Microsoft Dynamics 365 Business Central Technical Training — Lesson 3: Reports, APIs, Integrations and Data Movement

Learning Objectives

• Create reports, layouts, queries, XMLports, APIs, web services, configuration packages, and data migration workflows
• Integrate Business Central securely with external services, Power Platform, and approved Microsoft 365 experiences
• Validate reports, apis, integrations and data movement decisions with documented requirements, test evidence, risk controls, and measurable acceptance criteria

Detailed Topics

• Create reports: Create reports, layouts, queries, XMLports, APIs, web services, configuration packages, and data migration workflows
• Integrate Business Central securely with external services: Integrate Business Central securely with external services, Power Platform, and approved Microsoft 365 experiences
• Validate reports: Validate reports, apis, integrations and data movement decisions with documented requirements, test evidence, risk controls, and measurable acceptance criteria

Guided Demonstration

1. Review the requirement, users, data, dependencies, permissions, risks, and expected result.
2. Demonstrate the relevant configuration, development, analysis, administration, or support workflow step by step.
3. Capture settings, outputs, logs, screenshots, calculations, test results, and other useful evidence.
4. Compare the observed result with acceptance criteria and explain any corrective action.

Hands-On Activity

Develop and test a reporting and integration scenario.

• Document assumptions, prerequisites, and the planned sequence before starting.
• Complete the activity and preserve evidence of normal, boundary, and failure behavior.
• Record issues, corrective actions, reusable notes, and the next improvement priority.

Scenario Analysis

• Identify the business or technical decision that must be made.
• Compare valid implementation approaches and their trade-offs.
• Consider security, privacy, accessibility, performance, support, and operational impact.

Troubleshooting Focus

• Separate symptoms from causes and collect evidence before applying a fix.
• Check configuration, data, permissions, dependencies, capacity, connectivity, and recent changes.
• Validate rollback, recovery, ownership, user impact, and business continuity.

Validation Checklist

• The requirement, scope, inputs, and expected outcome are clear.
• The selected design or configuration is documented and follows approved standards.
• Normal, boundary, failure, security, accessibility, and operational conditions are reviewed.
• The result is supported by evidence and the next improvement is prioritized.

Lesson Outcome

Learners can explain and apply Reports, APIs, Integrations and Data Movement in a realistic scenario and validate the result with documented evidence.