Microsoft Dynamics 365 Business Central documentation

Guidance

• Try/Buy
• Set up
• Integrate with other products
• Administer and develop

Manage user access

• Manage environments
• Manage data storage
• Monitor operations and changes

Customise and extend (admin)

• Develop in AL
• Develop for integration
• Be productive
• Workspace settings

Collaboration and sharing

• Business intelligence, reporting, and data analysis
• General business functionality
• Do business
• Finance
• Sales

Inventory

• Project management
• Fixed assets
• Relationship management
• Human resources

Planning

• Assembly management
• Manufacturing
• Warehouse management

Service management

• Online store with Shopify
• Local functionality
• Reduce stored data in databases
• Manage capacity

Monitor operations and changes

• Audit changes
• Telemetry overview
• Enable telemetry

Customize and extend (admin)

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

Develop in AL

• Overview
• Develop for AppSource
• AL language reference

Develop for integration

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

Workspace settings

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

Collaboration and sharing

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

Business intelligence, reporting, and data analysis

• 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

General business functionality

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

Finance

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

Sales

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

Purchasing

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

Inventory

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

Project management

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

Fixed assets

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

Relationship management

• Overview
• Contacts
• Segments
• Interactions
• Opportunities

Human resources

• Overview
• Register employees
• Manage employee absence

Planning

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

Assembly management

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

Manufacturing

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

Warehouse management

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

Service management

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

Online store with 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

Local functionality

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