MB-800: Microsoft Dynamics 365 Business Central Functional Consultant

MB-800: Microsoft Dynamics 365 Business Central Functional Consultant

Audience

Candidates for this exam 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.

Prerequisites

A Dynamics 365 Business Central core functional consultant must have applied knowledge of Business Central and have an understanding of industry terminology, priorities, standards, methodologies, and best practices. The consultant must have applied knowledge of meeting business needs by using Dynamics 365 Business Central, including basic understanding of financial management, sales, purchasing, and inventory. The consultant's knowledge should include a comprehensive understanding of the Business Central application's role in relationship to the Microsoft 365 and Dynamics 365 suites of applications.

Duration

4 days.

Course Objectives

Delegates will learn how to:

  • Understand use cases for Business Central modules
  • Set up Business Central
  • Configure Financials
  • Configure Sales and Purchasing
  • Configure Operations
  • Understand Integrationa nd Automation scenarios

Course Content

Module 1: Introduction to Business Central
 
Lessons
 
  • Describe use cases and common features for Business Central modules
  • Technology overview
  • Navigate the user interface
  • Perform basic user tasks in Business Central
  • Master Data
  • Sales and Purchase processes
 
Module 2: Application Setup
 
Lessons
 
  • Create and configure a new company
  • Migrate data to Business Central
  • Manage Security
  • Set up core app functionality
 
Module 3: Configure Financials
 
Lessons
 
  • Set up Finance Management
  • Set up the Chart of Accounts
  • Set up posting groups
  • Set up dimensions
  • General Journals
  • Set up currencies
  • Set up Cash Management
  • Set up Accounts Payables
  • Set up Accounts Receivables
 
Module 4: Configure Sales and Purchasing
 
Lessons
 
  • Set up Inventory
  • Configure sales pricing and discounts
  • Configure purchase pricing and discounts
  • Configure Salespeople and Purchasers
 
Module 5: Operations
 
Lessons
 
  • Purchase items
  • Sell items
  • Order Promising
  • Process financial transactions
  • Inventory Costing
 
Module 6: Integration and Automation
 
Lessons
 
  • Set up and manage approvals with workflows
  • Integrate Business Central with other applications
  • Connect Power Automate
  • Connect Power Apps
  • Connect Power BI

Virtual Courses

ALL of our courses can be delivered virtually! Our Bath public schedule courses are available as live virtual sessions, using the popular Zoom Virtual Classroom and remote labs. Delegates can test their access at: www.zoom.us/test

On-Site Courses

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