Vendors

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.

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What You'll Learn

  • Deploy and configure core functionality of Dynamics 365 Business Central, including setting up companies and migrating data.
  • Configure financials, such as chart of accounts, posting groups, and cash management.
  • Configure sales, purchasing, inventory and operations modules for SME business processes.
  • Integrate Business Central with other Microsoft 365 services (e.g., Outlook, Teams) and extend functionality using Power Platform.
  • Manage security, users, permissions, and role centres within Business Central.

Who Should Attend

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.

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Prerequisites

  • Attendees should be functional consultants familiar with core business processes in small and medium businesses—especially in areas like financial management, sales, purchasing, and inventory.

Learning Journey

Coming Soon...

1. Deploy and configure Microsoft Dynamics 365 Business Central

Are you new to Business Central? If you are, this path will help you get started. It discusses how to create new companies, implement security, migrate data from other systems, and integrate Outlook with Business Central.

2. Use journals in Microsoft Dynamics 365 Business Central

Do you need to create and post journal entries in Business Central? Then this path is for you. Setting up general journal templates, creating journal transactions including recurring transactions, and posting transactions are all discussed in the modules of this learning path.

3. Build reports for Microsoft Dynamics 365 Business Central

Do you want to develop or modify reports for Business Central? This path helps you understand how to build and modify reports.

4. Develop using Power Apps and Power Automate for Dynamics 365 Business Central

Do you want to use Power Apps and Power Automate with Business Central? This learning path discusses how you can use Microsoft Power Platform products with Business Central.

5. Configure sales and purchasing in Microsoft Dynamics 365 Business Central

This Learning Path details how to set up finance management, configure the chart of accounts, set up posting groups and dimensions, manage general journals, set up currencies, and handle cash management, accounts payables, and accounts receivables.

6. Reconcile bank accounts in Microsoft Dynamics 365 Business Central

Do you want to find out how to reconcile bank accounts in Business Central? The bank reconciliation feature and reconciliation journals are discussed in this learning path.

7. Set up financial management in Microsoft Dynamics 365 Business Central

Do you want to use Business Central for financial management? Then, this learning path is for you. It discusses the setup of number series, audit trail codes, posting groups, dimensions and the chart of accounts.

8. Get started with Trade in Microsoft Dynamics 365 Business Central

Are you using Trade in Business Central? This learning path discusses the setup requirements and how to start using Trade in Business Central.

9. Process customer and vendor payments in Microsoft Dynamics 365 Business Central

Do you receive payments from customers and pay vendors? This module will help you track both in cash management and process those transactions as necessary in Business Central.

10. Get started with inventory management in Microsoft Dynamics 365 Business Central

Do you buy and sell inventory items? If you do, this module will discuss how to create items and enter quantities.

11. Set up warehouse management in Microsoft Dynamics 365 Business Central

Are you using or planning to use the warehouse management systems in Business Central? If you are, this learning path will help you understand the basic processes of warehouse management in Business Central.

12. Sell items and services in Microsoft Dynamics 365 Business Central

If you sell items or services to customers, this learning path can help you learn how to use Business Central to manage the sales process.

13. Work with the Microsoft Dynamics 365 Business Central user interface

Do you want to learn about the Business Central user interface? This learning path shows you the user interface, and also how you can personalize it. It also discusses alternate interfaces such as a smartphone.

14. Set up Microsoft Dynamics 365 Business Central for reporting

Do you want to use Business Central with other applications or make data available in the cloud? Then, complete this learning path. It also includes a module about changing how documents look in Business Central.

15. Work like a pro with data in Business Central

Are you just getting started with Business Central? This learning path will help prepare you for the types of data in Business Central and how to find information you need in the application.

16. Purchase items and services in Microsoft Dynamics 365 Business Central

Do you need to create purchase documents like purchase orders and purchase invoices? This learning path shows you how to create purchase documents and address things such as discounts and item charges.

17. Return items in Microsoft Dynamics 365 Business Central

Do you need to return items to vendors and accept returns from customers? This path will help you learn how to process returns.

18. Assemble items in Microsoft Dynamics 365 Business Central

Do you sell assembled items? This learning path provides the information you need to assembly management and items. It also provides steps to produce assembled items to stock or order.

Skills Measured

  • Set up Business Central (20-25%)
  • Configure financials (30-35%)
  • Configure sales and purchasing (15-20%)
  • Perform Business Central operations (25-30%)
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