Set up batch jobs in finance and operations apps

Functional Consultant
Business User
Dynamics 365
Supply Chain Management

By using batch jobs, you can avoid slowing down your computer or the server during typical working hours. You can run many tasks in finance and operations apps as part of batch jobs. For example, batch jobs can include tasks for printing reports, performing maintenance, or sending electronic documents.

Learning objectives

In this module, you will learn about:

  • Batch processing
  • Batch processing and batch servers
  • Planning for batch server topology
  • Planning for batch server management
  • Batch processing of reports
  • Copying a batch job
  • Active batch periods
  • Batch job manager security role
  • The Run by feature
  • How to unlock a journal


General knowledge of Microsoft Windows, and the ability to use finance and operations apps for basic processing