Microsoft Dynamics 365 Business Central Functional Consultant MB800 | Dynamics Certification in Albany, NY

Microsoft Dynamics 365 Business Central Functional Consultant MB800 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Start your Free Dynamics 365 Business Central Trial

• Introduction - Create Your Own Business Central Account
• Sign in to Business Central
• Use a Demo Database
• Start a Trial with your Own Data
• Extend Your Trial and Subscribe or Unsubscribe your Organisation
• Exercise - Sign in to Business Central

Module 2: Introducing Microsoft Dynamics 365 Business Central

• Introduction to 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
• Exercises - Create a Customer and a New Office Furniture Item

Module 3: Customise Microsoft Dynamics 365 Business Central

• Introduction - Cloud Architecture for Business Central
• Tailor, Extend, And Build Applications

Module 4: Administer Dynamics 365 Business Central Online

• Introduction - Get Started with the Cloud Solution Provider Program
• 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

Module 5: Create New Companies in Business Central

• Introduction - Create New Companies with Setup Data
• 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
• Exercise - Create a Company with Demo Data

Module 6: Migrate Data to Business Central

• Introduction - Data Migration Concepts
• 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 Rapidstart Services
• Exercise - Create a New Customer Template

Module 7: Manage Users and Implement Security in Business Central

• Introduction - Add Users
• 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
• Exercise - Add a New User

Module 8: Set up Email in Dynamics 365 Business Central

• Introduction
• 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

Module 9: Integrate Business Central with Outlook

• Introduction
• 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
• Exercise - Set Up and Send Email

Module 10: Create Workflows in Dynamics 365 Business Central

• Introduction
• 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

Module 11: Use Approval Workflows in Dynamics 365 Business Central

• Introduction
• 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

Module 12: User Interface Essentials in Dynamics 365 Business Central

• Introduction to the User Interface - The App Bar
• 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
• Exercise - Assign Another Role Center, Use the Search for Page Icon, and Find and Use Keyboard Shortcuts

Module 13: Personalise the Microsoft Dynamics 365 Business Central User Interface

• Introduction - Personalise the Business Central User Interface
• Personalise the Role Center
• Personalise List and Card Pages
• Personalise Document Pages and Add Fields
• Exercise – Personalise the Customer List and Clear Personalisation

Module 14: Use Alternative Interfaces for Dynamics 365 Business Central

• Introduction
• Explore the User Interface on your Smartphone and Tablet
• Use the Outlook Interface for Business Central
• Use Microsoft Teams to Share Business Data
• Exercise - Use Outlook as your Business Central Inbox

Module 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
• Exercise - Change the Layout Currently Used on a Report

Module 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
• Analyse, Group, and Pivot Data on List Pages Using Data Analysis Mode
• Exercise - Create a Business Central Web Service to Use as a Power BI Data Source

Module 17: Migrate On-Premises Data to Dynamics 365 Business Central

• Introduction
• End-To-End Process of Migrating Data
• Run the Cloud Migration Tool
• Address Common Questions and Issues with Migrations

Module 18: Set Up General Ledger Configuration Options in Dynamics 365 Business Central

• Introduction
• 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

Module 19: Set up Number Series and Trail Codes in Dynamics 365 Business Central

• Introduction to Setting up Number Series
• Assign Number Series and Number Series Relationships
• Set Up Trail Codes
• Exercise - Create a Number Series

Module 20: Set up Posting Groups in Dynamics 365 Business Central

• Introduction - Set Up and Assign Specific Posting Groups
• Set Up and Assign Inventory Posting Groups
• General Posting Groups
• Configure the General Posting Setup
• Exercise - Set Up and Assign a Customer Posting Group

Module 21: Set up Dimensions in Dynamics 365 Business Central

• Introduction - Set Up Dimensions and Dimension Values
• 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
• Exercise - Set Up a Dimension with Dimension Values

Module 22: Set Up the Chart of Accounts in Dynamics 365 Business Central

• Introduction to Setting Up G/L Accounts
• Use the Chart of Accounts
• Set Up Account Categories and Subcategories
• Maintain the Chart of Accounts
• Review General Ledger Entries

Module 23: Set Up General Journal Templates in Dynamics 365 Business Central

• Introduction - Set Up General Journal Templates
• Set Up General Journal Batches

Module 24: Create and Process Journal Entries in Dynamics 365 Business Central

• Introduction - Create Journal Entries
• Process Journal Entries
• Use Standard Journals
• Correct Journal Entries
• Set Up Checking Documents and Journals While you Work
• Exercise - Create and Post a Journal Entry

Module 25: Post Periodic Journal Entries in Dynamics 365 Business Central

• Introduction to Recurring Journals
• Allocate Amounts
• Edit Recurring Journals in Excel
• Exercise - Create and Post a Recurring Journal

Module 26: Work with Trade Master Data in Microsoft Dynamics 365 Business Central

• Introduction
• 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
• Exercise - Create a New Item and A New Location and Link Them to a Vendor

Module 27: Set up Trade in Microsoft Dynamics 365 Business Central

• Introduction
• Purchases and Payables Setup
• Set Up Locations
• Inventory Setup

Module 28: Create Purchase Documents in Dynamics 365 Business Central

• Introduction - Create A Purchase Quote
• Create a Blanket Order
• Manage Purchase Orders
• Describe Responsibility Centers
• Exercise - Create and Process a Purchase Order and Review the Posted Documents

Module 29: Receive and Invoice Items in Dynamics 365 Business Central

• Introduction - Receive Items
• Reverse a Receipt
• Process Vendor Invoices
• Review Posted Purchase Documents
• Reverse or Correct a Posted Purchase Invoice

Module 30: Set Up Purchase Prices and Discounts in Dynamics 365 Business Central

• Introduction - Set Up Purchase Prices
• Use Special Prices in Purchase Orders
• Set Up Line Discounts
• Set Up Invoice Discounts

Module 31: Post Purchase Item Charges in Dynamics 365 Business Central

• Introduction - Set Up Item Charges
• Process Item Charges in a Purchase Order
• Process Item Charges in a Purchase Invoice
• Analyse the Direct Unit Cost of an Item

Module 32: Estimate Purchase Order Receipt Dates in Dynamics 365 Business Central

• Introduction - Set Up Order Promising
• Estimate Purchase Order Receipts

Module 33: Create Sales Documents in Dynamics 365 Business Central

• Introduction - Create A Sales Quote
• 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
• Exercise - Create a Sales Quote and Convert it to an Invoice, Create a Drop Shipment and Sell Catalog Items

Module 34: Ship and Invoice Items in Dynamics 365 Business Central

• Introduction - Ship Items to Customers
• Reverse a Shipment
• Invoice Customers
• Review Posted Sales Documents
• Reverse or Correct a Posted Sales Invoice
• Process Prepayment Invoices for Sales and Purchases

Module 35: Manage Sales Prices in Dynamics 365 Business Central

• Introduction - Set Up Sales Prices for a Customer
• 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
• Exercise - Create a Special Price for a Customer

Module 36: Set Up Discounts for your Customers in Dynamics 365 Business Central

• Introduction - Set Up Line Discounts
• Use Line Discounts When Selling Items to Customers
• Set Up Invoice Discounts
• Use Invoice Discounts When Selling Items to Customers
• Exercise - Set Up Invoice Discounts

Module 37: Promising Sales Order Delivery in Dynamics 365 Business Central

• Introduction - Sales Order Promising Key Concepts
• Set Up Order Promising
• Promising Sales Order Delivery

Module 38: Set Up Returns Management in Dynamics 365 Business Central

• Introduction - Set Up Sales Return Order Management
• Set Up Purchase Return Order Management
• Return Reasons

Module 39: Manage Customer Returns in Dynamics 365 Business Central

• Introduction - Replace Wrong Items
• Return Defective Items to Vendors
• Exercise - Return Items in Dynamics 365 Business Central

Module 40: Manage Returns to Vendors in Dynamics 365 Business Central

• Introduction - Register a Compensation Agreement with a Vendor
• Apply Exact Cost Reversing

Module 41: Set up Cash Management in Dynamics 365 Business Central

• Introduction - Create Bank Accounts
• 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

Module 42: Enter Payments in the Cash Receipt Journal and the Payment Journal in Dynamics 365 Business Central

• Introduction - Enter Payments
• 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
• Exercise - Register a Customer Payment

Module 43: Suggest Vendor Payments in Dynamics 365 Business Central

• Introduction - Suggest Vendor Payments
• Suggest Payments by Using Vendor Priority and Available Amounts
• Pay Invoices on Their Due Date
• Exercise - Suggest Vendor Payments for a Single Vendor

Module 44: Use Checks to Pay Vendors in Dynamics 365 Business Central

• Introduction - Enter and Post Payables Checks
• Print and Post Payables Checks
• Void A Check

Module 45: Perform a Bank Reconciliation in Dynamics 365 Business Central

• Introduction to and Completing the Reconciliation Process
• Post the Bank Account Reconciliation
• Import a Bank Statement
• Undo a Bank Account Reconciliation

Module 46: Set Up Payment Reconciliation Journals in Dynamics 365 Business Central

• Introduction to Setting Up Payment for Reconciliation Journals
• Set Up Number Series
• Set Up Automatic Payment Application and Payment Application Rules
• Set Up Bank Statement File Import

Module 47: Use the Payment Reconciliation Journal in Dynamics 365 Business Central

• Introduction - Import Bank Statements
• Reconcile Payments by Using Automatic Applications
• Map Text on Recurring Payments
• Post and Reconcile the Payment Reconciliation