Course Information
Course Name
MB-800T00: Microsoft Dynamics 365 Business Central Functional Consultant Business Central
Exam code
MB-800
Duration
5 Days
Certification
Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate
Overview
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.
Audience Profile
Candidates for this course 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.
At Course Completion
Course Outline
Module 1: Deploy and configure Microsoft Dynamics 365 Business Central
Learn how to administer your Business Central environment and tenants, from joining the Cloud Solution Provider program to configuring monitoring.
Lessons
Administer Dynamics 365 Business Central online
Create new companies in Business Central
Migrate data to Business Central
Migrate on-premises data to Dynamics 365 Business Central
Manage users and implement security in Dynamics 365 Business Central
Set up email in Dynamics 365 Business Central
Integrate Dynamics 365 Business Central with Outlook
Integrate Dynamics 365 Business Central with Teams
Create workflows in Dynamics 365 Business Central
Manage sandbox and production environments
Use approval workflows in Dynamics 365 Business Central
Module 2: Use journals in Microsoft Dynamics 365 Business Central
Lessons
Set up general journal templates in Dynamics 365 Business Central
Create and process journal entries in Dynamics 365 Business Central
Post periodic journal entries in Dynamics 365 Business Central
Use general ledger allocations in Business Central
Module 3: Build reports for Microsoft Dynamics 365 Business Central
Lessons
Introduction to report components in Dynamics 365 Business Central
Use the report design process in Dynamics 365 Business Central
Design the data model of a report in Dynamics 365 Business Central
Add a layout to a report in Dynamics 365 Business Central
Complete the report request page in Dynamics 365 Business Central
Add reports to Tell Me and substitute a report in Dynamics 365 Business Central
Use report triggers, functions, and processing-only reports in Dynamics 365 Business Central
Implement multilingual reports in Dynamics 365 Business Central
Work with reports in Dynamics 365 Business Central
Analyze list data using data analysis mode in Business Central
Extend reports in Dynamics 365 Business Central
Module 4: Develop using Power Apps and Power Automate for Dynamics 365 Business Central
Lessons
Introduction to Microsoft Power Platform and Business Central
Create a canvas app based on Business Central data
Use Power Automate with Business Central
Use model-driven apps and Dataverse with Business Central
Create a custom connector to extend Microsoft Power Platform functionalities with Business Central
Module 5: Configure sales and purchasing in Microsoft Dynamics 365 Business Central
Lessons
Introduction to integrating Dataverse with Dynamics 365 Business Central
Get started with the Shopify connector in Dynamics 365 Business Central
Set up cash management in Dynamics 365 Business Central
Set up the chart of accounts in Dynamics 365 Business Central
Work with pages in Dynamics 365 Business Central
Create purchase documents in Dynamics 365 Business Central
Processing vendor invoices in Dynamics 365 Business Central
Create sales documents in Dynamics 365 Business Central
Invoicing customers in Dynamics 365 Business Central
Perform a bank reconciliation in Dynamics 365 Business Central
Module 6: Reconcile bank accounts in Microsoft Dynamics 365 Business Central
Lessons
Perform a bank reconciliation in Dynamics 365 Business Central
Set up payment reconciliation journals in Dynamics 365 Business Central
Use the payment reconciliation journal in Dynamics 365 Business Central
Module 7: Set up financial management in Microsoft Dynamics 365 Business Central
Lessons
Set up general ledger configuration options in Dynamics 365 Business Central
Set up number series and trail codes in Dynamics 365 Business Central
Set up posting groups in Dynamics 365 Business Central
Set up dimensions in Dynamics 365 Business Central
Set up the chart of accounts in Dynamics 365 Business Central
Module 8: Get started with Trade in Microsoft Dynamics 365 Business Central\
Lessons
Work with Trade master data in Microsoft Dynamics 365 Business Central
Set up Trade in Microsoft Dynamics 365 Business Central
Module 9: Process customer and vendor payments in Microsoft Dynamics 365 Business Central
Lessons
Set up cash management in Dynamics 365 Business Central
Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central
Suggest vendor payments in Dynamics 365 Business Central
Use checks to pay vendors in Dynamics 365 Business Central
Module 10: Get started with inventory management in Microsoft Dynamics 365 Business Central
Lessons
Create items in Dynamics 365 Business Central
Adjust inventory in Dynamics 365 Business Central
Module 10: Set up warehouse management in Microsoft Dynamics 365 Business Central
Lessons
Get started with warehouse management in Dynamics 365 Business Central
Set up zones and bins in Dynamics 365 Business Central
Create new bins in Dynamics 365 Business Central
Set up put-away templates in Dynamics 365 Business Central
Configure bins on the location card in Dynamics 365 Business Central
Prepare warehouse management for item tracking in Dynamics 365 Business Central
Module 11: Sell items and services in Microsoft Dynamics 365 Business Central
Lessons
Create sales documents in Dynamics 365 Business Central
Ship and invoice items in Dynamics 365 Business Central
Manage sales price lists in Dynamics 365 Business Central
Manage sales prices in Dynamics 365 Business Central
Set up discounts for your customers in Dynamics 365 Business Central
Promising sales order delivery in Dynamics 365 Business Central
Module 12: Work with the Microsoft Dynamics 365 Business Central user interface
Lessons
User interface essentials in Dynamics 365 Business Central
Personalize the Microsoft Dynamics 365 Business Central user interface
Use alternative interfaces for Dynamics 365 Business Central
Module 13: Set up Microsoft Dynamics 365 Business Central for reporting
Lessons
Change how documents look in Business Central
Configure Business Central for Excel and Power BI
Module 14: Work like a pro with data in Business Central
Lessons
Explore and modify information in Business Central
Search, filter, sort, and select data in Business Central
Master, supplemental and personal data in Business Central
Module 15: Purchase items and services in Microsoft Dynamics 365 Business Central
Lessons
Create purchase documents in Dynamics 365 Business Central
Receive and invoice items in Dynamics 365 Business Central
Set up purchase prices and discounts in Dynamics 365 Business Central
Post purchase item charges in Dynamics 365 Business Central
Estimate purchase order receipt dates in Dynamics 365 Business Central
Module 16: Return items in Microsoft Dynamics 365 Business Central
Lessons
Set up returns management in Dynamics 365 Business Central
Manage customer returns in Dynamics 365 Business Central
Manage returns to vendors in Dynamics 365 Business Central
Module 17: Assemble items in Microsoft Dynamics 365 Business Central
Lessons
Set up assembly management in Dynamics 365 Business Central
Set up assembly items in Dynamics 365 Business Central
Assemble to order in Dynamics 365 Business Central
Assemble to stock in Dynamics 365 Business Central
Assemble for a project in Dynamics 365 Business Central
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