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MB-800 Business Central Functional Consultant Instructor Module 1

This document outlines an agenda and lessons for a training course on using Microsoft Dynamics 365 Business Central. The course introduces the various Business Central modules for finance, sales, purchasing, warehousing, manufacturing, service, projects, resources, and human resources. It covers exploring the user interface, applying filters, using keyboard shortcuts, and customizing profiles. It also provides overviews of the Business Central technology and publishing data as web services.

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Mohamed Hamed
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© © All Rights Reserved
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239 views

MB-800 Business Central Functional Consultant Instructor Module 1

This document outlines an agenda and lessons for a training course on using Microsoft Dynamics 365 Business Central. The course introduces the various Business Central modules for finance, sales, purchasing, warehousing, manufacturing, service, projects, resources, and human resources. It covers exploring the user interface, applying filters, using keyboard shortcuts, and customizing profiles. It also provides overviews of the Business Central technology and publishing data as web services.

Uploaded by

Mohamed Hamed
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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MB-800: Business

Central Functional
Consultant Beta
Teach
<Trainer Name>
Course agenda
• Introduction to Business Central
• Application Setup
• Configure Financials
• Configure Sales and Purchasing
• Operations
• Integration and Automation
Module 1: Explore use cases and common features
for Business Central modules
Module Agenda
 Explore use cases for the Finance module
 Explore use cases for the Sales And Marketing module
 Explore use cases for the Purchasing module
 Explore use cases for the Warehouse module
 Explore use cases for the Manufacturing module
 Explore use cases for the Service module
 Explore use cases for the Project module
 Explore use cases for the Resource module
 Explore use cases for the Human Resources module
Lesson 1: Explore use cases for the Finance module
Finance in Business Central
 Standard configuration for most financial processes
 Manage receivables
 Manage payables
 Manage cash and reconcile bank accounts
 Manage inventory costs
 Work with dimensions
 Work with VAT and sales tax
 Analyze financial statements
 Analyze the cash flow
Lesson 2: Explore use cases for the Sales And
Marketing module
Sales And Marketing in Business Central
 Sell products and services
 Quote to cash
 Customer administration
 Configure prices and discounts
 Make drop shipments
 Calculate order promising dates
 Sell items assembled to order
 Manage returns
Lesson 3: Explore use cases for the Purchasing
module
Purchasing in Business Central
 Purchase products and services
 Quote to cash
 Vendor administration
 Configure prices and discounts
 Receive and convert electronic documents
 Calculate dates for purchases
 Calculate replenishment plans
 Manage returns
Lesson 4: Explore use cases for the Warehousing
module
Warehousing in Business Central
 Organize items in multiple warehouses
 Receive and put away items
 Cross-dock items
 Move items in the warehouse
 Adjust items in the warehouse
 Pick and ship items
Lesson 5: Explore use cases for the Manufacturing
module
Manufacturing in Business Central
 Produce items with production BOMs and routings
 Set up work centers and machine centers
 Create production orders
 Subcontract manufacturing
 Post consumption and output
 Post capacity
 Manage scrap
Lesson 6: Explore use cases for the Service module
Service Management in Business Central
 Provide ongoing service to customers
 Set up service items
 Plan service
 Create service contracts
 Deliver service
Lesson 7: Explore use cases for the Project module
Project Management in Business Central
 Sell and manage projects
 Create jobs
 Use resources for jobs
 Budget jobs
 Consume time and material
 Invoice jobs
 Monitor job progress and performance
 Calculate and post WIP for jobs
Lesson 8: Explore use cases for the Resources module
Resource Management in Business Central
 Create resources for persons or machines
 Enter resource capacity
 Plan resources
 Set up time sheets for resources
Lesson 9: Explore use cases for the Human Resources
module
Human Resources in Business Central
 Maintain employee information in Business Central
 Register employees
 Manage employee absence
 Suggest employee payments
Module 2: Technology Overview
Module Agenda
 Explore the process for creating extensions for Business Central by using
Power Platform
 Explore multilanguage functionality
 Explore multiple client support
 Explore the process for publishing data and actions as web services from
Business Central
 Explore Microsoft 365 Cloud
 Explore differences and limitations between Business Central Essentials
and Premium
Module 3: Navigate the User Interface
Module Agenda
 Explore the different parts of the role center
 Explore the different pages
 Apply and save filters
 Use keyboard shortcuts
 Differentiate between Design, customize, and personalize profiles
 Personalize profiles
 Create links, notes, and comments
 Attach documents
Lesson 1: Explore the different parts of the role
center
Explore the different parts of the role center
Explore the different parts of the role center
 Tell me
 Notifications
 Settings
 Help
 Account management
 Departments
 Insights
 Actions
 Activities
 Reports
Lesson 2: Explore the different pages
Explore the different pages
 List pages
 Card pages
 Document pages
 Matrix pages
 Worksheet pages
Lesson 3: Apply and save filters
Overview
 Set filters on lists
 Enter filter criteria
 Save filters
Set Filters on Lists
 Enter filters:
 On the column header of a list
 In the filter pane (Shift+F3)

 Filter list by:


 Reduce the number of displayed records
 Example: Country/Region Code = US

 Filter totals by:


 Filter calculated fields
 Example: G/L account net change: 01/01/20..12/31/20
Enter Filter Criteria
 Set intervals and conditions
 In the filter pane and on request pages
 Examples:
 Interval: ..
 Either: |
 Not equal to: <>
 …

 Full list on docs.Microsoft.com:


https://docs.microsoft.com/en-us/dynamics365/business-central/ui-en
ter-criteria-filters
Save Filters
 Save a view
 Example: chart of accounts of current year and previous year
 Rename or remove a view
 Personalize to hide unwanted views or reorder views
Lesson 4: Use Keyboard Shortcuts
Use Keyboard Shortcuts
 Make it easier to navigate to different elements on a page
 Supported by most web browsers
 Overview on docs.Microsoft.com:
https://docs.microsoft.com/en-us/dynamics365/business-central/keyb
oard-shortcuts
Lesson 5: Differentiate between Design, Customize,
and Personalize Profiles
Overview
 Design pages:
 Change the page design by dragging and dropping components on the page
 Only available in the sandbox
 New extension

 Customize pages:
 Change the page design by dragging and dropping components on the page
 For a profile
 Administrator task

 Personalize pages:
 Change the page design by dragging and dropping components on the page
 For a user
Lesson 6: Personalize Profiles
Personalize Profiles
 Personalize your workspace
 Features:
 Add a field or a column
 Change the width of a column
 Move fields and columns
 Hide fields and columns
 Show hidden actions and parts
 Display fields in collapsed FastTabs
 Make fields additional
 Change the freeze pane
 Skip over a field when pressing Enter
 Reorder and remove views representing filtered lists
 Add a new action to a page or report on your Role Center
 Always start a list as expanded or collapsed
Lesson 7: Create Links, Notes, and Comments
Create Notes, Links, and Comments
 On cards and documents
 Notes:
 Write a note
 Include file links and URLs

 Links:
 Add a link to a URL or path

 Comment:
 Write a comment
Lesson 8: Attach Documents
Attach Documents
 Attach any type of file
 On card and documents
 Attach as PDF

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