MB-800 Preparation Details
Preparing for the MB-800 Microsoft Dynamics 365 Business Central Functional Consultant certification exam? Start here with a complete, objective-wise MB-800 study guide designed to help you pass faster.
This guide brings together official Microsoft documentation, key concepts, and curated resources for every MB-800 exam objective, making it ideal for both beginners and last-minute revision.
Looking for the best MB-800 preparation resources in one place? This page covers everything you need to get exam-ready with confidence.
If this helped you, share it with others preparing for the MB-800 certification exam.
Exam Voucher for MB-800 with 1 Retake
Get 40% OFF with the combo
MB-800 Microsoft Dynamics Materials
| Udemy | Business Central MB-800: The Ultimate Guide |
| Coursera | Dynamics 365 Business Central Development Quick Start |
Set up Business Central (25–30%)
Create and configure a company
Create a company in Business Central
Create new companies using an assisted setup guide – Business Central
Overview of tasks to set up Business Central
Create a company by using Assisted Setup
Get ready for doing business – Business Central
Migrate data to Business Central – Training
Create a configuration worksheet
Set Up Company Configuration Packages – Business Central
Apply Company Configuration Packages – Business Central
Create and use a configuration package
Apply Company Configuration Packages – Business Central
Use Excel to import data – Business Central
Create journal opening balances
Apply Company Configuration Packages – Business Central
Set up bank accounts – Business Central
Migrate data to and within Business Central
Migrate data to Business Central – Training
Use Excel to import data – Business Central
Manage security
Create and manage user profiles
Manage users and implement security in Dynamics 365 Business Central – Training
Define granular permissions – Business Central
Set up a new user
Create users according to licenses – Business Central
Manage users and implement security in Dynamics 365 Business Central – Training
Create permissions and permission sets
Define granular permissions – Business Central
Assign Permissions to Users and Groups – Business Central
Apply security filters
Using Security Filters – Business Central
Define granular permissions – Business Central
Assign user permissions by using security groups and permission sets
Control Access Using Security Groups – Business Central
Create users according to licenses – Business Central
Configure and use security auditing in Business Central
Manage users and implement security in Dynamics 365 Business Central – Training
Define granular permissions – Business Central
Set up core functionality
Set up company information
Overview of tasks to set up Business Central
Get ready for doing business – Business Central
Set up reports and configure report layouts
Report and document layouts overview – Business Central
Report selection in Business Central
Get started creating report layouts – Business Central
Set up and use job queues
Use Job Queues to Schedule Tasks – Business Central
Set up email accounts
Set up email in Business Central
Set up number series
Create Number Series – Business Central
Set up dimensions
Set up dimensions and dimension values
Work with dimensions to track and analyze data – Business Central
Set up dimensions in Dynamics 365 Business Central – Training
Set up global dimensions and shortcut dimensions
Work with dimensions to track and analyze data – Business Central
Set up dimensions in Dynamics 365 Business Central – Training
Set up default dimensions for master data
Work with dimensions to track and analyze data – Business Central
Set up dimensions in Dynamics 365 Business Central – Training
Set up blocking combinations of dimensions and dimension values
Work with dimensions to track and analyze data – Business Central
Update posted dimensions by using the Dimension Correction Tool
Troubleshoot and correct dimensions – Business Central
Set up default dimensions for account types
Set up dimensions in Dynamics 365 Business Central – Training
Work with dimensions to track and analyze data – Business Central
Set up default dimension priorities
Set up dimensions in Dynamics 365 Business Central – Training
Work with dimensions to track and analyze data – Business Central
Manage approvals by using workflows
Set up native workflows
Set up approval workflows – Business Central
Create approval workflows to connect tasks – Business Central
Set up a notification system
Setting up approval workflow notifications – Business Central
Specify when and how to receive workflow notifications – Business Central
Set up users for approval and workflow user groups
Set up approval users – Business Central
How to set up workflow users – Business Central
Set up and use a purchase approval workflow – Business Central
Describe Business Central integrations with other products
Configure Microsoft 365 integrations, including Microsoft Excel, OneDrive, Outlook, Teams, and Word
Integration overview for Business Central
Integrating with Office apps and Microsoft 365 – Business Central
Business Central and OneDrive for Business Integration
Define use cases for Microsoft Power Platform integrations with Business Central
Integration overview for Business Central
Connect Excel, Word, Outlook, OneDrive, Power BI, and more products to Business Central
Configure financials (30–35%)
Set up financial management
Configure general ledger setup
Understand the general ledger and Chart of Accounts – Business Central
Set up general ledger configuration options in Dynamics 365 Business Central – Training
Configure accounting periods
Set up general ledger configuration options in Dynamics 365 Business Central – Training
Work with accounting periods and fiscal years – Business Central
Set up payment terms
Overview of tasks to set up purchasing – Business Central
Set up payment methods – Business Central
Set up deferrals
Set up Deferrals – Business Central
Configure currencies including exchange rates
Set up currencies – Business Central
Update currency exchange rates – Business Central
Set up payment methods
Set up payment methods – Business Central
Manage the chart of accounts
Set up general ledger accounts
Set up or change the chart of accounts – Business Central
Understanding the Chart of Accounts – Business Central
Create account categories and subcategories
Organize report data using account categories – Business Central
Understand the general ledger and Chart of Accounts – Business Central
Prepare financial reporting with financial data and account categories
Build financial reports using financial data and account categories – Business Central
Organize report data using account categories – Business Central
Set up posting groups
Create specific posting groups including bank, customer, vendor, and inventory
Set up posting groups – Business Central
Set up posting groups in Dynamics 365 Business Central – Training
Create general posting groups
Set up posting groups – Business Central
Set up posting groups in Dynamics 365 Business Central – Training
Configure the general posting setup
Set up posting groups – Business Central
Understand the general ledger and Chart of Accounts – Business Central
Configure inventory posting setup
Set up posting groups – Business Central
Set up posting groups in Dynamics 365 Business Central – Training
Set up journals and bank accounts
Set up bank accounts
Set up bank accounts – Business Central
Create journal templates, including number series
Set up general journal templates in Dynamics 365 Business Central – Training
Working with general journals to post directly to G/L – Business Central
Create batches
Set up general journal templates in Dynamics 365 Business Central – Training
Use journals in Microsoft Dynamics 365 Business Central – Training
Implement recurring journals
Post periodic journal entries in Dynamics 365 Business Central – Training
Working with general journals to post directly to G/L – Business Central
Set up accounts payables
Create vendor accounts, including payment terms, vendor bank accounts, and related records
Overview of tasks to set up purchasing – Business Central
Register new vendors – Business Central
Configure Purchases & Payables Setup
Overview of tasks to set up purchasing – Business Central
Set up payment journals
Working with general journals to post directly to G/L – Business Central
Set up general journal templates in Dynamics 365 Business Central – Training
Assess the relationship between vendors, vendor ledger entries, detailed vendor ledger entries, and general ledger entries
Set up posting groups – Business Central
Manage payables – Business Central
Set up accounts receivables
Create customer accounts, including payment terms, customer bank accounts, and related records
Overview of tasks to set up sales – Business Central
Register new customers – Business Central
Configure Sales & Receivables Setup
Overview of tasks to set up sales – Business Central
Set up cash receipt journals
Use journals in Microsoft Dynamics 365 Business Central – Training
Set up payment registration
Apply payments to unpaid sales documents – Business Central
Configure customer payment methods
Set up payment methods – Business Central
Overview of tasks to set up sales – Business Central
Assess the relationship between customers, customer ledger entries, detailed customer ledger entries, and general ledger entries
Set up posting groups – Business Central
Overview of tasks to manage receivables – Business Central
Configure fixed assets
Configure fixed asset settings including depreciation books, fixed asset classes and subclasses, and fixed asset posting groups
Set up fixed assets – Business Central
Set Up General Fixed Assets (FA) Information – Business Central
Configure fixed assets, main assets, and components
Set up fixed assets – Business Central
Manage fixed assets – Business Central
Differentiate between different depreciation methods
Depreciation methods – Business Central
Set up fixed assets – Business Central
Configure sales and purchasing (10–15%)
Set up inventory
Configure inventory set up
Setting up inventory – Business Central
Set up general inventory information – Business Central
Configure core item settings, including item categories, item attributes, units of measure, and item variants
Create item cards for goods or services – Business Central
Create items in Dynamics 365 Business Central – Training
Organize items in categories – Business Central
Set up item units of measure – Business Central
Create locations
Set up locations – Business Central
Setting up inventory – Business Central
Assess the relationship between items, item ledger entries, value entries, and general ledger entries
Set up posting groups – Business Central
Reconcile inventory costs with the general ledger – Business Central
Differentiate between costing methods
Design Details: Costing Methods – Business Central
Create item cards for goods or services – Business Central
Configure stock keeping units
How to set up stockkeeping units – Business Central
Create items in Dynamics 365 Business Central – Training
Configure master data for sales and purchasing
Configure core customer settings including shipping agents, locations, and shipping addresses
Register new customers by creating a Customer Card – Business Central
How to Set Up Shipping Agents – Business Central
Overview of tasks to set up sales – Business Central
Configure core vendor settings including order address, lead time, and locations
Register a new vendor – Business Central
Overview of tasks to set up purchasing – Business Central
Manage pricing and discounts
Manage vendor purchase prices
Set up prices and discounts – Business Central
Record Special Purchase Prices and Discounts – Business Central
Manage purchase line and invoice discounts
Set up prices and discounts – Business Central
Record Special Purchase Prices and Discounts – Business Central
Manage customer sales prices
Set up prices and discounts – Business Central
Record Sales Price, Discount, and Payment Agreements – Business Central
Manage sales line and invoice discounts
Set up prices and discounts – Business Central
Record Sales Price, Discount, and Payment Agreements – Business Central
Perform Business Central operations (25–30%)
Perform basic tasks in Business Central
Differentiate between designing, customizing, and personalizing pages
Customizing Pages for Roles – Business Central
Personalize your workspace – Business Central
Customize pages
Customizing Pages for Roles – Business Central
Use Designer – Business Central
Apply and save filters
Sort, search, and filter data in lists, reports, or XMLports – Business Central
Find documents and related entries
Finding Pages and Information with Tell Me – Business Central
Track order lines to related documents – Business Central
Use the Inspect pages and data feature
Inspecting pages in Business Central
Perform data updates by using the Edit in Excel feature
Viewing and editing in Excel from Business Central
Manage files by using Microsoft OneDrive and drag and drop
Business Central and OneDrive for Business Integration
Configure and use data analysis mode
Analyze list page and query data using data analysis – Business Central
Process purchases
Manage quotes
Request Quotes – Business Central
Create a purchase order
Record purchases with purchase invoices – Business Central
Receive items for a purchase order
Receive and invoice items in Dynamics 365 Business Central – Training
Receive items – Business Central
Utilize the over-receipt feature
Record purchases with purchase invoices – Business Central
Reverse a receipt
Undo a posting using a reversing entry – Business Central
Create a posted invoice from a purchase order
Receive and invoice items in Dynamics 365 Business Central – Training
Record purchases with purchase invoices – Business Central
Configure recurring purchase lines
Record purchases with purchase invoices – Business Central
Manage blanket purchase orders
Work with blanket sales orders or purchase orders – Business Central
Utilize deferrals with purchasing documents
Set up Deferrals – Business Central
Defer revenues and expenses – Business Central
Process sales
Manage quotes
Make sales quotes – Business Central
Convert a sales quote into a sales order or sales invoice
Make sales quotes – Business Central
Overview of tasks to manage sales – Business Central
Analyze item availability
Check the availability of items – Business Central
Ship items for a sales order
Create a customer sales order and sell products – Business Central
Process partial shipments – Business Central
Reverse a shipment
Undo a posting using a reversing entry – Business Central
Create a sales invoice from a sales order
Invoice sales – Business Central
Posting sales documents – Business Central
Configure recurring sales lines
Invoice sales – Business Central
Manage blanket sales orders
Work with blanket sales orders or purchase orders – Business Central
Utilize deferrals with sales documents
Set up Deferrals – Business Central
Defer revenues and expenses – Business Central
Process financial documents
Process purchase invoices
Record purchases with purchase invoices – Business Central
Process purchase credit memos
Process returns or cancellations – Business Central
Amend or cancel unpaid purchase invoices – Business Central
Process sales invoices
Invoice sales – Business Central
Process sales credit memos
Process sales return orders – Business Central
Combine sales shipments into a single sales invoice
Combine Shipments on a Single Invoice – Business Central
Combine purchase receipts into a single purchase invoice
Combine receipts or PO lines on a single invoice – Business Central
Correct a posted purchase invoice
Amend or cancel unpaid purchase invoices – Business Central
Correct a posted sales invoice
Correct or cancel unpaid sales invoices – Business Central
Release and reopen documents
Posting sales documents – Business Central
Record purchases with purchase invoices – Business Central
Process prepayment invoices for purchases and sales
Invoice Prepayments – Business Central
Set Up Prepayments – Business Central
Process payments and journals
Process payments by using payment journals
Record payments and refunds in payment journals – Business Central
Enter payments in the cash receipt journal and the payment journal – Training
Process receipts by using the cash receipt journal
Process payment registrations
Apply payments to unpaid sales documents – Business Central
Apply ledger entries and undo applied entries
Reconcile vendor payment receipts or refunds in the payment journal – Business Central
Enter payments in the cash receipt journal and the payment journal – Training
Reverse posted journals
Undo a posting using a reversing entry – Business Central
Perform bank account reconciliation
Reconcile bank accounts – Business Central
Reconcile payments using automatic application – Business Central
Process recurring transactions by using the recurring journals
Post periodic journal entries in Dynamics 365 Business Central – Training
Working with general journals to post directly to G/L – Business Central
Utilize general ledger allocations
Allocate costs and income – Business Central
Adjust currency exchange rates
Update currency exchange rates – Business Central
Process fixed asset transactions
Process fixed asset acquisitions
Acquire fixed assets – Business Central
Process fixed asset depreciations
Depreciate or amortize fixed assets – Business Central
Manage fixed assets – Business Central
Process fixed asset disposals
Dispose of or retire fixed assets – Business Central
This brings us to the end of the MB-800 Microsoft Dynamics 365 Business Central Functional Consultant Study Guide.
What do you think? Let me know in the comments section if I have missed out on anything. Also, I love to hear from you about how your preparation is going on!
In case you are preparing for other Microsoft Dynamics 365 certification exams, check out the Microsoft Dynamics 365 section for those exams.
Follow Me to Receive Updates on the MB-800 Exam
Want to be notified as soon as I post? Subscribe to the RSS feed / leave your email address in the subscribe section. Share the article to your social networks with the links below so it can benefit others.
