Set up Business Central (25–30%)
Create and configure a company
Create a company in Business Central
Create a company by using Assisted Setup
Create a configuration worksheet
Create and use a configuration package
Create journal opening balances
Migrate data to and within Business Central
Manage security
Create and manage user profiles
Set up a new user
Create permissions and permission sets
Apply security filters
Assign user permissions by using security groups and permission sets
Configure and use security auditing in Business Central
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 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
Update posted dimensions by using 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
Describe Business Central integrations with other products
Configure Microsoft 365 integrations, including Microsoft Excel, OneDrive, Outlook, Teams, and Word
Define uses cases for Microsoft Power Platform integrations with Business Central
Configure financials (30–35%)
Set up financial management
Configure general ledger setup
Configure accounting periods
Set up payment terms
Set up deferrals
Configure currencies including exchange rates
Set up payment methods
Manage the chart of accounts
Set up general ledger accounts
Create account categories and subcategories
Prepare financial reporting with financial data and account categories
Set up posting groups
Create specific posting groups including bank, customer, vendor, and inventory
Create general posting groups
Configure the general posting setup
Configure inventory posting setup
Set up journals and bank accounts
Set up bank accounts
Create journal templates, including number 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
Assess the relationship between vendors, vendor ledger entries, detailed vendor ledger entries, and general ledger entries
Set up accounts receivables
Create customer accounts, including payment terms, customer bank accounts, and related records
Configure Sales & Receivables Setup
Set up cash receipt journals
Set up payment registration
Configure customer payment methods
Assess the relationship between customers, customer ledger entries, detailed customer ledger entries, and general ledger entries
Configure fixed assets
Configure fixed asset settings including depreciation books, fixed asset classes and subclasses, and fixed asset posting groups
Configure fixed assets, main assets, and components
Differentiate between different depreciation methods
Configure sales and purchasing (10–15%)
Set up inventory
Configure inventory set up
Configure core item settings, including item categories, item attributes, units of measure, and item variants
Create locations
Assess the relationship between items, item ledger entries, value entries, and general ledger entries
Differentiate between costing methods
Configure stock keeping units
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
Manage 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
Manage files by using Microsoft OneDrive and drag and drop
Configure and use data analysis mode
Process purchases
Manage quotes
Create a purchase order
Receive items for a purchase order
Utilize the over-receipt feature
Reverse a receipt
Create a posted invoice from a purchase order
Configure recurring purchase lines
Manage blanket purchase orders
Utilize deferrals with purchasing documents
Process sales
Manage quotes
Convert a sales quote into a sales order or sales invoice
Analyze item availability
Ship items for a sales order
Reverse a shipment
Create a sales invoice from a sales order
Configure recurring sales lines
Manage blanket sales orders
Utilize deferrals with sales documents
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 receipt journal
Process payment registrations
Apply ledger entries and undo applied entries
Reverse posted journals
Perform bank account reconciliation
Process recurring transactions by using the recurring journals
Utilize general ledger allocations
Adjust currency exchange rates
Process fixed asset transactions
Process fixed asset acquisitions
Process fixed asset depreciations
Process fixed asset disposals
