MB-800T00: Microsoft Dynamics 365 Business Central Functional Consultant Course Overview
MB-800T00: Microsoft Dynamics 365 Business Central Functional Consultant Course Overview
The MB-800T00: Microsoft Dynamics 365 Business Central Functional Consultant course equips participants with the expertise to manage and optimize Business Central’s core functionalities. Learners will master company configuration, security management, and financial setup, including chart of accounts, posting groups, and bank accounts. The course also covers sales, purchasing, and inventory management, emphasizing efficient workflows for quotations, orders, invoices, and journals. Participants will explore integration with Microsoft 365, reporting, approvals, and workflows. This MB-800 training prepares learners for the Business Central Functional Consultant certification, offering hands-on experience in customizing pages, processing financial documents, and handling operational tasks. Ideal for those seeking MB-800 certification, this course enhances ERP implementation and management skills.
Important Topics covered in MB-800T00: Microsoft Dynamics 365 Business Central Functional Consultant Training
Company Configuration and Setup: Proficiency in creating and configuring companies using Assisted Setup and configuration packages.
Security and Permissions Management: Experience in setting up users, creating permission sets, and managing security filters and user groups.
Financial Management: Expertise in configuring general ledger, setting up chart of accounts, managing posting groups, and implementing recurring journals.
Accounts Payable and Receivable: Skill in setting up vendor and customer accounts, managing payment journals, and processing cash receipt journals.
Inventory and Sales/Purchasing Configuration: Ability to configure inventory settings, manage item attributes, and handle sales and purchase order processes.
Business Process Workflows: Competence in setting up native workflows and approval processes for operational efficiency.
Integration with Microsoft 365 and Power Platform: Knowledge of integrating Business Central with Excel, OneDrive, Outlook, Power BI, and Teams.
Operational Processing: Ability to process quotations, purchase and sales orders, shipments, invoices, and credit memos.
Customizing and Personalizing Pages: Proficiency in designing and customizing Business Central pages and using filters for data updates.
Financial Reporting and Analysis: Experience in generating financial reports, configuring report layouts, and analyzing telemetry for operational insights.
These points highlight your expertise in handling key Business Central functionalities essential for ERP consulting roles.
To ensure a successful learning experience in the MB-800T00: Microsoft Dynamics 365 Business Central Functional Consultant course, participants should meet the following minimum prerequisites:
Basic understanding of Business Central, Microsoft 365, and Outlook
Administrator rights in Business Central and Microsoft 365
These prerequisites are intended to provide a foundational knowledge base that will allow participants to grasp the course material more effectively. Individuals with a willingness to learn and a keen interest in business process optimization through IT solutions are encouraged to enroll.
Exam Information
Exam Component
Details
Exam Name
MB-800T00: Microsoft Dynamics 365 Business Central Functional Consultant
Small Business Owners using Business Central for operations management
What you will Learn in this MB-800T00: Microsoft Dynamics 365 Business Central Functional Consultant Training
The MB-800T00: Microsoft Dynamics 365 Business Central Functional Consultant course equips learners with expertise in configuring, managing, and performing core Business Central operations. Participants will gain hands-on experience in financials, sales, purchasing, and integration.
Key Learning Objectives and Outcomes:
Set up and configure Business Central, including creating a company and managing data migration.
Manage user roles, permissions, and security filters for system security.
Configure financial management features such as General Ledger, journals, and posting groups.
Manage accounts payables and receivables, including customer and vendor records.
Configure sales and purchasing workflows, including inventory and pricing setups.
Perform Business Central operations like managing quotations, orders, and shipments.
Customize pages and use features like job queues and report layouts.
Integrate Business Central with Microsoft 365 and Power Platform tools.
Implement workflows for approvals and set up notification systems.
Analyze financial data and create reports using ledger entries and dimensions.
Course Outline
Module 1: Set up Business Central (15–20%)
Create and configure a company
Create a company in Business Central
Create a company by using Assisted Setup
Describe the use cases and capabilities of configuration packages
Create a configuration worksheet
Create and use a configuration package
Create journal opening balances
Migrate data
Manage security
Create and manage user profiles
Set up a new user
Create and assign permission sets and permissions
Apply security filters
Manage user permissions by using security groups
Set up core functionality
Set up company information
Set up reports and configure report layouts
Set up and use job queues
Set up email accounts
Set up number series
Set up dimensions
Set up dimensions and dimension values
Set up global dimensions and shortcut dimensions
Set up default dimensions for master data
Set up blocking combinations of dimensions and dimension values
Describe the Dimension Correction Tool
Set up default dimensions for account types
Set up default dimension priorities
Manage approvals by using workflows
Set up native workflows
Set up a notification system
Set up users for approval and workflow user groups
Describe Business Central integrations with other products
Describe use cases for Microsoft 365 integration, including Microsoft Excel, OneDrive, Outlook,
Teams, and Word
Describe uses cases for Microsoft Power Platform integration
Module 2: Configure financials (30–35%)
Set up Finance Management
Configure General Ledger setup
Configure accounting periods
Set up payment terms
Manage the chart of accounts
Set up general ledger account card
Create account categories and subcategories
Create financial reports based on the Account Categories field and statistical accounts
Set up posting groups
Create specific posting groups including bank, customer, vendor, and inventory posting groups
Create general posting groups
Configure General Posting Setup
Configure Inventory Posting Setup
Set up journals and bank accounts
Set up bank accounts
Create journal templates, including no. Series
Create batches
Implement recurring journals
Set up Accounts Payables
Create vendor accounts, including payment terms, vendor bank accounts, and related records
Configure Purchases & Payables Setup
Set up payment journals
Describe the relationship between vendors, vendor ledger entries, and detailed vendor ledger entries
Set up accounts receivables
Create customer accounts
Configure Sales & Receivables Setup
Set up cash receipt journals
Set up payment registration
Configure customer payment methods
Describe the relationship between customers, customer ledger entries, and detailed customer ledger entries
Module 3: Configure sales and purchasing (15–20%)
Set up inventory
Configure inventory set up
Manage items, including item categories, item attributes, and units of measure
Create locations
Describe the relationship between items, item ledger entries, and value entries
Differentiate between costing methods
Configure master data for sales and purchasing
Configure core customer settings including shipping agents, locations, and shipping addresses
Configure core vendor settings including order address, lead time, and locations
Configure pricing and discounts
Manage vendor purchase prices
Manage purchase line and invoice discounts
Manage customer sales prices
Manage sales line and invoice discounts
Module 4: Perform Business Central operations (30–35%)
Perform basic tasks in Business Central
Differentiate between designing, customizing, and personalizing pages
Customize pages
Apply and save filters
Find documents and related entries
Use the Inspect pages and data feature
Perform data updates by using the Edit in Excel feature
Attach and share files by using Microsoft OneDrive
Describe and analyze telemetry
Process purchases
Manage quotations
Create a purchase order
Receive items for a purchase order
Describe the over-receipt feature
Undo a receipt
Create a posted invoice from a purchase order
Configure recurring purchase lines
Manage blanket purchase orders
Process sales
Manage quotations
Convert a sales quote into a sales order or sales invoice
Analyze item availability
Ship items for a sales order
Undo shipments
Create a sales invoice from a sales order
Configure recurring sales lines
Manage blanket sales orders
Process financial documents
Process purchase invoices
Process purchase credit memos
Process sales invoices
Process sales credit memos
Combine sales shipments into a single sales invoice
Combine purchase receipts into a single purchase invoice
Correct a posted purchase invoice
Correct a posted sales invoice
Release and reopen documents
Process prepayment invoices for purchases and sales
Process payments and journals
Process payments by using payment journals
Process receipts by using the cash receipt journal
Process payment registrations
Apply ledger entries and undo applied entries
Reverse posted journals
What makes Koenig Solutions a Compelling Choice for MB-800T00: Microsoft Dynamics 365 Business Central Functional Consultant Training?
Who Should Attend MB-800T00: Microsoft Dynamics 365 Business Central Functional Consultant Training
Small Business Owners using Business Central for operations management
What you will Learn in this MB-800T00: Microsoft Dynamics 365 Business Central Functional Consultant Training
The MB-800T00: Microsoft Dynamics 365 Business Central Functional Consultant course equips learners with expertise in configuring, managing, and performing core Business Central operations. Participants will gain hands-on experience in financials, sales, purchasing, and integration.
Key Learning Objectives and Outcomes:
Set up and configure Business Central, including creating a company and managing data migration.
Manage user roles, permissions, and security filters for system security.
Configure financial management features such as General Ledger, journals, and posting groups.
Manage accounts payables and receivables, including customer and vendor records.
Configure sales and purchasing workflows, including inventory and pricing setups.
Perform Business Central operations like managing quotations, orders, and shipments.
Customize pages and use features like job queues and report layouts.
Integrate Business Central with Microsoft 365 and Power Platform tools.
Implement workflows for approvals and set up notification systems.
Analyze financial data and create reports using ledger entries and dimensions.
Course Outline
Module 1: Set up Business Central (15–20%)
Create and configure a company
Create a company in Business Central
Create a company by using Assisted Setup
Describe the use cases and capabilities of configuration packages
Create a configuration worksheet
Create and use a configuration package
Create journal opening balances
Migrate data
Manage security
Create and manage user profiles
Set up a new user
Create and assign permission sets and permissions
Apply security filters
Manage user permissions by using security groups
Set up core functionality
Set up company information
Set up reports and configure report layouts
Set up and use job queues
Set up email accounts
Set up number series
Set up dimensions
Set up dimensions and dimension values
Set up global dimensions and shortcut dimensions
Set up default dimensions for master data
Set up blocking combinations of dimensions and dimension values
Describe the Dimension Correction Tool
Set up default dimensions for account types
Set up default dimension priorities
Manage approvals by using workflows
Set up native workflows
Set up a notification system
Set up users for approval and workflow user groups
Describe Business Central integrations with other products
Describe use cases for Microsoft 365 integration, including Microsoft Excel, OneDrive, Outlook,
Teams, and Word
Describe uses cases for Microsoft Power Platform integration
Module 2: Configure financials (30–35%)
Set up Finance Management
Configure General Ledger setup
Configure accounting periods
Set up payment terms
Manage the chart of accounts
Set up general ledger account card
Create account categories and subcategories
Create financial reports based on the Account Categories field and statistical accounts
Set up posting groups
Create specific posting groups including bank, customer, vendor, and inventory posting groups
Create general posting groups
Configure General Posting Setup
Configure Inventory Posting Setup
Set up journals and bank accounts
Set up bank accounts
Create journal templates, including no. Series
Create batches
Implement recurring journals
Set up Accounts Payables
Create vendor accounts, including payment terms, vendor bank accounts, and related records
Configure Purchases & Payables Setup
Set up payment journals
Describe the relationship between vendors, vendor ledger entries, and detailed vendor ledger entries
Set up accounts receivables
Create customer accounts
Configure Sales & Receivables Setup
Set up cash receipt journals
Set up payment registration
Configure customer payment methods
Describe the relationship between customers, customer ledger entries, and detailed customer ledger entries
Module 3: Configure sales and purchasing (15–20%)
Set up inventory
Configure inventory set up
Manage items, including item categories, item attributes, and units of measure
Create locations
Describe the relationship between items, item ledger entries, and value entries
Differentiate between costing methods
Configure master data for sales and purchasing
Configure core customer settings including shipping agents, locations, and shipping addresses
Configure core vendor settings including order address, lead time, and locations
Configure pricing and discounts
Manage vendor purchase prices
Manage purchase line and invoice discounts
Manage customer sales prices
Manage sales line and invoice discounts
Module 4: Perform Business Central operations (30–35%)
Perform basic tasks in Business Central
Differentiate between designing, customizing, and personalizing pages
Customize pages
Apply and save filters
Find documents and related entries
Use the Inspect pages and data feature
Perform data updates by using the Edit in Excel feature
Attach and share files by using Microsoft OneDrive
Describe and analyze telemetry
Process purchases
Manage quotations
Create a purchase order
Receive items for a purchase order
Describe the over-receipt feature
Undo a receipt
Create a posted invoice from a purchase order
Configure recurring purchase lines
Manage blanket purchase orders
Process sales
Manage quotations
Convert a sales quote into a sales order or sales invoice
Analyze item availability
Ship items for a sales order
Undo shipments
Create a sales invoice from a sales order
Configure recurring sales lines
Manage blanket sales orders
Process financial documents
Process purchase invoices
Process purchase credit memos
Process sales invoices
Process sales credit memos
Combine sales shipments into a single sales invoice
Combine purchase receipts into a single purchase invoice
Correct a posted purchase invoice
Correct a posted sales invoice
Release and reopen documents
Process prepayment invoices for purchases and sales
Process payments and journals
Process payments by using payment journals
Process receipts by using the cash receipt journal
Process payment registrations
Apply ledger entries and undo applied entries
Reverse posted journals
What makes Koenig Solutions a Compelling Choice for MB-800T00: Microsoft Dynamics 365 Business Central Functional Consultant Training?
