Course Description: MB-800: Business Central Functional Consultant

Dynamics 365 Business Central is an application designed and optimized for small and midsize businesses that have outgrown their basic business applications. Growing businesses often outgrow their basic legacy accounting or enterprise resource planning (ERP) software systems that can’t handle increasing inventory and transactions, lack integration with other line-of-business systems, and have reporting limitations. Businesses also face the logistics of providing services that have greater scalability, mobility, and availability in the cloud. With Business Central, you can manage your finances, automate and secure your supply chain, sell smarter, improve project and customer service performance, and streamline your operations.

Course Demo Video

Audience profile

Candidates for this exam are functional consultants who implement core application setup processes for small and midsize businesses. They implement and configure Microsoft Dynamics 365 Business Central , including setting up core modules and functionality, 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 customizing insights, signals, action tiles, reports, charts, and extend Business Central using Power Platform components. Candidates have applied knowledge to meet business needs using Business Central, including a basic understanding of financial management, sales, purchasing, and inventory. Candidates for this exam typically specialize in one or more sets of Business Central functions. They understand the role of Business Central in relation to the Microsoft 365 and Dynamics 365 application suites.

Items in this collection

• Implement and configure Microsoft Dynamics 365 Business Central
• Using journals in Microsoft Dynamics 365 Business CentralCreating reports for Microsoft Dynamics 365 Business Central
• Setting up dimensions in Dynamics 365 Business Central
• Developing with Power Apps and Power Automate for Dynamics 365 Business Central
• Introduction to Dataverse integration with Dynamics 365 Business Central
• Introduction to the Shopify connector 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
• Reconcile bank accounts in Microsoft Dynamics 365 Business Central
• Set up financial management in Microsoft Dynamics 365 Business Central
• Introduction to Commerce in Microsoft Dynamics 365 Business Central
• Process payments from customers and suppliers in Microsoft Dynamics 365 Business Central
• Introduction to inventory management in Microsoft Dynamics 365 Business Central
• Setting up warehouse management in Microsoft Dynamics 365 Business Central
• Sell ​​items and services in Microsoft Dynamics 365 Business Central
• Working with the Microsoft Dynamics 365 Business Central user interface
• Configure Microsoft Dynamics 365 Business Central for reporting
• Working with pages in Dynamics 365 Business Central
• Working like a pro with data in Business Central
• Purchasing items and services in Microsoft Dynamics 365 Business Central
• Return items in Microsoft Dynamics 365 Business Central
• Create Purchase Documents in Dynamics 365 Business Central
• Create sales documents in Dynamics 365 Business Central
• Perform a bank reconciliation in Dynamics 365 Business Central
• Assemble items in Microsoft Dynamics 365 Business Central

Course outline

Module 1: Set up Business Central

• Lesson 1: Create and configure a company
• Lesson 2: Manage security
• Lesson 3: Set up core functionality
• Lesson 4: Set up dimensions
• Lesson 5: Manage approvals by using workflows
• Lesson 6: Describe Business Central integrations with other products

Module 2: Configure Financials

• Lesson 1: Set up Finance Management
• Lesson 2: Manage the chart of accounts
• Lesson 3: Set up posting groups
• Lesson 4: Set up journals and bank accounts
• Lesson 5: Set up Payable Accounts
• Lesson 6: Set up Accounts Receivables

Module 3: Configure sales and purchasing

• Lesson 1: Set up Inventory
• Lesson 2: Configure master data for sales and purchasing
• Lesson 3: Configure pricing and discounts

Module 4: Perform Business Central Operations

• Lesson 1: Perform basic tasks in Business Central
• Lesson 2: Process purchases
• Lesson 3: Process sales
• Lesson 4: Process financial documents
• Lesson 5: Process payments and journals
• Lesson 6: Describe uses cases and common features for Business Central modules

Prerequisites

A Dynamics 365 Business Central core functional consultant should have applied knowledge of Business Central and understand industry terminology, priorities, standards, methodologies, and best practices. The consultant should have a working knowledge of how to meet business needs using Dynamics 365 Business Central, including basic knowledge of financial management, sales, purchasing, and inventory. The consultant's knowledge should include a thorough understanding of the role of the Business Central application in relation to the Microsoft 365 and Dynamics 365 suites.

Language

• Course: English / Spanish
• Labs: English / Spanish

Associate Certification

Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate

As a functional consultant, you implement key application configuration processes for small and medium-sized businesses. You configure the application in collaboration with the implementation team to provide the company with manageability and ease of use.

Level: Intermediate
Role: Functional Consultant
Product: Dynamics 365, Business Central, Microsoft Power Platform
Subject: Enterprise Applications