MB-800T00 Microsoft Dynamics 365 Business Central Functional Consultant

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Course Overview

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. 

Who Should Attend

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.

Course Outline

1 - Administer Dynamics 365 Business Central online

  • 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
  • Describe and analyze telemetry
  • Monitoring and analyzing telemetry
  • Analyze performance using the In-client performance profiler
  • Work with the Performance Toolkit extension
  • Configure a BCPT suite
  • Use APIs for automation and administration

2 - Create new companies in Business Central

  • 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

3 - Migrate data to Business Central

  • Use the data migration assisted setup
  • Work with data templates
  • Import data from Excel
  • Migrate data using the Copy data from company function in the configuration worksheet
  • Create journal opening balances
  • Import business data from other finance systems
  • Set up a company with configuration tools
  • Set up and sync master data across companies

4 - 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
  • Describe cloud migration APIs

5 - Manage users and implement security in Business Central

  • 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

6 - 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

7 - 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

8 - Integrate Dynamics 365 Business Central with Teams

  • Manage, install, and use the Business Central App for Teams
  • Extend Teams cards
  • Create Business Central tabs for Teams
  • Get relevant session and environment details for Teams integration

9 - 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

10 - 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

11 - Set up general journal templates in Dynamics 365 Business Central

  • Set up general journal batches

12 - Create and process journal entries in Dynamics 365 Business Central

  • Process journal entries
  • Use standard journals
  • Use deferrals in journals
  • Correct journal entries
  • Set up checking documents and journals while you work

13 - Post periodic journal entries in Dynamics 365 Business Central

  • Allocate amounts
  • Set up bank export and import formats
  • Edit recurring journals in Excel

14 - Use general ledger allocations in Business Central

  • Set up allocation accounts
  • Use allocation accounts in documents
  • Use allocation accounts in journals

15 - Introduction to report components in Dynamics 365 Business Central

  • Report descriptions
  • Report properties and triggers
  • Data items and columns
  • Request page
  • Work with report labels
  • Report layouts

16 - Use the report design process in Dynamics 365 Business Central

  • Report design process
  • Use a snippet to create a report object

17 - Design the data model of a report in Dynamics 365 Business Central

  • Create report data items and their properties
  • Add columns to a report dataset
  • Link, order, and indent data items
  • Use a query to create a report dataset

18 - Add a layout to a report in Dynamics 365 Business Central

  • Add an RDLC layout to a report
  • Add a Word layout to a report
  • Add an Excel layout to a report

19 - Complete the report request page in Dynamics 365 Business Central

  • Design the request page
  • Design the request options page

20 - Add reports to Tell Me and substitute a report in Dynamics 365 Business Central

  • Add reports to Tell Me
  • Substitute a report

21 - Use report triggers, functions, and processing-only reports in Dynamics 365 Business Central

  • Report trigger implementation flow
  • Use report functions
  • Create a processing-only report
  • Adding barcodes to a report

22 - Implement multilingual reports in Dynamics 365 Business Central

  • Create a report in the language of the user
  • Create a report in the language of the recipient
  • Define regional settings in reports

23 - Work with reports in Dynamics 365 Business Central

  • Preview and run reports
  • Set the layout used by a report
  • Set up printers

24 - Analyze list data using data analysis mode in Business Central

  • Prerequisites and getting started
  • Work with data analysis mode
  • Date hierarchies and pivot mode
  • Share data analysis

25 - Extend reports in Dynamics 365 Business Central

  • Anatomy of a report extension
  • Examples of report extensions

26 - Set up dimensions in Dynamics 365 Business Central

  • 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

27 - Introduction to Microsoft Power Platform and Business Central

  • Explore data connectors
  • Explore Business Central connectors
  • Get started with Power Apps
  • Get started with Power Automate
  • Embed Microsoft Power Platform in Business Central

28 - Create a canvas app based on Business Central data

  • Build an app using data
  • Build an app from blank
  • Make basic customizations in an app
  • Save, publish, and share an app
  • Embed an app

29 - Use Power Automate with Business Central

  • Explore Business Central triggers in Power Automate
  • Create a Power Automate flow from scratch
  • Create customer, vendor and item approvals in Power Automate
  • Create approvals in a general journal with Power Automate
  • Create documents approvals with Power Automate
  • Create Power Automate flows for different business scenarios
  • Create a button or instant flow in Power Automate
  • Run a Power Automate flow on a schedule
  • Troubleshoot and monitor flows

30 - Use model-driven apps and Dataverse with Business Central

  • Identify entities and fields in Microsoft Dataverse
  • Create an entity and connection to import data from Business Central
  • Get started with model-driven apps
  • Explore the user interface and logic in model-driven apps
  • Create a model-driven app based on Business Central data

31 - Create a custom connector to extend Microsoft Power Platform functionalities with Business Central

  • Create a custom connector for Business Central
  • Use Business Central custom connector from Power Apps
  • Use a Business Central custom connector in Power Automate
  • Share Business Central custom connector across the organization

32 - Introduction to integrating Dataverse with Dynamics 365 Business Central

  • Create an environment
  • Start with Dataverse
  • Extend Dataverse
  • Base Integration Solution

33 - Get started with the Shopify connector in Dynamics 365 Business Central

  • Create a Shopify account
  • Activate test payments
  • Install the Shopify app in Business Central
  • Prerequisites to proceed with the course

34 - Set up cash management in Dynamics 365 Business Central

  • 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
  • Consolidate customer and vendor balances
  • Set up payment registration
  • Enable customer payments through payment services

35 - Set up the chart of accounts in Dynamics 365 Business Central

  • Use the chart of accounts
  • Set up account categories and subcategories
  • Maintain the chart of accounts
  • Review general ledger entries

36 - Perform a bank reconciliation in Dynamics 365 Business Central

  • Post the bank account reconciliation
  • Import a bank statement
  • Reconcile bank accounts with Copilot
  • Undo a bank account reconciliation

37 - Set up payment reconciliation journals in Dynamics 365 Business Central

  • Set up number series
  • Set up automatic payment application and payment application rules
  • Set up bank statement file import

38 - Use the payment reconciliation journal in Dynamics 365 Business Central

  • Reconcile payments by using automatic applications
  • Map text on recurring payments
  • Post and reconcile the payment reconciliation

39 - 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

40 - Set up number series and trail codes in Dynamics 365 Business Central

  • Assign number series and number series relationships
  • Set up trail codes

41 - Set up posting groups in Dynamics 365 Business Central

  • Allow multiple posting groups for customers and vendors
  • Set up and assign inventory posting groups
  • General posting groups
  • Configure the general posting setup

42 - Set up dimensions in Dynamics 365 Business Central

  • 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

43 - Set up the chart of accounts in Dynamics 365 Business Central

  • Use the chart of accounts
  • Set up account categories and subcategories
  • Maintain the chart of accounts
  • Review general ledger entries

44 - Work with Trade master data in Microsoft Dynamics 365 Business Central

  • Set up units of measure
  • Assign characteristics to an item
  • Use Copilot to create AI-powered marketing texts
  • 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

45 - Set up Trade in Microsoft Dynamics 365 Business Central

  • Purchases and payables setup
  • Set up locations
  • Inventory setup

46 - Set up cash management in Dynamics 365 Business Central

  • 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
  • Consolidate customer and vendor balances
  • Set up payment registration
  • Enable customer payments through payment services

47 - Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central

  • 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
  • Print customer statements

48 - Suggest vendor payments in Dynamics 365 Business Central

  • Suggest payments by using vendor priority and available amounts
  • Pay invoices on their due date

49 - Use checks to pay vendors in Dynamics 365 Business Central

  • Print and post payables checks
  • Void a check

50 - Create items in Dynamics 365 Business Central

  • Create a new inventory item
  • Manage items, item categories, item attributes, and units of measure
  • Create items with variants
  • Create stock keeping units
  • Set up item templates
  • Create a new service item
  • Create a new non-inventory item

51 - Adjust inventory in Dynamics 365 Business Central

  • Adjust inventory with the item journal
  • Renumber document numbers and preview posting
  • Adjust inventory from the item list or item card
  • Adjust inventory with inventory documents
  • Count inventory with the physical inventory journal
  • Count inventory with physical inventory orders
  • Reclassify items with the item reclassification journal

52 - Get started with warehouse management in Dynamics 365 Business Central

  • Reasons to use warehouse management in Business Central
  • Set up a warehouse as a location
  • Set up a demo company with complete sample data
  • Configure a Warehouse Management System location
  • Create warehouse employees

53 - Set up zones and bins in Dynamics 365 Business Central

  • Set up a zone
  • Set up a bin
  • Create bin content

54 - Create new bins in Dynamics 365 Business Central

  • Set up bin templates
  • Create new bins with the bin creation worksheet

55 - Set up put-away templates in Dynamics 365 Business Central

  • Create a put-away template
  • Set up the default put-away template
  • Assign a put-away template to an item

56 - Configure bins on the location card in Dynamics 365 Business Central

  • Set up default bins for a location
  • Configure bin policies for a location

57 - Prepare warehouse management for item tracking in Dynamics 365 Business Central

  • Set up an item tracking code for the warehouse
  • Assign an item tracking code to an item

58 - Create sales documents in Dynamics 365 Business Central

  • 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

59 - Ship and invoice items in Dynamics 365 Business Central

  • Reverse a shipment
  • Invoice customers
  • Review posted sales documents
  • Reverse or correct a posted sales invoice
  • Process prepayment invoices for sales and purchases

60 - Manage sales price lists in Dynamics 365 Business Central

  • Set up price lists
  • Set up a sales price for one customer
  • Set up a sales price list for customer groups
  • Use special prices in sales orders
  • Copy sales prices

61 - Manage sales prices in Dynamics 365 Business Central

  • 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

62 - Set up discounts for your customers in Dynamics 365 Business Central

  • Use line discounts when selling items to customers
  • Set up invoice discounts
  • Use invoice discounts when selling items to customers
  • Manage the new sales pricing experience

63 - Promising sales order delivery in Dynamics 365 Business Central

  • Set up order promising
  • Promising sales order delivery

64 - User interface essentials in Dynamics 365 Business Central

  • App launcher
  • Business Central main pages
  • Search for Page or the Tell Me icon
  • Search for a record in your data
  • My settings
  • Get help
  • Tour Business Central
  • Different types of pages in the user interface
  • Use the Role Explorer
  • More user interface features

65 - Personalize the Microsoft Dynamics 365 Business Central user interface

  • Personalize the Role Center
  • Personalize list and card pages
  • Personalize document pages and add fields
  • Customize pages for profiles

66 - 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

67 - Change how documents look in Business Central

  • Overview of report and document layouts
  • Create and modify a custom report or document layout
  • Change which layout is currently used on a report
  • Define document layouts for customers and vendors
  • Implement report selections
  • Manage saved settings for reports
  • Set up printers

68 - 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

69 - Work with pages in Dynamics 365 Business Central

  • Get started with pages
  • Identify different page types
  • Configure the different page properties
  • Build a page layout by using controls
  • Link pages with page parts
  • Use snippets in Visual Studio Code to create pages
  • Set different control properties
  • Use the built-in rich text editor to enter data
  • Scan barcodes in the mobile app
  • Enable users to search for a page
  • Define actions on a page and its properties
  • Add existing hidden fields to pages

70 - Explore and modify information in Business Central

  • Work with date fields
  • Change existing data using keyboard shortcuts and Quick Entry
  • Add new and delete data
  • Change existing data by using Excel
  • Configure cloud storage in OneDrive

71 - Search, filter, sort, and select data in Business Central

  • Search data
  • Filter data
  • Use data analysis mode to query and analyze data
  • Use the Inspect Pages and Data feature

72 - Master, supplemental and personal data in Business Central

  • Review customer master data
  • Explore vendor master data
  • Get to know the item master data
  • Explore general ledger accounts
  • Deleting master data
  • Overview of supplemental data
  • How to handle personal data

73 - Create purchase documents in Dynamics 365 Business Central

  • Create a blanket order
  • Manage blanket purchase orders
  • Manage purchase orders
  • Describe responsibility centers

74 - Receive and invoice items in Dynamics 365 Business Central

  • Receive more items than ordered with over-receipt codes
  • Reverse a receipt
  • Process vendor invoices
  • Review posted purchase documents
  • Reverse or correct a posted purchase invoice

75 - Set up purchase prices and discounts in Dynamics 365 Business Central

  • Use special prices in purchase orders
  • Set up line discounts
  • Set up invoice discounts

76 - Post purchase item charges in Dynamics 365 Business Central

  • Process item charges in a purchase order
  • Process item charges in a purchase invoice
  • Analyze the direct unit cost of an item

77 - Estimate purchase order receipt dates in Dynamics 365 Business Central

  • Estimate purchase order receipts

78 - Set up returns management in Dynamics 365 Business Central

  • Set up purchase return order management
  • Return reasons

79 - Manage customer returns in Dynamics 365 Business Central

  • Return defective items to vendors

80 - Manage returns to vendors in Dynamics 365 Business Central

  • Apply exact cost reversing

81 - Create purchase documents in Dynamics 365 Business Central

  • Create a blanket order
  • Manage blanket purchase orders
  • Manage purchase orders
  • Describe responsibility centers

82 - Create sales documents in Dynamics 365 Business Central

  • 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

83 - Perform a bank reconciliation in Dynamics 365 Business Central

  • Post the bank account reconciliation
  • Import a bank statement
  • Reconcile bank accounts with Copilot
  • Undo a bank account reconciliation

84 - Set up assembly management in Dynamics 365 Business Central

  • Set up warehouses for assembly

85 - Set up assembly items in Dynamics 365 Business Central

  • Set up an assembly bill of material

86 - Assemble to order in Dynamics 365 Business Central

  • Sell inventory items in assemble-to-order flows
  • Assembly quotes

87 - Assemble to stock in Dynamics 365 Business Central

  • Replenish assembly items from the planning worksheet

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Class Dates & Times

Class times are listed Central time

This is a 5-day class

Price: $2,995.00

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