Introduction

This advanced, hands-on training program is tailored for professionals aiming to master inventory and warehouse management in Microsoft Dynamics 365 Business Central (365BC). Over four intensive days, participants will dive deep into real-world scenarios and best practices inspired by leading implementations across industries. The course emphasizes practical application through guided exercises, simulations, and workshops that mirror complex business processes—from inventory configuration and costing strategies to advanced warehouse operations and system integration. By the end of the program, attendees will be equipped with the tools and insights needed to drive operational excellence using 365BC.

Objectives

• Understand key inventory and warehouse management principles in a 365BC ERP context.
• Learn how to configure inventory and warehouse settings effectively.
• Explore costing methods and their financial impact.
• Gain hands-on experience with inventory transactions and warehouse operations.
• Apply best practices for tracking, reporting, and integrating with finance and production.

Audience

This training is intended for:

• 365BC consultants and system implementers.
• Supply chain and logistics professionals.
• Warehouse and inventory managers.
• Finance and operations staff involved in inventory processes.
• Anyone seeking to improve their understanding of inventory and warehouse management in 365BC.

* Prices are free of VAT.
* Education is not included in the NLT membership fee.

Day 1: Inventory Management – Fundamentals

Theoretical Part:

Inventory Setup

• Inventory posting groups
• General ledger integration
• Inventory periods and costing setup

The Item Card

• Item types and categories
• Units of measure
• Item tracking setup
• Replenishment and planning parameters

Costing Methods Deep Dive

• FIFO, LIFO, Average, Standard, Specific
• Costing layers and valuation
• Impact on financials and reporting

Locations

• Location setup and configuration
• Location-specific rules
• Use of bins and zones

Stockkeeping Units (SKUs)

• Purpose and setup
• Differences from item cards
• Location and variant-specific planning

Practical Part:

• Hands-on setup of inventory posting groups and item cards
• Workshop: Create and compare items with different costing methods
• Configure multiple locations and assign SKUs
• Simulate transactions to observe costing behavior

Day 2: Inventory Management – Operations & Reporting

Theoretical Part:

Inventory Adjustments

• Positive/negative adjustments
• Adjustment journals
• Posting and audit trail

Item Availability

• Availability by event, location, variant
• Demand and supply overview
• Planning worksheet

Item Reservations

• Manual vs automatic reservations
• Reservation entries and rules
• Impact on planning and fulfillment

Basic Warehouse Tasks

• Picking and put-away basics
• Inventory movements
• Warehouse documents

Order Tracking & Location Transfers

• Item tracing and order tracking
• Transfer orders and in-transit locations

Serial/Lot Numbers

• Tracking setup
• Assignment during transactions
• Traceability and compliance

Integration to Finance

• Inventory batch posting
• G/L impact of inventory transactions

Inventory Valuation & Reporting

• Inventory valuation methods
• Inventory reports and analysis
• Reconciliation with G/L

Physical Inventory (Stock Take)

• Physical inventory journals
• Counting, posting, and adjustments
• Cycle counting

Practical Part:

• Perform inventory adjustments and reservations
• Analyze item availability scenarios
• Create and post transfer orders
• Assign and trace serial/lot numbers
• Run inventory valuation reports
• Execute a physical inventory count

Day 3: Warehouse Management – Setup & Basic Operations

Theoretical Part:

Introduction to Warehouse Management

• Key concepts and terminology
• Differences between inventory and warehouse management

Warehouse Setup

• Warehouse configuration
• Bin setup and bin types
• Warehouse employees and permissions

Six Levels of Warehousing

• Overview of complexity levels
• Choosing the right level for your business

Basic Inventory Orders

• Shipping and receiving without bins

Basic Inventory Orders – Bin Code

• Shipping and receiving with bin codes

Basic Warehouse Activity – Order by Order with Bin Codes

• Shipping and receiving
• Inventory put-away and pick
• Internal movements

Practical Part:

• Configure a warehouse with basic and bin-level setup
• Process basic shipping and receiving
• Execute put-away and pick operations
• Perform internal movements between bins

Day 4: Warehouse Management – Advanced Operations & Integration

Theoretical Part:

Advanced Warehouse Activity – Multiple Orders

• Consolidated shipping and receiving
• Warehouse shipment and receipt documents

Advanced Warehouse Activity – Put-Away/Pick

• Warehouse put-away and pick
• Pick and put-away worksheets
• Movement documents

Advanced Warehouse Activity – Bin Codes

• Bin-specific operations
• Movement worksheet with bin codes

Advanced Warehouse Activity – WMS

• Full warehouse management system
• Integration of all advanced features

Internal Processes

• Internal picks and put-aways
• Reclassification journals

Cross Docking

• Setup and execution
• Benefits and limitations

Item Tracking in Warehouse

• Serial/lot tracking in warehouse documents
• Traceability across warehouse operations

Integration to Production

• Raw material picking
• Finished goods put-away

Implementing Hand-Held Devices

• Device setup and configuration
• Barcode scanning and mobile workflows

Practical Part:

• Process advanced warehouse shipments and receipts
• Use worksheets for pick, put-away, and movement
• Execute cross-docking scenarios
• Track items through warehouse operations
• Simulate production integration
• Demonstrate mobile device usage in warehouse tasks

Prerequisites

To successfully follow this training, participants should have:

• A basic understanding of Microsoft Dynamics 365 Business Central from a user or consultant perspective, including fundamental knowledge of inventory and warehouse management in 365BC.
• Familiarity with the Business Central user interface, including navigation, pages, and standard functionalities.

This course is suitable for participants with a beginner-level understanding of Business Central who are looking to deepen their knowledge of the logistics module.

This knowledge is part of the certification and the required skills for passing the exam, but it does not cover the full scope of the certification content.

Participants who complete this training and Dynamics functional academy, covering certification area and wish to validate their skills can pursue the Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate.

• Exam code: MB-800
• Candidates for this exam are Functional Consultants who implement core application setup processes for small and medium businesses. They implement and configure the Dynamics 365 Business Central app, including setting up core app functionality and modules and migrating data to Business Central.
• The online content and more about the exam can be found on this site. Scroll down for the Learning paths (content).
• Package: exam information and exam preparation, as well as taking the exam through our Pearson VUE exam center. Price: 410 EUR*

Peik Bech-Andersen

About

I am a solution architect and senior developer stationed in Denmark, implementing solutions all-over the world, specializing in advanced manufacturing combined with master data replication and Intercompany solutions.

I first saw Navision in 1984 at the beta testing program of PcPlus. I started implementing manufacturing solutions in 1983 on IBM S/36 systems. Since the Dynamics NAV manufacturing module was released, I have implemented at least 50 Manufacturing solutions in all kinds of different businesses. Starting as an accountant in a production company and moving on to implementing systems, I have both the accounting, the development and the implementation background.

As a Microsoft Certified Trainer, I have conducted courses the last 10 years in topics like Dynamics NAV programming, installation, finance, trade, warehouse management and manufacturing. During the 10 years, I have had around 150 courses with at least 800 participants in 14 countries. I maintain a blog in Mibuso.com where I writes about both programming, installation and application topics. Usually topics discussed during courses or customer implementations.