MB-800: Microsoft Dynamics 365 Business Central Functional Consultant

Course description

Dynamics 365 Business Central is an application designed and optimized for small and medium-sized 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 rising inventory and transactions, lack integration with other line-of-business systems, and have limitations in Report generation. Businesses also face the logistics of providing services that are more scalable, more mobile, and more available 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

Public profile

Candidates for this exam are functional consultants who implement core application configuration processes for small and medium-sized businesses. They implement and configure Microsoft Dynamics 365 Business Central, including configuring core modules and functionality, and migrating data to Business Central. Candidates configure the application in collaboration with the implementation team to provide the company with manageability and ease of use. They may configure role centers, including tailoring 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 Business Central feature sets. They understand the role of Business Central in relation to the Microsoft 365 and Dynamics 365 suites.

Items in this collection

• Start your free trial of Dynamics 365 Business Central
• Introducing Microsoft Dynamics 365 Business Central
• Personalizar Microsoft Dynamics 365 Business Central
• Administrar Business Central online
• Create new companies in Business Central
• Migrate data to Business Central
• Manage Users and Implement Security in Business Central
• Set up email in Dynamics 365 Business Central
• Integrate Business Central with Outlook
• Create workflows in Dynamics 365 Business Central
• Using approval workflows in Dynamics 365 Business Central
• Basics of the user interface in Dynamics 365 Business Central
• Customize the Microsoft Dynamics 365 Business Central user interface
• Use alternate interfaces for Dynamics 365 Business Central
• Change the appearance of documents in Business Central
• Set up Business Central for Excel and Power BI
• Migrating on-premises data to Dynamics 365 Business Central
• Configure general ledger setup options in Dynamics 365 
• Configure number series and tracking codes in Dynamics 365 Business Central
• Set up posting groups in Dynamics 365 Business Central
• Configure dimensions in Dynamics 365 Business Central
• Set up the chart of accounts in Dynamics 365 Business Central
• Set up general journal books in Dynamics 365 Business Central
• Create and process journal entries in Dynamics 365 Business Central
• Post periodic journal entries in Dynamics 365 Business Central
• Work with Commerce master data in Microsoft Dynamics 365 Business Central
• Set up Commerce in Microsoft Dynamics 365 Business Central
• Create purchasing documents in Dynamics 365 Business Central
• Receive and invoice items in Dynamics 365 Business Central
• Configure purchase prices and discounts in Dynamics 365 Business Central
• Record purchase item charges in Dynamics 365 Business Central
• Estimating purchase order receipt dates in Dynamics 365 Business Central
• Create sales documents in Dynamics 365 Business Central
• Ship and invoice items in Dynamics 365 Business Central
• Manage sales prices in Dynamics 365 Business Central
• Set up discounts for your customers in Dynamics 365 Business Central
• Sales order delivery commitment in Dynamics 365 Business Central
• Set up returns management in Dynamics 365 Business Central
• Manage customer returns in Dynamics 365 Business Central
• Manage returns to vendors in Dynamics 365 Business Central
• Set up cash management in Dynamics 365 Business Central
• Enter payments in the receipt journal and the payment journal in Dynamics 365 Business Central
• Propose payments to vendors in Dynamics 365 Business Central
• Usage checks to pay vendors 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

Course outline

Module 1: Introduction to Business Central

Introduction to Business Central Modules

Lessons

• Introduction to Business Central
• Technology overview
• Navigate the user interface
• Master data for the Sales and Purchase process

Module 2: Application Setup

Lessons

• Create and configure a new company
• Migrate data to Business Central
• Manage Security
• Set up core app functionality
• Set up dimensions

Module 3: Configure Financials

Lessons

• Set up Finance Management
• Set up the Chart of Accounts
• Set up posting groups
• General Journals
• Set up Cash Management
• Set up Accounts Payables
• Set up Accounts Receivables

Module 4: Configure Sales and Purchasing

Lessons

• Set up Inventory
• Configure prices and discounts

Module 5: Operations

Lessons

• Purchase items
• Sell items
• Process financial transactions
• Inventory costing

Module 6: Integration and Automation

Lessons

• Set up and use approvals with workflows
• Connect Power Apps
• Connect Power Automate
• Connect Power BI

There are videos, presentations and material in Spanish, in addition to the official Microsoft course.

Previous requirements

A Dynamics 365 Business Central Basic Functional Consultant should have applied knowledge of Business Central and understand industry terminology, priorities, standards, methodologies, and best practices. The consultant must have 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 of applications.

Language

• English course
• Labs: English