Work with Trade master data in Microsoft Dynamics 365 Business Central

Module
15 Units

Intermediate

Functional Consultant

Business User

Dynamics 365

Business Central

Learn about the master data that is important when you work with Trade in Business Central. This module also provides an overview of items, customers, and vendors.

Learning objectives

In this module, you will:

Create an item in Business Central.
Create a customer in Business Central.
Create a vendor in Business Central.
Use templates to create key records.

Prerequisites

Basic understanding of how to navigate the Dynamics 365 Business Central application and familiarity with the concept of posting groups in Business Central

Introduction min
Set up units of measure min
Assign characteristics to an item min
Use Copilot to create AI-powered marketing texts min
Set up item categories min
Manage customers min
Merge customer accounts min
Manage vendors min
Merge vendor accounts min
Manage resources min
Configure salespeople and purchasers min
Use templates to create master data min
Exercise - Create a new item and a new location and link them to a vendor min
Check your knowledge min
Summary min