Built and optimised for small and medium businesses, Dynamics 365 Business Central is an application for companies that have outgrown their entry-level business applications. Growing businesses often outgrow their basic accounting software or legacy enterprise resource planning (ERP) systems that are unable to handle increased inventory and transactions, lack integration with other line-of-business systems, and have reporting limitations.

Businesses are also challenged with the logistics of providing services that have more scalability, increased mobility, and availability in the cloud. With Business Central, you can manage your financials, automate and secure your supply chain, sell smarter, improve customer service and project performance, and optimise your operations.

As a candidate for this certification, you’re a functional consultant who implements core application setup processes for small and medium businesses. You configure the application in collaboration with the implementation team to provide the business with manageability and ease of use.

You implement and configure Microsoft Dynamics 365 Business Central including:

• Setting up core functionality and modules, including:
  • Financial management
  • Sales
  • Purchasing
  • Inventory
• Migrating data to Business Central.

You have applied knowledge of meeting business needs by specialising in one or more feature sets of Business Central.

Module 1: Deploy and configure Microsoft Dynamics 365 Business Central

Module 2: Use journals in Microsoft Dynamics 365 Business Central

Module 3: Build reports for Microsoft Dynamics 365 Business Central

Module 4: Develop using Power Apps and Power Automate for Dynamics 365 Business Central

Module 5: Configure Sales and Purchasing

Module 6: Reconcile bank accounts in Microsoft Dynamics 365 Business Central

Module 7: Set up financial management in Microsoft Dynamics 365 Business Central

Module 8: Get started with Trade in Microsoft Dynamics 365 Business Central

Module 9: Process customer and vendor payments in Microsoft Dynamics 365 Business Central

Module 10: Get started with inventory management in Microsoft Dynamics 365 Business Central

Module 11: Set up warehouse management in Microsoft Dynamics 365 Business Central

Module 12: Sell items and services in Microsoft Dynamics 365 Business Central

Module 13: Work with the Microsoft Dynamics 365 Business Central user interface

Module 14: Set up Microsoft Dynamics 365 Business Central for reporting

Module 15: Work like a pro with data in Business Central

Module 16: Purchase items and services in Microsoft Dynamics 365 Business Central

Module 17: Return items in Microsoft Dynamics 365 Business Central

Module 18: Assemble items in Microsoft Dynamics 365 Business Central

By the end of the course you should be able to:

• Implement and configure Microsoft Dynamics 365 Business Central including setting up core functionality and modules and migrating data to Business Central.
• Configure the application in collaboration with the implementation team to provide the business with manageability and ease of use.
• Configure role centers including adapting insights, cues, action tiles, reports, charts, and extend Business Central by using Power Platform components.
• Demonstrate applied knowledge of meeting business needs by using Business Central, including basic understanding of financial management, sales, purchasing, and inventory.
• Understand the role of Business Central in relationship to the Microsoft 365 and Dynamics 365 suites of applications.

Candidates for this exam typically specialise in one or more feature sets of Business Central.

A Dynamics 365 Business Central core functional consultant must have applied knowledge of Business Central and have an understanding of industry terminology, priorities, standards, methodologies, and best practices.

The consultant must have applied knowledge of meeting business needs by using Dynamics 365 Business Central, including basic understanding of financial management, sales, purchasing, and inventory.

The consultant’s knowledge should include a comprehensive understanding of the Business Central application’s role in relationship to the Microsoft 365 and Dynamics 365 suites of applications.

With model-driven apps, organisations can customise their user experiences with little to no code and create powerful applications that empower their users and increase productivity. This course is designed to help students learn the skills necessary to configure the Dynamics 365 customer experience model-driven apps, which include Dynamics 365 Sales and Dynamics 365 Customer Insights.

In this course, students will learn how to create tables and columns, work with Microsoft Dataverse, and configure the user experience inside a model-driven application. This course is part of a four-course series (MB-280T01-T04) aligning to the MB-280 certification exam.

Module 1: Get started using Dataverse

Module 2: Create relationships, business rules, calculations and rollups in Dataverse

Module 3: Customise the command bar in Power Apps

Module 4: Visualise, import and export Microsoft Dataverse data

By the end of the course, you should be able to:

• Configure Dynamics 365 Sales standard and premium features.
• Implement collaboration features.
• Configure the security model.
• Perform Dynamics 365 Sales customisations.
• Extend Dynamics 365 Sales with Microsoft Power Platform.
• Deploy the Dynamics 365 App for Outlook.
• Set up journeys to support sales-related processes using Dynamics 365 Customer Insights – Journeys.
• Create Dynamics 365 Customer Insights – Data unified profiles from different data sources.

As a candidate, you need:

• Experience configuring model-driven apps in Microsoft Power Apps.
• An understanding of accounts, contacts, and activities.
• An understanding of leads and opportunities.
• An understanding of the components of model-driven apps, including forms, views, charts, and dashboards.
• An understanding of model-driven app personal settings.
• Experience working with Dataverse solutions.
• An understanding of Dataverse, including tables, columns, and relationships.
• Familiarity with Power Automate cloud flow concepts, such as connectors, triggers, and actions.
• An understanding of the Dataverse security model and features, including business units, security roles, and row ownership and sharing.
• An understanding of the Dynamics 365 Sales Insights and Copilot functions that enhance, guide, and support the sales process.
• An understanding of how Dynamics 365 Customer Insights – Journeys and Dynamics 365 Customer Insights – Data can personalise and support sales activities.

Microsoft Dynamics 365 Customer Service offers any organisation an opportunity for customer success. Using tools such as automatic case creation and queue management frees up your time to dedicate it where you can have a greater impact, directly with your customers.

From creating cases to interacting with customers to resolving those cases, learn from data analysis the key details to help you resolve similar cases faster or avoid new issues altogether.

Module 1: Work with cases in Dynamics 365 Customer Service

Module 2: Work with entitlements and service level agreements in Dynamics 365 Customer Service

Module 3: Work with Knowledge Management Solutions in Dynamics 365 Customer Service

Module 4: Help service reps be more productive in Dynamics 365 Customer Service

Module 5: Route and distribute work in Dynamics 365 Customer Service

Module 6: Connect and engage with customers with Omnichannel for Dynamics 365 Customer Service

Module 7: Create surveys with Dynamics 365 Customer Voice

By the end of the course you should have:

• Comprehensive understanding of the customer service application’s role in relationship to the Dynamics 365 suite of apps.
• Basic understanding of the solution architecture.

As a candidate for this certification, you’re a functional consultant with customer service expertise. You’re responsible for implementing solutions that focus upon:

• Customer service
• Quality
• Reliability
• Efficiency
• Customer satisfaction

You design and implement service management processes and automation in collaboration with solution architects and developers. You coordinate with customer engagement administrators to implement and upgrade customer service components including:

• Dynamics 365 Contact Center
• Microsoft Copilot in Customer Service
• Collaboration
• Knowledge management
• Customer feedback

You must have strong applied knowledge of customer service, including in-depth understanding of cases, knowledge management, queues, service scheduling, service-level agreements (SLAs), Microsoft Copilot Studio, Customer Service applications, Customer Voice, basic and unified routing, and Contact Center.

Audience Profile

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Learn how to effectively configure a Dynamics 365 for Field Service implementation to maximise the tools and features available to efficiently manage a mobile work force.

As a candidate for this certification, you’re a Microsoft Dynamics 365 Field Service functional consultant. You’re responsible for implementing solutions that:

• Schedule resources to meet customer requirements.
• Optimise resources by matching skills, locations, and availability.
• Equip frontline workers with the information and tools to deliver great service.
• Build a service history of customer assets.

Module 1: Manage work orders in Dynamics 365 Field Service

Module 2: Universal Resource Scheduling in Microsoft Dynamics 365 Field Service

Module 3: Implement Microsoft Dynamics 365 Field Service

Module 4: Solve problems in real time with Dynamics 365 Remote Assist

Module 5: Explore the fundamentals of Microsoft Dynamics 365 Field Service

By the end of the course, you should be able to:

• Configure the default administration areas of the Field Service application.
• Configure resources and scheduling.
• Configure service agreements and booking setups.
• Manage work orders, incident types, and bookings.
• Manage customer assets.
• Install and configuring the Field Service mobile app.
• Enhance Field Service based on customer requirements.

As a candidate, you should have a basic understanding of field service principles and the role the Field Service app plays in relationship to the Dynamics 365 suite of applications, including integration of:

• Microsoft Power Platform
• Dynamics 365 Customer Service
• Microsoft 365 apps
• Dynamics 365 Remote Assist
• Dynamics 365 Guides.

You should understand:

• Industry terminology
• Field service processes
• Work order lifecycle
• Uses for Copilot in Field Service
• Best practices.

Audience Profile

This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.

This course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality.

As a candidate for this certification, you analyse business requirements and translate them into fully realised business processes and solutions that implement industry-recommended practices. You have a fundamental understanding of accounting principles and financial operations as they relate to:

• Core tasks in the finance and operations apps
• Manufacturing
• Retail
• Supply chain management operations

As a candidate for this exam, you specialise in one or more feature sets of Dynamics 365 Finance including:

• General ledger
• Accounts payable
• Accounts receivable
• Credit and collections
• Cash and bank management
• Budgeting
• Fixed assets
• Asset leasing
• Tax
• Expense management
• Subscription billing
• Cost accounting
• Cost management
• Consolidation and elimination.

Module 1: Set up and configure financial management and work with General Ledger

Module 2: Implement accounts receivable, credit, collections, and revenue recognition

Module 3: Implement and manage accounts payable and expenses

Module 4: Manage budgeting

Module 5: Manage fixed assets

By the end of the course, you should be able to:

• Implement accounts receivable and collections in Dynamics 365
• Implement financial management
• Implement accounts receivable, credit, collections, and subscription billing
• Implement and manage accounts payable and expenses
• Manage budgeting
• Manage fixed assets.

Audience Profile

As a Dynamics 365 for Finance and Operations Functional Consultant, you analyse business requirements and translate them into fully realised business processes and solutions that implement industry-recommended practices. You have a fundamental understanding of accounting principles and a deeper understanding of financial operations as they relate to core finance, manufacturing, retail, and supply chain management operations.

You specialise in one or more feature sets of Dynamics 365 Finance including core finance, general ledger, tax, cost accounting, cost management, fixed assets, asset leasing, budgeting, revenue recognition, consolidation and elimination, credit and collections, cash and bank management, and expense management. You understand the relationships between finance and manufacturing, retail, and supply chain management.

This course is designed to build your foundation in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including:

• The product information and how to configure, create, and manage your product and inventory.
• Supply chain management configuration and processing.
• The transportation management features, and the warehouse management features.
• Quality management and quality control functionalities.
• Master planning configuration and processing.

This course includes lectures and several hands-on exercises. The exercises will be introduced to you in the form of a case study presented to a Dynamics 365 Supply Chain Management functional consultant. Each exercise will be based on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps.

Module 1: Configure and manage products and inventory in Dynamics 365 Supply Chain Management

Module 2: Configure and work with warehouse management in Dynamics 365 Supply Chain Management

Module 3: Set up engineering change management for Dynamics 365 Supply Chain Management

Module 4: Configure and use discrete manufacturing in Dynamics 365 Supply Chain Management

Module 5: Configure and manage procurement and vendors in Dynamics 365 Supply Chain Management

Module 6: Work with Asset Management for Dynamics 365 Supply Chain Management

Module 7: Work with accounts receivable in Dynamics 365 Finance

Module 8: Configure and manage sales, and customers in Dynamics 365 Supply Chain Management

Module 9: Set up and work with landed cost in Dynamics 365 Supply Chain Management

Module 10: Configure and work with transportation management in Dynamics 365 Supply Chain Management

Module 11: Use warehouse management in manufacturing in Dynamics 365 Supply Chain Management

Module 12: Master planning in Dynamics 365 Supply Chain Management

Module 13: Learn the fundamentals of Microsoft Dynamics 365 Supply Chain Management

By the end of the course, you should have:

• General understanding of supply chain processes.
• The ability to use Supply Chain Management for basic processing.
• General knowledge of how to navigate Dynamics 365 Supply Chain Management.
• Knowledge of procurement procedures
• Knowledge of inventory management.
• Basic knowledge of warehouse procedures.
• Knowledge of sales procedures.

This course is designed for The Dynamics 365 Supply Chain Management functional consultant. The Dynamics 365 Supply Chain Management functional consultant is a key resource that designs and configures apps to meet the requirements for a customer.

The functional consultant analyses business requirements and translates those requirements into fully realised business processes and solutions that implement industry-recommended practices. The functional consultant specialises in one or more of the following feature sets of Dynamics: finance, manufacturing, or supply chain management.

They partner with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed the needs of their customers.

This course covers the various methods and best practices that are in line with business and technical requirements for modeling, visualising, and analysing data with Power BI. The course will show how to access and process data from a range of data sources including both relational and non-relational sources. Finally, this course will also discuss how to manage and deploy reports and dashboards for sharing and content distribution.

Module 1: Get started with Microsoft data analytics

Module 2: Prepare data for analysis with Power BI

Module 3: Model data with Power BI

Module 4: Build Power BI visuals and reports

Module 5: Manage workspaces and semantic models in Power BI

Businesses need data analysis more than ever. In this learning path, you will learn about the life and journey of a data analyst, the skills, tasks, and processes they go through in order to tell a story with data so trusted business decisions can be made. You will learn how the suite of Power BI tools and services are used by a data analyst to tell a compelling story through reports and dashboards, and the need for true BI in the enterprise.

In this Learning Path, you’ll learn how to:

• Turn data into interactive, actionable insights with Power BI Desktop visuals and reports.
• Publish Power BI reports to the Power BI service.
• Create workspaces, manage related items, and data refreshes for up-to-date reports.
• Implement row-level security to restrict user access to relevant data without the need for multiple reports.
• Learn what a Power BI semantic model is, which data loading approach to use, and how to build out your semantic model to get the insights you need.

Successful Data Analysts start this role with experience of working with data in the cloud.

Specifically:

• Understanding core data concepts.
  Knowledge of working with relational data in the cloud.
• Knowledge of working with non-relational data in the cloud.
• Knowledge of data analysis and visualisation concepts.

You can gain the prerequisites and a better understanding of working with data in Azure by completing Microsoft Azure Data Fundamentals before taking this course.

This course will teach you to use Microsoft Power Platform solutions to simplify, automate, and empower business processes for organisations in the role of a Functional Consultant.

A Microsoft Power Platform Functional Consultant is responsible for creating and configuring apps, automations, and solutions. They act as the liaison between users and the implementation team. The functional consultant promotes utilisation of solutions within an organisation. The functional consultant may perform discovery, engage subject matter experts and stakeholders, capture requirements, and map requirements to features. They implement components of a solution including application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and simple visualisations.

This course may contain a 1-day Applied Workshop. This workshop will allow you to practice your Functional Consultant skills by creating an end-to-end solution to solve a problem for a fictitious company. The solution will include a Microsoft Dataverse database, Power Apps canvas app, and Power Automate flows.

Module 1: Get started using Dataverse

Module 2: Manage permissions and administration for Dataverse

Module 3: Visualise, import, and export Microsoft Dataverse data

Module 4: Create relationships, business rules, calculations, and rollups in Dataverse

Module 5: Advanced Model-Driven Apps with Power Apps: Configuration, Customisation, and Deployment Techniques

Module 6: Create a canvas app in Power Apps

Module 7: Use the UI and controls in a canvas app in Power Apps

By the end of the course, you should be able to:

• Configure model-drive apps with Power Apps
• Create canvas apps with Power Apps
• Integrate UI in a canvas app in Power Apps
• Manage sharing and customisation in Microsoft Power Platform.

Prerequisites include:

• Experience as an IT professional or student
• Working knowledge of Microsoft Power Platform and its key components
• Knowledge of Microsoft Dataverse (or general data modeling) and security concepts

Audience Profile

A Microsoft Power Platform Functional Consultant is responsible for creating and configuring apps, automations, and solutions. They act as the liaison between users and the implementation team. The functional consultant promotes utilisation of solutions within an organisation. The functional consultant may perform discovery, engage subject matter experts and stakeholders, capture requirements, and map requirements to features. They implement components of a solution including application enhancements, custom user experiences, system integrations, data conversions, custom process automation, and simple visualisations.