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Home - Lessons - Dynamics 365 Business Central Training (MB-800) - M8 — Capstone: Take a Business Central Company Live - Configure posting groups, VAT or GST codes, customer and vendor accounts

Dynamics 365 Business Central Training (MB-800) Configure posting groups, VAT or GST codes, customer and vendor accounts
Dynamics 365 Business Central Training (MB-800)
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M1 — Company Setup, Numbering and Dimensions
Create a company with Assisted Setup and record the configuration worksheet
Reading
Build configuration packages and migrate data into a new Business Central company
Reading
Set up number series for general ledger, customers, vendors and documents
Reading
Define dimensions, global and shortcut dimensions with blocking combinations
Reading
Apply default dimensions to master data, account types and posting groups
Reading
Plan the implementation phases with a company creation checklist and owner sign-off
Reading
M2 — Ledger, Posting Groups, Banking and Tax
Configure general ledger setup, accounting periods and deferrals
Reading
Create general posting groups and specific posting groups for each account type
Reading
Set up bank accounts, journal templates, batches and recurring journals
Reading
Create customer and vendor accounts with payment terms, methods and bank details
Reading
Configure VAT and GST codes, post VAT groups and the tax reporting period
Reading
Trace a posted entry from the item ledger through to the general ledger entry
Reading
M3 — Sales and Purchasing Configuration
Create quotes and convert them to orders and invoices with posting rules
Reading
Configure blanket sales orders and blanket purchase orders with release schedules
Reading
Apply credit limits, customer discounts, line discounts and price lists
Reading
Manage vendor purchase prices, purchase line discounts and invoice discounts
Reading
Set up recurring sales and purchase lines and the deferrals that apply to them
Reading
Check item availability, blocking and reservations before an order ships
Reading
M4 — Inventory, Warehousing and Fixed Assets
Configure item categories, units of measure, item attributes and variants
Reading
Create locations, bins and warehouses with the receipt and shipment flow
Reading
Process receipts, shipments, transfers, reclassification and inventory counts
Reading
Choose between FIFO, LIFO, average and specific costing for an item
Reading
Set up fixed asset classes, depreciation books and depreciation methods
Reading
Post fixed asset acquisition, depreciation and disposal entries
Reading
M5 — Role Centres, Reports and Extensions
Configure role centres with cues, action tiles and account insights
Reading
Design report layouts, add columns and schedule the recurring report run
Reading
Set up the job queue for nightly exports, posting and reporting
Reading
Customise pages, apply personalisations and use the analysis mode for a view
Reading
Install, extend and publish a Business Central extension as an AppSource package
Reading
Choose between a page customisation, an extension and a report rewrite for a change
Reading
M6 — Integration and Copilot in Business Central
Connect Business Central with Outlook, Excel and the Business Central app for Teams
Reading
Plan the integration with Power Platform apps and other Dynamics 365 applications
Reading
Expose Business Central data through APIs, OData feeds and scheduled automation
Reading
Configure document handling for incoming invoices, orders and attachments
Reading
Enable Copilot in Business Central and configure the built-in agents
Reading
Review licensing, per licence limits and the app dependencies a go-live needs
Reading
M7 — Operations, Security and Audit
Set up users, user groups and permission sets with page and field level limits
Reading
Assign approval workflows, notification schedules and workflow user groups
Reading
Apply security filters, audit code and the change log to master data
Reading
Post journals, cash receipt journals, payment journals and bank reconciliations
Reading
Correct posted invoices, reopen documents and revalue currency balances
Reading
Use Edit in Excel and the analysis mode for bulk updates without breaking history
Reading
M8 — Capstone: Take a Business Central Company Live
Create the company, chart of accounts, dimensions and opening balances
Reading
Configure posting groups, VAT or GST codes, customer and vendor accounts
Reading
Post a purchase cycle from quote to order, receipt, invoice and payment
Reading
Post a sales cycle from quote to order, shipment, invoice and receipt with a credit check
Reading
Build a role centre, a report layout and one small extension for the finance team
Reading
Sit a timed MB-800 practice paper and score it by the four published domains
Reading
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