MB-800T00-A: Microsoft Dynamics 365 Business Central Functional Consultant

Prepare to pass the DP-600: Implementing Analytics Solutions Using Microsoft Fabric Certification Exam

Course Description

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.

Audience Profile

Candidates for this course are functional consultants who implement core application setup processes for small and medium businesses. They implement and configure Microsoft Dynamics 365 Business Central including setting up core functionality and modules and migrating data to Business Central. Candidates configure the application in collaboration with the implementation team to provide the business with manageability and ease of use. They may configure role centers including adapting insights, cues, action tiles, reports, charts, and extend Business Central by using Power Platform components. Candidates have applied knowledge of meeting business needs by using Business Central, 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 Microsoft 365 and Dynamics 365 suites of applications.

About this Course

Course Outline

Skills at a glance

Set up Business Central (15–20%)
Configure financials (30–35%)
Configure sales and purchasing (15–20%)
Perform Business Central operations (30–35%)

Set up Business Central (15–20%)

Create and configure a company

Create a company in Business Central
Create a company by using Assisted Setup
Describe the use cases and capabilities of configuration packages
Create a configuration worksheet
Create and use a configuration package
Create journal opening balances
Migrate data

Manage security

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

Set up core functionality

Set up company information
Set up reports and configure report layouts
Set up and use job queues
Set up email accounts
Set up number series

Set up dimensions

Set up dimensions and dimension values
Set up global dimensions and shortcut dimensions
Set up default dimensions for master data
Set up blocking combinations of dimensions and dimension values
Describe the Dimension Correction Tool
Set up default dimensions for account types
Set up default dimension priorities

Manage approvals by using workflows

Set up native workflows
Set up a notification system
Set up users for approval and workflow user groups

Describe Business Central integrations with other products

Describe use cases for Microsoft 365 integration, including Microsoft Excel, OneDrive, Outlook, Teams, and Word
Describe uses cases for Microsoft Power Platform integration

Configure financials (30–35%)

Set up Finance Management

Configure General Ledger setup
Configure accounting periods
Set up payment terms

Manage the chart of accounts

Set up general ledger account card
Create account categories and subcategories
Create financial reports based on the Account Categories field and statistical accounts

Set up posting groups

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

Set up journals and bank accounts

Set up bank accounts
Create journal templates, including no. series
Create batches
Implement recurring journals

Set up accounts payables

Create vendor accounts, including payment terms, vendor bank accounts, and related records
Configure Purchases & Payables Setup
Set up payment journals
Describe the relationship between vendors, vendor ledger entries, and detailed vendor ledger entries

Set up accounts receivables

Create customer accounts
Configure Sales & Receivables Setup
Set up cash receipt journals
Set up payment registration
Configure customer payment methods
Describe the relationship between customers, customer ledger entries, and detailed customer ledger entries

Configure sales and purchasing (15–20%)

Set up inventory

Configure inventory set up
Manage items, including item categories, item attributes, and units of measure
Create locations
Describe the relationship between items, item ledger entries, and value entries
Differentiate between costing methods

Configure master data for sales and purchasing

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

Configure pricing and discounts

Manage vendor purchase prices
Manage purchase line and invoice discounts
Manage customer sales prices
Manage sales line and invoice discounts

Perform Business Central operations (30–35%)

Perform basic tasks in Business Central

Differentiate between designing, customizing, and personalizing pages
Customize pages
Apply and save filters
Find documents and related entries
Use the Inspect pages and data feature
Perform data updates by using the Edit in Excel feature
Attach and share files by using Microsoft OneDrive
Describe and analyze telemetry

Process purchases

Manage quotations
Create a purchase order
Receive items for a purchase order
Describe the over-receipt feature
Undo a receipt
Create a posted invoice from a purchase order
Configure recurring purchase lines
Manage blanket purchase orders

Process sales

Manage quotations
Convert a sales quote into a sales order or sales invoice
Analyze item availability
Ship items for a sales order
Undo shipments
Create a sales invoice from a sales order
Configure recurring sales lines
Manage blanket sales orders

Process financial documents

Process purchase invoices
Process purchase credit memos
Process sales invoices
Process sales credit memos
Combine sales shipments into a single sales invoice
Combine purchase receipts into a single purchase invoice
Correct a posted purchase invoice
Correct a posted sales invoice
Release and reopen documents
Process prepayment invoices for purchases and sales

Process payments and journals

Process payments by using payment journals
Process receipts by using the cash receipt journal
Process payment registrations
Apply ledger entries and undo applied entries
Reverse posted journals