Microsoft Dynamics 365 Business Central Functional Consultant

12 Monate
Hersteller-ID:
MB-800
Trainings-ID:
MB-800T00

Wichtige Information

HINWEIS:
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Inhalt des Trainings

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.

Zielgruppen

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.

Vorkenntnisse

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.

Detail-Inhalte

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

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