MB-800T00: Manage Business Solutions with Microsoft Dynamics 365 Business Central

Module 1: Administer Dynamics 365 Business Central online
• 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
Module 2: Create new companies in Business Central
• 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
Module 3: Migrate data to Business Central
• 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
Module 4: Migrate on-premises data to Dynamics 365 Business Central
• 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
Module 5: Manage users and implement security in Dynamics 365 Business Central
• 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
Module 6: Set up email in Dynamics 365 Business Central
• 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
Module 7: Integrate Dynamics 365 Business Central with Outlook
• 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
Module 8: Integrate Dynamics 365 Business Central with Teams
• 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
Module 9: Create workflows in Dynamics 365 Business Central
• 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
Module 10: Use approval workflows in Dynamics 365 Business Central
• 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
Module 11: Set up general journal templates in Dynamics 365 Business Central
• Introduction – Set up general journal templates
• Set up general journal batches
• Use business documents with general journal templates
• Check your knowledge
• Summary
Module 12: Create and process journal entries in Dynamics 365 Business Central
• 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
Module 13: Post periodic journal entries in Dynamics 365 Business Central
• 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
Module 14: Use general ledger allocations in Business Central
• Introduction
• Set up allocation accounts
• Use allocation accounts in documents
• Use allocation accounts in journals
• Check your knowledge
• Summary
Module 15: Introduction to report components in Dynamics 365 Business Central
• Introduction
• Report descriptions
• Report properties and triggers
• Data items and columns
• Request page
• Work with report labels
• Report layouts
• Check your knowledge
• Summary
Module 16: Use the report design process in Dynamics 365 Business Central
• Introduction
• Report design process
• Use a snippet to create a report object
• Check your knowledge
• Summary
Module 17: Design the data model of a report in Dynamics 365 Business Central
• 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
Module 18: Add a layout to a report in Dynamics 365 Business Central
• 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
Module 19: Complete the report request page in Dynamics 365 Business Central
• Introduction
• Design the request page
• Design the request options page
• Check your knowledge
• Summary
Module 20: Add reports to Tell Me and substitute a report in Dynamics 365 Business Central
• Introduction
• Add reports to Tell Me
• Substitute a report
• Check your knowledge
• Summary
Module 21: Use report triggers, functions, and processing-only reports in Dynamics 365 Business Central
• 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
Module 22: Implement multilingual reports in Dynamics 365 Business Central
• 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
Module 23: Work with reports in Dynamics 365 Business Central
• Introduction
• Preview and run reports
• Set the layout used by a report
• Set up printers
• Check your knowledge
• Summary
Module 24: Analyze list data using data analysis mode in Business Central
• Introduction
• Prerequisites and getting started
• Work with data analysis mode
• Date hierarchies and pivot mode
• Share data analysis
• Check your knowledge
• Summary
Module 25: Extend reports in Dynamics 365 Business Central
• Introduction
• Anatomy of a report extension
• Examples of report extensions
• Check your knowledge
• Summary
Module 26: Introduction to Microsoft Power Platform and Business Central
• 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
Module 27: Create a canvas app based on Business Central data
• 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
Module 28: Use Power Automate with Business Central
• 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
Module 29: Use model-driven apps and Dataverse with Business Central
• 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
Module 30: Create a custom connector to extend Microsoft Power Platform functionalities with Business Central
• 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
Module 31: Introduction to integrating Dataverse with Dynamics 365 Business Central
• Introduction
• Create an environment
• Start with Dataverse
• Extend Dataverse
• Base Integration Solution
• Exercise
• Check your knowledge
• Summary
Module 32: Get started with the Shopify connector in Dynamics 365 Business Central
• 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
Module 33: Set up cash management in Dynamics 365 Business Central

• 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

Module 34: Set up the chart of accounts in Dynamics 365 Business Central
• 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
Module 35: Work with pages in Dynamics 365 Business Central
• 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
Module 36: Create purchase documents in Dynamics 365 Business Central
• 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
Module 37: Processing vendor invoices in Dynamics 365 Business Central
• Introduction – Invoice from a purchase order
• Invoice multiple receipts
• Use deferrals in purchase invoices
• Check your knowledge
• Summary
Module 38: Create sales documents in Dynamics 365 Business Central

• 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

Module 39: Invoicing customers in Dynamics 365 Business Central
• 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
Module 40: Perform a bank reconciliation in Dynamics 365 Business Central
• 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
Module 41: Perform a bank reconciliation in Dynamics 365 Business Central
• 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
Module 42: Set up payment reconciliation journals in Dynamics 365 Business Central
• 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
Module 43: Use the payment reconciliation journal in Dynamics 365 Business Central
• 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
Module 44: Set up general ledger configuration options in Dynamics 365 Business Central
• 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
Module 45: Set up number series and trail codes in Dynamics 365 Business Central
• 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
Module 46: Set up posting groups in Dynamics 365 Business Central
• 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
Module 47: Set up dimensions in Dynamics 365 Business Central
• 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
Module 48: Set up the chart of accounts in Dynamics 365 Business Central
• 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
Module 49: Work with Trade master data in Microsoft Dynamics 365 Business Central
• 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
Module 50: Set up Trade in Microsoft Dynamics 365 Business Central
• Introduction
• Purchases and payables setup
• Set up locations
• Inventory setup
• Check your knowledge
• Summary
Module 51: Set up cash management in Dynamics 365 Business Central
• 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
Module 52: Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central
• Introduction – Enter paym