Dynamics 365 Business Central Functional Consultant Associate

categoryTopics Covered

Microsoft's own objectives, in the order the exam presents them. Each area links to its section on Microsoft Learn. Checked 2026-10-26.

1. 1Set up Business Central20–25%expand_more

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   Create and configure a company

   • 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 assign 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 reports and configure report layouts
   • Set up and use job queues
   • Set up number series
   • Enable Copilot and agent capabilities

   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
   • 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
2. 2Configure financials30–35%expand_more

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   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 general ledger allocations

   Set up posting groups

   • Create specific posting groups
   • Create general posting groups
   • Configure the general posting setup
   • Configure inventory posting setup
   • Allow multiple posting groups

   Set up journals and bank accounts

   • Set up bank accounts
   • Create journal templates, including number series
   • Create batches
   • Create templates for 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, payment methods, customer bank accounts, and related records
   • Configure Sales & Receivables Setup
   • Set up cash receipt journals
   • Set up payment registration
   • 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 and fixed asset classes and subclasses
   • Create and modify fixed assets, main assets, and components
   • Differentiate between different depreciation methods
3. 3Configure sales and purchasing10–15%expand_more

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   Set up inventory

   • Configure inventory setup
   • 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 stockkeeping 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
4. 4Perform Business Central operations30–35%expand_more

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   Perform basic tasks in Business Central

   • Differentiate between designing, customizing, and personalizing pages
   • Customize pages
   • Apply and save filters
   • Find documents and related entries
   • Inspect pages
   • Perform data updates by using the Edit in Excel feature
   • Configure and use data analysis mode
   • Personalize pages

   Process purchases

   • Manage quotes
   • Create a purchase order
   • Receive items for a purchase order
   • Receive more items than ordered
   • Reverse a receipt
   • Create a posted invoice from a purchase order
   • Configure recurring purchase lines
   • Manage blanket purchase orders
   • Use 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
   • Use 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 journals and payments

   • 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
   • Use general ledger allocations
   • Adjust currency exchange rates
   • Correct posted dimensions using the Dimension Correction Tool
   • Revalue general ledger account balances

   Process fixed asset transactions

   • Process fixed asset acquisitions
   • Process fixed asset depreciations
   • Process fixed asset disposals

   Process inventory transactions

   • Process inventory receipts
   • Process inventory shipments
   • Transfer items between locations
   • Adjust item cost
   • Count inventory
   • Reclassify inventory