Course Content
Welcome
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What is MB-800 Exam?
About This Course.
Important Changes By Microsoft
Overview
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Overview
Set up Business Central
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1.1 Create and configure a new company
1.2 Overview of Dashboard
1.3 How to set up a new Company
1.4 Create a new company by copying data from an existing company
2.1 Create and manage user profiles
2.2 Set up a new user and user groups
2.3 Create and assign permission sets and permissions
2.4 Apply security filter
3.1 Set up company information
3.2 Email Setup
3.3 Set up printers for on-premises and cloud-based installations
3.4 Set up report selections
3.5 Set up Number Series
4.1 Set up Dimension
4.2 Set up dimensions and dimension values
4.3 Set up global dimensions and shortcut dimensions
4.4 Set up default dimension for a single account and for multiple accounts
4.5 Set up default dimensions for an account type
4.6 Block combinations of dimensions or dimension values
5.1 Set up and manage approvals by using workflows
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5.2 Set up an approval hierarchy
5.3 Set up a purchase document approval system
5.4 Setting up notification
5.5 Creating the Approval Workflow
Configure financials
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1. Configure financials
2.1 Create a fiscal year
2.2 Define General Ledger Setup options
2.3 Create accounting periods
3.1 Configure the chart of accounts
3.2 Create general ledger accounts
3.3 Configure direct posting
3.4 Create account categories and subcategories
4.1 Create specific posting groups
4.2 Setting up customer posting groups
4.3 Assigning customer posting groups
4.4 Setting up Vendor posting groups.
4.5 Assigning Vendor posting groups
4.6 Inventory posting groups and inventory posting setup
4.7 Setting up inventory posting groups
4.8 Inventory Posting Setup
4.9 Assigning Inventory Posting Groups
4.10 Setting up bank account posting groups
4.11 Assigning bank account posting groups
4.12 General Posting Groups
4.13 General Product Posting Groups
4.14 General posting setup
Set up journals and bank account
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1.1 Create journal templates
1.2 Setup general journal batches
1.3 Setup Bank Accounts
1.4 To setup bank accounts
2.1 Setup Accounts Payables
2.2 Create Vendors Account
2.3 Purchases & Payables Setup
2.4 Setup Payment Journals
3.1 Setup Accounts Receivables
3.2 Sales & Receivable Setup
3.3 Setup Cash Receipt Journals
Configure Sales and Purchasing
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1.1 Set up inventory
1.2 Configure item categories and item attributes
1.3 Setup Units of Measure
1.4 Create Locations
2.1 Configure core customer settings including lead time, shipping agents, locations, and shipping addresses
2.2 Configure core vendor settings including order address, lead time, locations, and delivery terms
2.3 Configure Pricing Discounts
2.4 Sales Price & Discount
Perform Business Central Operations
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1.1 Purchase order
1.2 Apply and Save filters
1.3 Receive items associated with a purchase order
1.4 To Setup over-receipts
1.5 Undo a receipt
1.6 Create a posted invoice from a purchase order
1.7 Create purchase returns
2.1 Create quotations
2.2 Convert a quotation into an order or invoice
2.3 Convert a quotation into an invoice
2.4 Analyze item availability
2.5 Ship Items
2.6 Undo Shipments
2.7 Create an invoice from a sales order
2.8 Create Sales Returns
2.9 Configure recurring sales lines
3.1 Process purchase invoices
3.2 Process purchase credit memos
3.3 Process sales invoices
3.4 Process Sales Credit Memos
3.5 Combine order shipments into a single invoice
3.6 Correct a posted purchase invoice
3.7 Correct a posted sales invoice
4.1 Process payment journals
4.2 Process cash receipt journals
4.3 Process payment registrations
4.4 Reverse posted journals
4.5 Run the Suggest Vendor Payments action
Course Review
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Course Review
MB-800 Microsoft Dynamics 365 Business Central Functional Consultant
About Lesson

1.1 Create and configure a new company

What is it going to take to get started?

Create a new company in the on-premises version of Business Central

Set up New Company > Get Started > Migrate Business Data

Overview of getting started

  • Sign into Dynamics 365 www.office.com with you own credentials

  • Select Dynamics 365 then Business Central

  • First page Introduction of Business Central

  • Sample Company – CRONUS USA

Setting Up a new company

  • Settings

  • Setup & Extensions

  • Assisted Setup

  • Delete a company

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