Documentazione di Microsoft Dynamics 365 Business Central

Scopri come utilizzare Business Central per gestire, adattare e semplificare operazioni come finanza, produzione, vendite e altro ancora, nella tua piccola o media impresa.

Introduzione

Introduzione

Novità

Novità

Formazione

Training

Concetto

Risoluzione dei problemi

Implementazione

Linee guida

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

Prova/Acquista

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

Imposta

• Companies
• Business functionality
• Job queues
• Workflows

Integrare con altri prodotti

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

Amministrare e sviluppare

Gestire gli accessi degli utenti

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

Gestire gli ambienti

• Overview
• Create environments
• Manage updates

Gestire archiviazione dati

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

Monitorare le operazioni e le modifiche

• Audit changes
• Telemetry overview
• Enable telemetry

Personalizzare ed estendere (amministratore)

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

Sviluppare in AL

• Overview
• Develop for AppSource
• AL language reference

Sviluppo per l'integrazione

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

Sii produttivo

Impostazioni dell'area di lavoro

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

Collaborazione e condivisione

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

Business Intelligence, reporting e analisi dati

• 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

Funzionalità aziendali generali

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

Gestione delle attività

Dati finanziari

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

Vendite

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

Acquisti

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

Inventario

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

Gestione progetti

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

Cespiti

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

Relationship Management

• Overview
• Contacts
• Segments
• Interactions
• Opportunities

Risorse umane

• Overview
• Register employees
• Manage employee absence

Pianificazione

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

Gestione assemblaggio

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

Produzione

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

Warehouse Management

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

Gestione dei servizi

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

Negozio online 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

Funzionalità locali

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