Microsoft Dynamics 365 Business Central Functional Consultant

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.

Audience Profile

Candidates for this exam 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.

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. 

At Course Completion

After completing this course, students will be able to:

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

Course Outline

Module 1: Introduction to Business Central

Lesson

• 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

Lesson

• Create and configure a new company
• Migrate data to Business Central
• Manage Security
• Set up core app functionality

Module 3: Configure Financials

Lesson

• 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 Payables
• Set up Accounts Receivables

Module 4: Configure Sales and Purchasing

Lesson

• Set up Inventory
• Configure sales pricing and discounts
• Configure purchase pricing and discounts
• Configure Salespeople and Purchasers

Module 5: Operations

Lesson

• Purchase items
• Sell items
• Order Promising
• Process financial transactions
• Inventory Costing

Module 6: Integration and Automation

Lesson

• Set up and manage approvals with workflows
• Integrate Business Central with other applications
• Connect Power Automate
• Connect Power Apps
• Connect Power BI

Additional Reading

Microsoft.com/learn