New Business Central Introductory Tutorials
Microsoft has just released a selection of short, introductory tutorial videos on their official Microsoft Dynamics 365 Business Central YouTube channel—perfect for anyone taking their first steps in the application. Each video is only a few minutes long, making them ideal for those who want a quick walkthrough before diving deeper. Below, we’ve grouped the tutorials by topic area to help you find exactly what you need.
Navigating Business Central
- Introduction to Business Central shows how to move around the system, access role-specific home pages (for business managers, accountants, production planners, and sales managers), and use guided tours to familiarize yourself with key actions and KPIs. Click here to watch.
- Getting Started with Business Central walks you through using the Cronus sample company, creating your own environment, and importing data from Excel or other systems—crucial first steps for any new user. Click here to watch.
Role-Centric Home Pages & Search
- How to Access All Features in Business Central dives into configuring home pages for different roles, customizing activity tiles and charts, and using the global search bar and keyboard shortcuts for lightning-fast navigation. Whether you’re focused on sales, finance, or project management, this video helps you tailor the interface to your day-to-day needs. Click here to watch.
Data Integration & Reporting
- How Business Central Integrates with Microsoft Excel demonstrates exporting lists to Excel, building pivot tables and charts, refreshing data connections, and even publishing updates back to Business Central. If you’ve ever wished for powerful spreadsheet analysis without leaving your ERP environment, this is a must-watch. Click here to watch.
Project & Inventory Management
- How to Create Projects in Business Central guides project managers through setting up new projects, defining tasks and budgets, copying task templates, and monitoring cost versus revenue directly from the Project Manager Role Center. Click here to watch.
- How to Set Up Locations in Business Central covers defining multiple warehouses or sites, using transfer orders, checking item availability by location, and assigning default shipment locations for faster order fulfillment. Click here to watch.
Finance & Compliance Essentials
- How to Set Up Sales Tax in Business Central walks you through assisted setup for tax groups and area codes, linking customers and vendors to the correct tax jurisdictions so that rates are calculated automatically on sales and purchase documents. Click here to watch.
- How to Work with General Journals in Business Central offers a concise overview of journal templates, line-by-line versus balanced entries, posting previews, and reversing entries when adjustments are needed. Click here to watch.
- How to Use Posting Groups in Business Central explains the three types of posting groups—general (business), product, and VAT/tax—showing how they map transactions to the correct general ledger accounts for smooth, accurate bookkeeping. Click here to watch.
By exploring these videos, new Business Central users can rapidly gain confidence in navigation, data entry, reporting, and core financial processes. We encourage you to head over to the official Dynamics 365 Business Central YouTube page to watch them all—whether you’re evaluating a first deployment or refreshing your skills, these brief tutorials are a great way to get up and running.
How TrinSoft Can Tailor Business Central to You
Dynamics 365 Business Central is a flexible cloud ERP solution that adapts to many industries and sizes. Because Business Central is cloud-based, new features, including powerful AI and Copilot functionality, arrive automatically with updates, delivering efficiency gains without big upgrade projects.
At TrinSoft, we specialize in helping businesses implement and customize Business Central for their operations. Whether you’re in distribution, manufacturing, or services, we ensure features like automated order-taking are tailored to your needs.
Contact us today to learn how TrinSoft can create a customized ERP solution based on Business Central that’s tailored to your industry and exact business processes.