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MB800 Course Contents

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0% found this document useful (0 votes)
43 views5 pages

MB800 Course Contents

Uploaded by

emad.alhoula
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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MB-800T00: Microso.

Dynamics 365 Business Central Func=onal Consultant Course


Overview (Dura=on : 5 Days / 8 hours per day)

Module 1: Introduc=on to Business Central


• Describe use cases and common features for Business Central modules
• Technology overview
• Navigate the user interface
• Perform basic user tasks in Business Central
• Master Data
• Sales and Purchase processes

Module 2: Applica=on Setup


i. Create and configure a new company
ž Create a new company by using the Assisted Setup
ž Copy a company
ž Copy data from an exis=ng company

ii. Migrate data to Business Central


ž Overview
ž Migrate data by using the Assisted Setup
ž Create a configura=on worksheet
ž Create configura=on ques=onnaires
ž Use configura=on packages
ž Migrate data by using the Edit in Excel feature
ž Create journal opening balances

iii. Manage Security


ž Set up new users and user groups
ž Create and assign permission sets
ž Apply security filters
ž Create and manage user profiles
ž Perform user-specific setup
iv. Set up core app functionality
ž Set up company informa=on
ž Set up printers
ž Set up reports
ž Set up and use job queues
ž Set up email
ž Set up number series
ž Set up base calendars
ž Set up change log

Module 3: Configure Financials


i. Set up Finance Management
ž Configure accoun=ng periods
ž Configure the general ledger setup
ii. Set up the Chart of Accounts
ž Create G/L accounts
ž Create account categories and subcategories

iii. Set up posting groups


ž Overview
ž Create specific pos=ng groups
ž Create general pos=ng groups
ž Configure general pos=ng setup op=ons
ž Set up VAT Pos=ng Groups
ž Configure the VAT Pos=ng Setup
iv. Set up dimensions
ž Overview
ž Set up dimensions and dimension values
ž Set up global and shortcut dimensions
ž Set up default dimensions
ž Block combina=ons
ž Define default dimension priori=es
v. General Journals
ž Overview
ž Create general journal templates
ž Create general journal batches

vi. Set up currencies


ž Set up currencies
ž Update exchange rates

vii. Set up Cash Management


ž Set up bank accounts
ž Set up bank imports and exports
ž Set up payment reconcilia=on journals
ž Set up payment applica=on rules
ž Explore data exchange defini=ons

viii. Set up Accounts Payables


ž Create vendor accounts
ž Create Payment Terms
ž Configure Payment Methods
ž Merge vendor accounts
ž Configure the purchases and payables setup
ž Set up payment journals
ž Set up vendor bank accounts
ž Create document sending profiles

ix. Set up Accounts Receivables


ž Create customer accounts
ž Merge customer records
ž Configure the Sales & Receivables Setup
ž Set up cash receipt journals
ž Set up payment registra=on
ž Set up customer bank accounts
ž Enable customer payments through payment services
ž Rela=onship between customer and customer ledger entries

Module 4: Configure Sales and Purchasing


i. Set up Inventory
ž Create customer accounts
ž Merge customer records
ž Configure the Sales & Receivables Setup
ž Set up cash receipt journals
ž Set up payment registra=on
ž Set up customer bank accounts
ž Enable customer payments through payment services
ž Rela=onship between customer and customer ledger entries

ii. Configure sales pricing and discounts


ž Create customer-specific discounts
ž Create customer-specific prices
ž Pricing customer groups
ž Best price calcula=on

iii. Configure purchase pricing and discounts


ž Configure purchase prices
ž Configure purchase discounts

iv. Configure Salespeople and Purchasers


ž Configure salespeople
ž Assign a salesperson to a customer
ž Configure purchasers
ž Assign a purchaser to a vendor

Module 5: Opera=ons
i. Purchase items
ž Create quota=ons
ž Convert a quota=on into a purchase order
ž Receive items associated with a purchase order
ž Over-receive items
ž Reverse a receipt
ž Invoice items
ž Review a purchase transac=on
ž Configure recurring purchase lines
ii. Sell items
ž Create quota=ons
ž Convert a quota=on into an order or invoice
ž Analyze item availability
ž Ship items
ž Reverse shipments
ž Invoice items
ž Configure recurring sales lines
ž Post and review a sales transac=on

iii. Order Promising


ž Process customer payments
ž Process payments to vendors
ž Unapply entries
ž Reconcile bank accounts
ž Process journal entries
ž Reverse posted journals

iv. Financial Transactions


ž Process purchase invoices
ž Reverse or correct a posted purchase invoice
ž Process sales invoices
ž Reverse or correct a posted sales invoice
ž Combine order shipments for invoicing
ž Process payments journals
ž Suggest vendor payments
ž Unapply entries
ž Reverse posted journals
ž Describe bank reconcilia=ons
ž Create and process journal entries
ž Process periodic entries using standard journals
v. Inventory Costing
ž Create and manage inventory periods
ž Describe the inventory batch pos=ng process
ž Describe cos=ng methods

Module 6: Integra=on and Automa=on


i. Set up and manage approvals by using workflows
ž Explore workflow in Business Central
ž Create workflows
ž Set up approval users
ž Set up no=fica=ons
ž Use approval workflows

ii. Integrate Business Central with other applications


ž Integrate Business Central with Office apps
ž Describe use cases for integra=ng Business Central with Microso. Teams and
Microso. Office
ž Describe use cases for AppSource (Marketplace)
ž Configure integra=on between Business Central and Microso. Dataverse
ž Describe use cases connec=ng to Dynamics 365 Sales

iii. Connect Power Automate


ž Describe use cases for enhancing Business Central by using Power Automate
ž Describe the process for crea=ng flows and using standard connectors
ž Use embedded (built-in flows in Business Central) Power Automate flows

iv. Connect Power Apps


ž Describe use cases for enhancing Business Central by using Power Apps
ž Create Power App with Standard API
v. Connect Power BI
ž Consume Power BI reports within Business Central
ž Consume Business Central data by using Odata in Power BI Desktop

Day 5 : Workshop Demo

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