MB-800T00 Microsoft Dynamics 365 Business Central Functional Consultant

Price
$2,995.00 USD

Duration
5 Days

Delivery Methods
Virtual Instructor Led
Private Group

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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.

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Course Prerequisites

A Dynamics 365 Business Central core functional consultant must have applied knowledge of Business Central and have an understanding of industry terminology, priorities, standards, methodologies, and best practices. The consultant must have applied knowledge of meeting business needs by using Dynamics 365 Business Central, including basic understanding of financial management, sales, purchasing, and inventory. The consultant's 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.

Agenda

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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