Skills at a glance

• Set up Business Central (15–20%)

• Configure financials (30–35%)

• Configure sales and purchasing (15–20%)

• Perform Business Central operations (30–35%)

Set up Business Central (15–20%)

Configure financials (30–35%)

Configure sales and purchasing (15–20%)

Perform Business Central operations (30–35%)

Set up Business Central (15–20%)

Create and configure a company

• Create a company in Business Central

• Create a company by using Assisted Setup

• Describe the use cases and capabilities of configuration packages

• Create a configuration worksheet

• Create and use a configuration package

• Create journal opening balances

• Migrate data

Create a company in Business Central

Create a company by using Assisted Setup

Describe the use cases and capabilities of configuration packages

Create a configuration worksheet

Create and use a configuration package

Create journal opening balances

Migrate data

Manage security

• Create and manage user profiles

• Set up a new user

• Create and assign permission sets and permissions

• Apply security filters

• Manage user permissions by using security groups

Create and manage user profiles

Set up a new user

Create and assign permission sets and permissions

Apply security filters

Manage user permissions by using security groups

Set up core functionality

• Set up company information

• Set up reports and configure report layouts

• Set up and use job queues

• Set up email accounts

• Set up number series

Set up company information

Set up reports and configure 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 default dimensions for master data

• Set up blocking combinations of dimensions and dimension values

• Describe the Dimension Correction Tool

• Set up default dimensions for account types

• Set up default dimension priorities

Set up dimensions and dimension values

Set up global dimensions and shortcut dimensions

Set up default dimensions for master data

Set up blocking combinations of dimensions and dimension values

Describe the Dimension Correction Tool

Set up default dimensions for account types

Set up default dimension priorities

Manage approvals by using workflows

• Set up native workflows

• Set up a notification system

• Set up users for approval and workflow user groups

Set up native workflows

Set up a notification system

Set up users for approval and workflow user groups

Describe Business Central integrations with other products

• Describe use cases for Microsoft 365 integration, including Microsoft Excel, OneDrive, Outlook, Teams, and Word

• Describe uses cases for Microsoft Power Platform integration

Describe use cases for Microsoft 365 integration, including Microsoft Excel, OneDrive, Outlook, Teams, and Word

Describe uses cases for Microsoft Power Platform integration

Configure financials (30–35%)

Set up Finance Management

• Configure General Ledger setup

• Configure accounting periods

• Set up payment terms

Configure General Ledger setup

Configure accounting periods

Set up payment terms

Manage the chart of accounts

• Set up general ledger account card

• Create account categories and subcategories

• Create financial reports based on the Account Categories field and statistical accounts

Set up general ledger account card

Create account categories and subcategories

Create financial reports based on the Account Categories field and statistical accounts

Set up posting groups

• Create specific posting groups including bank, customer, vendor, and inventory posting groups

• Create general posting groups

• Configure General Posting Setup

• Configure Inventory Posting Setup

Create specific posting groups including bank, customer, vendor, and inventory posting groups

Create general posting groups

Configure General Posting Setup

Configure Inventory Posting Setup

Set up journals and bank accounts

• Set up bank accounts

• Create journal templates, including no. series

• Create batches

• Implement recurring journals

Set up bank accounts

Create journal templates, including no. series

Create batches

Implement recurring journals

Set up accounts payables

• Create vendor accounts, including payment terms, vendor bank accounts, and related records

• Configure Purchases & Payables Setup

• Set up payment journals

• Describe the relationship between vendors, vendor ledger entries, and detailed vendor ledger entries

Create vendor accounts, including payment terms, vendor bank accounts, and related records

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

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

Configure sales and purchasing (15–20%)

Set up inventory

• Configure inventory set up

• Manage items, including item categories, item attributes, and units of measure

• Create locations

• Describe the relationship between items, item ledger entries, and value entries

• Differentiate between costing methods

Configure inventory set up

Manage items, including item categories, item attributes, and 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 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

Manage vendor purchase prices

Manage purchase line and invoice discounts

Manage customer sales prices

Manage sales line and invoice discounts

Perform Business Central operations (30–35%)

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 Microsoft OneDrive

• Describe and analyze telemetry

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 Microsoft OneDrive

Describe and analyze telemetry

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

• Manage blanket purchase orders

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

Manage blanket purchase orders

Process sales

• Manage quotations

• 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

• Manage blanket sales orders

Manage quotations

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

Manage blanket sales orders

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 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 receipt journal

• Process payment registrations

• Apply ledger entries and undo applied entries

• Reverse posted journals

Process payments by using payment journals

Process receipts by using the cash receipt journal

Process payment registrations

Apply ledger entries and undo applied entries

Reverse posted journals