Microsoft Dynamics 365 Business Central Functional Consultant [MB-800]

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Duration: 4 Days

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Description

Candidates run the user interface in collaboration with the implementation team to provide the business with manageability and ease of navigation. They configure role centers, including adapting insights, cues, action tiles, reports, charts, and extending Business Central by using Microsoft Power Platform components.

Candidates have applied knowledge of meeting user needs through the Business Central app, 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 Dynamics 365 suite of applications.

Course Fee: £1,799+VAT

Course Outline

Module 1: Set up Business Central

Create and configure a new company

Create a new company in the on-premises version of Business Central
Create a new company in the cloud-based version of Business Central by using Assisted Setup
Create a new company by copying data from an existing company
Describe the use cases and capabilities of RapidStart Services
Create a configuration worksheet
Describe the process for migrating data
Create and export a configuration package
Import and apply a configuration package
Create journal opening balances
Migrate on-premises data to a cloud-based version of Business Central
Validate migrated data by using trial balances

Manage security

Create and manage user profiles
Set up a new user and user groups
Create and assign permission sets and permissions
Apply security filters

Set up core app functionality

Set up company information
Set up printers for on-premises and cloud-based installations
Set up report selections
Set up and use job queues
Set up email
Set up number series

Set up dimensions

Set up dimensions and dimension values
Set up global dimensions and shortcut dimensions
Set up default dimension for a single account and for multiple accounts
Set up default dimensions for an account type
Block combinations of dimensions or dimension values

Set up and manage approvals by using workflows

Set up a purchase document approval system
Set up a sales document approval system
Set up document approvals
Set up a notification system
Set up an approval hierarchy

Module 2: Configure financials

Set up the Finance module

Create a fiscal year
Define General Ledger Setup options
Create accounting periods
Create payment terms

Configure the chart of accounts

Create general ledger accounts
Configure direct posting
Create account categories and subcategories

Set up posting groups

Create specific posting groups including bank, customer, vendor, and inventory posting groups
Create general posting groups
Configure General Posting Setup

Set up journals and bank accounts

Create journal templates
Create batches
Implement number series in journals
Set up bank accounts

Set up account payables

Describe the relationship between vendors, vendor ledger entries, and detailed vendor ledger entries
Create vendor accounts
Define Purchases & Payables Setup
Set up payment journals
Set up payment information for vendors

Set up account receivables

Describe the relationship between customers, customer ledger entries, and detailed customer ledger entries
Create customer accounts
Define Sales & Receivables Setup
Set up cash receipt journals
Set up payment registration
Set up payment information for customers
Enable customer payments through payment services
Create document sending profiles

Module 3: Configure sales and purchasing

Set up inventory

Create items
Set up units of measure
Create locations

Configure master data for sales and purchasing

Configure core customer settings including lead time, shipping agents, locations, and shipping addresses
Configure core vendor settings including order address, lead time, locations, and delivery terms
Configure core item settings

Configure pricing and discounts

Create vendor-specific purchase prices
Configure purchase line and invoice discounts
Create customer-specific sales prices
Configure sales line and invoice discounts
Configure best price calculations

Module 4: Perform Business Central operations

Perform basic tasks in Business Central

Differentiate between designing pages, customizing roles, and personalizing users
Customize roles
Apply and save filters
Find all related entries by using the Navigate action
Use the Inspect pages and data feature
Perform data updates by using the Edit in Excel feature

Purchase items

Create a purchase order
Receive items associated with a purchase order
Describe the over-receipt feature
Undo a receipt
Create a posted invoice from a purchase order
Create purchase returns
Use the Navigate action to view a posted purchase transaction

Sell items

Create quotations
Convert a quotation into an order or invoice
Analyze item availability
Ship items associated with a sales order
Undo shipments
Create an invoice from a sales order
Create sales returns
Configure recurring sales lines
Use the Navigate action to view a posted sales transaction

Process financial documents

Process purchase invoices
Process purchase credit memos
Process sales invoices
Process sales credit memos
Combine order shipments into a single invoiceCorrect a posted purchase invoice
Correct a posted sales invoice

Process payments and journals

Process payment journals
Process cash receipt journals
Process payment registrations
Reverse posted journals
Run the Suggest Vendor Payments action
Remove customer ledger entries
Remove vendor ledger entries
Complete a bank reconciliation
Create and process general journal entries

Manage inventory costing

Create and manage inventory periods
Describe the adjust cost item entries posting process
Set up automatic cost posting
Set up expected cost posting
Describe the relationship between items, item ledger entries, and value entries

Duration: 4 Days

Description

Candidates for this exam are functional consultants who implement core application setup processes for small and medium businesses. They implement and configure the Dynamics 365 Business Central app, including setting up core app functionality and modules and migrating data to Business Central. Candidates run the user interface in collaboration with the implementation team to provide the business with manageability and ease of navigation. They configure role centers, including adapting insights, cues, action tiles, reports, charts, and extending Business Central by using Microsoft Power Platform components. Candidates have applied knowledge of meeting user needs through the Business Central app, 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 Dynamics 365 suite of...Read more

Objectives

Set up Business Central
Configure financials
Configure sales and purchasing
Perform Business Central operations

Who Should Attend

Candidates for this exam are functional consultants who implement core application setup processes for small and medium businesses. They implement and configure the Microsoft Dynamics 365 Business Central app, including setting up core app functionality and modules and migrating data to Business Central. Candidates run the user interface in collaboration with the implementation team to provide the business with manageability and ease of navigation. They configure role centers, including adapting insights, cues, action tiles, reports, charts, and extending Business Central by using Microsoft Power Platform components. Candidates have applied knowledge of meeting user needs through the Business Central app, including basic understanding of finannce 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 Dynamics 365 suite of applications.

Prerequisites

Functional Consultants who understands the role of Business Central in relationship to the Dynamics 365 suite of applications.

Course Outline

Module 1: Set up Business Central

Create and configure a new company

Create a new company in the on-premises version of Business Central
Create a new company in the cloud-based version of Business Central by using Assisted Setup
Create a new company by copying data from an existing company
Describe the use cases and capabilities of RapidStart Services
Create a configuration worksheet
Describe the process for migrating data
Create and export a configuration package
Import and apply a configuration package
Create journal opening balances
Migrate on-premises data to a cloud-based version of Business Central
Validate migrated data by using trial balances

Manage security

Create and manage user profiles
Set up a new user and user groups
Create and assign permission sets and permissions
Apply security filters

Set up core app functionality

Set up company information
Set up printers for on-premises and cloud-based installations
Set up report selections
Set up and use job queues
Set up email
Set up number series

Set up dimensions

Set up dimensions and dimension values
Set up global dimensions and shortcut dimensions
Set up default dimension for a single account and for multiple accounts
Set up default dimensions for an account type
Block combinations of dimensions or dimension values

Set up and manage approvals by using workflows

Set up a purchase document approval system
Set up a sales document approval system
Set up document approvals
Set up a notification system
Set up an approval hierarchy

Module 2: Configure financials

Set up the Finance module

Create a fiscal year
Define General Ledger Setup options
Create accounting periods
Create payment terms

Configure the chart of accounts

Create general ledger accounts
Configure direct posting
Create account categories and subcategories

Set up posting groups

Create specific posting groups including bank, customer, vendor, and inventory posting groups
Create general posting groups
Configure General Posting Setup

Set up journals and bank accounts

Create journal templates
Create batches
Implement number series in journals
Set up bank accounts

Set up account payables

Describe the relationship between vendors, vendor ledger entries, and detailed vendor ledger entries
Create vendor accounts
Define Purchases & Payables Setup
Set up payment journals
Set up payment information for vendors

Set up account receivables

Describe the relationship between customers, customer ledger entries, and detailed customer ledger entries
Create customer accounts
Define Sales & Receivables Setup
Set up cash receipt journals
Set up payment registration
Set up payment information for customers
Enable customer payments through payment services
Create document sending profiles

Module 3: Configure sales and purchasing

Set up inventory

Create items
Set up units of measure
Create locations

Configure master data for sales and purchasing

Configure core customer settings including lead time, shipping agents, locations, and shipping addresses
Configure core vendor settings including order address, lead time, locations, and delivery terms
Configure core item settings

Configure pricing and discounts

Create vendor-specific purchase prices
Configure purchase line and invoice discounts
Create customer-specific sales prices
Configure sales line and invoice discounts
Configure best price calculations

Module 4: Perform Business Central operations

Perform basic tasks in Business Central

Differentiate between designing pages, customizing roles, and personalizing users
Customize roles
Apply and save filters
Find all related entries by using the Navigate action
Use the Inspect pages and data feature
Perform data updates by using the Edit in Excel feature

Purchase items

Create a purchase order
Receive items associated with a purchase order
Describe the over-receipt feature
Undo a receipt
Create a posted invoice from a purchase order
Create purchase returns
Use the Navigate action to view a posted purchase transaction

Sell items

Create quotations
Convert a quotation into an order or invoice
Analyze item availability
Ship items associated with a sales order
Undo shipments
Create an invoice from a sales order
Create sales returns
Configure recurring sales lines
Use the Navigate action to view a posted sales transaction

Process financial documents

Process purchase invoices
Process purchase credit memos
Process sales invoices
Process sales credit memos
Combine order shipments into a single invoiceCorrect a posted purchase invoice
Correct a posted sales invoice

Process payments and journals

Process payment journals
Process cash receipt journals
Process payment registrations
Reverse posted journals
Run the Suggest Vendor Payments action
Remove customer ledger entries
Remove vendor ledger entries
Complete a bank reconciliation
Create and process general journal entries

Manage inventory costing

Create and manage inventory periods
Describe the adjust cost item entries posting process
Set up automatic cost posting
Set up expected cost posting
Describe the relationship between items, item ledger entries, and value entries

About The Trainer

A Certified Microsoft Trainer.

Course Fee

£1,799+VAT

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