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.

Candidates for this course are functional consultants who implement core application setup processes for small and medium businesses. They implement and configure Microsoft Dynamics 365 Business Central including setting up core functionality and modules and migrating data to Business Central. Candidates configure the application in collaboration with the implementation team to provide the business with manageability and ease of use. They may configure role centers including adapting insights, cues, action tiles, reports, charts, and extend Business Central by using Power Platform components. Candidates have applied knowledge of meeting business needs by using Business Central, 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 Microsoft 365 and Dynamics 365 suites of applications.

After completing this course, students will be able to:

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

Deploy and configure Microsoft Dynamics 365 Business Central

• Administer Dynamics 365 Business Central online
• Sign up for the Cloud Solution Provider program.
• Use the administration center to manage environments.
• Set up tenant notifications and inspect environment telemetry.
• Manage support requests for customers.
• Export a database.
• Enable features ahead of time
• Create new companies in Business Central
• Create new companies
• Set up a company
• Enter company information
• Migrate data to Business Central
• Perform data migration using the Data Migration Assisted Setup Wizard.
• Work with data templates.
• Import data from Excel and other finance systems.
• Migrate on-premises data to Dynamics 365 Business Central
• Understand the steps to migrate to Business Central online
• Meet requirements and weigh considerations of migration
• Manage users and implement security in Dynamics 365 Business Central
• Manage users and user groups.
• Implement and configure security.
• Setup profiles, and role centers.
• Audit changes to data.
• Set up email in Dynamics 365 Business Central
• Set up email accounts.
• Learn how to compose and send an email.
• Learn how to send documents by email.
• Set up document sending profiles.
• Assign email scenarios.
• Integrate Dynamics 365 Business Central with Outlook
• Integrate Business Central with Outlook
• Use the add-ins
• Creating invoices from meeting appointments
• Do a quick document lookup
• Integrate Dynamics 365 Business Central with Teams
• Install the Business Central App for Microsoft Teams
• Look up details of customers, vendors, and other contacts using Teams
• Share Business Central records in Teams conversations
• Extend Teams cards
• Create workflows in Dynamics 365 Business Central
• Create workflows manually.
• Create workflows from templates.
• Set up users.
• Set up notifications.
• Set up approvals by using Assisted Setup.
• Use approval workflows in Dynamics 365 Business Central
• 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.

Use journals in Microsoft Dynamics 365 Business Central

• Set up general journal templates in Dynamics 365 Business Central
• Explain the purpose and organization of journal templates and journal batches.
• Create general journal templates and general journal batches.
• Create and process journal entries in Dynamics 365 Business Central
• Create and post general journal entries.
• Use standard journals to save and retrieve general journal lines.
• Preview the posting of general journal lines.
• Reverse journal entries.
• Process a fixed asset disposal.
• Post periodic journal entries in Dynamics 365 Business Central
• Understand how to use recurring journals.
• Use recurring journals with fixed and variable amounts.
• Record accruals by using recurring journals.
• Use general ledger allocations in Business Central
• Set up allocation accounts.
• Create fixed and variable allocation accounts.
• Use allocation accounts on documents and journals.

Build reports for Microsoft Dynamics 365 Business Central

• Introduction to report components in Dynamics 365 Business Central
• Learn about the report components.
• Review the report description.
• Discover the difference between data items and columns
• Use the report design process in Dynamics 365 Business Central
• Learn about the report design process.
• Use a snippet to create a report object.
• Design the data model of a report in Dynamics 365 Business Central
• Learn about the different report components.
• Create the data items for a report.
• Add columns to the dataset of a report.
• Order, link, and indent data items.
• Add a layout to a report in Dynamics 365 Business Central
• Discover the different report layouts.
• Create an RDLC layout for a report.
• Create a Word layout for a report.
• Create an Excel layout for a report.
• Complete the report request page in Dynamics 365 Business Central
• Understand the report request page
• Create a report request page
• Add reports to Tell Me and substitute a report in Dynamics 365 Business Central
• Add reports to Tell Me.
• Substitute a report.
• Use report triggers, functions, and processing-only reports in Dynamics 365 Business Central
• Learn about and use report triggers and functions.
• Create a processing-only report.
• Implement multilingual reports in Dynamics 365 Business Central
• Create a report in the language of the user.
• Create a report in the language of the recipient.
• Work with reports in Dynamics 365 Business Central
• Preview and run reports.
• Set up printers.
• Analyze list data using data analysis mode in Business Central
• Data analysis mode
• Date hierarchy and pivot mode
• How to share data analysis
• Extend reports in Dynamics 365 Business Central
• Learn about different parts of a report extension.
• Extend reports.
• View report extension examples.

Develop using Power Apps and Power Automate for Dynamics 365 Business Central

• Introduction to Microsoft Power Platform and Business Central
• Identify the components and features of Microsoft Power Platform.
• Identify when to use each Microsoft Power Platform component application to create business solutions.
• Understand what Data Connectors are and how they can be used with Business Central.
• Identify use cases for each Power Platform application.
• Understand how you can use Power Automate embed in Business Central.
• Create a canvas app based on Business Central data
• Learn how to build an app in Power Apps based on Business Central data.
• Use different technologies to perform different tasks in Power Apps.
• Create a first app from Business Central data.
• Use Power Automate with Business Central
• Identify what Power Automate is and how it can be used with Business Central.
• Identify existing Business Central actions and triggers available in Power Automate.
• See how to create an independent flow in Business Central that automates business processes.
• Create a flow that runs on a schedule or to create a button flow to send a reminder.
• Use model-driven apps and Dataverse with Business Central
• Learn about environments, entities, fields, and relationships in Dataverse.
• Discover the value and key features of Dataverse.
• Create some simple model-driven apps and understand the value and key features.
• Use a model-driven app together with Business Central.
• Create a custom connector to extend Microsoft Power Platform functionalities with Business Central
• Learn about the concept of data connectors in Microsoft Power Platform.
• Create custom connectors for Business Central.
• Use and share custom connectors for Power Apps and Power Automate.

Reconcile bank accounts in Microsoft Dynamics 365 Business Central

• Perform a bank reconciliation in Dynamics 365 Business Central
• Populate bank reconciliation lines.
• Import bank statements.
• Match reconciliation lines.
• Post the bank account reconciliation.
• Set up payment reconciliation journals in Dynamics 365 Business Central
• Set up bank accounts for payment reconciliation journals.
• Understand the payment application rules.
• Modify the payment application rules.
• Use the payment reconciliation journal in Dynamics 365 Business Central
• Import bank statements.
• Review the match confidence of each payment reconciliation journal line.
• Modify automatic applications.
• Map text to a G/L account.
• Post and reconcile the payment reconciliation journal.