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 - 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

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

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

3 - 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

4 - 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

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 - Work with reports in Dynamics 365 Business Central

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

7 - 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

8 - 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

9 - 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

10 - Introduction to integrating Dataverse with Dynamics 365 Business Central

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

11 - 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

12 - 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

13 - 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

14 - 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

15 - 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

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

  • Set up general journal batches

17 - Post periodic journal entries in Dynamics 365 Business Central

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

18 - Set up Trade in Microsoft Dynamics 365 Business Central

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

19 - 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

20 - Create new bins in Dynamics 365 Business Central

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

21 - 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

22 - User interface essentials in Dynamics 365 Business Central

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

23 - Personalize the Microsoft Dynamics 365 Business Central user interface

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

24 - 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

25 - Change how documents look in Business Central

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

26 - 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

27 - 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

28 - 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
  • Enable users to search for a page
  • Define actions on a page and its properties
  • Add existing hidden fields to pages

29 - 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

30 - 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

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

  • Estimate purchase order receipts

32 - 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

33 - Create purchase documents in Dynamics 365 Business Central

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

34 - 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

35 - 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

36 - Set up returns management in Dynamics 365 Business Central

  • Set up purchase return order management
  • Return reasons

37 - Manage customer returns in Dynamics 365 Business Central

  • Return defective items to vendors

38 - 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

39 - 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

40 - 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

41 - Set up assembly management in Dynamics 365 Business Central

  • Set up warehouses for assembly

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Class Dates & Times

Class times are listed Eastern time
‘GTR’ = Guaranteed to Run

This is a 5-day class

Price: $2,975.00

Class dates not listed.
Please contact us for available dates and times.