Length
3 Days
Price
$2,200
Audience
End User
On Demand
NA
This Revision
MB-800
Technology
Microsoft Dynamics 365 Business Central
Delivery Method
Online 'Live' Class
Language
English

MB-800: Microsoft Dynamics 365 Business Central Functional Consultant

 

This course is designed to introduce candidates to the fundamental topics of Microsoft Dynamics 365 Business Central.

 

Including:

  •     The basics of Dynamics 365 Business Central and how it fits in the Microsoft 365 landscape
  •     The Functional Areas of Business Central
  •     Setting up and Configuring Business Central
  •     Navigating Business Central
  •     Configuring Users and working with Role Centres
  •     Working with the Sales features
  •     Working with the Financials features
  •     Reporting Capabilities
  •     Integration Capabilities

 

At Course Completion

After completing this course, students will be able to:

  • Understand the modules and features that exist in Microsoft Dynamics 365 Business Central
  • Where Microsoft Dynamics 365 Business Central fits in the Microsoft 365 Ecosystem
  • Understand different migration scenarios, tools and how to set up your company
  • Know how to setup and configure Users, Profiles and Roles in the Role Center
  • Understand the features that exist in the Sales module
  • Undertand the features that exist in Service Management module
  • Undertand the features that exist in Financials module
  • Run Sales and Financials Reports
  • Personalise the User experience
  • Create basic customizations to support company data capture requirements and business processes
  • Be aware of the integration possibilities including Power Apps, Power BI, Power Automate

 

 

An Introduction to Business Central

In this module provides the attendee with an introduction to the concepts of Microsoft Dynamics 365 Business Central.

 

  • The Dynamics 365 Ecosystem
  • Where Business Central fits
  • Business Central Licensing
  • Azure and Microsoft 365 considerations
  • The Basic Areas
  • Specialized Areas
  • Accessing the Environment
  • The Demo Company
  • Company Setup


Lab 1: Set up your Business Central Lab Environment


Initial Setup and Configuration

This module presents some of the most common features that require setup and configuration in Microsoft Dynamics 365 Business Central.

 

  • The Assisted Setup
  • Migration from other Financial Systems
  • RapidStart
  • Excel Integration
  • Logging on
  • Settings
  • Personalization
  • Notifications
  • Dates and Filters
  • Navigation
  • Role Centre
  • Navigation Pane
  • List Pages
  • Ribbon
  • Fact Boxes
  • Pages
  • List Views
  • Card Views
  • Reports Overview


Lab 1: Working with the Assisted Setup


Lab 2: Explore Business Central


Users and Personalization

This module highlights how to setup Users and the Role Centre in Microsoft Dynamics 365 Business Central.

 

  • An introduction to Business Central Security
  • Configure User Access
  • Profiles
  • The Role Centre
  • Creating Dashboards for Roles



Lab 1: Configure Users and the Role Center


Working with Business Central

In this module we will start to look at working with Microsoft Dynamics 365 Business Central. We introduce the Sales, Service and Financials modules as well as present the purchase order process, and how to run reports and the significance of AI.    



  • An Introduction to Financials
  • Items and Categorization
  • Sales Orders Overview
  • Service Management Overview
  • Purchase Orders Overview
  • Reporting Capabilities
  • Artificial Intelligence



Lab 1: Exploring the Business Central Modules

 

Sales for Business Central

This module is designed to introduce the Sales features in Microsoft Dynamics 365 Business Central.

 

  • An overview of the capabilities of the Sales module in Microsoft Dynamics 365 Business Central
  • Working with Customers, Sales Orders, Quotes and Invoices
  • Exploring all of the Sales features
  • Customer Cards
  • Registering Customers
  • Sales Codes
  • Creating Sales Quotes
  • Sending Sales Quotes to Customers
  • Converting a Sales Quote to an Order
  • Converting a Sales Quote to an Invoice
  • Working with Catalogue Items
  • Sales Prices and Line Discounts
  • Sales Invoices
  • Selling Products
  • Registering Payments
  • Returns and Cancellations
  • Sales Reports
  • Excel Integration
  • Running Sales Reports
  • Creating Sales Visualizations in PowerBI  
  • Learn how AI can work for your organization  
  • Implementing organization specific customizations in the Sales module



Lab 1: Exploring the Sales Features

Lab 2: Running Sales Reports


Lab 3: Personalising the Sales Features


Financials for Business Central

This module is designed to introduce the Financials features in Microsoft Dynamics 365 Business Central.

 

  • An overview of the capabilities of the Financials module in Microsoft Dynamics 365 Business Central
  • Working with the General Ledger and Chart of Accounts
  • Exploring all of the Financial features
  • Chart of Accounts
  • General Journals
  • Dimensions
  • Number Series
  • Posting Groups
  • Templates, Batches and Lines
  • Payments and Prepayments
  • Bank Accounts
  • Budgets
  • Currencies
  • Inventory
  • Customers and Vendors
  • Discounts
  • Suppliers
  • Vendors
  • Customers
  • Running Financial Reports
  • Creating Finance Visualizations in PowerBI  
  • Learn how AI can work for your organization  
  • Implementing organization specific customizations in the Financials module



Lab1: Exploring the Financial features


Lab2: Running Finance Reports


Lab 3: Personalising the Financial features



Integrating Business Central

This module steps through various integration scenarios with Microsoft Dynamics 365 Business Central.

 

  • The Microsoft 365 Cloud Technology Stack
  • An overview of the Power Platform
  • The Common Data Service
  • The Business Central Connectors
  • Integrating Power Apps wit Business Central
  • Integrating Power BI with Business Cental
  • The benefits of Power Automate and Business Central
  • Excel Integration
  • Custom Reporting Scenarios


Lab 1: Integrating Business Central with Power Apps


Lab 2: Integrating Business Central with Power BI


Lab 3: Connect to Business Central to Power Automate

Prerequisites

This course is intended for end users and technical users who are looking to improve their skills in Microsoft Dynamics 365 Business Central.

An existing exposure to Business Central would be advantageous but not essential.

This course is intended for end users and technical users who are looking to improve their skills in Microsoft Dynamics 365 Business Central