MB-800: Microsoft Dynamics 365 Business Central Functional Consultant (beta)

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Summary

  • intermediate
  • dynamics-365
  • power-platform
  • dynamics-business-central
  • In response to the coronavirus (COVID-19) situation, Microsoft is implementing several temporary changes to our training and certification program. Learn more.A Dynamics 365 Business Central core application Functional Consultant implements and configures the Business Central app, including setting up core app functionality, modules, and migrating data to Business Central. Consultants configure the user interface in collaboration with the implementation team to provide the business with manageability and ease of navigation. They configure role centers, including adapting insights, cues, action tiles, reports, charts, and extending Business Central by using Power Platform components.Note: This exam will be available in October 2020.

Learning paths

1 hr 55 min
Are you using Trade in Business Central? This learning path discusses the setup requirements and how to start using Trade in Business Central.

Modules in this learning path

  • Work with Trade master data in Microsoft Dynamics 365 Business Central
    7 Units
    1 hr 14 min

    Learn about the master data that is important when you work with Trade in Business Central. This module also provides an overview of items, customers, and vendors.

  • Set up Trade in Microsoft Dynamics 365 Business Central
    6 Units
    41 min

    Do you plan on using Trade in Business Central? If so, this module explains how you can set up the Trade application area in Business Central and how to create locations.

1 hr 38 min
Do you want to find out how to reconcile bank accounts in Business Central? The bank reconciliation feature and reconciliation journals are discussed in this learning path.

Modules in this learning path

  • Perform a bank reconciliation in Dynamics 365 Business Central
    5 Units
    39 min

    Do you want to find out how to reconcile bank accounts in Dynamics 365 Business Central? If so, then this module is for you. The bank reconciliation feature is used to check the bank ledger entries and the balance on the accounts against the statement from the bank.

  • Set up payment reconciliation journals in Dynamics 365 Business Central
    4 Units
    25 min

    Do you want to know how to set up payment reconciliation journals in Dynamics 365 Business Central? This module will focus on how to set up payment reconciliation journals. It also explains how to modify payment application rules to automatically apply payment lines.

  • Use the payment reconciliation journal in Dynamics 365 Business Central
    6 Units
    34 min

    Do you want to discover how to use payment reconciliation journals in Business Central? If so, then follow this module, which shows how to use the payment reconciliation journal to import bank statements and automatically match payments. This module also explains how you can post and reconcile the payment lines.

3 hr 13 min
Do you want to use Business Central for financial management? Then, this learning path is for you. It discusses the setup of number series, audit trail codes, posting groups, dimensions and the chart of accounts.

Modules in this learning path

  • Set up number series and trail codes in Dynamics 365 Business Central
    6 Units
    42 min

    Do you need to set up number series for documents, journals, and other records? This module explains how to set up number series and how to number documents, journals, and master data. Additionally, it shows you how to create and use source codes and reason codes in Dynamics 365 Business Central.

  • Set up posting groups in Dynamics 365 Business Central
    7 Units
    49 min

    Do you want to know what posting groups do and how they are used in Business Central? This module will explain what posting groups are and what they are used for in Dynamics 365 Business Central. Additionally, this module focuses on showing you how to set up posting groups to create links between accounts in the different application areas to the G/L accounts in the General Ledger application area.

  • Set up dimensions in Dynamics 365 Business Central
    10 Units
    1 hr 5 min

    If you are responsible for financial reporting, then follow along with this module to learn how to set up dimensions. Dimensions are used to group posted entries for reporting purposes. Dimensions can be used throughout Business Central on entries in journals, documents, and budgets. Additionally, dimensions offer more extensive analysis and reporting functionalities.

  • Set up the chart of accounts in Dynamics 365 Business Central
    5 Units
    37 min

    Do you want to know how to set up the chart of accounts in Business Central? This module will focus on managing the chart of accounts. The Chart of Accounts list provides quick access to G/L accounts and balances, and the budgets feature provides a comparison between actual amounts and budgeted amounts by using a combination of G/L accounts, periods, and dimensions.

4 hr 49 min
If you sell items or services to customers, this learning path can help you learn how to use Business Central to manage the sales process.

Modules in this learning path

  • Create sales documents in Dynamics 365 Business Central
    11 Units
    1 hr 44 min

    Do you need to create sales documents like quotes, orders and invoices? This module will provide basic information you should know to create these documents in Dynamics 365 Business Central.

  • Ship and invoice items in Dynamics 365 Business Central
    5 Units
    42 min

    Do you want to know how to ship items and invoice sales documents in Business Central? This module will focus on how to ship items to customers, and how to invoice items and services to customers.

  • Manage sales prices in Dynamics 365 Business Central
    8 Units
    53 min

    If you are responsible for managing item sales prices, complete this module about how to set up and maintain sales prices for items. It provides an overview of the conditions that can be uses for special prices and how to target individual customers or customer groups. It also explains how to use special prices in sales quotes and sales orders.

  • Set up discounts for your customers in Dynamics 365 Business Central
    7 Units
    43 min

    Do you offer sales discounts? This module focuses on how to set up and use sales discounts in Business Central.

  • Promising sales order delivery in Dynamics 365 Business Central
    5 Units
    47 min

    Do you want to calculate item delivery dates? This module will focus on sales order promising. It explains the date fields on sales orders and the relationships between them, with the primary objective to calculate item delivery dates.

1 hr 25 min
Do you need to return items to vendors and accept returns from customers? This path will help you learn how to process returns.

Modules in this learning path

  • Set up returns management in Dynamics 365 Business Central
    5 Units
    26 min

    Do you need to handle sales and purchase returns? In this module, learn how to set up returns management in Dynamics 365 Business Central.

  • Manage customer returns in Dynamics 365 Business Central
    5 Units
    37 min

    Do you need to learn how Business Central handles sales returns? Learn how to enter return agreements and process and post return documents. You will also learn about return orders, and how to enter replacement items on a sales return order.

  • Manage returns to vendors in Dynamics 365 Business Central
    4 Units
    22 min

    Do you need to return items to a vendor? This module focuses on how to process returns to vendors.

3 hr 5 min
Are you interested in Business Central? If you are, this learning path provides a good introduction. It discusses how to set up a trial, provides some basic information about what's available, and shows some personalization options you can make to customize Business Central for your use.

Modules in this learning path

  • Start your free Dynamics 365 Business Central trial
    8 Units
    54 min

    Do you want to try, explore, and evaluate Business Central? Do you need a Business Central trial to facilitate your learning process? This module provides information on how to set up a free Business Central trial version. Additionally, this module explains how to create your Business Central account, how to use a demo database, how to start a trial with your own data, and how to subscribe your organization.

  • Introducing Microsoft Dynamics 365 Business Central
    14 Units
    1 hr 41 min

    Built and optimized for small and medium businesses, Microsoft Dynamics 365 Business Central is an application for companies that have outgrown their entry-level business applications or are replacing outdated legacy systems and need an end-to-end solution for financials, sales, service, and operations. This module introduces Business Central as a cloud end-to-end business solution.

  • Customize Microsoft Dynamics 365 Business Central
    4 Units
    30 min

    Business Central is a modern business platform that you can extend and customize to fit your specific needs with little to no code development. This module will show you some of the available possibilities to tailor your solution for your customer’s needs.

4 hr 42 min
Are you new to Business Central? If you are, this path will help you get started. It discusses how to create new companies, implement security, migrate data from other systems, and integrate Outlook with Business Central.

Modules in this learning path

  • Administer Business Central online
    9 Units
    47 min

    Learn how to administer your Business Central environment and tenants, from joining the Cloud Solution Provider program to configuring monitoring.

  • Create new companies in Business Central
    6 Units
    37 min

    Learn how to create and set up new companies efficiently in Business Central.

  • Migrate data to Business Central
    9 Units
    1 hr 11 min

    After creating a new company, you can migrate your data to Business Central.

  • Manage users and implement security in Business Central
    9 Units
    1 hr 7 min

    Learn how to manage users and implement security in Business Central.

  • Integrate Business Central with email and Outlook
    9 Units
    1 hr 0 min

    Learn how to integrate Business Central with Outlook to send email to your users.

2 hr 27 min
Do you want to learn about the Business Central user interface? This learning path shows you the user interface, and also how you can personalize it. It also discusses alternate interfaces such as a smartphone.

Modules in this learning path

  • User interface essentials in Dynamics 365 Business Central
    12 Units
    1 hr 14 min

    Understanding the user interface is essential to the efficient use of Business Central. This module shows you the components and possibilities of the Business Central interface.

  • Personalize the Microsoft Dynamics 365 Business Central user interface
    6 Units
    35 min

    The user interface for Business Central can be optimized for personal use. This module explains and demonstrates the personalization options that are available to users.

  • Use alternative interfaces for Dynamics 365 Business Central
    6 Units
    38 min

    The modern user interface experience for Business Central is not limited to the web client. Business Central comes out of the box with smartphone, tablet, and outlook interfaces.

2 hr 1 min
Do you need to create and post journal entries in Business Central? Then this path is for you. Setting up general journal templates, creating journal transactions including recurring transactions, and posting transactions are all discussed in the modules of this learning path.

Modules in this learning path

  • Set up general journal templates in Dynamics 365 Business Central
    4 Units
    30 min

    With general journals, users can enter data in general ledger accounts and other accounts, such as customer, vendor, and bank accounts. This module will focus on how to set up general journal templates and batches.

  • Create and process journal entries in Dynamics 365 Business Central
    7 Units
    48 min

    If you want to know how to use general journals, then this module can help. This module explains how to use general journals to post information into the general ledger and other accounts. You can also use the general journal to post cost allocations and other adjustments to the accounts, and then you can reverse and correct entries that are incorrect.

  • Post periodic journal entries in Dynamics 365 Business Central
    5 Units
    43 min

    When you frequently need to enter the same journal postings, Dynamics 365 Business Central provides recurring journals so you can post journal lines on a recurring basis. Additionally, when you use recurring journals, you can post cost allocations by using allocation keys that are based on amounts or percentages.

3 hr 4 min
Do you need to create purchase documents like purchase orders and purchase invoices? This learning path shows you how to create purchase documents and address things such as discounts and item charges.

Modules in this learning path

  • Create purchase documents in Dynamics 365 Business Central
    6 Units
    45 min

    Do you need to create purchase documents like blanket orders, orders, and invoices? This module will provide basic information that you should know to create these purchase documents in Business Central.

  • Receive and invoice items in Dynamics 365 Business Central
    5 Units
    32 min

    Do you want to know how to receive and invoice purchase documents in Business Central? This module will focus on how to receive items from vendors and how to process purchase invoices.

  • Set up purchase prices and discounts in Dynamics 365 Business Central
    6 Units
    36 min

    Do you need to set up item purchase prices and item discounts? If so, then follow along with this module, which will show you how. Additionally, this module provides an overview of the conditions that can be used for special prices. You will also learn how to set up and use purchase discounts.

  • Post purchase item charges in Dynamics 365 Business Central
    6 Units
    36 min

    Do you want to know how to process additional direct item costs, such as freight, in Business Central? This module shows how to process item charges in Business Central and how these charges affect the direct unit cost of an item.

  • Estimate purchase order receipt dates in Dynamics 365 Business Central
    4 Units
    35 min

    Do you want to estimate purchase order receipt dates? This module provides an overview of the date fields on purchase orders and explains the relationships between them.

2 hr 36 min
Do you receive payments from customers and pay vendors? This module will help you track both in cash management and process those transactions as necessary in Business Central.

Modules in this learning path

  • Set up cash management in Dynamics 365 Business Central
    4 Units
    25 min

    Cash management in Dynamics 365 Business Central is used to manage a company’s bank accounts. Before you can start processing bank transactions, you should first set up cash management by creating bank accounts and journals.

  • Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central
    9 Units
    1 hr 5 min

    Do you want to know how to manually process customer payments in Business Central? If so, then this module is for you. This module will focus on how to enter payments manually in the cash receipt journal and payment journal, and it will also explain how to apply payments.

  • Suggest vendor payments in Dynamics 365 Business Central
    6 Units
    35 min

    Do you need to prepare vendor payments? If so, follow along with this module to discover how to process open vendor ledger entries and create payment suggestions based on criteria such as due dates and vendor priorities. This module also describes the available options to pay vendors.

  • Use checks to pay vendors in Dynamics 365 Business Central
    5 Units
    31 min

    Do you want to know how to pay vendors by using checks? This module focuses on how to enter payment lines for manual checks, how to print computer checks, and how to financially void a check.

2 hr 50 min
Do you want to use Business Central with other applications or make data available in the cloud? Then, complete this learning path. It also includes a module about changing how documents look in Business Central.

Modules in this learning path

  • Change how documents look in Business Central
    9 Units
    1 hr 12 min

    Find out how to customize document layouts and reports in Business Central to follow your company’s guidelines and preferences

  • Configure Business Central for Excel and Power BI
    8 Units
    1 hr 1 min

    Make Business Central data available for easy reporting with Excel and intelligent analysis with Power BI.

  • Connect to the intelligent cloud with Dynamics 365 Business Central
    5 Units
    37 min

    Are you interested in exposing your Business Central data to the intelligent cloud? This module covers the required setup process and steps to view intelligent cloud insights in Business Central.