Microsoft Dynamics 365 Business Central Functional Consultant (MB-800T00) (AA-MMB-800T00)

Module 1: Create new companies in Business Central

• Create new companies.
• Set up a company.
• Enter company information.

Module 2: 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.

Module 3: Administer Dynamics 365 Business Central online

• Know how to 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.

Module 4: 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.

Module 5: 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

Module 6: Work with reports in Dynamics 365 Business Central

• Preview and run reports.
• Set up printers.

Module 7: 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.

Module 8: 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.

Module 9: Introduction to Microsoft Power Platform and Business Central

• Identify the components and features of Microsoft Power Platform.
• Identify when to use each Microsoft Power Platform component application to create business solutions.
• Understand what Data Connectors are and how they can be used with Business Central.
• Understand how you can use Power Automate embed in Business Central.

Module 10: Introduction to integrating Dataverse with Dynamics 365 Business Central

• Learn basic information about Dataverse.
• Learn how to create an environment
• Learn how you can extend Dataverse.
• Make a difference in standard and custom tables.
• Learn about publishers.
• Identify the basic set of standard fields in Dataverse.
• Complete the connection-assisted setup.

Module 11: Get started with the Shopify connector in Dynamics 365 Business Central

• Learn about the Shopify features.
• Create a Shopify account.
• Install the Shopify app in Business Central.

Module 12: 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.

Module 13: Set up cash management in Dynamics 365 Business Central

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

Module 14: 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 subcategories.
• Set up a review policy for general ledger entries.

Module 15: 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.

Module 16: 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.

Module 17: 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.

Module 18: 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.

Module 19: Create items in Dynamics 365 Business Central

• Understand the different item types.
• Create a new item.
• Copy an item.
• Enter the unit cost and unit price for an item.
• Set up an item template

Module 20: Create new bins in Dynamics 365 Business Central

• Set up templates to create multiple bins at once
• Create multiple bins at once

Module 21: 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.

Module 22: 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.

Module 23: Personalize the Microsoft Dynamics 365 Business Central user interface

• Change the theme for your organization.
• Change user role centers.
• Personalize list and card pages.

Module 24: 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.

Module 25: 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

Module 26: 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

Module 27: 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.

Module 28: Work with pages in Dynamics 365 Business Central

• Identify the different page types.
• Discover the different page properties.
• Learn how to build the layout of new pages.
• Link pages with page parts.
• Use snippets to create pages in Visual Studio Code.
• Enable end users to search for a page.
• Define actions on a page and set its properties.

Module 29: Master, supplemental and personal data in Business Central

• Understand which information is stored and in which way for master and supplemental data
• Understand if, how, and with what consequences master and supplemental data can be deleted
• Understand how to handle personal data

Module 30: 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.

Module 31: Estimate purchase order receipt dates in Dynamics 365 Business Central

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

Module 32: 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.

Module 33: Create purchase documents in Dynamics 365 Business Central

• Create purchase quotes and convert them to orders.
• Create blanket orders and convert them to orders.

Module 34: 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.

Module 35: 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

Module 36: 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

Module 37: 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

Module 38: Perform a bank reconciliation in Dynamics 365 Business Central

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

Module 39: 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.

Module 40: 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.

Module 41: Set up assembly management in Dynamics 365 Business Central

• Assign an assembly location
• Assign assembly bins

Students will learn to:

• Create new companies in Business Central
• Create and process journal entries in Dynamics 365 Business Central
• Administer Dynamics 365 Business Central online
• Migrate data to Business Central
• Manage users and implement security in Business Central
• Work with reports in Dynamics 365 Business Central
• Set up dimensions in Dynamics 365 Business Central
• Create workflows in Dynamics 365 Business Central
• Introduction to Microsoft Power Platform and Business Central
• Introduction to integrating Dataverse with Dynamics 365 Business Central
• Get started with the Shopify connector in Dynamics 365 Business Central
• Set up general ledger configuration options in Dynamics 365 Business Central
• Set up cash management in Dynamics 365 Business Central
• Set up the chart of accounts in Dynamics 365 Business Central
• Set up posting groups in Dynamics 365 Business Central
• Set up general journal templates in Dynamics 365 Business Central
• Post periodic journal entries in Dynamics 365 Business Central
• Set up Trade in Microsoft Dynamics 365 Business Central
• Create items in Dynamics 365 Business Central
• Create new bins in Dynamics 365 Business Central
• Set up discounts for your customers in Dynamics 365 Business Central
• User interface essentials in Dynamics 365 Business Central
• Personalize the Microsoft Dynamics 365 Business Central user interface
• Use alternative interfaces for Dynamics 365 Business Central
• Change how documents look in Business Central
• Configure Business Central for Excel and Power BI
• Migrate on-premises data to Dynamics 365 Business Central
• Work with pages in Dynamics 365 Business Central
• Master, supplemental and personal data in Business Central
• Post purchase item charges in Dynamics 365 Business Central
• Estimate purchase order receipt dates in Dynamics 365 Business Central
• Receive and invoice items in Dynamics 365 Business Central
• Create purchase documents in Dynamics 365 Business Central
• Create sales documents in Dynamics 365 Business Central
• Ship and invoice items in Dynamics 365 Business Central
• Set up returns management in Dynamics 365 Business Central
• Manage customer returns in Dynamics 365 Business Central
• Perform a bank reconciliation in Dynamics 365 Business Central
• Set up payment reconciliation journals in Dynamics 365 Business Central
• Use the payment reconciliation journal in Dynamics 365 Business Central
• Set up assembly management in Dynamics 365 Business Central

• 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.