MB-800 Study Guide

Exam Quick Facts

Study Resources

Skills at a Glance

Who is this exam for?

This Dynamics 365 certification covers Microsoft’s business applications platform. It tests your ability to configure, customise, and manage Dynamics 365 solutions for specific business functions. This is an associate-level exam that expects hands-on experience. You should have practical knowledge of the technologies covered.

Skills Measured

Set up Business Central (25–30%)

This domain covers the skills needed to work with the topics described below. Study each objective carefully and use the linked resources to deepen your understanding.

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%)

This domain covers the skills needed to work with the topics described below. Study each objective carefully and use the linked resources to deepen your understanding.

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%)

This domain covers the skills needed to work with the topics described below. Study each objective carefully and use the linked resources to deepen your understanding.

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%)

This domain covers the skills needed to work with the topics described below. Study each objective carefully and use the linked resources to deepen your understanding.

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

What to Study Next

Based on this exam, here are related certifications to consider:

• PL-200: Microsoft Power Platform Functional Consultant — Associate
• MB-310: Microsoft Dynamics 365 Finance Functional Consultant — Associate

Quick Links

• Official Exam Page
• Microsoft Study Guide
• Practice Assessment