MS D365 Business Central Certification Course

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.

Certification New

 

 

 

 

 

 

 

Course Content

Create your own Business Central Account

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

Manage Security

  1. Create & manage user profile
  2. Set up a new user and user groups
  3. Create and assign permission sets and permission
  4. Apply security filters

Set up core app functionality

  1. Set up company information
  2. Set up printer for on-premises and cloud-based installations
  3. Set up report selections
  4. Set up and use jobs queues
  5. Set up email
  6. Set up number series

Set up dimensions

  1. Set up dimensions and dimension values
  2. Set up global dimensions and shortcut dimensions
  3. Set up default dimensions for a single account and multiple account
  4. Set up default dimensions for an account type or location
  5. Block combinations of dimensions or dimensions values

Set up and manage approval by using workflow

  1. Set up purchase document approval system
  2. Set up sales document approval system
  3. Set up document approval
  4. Set up a notification system.
  5. Set up an approval hierarchy

Set up the finance module

  1. Create a fiscal year
  2. Define general ledger setup options
  3. Create accounting periods

Configure the chart of accounts

  1. Create and configure general ledger accounts, including blocking deletion of general ledger accounts
  2. Configure direct posting
  3. Create account categories and subcategories

Set up journals and bank accounts

  1. Create journal templates
  2. Create batches
  3. Implement number series in journals
  4. Implement recurring journals
  5. Set up bank accounts
  6. Update currency exchange rates

Set up accounts receivable

  1. Create customer accounts
  2. Configure sales and receivables setup options
  3. Set up cash receipt journals
  4. Set up payment registration
  5. Configure customer payment methods
  6. Describe the relationship between customers, customer ledger entries and detailed customer ledger entries

Configure master data for Sales & Purchasing

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

Perform basic tasks in Business Central

  1. Differentiate between designing, customizing and personalizing pages
  2. Customize pages
  3. Apply and save filters
  4. Find documents and related entries
  5. User the inspect pages and data feature
  6. Perform data updates by using the edit in excel feature
  7. Attach and share files using OneDrive

Sell Items

  1. Create a sales quote
  2. Convert sales quote into a sales order or sales invoice
  3. Analyse item availability
  4. Ship items for sales order
  5. Undo shipments
  6. Create a sales invoice from sales order
  7. Create sales credit memo

Process payments & journals

  1. Process payments by using payment journals
  2. Run the suggest vendor payment action
  3. Process receipt by using cash receipt journals
  4. Process payment registration
  5. Apply ledger entries and undo applied entries
  6. Reverse posted journal entries
  7. Create bank deposits
  8. Consolidate Customer and vendor balance

Set up posting groups

  1. Create specific posting groups including bank, customer, vendor and inventory posting groups
  2. Create general posting groups
  3. Configure general posting setup

Set up accounts payables

  1. Create payment terms
  2. Create vendor accounts including payment terms, vendor bank accounts, and related records
  3. Set up payment information for vendors
  4. Configure purchase & payable setup options
  5. Set up payment journals
  6. Describe the relationship between vendors, vendor ledger entries and detailed vendor ledger entries

Set up Inventory

  1. Create item
  2. Configure item categories and item attributes
  3. Set up units of measure
  4. Create locations
  5. Describe the relationship between items, item ledger entries and value entries
  6. Differentiate between costing methods

Configure pricing & discounts

  1. Create vendor specific purchase prices
  2. Configure purchase line and invoice discounts
  3. Create customer specific sales price
  4. Configure sales line and invoice discounts

Purchase Items

  1. Create a purchase order
  2. Receive item for a purchase order
  3. Describe the over-receipt feature
  4. Undo receipt
  5. Create posted invoice from purchase order
  6. Create purchase credit memo
  7. Configure recurring purchase lines

Processing Financial Documents

  1. Process purchase invoice
  2. Process purchase credit memos
  3. Process sales invoices
  4. Process sales credit memos
  5. Combine sales shipments into a single invoice, Combine purchase receipts into a single purchase invoice
  6. Correct posted purchase invoice
  7. Correct posted sales invoice
  8. Release and reopen documents