Configuring Sales and Purchasing in Dynamics 365 Business Central

Managing trade operations efficiently is the backbone of any growing business. This text-based course teaches you how to establish solid foundational setups for sales and purchasing without the complexity. You will transition from understanding basic terminology to confidently configuring customers, vendors, payment terms, and automated approval workflows. By the end of this course, you will be ready to set up and manage end-to-end sales and purchasing processes that keep business operations running smoothly. What you'll learn: 1. Understand core trade concepts and the foundational architecture of Dynamics 365 Business Central. 2. Configure customer and vendor profiles with accurate posting groups and payment terms. 3. Set up item cards, inventory parameters, and pricing structures for seamless transaction processing. 4. Establish sales and purchasing workflows, including automated document approvals and modern digital invoicing. 5. Manage purchase orders, sales quotes, and return processes efficiently. 6. Apply modern reporting configurations to track key sales and purchasing metrics. The course begins with essential definitions and system navigation before guiding you step-by-step through configuration scenarios and structured written exercises. You will read clear explanations, analyze real-world setup examples, and practice mapping business requirements to system settings. This course is designed for beginners, functional consultants, and business professionals new to ERP systems. No prior experience with Dynamics 365 is required. Start reading today to master the essentials of sales and purchasing configurations.