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

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

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

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

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

 

5 Days

Intermediate

Dynamics 365

Functional Consultant

Need to Train a Team?

Contact us to schedule a dedicated class for your team.