Upcoming Events

Session overview:

Power BI for Dynamics Business Central is an instructor-led virtual training course that provides Business Central users an intro to the Power BI experience. This session will cover three key areas:

– Getting Started with Power BI

– Diving into Power BI

– Report Consumption

After this session, you’ll understand how to view financial reporting data from Business Central in a Power BI dashboard.

Recommended Prerequisites:

– Exposure to Dynamics 365 Business Central is helpful

Syllabus:

Getting Started with Power BI

– Overview of web services and integration from Business Central

– How to find tables in Business Central

Diving into Power BI

– Licensing

– Power BI and Desktop/User Interface Walkthrough

– Connecting additional data sources

– How to query, model, and change data

– How to use DAX formulas for dates and advanced measures

Report Consumption

– How to repurpose reports or switch companies

– Publishing and sharing reports

– Overview of Workspaces Pro and Apps Pro

– How to build a dashboard with information from multiple reports

– Designing your report view

The proper setup and administration of security and permissions within Microsoft Dynamics 365 Business Central / NAV can make all the difference. Get it right and you as the system administrator can save yourself and your users countless hours of time and frustration. Fail to optimize your setup and you’re not only going to regret it every day, but you’re opening yourself up to issues with controls and access – and you know how management and the auditors feel about that. Join this class to understand master data related to security and permissions, understand the permission hierarchy, know how to add permission sets and related permissions, and know the best practices for setup and managing. As a bonus, you’ll leave with a detailed security template to jump-start your permissions analysis.

Classes developed and delivered by New View Strategies

Class topics

• Permissions and Permission Sets
• Users and User Groups
• Change Log
• Security Planning
• Permissions Recorder

Learning Objectives:

At the end of this class, participants will be able to:

• Differentiate between Permissions, Permission Sets, User Groups, and Users
• Explain the pros and cons of using the Change Log
• Design or revise one’s organizational Permissions approach

Who Should Attend?

IT Professionals and Analysts responsible for the setup and administration of security and permissions inside Business Central / NAV, and those team members are involved in any activities related to auditing system access and controls.

This three-week Microsoft Dynamics 365 for Finance and Supply Chain Development Workshop will be held online from 9 to 11 a.m. (CT), Monday – Friday, September 27 – October 15. The deadline to register is Friday, September 17. Space is limited.

Stoneridge Software’s Development Workshop will provide students with an overview of the Dynamics 365 Finance and Supply Chain architectural and development features and the tools available in the development environment. This workshop covers the essentials of doing development in Dynamics 365 including creating tables, classes, forms and reports.

Course Outline:

• Visual Studio Overview
• D365 Architecture
• Data Types & Tables
• User Interfaces

• Debugging & X++ Control Statements
• Objects & Classes
• Accessing the Database
• Exception Handling
• Security for Developers

• Working with Data
• Classes
• Forms
• Reports
• Data Entities