MB-800T00 - Microsoft Dynamics 365 Business Central Functional Consultant

Built and optimized for small and medium businesses, Dynamics 365 Business Central is an application for companies that have outgrown their entry-level business applications. Growing businesses often outgrow their basic accounting software or legacy enterprise resource planning (ERP) systems that are unable to handle increased inventory and transactions, lack integration with other line-of-business systems, and have reporting limitations. Businesses are also challenged with the logistics of providing services that have more scalability, increased mobility, and availability in the cloud. With Business Central, you can manage your financials, automate and secure your supply chain, sell smarter, improve customer service and project performance, and optimize your operations.

INR 60000 + tax

Code: mb-800t00

Duration: 4.0 days

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Objectives

  • Create a Business Central account.
  • Sign in to Business Central.
  • Use a demo database.
  • Start a trial with your own data.
  • Extend your trial and subscribe or unsubscribe your organization from Business Central.
  • Understand why Business Central is a cloud end-to-end business solution.
  • Explore the core Business Central functionalities by browsing application areas.
  • Understand the high-level technical architecture of Business Central.
  • Know the available options to tailor Business Central to specific needs.
  • Sign up for the Cloud Solution Provider program.
  • Use the administration center to manage environments.
  • Set up tenant notifications and inspect environment telemetry.
  • Manage support requests for customers.
  • Export a database.
  • Enable features ahead of time
  • Create new companies.
  • Set up a company.
  • Enter company information.
  • Perform data migration using the Data migration assisted setup wizard
  • Work with data templates
  • Import data from Excel and other finance systems
  • Manage users and user groups
  • Implement and configure security
  • Setup profiles, and role centers
  • Audit changes to data
  • Set up email accounts.
  • Learn how to compose and send an email.
  • Learn how to send documents by email.
  • Set up document sending profiles.
  • Assign email scenarios.
  • Integrate Business Central with Outlook
  • Use the add-ins
  • Creating invoices from meeting appointments
  • Do a quick document lookup
  • Create workflows manually.
  • Create workflows from templates.
  • Set up users.
  • Set up notifications.
  • Set up approvals by using Assisted Setup.
  • Request approval of a record.
  • Cancel a request for approval.
  • Approve or reject a request for approval.
  • Delegate a request for approval.
  • Manage overdue approval requests.
  • Understand, activate, and work with role center pages.
  • Understand and work with list, card, and document pages.
  • Use the app menu and app bar.
  • Find help on topics within the application.
  • Change the theme of your organization.
  • Change user role centers.
  • Personalize list and card pages.
  • Install and use Business Central on a smartphone or tablet.
  • Configure and use Microsoft Outlook as an interface for Business Central.
  • Manage report and document layouts
  • Create and modify report or document layouts
  • Implement report selections and manage saved settings for reports
  • Create Business Central web services that can be used as data sources in Power BI
  • View data in Power BI reports in Business Central
  • Enable business data for Power BI
  • Export business data to Excel
  • Understand the steps to migrate to Business Central online.
  • Meet requirements and weigh considerations of migration.
  • Set up general features such as date range and currency settings.
  • Create global and shortcut dimensions.
  • Set up background posting and reporting.
  • Establish rounding and tolerance in the application.
  • Learn about the purpose of number series.
  • Set up number series.
  • Create number series relations.
  • Set up source codes and reason codes.
  • Learn about the purpose of posting groups in Business Central.
  • Set up posting groups to link receivables, payables, bank accounts, and inventory accounts.
  • Map sales and purchase G/L accounts in the general posting setup.
  • Set up dimensions and dimension values.
  • Enter dimensions manually in sales and purchase documents.
  • Set up global and shortcut dimensions.
  • Assign default dimensions to accounts.
  • Prioritize default dimensions of certain account types.
  • Block dimension combinations.
  • Use the chart of accounts.
  • Create new G/L accounts.
  • Assign account categories.
  • Set up and assign account subcategories.
  • Explain the purpose and organization of journal templates and journal batches.
  • Create general journal templates and general journal batches.
  • Create and post general journal entries.
  • Use standard journals to save and retrieve general journal lines.
  • Preview the posting of general journal lines.
  • Reverse journal entries.
  • Understand how to use recurring journals.
  • Use recurring journals with fixed and variable amounts.
  • Record accruals by using recurring journals.
  • Create an item in Business Central.
  • Create a customer in Business Central.
  • Create a vendor in Business Central.
  • Use templates to create key records.
  • Set up sales and receivables.
  • Set up purchases and payables.
  • Assign number series for sales and purchase documents.
  • Create locations.
  • Make locations mandatory by using inventory setup.
  • Create purchase quotes and convert them to orders.
  • Create blanket orders and convert them to orders.
  • Receive items from vendors.
  • Post partial receipts.
  • Post a purchase invoice for one receipt.
  • Post a purchase invoice for multiple receipts.
  • Review posted purchase documents.
  • Create a special price for one vendor.
  • Know the available sales prices when you are purchasing items.
  • Create an item discount for one vendor.
  • Know the available discounts when you are purchasing items.
  • Create an invoice discount for a vendor.
  • Use invoice discounts in purchase documents.
  • Set up item charges.
  • Process item charges in a purchase order and purchase invoice.
  • Assign item charges to multiple items.
  • Allocate item charges based on volume and weight.
  • Analyze the direct unit cost of an item.
  • Set up lead times for vendors and items.
  • Estimate purchase order receipts.
  • Create sales quotes and convert them to orders or invoices
  • Create blanket orders and convert them to orders
  • Understand how to fulfill sales orders for products not kept in stock
  • Create drop shipment orders
  • Ship items to customers
  • Deliver partial shipments
  • Invoice one shipment
  • Invoice multiple shipments
  • Review posted sales documents
  • Create a special price for one customer
  • Create a special price for customer groups
  • Update prices in sales orders
  • Create new sales prices for future periods
  • Create new sales prices for customer groups
  • Bulk edit the unit price on the item card
  • Create an item discount for one customer
  • Create an item discount for customer groups
  • Create discounts for item groups
  • Get an overview of available discounts when selling items
  • Create an invoice discount for a customer
  • Use invoice discounts in sales documents
  • Understand the key concepts of order promising in Business Central
  • Set up order promising in Business Central
  • Use the promising sales order delivery functions
  • Use the Capable-to-Promise functions to replenish unavailable items
  • Understand the return-related setup in the sales and purchase application areas
  • Make exact cost reversing mandatory
  • Create return reasons
  • Assign return locations
  • Understand how return orders can be used to enter return-related tasks
  • Enter replacement items in a sales return order
  • Charge restock fees to customers
  • Return defective items to vendors
  • Post sales return documents and review posted entries
  • Understand how return orders can be used to enter return-related tasks
  • Return defective items to vendors
  • Post purchase return documents and review posted entries
  • Create bank accounts in Business Central.
  • Create customer and vendor bank accounts.
  • Enter receivables information for customers.
  • Enter payables information for vendors.
  • Process a customer payment manually.
  • Enter a line in the payment journal manually.
  • Apply a payment to customer and vendor ledger entries.
  • Process a partial payment.
  • Unapply entries to customer and vendor ledger entries.
  • Process payment differences automatically.
  • Use the Suggest Vendor Payments function in Business Central.
  • Create payment suggestions for one or multiple vendors.
  • Suggest payments by using vendor priorities and available amounts.
  • Pay invoices on their due dates.
  • Print and post payables checks.
  • Void a check financially.
  • Void and reprint computer checks.
  • Populate bank reconciliation lines.
  • Import bank statements.
  • Match reconciliation lines.
  • Post the bank account reconciliation.
  • Set up bank accounts for payment reconciliation journals.
  • Understand the payment application rules.
  • Modify the payment application rules.
  • Import bank statements.
  • Review the match confidence of each payment reconciliation journal line.
  • Modify automatic applications.
  • Map text to a G/L account.
  • Post and reconcile the payment reconciliation journal.

Content

1. Start your free Dynamics 365 Business Central trial

Do you want to try, explore, and evaluate Business Central? Do you need a Business Central trial to facilitate your learning process? This module provides information on how to set up a free Business Central trial version. Additionally, this module explains how to create your Business Central account, how to use a demo database, how to start a trial with your own data, and how to subscribe your organization.

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2. Introducing Microsoft Dynamics 365 Business Central

Built and optimized for small and medium businesses, Microsoft Dynamics 365 Business Central is an application for companies that have outgrown their entry-level business applications or are replacing outdated legacy systems and need an end-to-end solution for financials, sales, service, and operations. This module introduces Business Central as a cloud end-to-end business solution.

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3. Customize Microsoft Dynamics 365 Business Central

Business Central is a modern business platform that you can extend and customize to fit your specific needs with little to no code development. This module will show you some of the available possibilities to tailor your solution for your customer's needs.

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4. Administer Business Central online

Learn how to administer your Business Central environment and tenants, from joining the Cloud Solution Provider program to configuring monitoring.

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5. Create new companies in Business Central

Learn how to create and set up new companies efficiently in Business Central.

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6. Migrate data to Business Central

After creating a new company, you can migrate your data to Business Central.

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7. Manage users and implement security in Business Central

Learn how to manage users and implement security in Business Central.

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8. Set up email in Dynamics 365 Business Central

Learn how to set up accounts, compose and send email messages, attach documents, assign scenarios, send sales documents, and check the outbox and sent emails in Business Central.

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9. Integrate Business Central with Outlook

Learn how to integrate Business Central with Outlook to send email to your users.

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10. Create workflows in Dynamics 365 Business Central

You can set up and use workflows to connect business-process tasks that are performed by different users. To use workflows in Business Central, you must set up and enable workflows, set up workflow users, and specify how users receive notifications.

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11. Use approval workflows in Dynamics 365 Business Central

This module uses the purchase order approval workflow as an example to show you how to use workflow templates that are included in Microsoft Dynamics 365 Business Central to create new approval workflows.

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12. User interface essentials in Dynamics 365 Business Central

Understanding the user interface is essential to the efficient use of Business Central. This module shows you the components and possibilities of the Business Central interface.

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13. Personalize the Microsoft Dynamics 365 Business Central user interface

The user interface for Business Central can be optimized for personal use. This module explains and demonstrates the personalization options that are available to users.

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14. Use alternative interfaces for Dynamics 365 Business Central

The modern user interface experience for Business Central isn't limited to the web client. Business Central comes with smartphone, tablet, and Outlook interfaces.

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15. Change how documents look in Business Central

Find out how to customize document layouts and reports in Business Central to follow your company's guidelines and preferences

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16. Configure Business Central for Excel and Power BI

Make Business Central data available for easy reporting with Excel and intelligent analysis with Power BI.

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17. Migrate on-premises data to Dynamics 365 Business Central

Are you looking to move to the cloud and easily migrate to Business Central online? This module covers how you can use the built-in migration tools to migrate data to Business Central online from specific product versions.

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18. Set up general ledger configuration options in Dynamics 365 Business Central

The General Ledger Setup page is where you specify a default setting for the general ledger and other application areas. General ledger setup must be completed for each company that is set up in Business Central.

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19. Set up number series and trail codes in Dynamics 365 Business Central

Do you need to set up number series for documents, journals, and other records? This module explains how to set up number series and how to number documents, journals, and master data. Additionally, it shows you how to create and use source codes and reason codes in Dynamics 365 Business Central.

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20. Set up posting groups in Dynamics 365 Business Central

Do you want to know what posting groups do and how they are used in Business Central? This module will explain what posting groups are and what they are used for in Dynamics 365 Business Central. Additionally, this module focuses on showing you how to set up posting groups to create links between accounts in the different application areas to the G/L accounts in the General Ledger application area.

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21. Set up dimensions in Dynamics 365 Business Central

If you are responsible for financial reporting, then follow along with this module to learn how to set up dimensions. Dimensions are used to group posted entries for reporting purposes. Dimensions can be used throughout Business Central on entries in journals, documents, and budgets. Additionally, dimensions offer more extensive analysis and reporting functionalities.

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22. Set up the chart of accounts in Dynamics 365 Business Central

Do you want to know how to set up the chart of accounts in Business Central? This module will focus on managing the chart of accounts. The Chart of Accounts list provides quick access to G/L accounts and balances, and the budgets feature provides a comparison between actual amounts and budgeted amounts by using a combination of G/L accounts, periods, and dimensions.

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23. Set up general journal templates in Dynamics 365 Business Central

With general journals, users can enter data in general ledger accounts and other accounts, such as customer, vendor, and bank accounts. This module will focus on how to set up general journal templates and batches.

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24. Create and process journal entries in Dynamics 365 Business Central

If you want to know how to use general journals, then this module can help. This module explains how to use general journals to post information into the general ledger and other accounts. You can also use the general journal to post cost allocations and other adjustments to the accounts, and then you can reverse and correct entries that are incorrect.

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25. Post periodic journal entries in Dynamics 365 Business Central

When you frequently need to enter the same journal postings, Dynamics 365 Business Central provides recurring journals so you can post journal lines on a recurring basis. Additionally, when you use recurring journals, you can post cost allocations by using allocation keys that are based on amounts or percentages.

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26. Work with Trade master data in Microsoft Dynamics 365 Business Central

Learn about the master data that is important when you work with Trade in Business Central. This module also provides an overview of items, customers, and vendors.

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27. Set up Trade in Microsoft Dynamics 365 Business Central

Do you plan on using Trade in Business Central? If so, this module explains how you can set up the Trade application area in Business Central and how to create locations.

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28. Create purchase documents in Dynamics 365 Business Central

Do you need to create purchase documents like blanket orders, orders, and invoices? This module will provide basic information that you should know to create these purchase documents in Business Central.

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29. Receive and invoice items in Dynamics 365 Business Central

Do you want to know how to receive and invoice purchase documents in Business Central? This module will focus on how to receive items from vendors and how to process purchase invoices.

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30. Set up purchase prices and discounts in Dynamics 365 Business Central

Do you need to set up item purchase prices and item discounts? If so, then follow along with this module, which will show you how. Additionally, this module provides an overview of the conditions that can be used for special prices. You will also learn how to set up and use purchase discounts.

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31. Post purchase item charges in Dynamics 365 Business Central

Do you want to know how to process additional direct item costs, such as freight, in Business Central? This module shows how to process item charges in Business Central and how these charges affect the direct unit cost of an item.

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32. Estimate purchase order receipt dates in Dynamics 365 Business Central

Do you want to estimate purchase order receipt dates? This module provides an overview of the date fields on purchase orders and explains the relationships between them.

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33. Create sales documents in Dynamics 365 Business Central

Do you need to create sales documents like quotes, orders and invoices? This module will provide basic information you should know to create these documents in Dynamics 365 Business Central.

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34. Ship and invoice items in Dynamics 365 Business Central

Do you want to know how to ship items and invoice sales documents in Business Central? This module will focus on how to ship items to customers, and how to invoice items and services to customers.

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35. Manage sales prices in Dynamics 365 Business Central

If you are responsible for managing item sales prices, complete this module about how to set up and maintain sales prices for items. It provides an overview of the conditions that can be uses for special prices and how to target individual customers or customer groups. It also explains how to use special prices in sales quotes and sales orders.

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36. Set up discounts for your customers in Dynamics 365 Business Central

Do you offer sales discounts? This module focuses on how to set up and use sales discounts in Business Central.

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37. Promising sales order delivery in Dynamics 365 Business Central

Do you want to calculate item delivery dates? This module will focus on sales order promising. It explains the date fields on sales orders and the relationships between them, with the primary objective to calculate item delivery dates.

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38. Set up returns management in Dynamics 365 Business Central

Do you need to handle sales and purchase returns? In this module, learn how to set up returns management in Dynamics 365 Business Central.

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39. Manage customer returns in Dynamics 365 Business Central

Do you need to learn how Business Central handles sales returns? Learn how to enter return agreements and process and post return documents. You will also learn about return orders, and how to enter replacement items on a sales return order.

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40. Manage returns to vendors in Dynamics 365 Business Central

Do you need to return items to a vendor? This module focuses on how to process returns to vendors.

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41. Set up cash management in Dynamics 365 Business Central

Cash management in Dynamics 365 Business Central is used to manage a company's bank accounts. Before you can start processing bank transactions, you should first set up cash management by creating bank accounts and journals.

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42. Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central

Do you want to know how to manually process customer payments in Business Central? If so, then this module is for you. This module will focus on how to enter payments manually in the cash receipt journal and payment journal, and it will also explain how to apply payments.

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43. Suggest vendor payments in Dynamics 365 Business Central

Do you need to prepare vendor payments? If so, follow along with this module to discover how to process open vendor ledger entries and create payment suggestions based on criteria such as due dates and vendor priorities. This module also describes the available options to pay vendors.

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44. Use checks to pay vendors in Dynamics 365 Business Central

Do you want to know how to pay vendors by using checks? This module focuses on how to enter payment lines for manual checks, how to print computer checks, and how to financially void a check.

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45. Perform a bank reconciliation in Dynamics 365 Business Central

Do you want to find out how to reconcile bank accounts in Dynamics 365 Business Central? If so, then this module is for you. The bank reconciliation feature is used to check the bank ledger entries and the balance on the accounts against the statement from the bank.

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46. Set up payment reconciliation journals in Dynamics 365 Business Central

Do you want to know how to set up payment reconciliation journals in Dynamics 365 Business Central? This module will focus on how to set up payment reconciliation journals. It also explains how to modify payment application rules to automatically apply payment lines.

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47. Use the payment reconciliation journal in Dynamics 365 Business Central

Do you want to discover how to use payment reconciliation journals in Business Central? If so, then follow this module, which shows how to use the payment reconciliation journal to import bank statements and automatically match payments. This module also explains how you can post and reconcile the payment lines.

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Audience

Candidates for this exam are functional consultants who implement core application setup processes for small and medium businesses. They implement and configure Microsoft Dynamics 365 Business Central including setting up core functionality and modules and migrating data to Business Central. Candidates configure the application in collaboration with the implementation team to provide the business with manageability and ease of use. They may configure role centers including adapting insights, cues, action tiles, reports, charts, and extend Business Central by using Power Platform components. Candidates have applied knowledge of meeting business needs by using Business Central, including basic understanding of financial management, sales, purchasing, and inventory. Candidates for this exam typically specialize in one or more feature sets of Business Central. They understand the role of Business Central in relationship to the Microsoft 365 and Dynamics 365 suites of applications.

Prerequisites

A Dynamics 365 Business Central core functional consultant must have applied knowledge of Business Central and have an understanding of industry terminology, priorities, standards, methodologies, and best practices. The consultant must have applied knowledge of meeting business needs by using Dynamics 365 Business Central, including basic understanding of financial management, sales, purchasing, and inventory. The consultant's knowledge should include a comprehensive understanding of the Business Central application's role in relationship to the Microsoft 365 and Dynamics 365 suites of applications.

Certification

product-certification
Microsoft Dynamics 365 Business Central Functional Consultant

Course Benefits

product-benefits
  • Career growth
  • Broad Career opportunities
  • Worldwide recognition from leaders
  • Up-to Date technical skills
  • Popular Certification Badges

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