MB-800T00: Microsoft Dynamics 365 Business Central Functional Consultant Course Overview

Course Prerequisites

Who Should Attend MB-800T00: Microsoft Dynamics 365 Business Central Functional Consultant Training

• ERP Functional Consultants
• Business Analysts
• Financial Managers
• System Administrators
• Implementation Specialists
• Solution Architects
• Project Managers in ERP domains
• IT Professionals transitioning to ERP roles
• Dynamics 365 Consultants
• 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

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