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. 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.

Die Kandidat*innen für diese Prüfung sind funktionale Berater*innen, 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 Kandidat*innen 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 Kandidat*innen 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.

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.

Create new companies in Business Central

    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

Create and process journal entries in Dynamics 365 Business Central

    Process journal entries
    Use standard journals
    Correct journal entries
    Set up checking documents and journals while you work

Administer Dynamics 365 Business Central online

    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
    Describe and analyze telemetry
    Monitoring and analyzing telemetry
    Analyze performance using the In-client performance profiler
    Work with the Performance Toolkit extension
    Configure a BCPT suite
    Use APIs for automation and administration

Migrate data to Business Central

    Use the data migration assisted setup
    Work with data templates
    Import data from Excel
    Migrate data using the Copy data from company function in the configuration worksheet
    Create journal opening balances
    Import business data from other finance systems
    Set up a company with configuration tools
    Set up and sync master data across companies

Manage users and implement security in Business Central

    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

Work with reports in Dynamics 365 Business Central

    Preview and run reports
    Set the layout used by a report
    Set up printers

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

Create workflows in Dynamics 365 Business Central

    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

Introduction to Microsoft Power Platform and Business Central

    Explore data connectors
    Explore Business Central connectors
    Get started with Power Apps
    Get started with Power Automate
    Embed Microsoft Power Platform in Business Central

Introduction to integrating Dataverse with Dynamics 365 Business Central

    Create an environment
    Start with Dataverse
    Extend Dataverse
    Base Integration Solution

Get started with the Shopify connector in Dynamics 365 Business Central

    Create a Shopify account
    Activate test payments
    Install the Shopify app in Business Central
    Prerequisites to proceed with the course

Set up general ledger configuration options in Dynamics 365 Business Central

    Set up the General FastTab
    Set up the Dimensions FastTab
    Set up the Background Posting FastTab
    Set up the Reporting FastTab
    Set up the Application FastTab
    Enable data check

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
    Consolidate customer and vendor balances
    Set up payment registration
    Enable customer payments through payment services

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 posting groups in Dynamics 365 Business Central

    Allow multiple posting groups for customers and vendors
    Set up and assign inventory posting groups
    General posting groups
    Configure the general posting setup

Set up general journal templates in Dynamics 365 Business Central

    Introduction - Set up general journal templates
    Set up general journal batches

Post periodic journal entries in Dynamics 365 Business Central

    Introduction to recurring journals
    Allocate amounts
    Set up bank export and import formats
    Edit recurring journals in Excel

Set up Trade in Microsoft Dynamics 365 Business Central

    Purchases and payables setup
    Set up locations
    Inventory setup

Create items in Dynamics 365 Business Central

    Create a new inventory item
    Manage items, item categories, item attributes, and units of measure
    Create items with variants
    Create stock keeping units
    Set up item templates
    Create a new service item
    Create a new non-inventory item

Create new bins in Dynamics 365 Business Central

    Set up bin templates
    Create new bins with the bin creation worksheet

Set up discounts for your customers in Dynamics 365 Business Central

    Use line discounts when selling items to customers
    Set up invoice discounts
    Use invoice discounts when selling items to customers
    Manage the new sales pricing experience

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

    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

    End-to-end process of migrating data
    Run the Cloud Migration tool
    Address common questions and issues with migrations
    Describe cloud migration APIs

Work with pages in Dynamics 365 Business Central

    Get started with pages
    Identify different page types
    Configure the different page properties
    Build a page layout by using controls
    Link pages with page parts
    Use snippets in Visual Studio Code to create pages
    Set different control properties
    Enable users to search for a page
    Define actions on a page and its properties
    Add existing hidden fields to pages

Master, supplemental and personal data in Business Central

    Introduction - Explore contact master data
    Review customer master data
    Explore vendor master data
    Get to know the item master data
    Explore general ledger accounts
    Deleting master data
    Overview of supplemental data
    How to handle personal data

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

Receive and invoice items in Dynamics 365 Business Central

    Introduction - Receive items
    Receive more items than ordered with over-receipt codes
    Reverse a receipt
    Process vendor invoices
    Review posted purchase documents
    Reverse or correct a posted purchase invoice

Create purchase documents in Dynamics 365 Business Central

    Introduction - Create a purchase quote
    Create a blanket order
    Manage blanket purchase orders
    Manage purchase orders
    Describe responsibility centers

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

Set up returns management in Dynamics 365 Business Central

    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

Perform a bank reconciliation in Dynamics 365 Business Central

    Introduction to and completing the reconciliation process
    Post the bank account reconciliation
    Import a bank statement
    Reconcile bank accounts with Copilot
    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 automatic payment application and payment application rules
    Set up bank statement file import

Use the payment reconciliation journal in Dynamics 365 Business Central

    Reconcile payments by using automatic applications
    Map text on recurring payments
    Post and reconcile the payment reconciliation

Set up assembly management in Dynamics 365 Business Central

    Set up warehouses for assembly