Course Name

Microsoft Dynamics 365 Business Central Functional Consultant

Course Introduction

Built and optimized for small and medium businesses, Dynamics 365 Business Central is an application for companies that have outgrown their entry-level business applications.

Growing businesses often outgrow their basic accounting software or legacy enterprise resource planning (ERP) systems that are unable to handle increased inventory and transactions, lack integration with other line-of-business systems, and have reporting limitations.

Businesses are also challenged with the logistics of providing services that have more scalability, increased mobility, and availability in the cloud. With Business Central, you can manage your financials, automate and secure your supply chain, sell smarter, improve customer service and project performance, and optimize your operations.

Course Delivery Method

Our courses have flexible delivery options:

  • In-person classroom training at the Impactful training
    facilities

  • Virtual instructor-led training
  • Nationally: on-site at the client

Course Intended Audience

This course is intended for:

Functional consultants who implement core application setup processes for small and medium businesses.

Course Prerequisites

A Dynamics 365 Business Central core functional consultant must have applied knowledge of Business Central and have an understanding of industry terminology, priorities, standards, methodologies, and best practices.

The consultant must have applied knowledge of meeting business needs by using Dynamics 365 Business Central, including basic understanding of financial management, sales, purchasing, and inventory.

The consultant’s knowledge should include a comprehensive understanding of the Business Central application’s role in relationship to the Microsoft 365 and Dynamics 365 suites of applications.

Course Objectives

By the end of this course, you will be able to:

  • Understand use cases for Business Central modules
  • Set up Business Central
  • Configure Financials
  • Configure Sales and Purchasing
  • Configure Operations
  • Understand Integration and Automation scenarios

Course Content

  • Module 1: Introduction to Business Central
    • Lessons:
      • 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: Application Setup
    • Lessons:
      • 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 3: Configure Financials
    • Lessons:
      • Set up Finance Management
      • Set up the Chart of Accounts
      • Set up posting groups
      • Set up dimensions
      • General Journals
      • Set up currencies
      • Set up Cash Management
      • Set up Accounts Payable
      • Set up Accounts Receivable
  • Module 4: Configure Sales and Purchasing
    • Lessons:
      • Set up Inventory
      • Configure sales pricing and discounts
      • Configure purchase pricing and discounts
      • Configure Salespeople and Purchasers
  • Module 5: Operations
    • Lessons:
      • Purchase items
      • Sell items
      • Order Promising
      • Process financial transactions
      • Inventory Costing
  • Module 6: Integration and Automation
    • Lessons:
      • Set up and manage approvals with workflows
      • Integrate Business Central with other applications
      • Connect Power Automate
      • Connect Power Apps
      • Connect Power BI

Course Associated Exam and Certification

The course helps learners prepare for the MB-800: Microsoft Dynamics 365 Business Central Functional Consultant.

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Course Introduction

Built and optimized for small and medium businesses, Dynamics 365 Business Central is an application for companies that have outgrown their entry-level business applications.

Growing businesses often outgrow their basic accounting software or legacy enterprise resource planning (ERP) systems that are unable to handle increased inventory and transactions, lack integration with other line-of-business systems, and have reporting limitations.

Businesses are also challenged with the logistics of providing services that have more scalability, increased mobility, and availability in the cloud. With Business Central, you can manage your financials, automate and secure your supply chain, sell smarter, improve customer service and project performance, and optimize your operations.

Course Delivery Method

Our courses have flexible delivery options:

  • In-person classroom training at the Impactful training
    facilities

  • Virtual instructor-led training
  • Nationally: on-site at the client

Course Intended Audience

This course is intended for:

Functional consultants who implement core application setup processes for small and medium businesses.

Course Prerequisites

A Dynamics 365 Business Central core functional consultant must have applied knowledge of Business Central and have an understanding of industry terminology, priorities, standards, methodologies, and best practices.

The consultant must have applied knowledge of meeting business needs by using Dynamics 365 Business Central, including basic understanding of financial management, sales, purchasing, and inventory.

The consultant’s knowledge should include a comprehensive understanding of the Business Central application’s role in relationship to the Microsoft 365 and Dynamics 365 suites of applications.

Course Objectives

By the end of this course, you will be able to:

  • Understand use cases for Business Central modules
  • Set up Business Central
  • Configure Financials
  • Configure Sales and Purchasing
  • Configure Operations
  • Understand Integration and Automation scenarios

Course Content

  • Module 1: Introduction to Business Central
    • Lessons:
      • 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: Application Setup
    • Lessons:
      • 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 3: Configure Financials
    • Lessons:
      • Set up Finance Management
      • Set up the Chart of Accounts
      • Set up posting groups
      • Set up dimensions
      • General Journals
      • Set up currencies
      • Set up Cash Management
      • Set up Accounts Payable
      • Set up Accounts Receivable
  • Module 4: Configure Sales and Purchasing
    • Lessons:
      • Set up Inventory
      • Configure sales pricing and discounts
      • Configure purchase pricing and discounts
      • Configure Salespeople and Purchasers
  • Module 5: Operations
    • Lessons:
      • Purchase items
      • Sell items
      • Order Promising
      • Process financial transactions
      • Inventory Costing
  • Module 6: Integration and Automation
    • Lessons:
      • Set up and manage approvals with workflows
      • Integrate Business Central with other applications
      • Connect Power Automate
      • Connect Power Apps
      • Connect Power BI

Course Exam And Certification

The course helps learners prepare for the MB-800: Microsoft Dynamics 365 Business Central Functional Consultant.

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