Microsoft Dynamics 365 Business Central Functional Consultant Course MB-800T00 (MB-800 Exam Prep)

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 Dynamics 365 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 Dynamics 365 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
• Use business documents with general journal templates

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

• Correct dimensions on posted entries
• 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 - 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

27 - 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

28 - 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

29 - 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

30 - 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

31 - Introduction to integrating Dataverse with Dynamics 365 Business Central

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

32 - 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 learning path

33 - 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

34 - 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

35 - 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

36 - Create purchase documents in Dynamics 365 Business Central

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

37 - 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

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 - 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

40 - 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

41 - 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

42 - 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

43 - Set up number series and trail codes in Dynamics 365 Business Central

• Assign number series and number series relationships
• Set up trail codes

44 - 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

45 - 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

46 - 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

47 - 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

48 - Set up Trade in Microsoft Dynamics 365 Business Central

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

49 - 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

50 - 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

51 - Suggest vendor payments in Dynamics 365 Business Central

• Suggest payments by using vendor priority and available amounts
• Pay invoices on their due date

52 - Use checks to pay vendors in Dynamics 365 Business Central

• Print and post payables checks
• Void a check

53 - 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

54 - 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

55 - 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

56 - Set up zones and bins in Dynamics 365 Business Central

• Set up a zone
• Set up a bin
• Create bin content

57 - Create new bins in Dynamics 365 Business Central

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

58 - 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

59 - Configure bins on the location card in Dynamics 365 Business Central

• Set up default bins for a location
• Configure bin policies for a location

60 - 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

61 - 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

62 - 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

63 - 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

64 - 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

65 - 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

66 - Promising sales order delivery in Dynamics 365 Business Central

• Set up order promising
• Promising sales order delivery

67 - 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
• Chat with Copilot
• Tour Business Central
• Different types of pages in the user interface
• Use the Role Explorer
• More user interface features

68 - 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

69 - 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

70 - 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

71 - 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

72 - 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

73 - 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

74 - 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

75 - Create purchase documents in Dynamics 365 Business Central

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

76 - 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

77 - 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

78 - 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

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

• Estimate purchase order receipts

80 - Set up returns management in Dynamics 365 Business Central

• Set up purchase return order management
• Return reasons

81 - Manage customer returns in Dynamics 365 Business Central

• Return defective items to vendors

82 - Manage returns to vendors in Dynamics 365 Business Central

• Apply exact cost reversing

83 - Set up assembly management in Dynamics 365 Business Central

• Set up warehouses for assembly

84 - Set up assembly items in Dynamics 365 Business Central

• Set up an assembly bill of material

85 - Assemble to order in Dynamics 365 Business Central

• Sell inventory items in assemble-to-order flows
• Assembly quotes

86 - Assemble to stock in Dynamics 365 Business Central

• Replenish assembly items from the planning worksheet

87 - Assemble for a project in Dynamics 365 Business Central

• Plan assembly items on projects
• Assemble items on projects
• Explode a BOM on project planning lines