MB-800 Microsoft Dynamics 365 Business Central Functional Consultant

Doelgroep

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.

Inhoud training

Create new companies in Business Central

Learn how to create and set up new companies efficiently in Business Central.

By the end of this module, you'll be able to:

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

Create and process journal entries in Dynamics 365 Business Central

If you want to know how to use general journals, then this module can help. This module explains how to use general journals to post information into the general ledger and other accounts. You can also use the general journal to post cost allocations and other adjustments to the accounts, and then you can reverse and correct entries that are incorrect.

By the end of this module, you will be able to:

• 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.

Administer Dynamics 365 Business Central online

Learn how to administer your Business Central environment and tenants, from joining the Cloud Solution Provider program to configuring monitoring.

By the end of this module, you can:

• 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.

Migrate data to Business Central

After creating a new company, you can migrate your data to Business Central.

This module explains how to:

• Perform data migration using the Data migration assisted setup wizard.
• Work with data templates.
• Import data from Excel and other finance systems.

Manage users and implement security in Business Central

Learn how to manage users and implement security in Business Central.

By the end of this module, you'll be able to:

• Manage users and user groups.
• Implement and configure security.
• Setup profiles, and role centers.
• Audit changes to data.

Work with reports in Dynamics 365 Business Central

Do you want to learn how to work with reports in Microsoft Dynamics 365 Business Central? In this module, you'll learn how to work with reports and the difference between preview, run, email, and print.

In this module, you will:

• Preview and run reports.
• Set up printers.

Set up dimensions in Dynamics 365 Business Central

If you are responsible for financial reporting, then follow along with this module to learn how to set up dimensions. Dimensions are used to group posted entries for reporting purposes. Dimensions can be used throughout Business Central on entries in journals, documents, and budgets. Additionally, dimensions offer more extensive analysis and reporting functionalities.

By the end of this module, you will be able to:

• 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.

Create workflows in Dynamics 365 Business Central

Workflows are used to connect business-process tasks that are performed by different users. This module discusses how to set up these workflows in Microsoft Dynamics 365 Business Central.

In this module, you will:

• Create workflows manually.
• Create workflows from templates.
• Set up users.
• Set up notifications.
• Set up approvals by using Assisted Setup.

Introduction to Microsoft Power Platform and Business Central

Do you want to use Microsoft Power Platform with Business Central? This module focuses on the business value and product capabilities of Microsoft Power Platform when you use it with Business Central.

In this module, you will:

• 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.

Introduction to integrating Dataverse with Dynamics 365 Business Central

Learn about integrating Dataverse with Dynamics 365 Business Central.

In this module, you'll:

• 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.

Get started with the Shopify connector in Dynamics 365 Business Central

Learn how to get started with the Shopify connector in Dynamics 365 Business Central.

In this module, you'll:

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

Set up general ledger configuration options in Dynamics 365 Business Central

Learn how to set up the general ledger configuration options in Dynamics 365 Business Central.

In this module, you will:

• 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.

Set up cash management in Dynamics 365 Business Central

Cash management in Dynamics 365 Business Central is used to manage a company's bank accounts. Before you can start processing bank transactions, you should first set up cash management by creating bank accounts and journals.

This module explains how to:

• 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.

Set up the chart of accounts in Dynamics 365 Business Central

Do you want to know how to set up the chart of accounts in Business Central? This module will focus on managing the chart of accounts. The Chart of Accounts list provides quick access to G/L accounts and balances, and the budgets feature provides a comparison between actual amounts and budgeted amounts by using a combination of G/L accounts, periods, and dimensions.

By the end of this module, you'll be able to:

• 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.

Set up posting groups in Dynamics 365 Business Central

This module will explain what posting groups are and what they're used for in Dynamics 365 Business Central. Additionally, this module focuses on showing you how to set up posting groups to create links between accounts in the different application areas to the G/L accounts in the General Ledger application area.

In this module, you will:

• 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.

Set up general journal templates in Dynamics 365 Business Central

With general journals, users can enter data in general ledger accounts and other accounts, such as customer, vendor, and bank accounts. This module will focus on how to set up general journal templates and batches.

By the end of this module, you will be able to:

• Explain the purpose and organization of journal templates and journal batches.
• Create general journal templates and general journal batches.

Post periodic journal entries in Dynamics 365 Business Central

When you frequently need to enter the same journal postings, Dynamics 365 Business Central provides recurring journals so you can post journal lines on a recurring basis. Additionally, when you use recurring journals, you can post cost allocations by using allocation keys that are based on amounts or percentages.

By the end of this module, you will be able to:

• Understand how to use recurring journals.
• Use recurring journals with fixed and variable amounts.
• Record accruals by using recurring journals.

Set up Trade in Microsoft Dynamics 365 Business Central

Do you plan on using Trade in Business Central? If so, this module explains how you can set up the Trade application area in Business Central and how to create locations.

In this module, you will:

• 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.

Create items in Dynamics 365 Business Central

Do you want to know how to create items in Business Central? This module explains how to set up inventory items, and items of the type service and non-inventory items.

This module explains how to:

• 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

Create new bins in Dynamics 365 Business Central

Do you want to know how you can create new bins in Business Central? This module explores the bin creation worksheets to create multiple bins at once.

In this module, you will:

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

Set up discounts for your customers in Dynamics 365 Business Central

Do you offer sales discounts? This module focuses on how to set up and use sales discounts in Business Central.

This module explains how to:

• 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.

User interface essentials in Dynamics 365 Business Central

Understanding the user interface is essential to the efficient use of Business Central. This module shows you the components and possibilities of the Business Central interface.

This module explains how to:

• 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.

Personalize the Microsoft Dynamics 365 Business Central user interface

The user interface for Business Central can be optimized for personal use. This module explains and demonstrates the personalization options that are available to users.

By the end of this module, you'll be able to:

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

Use alternative interfaces for Dynamics 365 Business Central

The modern user interface experience for Microsoft Dynamics 365 Business Central isn't limited to the web client. Business Central comes with smartphone, tablet, and Microsoft Outlook interfaces.

In this module, you'll:

• Install and use Business Central on a smartphone or tablet.
• Configure and use Microsoft Outlook as an interface for Business Central.

Change how documents look in Business Central

Find out how to customize document layouts and reports in Business Central to follow your company's guidelines and preferences.

By the end of this module, students will be able to:

• Manage report and document layouts.
• Create and modify report or document layouts.
• Implement report selections and manage saved settings for reports.

Configure Business Central for Excel and Power BI

Make Business Central data available for easy reporting with Excel and intelligent analysis with Power BI.

By the end of this module, students are able to:

• 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

Migrate on-premises data to Dynamics 365 Business Central

Are you looking to move to the cloud and easily migrate to Business Central online? This module covers how you can use the built-in migration tools to migrate data to Business Central online from specific product versions.

By the end of this module, you'll be able to:

• Understand the steps to migrate to Business Central online.
• Meet requirements and weigh considerations of migration.

Work with pages in Dynamics 365 Business Central

Do you want to create new pages in Business Central that have the same appearance as existing pages? This module focuses on how to create new pages. It will also show you how to enable users to search for specific pages.

In this module, you will:

• 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.

Master, supplemental and personal data in Business Central

Business Central is a modern business platform that handles core business processes like sales, purchases, stock, and finance. All these core domains include master and supplemental data. This module explores and lists the most important and frequently used data and describes how to handle personal data.

By the end of this module, you'll be able to:

• 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

Post purchase item charges in Dynamics 365 Business Central

Do you want to know how to process additional direct item costs, such as freight, in Business Central? This module shows how to process item charges in Business Central and how these charges affect the direct unit cost of an item.

By the end of this module, you will be able to:

• 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.

Estimate purchase order receipt dates in Dynamics 365 Business Central

Do you want to estimate purchase order receipt dates? This module provides an overview of the date fields on purchase orders and explains the relationships between them.

By the end of this module, you will be able to:

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

Receive and invoice items in Dynamics 365 Business Central

Do you want to know how to receive and invoice purchase documents in Business Central? This module will focus on how to receive items from vendors and how to process purchase invoices.

By the end of this module, you will be able to:

• 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.

Create purchase documents in Dynamics 365 Business Central

Do you need to create purchase documents like blanket orders, orders, and invoices? This module provides basic information that you should know to create these purchase documents in Business Central.

By the end of this module, you'll be able to:

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

Create sales documents in Dynamics 365 Business Central

Do you need to create sales documents like quotes, orders, and invoices? This module provides basic information you should know to create these documents in Dynamics 365 Business Central.

By the end of this module, you're able to:

• 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.

Ship and invoice items in Dynamics 365 Business Central

Do you want to know how to ship items and invoice sales documents in Business Central? This module will focus on how to ship items to customers, and how to invoice items and services to customers.

By the end of this module, students will be able to:

• Ship items to customers
• Deliver partial shipments
• Invoice one shipment
• Invoice multiple shipments
• Review posted sales documents

Set up returns management in Dynamics 365 Business Central

Do you need to handle sales and purchase returns? In this module, learn how to set up returns management in Dynamics 365 Business Central.

By the end of this module, you will be able to:

• Understand the return-related setup in the sales and purchase application areas
• Make exact cost reversing mandatory
• Create return reasons
• Assign return locations

Manage customer returns in Dynamics 365 Business Central

Do you need to learn how Business Central handles sales returns? Learn how to enter return agreements and process and post return documents. You will also learn about return orders, and how to enter replacement items on a sales return order.

By the end of this module, students will be able to:

• 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

Perform a bank reconciliation in Dynamics 365 Business Central

Do you want to find out how to reconcile bank accounts in Dynamics 365 Business Central? Then this module is for you. The bank reconciliation feature is used to check the bank ledger entries and the balance on the accounts against the statement from the bank.

By the end of this module, you will be able to:

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

Set up payment reconciliation journals in Dynamics 365 Business Central

Do you want to know how to set up payment reconciliation journals in Dynamics 365 Business Central? This module will focus on how to set up payment reconciliation journals. It also explains how to modify payment application rules to automatically apply payment lines.

By the end of this module, you will be able to:

• Set up bank accounts for payment reconciliation journals.
• Understand the payment application rules.
• Modify the payment application rules.

Use the payment reconciliation journal in Dynamics 365 Business Central

Do you want to discover how to use payment reconciliation journals in Business Central? If so, then follow this module, which shows how to use the payment reconciliation journal to import bank statements and automatically match payments. This module also explains how you can post and reconcile the payment lines.

By the end of this module, you will be able to:

• 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.

Set up assembly management in Dynamics 365 Business Central

Do you assemble items? This module will focus on how to set up assembly management in Business Central and how to prepare warehouses in Business Central for assembling items.

By the end of this module, you will be able to:

• Assign an assembly location
• Assign assembly bins

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