Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate (MB800)
This five-day Microsoft certified course is 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.
This training is a comprehensive preparation for the MB-800: Microsoft Dynamics 365 Business Central Functional Consultant exam for obtaining the Dynamics 365 Business Central Functional Consultant Associate certification.
Public class
Duration:
5 days / 35 hours
Private class
Virtual classroom
Minimum no. of participants: 5
5 days / 35 hours
Price on request
English or French
Training plan:
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
Exclusives:
- One FREE attendance to the Microsoft Certified: Power Platform Fundamentals (PL900) training - $695 value!
- One voucher to take the exam - $225 value!
- One year access to the class recording
- 180 days access to the lab environment after class
- Up to date courseware with Microsoft Learn
- Microsoft course achievement badge
Prerequisites:
This course is designed for functional consultants working with Dynamics 365 Business Central, or functional consultants who work with other Dynamics 365 apps who want to expand their knowledge of Business Central.
Certification information:
- Exam code: MB-800
- Cost: $0 (included in your training)
- Skills measured
- Set up Business Central
- Configure financials
- Configure sales and purchasing
- Perform Business Central operations
Follow-on trainings:
Audiences:
Contact us for more information on pricing::
Eccentrix
Office: 1-888-718-9732
E-mail: info@eccentrix.ca
130, King Street West, Suite 1800
Toronto, Ontario M5X 1E3
www.eccentrix.ca