Course Overview
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.
What are the skills covered
- Deploy and configure Microsoft Dynamics 365 Business Central
- Use journals in Microsoft Dynamics 365 Business Central
- Build reports for Microsoft Dynamics 365 Business Central
- Develop using Power Apps and Power Automate for Dynamics 365 Business Central
- Configure sales and purchasing in Microsoft Dynamics 365 Business Central
- Reconcile bank accounts in Microsoft Dynamics 365 Business Central
- Set up financial management in Microsoft Dynamics 365 Business Central
- Get started with Trade in Microsoft Dynamics 365 Business Central
- Process customer and vendor payments in Microsoft Dynamics 365 Business Central
- Get started with inventory management in Microsoft Dynamics 365 Business Central
- Set up warehouse management in Microsoft Dynamics 365 Business Central
- Sell items and services in Microsoft Dynamics 365 Business Central
- Work with the Microsoft Dynamics 365 Business Central user interface
- Set up Microsoft Dynamics 365 Business Central for reporting
- Work like a pro with data in Business Central
- Purchase items and services in Microsoft Dynamics 365 Business Central
- Return items in Microsoft Dynamics 365 Business Central
- Assemble items in Microsoft Dynamics 365 Business Central
Who should attend this course
A Dynamics 365 Business Central core Functional Consultant is responsible for implementing core application setup processes for small and medium businesses.
Job role: Functional Consultant
Course Curriculum
What are the Prerequisites
This course is designed for functional consultants working with Dynamics 365 Business Central, or functional consultants who work with other Dynamics 365 apps who want to expand their knowledge of Business Central.
Download Course Syllabus
Course Modules
• 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
• Describe and analyze telemetry
• Monitoring and analyzing telemetry
• Analyze performance using the In-client performance profiler
• Work with the Performance Toolkit extension
• Configure a BCPT suite
• Use APIs for automation and administration
• Check your knowledge
• Summary
• Introduction – Create new companies with setup data
• Create new companies without data
• Create new companies with setup and demo data
• Set up a demo company with manufacturing data
• Create a new company by copying data from an existing company
• Set up company information
• Exercise – Create a company with demo data
• Check your knowledge
• Summary
• Introduction – Data migration concepts
• Use the data migration assisted setup
• Work with data templates
• Import data from Excel
• Migrate data using the Copy data from company function in the configuration worksheet
• Create journal opening balances
• Import business data from other finance systems
• Set up a company with configuration tools
• Set up and sync master data across companies
• Exercise – Create a new customer template
• Check your knowledge
• Summary
• Introduction
• End-to-end process of migrating data
• Run the Cloud Migration tool
• Address common questions and issues with migrations
• Describe cloud migration APIs
• Check your knowledge
• Summary
• 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
• Check your knowledge
• Summary
• 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
• Check your sent emails
• Check your email outbox
• Check your knowledge
• Summary
• 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
• Check your knowledge
• Summary
• Introduction
• Manage, install, and use the Business Central App for Teams
• Extend Teams cards
• Create Business Central tabs for Teams
• Get relevant session and environment details for Teams integration
• Check your knowledge
• Summary
• 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
• Check your knowledge
• Summary
• 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
• Check your knowledge
• Summary
• Introduction – Set up general journal templates
• Set up general journal batches
• Use business documents with general journal templates
• Check your knowledge
• Summary
• Introduction – Create journal entries
• Correct dimensions on posted entries
• Process journal entries
• Use standard journals
• Use deferrals in journals
• Correct journal entries
• Set up checking documents and journals while you work
• Process fixed asset disposals
• Exercise – Create and post a journal entry
• Check your knowledge
• Summary
• Introduction to recurring journals
• Allocate amounts
• Set up bank export and import formats
• Edit recurring journals in Excel
• Exercise – Create and post a recurring journal
• Check your knowledge
• Summary
• Introduction
• Set up allocation accounts
• Use allocation accounts in documents
• Use allocation accounts in journals
• Check your knowledge
• Summary
• Introduction
• Report descriptions
• Report properties and triggers
• Data items and columns
• Request page
• Work with report labels
• Report layouts
• Check your knowledge
• Summary
• Introduction
• Report design process
• Use a snippet to create a report object
• Check your knowledge
• Summary
• Introduction
• Create report data items and their properties
• Add columns to a report dataset
• Link, order, and indent data items
• Use a query to create a report dataset
• Check your knowledge
• Summary
• Introduction
• Add an RDLC layout to a report
• Add a Word layout to a report
• Use the Word add-in for report layouts
• Add an Excel layout to a report
• Exercise – Create a basic report
• Check your knowledge
• Summary
• Introduction
• Design the request page
• Design the request options page
• Check your knowledge
• Summary
• Introduction
• Add reports to Tell Me
• Substitute a report
• Check your knowledge
• Summary
• Introduction
• Report trigger implementation flow
• Use report functions
• Create a processing-only report
• Adding barcodes to a report
• Exercise – Create a processing-only report
• Check your knowledge
• Summary
• Introduction
• Create a report in the language of the user
• Create a report in the language of the recipient
• Define regional settings in reports
• Check your knowledge
• Summary
• Introduction
• Preview and run reports
• Set the layout used by a report
• Set up printers
• Check your knowledge
• Summary
• Introduction
• Prerequisites and getting started
• Work with data analysis mode
• Date hierarchies and pivot mode
• Share data analysis
• Check your knowledge
• Summary
• Introduction
• Anatomy of a report extension
• Examples of report extensions
• Check your knowledge
• Summary
• Introduction
• Explore data connectors
• Explore Business Central connectors
• Get started with Power Apps
• Get started with Power Automate
• Power Platform integration use cases
• Embed Microsoft Power Platform in Business Central
• Check your knowledge
• Summary
• Introduction
• Build an app using data
• Build an app from blank
• Make basic customizations in an app
• Save, publish, and share an app
• Embed an app
• Exercise – Create the customer financial details app in Power Apps
• Check your knowledge
• Summary
• Introduction
• Explore Business Central triggers in Power Automate
• Create a Power Automate flow from scratch
• Create customer, vendor and item approvals in Power Automate
• Create approvals in a general journal with Power Automate
• Create documents approvals with Power Automate
• Create Power Automate flows for different business scenarios
• Create a button or instant flow in Power Automate
• Run a Power Automate flow on a schedule
• Troubleshoot and monitor flows
• Exercise – Create a flow for sending emails when a new item is created in Power Automate
• Check your knowledge
• Summary
• Introduction
• Identify entities and fields in Microsoft Dataverse
• Create an entity and connection to import data from Business Central
• Get started with model-driven apps
• Explore the user interface and logic in model-driven apps
• Create a model-driven app based on Business Central data
• Exercise – Create an entity in Microsoft Dataverse
• Check your knowledge
• Summary
• Introduction
• Create a custom connector for Business Central
• Use Business Central custom connector from Power Apps
• Use a Business Central custom connector in Power Automate
• Share Business Central custom connector across the organization
• Exercise – Create a testing process
• Check your knowledge
• Summary
• Introduction
• Create an environment
• Start with Dataverse
• Extend Dataverse
• Base Integration Solution
• Exercise
• Check your knowledge
• Summary
• Introduction
• Create a Shopify account
• Activate test payments
• Install the Shopify app in Business Central
• Prerequisites to proceed with the learning path
• Check your knowledge
• Summary
• 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
• Consolidate customer and vendor balances
• Set up payment registration
• Enable customer payments through payment services
• Check your knowledge
• Summary
• 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
• Check your knowledge
• Summary
• Introduction
• Get started with pages
• Identify different page types
• Configure the different page properties
• Build a page layout by using controls
• Link pages with page parts
• Use snippets in Visual Studio Code to create pages
• Set different control properties
• Use the built-in rich text editor to enter data
• Scan barcodes in the mobile app
• Enable users to search for a page
• Define actions on a page and its properties
• Add existing hidden fields to pages
• Exercise – Create a Card page
• Exercise – Create a List page
• Check your knowledge
• Summary
• Introduction – Create a purchase quote
• Create a blanket order
• Manage blanket purchase orders
• Manage purchase orders
• Describe responsibility centers
• Exercise – Create and process a purchase order and review the posted documents
• Check your knowledge
• Summary
• Introduction – Invoice from a purchase order
• Invoice multiple receipts
• Use deferrals in purchase invoices
• Check your knowledge
• Summary
• 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
• Check your knowledge
• Summary
• Introduction – Invoice from a sales order
• Invoice multiple shipments
• Review posted transactions
• Post and Send using Document Sending Profiles and email
• Include payment services on posted sales invoices
• Use deferrals with sales documents
• Exercise – Invoice a customer
• Check your knowledge
• Summary
• Introduction to and completing the reconciliation process
• Post the bank account reconciliation
• Import a bank statement
• Reconcile bank accounts with Copilot
• Undo a bank account reconciliation
• Check your knowledge
• Summary
• Introduction to and completing the reconciliation process
• Post the bank account reconciliation
• Import a bank statement
• Reconcile bank accounts with Copilot
• Undo a bank account reconciliation
• Check your knowledge
• Summary
• 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
• Check your knowledge
• Summary
• Introduction – Import bank statements
• Reconcile payments by using automatic applications
• Map text on recurring payments
• Post and reconcile the payment reconciliation
• Check your knowledge
• Summary
• 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
• Check your knowledge
• Summary
• Introduction to setting up number series
• Assign number series and number series relationships
• Suggest number series with Copilot
• Set up trail codes
• Exercise – Create a number series
• Check your knowledge
• Summary
• Introduction – Set up and assign specific posting groups
• Allow multiple posting groups for customers and vendors
• Set up and assign inventory posting groups
• General posting groups
• Configure the general posting setup
• Exercise – Set up and assign a customer posting group
• Check your knowledge
• Summary
• 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
• Check your knowledge
• Summary
• 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
• Check your knowledge
• Summary
• Introduction
• Set up units of measure
• Assign characteristics to an item
• Use Copilot to create AI-powered marketing texts
• 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
• Check your knowledge
• Summary
• Introduction
• Purchases and payables setup
• Set up locations
• Inventory setup
• Check your knowledge
• Summary
• 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
• Consolidate customer and vendor balances
• Set up payment registration
• Enable customer payments through payment services
• Check your knowledge
• Summary
• 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
• Print customer statements
• Exercise – Register a customer payment
• Check your knowledge
• Summary
• 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
• Check your knowledge
• Summary
• Introduction – Enter and post payables checks
• Print and post payables checks
• Void a check
• Check your knowledge
• Summary
• Introduction
• Create a new inventory item
• Manage items, item categories, item attributes, and units of measure
• Create items with variants
• Create stock keeping units
• Set up item templates
• Create a new service item
• Create a new non-inventory item
• Check your knowledge
• Summary
• Introduction
• Adjust inventory with the item journal
• Renumber document numbers and preview posting
• Adjust inventory from the item list or item card
• Adjust inventory with inventory documents
• Count inventory with the physical inventory journal
• Count inventory with physical inventory orders
• Reclassify items with the item reclassification journal
• Exercise – Count items
• Check your knowledge
• Summary
• Introduction
• Reasons to use warehouse management in Business Central
• Set up a warehouse as a location
• Set up a demo company with complete sample data
• Configure a Warehouse Management System location
• Create warehouse employees
• Exercise – Create a location for the north warehouse
• Check your knowledge
• Summary
• Introduction
• Set up a zone
• Set up a bin
• Create bin content
• Exercise – Create zones and bins for the NORTH warehouse
• Check your knowledge
• Summary
• Introduction
• Set up bin templates
• Create new bins with the bin creation worksheet
• Check your knowledge
• Summary
• Introduction
• Create a put-away template
• Set up the default put-away template
• Assign a put-away template to an item
• Exercise – Set up a put-away template for the north warehouse
• Check your knowledge
• Summary
• Introduction
• Set up default bins for a location
• Configure bin policies for a location
• Check your knowledge
• Summary
• Introduction
• Set up an item tracking code for the warehouse
• Assign an item tracking code to an item
• Check your knowledge
• Summary
• 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
• Check your knowledge
• Summary
• 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
• Check your knowledge
• Summary
• Introduction
• Set up price lists
• Set up a sales price for one customer
• Set up a sales price list for customer groups
• Use special prices in sales orders
• Copy sales prices
• Check your knowledge
• Summary
• 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
• Check your knowledge
• Summary
• 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
• Manage the new sales pricing experience
• Exercise – Set up invoice discounts
• Check your knowledge
• Summary
• Introduction – Sales order promising key concepts
• Set up order promising
• Promising sales order delivery
• Check your knowledge
• Summary
• Introduction to the user interface – The app bar
• App launcher
• Business Central main pages
• Search for Page or the Tell Me icon
• Search for a record in your data
• My settings
• Get help
• Chat with Copilot
• 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
• Check your knowledge
• Summary
• Introduction – Personalize the Business Central user interface
• Personalize the Role Center
• Personalize list and card pages
• Personalize document pages and add fields
• Customize pages for profiles
• Exercise – Personalize the customer list and clear personalization
• Check your knowledge
• Summary
• 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
• Check your knowledge
• Summary
• Overview of report and document layouts
• Create and modify a custom report or document layout
• Change which layout is currently used on a report
• Define document layouts for customers and vendors
• Implement report selections
• Manage saved settings for reports
• Set up printers
• Exercise – Change the layout currently used on a report
• Check your knowledge
• Summary
• 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
• Analyze, 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
• Check your knowledge
• Summary
• Introduction – Explore the different types of fields
• Work with date fields
• Change existing data using keyboard shortcuts and Quick Entry
• Add new and delete data
• Change existing data by using Excel
• Configure cloud storage in OneDrive
• Exercise – Use mathematical expressions and date formula in a sales quote
• Check your knowledge
• Summary
• Introduction – Sort and select data
• Search data
• Filter data
• Use data analysis mode to query and analyze data
• Use the Inspect Pages and Data feature
• Exercise – Use filter criteria and filter the item list and open in Excel
• Check your knowledge
• Summary
• Introduction – Explore contact master data
• Review customer master data
• Explore vendor master data
• Get to know the item master data
• Explore general ledger accounts
• Deleting master data
• Overview of supplemental data
• How to handle personal data
• Introduction – Create a purchase quote
• Create a blanket order
• Manage blanket purchase orders
• Manage purchase orders
• Describe responsibility centers
• Exercise – Create and process a purchase order and review the posted documents
• Check your knowledge
• Summary
• Introduction – Receive items
• Receive more items than ordered with over-receipt codes
• Reverse a receipt
• Process vendor invoices
• Review posted purchase documents
• Reverse or correct a posted purchase invoice
• Check your knowledge
• Summary
• Introduction – Set up purchase prices
• Use special prices in purchase orders
• Set up line discounts
• Set up invoice discounts
• Check your knowledge
• Summary
• Introduction – Set up item charges
• Process item charges in a purchase order
• Process item charges in a purchase invoice
• Analyze the direct unit cost of an item
• Check your knowledge
• Summary
• Introduction – Set up order promising
• Estimate purchase order receipts
• Check your knowledge
• Summary
• Introduction – Set up sales return order management
• Set up purchase return order management
• Return reasons
• Check your knowledge
• Summary
• Introduction – Replace wrong items
• Return defective items to vendors
• Exercise – Return items in Dynamics 365 Business Central
• Check your knowledge
• Summary
• Introduction – Register a compensation agreement with a vendor
• Apply exact cost reversing
• Check your knowledge
• Summary
• Introduction – Assembly setup
• Set up warehouses for assembly
• Check your knowledge
• Summary
• Introduction – Create a new assembly item
• Set up an assembly bill of material
• Exercise – Create and assemble a new assembly item
• Check your knowledge
• Summary
• Introduction – Create an assemble-to-order sales order
• Sell inventory items in assemble-to-order flows
• Assembly quotes
• Check your knowledge
• Summary
• Introduction – Create an assemble-to-stock assembly order
• Replenish assembly items from the planning worksheet
• Check your knowledge
• Summary
• Introduction
• Plan assembly items on projects
• Assemble items on projects
• Explode a BOM on project planning lines
• Check your knowledge
• Summary
Request More Information
Training Options
- VILT: Virtual Instructor-Led Training
- ILT: Instructor-Led Training
Exam & Certification
Microsoft Dynamics 365 Business Central Functional Consultant
Training & Certification Guide
If you’re a functional consultant who implements core Microsoft Dynamics 365 Business Central setup processes for small and medium-sized businesses, this certification is for you. You need to have experience configuring Dynamics 365 Business Central role centers, including adapting insights, cues, action tiles, reports, and charts. And you should be able to extend Business Central by using Microsoft Power Platform components.
You must have applied knowledge of Business Central, and you should understand industry terminology, priorities, standards, methodologies, and best practices. If you have this knowledge and you’re in a role such as administrator, quality assurance, DevOps, developer, UX designer, or solution architect, the Dynamics 365 Business Central Functional Consultant Associate certification could be a great fit.
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.
This exam measures your ability to complete the following tasks: set up Business Central; configure financials; configure sales and purchasing; and perform Business Central operations.
- Set up Business Central (20-25%)
- Configure financials (25-30%)
- Configure sales and purchasing (10-15%)
- Perform Business Central operations (30-35%)
