MB-800: Microsoft Dynamics 365 Business Central Functional Consultant Associate Online

Day 01: Set up Business Central

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1. 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​

 

2. 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

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3. 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

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4. 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

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5. Manage approvals by using workflows

• Set up native workflows

• Set up a notification system

• Set up users for approval and workflow user groups

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6. Describe Business Central integrations with other products

• Describe use cases for Microsoft 365 integration, including Microsoft Excel, OneDrive, Outlook, Teams, and Word

• Describe use cases for Microsoft Power Platform integration

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Day 02: Configure financials

 

1. Set up Finance Management

• Configure General Ledger setup

• Configure accounting periods

• Set up payment terms

 

2. 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

 

3. Set up posting groups

• Create specific posting groups for bank, customer, vendor, and inventory

• Create general posting groups

• Configure General Posting Setup

• Configure Inventory Posting Setup

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4. Set up journals and bank accounts

• Set up bank accounts

• Create journal templates, including no. series

• Create batches

• Implement recurring journals

 

5. 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

 

6. 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

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​Day 03: Configure sales and purchasing

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1. 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.

 

2. 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

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3. Configure pricing and discounts

• Manage vendor purchase prices.

• Manage purchase line and invoice discounts.

• Manage customer sales prices.

• Manage sales line and invoice discounts.

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Day 04: Perform Business Central operations

 

1. 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

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2. 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

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3. 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

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4. 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

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5. 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

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