module 1: Part 2

Question 1

Dynamics 365 Business Central

Answer 1

an application for companies that have outgrown their entry-level business applications

Question 2

Business Central allows organizations to

Answer 2

Work from the cloud.

Have access to the most current, accurate data to make the most informed decisions possible.

Make data instantly available at any place on any device after it has been entered in the system.

Share data quickly and easily with key people throughout the company.

Increase visibility across supply chains to gain greater control over purchasing processes.

Maximize revenue opportunities and better serve customers with built-in recommendations, budgets, and progress monitoring of projects with real-time data on available resources.

Accelerate financial close and report with accuracy, while helping to ensure compliance.

Streamline manufacturing and warehousing operations to deliver products on time and reduce costs.

Connect through Microsoft AppSource with third-party applications to effectively run their businesses, including payroll, banking, CRM, and other industry-specific systems.

Help protect the mass of information from unauthorized access with advanced security systems and settings.

Integrate with other Microsoft cloud services including Microsoft 365.

Question 3

true or false

Business Central is available for both internal and external users

Answer 3

True

Business Central is available for both internal and external users

Question 4

Business Central functionality is delivered through what?

how is limited, not principal, access granted?

Answer 4

the Business Central Essentials or Premium User

With Business Central, you must license at least one Business Central Essentials or Business Central Premium user

Additional access to the service functionality by other users is licensed with Dynamics 365 Business Central Team Members

Question 5

Named user

Answer 5

User Subscription Licensing, or SLs, are assigned on a “named user” basis

each user requires a separate User Subscription Licensing

Question 6

Can Subscription Licensings be shared?

Answer 6

User SLs cannot be shared, but an individual with a User SL may access the service through multiple devices

Question 7

is a named user SL perpetual?

Answer 7

no, it is non-perpetual

The User SL grants users with non-perpetual rights (with no buy-out rights) for use of the Dynamics 365 Business Central service

–> Providing that you are current on your subscription payments and adhere to the product terms and the online service terms, you will have access to the most up-to-date version of Business Central

Question 8

Microsoft Dynamics 365 Subscription License types

Answer 8

full users

additional users

Question 9

Full users

Answer 9

those whose work requires use of the feature-rich business applications functionality

Examples of full users are salespeople, customer service representatives, finance employees, controllers, and supply chain managers

These users have also been referred to in the past as Pro Users or Power Users

These full users are licensed with a Dynamics 365 Business Central subscription

Question 10

Additional users

Answer 10

often represent a significant percentage of users in an organization who might consume data or reports from line-of-business systems or complete light tasks such as time or expense entry and HR record updates

Alternatively, additional users might be heavier users of the system who don’t require full user capabilities

These additional users are licensed with Dynamics 365 Business Central Team Members

Question 11

Functionality delivered with Dynamics 365 Business Central Essentials

Answer 11

Financial Management

Customer Relationship Management

Project Management

Supply Chain Management

Human Resources Management

Warehouse Management

Question 12

Functionality delivered with Dynamics 365 Business Central Premium

Answer 12

Everything in Essentials

Service Management

Manufacturing

Question 13

Functionality delivered with Dynamics 365 Business Central for Team Members

Answer 13

Read anything within Dynamics 365 Business Central.

Update existing data and entries in Dynamics 365 Business Central

–> Existing data is defined as records, such as customer, vendor, or item records, that are already created.

–> Entries denote those entries on which it is allowed from an accounting perspective to update specific information (for example, a due date on customer ledger entries).

Approve or reject tasks in all workflows that are assigned to a user.

Create, edit, or delete a quote.

Create, edit, or delete personal information.

Enter a time sheet for Jobs.

Use Power Apps for Dynamics 365.

A Team Members application module might not be customized with more than 15 custom entities that are available to the Dynamics 365 Team license.

Question 14

Licensing Requirements for external users

Answer 14

External users are end customers and third-party users of the organization or its affiliates and do not require SLs to access Dynamics 365

External user access is included with the organization’s internal user SLs

External users cannot use any clients that are provided by the Microsoft Dynamics 365 Business Central Application Programming Interface (API), such as

–> the Web client

–> the iPad or iPhone app

–> the Android application

external users include off-site vendors who do not have an employee-like relationship with the organization or its affiliates
–> for example, IT help desk support vendors who are serving multiple customer organizations

external user access does not extend to the customer or the customer’s affiliate’s contractors, vendors, or agents who are providing business processes on the customer’s behalf or using Microsoft Dynamics 365 to manage any portions of their business

–> In this sense, a customer may not use Microsoft Dynamics 365 to provide business process outsourcing services to its clients

Question 15

the relationship management functionality

Answer 15

The relationship management features of Business Central help you manage and support your sales efforts

With these features, you have access to complete and accurate information so that you can focus your interactions on preferred customer/contact segments

Business Central provides a precise and timely overview of your contact information so that you can serve your prospective customers more efficiently and increase customer satisfaction

Question 16

Contacts

Answer 16

Contacts are the master data in relational management

–> They represent people or companies and enable you to store and maintain information that you typically need for marketing-related activities

With Business Central, you can register opportunities and quotes for contacts, synchronize contacts with customers and vendors, and manage duplicate contacts

Question 17

Segmentation

Answer 17

Segments are groups of contacts that are selected according to specific criteria

Business Central allows you to use contact information for segmentation

You can save and re-use segmentation criteria to group contacts

Question 18

Opportunity Management

Answer 18

With relational management in Business Central, you can

–> keep track of sales opportunities

–> section your sales processes into different stages

–> use this information to manage your sales opportunities

Question 19

Campaigns

Answer 19

A campaign is any sort of activity that involves contact

–> It can be anything from sending out catalogs and special offers to organizing a special event

You can organize campaigns based on segments of your contacts that you define, and then record contact responses to campaigns as interactions

Question 20

Interactions

Answer 20

Relational management not only supports contacts management, but also helps you keep track of interactions with your contacts

You can track interactions like phone calls, invites, and emails as interaction, in addition to tracking documents like sales quotes, orders, reminders, invoices, and many other documents that are used within the business solution

Question 21

Dynamics 365 Sales integration

Answer 21

You can integrate with Dynamics 365 Sales in a few simple steps to synchronize your data, including sales orders, item availability, units of measure, and currencies

Question 22

the relationship management functionality features

Answer 22

Contacts

Segmentation

Opportunity Management

Campaigns

Interactions

Dynamics 365 Sales integration

Question 23

Discover supply chain management capabilities

Answer 23

With Business Central, you can streamline your supply chain

You can use a wide range of sales and purchase documents to set up the sales or purchase process that best suits your needs

You can manage sales/purchase orders, blanket sales/purchase orders, and sales/purchase order processes in Business Central

You can also simply create an invoice without an order process

Question 24

The supply chain management capabilities

Answer 24

Sales orders

Special prices and discounts

Purchase orders

Inventory, non-inventory, and services

Categories and attributes

Item availability

Catalog items

Item substitutions

Locations

Item transfers

Sales and inventory forecasting

Warehousing

Question 25

Sales orders

Answer 25

Typically, you would use sales orders if your sales process requires that you ship parts of an order quantity, for example, because the full quantity is not available at once

Additionally, you can use sales orders if you sell items by delivering directly from your vendor to your customer as a drop shipment

With sales orders, you can also use the order promising functionality to communicate certain delivery dates to your customers

You can also start the sales process by first creating a sales quote, which you can convert to a sales invoice or sales order when you agree on the sale

After the customer has confirmed the agreement, you can send an order confirmation to record your obligation to deliver the products as agreed

Question 26

Special prices and discounts

Answer 26

You can market to your customers and customer groups with special prices and discounts

Special prices and line discounts can depend on conditions, such as the minimum order quantity and the order date

–> The program automatically applies the best price and the highest discount for the customer, but from your sales document, you have direct access to all possible prices and discounts

Other than the line discount, you can also set up an invoice discount

–> In an invoice discount, you link the discount percentage to the document amount

Question 27

Purchase orders

Answer 27

Typically, you would use purchase orders if your purchasing process requires that you record partial receipts of an order quantity, for example, because the full quantity was not available at the vendor

Additionally, you can use purchase orders if you sell items by delivering directly from your vendor to your customer as a drop shipment

Business Central can monitor and control your purchase process through automated workflows, including OCR functionality

You can create replenishment orders from inventory notifications or forecasts and apply prices and discounts based on specific conditions that you agree with your vendor, such as the minimum quantity and the order date

To stay in control of purchase costs and expenses, you can even implement advanced workflow and approval structures

Question 28

Inventory, non-inventory, and services

Answer 28

Products can be inventory items, non-inventory, and services

–> Inventory items are physical inventory units

–> Non-inventory items are physical units that are not to be tracked in inventory

–> Items that are of the services type are used as labor time units

Question 29

Categories and attributes

Answer 29

To increase your overview of items and to help you find them, you can categorize items and give them attributes to search and sort by

Question 30

Item availability

Answer 30

Inventory increases and decreases are recorded when you post purchase and sales documents, respectively

You can also increase or decrease the quantity of an item in inventory by posting directly to the item ledger entries

–> for example, after a physical count or if you do not record purchases

Transfers between locations change inventory quantities across your company’s warehouses

When selling items, you need to get a detailed view of an item’s availability while considering the location and the date

–> Business Central informs you about stock shortage when you process sales so that appropriate action can be taken, such as creating a replenishment order or offering a substitute item

Question 31

Catalog items

Answer 31

In Business Central, you can set up and use items that you don’t maintain in inventory to your customers

You can register these items that you do not want to manage in your system until you start selling them as catalog items

When you want to start managing such items in your system, you can convert them to normal item cards in two ways:

–> From a catalog item card, create a new item card based on a template

–> From a sales order line of type Item with an empty No. field, select a catalog item. An item card is then automatically created for the catalog item

Question 32

difference between catalog items and non-inventory items

Answer 32

Non-inventory are regular items that are given the type Non-Inventory to keep them out of availability and costing calculations

–> for example, because they are only used internally and have a low cost

Question 33

Item substitutions

Answer 33

Business Central allows you to offer substitute items when requested items are unavailable

When the program notifies you that an item that a customer has requested is out of stock, you can view the substitute items and select one that you have in stock

Question 34

Locations

Answer 34

You can manage inventory in multiple locations that might represent a production plant, distribution center, warehouse, showroom, retail outlet, or service car

Question 35

Item transfers

Answer 35

You can track inventory as it’s moved from one location to another and account for the value of inventory in transit at various locations

Question 36

Sales and inventory forecasting

Answer 36

The sales and inventory forecast produces with machine learning technology a predictive analysis of future sales and inventory levels

By setting period type and origin, you can specify the historical data that the program uses

When the inventory level drops below zero, you can create a replenishment invoice from the forecast chart

Question 37

Warehousing

Answer 37

With Business Central, you can receive and ship goods from the warehouse

Additionally, you can organize your internal warehouse activities

–> for example, if you need to put away items or move items inside or between warehouses

You can pick items for assembly, production, or shipment

You can manage items on a bin level, pick and put away items in a bin, and move items between bins by using a report that optimizes space usage and picking processes

Assembly of items for sales or inventory is also included in warehouse activities

Question 38

Send documents to customers

Answer 38

To send documents to customers, you can set up document sending profiles

Question 39

Document sending profiles

Answer 39

You can set up each customer with a preferred method of sending sales documents

–> These preferred methods are document sending profiles

Document sending profiles include sending options that allow you to configure whether you’d prefer to print documents or send them by email, and to indicate if the document needs to be attached as a PDF file or as an electronic document

You can set up document sending profiles and then assign them to your customer

The Documenting Sending Profile feature provides you with the convenience of not having to configure the Send Document To page each time that you select the Send action for a document

Question 40

Sending documents

Answer 40

Each document list page contains the Print/Send action, which is located at the top of the page

Question 41

Explore how to administer jobs

Answer 41

The Jobs functionality will help you keep track of usage on jobs and provides data for invoicing the customer

You can manage both fixed-price jobs and time-and-materials jobs

The Jobs area supports common project management tasks, such as configuring a job and scheduling a resource, in addition to providing the information that is needed for managing budgets and monitoring progress

Question 42

what we need to administer jobs

Answer 42

Resources

Resource Capacity and Availability

Jobs

Time sheets

Question 43

Resources

Answer 43

A resource can be defined as a person or a machine

With the Resources functionality, you can register and sell resources, combine related resources into one resource group, or track individual resources

Resource management is often used in combination with the Jobs functionality

Question 44

Resource Capacity and Availability

Answer 44

You can set capacity for each resource and monitor the usage for resources, which allows you to obtain a complete overview of the capacity and availability of your resources

Question 44

Resource Capacity and Availability

Answer 44

You can set capacity for each resource and monitor the usage for resources, which allows you to obtain a complete overview of the capacity and availability of your resources

Question 45

Jobs

Answer 45

With the Jobs functionality, you can manage long-term projects that involve the use of employee labor hours, machine hours, inventory items, and other types of usage that you want to keep track of

Using the Jobs functionality will provide a good overview of not only individual jobs, but also the allocation of employees, machinery, and other resources that are being used in all projects

You can set up a job for a project that you will perform for your customer

–> On the job card, you can enter all the data that you need to manage the job from an administrative and financial point of view

By entering tasks for your job, you can specify everything that must be done to complete the job

–> For each task, you can plan capacity and sales for resources and items

–> Based on the item cost and price and the resource cost and price, your task and planning lines will create your job budgets, giving you the ability to manage the profitability of a job

After you have started working on a job, you can post usage to a job when purchasing items

–> for example, you can post usage by assigning the job number and the job task number on the purchase line, on the purchase order, or on a purchase invoice

With job journals, you can use items on stock for a job or post resource usage

Periodically, you can invoice jobs to your customers and use job statistics to follow up on your job budget

You can also use the Jobs functionality for many types of services and consultancy tasks

Question 46

Time sheets

Answer 46

Time sheets are a simple and flexible solution for time registration with manager approval, and they integrate with the Service, Jobs, and Basic Resources functionalities

With timesheets, resources can enter hours that are spent on projects

After configuring which resources should enter timesheets, the timesheet administrator can prepare timesheets by week based on job planning lines

The resource only needs to confirm if the time spent is the same as the budget for a specific job task

After the resource’s hours have been submitted and approved, the timesheet administrator or the project manager can post them to the job

By assigning one of the available job costing methods, such as percentage of completion, you can have the program post recognized costs and sales to the income statement and post work in progress to the balance sheets

From the job card, you can track the work in process and the recognized costs and sales

Question 47

Discover the service management capabilities

Answer 47

This functionality can be used in business scenarios such as complex customer service distribution systems, industrial service environments with bills of materials, and high-volume dispatching of service technicians with requirements for spare parts management

Service Management is focused on repair, which involves administering the full-service operation, integrating the service and product supply chain, and managing service.

–> available with Premium licensing

Question 48

Service Management will allow you to perform which following tasks:

Answer 48

Respond to service requests

Plan and schedule repair assignments

Follow up on the status of repair assignments

Track and invoice repair costs

Handle warranties

Set and use service contracts

Optimize inventory levels for spare parts

Improve spare parts for costing

Question 49

the service management capabilities

Answer 49

Service items

Service orders

Planning and dispatching

Warranty

Service contract management

Service price management

Question 50

Service items

Answer 50

The fundamental component of the Service Management module

the equipment or the item that needs to be serviced or repaired

With service item management, you can record and keep track of all your service items, including contract information, component management, BOM reference, and warranty information

Question 51

Service orders

Answer 51

assignments to service the equipment

with these, you can register after-sales issues and repair requests

Service requests can be initiated by the customer or created automatically according to the terms in your service agreement

Data can be entered in the service orders by a call center employee or by your repair shop

Question 52

Planning and dispatching

Answer 52

You can assign and dispatch personnel to work on orders and optimize deployment for regional zones, skills, and priorities

Additionally, you can use service orders to manage service personnel and field technician information and also to filter according to availability, skills, and stock items

Question 53

Warranty

Answer 53

You can manage warranty details on the service items and spare parts

you can record details on service levels, response times, and discount levels

Question 54

Service contract management

Answer 54

In the Contract Management module, you can set up an agreement with the customer that addresses the service level to be delivered, and maintain information on contract history, contract renewal, and contract templates

–> You can also generate contract quotes

With service contract management, you can record details on service levels, response times, and discount levels

–> Additionally, you can record details about the service history of each contract, including used service items and parts and labor hours.

Question 55

Service price management

Answer 55

you can set up, maintain, and monitor service prices

You can also define price calculation structures that include all parameters that are involved in providing service

Question 56

The Business Central manufacturing capabilities

what do they do and which are they

Answer 56

Premium licensing empowers you and your organization with manufacturing capabilities

–> Before you can begin to produce items, you must set up various parameters such as work centers, routings, and production BOMs

Production orders

Version management

Agile manufacturing

Basic supply planning

Demand forecasting

Question 57

Production orders

Answer 57

used to manage the conversion of purchased materials into manufactured items

Production orders route work through various work or machine centers on the shop floor

Question 58

information contained in production orders

Answer 58

Products that are planned for manufacturing

Materials that are required for the planned production orders

Products that have just been manufactured

Materials that have already been selected

Products that have been manufactured in the past

Materials that were used in previous manufacturing operations

Question 59

Production orders are the starting points for:

Answer 59

Planning future manufacturing

Controlling current manufacturing

Tracking of finished manufacturing

Question 60

how can production orders be created

Answer 60

on an order-by-order basis either manually from the Production Order page or generated from the Sales Order Planning or Order Planning pages

Question 61

how can we post our output

Answer 61

Output posting can be done manually by filling and posting journal lines after production operations

Alternatively, you can perform output posting automatically with the use of backward flushing

–> In that case, material consumption is automatically posted along with output when the production order status changes to finished

Question 62

Version management

Answer 62

allows you to create and manage different versions of the manufacturing bill of materials and routings

Question 63

Agile manufacturing

Answer 63

you can plan rush hour

you can make exceptions

you can handle last-minute changes to your processes with multiple planning options

Question 64

Basic supply planning

Answer 64

allows you to plan for material requirements based on demand with support for master production scheduling and materials requirements planning

Question 65

Demand forecasting

Answer 65

you can plan and create production and purchase orders, taking into consideration the demand forecast together with the level of available inventory and parameters of requirement planning

Question 66

Business Central Human Resources capabilities

Answer 66

You can register and maintain employee information, such as employment contracts, confidential information, qualifications, and employee contacts

You can also register employee absences, which allows you to analyze registered absences, as necessary

Question 67

what to do to start using Business Central’s Human Resources functionality?

Answer 67

you must set up employees and other basic information

You can then associate various codes to an employee, which allows you to filter information for specific employees

Question 68

Register employees

Answer 68

eating a card with all the core and related information

Question 69

what can we put on the employee card?

Answer 69

you can set up information

–> such as union membership, relatives, and contracts for the employee

You can use alternate addresses to keep track of your employees’ location, for example if they are stationed abroad, on a long business trip, or residing at a summer residence

Question 70

how to reimburse employees for their business expenses?

Answer 70

you must fill in the fields on the Payments FastTab on the Employee Card page

Question 71

How to manage an employee’s absence?

Answer 71

you must record the absence on the Absence Registration page

Question 72

from which pages can we view employee absence?

Answer 72

The Absence Registration page, where you register all employee absences with a line for each absence

The Employee Absences page, where the absences for one employee only is shown

–> This is the same information that you entered on the Absence Registration page, filtered by each employee

Question 73

In Microsoft 365 experience for Business Central

Answer 73

Business Central is fully integrated with Microsoft 365 so that you can navigate freely between Microsoft 365 apps and Business Central by using the app launcher

In Business Central, you can open data in Microsoft Excel, print reports by using Microsoft Word, and you can work with your Business Central data in Microsoft Outlook, for example

Question 74

Microsoft 365 authentication

Answer 74

In Business Central online, users are added through the Microsoft 365 Admin Center

–> After users have been created in Microsoft 365, they can be imported into the Users window in Business Central

Question 75

Use Business Central as your Business Inbox in Outlook

Answer 75

you can manage business interactions with your prospects, customers, and vendors directly in Outlook

allows you to see financial data that is related to customers and vendors, in addition to helping you create and send documents, such as quotes, orders, and invoices

Question 76

Unified header shared with Microsoft 365

Answer 76

In Business Central, the updated header provides similar functionality and navigation, including links to help and support, a link for personalizing Business Central, and options for adjusting your settings

Question 77

What are internal users?

Employees, onsite agents, onsite contractors, and other onsite vendors

Employees only

Employees, customers, and suppliers

Employees and customers

Answer 77

Employees, onsite agents, onsite contractors, and other onsite vendors

Question 78

What is included in the Dynamics 365 Business Central Essentials subscription type?

The Essentials subscription type includes financial management and supply chain management.

The Essentials subscription type includes financial management, supply chain management, and project management.

The Essentials subscription type includes all modules except for warehouse management, service management, and manufacturing.

The Essentials subscription type includes financial management, customer relationship management, project management, supply chain management, human resources management, and warehouse management.

Answer 78

The Essentials subscription type includes financial management, customer relationship management, project management, supply chain management, human resources management, and warehouse management.

Question 79

Which one of the following options is not a main objective of a cloud end-to-end business solution?

To offer a consistent look and feel across all modules.

To offer a full suite of application functionality in the cloud.

To offer an extendible solution with apps in the cloud.

To offer a secure solution in the cloud.

Answer 79

To offer a consistent look and feel across all modules.

A cloud end-to-end business solution is business management software (typically a suite of integrated applications) that a company can use to collect, store, manage, and interpret data from many business activities. It is offered in the cloud and can be extended with apps from AppSource.