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It explains how teams can assess business needs and plan next steps for selecting a comprehensive solution. The guide details financial capability areas including general ledger setup, VAT and recurring journals, reporting with Excel and Power BI, dimension controls, budgeting, cost accounting, deferrals, and multi-currency processing.",{"@graph":69,"@context":121},[70,84,104],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":30,"@type":76,"position":81},"https://docshare.wps.com/document/technology/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/microsoft-dynamics-365-business-central-capability-guide-financial-management/676837/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":98,"encodingFormat":97,"isAccessibleForFree":99,"interactionStatistic":100},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/microsoft-dynamics-365-business-central-capability-guide-financial-management/676837.png","ImageObject",300,407,{"name":92,"@type":93},"Ben ","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-11-04",true,{"@type":101,"interactionType":102,"userInteractionCount":8},"InteractionCounter",{"@type":103},"ViewAction",{"@type":105,"mainEntity":106},"FAQPage",[107,113,117],{"name":108,"@type":109,"acceptedAnswer":110},"What is the purpose of the Microsoft Dynamics 365 Business Central Capability Guide?","Question",{"text":111,"@type":112},"It offers a high-level overview of Business Central capabilities so organizations can assess their business nuances and determine next steps for selecting a comprehensive business management solution.","Answer",{"name":114,"@type":109,"acceptedAnswer":115},"How does the guide describe general ledger setup and posting?",{"text":116,"@type":112},"It covers setting up companies and posting through general journals, including VAT and sales tax features, recurring journals, and background posting, with reporting and posting supported in additional reporting currency.",{"name":118,"@type":109,"acceptedAnswer":119},"What financial analytics and reporting options are highlighted?",{"text":120,"@type":112},"The guide notes built-in and customized reports, refreshing data in Microsoft Excel, and using Power BI reports and charts, including editing data from general ledger pages in Excel.","https://schema.org",{"og:url":83,"og:type":123,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":125,"canonical":83},"index,follow",{"doc_id":127,"site_id":62},676837,1793776845,{"code":4,"msg":5,"data":130},{"doc_id":127,"user_id":131,"nickname":92,"user_avatar":132,"doc_module":4,"category_id":29,"category_name":30,"doc_title":65,"doc_description":67,"doc_content":133,"file_id":134,"file_url":135,"file_type":136,"file_size":137,"view_count":8,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":138,"language":139,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":67,"update_tm":128,"read_time":36},2336478951081,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","Microsoft Dynamics 365 Business Central Capability Guide  \nMicrosoft Dynamics 365 Business Central 2  \nCapability Guide  \nWelcome to Dynamics 365 Business Central  \nAre you struggling to manage your growing business across finance, sales, service, and operations teams? Over the last decade, the way we work, where work is done, and business models have change exponentially. Now is the time to move to the cloud and get the right solutions in place to empower your people to deliver more value to your customers-no matter where they are working from. This quick-start guide provides a high-level overview of the capabilities within Microsoft Dynamics 365 Business Central.  \nThe guidance here will allow you to assess your business’s unique nuances and identify the next steps to selecting a comprehensive business management solution. Business Central provides the collaborative capabilities needed to connect your teams using a single solution, so everyone across the organization is empowered to adapt faster, work smarter, and perform better.  \nTable of contents  \nFinancial management ......................... 03  \nReporting and data analyst ................ 05  \nSales management ................................. 06  \nSupply chain management ................. 08  \nProject management .............................. 11  \nService management.............................. 12  \nWarehouse management ..................... 13  \nManufacturing .......................................... 14  \nApplication compliance......................... 15  \nClosing .......................................................... 16  \nMicrosoft Dynamics 365 Business Central 3  \nCapability Guide  \nFinancials  \nAccelerate financial close, improve forecasting, and get real-time performance metrics while fostering compliance and security across subsidiaries.  \nGeneral ledger  \nSet up companies and post to the general ledger though general journals. Use features for VAT and sales tax, recurring journals, and background posting of journals. Posting and reporting can be done in one additional reporting currency.  \nUse built-in reports, customized reports (both RDCLand Word), and easily refresh data in Microsoft Excel, and Power BI reports and charts.  \nView and edit the data in most general ledger pages using Microsoft Excel.  \nDimensions  \nUse unlimited dimensions in transactions in all ledgers for important parts of your business, such as departments, projects, sales channel, and geographical areas. Set up rules for how to combine dimensions and dimension values. Control the use of dimensions and increase the reliability of output based on dimensions. Assign default dimensions values to master data such as general ledger accounts, customers, vendors, fixed assets, resources, and items. Set up rules to prioritize the use of default values.  \nUse data from dimensions in reports for filtering, account schedules to analyze your general ledger, and in data sent to Power BI.  \nBudgets  \nTrack business progress using budgets in the general ledger. Use budgets in financial reports, user-defined analysis in account schedules, or in data sent to Power BI for data sharing and analysis.  \nImport budget information to and from Microsoft Excel for enhanced calculation capabilities when you prepare budgets.  \nCost accounting  \nGain insight into costs through the visibility of actual and budgeted costs of operations, departments, products, and projects. Combine base data in general ledger transactions with dimensions with known future costs and define a hierarchy of cost centers and cost objects. Allocate costs using allocation runs with different allocation keys and methods.  \nAnalyze general ledger actuals and budgets in userdefined scenarios. Explore the scenarios to gain insight into the business that are not immediately reflected in your chart of accounts.  \nDeferrals  \nSet up deferral templates that automate the process of deferring revenues and expenses based on a schedule. Recognize ","cbCaihSHa3UuorYT","https://ap.wps.com/l/cbCaihSHa3UuorYT","pdf",3431774,16,"English","# Financial management\n## Reporting and data analyst\n## Sales management\n## Supply chain management\n## Project management\n## Service management\n## Warehouse management\n## Manufacturing\n## Application compliance\n## Closing","[{\"question\":\"What is the purpose of the Microsoft Dynamics 365 Business Central Capability Guide?\",\"answer\":\"It offers a high-level overview of Business Central capabilities so organizations can assess their business nuances and determine next steps for selecting a comprehensive business management solution.\"},{\"question\":\"How does the guide describe general ledger setup and posting?\",\"answer\":\"It covers setting up companies and posting through general journals, including VAT and sales tax features, recurring journals, and background posting, with reporting and posting supported in additional reporting currency.\"},{\"question\":\"What financial analytics and reporting options are highlighted?\",\"answer\":\"The guide notes built-in and customized reports, refreshing data in Microsoft Excel, and using Power BI reports and charts, including editing data from general ledger pages in Excel.\"}]","Microsoft Dynamics 365 Business Central Capability Guide - Financial management | PDF"]