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. 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.

Deploy and configure Microsoft Dynamics 365 Business Central

• Administer Dynamics 365 Business Central online
• Create new companies in Business Central
• Migrate data to Business Centtra
• Migrate on-premises data to Dynamics 365 Business Central
• Manage users and implement security in Dynamics 365 Business Central
• Set up email in Dynamics 365 Business Central
• Integrate Dynamics 365 Business Central with Outlook
• Integrate Dynamics 365 Business Central with Teams
• Create workflows in Dynamics 365 Business Central
• Use approval workflows in Dynamics 365 Business Central

Use journals in Microsoft Dynamics 365 Business Central

• Set up general journal templates in Dynamics 365 Business Central
• Create and process jurnal entries in Dynamics 365 Business Central
• Post periodic journal entries in Dynamics 365 Business Central
• Use general ledger allocations in Business Central

Build reports for Microsoft Dynamics 365 Business Central

• Introduction to report components in Dynamics 365 Business Central
• Use the report design process in Dynamics 365 Business Central
• Design the data model of a report in Dynamics 365 Business Central
• Add a layout to a report in Dynamics 365 Business Central
• Complete the report request page in Dynamics 365 Business Central
• Add reports to Tell Me and substitute a report in Dynamics 365 Business Central
• Use report triggers, functions, and processing-only reports in Dynamics 365 Business Central
• Implement multilingual reports in Dynamics 365 Business Central
• Work with reports in Dynamics 365 Business Central
• Analyze list data using data analysis mode in Business Central
• Extend reports in Dynamics 365 Business Central

Set up dimensions in Dynamics 365 Business Central

• 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

Develop using Power Apps and Power Automate for Dynamics 365 Business Central

• Introduction to Microsoft Power Platform and Business Central
• Create a canvas app based od Business Central data
• Use Power Autmate with Business Central
• Use model-driven apps and Dataverse with Business Central
• Create a custom connector to extend Microsoft Power Platform functionalities with 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 learning path

Set up cash management in Dynamics 365 Business Central

• 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

• Use the chart of accounts
• Set up account categories and subcategories
• Maintain the chart of accounts
• Review general ledger entries

Reconcile bank accounts in Microsoft Dynamics 365 Business Central

• Perform a bank reconciliation in Dynamics 365 Business Central
• Set up payment reconciliation journals in Dynamics 365 Business Central
• Use the payment reconciliation journal in Dynamics 365 Business Central

Set up financial management in Microsoft Dynamics 365 Business Central

• Set up general ledger configuration options in Dynamics 365 Business Central
• Set up number series and trail codes in Dynamics 365 Business Central
• Set up posting groups in Dynamics 365 Business Central
• Set up the chart of accounts in Dynamics 365 Business Central

Get started with Trade in Microsoft Dynamics 365 Business Central

• Work with Trade master data in Microsoft Dynamics 365 Business Central
• Set up Trade in Microsoft Dynamics 365 Business Central

Process customer and vendor payments in Microsoft Dynamics 365 Business Central

• Set up cash management in Dynamics 365 Business Central
• Enter payments in the cash receipt journal and the payment journal in Dynamics 365 Business Central
• Suggest vendor payments in Dynamics 365 Business Central
• Use checks to pay vendors in Dynamics 365 Business Central

Get started with inventory management in Microsoft Dynamics 365 Business Central

• Create items in Dynamicsl 365 Business Central
• Adjust inventory in Dynamics 365 Business Central

Set up warehouse management in Microsoft Dynamics 365 Business Central

• Get started with warehouse management in Dynamics 365 Business Central
• Set up zones and bins in Dynamics 365 Business Central
• Create new bins in Dynamics 365 Business Central
• Set up put-away templates in Dynamics 365 Business Central
• Configure bins on the location card in Dynamics 365 Business Central
• Prepare warehouse management for item tracking in Dynamics 365 Business Central

Sell items and services in Microsoft Dynamics 365 Business Central

• Create sales documents in Dynamics 365 Business Central
• Ship and invoice items in Dynamics 365 Business Central
• Manage sales price lists in Dynamics 365 Business Central
• Manage sales prices in Dynamics 365 Business Central
• Set up discounts for your customers in Dynamics 365 Business Central
• Promising sales order delivery in Dynamics 365 Business Central

Work with the Microsoft Dynamics 365 Business Central user interface

• User interface essentials in Dynamics 365 Business Central
• Personalize the Microsoft Dynamics 365 Business Central user interface
• Use alternative interfaces for Dynamics 365 Business Central

Set up Microsoft Dynamics 365 Business Central for reporting

• Change how documents look in Business Central
• Configure Business Central for Excel and Power BI

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
• Use the built-in rich text editor to enter data
• Scan barcodes in the mobile app
• Enable users to search for a page
• Define actions on a page and its properties
• Add existing hidden fields to pages

Work like a pro with data in Business Central

• Explore and modify information in Business Central
• Search, filter, sort and select data in Business Central
• Master, supplemental and personal data in Business Central

Purchase items and services in Microsoft Dynamics 365 Business Central

• Create purchase documents in Dynamcis 365 Business Central
• Receive and invoice items in Dynamics 365 Business Central
• Set up purchase prices and discounts in Dynamics 365 Business Central
• Post purchase item charges in Dynamics 365 Business Central
• Estimate purchase order receipt dates in Dynamics 365 Business Central

Return items in Microsoft Dynamics 365 Business Central

• Set up returns management in Dynamics 365 Business Central
• Manage customer returns in Dynamics 365 Business Central
• Manage returns to vendors in Dynamics 365 Business Central

Create purchase documents in Dynamics 365 Business Central

• Create a blanket order
• Manage blanket purchase orders
• Manage purchase orders
• Describe responsibility centers

Create sales documents in Dynamics 365 Business Central

• 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

Perform a bank reconciliation in Dynamics 365 Business Central

• Post the bank account reconciliation
• Import a bank statement
• Reconcile bank accounts with Copilot
• Undo a bank account reconciliation

Assemble items in Microsoft Dynamics 365 Business Central

• Set up assembly management in Dynamics 365 Business Central
• Set up assembly items in Dynamics 365 Business Central
• Assemble to order in Dynamics 365 Business Central
• Assemble to stock in Dynamics 365 Business Central
• Assemble for a project in Dynamics 365 Business Central

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.