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

Start your free Dynamics 365 Business Central trial

• Create a Business Central account
• 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 from Business Central
• Lab: Sign in to Business Central

Introducing Microsoft Dynamics 365 Business Central

• Understand why Business Central is a cloud end-to-end business solution
• Explore the core Business Central functionalities by browsing application areas
• Lab: Create a customer and a new office furniture item

Customize Microsoft Dynamics 365 Business Central

• Understand the high-level technical architecture of Business Central
• Know the available options to tailor Business Central to specific needs

Administer Business Central online

• Sign up for the Cloud Solution Provider program
• Use the administration center to manage environments
• Set up tenant notifications and inspect environment telemetry
• Manage support requests for customers
• Export a database
• Enable features ahead of time

Create new companies in Business Central

• Create new companies
• Set up a company
• Enter company information
• Lab: Create a company with demo data

Migrate data to Business Central

• Perform data migration using the Data migration assisted setup wizard
• Work with data templates
• Import data from Excel and other finance systems
• Lab: Create a new customer template

Manage users and implement security in Business Central

• Manage users and user groups
• Implement and configure security
• Setup profiles, and role centers
• Audit changes to data
• Lab: Add a new user

Set up email in Dynamics 365 Business Central

• Set up email accounts
• Learn how to compose and send an email
• Learn how to send documents by email
• Set up document sending profiles
• Assign email scenarios

Integrate Business Central with Outlook

• Integrate Business Central with Outlook
• Use the add-ins
• Creating invoices from meeting appointments
• Do a quick document lookup
• Lab: Set up and send email

Create workflows in Dynamics 365 Business Central

• Create workflows manually
• Create workflows from templates
• Set up users
• Set up notifications
• Set up approvals by using Assisted Setup

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

User interface essentials in Dynamics 365 Business Central

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

Personalize the Microsoft Dynamics 365 Business Central user interface

• Change the theme of your organization
• Change user role centers
• Personalize list and card page
• Lab: Personalize the customer list and clear personalization

Use alternative interfaces for Dynamics 365 Business Central

• Install and use Business Central on a smartphone or tablet
• Configure and use Microsoft Outlook as an interface for Business Central
• Lab: Use Outlook as your Business Central inbox

Change how documents look in Business Central

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

Configure Business Central for Excel and Power BI

• Create Business Central web services that can be used as data sources in Power BI
• View data in Power BI reports in Business Central
• Enable business data for Power BI
• Export business data to Excel
• Lab: Create a Business Central web service to use as a Power BI data source

Migrate on-premises data to Dynamics 365 Business Central

• Understand the steps to migrate to Business Central online
• Meet requirements and weigh considerations of migration

Set up general ledger configuration options in Dynamics 365 Business Central

• Set up general features such as date range and currency settings
• Create global and shortcut dimensions
• Set up background posting and reporting
• Establish rounding and tolerance in the application

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

• Learn about the purpose of number series
• Set up number series
• Create number series relations
• Set up source codes and reason codes
• Lab: Create a number series

Set up posting groups in Dynamics 365 Business Central

• Learn about the purpose of posting groups in Business Central
• Set up posting groups to link receivables, payables, bank accounts, and inventory accounts
• Map sales and purchase G/L accounts in the general posting setup
• Lab: Set up and assign a customer posting group

Set up dimensions in Dynamics 365 Business Central.

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

Set up the chart of accounts in Dynamics 365 Business Central

• Use the chart of accounts
• Create new G/L accounts
• Assign account categories
• Set up and assign account sub categories

Set up general journal templates in Dynamics 365 Business Central

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

Create and process journal entries in Dynamics 365 Business Central

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

Post periodic journal entries in Dynamics 365 Business Central

• Understand how to use recurring journals
• Use recurring journals with fixed and variable amounts
• Record accruals by using recurring journals
• Lab: Create and post a recurring journal

Work with Trade master data in Microsoft Dynamics 365 Business Central.

• Create an item in Business Central
• Create a customer in Business Central
• Create a vendor in Business Central
• Use templates to create key records
• Lab: Create a new item and a new location and link them to a vendor

Set up Trade in Microsoft Dynamics 365 Business Central

• Set up sales and receivables
• Set up purchases and payables
• Assign number series for sales and purchase documents
• Create locations
• Make locations mandatory by using inventory setup

Create purchase documents in Dynamics 365 Business Central.

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

Receive and invoice items in Dynamics 365 Business Central

• Receive items from vendors
• Post partial receipts
• Post a purchase invoice for one receipt
• Post a purchase invoice for multiple receipts
• Review posted purchase documents

Set up purchase prices and discounts in Dynamics 365 Business Central

• Create a special price for one vendor
• Know the available sales prices when you are purchasing items
• Create an item discount for one vendor
• Know the available discounts when you are purchasing items
• Create an invoice discount for a vendor
• Use invoice discounts in purchase documents

Post-purchase item charges in Dynamics 365 Business Central

• Set up item charges
• Process item charges in a purchase order and purchase invoice
• Assign item charges to multiple items
• Allocate item charges based on volume and weight
• Analyze the direct unit cost of an item

Estimate purchase order receipt dates in Dynamics 365 Business Central

• Set up lead times for vendors and items
• Estimate purchase order receipts

Create sales documents in Dynamics 365 Business Central.

• Create sales quotes and convert them to orders or invoices
• Create blanket orders and convert them to orders
• Understand how to fulfill sales orders for products not kept in stock
• Create drop shipment orders
• Lab: Create a sales quote and convert it to an invoice, create a drop shipment and sell catalog items

Ship and invoice items in Dynamics 365 Business Central

• Ship items to customers
• Deliver partial shipments
• Invoice one shipment
• Invoice multiple shipments
• Review posted sales documents

Manage sales prices in Dynamics 365 Business Central.

• Create a special price for one customer
• Create a special price for customer groups
• Update prices in sales orders
• Create new sales prices for future periods
• Create new sales prices for customer groups
• Bulk edit the unit price on the item card
• Lab: Create a special price for a customer

Set up discounts for your customers in Dynamics 365 Business Central

• Create an item discount for one customer
• Create an item discount for customer groups
• Create discounts for item groups
• Get an overview of available discounts when selling items
• Create an invoice discount for a customer
• Use invoice discounts in sales documents
• Lab: Set up invoice discounts

Promising sales order delivery in Dynamics 365 Business Central

• Understand the key concepts of order promising in Business Central
• Set up order promises in Business Central
• Use the promising sales order delivery functions
• Use the Capable-to-Promise functions to replenish unavailable items

Set up returns management in Dynamics 365 Business Central

• Understand the return-related setup in the sales and purchase application areas
• Make exact cost reversing mandatory
• Create return reasons
• Assign return locations

Manage customer returns in Dynamics 365 Business Central.

• Understand how return orders can be used to enter return-related tasks
• Enter replacement items in a sales return order
• Charge restock fees to customers
• Return defective items to vendors
• Post sales return documents and review posted entries
• Lab: Return items in Dynamics 365 Business Central

Manage returns to vendors in Dynamics 365 Business Central

• Understand how return orders can be used to enter return-related tasks
• Return defective items to vendors
• Post-purchase return documents and review posted entries

Set up cash management in Dynamics 365 Business Central

• Create bank accounts in Business Central
• Create customer and vendor bank accounts
• Enter receivables information for customers
• Enter payables information for vendors

Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central.

• Process a customer payment manually
• Enter a line in the payment journal manually
• Apply a payment to customer and vendor ledger entries
• Process a partial payment
• Unapply entries to customer and vendor ledger entries
• Process payment differences automatically
• Lab: Register a customer payment

Suggest vendor payments in Dynamics 365 Business Central.

• Use the Suggest Vendor Payments function in Business Central.
• Create payment suggestions for one or multiple vendors
• Suggest payments by using vendor priorities and available amounts
• Pay invoices on their due dates
• Lab: Suggest vendor payments for a single vendor

Use checks to pay vendors in Dynamics 365 Business Central

• Print and post payables checks
• Void a check financially
• Void and reprint computer checks

Perform a bank reconciliation in Dynamics 365 Business Central

• Populate bank reconciliation lines
• Import bank statements
• Match reconciliation lines
• Post the bank account reconciliation

Set up payment reconciliation journals in Dynamics 365 Business Central

• Set up bank accounts for payment reconciliation journals
• Understand the payment application rules
• Modify the payment application rules

Use the payment reconciliation journal in Dynamics 365 Business Central

• Import bank statements
• Review the match confidence of each payment reconciliation journal line
• Modify automatic applications
• Map text to a G/L account
• Post and reconcile the payment reconciliation journal