and step-by-step guides to complete standard GL-related tasks.
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Customizing users and security in Business Central
Admin and managers have granular detail over user access and permissions. This course will walk you through creating users, user groups, permission sets, creating and assigning Role Centers, screen personalization, and also how to audit users.