Microsoft Dynamics 365 Business Central-Dokumentation

Erfahren Sie, wie Sie mit Business Central Abläufe wie Finanzen, Fertigung, Vertrieb und mehr in Ihrem kleinen oder mittleren Unternehmen verwalten, anpassen und optimieren.

Erste Schritte

Erste Schritte

Neuigkeiten

Was ist neu

Schulung

Training

Konzept

Problembehandlung

Implementieren

Anweisungen

• Security, compliance, and privacy
• Understand Business Central online infrastructure
• Migrate from on-premises to online
• Performance

Ausprobieren/Kaufen

• Try Business Central online for free
• Buy Business Central online
• Add extensions for more functionality

Einrichten

• Companies
• Business functionality
• Job queues
• Workflows

In andere Produkte integrieren

• Teams
• Dataverse
• Power Automate
• Power BI
• OneDrive

Verwalten und entwickeln

Benutzerzugriff verwalten

• Create users
• Assign permissions to users and groups
• Manage profiles
• Access with Microsoft 365 licenses

Umgebungen verwalten

• Overview
• Create environments
• Manage updates

Datenspeicher verwalten

• Compress data or delete documents
• Archive data
• Reduce stored data in databases
• Manage capacity

Vorgänge und Änderungen überwachen

• Audit changes
• Telemetry overview
• Enable telemetry

Anpassen und erweitern (Administrator)

• Overview
• Customize pages for profiles
• Enable features ahead of time

In AL entwickeln

• Overview
• Develop for AppSource
• AL language reference

Für die Integration entwickeln

• Web services (OData, SOAP)
• Connect apps
• Business Central API

Produktiv sein

Arbeitsbereichseinstellungen

• Language, region, work date, time zone, and more
• Switch environment or company
• Personalize UI
• Manage notifications

Zusammenarbeit und Austausch

• Overview
• Share data in Teams chats and channels
• Share files in OneDrive
• Collaborate in Excel

Business Intelligence, Reporting und Datenanalyse

• Overview
• Run, schedule, and print reports
• Work with Power BI reports in Business Central
• Analyze list data with analysis mode
• Analyze report data with Excel

Allgemeine Unternehmensfunktionen

• General journals
• Post documents and journals
• Job queues
• Incoming documents

Geschäfte machen

Finanzen

• Overview
• Manage receivables
• Manage payables
• Invoicing prepayments
• Reconcile bank accounts

Verkauf

• Overview
• Sales reports
• Register new customers
• Make Sales Quotes
• Invoice sales

Einkauf

• Overview
• Purchase reports
• Record purchases
• Request quotes
• Purchase items for a sale

Lagerbestand

• Overview
• Inventory and Warehouse Reports
• Register items
• Work with BOMs
• Categorize items

Projektmanagement

• Overview
• Project reports
• Create jobs
• Use resources for projects
• Use time sheets

Anlagen

• Overview
• Fixed asset reports
• Acquire fixed assets
• Maintain fixed assets
• Insure fixed assets

Marketing und Vertrieb

• Overview
• Contacts
• Segments
• Interactions
• Opportunities

Personalwesen

• Overview
• Register employees
• Manage employee absence

Planung

• Overview
• Plan with or without locations
• Create a forecast
• Create production orders from sales order
• Plan for new demand order by order

Montageverwaltung

• Overview
• Assembly reports
• Quote an assemble-to-order sale
• Assemble items
• Sell items assembled to order

Fertigung

• Overview
• Production reports
• Create production orders
• Subcontract manufacturing
• Post consumption and output

Warehouse Management

• Overview
• Warehouse reports
• Put items
• Move items
• Pick items

Serviceverwaltung

• Overview
• Planning
• Fulfill service contracts
• Deliver service
• Create service quotes

Onlineshop mit Shopify

• Get started
• Synchronize Customers with Shopify
• Synchronize and fulfill sales orders with Shopify
• Synchronize Transactions and payouts
• Set up taxes for the Shopify connection

Lokale Funktionen

• Overview
• International availability of Dynamics 365
• Development for localization