HomeDynamics 365 trainingMicrosoft Dynamics 365 Business Central: Finance Operations Bootcamp

Your finance team went live on Microsoft Dynamics 365 Business Central.
Reconciliation still happens outside the system.

That’s not a process problem. It’s a setup problem. This bootcamp fixes the foundation so your finance team can run Business Central without the workarounds.

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Duration

10 days · 4 hours per day

Format

Instructor-led, hands-on sessions

Audience

Finance teams on Microsoft Dynamics 365 Business Central

Delivery

Private cohorts, remote or on-site

Prerequisite

Basic accounting knowledge

What you will achieve

Four capabilities your team leaves with.

Less reconciliation rework. Faster month-end. Reports leadership can trust without asking where the numbers came from.

01

G/L structure, dimensions, and posting groups configured correctly. Transactions flow into the right accounts without manual correction.

02

VAT, bank reconciliation, and AP/AR processed inside Microsoft Dynamics 365 Business Central. No spreadsheet dependency, no rework cycle.

03

Month-end close runs on schedule. No escalations, no last-minute corrections, no numbers being questioned.

04

Management reports built directly from the system. Leadership gets the visibility they need without waiting on someone to pull the data.

Course curriculum

10 days. Built around what your team actually faces.

Every session is drawn from real Microsoft Dynamics 365 implementations and post-go-live environments. Not textbook examples. Not demo data.

Day What this covers Key topics What this enables

Day 01             

Architecture, environments, and dimensions
The decisions made here determine whether reporting works or fails six months later.

Sandbox vs Production, multi-company structures, Global vs Shortcut dimensions, scalable dimension design for complex organisations

A financial structure that supports reporting from day one. No dimension rework after go-live.

Day 02             

Finance: the heart of Business Central
If the finance setup fails, the implementation fails.

Chart of Accounts design, General and Specific Posting Groups, accounting logic behind the software, troubleshooting GL imbalances

A zero-error posting matrix. Transactions land in the right accounts every time.

Day 03             

Purchasing and payables
Your AP process should run on exceptions, not effort.

Vendor onboarding, Purchase Quotes to Invoices, Payment Journals, approval workflows for high-value purchase orders

Secure, controlled outgoing cash flow with multi-tier approvals and less manual intervention.

Day 04             

Sales and receivables
Cash that should be in your account is sitting in an unmatched payment.

Price Lists, Sales Quotes, Credit Memos, automated delivery date logic, freight charge calculations

Faster order-to-cash cycle. Fewer disputes. Revenue engine running without manual workarounds.

Day 05             

Inventory costing
Your stock valuation should match your financial books. Right now it probably doesn’t.

Item setups, Locations, Bin Mandatory logic, FIFO vs Standard Costing, physical inventory count, Inventory-to-GL reconciliation

Physical reality and financial books aligned. No surprise valuation adjustments at month-end.
Day What this covers Key topics What this enables

Day 06             

Fixed assets and banking automation
Manual tick-marks on a bank statement is not a process. It’s a risk.

Fixed Asset Posting Groups, Depreciation Books, automated Bank Account Reconciliation, bulk Fixed Asset import from Excel

Month-end financial tasks automated. Bank reconciliation runs in a single session, not across multiple days.

Day 07             

Global tax and multi-currency
One wrong tax configuration affects every transaction that follows it.

VAT and Sales Tax engine, VAT Business vs VAT Product Posting Groups, Foreign Currency Exchange, exchange rate adjustments, Withholding Tax frameworks

Tax matrix that works across domestic, export, and cross-border scenarios. Foreign currency invoices processed without manual rate adjustments.

Day 08             

Data migration and opening balances
Bad data at migration creates reconciliation problems that never go away.

Configuration Packages, RapidStart Framework, Edit in Excel integration, mapping and migrating opening balance trial balances

Clean opening balances with zero errors. Master data that doesn’t require correction after go-live.

Day 09             

Reporting and Copilot
A trial balance is not a management report. Your leadership needs more than that.

Power BI integration, Microsoft Dynamics 365 Copilot, Power Automate for automated workflow and notifications, low-code solutions for complex reporting requests

Management reports produced directly from the system. Automated notifications replacing manual follow-up.

Day 10             

The go-live simulation
The last day tests everything the previous nine built.

Full company configuration from scratch, core master data migration, resolving pre-planted configuration errors, Go-Live Readiness Report

Confidence that the team can handle a real go-live scenario. Every gap identified and closed before it reaches production.

Your system has the capability. Your team
needs to know how to use it.

Schedule a scoping call and we will align the course to your Business Central environment, your team's current gaps,
and the specific processes that are still running outside the system.

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Who this is for

For finance teams already live and not in control.

This course is for teams already on Microsoft Dynamics 365 Business Central who are dealing with reconciliation gaps, reporting limitations, and month-end processes that still rely on workarounds.

Finance managers and controllers

Dealing with reconciliation rework, posting errors, and month-end that overruns because the underlying setup was never done correctly.

AP and AR leads

Managing manual settlements, unmatched payments, and vendor or customer disputes that the system should be resolving automatically.

Internal system admins

Supporting Business Central finance modules without deep functional knowledge of how the posting and dimension structure is supposed to work.

CFOs and Finance Directors

Who need accurate numbers faster and want the finance team to stop depending on spreadsheets for anything the system should be doing.

Private cohorts only. Your team works through scenarios built around your own Business Central environment and finance processes. Remote or on-site. Structured around your timeline.

Why sa.global

Built from implementation experience, not a training manual.

This curriculum was not built from Microsoft documentation. It was built from nearly two decades of implementation delivery and post-go-live support across Microsoft Dynamics 365 Business Central environments.

Microsoft Inner Circle partner

Recognised among the top tier of Microsoft global partners. Earned through sustained delivery results across three decades.

Practitioners in the room

Every session is run by someone actively working on Microsoft Dynamics 365 engagements. The scenarios they teach came from a project that went live this year.

60+ countries of deployment experience

Active across 60+ countries. Our teams have seen the edge cases that don't appear in documentation and built the courses around them.

Content maintained by implementers

Course content is updated when the product changes. Not on an annual schedule. By the same teams running live implementations.

Every G/L imbalance, every reconciliation gap, every month-end failure in this course came from a real Business Central environment. We diagnosed it. We fixed it. That is what we teach.

Get in touch

Tell us what your team is dealing with.

Whether you are looking at this course, exploring a custom engagement, or want to understand what is right for your situation, we will give you a straight answer.

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