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      Partner Pre-Sales Learning Catalog

      Are you responsible for demonstrating key features to customers? 

      The following catalog is organized from core knowledge to specific domains, and from most basic to most advanced. If content exists in multiple formats, we'll let you know, so that you can choose the training format that best meets your needs.

      Get Started

      Content Description Format Length
      Get started with Microsoft Dynamics 365 Business Central Are you interested in Business Central? If so, this learning path provides a good introduction. It discusses how to set up a trial, provides some basic information about what's available, and shows some personalization options you can make to customize Business Central for your use. Free, self-paced online learning path 3 hours 4 minutes
      Work with the Microsoft Dynamics 365 Business Central user interface Do you want to learn about the Business Central user interface? This learning path shows you the user interface, and also how you can personalize it. It also discusses alternate interfaces such as a smartphone. Free, self-paced online learning path 2 hours 27 minutes
      Work like a pro with data in Business Central Are you just getting started with Business Central? This learning path will help prepare you for the types of data in Business Central and how to find information you need in the application. Free, self-paced online learning path 2 hours 27 minutes
      Business Central YouTube playlist YouTube landing page for Dynamics 365 Business Central videos YouTube Videos
      Explore Dynamics 365 Business Central Capabilities Explore Dynamics 365 Business Central Capabilities Website

      Grow Your Business

      Content Description Format Length
      Dynamics 365 Business Central - Compelling Prospect Conversations (Blitz) Join Errol Schoenfish, Director of Product Marketing, as he talks through how to have compelling conversations with prospects on Microsoft Dynamics 365 Business Central. Video 11 minutes 16 seconds
      Dynamics 365 Business Central - How to Make it Real Join Errol Schoenfish, Director of Product Marketing, as he talks about how to get started enabling demos for Microsoft Dynamics 365 Business Central. Video 12 minutes 29 seconds

      Business Value

      Content Description Format Length
      Explore Dynamics 365 Business Central Capabilities Explore Dynamics 365 Business Central Capabilities Website
      Dynamics 365 Business Central This module shows application features, benefits, and examples of Dynamics 365 Business Central in action. Free, self-paced online learning path 24 minutes

      What's New

      Content Description Format Length
      Dynamics 365: 2019 release wave 2 plan The Dynamics 365 release plan (formerly release notes) for the 2019 release wave 2 describes all new features releasing from October 2019 through March 2020. Website and downloadable white paper

      Demo

      Content Description Format Length
      The Sales Demo Playbook (Part 1 of 2) Twenty pre-configured, scripted demo scenes built around Business Central. Choose between full click-through assistance (download 1) and non-click-through assistance (download 2). Download
      The Sales Demo Playbook (Part 2 of 2) Twenty pre-configured scripted demo scenes built around Business Central. Choose between full click-through assistance (download 1) and non-click-through assistance (download 2). Download
      Demo: The Sales Representative- Summer 2019 Join Craig as he shows you how the role of the Sales Representative works and behaves in Business Central. YouTube video 5 minutes 45 seconds
      Demo: The Sales Manager - Summer 2019 Join Craig as he shows you how the role of the Sales Manager works and behaves in Business Central. YouTube video 6 minutes 44 seconds
      Demo: The Project Manager - Summer 2019 Join Craig as he shows you how the role Project Manager works and behaves in Business Central. YouTube video 5 minutes 25 seconds
      Demo: The Owner - Summer 2019 Join Craig as he shows you how the role Owner works and behaves in Business Central. YouTube video 10 minutes 32 seconds
      Demo: The Marketing Manager - Summer 2019 Join Craig as he shows you how the role of the Marketing Manager works and behaves in Business Central. YouTube video 7 minutes 40 seconds
      Demo: The External Accountant - Summer 2019 Join Craig as he shows you how the role of the External Accountant works and behaves in Business Central. YouTube video 2 minutes 46 seconds
      Demo: The Bookkeeper - Summer 2019 Join Craig as he shows you how the role of the Bookkeeper works and behaves in Business Central. YouTube video 7 minutes 42 seconds
      Demo: The Accountant - Summer 2019 Join Craig as he shows you how the role of the Accountant works and behaves in Business Central. YouTube video 10 minutes 17 seconds
      Demo: Reconcile Bank - Summer 2019 Join Craig as he shows you how reconcile bank accounts. YouTube video 4 minutes 15 seconds
      Demo: Quote to Cash via Sales and Business Central - Summer 2019 Join Craig as he shows you how Quote to Cash works via Sales and Business Central. YouTube video 5 minutees 59 seconds
      Demo: Quote to Cash via Outlook - Summer 2019 Join Craig as he shows you how Quote to Cash works all from within Microsoft Outlook. YouTube video 6 minutes 28 seconds
      Demo: Produce Production Order - Summer 2019 Join Craig as he shows you how use produce production orders in Business Central. YouTube video 6 minutes 24 seconds
      Demo: Procure to Pay - Summer 2019 Join Craig as he shows you how use Procure to Pay in Business Central. YouTube video 5 minutes 26 seconds
      Demo: Order to Cash - Summer 2019 Join Craig as he shows you a very common business process called "order to cash". YouTube video 4 minutes 44 seconds
      Demo: Opportunity to Quote in Business Central - Summer 2019 Join Craig as he show you the opportunity management features in Business Central while demonstrate the common business process of opportunity to quote. YouTube video 3 minutes 31 seconds
      Demo: Manage Your Inventory - Summer 2019 Join Craig as he shows you how to manage your inventory. YouTube video 6 minutes 23 seconds
      Demo: Make to Stock - Summer 2019 Join Craig as he shows you how to perform make to stock with Business Central. YouTube video 4 minutes 42 seconds
      Demo: Intercompany Transactions - Summer 2019 Join Craig as he shows you how to do transactions between companies. YouTube video 4 minutes 09 seconds
      Demo: Enter a Sales Order via Mobile Device - Summer 2019 Join Craig as he shows you how to enter a sales order via a mobile device. YouTube video 3 minutes
      Demo: Drop Ship Sales Orders - Summer 2019 Join Craig as he shows you the drop ship sales order process in Business Central. YouTube video 4 minutes 14 seconds
      Demo: Customer Approval Process - Summer 2019 Join Craig as he shows a basic business process of onboarding a new customer. YouTube video 3 minutes 24 seconds
      Demo: Consolidating Companies - Summer 2019 Join Craig as he shows you how to consolidate companies using Business Central. YouTube video 2 minutes 15 seconds
      Demo: Automate Accounts Payable - Summer 2019 Join Craig as he shows you one way in which you can automate accounts payable process using Business Central. YouTube video 3 minutes 51 seconds
      Demo: Setting up a new company Join Craig as he shows you how to set up a new company using Business Central YouTube video 4 minutes 48 seconds
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