Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate (MB800)

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

Module 1: Start your free Dynamics 365 Business Central trial

• 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

Module 2: Introducing Microsoft Dynamics 365 Business Central

• Identify available subscription types for Business Central
• Explore the relationship management functionality
• Use Dynamics 365 Sales with Business Central
• Discover supply chain management capabilities
• Process and administer the purchase cycle
• Process and administer the sales cycle
• Send documents to customers
• Explore how to administer jobs
• Discover the service management capabilities
• Business Central manufacturing capabilities
• Business Central Human Resources capabilities
• In Microsoft 365 experience for Business Central

Module 3: Customize Microsoft Dynamics 365 Business Central

• Tailor, extend, and build applications

Module 4: Administer Business Central online

• Extend a trial for a customer
• Access the administration center
• Manage sandbox and production environments
• Set up tenant notifications
• Inspect environment telemetry and troubleshoot issues
• Export databases
• Enable features
• Monitoring and analyzing telemetry
• Analyze performance using the In-client performance profiler

Module 5: Create new companies in Business Central

• Create new companies without data
• Create new companies with setup and demo data
• Create new companies with demo data for manufacturing scenarios
• Create a new company by copying data from an existing company
• Set up company information

Module 6: Migrate data to Business Central

• Use the data migration assisted setup
• Work with data templates
• Import data from Excel
• Create journal opening balances
• Import business data from other finance systems
• Set up a company with RapidStart services

Module 7: Manage users and implement security in Business Central

• Create user groups
• Implement permissions and permission sets
• Configure user access times and logging
• Understand users, profiles, and role centers
• Perform user-specific setup
• Auditing changes

Module 8: Set up email in Dynamics 365 Business Central

• Set up email accounts
• Compose and send an email
• Send documents by email
• Document sending profiles
• Assign email scenarios
• Send a sales document by email
• Check your sent emails
• Check your email outbox

Module 9: Integrate Business Central with Outlook

• Set up email logging
• Set up Outlook integration
• Use the Contact insights Outlook add-in
• Creating invoices from your meeting appointments
• Do a quick document lookup

Module 10: Create workflows in Dynamics 365 Business Central

• Create a workflow manually
• Create a workflow from workflow templates
• Create a Power Automate flow
• Set up users
• Set up notifications
• Set up approval workflows by using Assisted Setup

Module 11: Use approval workflows in Dynamics 365 Business Central

• 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

Module 12: User interface essentials in Dynamics 365 Business Central

• App launcher
• Business Central main pages
• Search for page or the Tell Me icon
• My settings
• Get help
• Tour Business Central
• Different types of pages in the user interface
• Use the Role Explorer
• More user interface features

Module 13: Personalize the Microsoft Dynamics 365 Business Central user interface

• Personalize the Role Center
• Personalize list and card pages
• Personalize document pages and add fields

Module 14: Use alternative interfaces for Dynamics 365 Business Central

• Explore the user interface on your smartphone and tablet
• Use the Outlook interface for Business Central
• Use Microsoft Teams to share business data

Module 15: Change how documents look in Business Central

• Create and modify a custom report or document layout
• Update report or document layouts
• Change which layout is currently used on a report
• Implement report selections
• Manage saved settings for reports
• Set up printers

Module 16: Configure Business Central for Excel and Power BI

• Create web services to link Power BI and Business Central
• Add Business Central as a data source in Power BI
• Create list data Power BI reports to display in Business Central
• Configure Business Central apps in Power BI
• Working with business data in Excel

Module 17: Migrate on-premises data to Dynamics 365 Business Central

• End-to-end process of migrating data
• Run the Cloud Migration tool
• Address common questions and issues with migrations

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

• Set up the General FastTab
• Set up the Dimensions FastTab
• Set up the Background Posting FastTab
• Set up the Reporting FastTab
• Set up the Application FastTab
• Enable data check

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

• Assign number series and number series relationships
• Set up trail codes

Module 20: Set up posting groups in Dynamics 365 Business Central

• Set up and assign inventory posting groups
• General posting groups
• Configure the general posting setup

Module 21: Set up dimensions in Dynamics 365 Business Central

• Manually enter dimensions in a sales order
• Set up global and shortcut dimensions
• Set up default dimensions
• Set up default dimensions for account types
• Set up default dimension priorities
• Set up dimension combinations

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

• Use the chart of accounts
• Set up account categories and subcategories
• Maintain the chart of accounts

Module 23: Set up general journal templates in Dynamics 365 Business Central

• Set up general journal batches

Module 24: Create and process journal entries in Dynamics 365 Business Central

• Process journal entries
• Use standard journals
• Correct journal entries
• Set up checking documents and journals while you work

Module 25: Post periodic journal entries in Dynamics 365 Business Central

• Allocate amounts
• Edit recurring journals in Excel

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

• Set up units of measure
• Assign characteristics to an item
• Set up item categories
• Manage customers
• Merge customer accounts
• Manage vendors
• Merge vendor accounts
• Manage resources
• Configure salespeople and purchasers
• Use templates to create master data

Module 27: Set up Trade in Microsoft Dynamics 365 Business Central

• Purchases and payables setup
• Set up locations
• Inventory setup

Module 28: Create purchase documents in Dynamics 365 Business Central

• Create a blanket order
• Manage purchase orders
• Describe responsibility centers

Module 29: Receive and invoice items in Dynamics 365 Business Central

• Reverse a receipt
• Process vendor invoices
• Review posted purchase documents
• Reverse or correct a posted purchase invoice

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

• Use special prices in purchase orders
• Set up line discounts
• Set up invoice discounts

Module 31: Post purchase item charges in Dynamics 365 Business Central

• Process item charges in a purchase order
• Process item charges in a purchase invoice
• Analyze the direct unit cost of an item

Module 32: Estimate purchase order receipt dates in Dynamics 365 Business Central
Estimate purchase order receipts

Module 33: Create sales documents in Dynamics 365 Business Central

• Create a blanket order
• Manage sales orders
• Configure recurring sales lines
• Offer similar products to your customers
• Map multiple references to an item
• Sell catalog items
• Create purchasing codes
• Process drop shipments
• Process special orders

Module 34: Ship and invoice items in Dynamics 365 Business Central

• Reverse a shipment
• Invoice customers
• Review posted sales documents
• Reverse or correct a posted sales invoice
• Process prepayment invoices for sales and purchases

Module 35: Manage sales prices in Dynamics 365 Business Central

• Set up sales prices for customer groups
• Use special prices in sales orders
• Create new sales prices
• Bulk edit the unit price on the item card

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

• Use line discounts when selling items to customers
• Set up invoice discounts
• Use invoice discounts when selling items to customers

Module 37: Promising sales order delivery in Dynamics 365 Business Central

• Set up order promising
• Promising sales order delivery

Module 38: Set up returns management in Dynamics 365 Business Central

• Set up purchase return order management
• Return reasons

Module 39: Manage customer returns in Dynamics 365 Business Central

• Return defective items to vendors

Module 40: Manage returns to vendors in Dynamics 365 Business Central

• Apply exact cost reversing

Module 41: Set up cash management in Dynamics 365 Business Central

• Describe data exchange definitions
• Configure payment methods
• Set up customers and vendors in cash management
• Relationship between customer and customer ledger entries
• Relationship between vendor and vendor ledger entries
• Set up customer bank accounts
• Set up vendor bank accounts
• Set up payment registration
• Enable customer payments through payment services

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

• Apply payments
• Unapply customer and vendor ledger entries
• Process payment registrations
• Set up payment tolerances
• Set up G/L accounts for payment tolerances
• Process payment tolerances when posting payments

Module 43: Suggest vendor payments in Dynamics 365 Business Central

• Suggest payments by using vendor priority and available amounts
• Pay invoices on their due date

Module 44: Use checks to pay vendors in Dynamics 365 Business Central

• Print and post payables checks
• Void a check

Module 45: Perform a bank reconciliation in Dynamics 365 Business Central

• Post the bank account reconciliation
• Import a bank statement
• Undo a bank account reconciliation

Module 46: Set up payment reconciliation journals in Dynamics 365 Business Central

• Set up number series
• Set up automatic payment application and payment application rules
• Set up bank statement file import

Module 47: Use the payment reconciliation journal in Dynamics 365 Business Central

• Reconcile payments by using automatic applications
• Map text on recurring payments
• Post and reconcile the payment reconciliation