MB-800: Microsoft Dynamics 365 Business Central Functional Consultant

This training will give you the skills you need to understand use cases for Business Central modules and Integration and Automation scenarios. During the course you will learn how to set up Business Central and Configure Financials, Sales & Purchasing, and Operations.

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.

Audience:

This course is designed for functional consultants working with Dynamics 365 Business Central, or functional consultants who work with other Dynamics 365 apps who want to expand their knowledge of Business Central.

Prerequisites

Delegates should have applied knowledge of Business Central and have an understanding of industry terminology, priorities, standards, methodologies, and best practices. 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.

Skills gained

  • Understand use cases for Business Central modules
  • Set up Business Central
  • Configure Financials

Course outline

 

Module 1: Introduction to Business Central

  • 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

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

Module 3: Configure Financials

  • 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

  • Set up Inventory
  • Configure sales pricing and discounts
  • Configure purchase pricing and discounts
  • Configure Salespeople and Purchasers

Module 5: Operations

  • Purchase items
  • Sell items
  • Order Promising
  • Process financial transactions
  • Inventory Costing

Module 6: Integration and Automation

  • Set up and manage approvals with workflows
  • Integrate Business Central with other applications
  • Connect Power Automate
  • Connect Power Apps
  • Connect Power BI

Certification

This course is recommended preparation for exam MB-800

Passin exam MB-800 will give you the Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate certification.

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