MB-800 Microsoft Dynamics 365 Business Central Functional Consultant

Built and optimized for small and medium businesses, Dynamics 365 Business Central is
an application for companies that have outgrown their entry-level business
applications. Growing businesses often outgrow their basic accounting software or
legacy enterprise resource planning (ERP) systems that are unable to handle increased
inventory and transactions, lack integration with other line-of-business systems, and
have reporting limitations. Businesses are also challenged with the logistics of providing
services that have more scalability, increased mobility, and availability in the cloud.
With Business Central, you can manage your financials, automate and secure your supply chain, sell smarter, improve customer service and project performance, and
optimize your operations.

Course dates and course fee may be subjected to changes.

Course Outline

Lesson 1: Start your free Dynamics 365 Business Central trial

Introduction – Create your own Business Central account
Sign in to Business Central
Use a demo database
Start a trial with your own data
Extend your trial and subscribe or unsubscribe your organization
Exercise – Sign in to Business Central

Lesson 2: Introducing Microsoft Dynamics 365 Business Central

Introduction to Business Central
Identify available subscription types for Business Central
Explore the relationship management functionality
Use Dynamics 365 Sales with Business Central
Discover supply chain management capabilities
Process and administer the purchase cycle
Process and administer the sales cycle
Send documents to customers
Explore how to administer jobs
Discover service management capabilities
Business Central manufacturing capabilities
Business Central Human Resources capabilities
In Microsoft 365 experience for Business Central
Exercises – Create a customer and a new office furniture item

Lesson 3: Customize Microsoft Dynamics 365 Business Central

Introduction – Cloud architecture for Business Central
Tailor, extend, and build applications

Lesson 4: Administer Dynamics 365 Business Central online

Introduction – Get started with the Cloud Solution Provider program
Extend a trial for a customer
Access the administration center
Manage sandbox and production environments
Set up tenant notifications
Inspect environment telemetry and troubleshoot issues
Export databases
Enable features
Monitoring and analyzing telemetry
Analyze performance using the In-client performance profiler

Lesson 5: Create new companies in Business Central

Introduction – Create new companies with setup data
Create new companies without data
Create new companies with setup and demo data
Create new companies with demo data for manufacturing scenarios
Create a new company by copying data from an existing company
Set up company information
Exercise – Create a company with demo data

Lesson 6: Migrate data to Business Central

Introduction – Data migration concepts
Use the data migration assisted setup
Work with data templates
Import data from Excel
Create journal opening balances
Import business data from other finance systems
Set up a company with RapidStart services
Exercise – Create a new customer template

Lesson 7: Manage users and implement security in Business Central

Introduction – Add users
Create user groups
Implement permissions and permission sets
Configure user access times and logging
Understand users, profiles, and role centers
Perform user-specific setup
Auditing changes
Exercise – Add a new user

Lesson 8: Set up email in Dynamics 365 Business Central

Set up email accounts
Compose and send an email
Send documents by email
Document sending profiles
Assign email scenarios
Send a sales document by email
Check your sent emails
Check your email outbox

Lesson 9: Integrate Business Central with Outlook

Set up email logging
Set up Outlook integration
Use the Contact insights Outlook add-in
Creating invoices from your meeting appointments
Do a quick document lookup
Exercise – Set up and send email

Lesson 10: Create workflows in Dynamics 365 Business Central

Create a workflow manually
Create a workflow from workflow templates
Create a Power Automate flow
Set up users
Set up notifications
Set up approval workflows by using Assisted Setup

Lesson 11: Use approval workflows in Dynamics 365 Business Central

Request approval of a record
Cancel a request for approval
Approve or reject a request for approval
Delegate a request for approval
Manage overdue approval requests

Lesson 12: User interface essentials in Dynamics 365 Business Central

Introduction to the user interface – The app bar
App launcher
Business Central main pages
Search for Page or the Tell Me icon
My settings
Get help
Tour Business Central
Different types of pages in the user interface
Use the Role Explorer
More user interface features
Exercise – Assign another role center, use the search for page icon, and find and use keyboard shortcuts

Lesson 13: Personalize the Microsoft Dynamics 365 Business Central user interface

Introduction – Personalize the Business Central user interface
Personalize the Role Center
Personalize list and card pages
Personalize document pages and add fields
Exercise – Personalize the customer list and clear personalization

Lesson 14: Use alternative interfaces for Dynamics 365 Business Central

Explore the user interface on your smartphone and tablet
Use the Outlook interface for Business Central
Use Microsoft Teams to share business data
Exercise – Use Outlook as your Business Central inbox

Lesson 15: Change how documents look in Business Central

Overview of report and document layouts
Create and modify a custom report or document layout
Update report or document layouts
Change which layout is currently used on a report
Implement report selections
Manage saved settings for reports
Set up printers
Exercise – Change the layout currently used on a report

Lesson 16: Configure Business Central for Excel and Power BI

Create web services to link Power BI and Business Central
Add Business Central as a data source in Power BI
Create list data Power BI reports to display in Business Central
Configure Business Central apps in Power BI
Work with business data in Excel
Analyze, group, and pivot data on list pages using data analysis mode
Exercise – Create a Business Central web service to use as a Power BI data source

Lesson 17: Migrate on-premises data to Dynamics 365 Business Central

End-to-end process of migrating data
Run the Cloud Migration tool
Address common questions and issues with migrations

Lesson 18: Set up general ledger configuration options in Dynamics 365 Business Central

Set up the General FastTab
Set up the Dimensions FastTab
Set up the Background Posting FastTab
Set up the Reporting FastTab
Set up the Application FastTab
Enable data check

Lesson 19: Set up number series and trail codes in Dynamics 365 Business Central

Introduction to setting up number series
Assign number series and number series relationships
Set up trail codes
Exercise – Create a number series

Lesson 20: Set up posting groups in Dynamics 365 Business Central

Introduction – Set up and assign specific posting groups
Set up and assign inventory posting groups
General posting groups
Configure the general posting setup
Exercise – Set up and assign a customer posting group

Lesson 21: Set up dimensions in Dynamics 365 Business Central

Introduction – Set up dimensions and dimension values
Manually enter dimensions in a sales order
Set up global and shortcut dimensions
Set up default dimensions
Set up default dimensions for account types
Set up default dimension priorities
Set up dimension combinations
Exercise – Set up a dimension with dimension values

Lesson 22: Set up the chart of accounts in Dynamics 365 Business Central

Introduction to setting up G/L accounts
Use the chart of accounts
Set up account categories and subcategories
Maintain the chart of accounts
Review general ledger entries

Lesson 23: Set up general journal templates in Dynamics 365 Business Central

Introduction – Set up general journal templates
Set up general journal batches

Lesson 24: Create and process journal entries in Dynamics 365 Business Central

Introduction – Create journal entries
Process journal entries
Use standard journals
Correct journal entries
Set up checking documents and journals while you work
Exercise – Create and post a journal entry

Lesson 25: Post periodic journal entries in Dynamics 365 Business Central

Introduction to recurring journals
Allocate amounts
Edit recurring journals in Excel
Exercise – Create and post a recurring journal

Lesson 26: Work with Trade master data in Microsoft Dynamics 365 Business Central

Set up units of measure
Assign characteristics to an item
Set up item categories
Manage customers
Merge customer accounts
Manage vendors
Merge vendor accounts
Manage resources
Configure salespeople and purchasers
Use templates to create master data
Exercise – Create a new item and a new location and link them to a vendor

Lesson 27: Set up Trade in Microsoft Dynamics 365 Business Central

Purchases and payables setup
Set up locations
Inventory setup

Lesson 28: Create purchase documents in Dynamics 365 Business Central

Introduction – Create a purchase quote
Create a blanket order
Manage purchase orders
Describe responsibility centers
Exercise – Create and process a purchase order and review the posted documents

Lesson 29: Receive and invoice items in Dynamics 365 Business Central

Introduction – Receive items
Reverse a receipt
Process vendor invoices
Review posted purchase documents
Reverse or correct a posted purchase invoic

Lesson 30: Set up purchase prices and discounts in Dynamics 365 Business Central

Introduction – Set up purchase prices
Use special prices in purchase orders
Set up line discounts
Set up invoice discounts

Lesson 31: Post purchase item charges in Dynamics 365 Business Central

Introduction – Set up item charges
Process item charges in a purchase order
Process item charges in a purchase invoice
Analyze the direct unit cost of an item

Lesson 32: Estimate purchase order receipt dates in Dynamics 365 Business Central

Introduction – Set up order promising
Estimate purchase order receipts

Lesson 33: Create sales documents in Dynamics 365 Business Central

Introduction – Create a sales quote
Create a blanket order
Manage sales orders
Configure recurring sales lines
Offer similar products to your customers
Map multiple references to an item
Sell catalog items
Create purchasing codes
Process drop shipments
Process special orders
Exercise – Create a sales quote and convert it to an invoice, create a drop shipment and sell catalog items

Lesson 34: Ship and invoice items in Dynamics 365 Business Central

Introduction – Ship items to customers
Reverse a shipment
Invoice customers
Review posted sales documents
Reverse or correct a posted sales invoice
Process prepayment invoices for sales and purchases

Lesson 35: Manage sales prices in Dynamics 365 Business Central

Introduction – Set up sales prices for a customer
Set up sales prices for customer groups
Use special prices in sales orders
Create new sales prices
Bulk edit the unit price on the item card
Exercise – Create a special price for a customer

Lesson 36: Set up discounts for your customers in Dynamics 365 Business Central

Introduction – Set up line discounts
Use line discounts when selling items to customers
Set up invoice discounts
Use invoice discounts when selling items to customers
Exercise – set up invoice discounts

Lesson 37: Promising sales order delivery in Dynamics 365 Business Central

Introduction – Sales order promising key concepts
Set up order promising
Promising sales order delivery

Lesson 38: Set up returns management in Dynamics 365 Business Central

Introduction – Set up sales return order management
Set up purchase return order management
Return reasons

Lesson 39: Manage customer returns in Dynamics 365 Business Central

Introduction – Replace wrong items
Return defective items to vendors
Exercise – Return items in Dynamics 365 Business Central

Lesson 40: Manage returns to vendors in Dynamics 365 Business Central

Introduction – Register a compensasion agreement with a vendor
Apply exact cost reversing

Lesson 41: Set up cash management in Dynamics 365 Business Central

Introduction – Create bank accounts
Describe data exchange definitions
Configure payment methods
Set up customers and vendors in cash management
Relationship between customer and customer ledger entries
Relationship between vendor and vendor ledger entries
Set up customer bank accounts
Set up vendor bank accounts
Set up payment registration
Enable customer payments through payment services

Lesson 42: Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central

Introduction – Enter payments
Apply payments
Unapply customer and vendor ledger entries
Process payment registrations
Set up payment tolerances
Set up G/L accounts for payment tolerances
Process payment tolerances when posting payments
Exercise – Register a customer payment

Lesson 43: Suggest vendor payments in Dynamics 365 Business Central

Introduction – Suggest vendor payments
Suggest payments by using vendor priority and available amounts
Pay invoices on their due date
Exercise – Suggest vendor payments for a single vendor

Lesson 44: Use checks to pay vendors in Dynamics 365 Business Central

Introduction – Enter and post payables checks
Print and post payables checks
Void a check

Lesson 45: Perform a bank reconciliation in Dynamics 365 Business Central

Introduction to and completing the reconciliation process
Post the bank account reconciliation
Import a bank statement
Undo a bank account reconciliation

Lesson 46: Set up payment reconciliation journals in Dynamics 365 Business Central

Introduction to setting up payment for reconciliation journals
Set up number series
Set up automatic payment application and payment application rules
Set up bank statement file import

Lesson 47: Use the payment reconciliation journal in Dynamics 365 Business Central

Introduction – Import bank statements
Reconcile payments by using automatic applications
Map text on recurring payments
Post and reconcile the payment reconciliation

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