- Article
Purpose of this document
This study guide should help you understand what to expect on the examand includes a summary of the topics the exam might cover and links toadditional resources. The information and materials in this documentshould help you focus your studies as you prepare for the exam.
| Useful links | Description |
|---|---|
| Review the skills measured as of March 25, 2024 | This list represents the skills measured AFTER the date provided. Study this list if you plan to take the exam AFTER that date. |
| Review the skills measured prior to March 25, 2024 | Study this list of skills if you take your exam PRIOR to the date provided. |
| Change log | You can go directly to the change log if you want to see the changes that will be made on the date provided. |
| How to earn the certification | Some certifications only require passing one exam, while others require passing multiple exams. |
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| Exam scoring and score reports | A score of 700 or greater is required to pass. |
| Exam sandbox | You can explore the exam environment by visiting our exam sandbox. |
| Request accommodations | If you use assistive devices, require extra time, or need modification to any part of the exam experience, you can request an accommodation. |
| Take a practice test | Are you ready to take the exam or do you need to study a bit more? |
Updates to the exam
Our exams are updated periodically to reflect skills that are requiredto perform a role. We have included two versions of the Skills Measuredobjectives depending on when you are taking the exam.
We always update the English language version of the exam first. Someexams are localized into other languages, and those are updatedapproximately eight weeks after the English version is updated. WhileMicrosoft makes every effort to update localized versions as noted,there may be times when the localized versions of an exam are notupdated on this schedule. Other available languages are listed in theSchedule Exam section of the Exam Details webpage. If the examisn't available in your preferred language, you can request anadditional 30 minutes to complete the exam.
Note
The bullets that follow each of the skills measured are intended toillustrate how we are assessing that skill. Related topics may becovered in the exam.
Note
Most questions cover features that are general availability (GA). Theexam may contain questions on Preview features if those features arecommonly used.
Skills measured as of March 25, 2024
Audience profile
As a candidate for this exam, you’re a functional consultant whoimplements core application setup processes for small and mediumbusinesses. You configure the application in collaboration with theimplementation team to provide the business with manageability and easeof use.
You implement and configure Microsoft Dynamics 365 Business Centralincluding:
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 specializing inone or more feature sets of Business Central.
As a candidate, you may configure role centers including adaptinginsights, cues, action tiles, reports, and charts. You also may expandfunctionality by using extensions.
You also understand how Business Central connects to:
Microsoft 365
Microsoft Power Platform
Dynamics 365
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%)
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
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
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
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
Describe Business Central integrations with other products
Describe use cases for Microsoft 365 integration, including MicrosoftExcel, 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
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 andstatistical accounts
Set up posting groups
Create specific posting groups including bank, customer, vendor, andinventory 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 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, anddetailed 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
Configure sales and purchasing (15–20%)
Set up inventory
Configure inventory set up
Manage items, including item categories, item attributes, and units ofmeasure
Create locations
Describe the relationship between items, item ledger entries, andvalue 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, andlocations
Configure 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 (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
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
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
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
Study resources
We recommend that you train and get hands-on experience before you takethe exam. We offer self-study options and classroom training as well aslinks to documentation, community sites, and videos.
| Study resources | Links to learning and documentation |
|---|---|
| Get trained | Choose from self-paced learning paths and modules or take an instructor-led course |
| Find documentation | Dynamics 365 documentation and learning modules Microsoft Dynamics 365 Business Central |
| Ask a question | |
| Get community support | Microsoft Dynamics Community |
| Follow Microsoft Learn | Microsoft Learn - Microsoft Tech Community |
Change log
Key to understanding the table: The topic groups (also known asfunctional groups) are in bold typeface followed by the objectiveswithin each group. The table is a comparison between the two versions ofthe exam skills measured and the third column describes the extent ofthe changes.
| Skill area prior to March 25, 2024 | Skill area as of March 25, 2024 | Change |
|---|---|---|
| Audience profile | Minor | |
| Set up Business Central | Set up Business Central | % of exam decreased |
| Create and configure a company | Create and configure a company | Minor |
| Manage security | Manage security | Minor |
| Set up core functionality | Set up core functionality | Minor |
| Set up dimensions | Set up dimensions | Major |
| Manage approvals by using workflows | Manage approvals by using workflows | Minor |
| Describe Business Central integrations with other products | Added | |
| Configure financials | Configure financials | No % change |
| Set up Finance Management | Set up Finance Management | Minor |
| Manage the chart of accounts | Manage the chart of accounts | Major |
| Set up posting groups | Set up posting groups | Minor |
| Set up journals and bank accounts | Set up journals and bank accounts | Minor |
| Set up accounts payables | Set up accounts payables | Minor |
| Set up accounts receivables | Set up accounts receivables | Minor |
| Configure sales and purchasing | Configure sales and purchasing | No % change |
| Set up inventory | Set up inventory | Minor |
| Configure master data for sales and purchasing | Configure master data for sales and purchasing | No change |
| Configure pricing and discounts | Configure pricing and discounts | No change |
| Perform Business Central operations | Perform Business Central operations | % of exam increased |
| Perform basic tasks in Business Central | Perform basic tasks in Business Central | Minor |
| Process purchases | Process purchases | Minor |
| Process sales | Process sales | Minor |
| Process financial documents | Process financial documents | No change |
| Process payments and journals | Process payments and journals | Minor |
Skills measured prior to March 25, 2024
Audience profile
Candidates for this exam are functional consultants who implement coreapplication setup processes for small and medium businesses. Theyconfigure the application in collaboration with the implementation teamto provide the business with manageability and ease of use.
Candidates implement and configure Microsoft Dynamics 365 BusinessCentral including setting up core functionality and modules andmigrating data to Business Central. They have applied knowledge ofmeeting business needs by specializing in one or more feature sets ofBusiness Central.
Candidates may configure role centers including adapting insights, cues,action tiles, reports, and charts. This includes a basic understandingof financial management, sales, purchasing, and inventory. They alsounderstand how Business Central connects to Microsoft 365, PowerPlatform, and Dynamics 365.
Set up Business Central (20–25%)
Configure financials (30–35%)
Configure sales and purchasing (15–20%)
Perform Business Central operations (25–30%)
Set up Business Central (20–25%)
Create and configure a company
Create a company in the on-premises and cloud-based versions ofBusiness Central
Create a company by using Assisted Setup to copy data from an existingcompany
Describe the use cases and capabilities of RapidStart Services
Create a configuration worksheet
Create and use a configuration package
Create journal opening balances
Manage security
Create and manage user profiles
Set up a new user and user groups
Create and assign permission sets and permissions
Apply security filters
Set up core functionality
Set up company information
Set up printers for on-premises and cloud-based installations
Set up reports and custom 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 dimensions to master data
Set up blocking combinations of dimensions and dimension values
Describe the Dimension Correction Tool
Manage approvals by using workflows
Set up native workflows
Set up a notification system
Set up approvals
Configure financials (30–35%)
Set up Finance Management
Configure General Ledger setup
Configure accounting periods
Manage the chart of accounts
Set up G/L Account Card
Create account categories and subcategories
Describe filtering on Chart of Accounts for finance reporting
Set up posting groups
Create specific posting groups including bank, customer, vendor, andinventory posting groups
Create general posting groups
Configure General Posting Setup
Set up journals and bank accounts
Set up bank accounts
Create journal templates
Create batches
Implement recurring journals
Set up accounts payables
Create vendor accounts including payment terms, vendor bank accounts,and related records
Set up payment information for vendors
Configure Purchases & Payables Setup
Set up payment journals
Describe the relationship between vendors, vendor ledger entries, anddetailed 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
Consolidate customer and vendor balances
Configure sales and purchasing (15–20%)
Set up inventory
Configure inventory set up
Manage items
Create locations
Describe the relationship between items, item ledger entries, andvalue 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, andlocations
Configure 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
Attach and share files by using OneDrive
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
Process sales
Manage quotation
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
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 receipts journal
Create bank deposits
Process payment registrations
Apply ledger entries and undo applied entries
Reverse posted journals
