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

a.    Create a Business Central account
b.    Sign in to Business Central
c.    Use a demo database
d.    Start a trial with your own data
e.    Extend your trial and subscribe or unsubscribe your organization from Business Central
f.    Lab: Sign in to Business Central

• Understand why Business Central is a cloud end-to-end business solution

 a.    Explore the core Business Central functionalities by browsing application areas
 b.    Lab: Create a customer and a new office furniture item

• Understand the high-level technical architecture of Business Central

a.    Know the available options to tailor Business Central to specific needs

• Sign up for the Cloud Solution Provider program

a.    Use the administration center to manage environments
b.    Set up tenant notifications and inspect environment telemetry
c.    Manage support requests for customers
d.    Export a database
e.    Enable features ahead of time

• Create new companies

a.    Set up a company
b.    Enter company information
c.    Lab: Create a company with demo data

• Perform data migration using the Data migration assisted setup wizard

a.    Work with data templates
b.    Import data from Excel and other finance systems
c.    Lab: Create a new customer template

• Manage users and user groups

a.    Implement and configure security
b.    Setup profiles, and role centers
c.    Audit changes to data
d.    Lab: Add a new user

• Set up email accounts

a.    Learn how to compose and send an email
b.    Learn how to send documents by email
c.    Set up document sending profiles
d.    Assign email scenarios

• Integrate Business Central with Outlook

a.    Use the add-ins
b.    Creating invoices from meeting appointments
c.    Do a quick document lookup
d.    Lab: Set up and send email
 

• Create workflows manually

a.    Create workflows from templates
b.    Set up users
c.    Set up notifications
d.    Set up approvals by using Assisted Setup

• Request approval of a record

a.    Cancel a request for approval
b.    Approve or reject a request for approval
c.    Delegate a request for approval
d.    Manage overdue approval requests

• Understand, activate, and work with role-center pages

a.    Understand and work with list, card, and document pages
b.    Use the app menu and app bar
c.    Find help on topics within the application
d.    Lab: Assign another role center, use the search for page icon, and find and use keyboard shortcuts

• Change the theme of your organization

a.    Change user role centers
b.    Personalize list and card page
c.    Lab: Personalize the customer list and clear personalization

• Install and use Business Central on a smartphone or tablet

a.    Configure and use Microsoft Outlook as an interface for Business Central
b.    Lab: Use Outlook as your Business Central inbox

• Manage report and document layouts

a.    Create and modify report or document layouts
b.    Implement report selections and manage saved settings for reports
c.    Lab: Change the layout currently used on a report

• Create Business Central web services that can be used as data sources in Power BI

a.    View data in Power BI reports in Business Central
b.    Enable business data for Power BI
c.    Export business data to Excel
d.    Lab: Create a Business Central web service to use as a Power BI data source

• Understand the steps to migrate to Business Central online

a.    Meet requirements and weigh considerations of migration

• Set up general features such as date range and currency settings

a.    Create global and shortcut dimensions
b.    Set up background posting and reporting
c.    Establish rounding and tolerance in the application

• Learn about the purpose of number series

a.    Set up number series
b.    Create number series relations
c.    Set up source codes and reason codes
d.    Lab: Create a number series

• Learn about the purpose of posting groups in Business Central

a.    Set up posting groups to link receivables, payables, bank accounts, and inventory accounts
b.    Map sales and purchase G/L accounts in the general posting setup
c.    Lab: Set up and assign a customer posting group

• Set up dimensions and dimension values

a.    Enter dimensions manually in sales and purchase documents
b.    Set up global and shortcut dimensions
c.    Assign default dimensions to accounts
d.    Prioritize default dimensions of certain account types
e.    Block dimension combinations
f.    Lab: Set up a dimension with dimension values

• Use the chart of accounts

a.    Create new G/L accounts
b.    Assign account categories
c.    Set up and assign account sub categories

• Explain the purpose and organization of journal templates and journal batches

a.    Create general journal templates and general journal batches

• Create and post general journal entries

a.    Use standard journals to save and retrieve general journal lines
b.    Preview the posting of general journal lines
c.    Reverse journal entries
d.    Lab: Create and post a journal entry

• Understand how to use recurring journals

a.    Use recurring journals with fixed and variable amounts
b.    Record accruals by using recurring journals
c.    Lab: Create and post a recurring journal

• Create an item in Business Central

a.    Create a customer in Business Central
b.    Create a vendor in Business Central
c.    Use templates to create key records
d.    Lab: Create a new item and a new location and link them to a vendor

• Set up sales and receivables

a.    Set up purchases and payables
b.    Assign number series for sales and purchase documents
c.    Create locations
d.    Make locations mandatory by using inventory setup

• Create purchase quotes and convert them to orders

a.    Create blanket orders and convert them to orders
b.    Lab: Create and process a purchase order and review the posted documents

• Receive items from vendors

a.    Post partial receipts
b.    Post a purchase invoice for one receipt
c.    Post a purchase invoice for multiple receipts
d.    Review posted purchase documents

• Create a special price for one vendor

a.    Know the available sales prices when you are purchasing items
b.    Create an item discount for one vendor
c.    Know the available discounts when you are purchasing items
d.    Create an invoice discount for a vendor
e.    Use invoice discounts in purchase documents

• Set up item charges

a.    Process item charges in a purchase order and purchase invoice
b.    Assign item charges to multiple items
c.    Allocate item charges based on volume and weight
d.    Analyze the direct unit cost of an item

• Set up lead times for vendors and items

a.    Estimate purchase order receipts

• Create sales quotes and convert them to orders or invoices

a.    Create blanket orders and convert them to orders
b.    Understand how to fulfill sales orders for products not kept in stock
c.    Create drop shipment orders
d.    Lab: Create a sales quote and convert it to an invoice, create a drop shipment and sell catalog items

• Ship items to customers

a.    Deliver partial shipments
b.    Invoice one shipment
c.    Invoice multiple shipments
d.    Review posted sales documents

• Create a special price for one customer

a.    Create a special price for customer groups
b.    Update prices in sales orders
c.    Create new sales prices for future periods
d.    Create new sales prices for customer groups
e.    Bulk edit the unit price on the item card
f.    Lab: Create a special price for a customer

• Create an item discount for one customer

a.    Create an item discount for customer groups
b.    Create discounts for item groups
c.    Get an overview of available discounts when selling items
d.    Create an invoice discount for a customer
e.    Use invoice discounts in sales documents
f.    Lab: Set up invoice discounts

• Understand the key concepts of order promising in Business Central

a.    Set up order promises in Business Central
b.    Use the promising sales order delivery functions
c.    Use the Capable-to-Promise functions to replenish unavailable items

• Understand the return-related setup in the sales and purchase application areas

a.    Make exact cost reversing mandatory
b.    Create return reasons
c.    Assign return locations

• Understand how return orders can be used to enter return-related tasks

a.    Enter replacement items in a sales return order
b.    Charge restock fees to customers
c.    Return defective items to vendors
d.    Post sales return documents and review posted entries
e.    Lab: Return items in Dynamics 365 Business Central

• Understand how return orders can be used to enter return-related tasks

a.    Return defective items to vendors
b.    Post-purchase return documents and review posted entries

• Create bank accounts in Business Central

a.    Create customer and vendor bank accounts
b.    Enter receivables information for customers
c.    Enter payables information for vendors

• Process a customer payment manually

a.    Enter a line in the payment journal manually
b.    Apply a payment to customer and vendor ledger entries
c.    Process a partial payment
d.    Unapply entries to customer and vendor ledger entries
e.    Process payment differences automatically
f.    Lab: Register a customer payment

• Use the Suggest Vendor Payments function in Business Central.

a.    Create payment suggestions for one or multiple vendors
b.    Suggest payments by using vendor priorities and available amounts
c.    Pay invoices on their due dates
d.    Lab: Suggest vendor payments for a single vendor

• Print and post payables checks

a.    Void a check financially
b.    Void and reprint computer checks

• Populate bank reconciliation lines

a.    Import bank statements
b.    Match reconciliation lines
c.    Post the bank account reconciliation

• Set up bank accounts for payment reconciliation journals

a.    Understand the payment application rules
b.    Modify the payment application rules

• Import bank statements

a.    Review the match confidence of each payment reconciliation journal line
b.    Modify automatic applications
c.    Map text to a G/L account
d.    Post and reconcile the payment reconciliation journal