Microsoft Dynamics 365 Business Central Functional Consultant

 

• 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 Microsoft 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.

Set up Business Central (20–25%) Create and configure a new company

• Create a new company in the on-premises and cloud-based versions of Business Central
• Create a new company from scratch by using Assisted Setup to copy data from an existing company
• Describe the use cases and capabilities of RapidStart Services
• Create a configuration worksheet
• Create and export a configuration package
• Import and apply a configuration package
• Create journal opening balances

Manage security

• Create and manage user profiles
• Set up a new user and user groups
• Create and assign permission sets and permissions
• Apply security filters

Set up core app functionality

• Set up company information
• Set up printers for on-premises and cloud-based installations
• Set up report selections
• Set up and use job queues
• Set up email
• Set up number series

Set up dimensions

• Set up dimensions and dimension values
• Set up global dimensions and shortcut dimensions
• Set up default dimension for a single account and for multiple accounts
• Set up default dimensions for an account type or location
• Block combinations of dimensions or dimension values

Set up and manage approvals by using workflows

• Set up a purchase document approval system
• Set up a sales document approval system
• Set up document approvals
• Set up a notification system
• Set up an approval hierarchy

Configure financials (30–35%) Set up the Finance module

• Create a fiscal year
• Define General Ledger Setup options
• Create accounting periods

Configure the chart of accounts

• Create and configure general ledger accounts, including blocking deletion of general ledger accounts
• Configure direct posting
• Create account categories and subcategories

Set up posting groups

• Create specific posting groups including bank, customer, vendor, and inventory posting groups
• Create general posting groups
• Configure General Posting Setup

Set up journals and bank accounts

• Create journal templates
• Create batches
• Implement number series in journals
• Implement recurring journals
• Set up bank accounts
• Update currency exchange rates

Set up account's payables

• Create payment terms
• Create vendor accounts including payment terms, vendor bank accounts, and related records
• Set up payment information for vendors
• Configure Purchases & Payables Setup options
• Set up payment journals
• Describe the relationship between vendors, vendor ledger entries, and detailed vendor ledger entries

Set up accounts receivables

• Create customer accounts
• Configure Sales & Receivables Setup options
• Set up cash receipt journals
• Set up payment registration
• Configure customer payment methods
• Describe the relationship between customers, customer ledger entries, and detailed customer ledger entries

Configure sales and purchasing (15–20%) Set up inventory

• Create items
• Configure item categories and item attributes
• Set up units of measure
• Create locations
• Describe the relationship between items, item ledger entries, and value entries
• Differentiate between costing methods

Configure master data for sales and purchasing

• Configure core customer settings including shipping agents, locations, and shipping addresses
• Configure core vendor settings including order address, lead time, and locations

Configure pricing and discounts

• Create vendor-specific purchase prices
• Configure purchase line and invoice discounts
• Create customer-specific sales prices
• Configure sales line and invoice discounts

Perform Business Central operations (25–30%) Perform basic tasks in Business Central

• Differentiate between designing, customizing, and personalizing pages
• Customize pages
• Apply and save filters
• Find documents and related entries
• Use the Inspect pages and data feature
• Perform data updates by using the Edit in Excel feature
• Attach and share files by using OneDrive

Purchase items

• Create a purchase order
• Receive items for a purchase order
• Describe the over-receipt feature
• Undo a receipt
• Create a posted invoice from a purchase order
• Create a purchase credit memo
• Configure recurring purchase lines

Sell items

• Create a sales quote
• Convert a sales quote into a sales order or sales invoice
• Analyze item availability
• Ship items for a sales order
• Undo shipments
• Create a sales invoice from a sales order
• Create sales credit memos
• Configure recurring sales lines

Process financial documents

• Process purchase invoices
• Process purchase credit memos
• Process sales invoices
• Process sales credit memos
• Combine sales shipments into a single sales invoiceCombine purchase receipts into a single purchase invoice
• Correct a posted purchase invoice
• Correct a posted sales invoice
• Release and reopen documents

Process payments and journals

• Process payments by using payment journals
• Run the Suggest Vendor Payments action
• Process receipts by using the cash receipts journal
• Process payment registrations
• Apply ledger entries and undo applied entries
• Reverse posted journals
• Create bank deposits
• Consolidate customer and vendor balances