MB-800 Study

Guide
Microsoft Dynamics 365 Business Central Functional
Consultant
PURPOSE
The following resources have been assembled to help you prepare for the MB-800 Microsoft
Dynamics 365 Business Central Functional Consultant learning track during Microsoft
Certification Week.

Use this guide to understand what knowledge is needed to complete the exam and as a
learning tool to help you understand areas where you feel you need additional training. It is
not required that you leverage all the resources in this guide to participate in Microsoft
Certification Week.

AUDIENCE
All Pax8 Partners
Table of Contents
MB-910: Exam Resources ...................................................................................................... 4
Audience Profile for the Exam ............................................................................................................. 4
Preparing for the Exam ........................................................................................................................ 4
Exam Objectives..................................................................................................................... 4
Objective: Describe Dynamics 365 Supply Chain Management (25-30%) .............................................. 4
Objective: Set Up Business Central (20-25%) ........................................................................................ 4
Objective: Configure Financials (25-30%) ............................................................................................. 6
Objective: Configure Sales and Purchasing (15-20%) ............................................................................ 7
Objective: Perform Business Central Operations (30-35%) ................................................................... 8
On-Demand Training from Microsoft Learn ..................................................................... 10
Virtual Training Series ........................................................................................................... 10
MB-910: Exam Resources
Audience Profile for the Exam
Candidates for this exam are Functional Consultants who implement core application setup processes for
small and medium businesses. They implement and configure the Dynamics 365 Business Central app,
including setting up core app functionality and modules and migrating data to Business Central.

Candidates run 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 Microsoft Power Platform components.

Candidates have applied knowledge of meeting user needs through the Business Central app, 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 Dynamics 365 suite of applications.

Preparing for the Exam

It is highly recommended when preparing for a Microsoft exam, that you have had some level of hands- on
experience with the services within the objectives. Microsoft courses have a GitHub repository for labs that are
recommended and available to the public.
• Suggested Lab Guides: https://github.com/MicrosoftLearning/MB-800-Business-Central- Functional-
Consultant

All lab guides can be found at this link: https://github.com/MicrosoftLearning

Exam Objectives
The following are the learning objectives for the exam. In line with each objective are links to Microsoft
documentation around the specific concept or service. In addition to the documentation, there are also
online courses from Microsoft Learn and the Microsoft Partner virtual training series available for additional
learning resources.

Objective: Describe Dynamics 365 Supply Chain Management (25-

30%)

Identify General Capabilities

• Describe manufacturing types including Discrete, Lean, and Process manufacturing
Production process overview
• Describe production control elements including bills of materials (BOMs), formulas, Kanban’s, resources,
and routing
Mixed mode planning - Combine discrete, process, and lean sourcing
Bills of materials and formulas
• Describe product master records and product variants
Product information overview
Create a new product
Create a product master
Create predefined product variants

Objective: Set Up Business Central (20-25%)

Create and Configure a New Company
• Create a new company in the on-premises version of Business Central
How to Create a New Company
• Create a new company in the cloud-based version of Business Central by using Assisted Setup
Create new companies using an assisted setup guide
• Create a new company by copying data from an existing company
Create new companies using an assisted setup guide
How to Copy Data to New Companies
• Describe the use cases and capabilities of RapidStart Services
Set Up a Company With RapidStart Services
• Create a configuration worksheet
Set Up Company Configuration
How to Manage Company Configuration in a Worksheet
• Describe the process for migrating data
Migrate Customer Data
• Create and export a configuration package
How to Create Custom Company Configuration Packages
• Import and apply a configuration package
How to Prepare a Configuration Package
• Create journal opening balances
How to Create Journal Opening Balances
• Migrate on-premises data to a cloud-based version of Business Central
Migrate from on-premises deployments to Business Central online
Migrate to Business Central online from on-premises
• Validate migrated data by using trial balances
Migrate Customer Data

Manage Security
• Create and manage user profiles
Manage users and roles
• Set up a new user and user groups
Define Granular Permissions
• Create and assign permission sets and permissions
Define Granular Permissions
• Apply security filters
Using Security Filters in Business Central

Set Up Core App Functionality

• Set up company information
How to Set Up Company Information
• Set up printers for on-premises and cloud-based installations
Setting Up Printers
• Set up report selections
Report Selection in Business Central
• Set up and use job queues
Schedule jobs to run automatically
• Set up email
Set up email in Business Central
• Set up number series
Create Number Series

Set Up Dimensions
Working with Dimensions to Track and Analyze Data Easily
• Set up dimensions and dimension values
• Set up global dimensions and shortcut dimensions
• Set up default dimension for a single account and for multiple accounts
• Set up default dimensions for an account type
• Block combinations of dimensions or dimension values

Set Up and Manage Approvals by Using Workflows

• Set up a purchase document approval system
Setting Up and Using a Purchase Approval Workflow
• Set up a sales document approval system
Workflow for sales documents
Approve or Reject Documents in Workflows
• Set up document approvals
Approve or Reject Documents in Workflows
Set Up Approval Users
• Set up a notification system
Workflow Notifications
• Set up an approval hierarchy
How to Set Up Workflow Users

Objective: Configure Financials (25-30%)

Set Up the Finance Module

• Create a fiscal year
Fiscal Periods and Fiscal Years
How to Open a New Fiscal Year
• Define General Ledger Setup options
Understanding the General Ledger and COA
• Create accounting periods
Working with Accounting Periods and Fiscal Years
• Create payment terms
Set Up Payment Terms

Configure the Chart of Accounts

• Create general ledger accounts
Set Up the Chart of Accounts
• Configure direct posting
Posting Group Setup
• Create account categories and subcategories
Understanding the General Ledger and COA

Set Up Posting Groups

Posting Group Setup
• Create specific posting groups including bank, customer, vendor, and inventory posting groups
• Create general posting groups
• Configure General Posting Setup

Set Up Journals and Bank Accounts

• Create journal templates
Working with General Journals
How to Set Up Journal Templates and Batches
• Create batches
How to Set Up Journal Templates and Batches
• Implement number series in journals
Create Number Series
• Set up bank accounts
Manage Bank Accounts
Set Up Accounts Payables
• Describe the relationship between vendors, vendor ledger entries, and detailed vendor ledger entries
Overview of Tasks to Manage Accounts Payable
• Create vendor accounts
Create a Vendor Card to Register a New Vendor
• Define Purchases & Payables Setup
Overview of Tasks to Set Up Purchasing
• Set up payment journals
Create Payment Journal Templates and Batches
• Set up payment information for vendors
Set Up Payment Methods
Overview of Tasks to Manage Payments to Vendors

Set Up Accounts Receivables

Overview of Tasks to Manage Receivables
• Describe the relationship between customers, customer ledger entries, and detailed customer ledger
entries
• Create customer accounts
• Define Sales & Receivables Setup
• Set up cash receipt journals set up payment registration
• Set up payment information for customers
• Enable customer payments through payment services
• Create document sending profiles

Objective: Configure Sales and Purchasing (15-20%)

Set Up Inventory
• Create items
Setting Up Inventory
Define the General Inventory Setup
Create Item Cards for Goods or Services
• Set up units of measure
How to Set Up Item Units of Measure
• Create locations
Set Up a Location Card and Define Transfer Route

Configure Master Data for Sales and Purchasing

• Configure core customer settings including lead time, shipping agents, locations, and shipping
addresses
Overview of Tasks to Manage Sales
Register New Customers by Creating a Customer Card
• Configure core vendor settings including order address, lead time, locations, and delivery terms
Create a Vendor Card to Register a New Vendor
• Configure core item settings
Create Item Cards for Goods or Services

Configure Pricing and Discounts

• Create vendor-specific purchase prices
Set Up Prices and Discounts
Special and Alternate Vendor Pricing and Discounts
• Configure purchase line and invoice discounts
 Set Up Special Sales Prices and Discounts for Customers
• Create customer-specific sales prices
Set Up Special Sales Prices and Discounts for Customers
• Configure sales line and invoice discounts
Set Up Prices and Discounts
• Configure best price calculations
Extending Price Calculations

Objective: Perform Business Central Operations (30-35%)

Perform Basic Tasks in Business Central

• Differentiate between designing pages, customizing roles, and personalizing users
Customizing the User Interface for User Roles
• Customize roles
Customizing Pages for Roles
• Apply and save filters
Save and Personalize List Views
Sorting, Searching, and Filtering Lists
• Find all related entries by using the Navigate action
Adding Actions to a Page
• Use the Inspect pages and data feature
Inspecting Pages in Business Central
• Perform data updates by using the Edit in Excel feature
Viewing and Editing in Excel From Business Central

Purchase Items
• Create a purchase order
Overview of Tasks to Manage Purchasing
• Receive items associated with a purchase order
How to Receive Items
• Describe the over-receipt feature
How to Receive Items
• Undo a receipt
Undo a Posting by Posting a Reversing Entry
• Create a posted invoice from a purchase order
Understanding How To Post Purchase Documents
• Create purchase returns
Process Returns or Cancellations
• Use the Navigate action to view a posted purchase transaction
Adding Actions to a Page

Sell Items
• Create quotations
Make a Sales Offer to a Customer
• Convert a quotation into an order or invoice
Create a Purchase Quote to Request an Offer
• Analyze item availability
Get an Availability Overview
• Ship items associated with a sales order
How to Ship Items
• Undo shipments
Undo Shipment
• Create an invoice from a sales order
Invoice Sales
• Create sales returns
Process Sales Returns or Cancellations
• Configure recurring sales lines
Setup Standard Lines for Recurring Sales and Purchases
• Use the Navigate action to view a posted sales transaction
Actions Overview

Process Financial Documents

• Process purchase invoices
Record Purchases with Purchase Invoices
• Process purchase credit memos
Process Returns or Cancellations
• Process sales invoices
Invoice Sales
• Process sales credit memos
Process Sales Returns or Cancellations
• Combine order shipments into a single invoice
How to Combine Shipments on a Single Invoice
• Correct a posted purchase invoice
Amend or Cancel Unpaid Purchase Invoices
• Correct a posted sales invoice
Correct or Cancel a Posted Sales Invoice

Process payments and journals

• Process payment journals
Apply Payments to Related Documents and Post Them
• Process cash receipt journals
Apply Customer Ledger Entries to Reconcile Payments
• Process payment registrations
Apply Payments to Unpaid Sales Documents
• Reverse posted journals
Undo a Posting by Posting a Reversing Entry
• Run the Suggest Vendor Payments action
Use the Suggest Vendor Payments Batch Job
• Remove customer ledger entries
How to Remove and Reapply Item Entries
• Remove vendor ledger entries
Check Ledger Entry - Void/Delete
• Complete a bank reconciliation
Reconcile Bank Accounts
• Create and process general journal entries
Working with General Journals to Post Directly to G/L

Manage Inventory Costing

• Create and manage inventory periods
How to Work with Inventory Periods
• Describe the adjust cost item entries posting process
Manually Adjust the Costs of Items
• Set up automatic cost posting
Design Details - Expected Cost Posting
• Set up expected cost posting
Design Details - Expected Cost Posting
• Describe the relationship between items, item ledger entries, and value entries
Understanding Item Types
How to Apply General Ledger Entries
On-Demand Training from Microsoft Learn
New to Dynamics 365? The learning path will provide foundational level knowledge of how Dynamics 365 apps are used.
Learn about cloud concepts, Microsoft Power Platform, and how to get started with Dynamics 365 apps.

Microsoft Dynamics 365 Fundamentals

Virtual Training Series

In this online course, you will learn about Microsoft Dynamics 365 Business Central as a cloud based end-to-end business
solution. 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.

All Virtual Training Series http://aka.ms/vts