Study guide for Exam MB-800: Microsoft Dynamics 365 Business Central Functional Consultant
Purpose of this document
This study guide should help you understand what to expect on the exam and includes a summary of the topics the exam might cover and links to additional resources. The information and materials in this document should help you focus your studies as you prepare for the exam.
| Useful links | Description |
|---|---|
| Review the skills measured as of March 24, 2023 | This list represents the skills measured AFTER the date provided. Study this list if you plan to take the exam AFTER that date. |
| Review the skills measured prior to March 24, 2023 | Study this list of skills if you take your exam PRIOR to the date provided. |
| Change log | You can go directly to the change log if you want to see the changes that will be made on the date provided. |
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Updates to the exam
Our exams are updated periodically to reflect skills that are required to perform a role. We have included two versions of the Skills Measured objectives depending on when you are taking the exam.
We always update the English language version of the exam first. Some exams are localized into other languages, and those are updated approximately eight weeks after the English version is updated. While Microsoft makes every effort to update localized versions as noted, there may be times when the localized versions of an exam are not updated on this schedule. Other available languages are listed in the Schedule Exam section of the Exam Details webpage. If the exam isn't available in your preferred language, you can request an additional 30 minutes to complete the exam.
Note
The bullets that follow each of the skills measured are intended to illustrate how we are assessing that skill. Related topics may be covered in the exam.
Note
Most questions cover features that are general availability (GA). The exam may contain questions on Preview features if those features are commonly used.
Skills measured as of March 24, 2023
Audience profile
Candidates for this exam are functional consultants who implement core application setup processes for small and medium businesses. They configure the application in collaboration with the implementation team to provide the business with manageability and ease of use.
Candidates implement and configure Microsoft Dynamics 365 Business Central including setting up core functionality and modules and migrating data to Business Central. They have applied knowledge of meeting business needs by specializing in one or more feature sets of Business Central.
Candidates may configure role centers including adapting insights, cues, action tiles, reports, and charts. This includes a basic understanding of financial management, sales, purchasing, and inventory. They also understand how Business Central connects to Microsoft 365, Power Platform, and Dynamics 365.
Set up Business Central (20–25%)
Configure financials (30–35%)
Configure sales and purchasing (15–20%)
Perform Business Central operations (25–30%)
Set up Business Central (20–25%)
Create and configure a company
Create a company in the on-premises and cloud-based versions of Business Central
Create a company by using Assisted Setup to copy data from an existing company
Describe the use cases and capabilities of RapidStart Services
Create a configuration worksheet
Create and use a configuration package
Create journal opening balances
Manage security
Create and manage user profiles
Set up a new user and user groups
Create and assign permission sets and permissions
Apply security filters
Set up core functionality
Set up company information
Set up printers for on-premises and cloud-based installations
Set up reports and custom report layouts
Set up and use job queues
Set up email accounts
Set up number series
Set up dimensions
Set up dimensions and dimension values
Set up global dimensions and shortcut dimensions
Set up dimensions to master data
Set up blocking combinations of dimensions and dimension values
Describe the Dimension Correction Tool
Manage approvals by using workflows
Set up native workflows
Set up a notification system
Set up approvals
Configure financials (30–35%)
Set up Finance Management
Configure General Ledger setup
Configure accounting periods
Manage the chart of accounts
Set up G/L Account Card
Create account categories and subcategories
Describe filtering on Chart of Accounts for finance reporting
Set up posting groups
Create specific posting groups including bank, customer, vendor, and inventory posting groups
Create general posting groups
Configure General Posting Setup
Set up journals and bank accounts
Set up bank accounts
Create journal templates
Create batches
Implement recurring journals
Set up accounts payables
Create vendor accounts including payment terms, vendor bank accounts, and related records
Set up payment information for vendors
Configure Purchases & Payables Setup
Set up payment journals
Describe the relationship between vendors, vendor ledger entries, and detailed vendor ledger entries
Set up accounts receivables
Create customer accounts
Configure Sales & Receivables Setup
Set up cash receipt journals
Set up payment registration
Configure customer payment methods
Describe the relationship between customers, customer ledger entries, and detailed customer ledger entries
Consolidate customer and vendor balances
Configure sales and purchasing (15–20%)
Set up inventory
Configure inventory set up
Manage items
Create locations
Describe the relationship between items, item ledger entries, and value entries
Differentiate between costing methods
Configure master data for sales and purchasing
Configure core customer settings including shipping agents, locations, and shipping addresses
Configure core vendor settings including order address, lead time, and locations
Configure pricing and discounts
Manage vendor purchase prices
Manage purchase line and invoice discounts
Manage customer sales prices
Manage sales line and invoice discounts
Perform Business Central operations (25–30%)
Perform basic tasks in Business Central
Differentiate between designing, customizing, and personalizing pages
Customize pages
Apply and save filters
Find documents and related entries
Use the Inspect pages and data feature
Perform data updates by using the Edit in Excel feature
Attach and share files by using OneDrive
Process purchases
Manage quotations
Create a purchase order
Receive items for a purchase order
Describe the over-receipt feature
Undo a receipt
Create a posted invoice from a purchase order
Configure recurring purchase lines
Process sales
Manage quotation
Convert a sales quote into a sales order or sales invoice
Analyze item availability
Ship items for a sales order
Undo shipments
Create a sales invoice from a sales order
Configure recurring sales lines
Process financial documents
Process purchase invoices
Process purchase credit memos
Process sales invoices
Process sales credit memos
Combine sales shipments into a single sales invoice
Combine purchase receipts into a single purchase invoice
Correct a posted purchase invoice
Correct a posted sales invoice
Release and reopen documents
Process prepayment invoices for purchases and sales
Process payments and journals
Process payments by using payment journals
Process receipts by using the cash receipts journal
Create bank deposits
Process payment registrations
Apply ledger entries and undo applied entries
Reverse posted journals
Study resources
We recommend that you train and get hands-on experience before you take the exam. We offer self-study options and classroom training as well as links to documentation, community sites, and videos.
| Study resources | Links to learning and documentation |
|---|---|
| Get trained | Choose from self-paced learning paths and modules or take an instructor-led course |
| Find documentation | Dynamics 365 documentation and learning modules Microsoft Dynamics 365 Business Central |
| Ask a question | Microsoft Q&A | Microsoft Docs |
| Get community support | Microsoft Dynamics Community |
| Follow Microsoft Learn | Microsoft Learn - Microsoft Tech Community |
Change log
Key to understanding the table: The topic groups (also known as functional groups) are in bold typeface followed by the objectives within each group. The table is a comparison between the two versions of the exam skills measured and the third column describes the extent of the changes.
| Skill area prior to March 24, 2023 | Skill area as of March 24, 2023 | Change |
|---|---|---|
| Audience profile | Minor | |
| Set up Business Central | Set up Business Central | No % change |
| Create and configure a new company | Create and configure a company | Minor |
| Manage security | Manage security | No change |
| Set up core app functionality | Set up core functionality | Minor |
| Set up dimensions | Set up dimensions | Major |
| Set up and manage approvals by using workflows | Manage approvals by using workflows | Major |
| Configure financials | Configure financials | No % change |
| Set up the Finance module | Set up Finance Management | Minor |
| Configure the chart of accounts | Manage the chart of accounts | Major |
| Set up posting groups | Set up posting groups | No change |
| Set up journals and bank accounts | Set up journals and bank accounts | Major |
| Set up accounts payables | Set up accounts payables | Minor |
| Set up accounts receivables | Set up accounts receivables | Minor |
| Configure sales and purchasing | Configure sales and purchasing | No % change |
| Set up inventory | Set up inventory | Major |
| Configure master data for sales and purchasing | Configure master data for sales and purchasing | No change |
| Configure pricing and discounts | Configure pricing and discounts | Minor |
| Perform Business Central operations | Perform Business Central operations | No % change |
| Perform basic tasks in Business Central | Perform basic tasks in Business Central | No change |
| Purchase items | Process purchases | Major |
| Sell items | Process sales | Minor |
| Process financial documents | Process financial documents | Minor |
| Process payments and journals | Process payments and journals | Minor |
Skills measured prior to March 24, 2023
Audience profile
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.
Candidates configure the application in collaboration with the implementation team to provide the business with manageability and ease of use. They may configure role centers including adapting insights, cues, action tiles, reports, charts, and extend Business Central by using Microsoft Power Platform components.
Candidates have applied knowledge of meeting business needs by using Business Central, including basic understanding of financial management, sales, purchasing, and inventory.
Candidates for this exam typically specialize in one or more feature sets of Business Central. They understand the role of Business Central in relationship to the Microsoft 365 and Dynamics 365 suites of applications.
Set up Business Central (20-25%)
Configure financials (30-35%)
Configure sales and purchasing (15-20%)
Perform Business Central operations (25-30%)
Set up Business Central (20–25%)
Create and configure a new company
Create a new company in the on-premises and cloud-based versions of Business Central
Create a new company from scratch by using Assisted Setup to copy data from an existing company
Describe the use cases and capabilities of RapidStart Services
Create a configuration worksheet
Create and export a configuration package
Import and apply a configuration package
Create journal opening balances
Manage security
Create and manage user profiles
Set up a new user and user groups
Create and assign permission sets and permissions
Apply security filters
Set up core app functionality
Set up company information
Set up printers for on-premises and cloud-based installations
Set up report selections
Set up and use job queues
Set up email
Set up number series
Set up dimensions
Set up dimensions and dimension values
Set up global dimensions and shortcut dimensions
Set up default dimension for a single account and for multiple accounts
Set up default dimensions for an account type or location
Block combinations of dimensions or dimension values
Set up and manage approvals by using workflows
Set up a purchase document approval system
Set up a sales document approval system
Set up document approvals
Set up a notification system
Set up an approval hierarchy
Configure financials (30–35%)
Set up the Finance module
Create a fiscal year
Define General Ledger Setup options
Create accounting periods
Configure the chart of accounts
Create and configure general ledger accounts, including blocking deletion of general ledger accounts
Configure direct posting
Create account categories and subcategories
Set up posting groups
Create specific posting groups including bank, customer, vendor, and inventory posting groups
Create general posting groups
Configure General Posting Setup
Set up journals and bank accounts
Create journal templates
Create batches
Implement number series in journals
Implement recurring journals
Set up bank accounts
Update currency exchange rates
Set up accounts payables
Create payment terms
Create vendor accounts including payment terms, vendor bank accounts, and related records
Set up payment information for vendors
Configure Purchases & Payables Setup options
Set up payment journals
Describe the relationship between vendors, vendor ledger entries, and detailed vendor ledger entries
Set up accounts receivables
Create customer accounts
Configure Sales & Receivables Setup options
Set up cash receipt journals
Set up payment registration
Configure customer payment methods
Describe the relationship between customers, customer ledger entries, and detailed customer ledger entries
Configure sales and purchasing (15–20%)
Set up inventory
Create items
Configure item categories and item attributes
Set up units of measure
Create locations
Describe the relationship between items, item ledger entries, and value entries
Differentiate between costing methods
Configure master data for sales and purchasing
Configure core customer settings including shipping agents, locations, and shipping addresses
Configure core vendor settings including order address, lead time, and locations
Configure pricing and discounts
Create vendor-specific purchase prices
Configure purchase line and invoice discounts
Create customer-specific sales prices
Configure sales line and invoice discounts
Perform Business Central operations (25–30%)
Perform basic tasks in Business Central
Differentiate between designing, customizing, and personalizing pages
Customize pages
Apply and save filters
Find documents and related entries
Use the Inspect pages and data feature
Perform data updates by using the Edit in Excel feature
Attach and share files by using OneDrive
Purchase items
Create a purchase order
Receive items for a purchase order
Describe the over-receipt feature
Undo a receipt
Create a posted invoice from a purchase order
Create a purchase credit memo
Configure recurring purchase lines
Sell items
Create a sales quote
Convert a sales quote into a sales order or sales invoice
Analyze item availability
Ship items for a sales order
Undo shipments
Create a sales invoice from a sales order
Create sales credit memos
Configure recurring sales lines
Process financial documents
Process purchase invoices
Process purchase credit memos
Process sales invoices
Process sales credit memos
Combine sales shipments into a single sales invoice
Combine purchase receipts into a single purchase invoice
Correct a posted purchase invoice
Correct a posted sales invoice
Release and reopen documents
Process payments and journals
Process payments by using payment journals
Run the Suggest Vendor Payments action
Process receipts by using the cash receipts journal
Process payment registrations
Apply ledger entries and undo applied entries
Reverse posted journals
Create bank deposits
Consolidate customer and vendor balances