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The hands-on workshop is designed for Presales consultants responsible for understanding Dynamics 365 Business Central. Attendees will leave with expertise on how to create, connect and explore an optimized demo environment for new prospective customer scenarios. 


  •  Setup a demo environment.
  •  Walk through the standard customer scenarios in Dynamics 365 Business Central.
  •  Configure Business Central with Outlook, a mobile device, Microsoft Word and extended demo data.
  •  Connect Business Central with Excel, Power BI and Dynamics 365 for Sales.
  •  Gain hands-on experience exploring Business Central with Power Apps, Flow and AI/Machine Learning.

At the end of the day, all attendees will be able to confidently showcase Dynamics 365 Business Central to a prospect and understand it’s technical underpinnings.

Topic/Lab Description Timing
[advance to]
Introduction Introductions, guidelines, and workshop expectations
Lab #1 Explore Business Central 10:35
Lab #2 Configure Outlook 46:15
Lab #3 Configure Mobile Device 59:25
Lab #4 Configure Word Forms 65:00
Lab #5 Configure Demo Data 76:05
Lab #6 Connect Excel 89:55
Lab #7 Connect Power BI 102:20
Lab #8 Connect Dynamics 365 for Sales 119:35
Lab #9 “Connect” Business Central 137:00
Lab #10 Explore Power Apps 147:50
Lab #11 Explore Power Automate 164:55
Lab #12 Explore AI/Machine Learning 182:35
Closing Closing Comments, Next Steps and Resources 196:00


  •  Individuals responsible for demonstrating Microsoft Dynamics 365 Business Central. Workshop is targeted at technical, pre-sales professionals
  •  Any Microsoft Partner with plans to add Dynamics 365 Business Central to their cloud offerings.
  •  Any Microsoft Partner with no previous experience with Microsoft Dynamics Business Central.


  1.  Create a Business Central + Office 365 trial tenant at
    • OPTION #1 – Select Business Central tenant from the list provided
    • OPTION #2 – Select Customer Engagement tenant from the list. Next, from an from an in-private or incognito browser, create a Dynamics 365 Business Central trial account at  (hint -use the Admin user from the trial account you just created). Use option #2 if you want to demonstrate the integration between Business Central and Sales
  2.  Possess a basic understanding of the expectations of a CFO and Accountant.
  3.  Download the Business Central mobile app from your Windows, IOS or Android marketplace
  4.  Download and review the Partner Sales Playbook at

Speaker : 

Craig Crescas

The areas of business where I focus my energy and where I see have the greatest impact on a business is in sales coaching, partner enablement, sales excellence and delivering impactful and memorable presentations. Aspects of business development specifically when an organization expresses interest in adding new technologies to their product portfolios. And designing tools and programs to help organizations accelerate their practice building efforts while reducing cost of sales encompassing demo tools, ROI and playbook calculators and how to close opportunities via persuasive proposals.

I began my career at Microsoft Corporation in 2000 and I truly enjoy forging positive partner and customer relationships and assisting Value Added Resellers/Partners in aligning strategic opportunities and solutions for their clients.