MB-800T00 Microsoft Dynamics 365 Business Central Functional Consultant

Dynamics 365 Business Central wurde für kleine und mittlere Unternehmen entwickelt und optimiert und ist eine Anwendung für Unternehmen, deren Anforderungen die Möglichkeiten der anfänglich verwendeten Geschäftsanwendungen mittlerweile übertreffen. Wachsende Unternehmen entwickeln häufig höhere Anforderungen, als mit ihren grundlegenden Buchhaltungsanwendungen oder ERP-Legacysystemen (Enterprise Resource Planning) erfüllt werden können, die keine größeren Lagerbestände und Transaktionen verarbeiten können, nicht mit anderen Branchensystemen integriert sind und Berichtseinschränkungen aufweisen. Unternehmen haben auch mit der Logistik der Bereitstellung von Diensten zu kämpfen, die in der Cloud mehr Skalierbarkeit, erhöhte Mobilität und Verfügbarkeit bieten.

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Nehmen Sie an einem unserer Standorte Frankfurt, München und Wien oder virtuell an unseren Klassenraumtrainings teil. Unter „Termin buchen“ werden Ihnen alle Optionen angezeigt, zuerst sortiert nach Standort, dann nach Datum.

Dauer

Trainingssprache

Deutsch

Trainingsart

brainyCLASS (offen)

Was werden Sie in diesem Training erlernen?

Mit Business Central können Sie Ihre Finanzdaten verwalten, Ihre Lieferkette automatisieren und absichern, Produkte oder Services intelligenter verkaufen, den Kundenservice und die Projektleistung verbessern und Ihre Betriebsabläufe optimieren.

Agenda

Start your free Dynamics 365 Business Central trial

Introduction - Create your own Business Central account

Use a demo database

Start a trial with your own data

Extend your trial and subscribe or unsubscribe your organization

Introducing Microsoft Dynamics 365 Business Central

Introduction to Business Central

Identify available subscription types for Business Central

Explore the relationship management functionality

Use Dynamics 365 Sales with Business Central

Discover supply chain management capabilities

Process and administer the purchase cycle

Process and administer the sales cycle

Send documents to customers

Explore how to administer jobs

Discover service management capabilities

Business Central manufacturing capabilities

Business Central Human Resources capabilities

In Microsoft 365 experience for Business Central

Customize Microsoft Dynamics 365 Business Central

Introduction - Cloud architecture for Business Central

Tailor, extend, and build applications

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

Monitoring and analyzing telemetry

Analyze performance using the In-client performance profiler

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

Create new companies with demo data for manufacturing scenarios

Create a new company by copying data from an existing company

Set up company information

Migrate data to Business Central

Introduction - Data migration concepts

Use the data migration assisted setup

Work with data templates

Import data from Excel

Create journal opening balances

Import business data from other finance systems

Set up a company with RapidStart services

Manage users and implement security in 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

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

Integrate 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

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

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

User interface essentials in Dynamics 365 Business Central

Introduction to the user interface - The app bar

App launcher

Business Central main pages

Search for Page or the Tell Me icon

My settings

Get help

Tour Business Central

Different types of pages in the user interface

Use the Role Explorer

More user interface features

Personalize the Microsoft Dynamics 365 Business Central user interface

Introduction - Personalize the Business Central user interface

Personalize the Role Center

Personalize list and card pages

Personalize document pages and add fields

Use alternative interfaces for Dynamics 365 Business Central

Introduction

Explore the user interface on your smartphone and tablet

Use the Outlook interface for Business Central

Use Microsoft Teams to share business data

Change how documents look in Business Central

Overview of report and document layouts

Create and modify a custom report or document layout

Update report or document layouts

Change which layout is currently used on a report

Implement report selections

Manage saved settings for reports

Set up printers

Configure Business Central for Excel and Power BI

Create web services to link Power BI and Business Central

Add Business Central as a data source in Power BI

Create list data Power BI reports to display in Business Central

Configure Business Central apps in Power BI

Work with business data in Excel

Analyze, group, and pivot data on list pages using data analysis mode

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

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 Application FastTab

Enable data check

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

Set up trail codes

Set up posting groups in Dynamics 365 Business Central

Introduction - Set up and assign specific posting groups

Set up and assign inventory posting groups

General posting groups

Configure the general posting setup

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

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

Set up general journal templates in Dynamics 365 Business Central

Introduction - Set up general journal templates

Set up general journal batches

Create and process journal entries in Dynamics 365 Business Central

Introduction - Create journal entries

Process journal entries

Use standard journals

Correct journal entries

Set up checking documents and journals while you work

Post periodic journal entries in Dynamics 365 Business Central

Introduction to recurring journals

Allocate amounts

Edit recurring journals in Excel

Work with Trade master data in Microsoft Dynamics 365 Business Central

Introduction

Set up units of measure

Assign characteristics to an item

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

Set up Trade in Microsoft Dynamics 365 Business Central

Introduction

Purchases and payables setup

Set up locations

Inventory setup

Create purchase documents in Dynamics 365 Business Central

Introduction - Create a purchase quote

Create a blanket order

Manage purchase orders

Describe responsibility centers

Receive and invoice items in Dynamics 365 Business Central

Introduction - Receive items

Reverse a receipt

Process vendor invoices

Review posted purchase documents

Reverse or correct a posted purchase invoice

Set up purchase prices and discounts in Dynamics 365 Business Central

Introduction - Set up purchase prices

Use special prices in purchase orders

Set up line discounts

Set up invoice discounts

Post purchase item charges in Dynamics 365 Business Central

Process item charges in a purchase order

Process item charges in a purchase invoice

Analyze the direct unit cost of an item

Estimate purchase order receipt dates in Dynamics 365 Business Central

Introduction - Set up order promising

Estimate purchase order receipts

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

Ship and invoice items in Dynamics 365 Business Central

Introduction - Ship items to customers

Reverse a shipment

Invoice customers

Review posted sales documents

Reverse or correct a posted sales invoice

Process prepayment invoices for sales and purchases

Manage sales prices in Dynamics 365 Business Central

Introduction - Set up sales prices for a customer

Set up sales prices for customer groups

Use special prices in sales orders

Create new sales prices

Bulk edit the unit price on the item card

Set up discounts for your customers in Dynamics 365 Business Central

Introduction - Set up line discounts

Use line discounts when selling items to customers

Set up invoice discounts

Use invoice discounts when selling items to customers

Promising sales order delivery in Dynamics 365 Business Central

Introduction - Sales order promising key concepts

Set up order promising

Promising sales order delivery

Set up returns management in Dynamics 365 Business Central

Introduction - Set up sales return order management

Set up purchase return order management

Return reasons

Manage customer returns in Dynamics 365 Business Central

Introduction - Replace wrong items

Return defective items to vendors

Manage returns to vendors in Dynamics 365 Business Central

Introduction - Register a comensation agreement with a vendor

Aply exact cost reversing

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

Set up payment registration

Enable customer payments through payment services

Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central

Introduction - Enter payments

Apply payments

Unapply customer and vendor ledger entries

Process payment registrations

Set up payment tolerances

Set up G/L accounts for payment tolerances

Process payment tolerances when posting payments

Suggest vendor payments in Dynamics 365 Business Central

Introduction - Suggest vendor payments

Suggest payments by using vendor priority and available amounts

Pay invoices on their due date

Use checks to pay vendors in Dynamics 365 Business Central

Introduction - Enter and post payables checks

Print and post payables checks

Void a check

Check your knowledge

Perform a bank reconciliation in Dynamics 365 Business Central

Introduction to and completing the reconciliation process

Post the bank account reconciliation

Import a bank statement6 min

Undo a bank account reconciliation

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

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

REVIEWING ARCHITECTING CONCEPTS

SINGLE TO MULTIPLE ACCOUNTS

Group Exercise: Review Architecting on AWS core best practices
AWS Organizations for multi-account access and permissions
AWS SSO to simplify access and authentication across AWS accounts and third-party services
AWS Control Tower
Permissions, access, and authentication

HYBRID CONNECTIVITY

SPECIALIZED INFRASTRUCTURE

Zielgruppe

Die Kandidaten für diese Prüfung sind funktionale Berater, die zentrale Anwendungseinrichtungsprozesse für kleine und mittlere Unternehmen implementieren. Sie implementieren und konfigurieren Microsoft Dynamics 365 Business Central, einschließlich der Einrichtung von Kernfunktionen und -modulen sowie der Migration von Daten nach Business Central. Die Kandidaten konfigurieren die Anwendung in Zusammenarbeit mit dem Implementierungsteam, um dem Unternehmen Verwaltbarkeit und Benutzerfreundlichkeit zu bieten. Sie können Rollenzentren konfigurieren, einschließlich der Anpassung von Einblicken, Hinweisen, Aktionskacheln, Berichten und Diagrammen, und Business Central mit Hilfe von Power Platform-Komponenten erweitern. Die Kandidaten verfügen über angewandtes Wissen zur Erfüllung von Geschäftsanforderungen durch den Einsatz von Business Central, einschließlich eines grundlegenden Verständnisses von Finanzmanagement, Vertrieb, Einkauf und Inventar. Kandidaten für diese Prüfung spezialisieren sich in der Regel auf einen oder mehrere Funktionssätze von Business Central. Sie verstehen die Rolle von Business Central im Zusammenhang mit den Microsoft 365- und Dynamics 365-Anwendungssuites.

Voraussetzung für den Kurs

Ein dedizierter Dynamics 365 Business Central Functional Consultant muss über praktische Kenntnisse von Business Central und Kenntnisse über Branchenterminologie, Prioritäten, Standards, Methodiken und bewährte Methoden verfügen. Der Consultant muss über die Verwendung von Dynamics 365 Business Central praktische Kenntnisse über die Erfüllung der Geschäftsanforderungen einschließlich grundlegender Kenntnisse über Finanzmanagement, Verkauf, Einkauf und Inventar haben. Die Kenntnisse des Consultant sollten ein umfassendes Verständnis der Rolle der Business Central-Anwendung in Bezug auf die Microsoft 365- und Dynamics 365-Anwendungssuites beinhalten.

Partner

Microsoft Technik