Dokumentation för Microsoft Dynamics 365 Business Central

Lär dig använda Business Central för att hantera, anpassa och strömlinjeforma operationer som ekonomi, tillverkning, försäljning och mycket mer, för att ge små eller medelstora företag.

Kom igång

Kom i gång

Nyheter

Nyheter

Utbildning

Utbildning

Koncept

Felsök

Implementera

Vägledning

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

Prova/köpa

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

Konfigurera

• Companies
• Business functionality
• Job queues
• Workflows

Integrera med andra produkter

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

Administrera och utveckla

Hantera användaråtkomst

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

Hantera miljöer

• Overview
• Create environments
• Manage updates

Hantera datalagring

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

Övervaka åtgärder och ändringar

• Audit changes
• Telemetry overview
• Enable telemetry

Anpassa och utöka (admin)

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

Utveckling i AL

• Overview
• Develop for AppSource
• AL language reference

Utveckling för integration

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

Var produktiv

Inställningar för arbetsyta

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

Samarbete och delning

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

Business intelligence, rapportering och dataanalys

• 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

Allmänna affärsfunktioner

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

Gör affärer

Ekonomi

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

FÖRS

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

Inköp

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

Lagersaldo

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

Projekthantering

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

Anläggningstillgångar

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

Relationshantering

• Overview
• Contacts
• Segments
• Interactions
• Opportunities

Personal

• Overview
• Register employees
• Manage employee absence

Planering

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

Monteringshantering

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

Produktion

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

Warehouse Management

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

Servicehantering

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

Onlinebutik med 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

Lokala funktioner

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