Microsoft Dynamics 365 Business Central
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Getting Started
Overview of Business Functionality
Importing Business Data from Other Finance Systems
Getting Dynamics NAV on Your Mobile Device
Synchronize with Contacts in Microsoft Outlook
Using Dynamics NAV as Your Business Inbox in Outlook
Enabling Your Business Data for Power BI
Using Dynamics NAV as a Power BI Data Source
Customizing Dynamics NAV Using Extensions
Tips and Tricks
Working with Dynamics NAV
Using Search for Page or Report
Changing Basic Settings
How to: Change the Role Center
Customizing Dynamics NAV
Letting Dynamics NAV Suggest Values
Printing a Report
Videos on Common Tasks
Setting Up Dynamics NAV
Setup and Administration
Logging Changes
Creating New Companies
Users, Profiles, and Role Centers
How to: Manage Users and Permissions
Using Job Queues to Schedule Tasks
How to: Publish a Web Service
Setting Up Finance
Defining Payment Methods
Setting Up Posting Groups
How to: Work with Payment Tolerances and Payment Discount Tolerances
How to: Open a New Fiscal Year
Setting Up Value-Added Tax
How to: Update Currency Exchange Rates
Setting Up the Chart of Accounts
Setting Up Cash Flow Analysis
How to: Set Up Cash Customers
How to: Set Up Intrastat Reporting
How To: Work with the Consolidated Trial Balance Report
Setting Up Banking
How to: Set Up Bank Accounts
How to: Set Up the Bank Data Conversion Service
Setting Up Sales
How to: Register New Customers
How to: Enable Customer Payments Through Payment Services
How to: Record Special Sales Prices and Discounts
How to: Set Up Salespeople
How to: Set Up Document Sending Profiles
How to: Send Documents by Email
How to: Verify VAT Registration Numbers
How to: Set Up Shipping Agents
Setting Up Purchasing
How to: Register New Vendors
How to: Record Special Purchase Prices and Discounts
How to: Prioritize Vendors
How to: Set Up Purchasers
Setting Up Inventory
How to: Set Up General Inventory Information
How to: Work with Responsibility Centers
How to: Set Up Locations
How to: Register New Items
How to: Set Up Stockkeeping Units
How to: Categorize Items
Setting Up Project Management
How to: Set Up Resources
How to: Set Up Time Sheets
How to: Set Up Jobs
Setting Up Fixed Assets
How to: Set Up General Fixed Assets Information
How to: Set Up Fixed Asset Depreciation
How to: Set Up Fixed Asset Insurance
How to: Set Up Fixed Asset Maintenance
Setting Up Warehouse Management
Design Details: Warehouse Overview
How to: Set Up Bin Types
How to: Create Bins
How to: Create Bin Contents
How to: Set Up Put-away Templates
How to: Set Up Warehouse Employees
How to: Set Up Locations to Use Bins
How to: Convert Existing Locations to Warehouse Locations
How to: Set Up Basic Warehouses with Operations Areas
How to: Set Up Items and Locations for Directed Put-away and Pick
How to: Count, Adjust, or Reclassify Inventory
How to: Enable Automatic Breaking Bulk with Directed Put-away and Pick
How to: Enable Picking by FEFO
How to: Enable Automated Data Capture Systems (ADCS)
How to: Restructure Warehouses
Setting Up Manufacturing
How to: Create Work Center Calendars
How to: Set Up Work Centers and Machine Centers
How to: Create Routings
How to: Create Production BOMs
Enable Flushing of Components According to Operation Output
How to: Work With Manufacturing Batch Units of Measure
How to: Work With Production Families
How to: Set Up Standard Routing Lines
How to: Subcontract Manufacturing
Setting Up Service Management
How to: Set Up Standard Service Codes
How to: Configure Service Processes
How to: Set Up Fault Reporting
How to: Set Up Service Offerings
How to: Set Up Troubleshooting
How to: Set Up Resource Allocation
How to: Set Up Pricing and Additional Costs for Services
How to: Set Up Service Items and Service Item Components
How to: Set Up Work Hours and Service Hours
How to: Set Up Statuses for Service Orders and Repairs
How to: Set Up a Loaner Program
How to: Set Up Service Contracts
Depreciation Methods
How to: Set up Email
How to: Create Number Series
How to: Set Up Extended Item Text
How to: Set Up Base Calendars
Setting Up Complex Application Areas Using Best Practices
Setup Best Practices: Supply Planning
Setup Best Practices: Costing Methods
Finance
Managing Receivables
Applying Payments Automatically and Reconcile Bank Accounts
How to: Reconcile Customer Payments Manually From a List of Unpaid Sales Documents
How to: How to: Apply Customer Payments Manually
How to: Collect Outstanding Balances
How to: Use Item Charges to Account for Additional Trade Costs
How to: Work with Payment Tolerances and Payment Discount Tolerances
Managing Payables
Making Payments
Apply Payments Automatically and Reconcile Bank Accounts
How to: How to: Reconcile Vendor Payments Manually
How to: Use Item Charges to Account for Additional Trade Costs
Invoicing Prepayments
How to: Set Up Prepayments
How to: Create Prepayment Invoices
How to: Correct Prepayments
Managing Bank Accounts
Applying Payments Automatically and Reconcile Bank Accounts
How to: Reconcile Bank Accounts Separately
How to: Transfer Bank Funds
Managing Intercompany Transactions
How to: Set Up Intercompany
How to: Work with Intercompany Documents and Journals
How to: Manage the Intercompany Inbox and Outbox
Accounting for Costs
Terminology in Cost Accounting
About Cost Accounting
Setting Up Cost Accounting
Transferring and Posting Cost Entries
Defining and Allocating Costs
Creating Cost Budgets
Managing Inventory Costs
About Inventory Costing
Setting Up Inventory Valuation and Costing
How to: Revalue Inventory
How to: Adjust Item Costs
How to: Handle Inventory and Manufacturing Costs
How to: Update Standard Costs
Reporting Costs and Reconciling with the General Ledger
Design Details: Inventory Costing
Understanding the General Ledger and the COA
Working with Dimensions
How to: Create Budgets
How to: Post Transactions Directly to the General Ledger
How to: Reverse Postings
How to: Allocate Costs and Income
How to: Use Item Charges to Account for Additional Trade Costs
How to: Record and Reimburse Employees' Expenses
How to: Defer Revenues and Expenses
How to: Import Payroll Transactions
How to: Report VAT to Tax Authorities
How to: Work with VAT on Sales and Purchases
How to: Convert Service Contracts that Include VAT Amounts
Analyzing Financial Statements in Excel
Analyzing Cash Flows in Your Company
Closing Years and Periods
How to: Specify Posting Periods
Closing Periods
How to: Update Currency Exchange Rates
How to: Allocate Costs and Income
How To: Report VAT to the Tax Authorities
Preparing Pre-Closing Reports
Closing Books
Preparing Closing Statements
Business Intelligence
How to: Analyze Actual Amounts Versus Budgeted Amounts
How to: Work with Account Schedules
How to: Set Up and Publish KPI Web Services Based on Account Schedules
How to: Analyze Data by Dimensions
How to: Create Analysis Reports
How to: Create Reports with XBRL
Sales
How to: Make Offers
How to: Invoice Sales
How to: Sell Products
How to: Create Recurring Sales and Purchase Lines
How to: Make Drop Shipments
How to: Create Special Orders
How to: Correct or Cancel Unpaid Sales Invoices
How to: Process Sales Returns or Cancellations
How to: Work with Blanket Sales Orders
How to: Combine Shipments on a Single Invoice
How to: Calculate Order Promising Dates
How to: Track Packages
Purchasing
How to: Record Purchases
How to: Request Quotes
How to: Purchase Items for a Sale
How to: Correct or Cancel Unpaid Purchase Invoices
How to: Combine Receipts on a Single Invoice
How to: Process Purchase Returns or Cancellations
Date Calculation for Purchases
Inventory
How to: Register New Items
How to: Work with Bills of Material
How to: Categorize Items
How to: Work with Item Attributes
How to: Work with Nonstock Items
How to: Count, Adjust, and Reclassify Inventory
How to: View the Availability of Items
How to: Transfer Inventory Between Locations
How to: Reserve Items
How to: Work with Serial and Lot Numbers
How to: Work with Responsibility Centers
Project Management
How to: Create Jobs
How to: Use Resources for Jobs
How to: Use Time Sheets for Jobs
How to: Manage Job Budgets
How to: Record Usage for Jobs
How to: Manage Job Supplies
Understanding WIP Methods
How to: Monitor Job Progress and Performance
How to: Invoice Jobs
Fixed Assets
How to: Acquire Fixed Assets
How to: Maintain Fixed Assets
How to: Insure Fixed Assets
How to: Transfer, Split, or Combine Fixed Assets
How to: Revalue Fixed Assets
How to: Depreciate or Amortize Fixed Assets
How to: Dispose of or Retire Fixed Assets
How to: Manage Budgets for Fixed Assets
Relationship Management
Setting Up Relationship Management
Managing Contacts
Managing Segments
Recording Interactions
Managing Sales Opportunities
Managing Customers and Sales Created in Dynamics 365 for Sales
Human Resources
How to: Register Employees
How to: Manage Employee Absence
Planning
About Planning Functionality
How to: Subcontract Manufacturing
Planning With or Without Locations
How to: Create a Forecast
How to: Create Production Orders from Sales Orders
How to: Plan Project Orders
How to: Plan for New Demand Order by Order
How to: Run Full Planning, MPS or MRP
How to: Replan or Refresh Production Orders Directly
How to: Track Relations Between Demand and Supply
How to: Modify Planning Suggestions in a Graphical View
Assembly Management
Understanding Assemble to Order and Assemble to Stock
How to: Quote an Assemble-to-Order Sale
How to: Assemble Items
How to: Sell Items Assembled to Order
How to: Sell Inventory Items in Assemble-to-Order Flows
How to: Sell Assemble-to-Order Items and Inventory Items Together
How to: Undo Assembly Posting
How to: Work with Bills of Material
Design Details: Assembly Order Posting
Manufacturing
About Production Orders
How to: Create Production Orders
How to: Subcontract Manufacturing
How to: Post Consumption and Output for One Released Production Order Line
How to: Batch Post Consumption
How to: Batch Post Output and Run Times
How to: Post Scrap
How to: View the Load in Work and Machine Centers
How to: Post Capacities
About Finished Production Order Costs
Warehouse Management
How to: Receive Items
How to: Cross-Dock Items
Putting Items Away
Moving Items
Picking Items
How to: Ship Items
Service Management
Planning Service
Fulfilling Service Contracts
Delivering Service
General Business Functionality
How to: Set Up Extended Item Text
Working with General Journals
How to: Send Documents by Email
Working with Reports
Managing Report and Document Layouts
Logging Changes in Dynamics NAV
How to: Manage Users and Permissions
Customizing Dynamics NAV Using Extensions
Incoming Documents
How to: Set Up Incoming Documents
Processing Incoming Documents
Workflow
Setting Up Workflows
Using Workflows
Exchanging Data Electronically
About the Data Exchange Framework
Setting Up Data Exchange
Exchanging Data
Defining User Tasks
Business Process Walkthroughs
Walkthrough: Conducting a Sales Campaign
Walkthrough: Setting Up and Invoicing Sales Prepayments
Walkthrough: Setting Up and Using a Purchase Approval Workflow
Walkthrough: Receiving and Putting Away in Basic Warehouse Configurations
Walkthrough: Receiving and Putting Away in advanced warehouse configurations
Walkthrough: Walkthrough: Planning Supplies Manually
Walkthrough: Walkthrough: Planning Supplies Automatically
Walkthrough: Selling, Assembling, and Shipping Kits
Walkthrough: Walkthrough: Managing Projects with Jobs
Walkthrough: Walkthrough: Calculating Work in Process for a Job
Walkthrough: Picking and Shipping in Basic Warehouse Configurations
Walkthrough: Tracing Serial/Lot Numbers
Design Details
Design Details: Dimension Set Entries
Design Details: Supply Planning
Design Details: Inventory Costing
Design Details: Warehouse Management
Design Details: Item Tracking
Design Details: General Journal Post Line
Local Functionality
Australia
Austria
Belgium
Canada
Denmark
Finland
France
Germany
Iceland
Italy
Mexico
Netherlands
New Zealand
Norway
Russia
Spain
Sweden
Switzerland
Unites Kingdom
United States