MB-800T00 Microsoft Dynamics 365 Business Central Functional Consultant (UT-MS-DYNAMICS-365-FIN-BCFC)

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.

Course Outline

1 - Start your free Dynamics 365 Business Central trial

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
Check your knowledge

2 - Introducing Microsoft Dynamics 365 Business Central

Identify available subscription types for Business Central
Explore the relationship management functionality
Use Dynamics 365 Sales with Business Central
Discover supply chain management capabilities
Process and administer the purchase cycle
Process and administer the sales cycle
Send documents to customers
Explore how to administer jobs
Discover service management capabilities
Business Central manufacturing capabilities
Business Central Human Resources capabilities
In Microsoft 365 experience for Business Central
Check your knowledge

3 - Customize Microsoft Dynamics 365 Business Central

Tailor, extend, and build applications
Check your knowledge

4 - Administer Dynamics 365 Business Central online

Extend a trial for a customer
Access the administration center
Manage sandbox and production environments
Set up tenant notifications
Inspect environment telemetry and troubleshoot issues
Export databases
Enable features
Monitoring and analyzing telemetry
Analyze performance using the In-client performance profiler
Check your knowledge

5 - Create new companies in Business Central

Create new companies without data
Create new companies with setup and demo data
Create new companies with demo data for manufacturing scenarios
Create a new company by copying data from an existing company
Set up company information
Check your knowledge

6 - Migrate data to Business Central

Use the data migration assisted setup
Work with data templates
Import data from Excel
Create journal opening balances
Import business data from other finance systems
Set up a company with RapidStart services
Check your knowledge

7 - Manage users and implement security in Business Central

Create user groups
Implement permissions and permission sets
Configure user access times and logging
Understand users, profiles, and role centers
Perform user-specific setup
Auditing changes
Check your knowledge

8 - Set up email in Dynamics 365 Business Central

Set up email accounts
Compose and send an email
Send documents by email
Document sending profiles
Assign email scenarios
Send a sales document by email
Check your sent emails
Check your email outbox
Check your knowledge

9 - Integrate Business Central with Outlook

Set up email logging
Set up Outlook integration
Use the Contact insights Outlook add-in
Creating invoices from your meeting appointments
Do a quick document lookup
Check your knowledge

10 - Create workflows in Dynamics 365 Business Central

Create a workflow manually
Create a workflow from workflow templates
Create a Power Automate flow
Set up users
Set up notifications
Set up approval workflows by using Assisted Setup
Check your knowledge

11 - 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
Check your knowledge

12 - User interface essentials in Dynamics 365 Business Central

App launcher
Business Central main pages
Search for Page or the Tell Me icon
My settings
Get help
Tour Business Central
Different types of pages in the user interface
Use the Role Explorer
More user interface features
Check your knowledge

13 - Personalize the Microsoft Dynamics 365 Business Central user interface

Personalize the Role Center
Personalize list and card pages
Personalize document pages and add fields
Check your knowledge

14 - Use alternative interfaces for Dynamics 365 Business Central

Explore the user interface on your smartphone and tablet
Use the Outlook interface for Business Central
Use Microsoft Teams to share business data
Check your knowledge

15 - Change how documents look in Business Central

Overview of report and document layouts
Create and modify a custom report or document layout
Update report or document layouts
Change which layout is currently used on a report
Implement report selections
Manage saved settings for reports
Set up printers
Check your knowledge

16 - Configure Business Central for Excel and Power BI

Create web services to link Power BI and Business Central
Add Business Central as a data source in Power BI
Create list data Power BI reports to display in Business Central
Configure Business Central apps in Power BI
Work with business data in Excel
Analyze, group, and pivot data on list pages using data analysis mode
Check your knowledge

17 - Migrate on-premises data to Dynamics 365 Business Central

End-to-end process of migrating data
Run the Cloud Migration tool
Address common questions and issues with migrations
Check your knowledge

18 - Set up general ledger configuration options in Dynamics 365 Business Central

Set up the General FastTab
Set up the Dimensions FastTab
Set up the Background Posting FastTab
Set up the Reporting FastTab
Set up the Application FastTab
Enable data check
Check your knowledge

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

Assign number series and number series relationships
Set up trail codes
Check your knowledge

20 - Set up posting groups in Dynamics 365 Business Central

Set up and assign inventory posting groups
General posting groups
Configure the general posting setup
Check your knowledge

21 - Set up dimensions in Dynamics 365 Business Central

Manually enter dimensions in a sales order
Set up global and shortcut dimensions
Set up default dimensions
Set up default dimensions for account types
Set up default dimension priorities
Set up dimension combinations
Check your knowledge

22 - Set up the chart of accounts in Dynamics 365 Business Central

Use the chart of accounts
Set up account categories and subcategories
Maintain the chart of accounts
Review general ledger entries
Check your knowledge

23 - Set up general journal templates in Dynamics 365 Business Central

Set up general journal batches
Check your knowledge

24 - Create and process journal entries in Dynamics 365 Business Central

Process journal entries
Use standard journals
Correct journal entries
Set up checking documents and journals while you work
Check your knowledge

25 - Post periodic journal entries in Dynamics 365 Business Central

Allocate amounts
Edit recurring journals in Excel
Check your knowledge

26 - Work with Trade master data in Microsoft Dynamics 365 Business Central

Set up units of measure
Assign characteristics to an item
Set up item categories
Manage customers
Merge customer accounts
Manage vendors
Merge vendor accounts
Manage resources
Configure salespeople and purchasers
Use templates to create master data
Check your knowledge

27 - Set up Trade in Microsoft Dynamics 365 Business Central

Purchases and payables setup
Set up locations
Inventory setup
Check your knowledge

28 - Create purchase documents in Dynamics 365 Business Central

Create a blanket order
Manage purchase orders
Describe responsibility centers
Check your knowledge

29 - Receive and invoice items in Dynamics 365 Business Central

Reverse a receipt
Process vendor invoices
Review posted purchase documents
Reverse or correct a posted purchase invoice
Check your knowledge

30 - Set up purchase prices and discounts in Dynamics 365 Business Central

Use special prices in purchase orders
Set up line discounts
Set up invoice discounts
Check your knowledge

31 - Post purchase item charges in Dynamics 365 Business Central

Process item charges in a purchase order
Process item charges in a purchase invoice
Analyze the direct unit cost of an item
Check your knowledge

32 - Estimate purchase order receipt dates in Dynamics 365 Business Central

Estimate purchase order receipts
Check your knowledge

33 - Create sales documents in Dynamics 365 Business Central

Create a blanket order
Manage sales orders
Configure recurring sales lines
Offer similar products to your customers
Map multiple references to an item
Sell catalog items
Create purchasing codes
Process drop shipments
Process special orders
Check your knowledge

34 - Ship and invoice items in Dynamics 365 Business Central

Reverse a shipment
Invoice customers
Review posted sales documents
Reverse or correct a posted sales invoice
Process prepayment invoices for sales and purchases
Check your knowledge

35 - Manage sales prices in Dynamics 365 Business Central

Set up sales prices for customer groups
Use special prices in sales orders
Create new sales prices
Bulk edit the unit price on the item card
Check your knowledge

36 - Set up discounts for your customers in Dynamics 365 Business Central

Use line discounts when selling items to customers
Set up invoice discounts
Use invoice discounts when selling items to customers
Check your knowledge

37 - Promising sales order delivery in Dynamics 365 Business Central

Set up order promising
Promising sales order delivery
Check your knowledge

38 - Set up returns management in Dynamics 365 Business Central

Set up purchase return order management
Return reasons
Check your knowledge

39 - Manage customer returns in Dynamics 365 Business Central

Return defective items to vendors
Check your knowledge

40 - Manage returns to vendors in Dynamics 365 Business Central

Apply exact cost reversing
Check your knowledge

41 - Set up cash management in Dynamics 365 Business Central

Describe data exchange definitions
Configure payment methods
Set up customers and vendors in cash management
Relationship between customer and customer ledger entries
Relationship between vendor and vendor ledger entries
Set up customer bank accounts
Set up vendor bank accounts
Set up payment registration
Enable customer payments through payment services
Check your knowledge

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

Apply payments
Unapply customer and vendor ledger entries
Process payment registrations
Set up payment tolerances
Set up G/L accounts for payment tolerances
Process payment tolerances when posting payments
Check your knowledge

43 - Suggest vendor payments in Dynamics 365 Business Central

Suggest payments by using vendor priority and available amounts
Pay invoices on their due date
Check your knowledge

44 - Use checks to pay vendors in Dynamics 365 Business Central

Print and post payables checks
Void a check
Check your knowledge

45 - Perform a bank reconciliation in Dynamics 365 Business Central

Post the bank account reconciliation
Import a bank statement
Undo a bank account reconciliation
Check your knowledge

46 - Set up payment reconciliation journals in Dynamics 365 Business Central

Set up number series
Set up automatic payment application and payment application rules
Set up bank statement file import
Check your knowledge

47 - Use the payment reconciliation journal in Dynamics 365 Business Central

Reconcile payments by using automatic applications
Map text on recurring payments
Post and reconcile the payment reconciliation
Check your knowledge

Course Prerequisites

A Dynamics 365 Business Central core functional consultant must have applied knowledge of Business Central and have an understanding of industry terminology, priorities, standards, methodologies, and best practices.
The consultant must have applied knowledge of meeting business needs by using Dynamics 365 Business Central, including basic understanding of financial management, sales, purchasing, and inventory.
The consultant's knowledge should include a comprehensive understanding of the Business Central application's role in relationship to the Microsoft 365 and Dynamics 365 suites of applications.

Course Information

Length: 5 day

Format: Lecture and Lab

Delivery Method: n/a

Max. Capacity: 16

Schedule

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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 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.