MB-800T00 Microsoft Dynamics 365 Business Central Functional Consultant

Price
$2,975.00 USD

Duration
5 Days

 

Delivery Methods
Virtual Instructor Led
Private Group

Add Exam Voucher
Click Here for
Purchasing Options

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 exam 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.

  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
  • Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Learning Credits: Learning Credits can be purchased well in advance of your training date to avoid having to commit to specific courses or dates. Learning Credits allow you to secure your training budget for an entire year while eliminating the administrative headache of paying for individual classes. They can also be redeemed for a full year from the date of purchase. If you have previously purchased a Learning Credit agreement with New Horizons, you may use a portion of your agreement to pay for this class.

Corporate Tech Pass: Our Corporate Tech Pass includes unlimited attendance for a single person, in the following Virtual Instructor Led course types: Microsoft Office, Microsoft Technical, CompTIA, Project Management, SharePoint, ITIL, Certified Ethical Hacker, Certified Hacking Forensics Investigator, Java, Professional Development Courses and more. The full list of eligible course titles can be found at https://www.newhorizons.com/eligible.

If you have questions about Learning Credits or our Corporate Tech Pass, please contact your Account Manager.

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 - Start your free Dynamics 365 Business Central trial

  • Sign in to Business Central
  • Use a demo database
  • Start a trial with your own data
  • Extend your trial and subscribe or unsubscribe your organization

2 - Introduction to the capabilities of Microsoft Dynamics 365 Business Central

  • Identify available subscription types for Business Central
  • Explore the relationship management functionality
  • Use Dynamics 365 Sales with Business Central
  • Discover supply chain management capabilities
  • Process and administer the purchase cycle
  • Process and administer the sales cycle
  • Send documents to customers
  • Explore how to administer jobs
  • Discover service management capabilities
  • Business Central manufacturing capabilities
  • Business Central Human Resources capabilities
  • In Microsoft 365 experience for Business Central

3 - Customize Microsoft Dynamics 365 Business Central

  • Tailor, extend, and build applications

4 - 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
  • Monitoring and analyzing telemetry
  • Analyze performance using the In-client performance profiler

5 - 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

6 - Migrate data to Business Central

  • Use the data migration assisted setup
  • Work with data templates
  • Import data from Excel
  • 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

7 - 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

8 - 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

9 - 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

10 - 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

11 - 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

12 - 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

13 - Personalize the Microsoft Dynamics 365 Business Central user interface

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

14 - 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

15 - 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

16 - 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

17 - 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

18 - 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

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

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

20 - Set up posting groups in Dynamics 365 Business Central

  • Set up and assign inventory posting groups
  • General posting groups
  • Configure the general posting setup

21 - 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

22 - 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

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

  • Set up general journal batches

24 - 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

25 - Post periodic journal entries in Dynamics 365 Business Central

  • Allocate amounts
  • Edit recurring journals in Excel

26 - Work with Trade master data in Microsoft Dynamics 365 Business Central

  • Set up units of measure
  • Assign characteristics to an item
  • 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

27 - Set up Trade in Microsoft Dynamics 365 Business Central

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

28 - Create purchase documents in Dynamics 365 Business Central

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

29 - Receive and invoice items in Dynamics 365 Business Central

  • Reverse a receipt
  • Process vendor invoices
  • Review posted purchase documents
  • Reverse or correct a posted purchase invoice

30 - 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

31 - 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

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

  • Estimate purchase order receipts

33 - 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

34 - 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

35 - 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

36 - 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

37 - Promising sales order delivery in Dynamics 365 Business Central

  • Set up order promising
  • Promising sales order delivery

38 - Set up returns management in Dynamics 365 Business Central

  • Set up purchase return order management
  • Return reasons

39 - Manage customer returns in Dynamics 365 Business Central

  • Return defective items to vendors

40 - Manage returns to vendors in Dynamics 365 Business Central

  • Apply exact cost reversing

41 - 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
  • Set up payment registration
  • Enable customer payments through payment services

42 - 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

43 - Suggest vendor payments in Dynamics 365 Business Central

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

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

  • Print and post payables checks
  • Void a check

45 - Perform a bank reconciliation in Dynamics 365 Business Central

  • Post the bank account reconciliation
  • Import a bank statement
  • Undo a bank account reconciliation

46 - 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

47 - 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
 

Get in touch to schedule training for your team
We can enroll multiple students in an upcoming class or schedule a dedicated private training event designed to meet your organization’s needs.

 



Do You Have Additional Questions? Please Contact Us Below.

contact us contact us 
 
Contact Us about Starting Your Business Training Strategy with New Horizons