NICF - Introduction to ERP (SF)
You will learn the basic concepts of Microsoft Dynamics 365 Business Central such as the deployment and configuration process, tools to implement and maintain cross-application setup data after system components are installed, creating and processing reports, as well as how to implement the Microsoft Dynamics 365 Business Central software.
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Knowledge
By the end of this module, the learner should be able to gain the following knowledge:
- Understand ERP Concepts and Business Central functionality and features
- Understand RapidStart Services Process Flow and learn how to use it to setup a company
- Understand Workflow and learn how to use it
- Understand Users, User Groups and Permission Sets and how to set them up
- Understand Number Series, Source Codes, Posting Groups, Dimensions, Number Series and Change Logs
- Understand how to create demo environment and trial account of Business Central
- Understand the Report Design process model and RDL Layouts
- Understand how to enable Business Central for Power BI
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Skills
By the end of this module, the learner should be able to gain the following skills:
- Navigate Business Central, use function keys and shortcuts, Enter and edit information and integrate with Microsoft Office products such as OneNote, Word, and Excel
- Configure a New Company Using RapidStart Services
- Setup Users and User Groups and Use Permission
- Sets Set up the Change Log and Make Change Log Entries
- Set up Source Codes, Specific Posting Groups and General Posting Groups
- Use Dimensions, Enter Dimension Values and Posting with Dimensions
- Create a demo environment and trial account
- Use a Business Manager role Center
- Setup Power BI and Email
- Creating basic and processing reports
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NICF-ERP Finance (SF)
You will learn to set up basic and advanced financial functions in Microsoft Dynamics 365 Business Central to manage a company's financial activities within the organisation such as multicurrency, cost accounting, cash flow forecast, budgets, and financial reporting.
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Knowledge
By the end of this module, the learner should be able to gain the following knowledge:
- Understand concepts related to General Ledger, Accounting period and Chart of Accounts in Business Central
- Understand and learn how to create and post journal entries
- Understand how to create a bank account, manage checks and reconcile payments
- Understand and learn how to setup and use reminder terms and finance charge terms
- Understand multicurrency functions in Business Central Understand Cash Management functions in Business Central
- Understand Budgeting functions in Business Central Understand Cost Account functions in Business Central
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Skills
By the end of this module, the learner should be able to gain the following skills:
- Setup Accounting Periods, Chart of Accounts, GL Accounts, Bank Accounts
- Create and post journal entries and Setup recurring Journals
- Set up and assign reminder terms and finance charge terms
- Apply Payments and Setup Prepayments
- Define VAT calculation types and calculate VAT
- Transfer statement account balances
- Close a fiscal year
- Setup and use multicurrency and Adjust exchange rates
- Process payments and cash receipts
- Setup a cash flow forecast
- Setup budgeting Analyze the chart of accounts
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NICF - ERP Sales and Purchases (SF)
You will learn to setup the basic functions of purchase, sale and return of inventory in Microsoft Dynamics 365 Business Central. You will also learn advanced functions of inventory management for reservations, order tracking, multiple locations inventory, location transfers, assembling items, warehousing, and item tracking using serial and lot numbers, as well as how to manage relationships with customers, suppliers and prospects in Microsoft Dynamics 365 Business Central.
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Knowledge
By the end of this module, the learner should be able to gain the following knowledge:
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- Understand how to use Order Processor Role Center and manage Sales transactions
- Learn how to set up Sales Order Management and use Drop Shipments, Sales Prices and Discounts, Item Substitutions
- Learn how to sell Nonstock Items and manage Customer and Vendor Returns
- Learn how to setup Requisition Management and Item Charges for Purchase and Sales Understand the Assemble to Order features in Business Central
- Learn how to analyze Item Availability, Reclassify Inventory, Make Reservations and Track Supply and Demand
- Learn how to set up a Company with multiple locations, Centralized warehouse and responsibility centers
- Learn how to Sell and purchase inventory with multiple locations, perform an inventory transfer, use serial and lot numbers to track inventory and assemble items
- Learn how to setup and work with Contacts, Segments, Questionnaires, Sales Quotes, Opportunities
- Learn how to setup and work with interactions, campaigns, email logging
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Skills
By the end of this module, the learner should be able to gain the following skills:
- Use Order Processor Role Center and perform Sales transactions
- Set up Sales Order Management
- Setup Sales Prices, Discounts, Item Charges for Purchases and Sales
- Perform transactions related to Drop Shipments, Selling Nonstock items, Item Substitutions
- Setup Requisition Management
- Setup Customer and Vendor Returns
- Analyze Item Availability, Reclassify Inventory, Make Reservations and Reserve an Item, Track Supply and Demand
- Set up a Company with multiple locations, a centralized warehouse, Responsibility centers
- Setup and manage inventory for Purchase and Sales with multiple locations
- Setup and use serial and lot numbers to track inventory
- Setup functionality for assembling items
- Setup Contacts, Segments, Questionnaires, Sales Quotes, Opportunities, Campaigns, Email logging
- Setup and Record Interactions
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NICF - ERP Implementation (SF)
You will plan and prepare the Production environment for an enterprise with Finance, Sales and Purchasing functions configured and perform Data Migration, Unit Testing, User Acceptance Testing, and Integration to go-live. You will also learn to provide on-going support on the MS Dynamics 365 Business Central System.
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Knowledge
By the end of this module, the Learner should be able to gain the following knowledge:
- Learn how to go-live with Microsoft Dynamics 365, Business Central
- Learn how to integrate with Microsoft Office products such as OneNote, Word, and Excel
- Learn how to perform various activities related to Operations and Support.
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Skills
By the end of this module, the learner should be able to apply the following skills:
- Test Finance, Purchase, Sales and Inventory Processes
- Train Finance, Purchase, Sales and Inventory Users
- Migrate Balances and Open Items related to Finance, Purchase, Sales and Inventory
- Go-Live on Production
- Provide Post-production support