Documentación de Microsoft Dynamics 365 Business Central

Aprenda a usar Business Central para administrar, adaptar y optimizar operaciones como finanzas, fabricación, ventas y más, en su pequeña o mediana empresa.

Comenzar

Comenzar

Novedades

Novedades

Formación

Formación

Concepto

Solucionar problemas

Implementar

Instrucciones

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

Probar/comprar

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

Configurar

• Companies
• Business functionality
• Job queues
• Workflows

Integrar con otros productos

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

Administrar y desarrollar

Administrar el acceso de los usuarios

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

Administrar entornos

• Overview
• Create environments
• Manage updates

Administrar el almacenamiento de datos

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

Supervisar operaciones y cambios

• Audit changes
• Telemetry overview
• Enable telemetry

Personalizar y ampliar (administrador)

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

Desarrollar en AL

• Overview
• Develop for AppSource
• AL language reference

Desarrollar para la integración

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

Ser productivo

Configuración de área de trabajo

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

Colaboración y uso compartido

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

Inteligencia empresarial, informes y análisis de datos

• 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

Funciones empresariales generales

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

Hacer negocios

Finanzas

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

Venta

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

Compras

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

Grupos contables inventario

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

Administración de proyectos

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

Activos fijos

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

Gestión de relaciones

• Overview
• Contacts
• Segments
• Interactions
• Opportunities

Recursos humanos

• Overview
• Register employees
• Manage employee absence

Planificación

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

Administración de ensamblados

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

Fabricación

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

Administración de almacenes

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

Administración de servicios

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

Tienda en línea con 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

Funcionalidad local

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