How to pass the Microsoft MB-800 Exam?

The Microsoft MB-800 exam, also known as Microsoft Dynamics 365 Business Central Functional Consultant, is an important certification exam for professionals who want to demonstrate their skills in implementing and configuring Microsoft Dynamics 365 Business Central solutions. Passing this exam indicates that the candidate has the necessary knowledge and expertise to work with clients, gather requirements, design solutions, and provide training and support. This certification is highly valued by organizations that use Microsoft Dynamics 365 Business Central, and passing the exam can lead to better job opportunities, higher salaries, and career growth.

The purpose of this blog is to provide a comprehensive guide to help professionals prepare for and pass the Microsoft MB-800 exam. This blog will cover the exam content, study plan, exam preparation strategies, and tips for exam day. The blog will also provide resources and advice on how to manage exam anxiety and stay motivated during the exam preparation process. By following the tips and strategies provided in this blog, exam takers can increase their chances of passing the exam and achieving their career goals.

Let us now look at the preparation guide to prepare for the MB-800 Exam!

MB-800 Exam: Pathway to earn the Credential

Functional consultants who implement core application setup processes for small and medium businesses are candidates for this exam. They set up core functionality and modules, as well as migrate data to Microsoft Dynamics 365 Business Central, and implement and configure it.

Candidates configure the application in collaboration with the implementation team to provide manageability and ease of use to the business. They can customize role centers by adapting insights, cues, action tiles, reports, and charts, as well as extending Business Central with Microsoft Power Platform components. Follow these steps to clear the exam –

Step 1 – Know the prerequisites

The MB-800 exam is for individuals who have a solid understanding of the functionalities and features of the software and want to demonstrate their knowledge and skills. The exam covers topics such as financial management, sales and purchasing, inventory management, and manufacturing. There are no particular requisites that you need to have in order to be eligible for the MB-800 exam. But, these are some of the skills that can help you grasp the concepts easily –

• Using Business Central knowledge to meet business needs
• fundamental understanding of sales, purchases, inventories, and financial management
• concentrate on one or more sets of Business Central features
• Recognize the role of Business Central in the Microsoft 365 and Dynamics 365 software suites.

Step 2 – Know the exam Details

The Microsoft Business Central Functional Consultant MB-800 exam consists of 40-60 questions that must be answered in 50 minutes. Multiple-choice questions, sequences, and drag-and-drop options are all possible exam question types. You will also be asked to examine a customer case study and provide advice based on the scenario.

Step 3 – Go through the course outline

It is important to know about the exam topics and prepare accordingly. Knowing the problems beforehand is essential. The preparation guide’s most important step is by far this one. Exam goals are crucial while creating the exam plan, in addition.

MB-800 exam course outline will get updated on March 24, 2023.

Set up Business Central (20–25%)

Create and configure a company

• Create a company in the on-premises and cloud-based versions of Business Central (Microsoft Documentation: Create New Companies in Business Central)
• Create a company by using Assisted Setup to copy data from an existing company (Microsoft Documentation: Set Up Company Configuration Packages)
• Describe the use cases and capabilities of RapidStart Services (Microsoft Documentation: Microsoft Dynamics ERP RapidStart Services)
• Create a configuration worksheet (Microsoft Documentation: Set Up Company Configuration Packages)
• Create and use a configuration package (Microsoft Documentation: Create configurationPackage, Apply Company Configuration Packages)
• Create journal opening balances (Microsoft Documentation: Create a project beginning balance)

Manage security

• Create and manage user profiles (Microsoft Documentation: Manage User Profiles)
• Set up a new user and user groups
• Create and assign permission sets and permissions (Microsoft Documentation: Assign Permissions to Users and Groups)
• Apply security filters (Microsoft Documentation: Using Security Filters)

Set up core functionality

• Set up company information (Microsoft Documentation: Set Up Company Information)
• Set up printers for on-premises and cloud-based installations(Microsoft Documentation: Set Up Printers)
• Set up reports and custom report layouts (Microsoft Documentation: Create and Modify Custom Report Layouts)
• Set up and use job queues (Microsoft Documentation: Job Queue)
• Set up email accounts (Microsoft Documentation: Set Up Email)
• Set up number series (Microsoft Documentation: Create number series)

Set up dimensions

• Set up dimensions and dimension values (Microsoft Documentation: Work with Dimensions)
• Set up global dimensions and shortcut dimensions (Microsoft Documentation: Set up dimensions in Dynamics 365 Business Central)
• Set up dimensions to master data
• Set up blocking combinations of dimensions and dimension values (Microsoft Documentation: Work with Dimensions)
• Describe the Dimension Correction Tool (Microsoft Documentation: Troubleshooting and Correcting Dimensions, Dimension corrections (for G/L Entries))

Manage approvals by using workflows

• Set up native workflows
• Set up a notification system
• Set up approvals (Microsoft Documentation: Configure approval processes in a workflow)

Configure financials (30–35%)

Set up Finance Management

• Configure General Ledger setup (Microsoft Documentation: Understanding the General Ledger and Chart of Accounts)
• Configure accounting periods (Microsoft Documentation: Work with Accounting Periods and Fiscal Years)

Manage the chart of accounts

• Set up G/L Account Card
• Create account categories and subcategories (Microsoft Documentation: Understanding the General Ledger and Chart of Accounts)
• Describe filtering on Chart of Accounts for finance reporting (Microsoft Documentation: Prepare Financial Reporting with Financial Data and Account Categories, Financial Reports and Analytics in Business Central)

Set up posting groups

• Create specific posting groups including bank, customer, vendor, and inventory posting groups (Microsoft Documentation: Set Up Posting Groups)
• Create general posting groups (Microsoft Documentation: Set Up Posting Groups)
• Configure General Posting Setup

Set up journals and bank accounts

• Set up bank accounts (Microsoft Documentation: Set Up Bank Accounts)
• Create journal templates (Microsoft Documentation: Set up general journal templates in Dynamics 365 Business Central)
• Create batches (Microsoft Documentation: Create a batch job)
• Implement recurring journals (Microsoft Documentation: Work with General Journals)

Set up accounts payables

• Create vendor accounts including payment terms, vendor bank accounts, and related records (Microsoft Documentation: Create a vendor bank account, Set up vendor accounts)
• Set up payment information for vendors (Microsoft Documentation: Vendor payment overview, Set Up Payment Methods)
• Configure Purchases & Payables Setup (Microsoft Documentation: Setting Up Purchasing)
• Set up payment journals (Microsoft Documentation: Making Payments)
• Describe the relationship between vendors, vendor ledger entries, and detailed vendor ledger entries

Set up accounts receivables

• Create customer accounts (Microsoft Documentation: Create a customer account (Project Service))
• Configure Sales & Receivables (Microsoft Documentation: Setup Setting Up Sales, Configure Accounts receivable and credit and collections)
• Set up cash receipt journals (Microsoft Documentation: Reconcile Customer Payments with the Cash Receipt Journal or from Customer Ledger Entries)
• Set up payment registration (Microsoft Documentation: Reconcile Customer Payments from a List of Unpaid Sales Documents)
• Configure customer payment methods (Microsoft Documentation: Manage payment methods)
• Describe the relationship between customers, customer ledger entries, and detailed customer ledger entries (Microsoft Documentation: Reconcile Customer Payments with the Cash Receipt Journal or from Customer Ledger Entries)
• Consolidate customer and vendor balances (Microsoft Documentation: Consolidate customer and vendor balances)

Configure sales and purchasing (15–20%)

Set up inventory

• Configure inventory set up (Microsoft Documentation: Setting Up Inventory)
• Manage items
• Create locations (Microsoft Documentation: Manage locations)
• Describe the relationship between items, item ledger entries, and value entries (Microsoft Documentation: Design Details: Inventory Posting)
• Differentiate between costing methods (Microsoft Documentation: Design Details: Costing Methods)

Configure master data for sales and purchasing

• Configure core customer settings including shipping agents, locations, and shipping addresses (Microsoft Documentation: Set Up Shipping Agents)
• Configure core vendor settings including order address, lead time, and locations (Microsoft Documentation: Party and global address book)

Configure pricing and discounts

• Manage vendor purchase prices (Microsoft Documentation: Purchasing)
• Manage purchase line and invoice discounts (Microsoft Documentation: Record Special Purchase Prices and Discounts, Set Up Prices and Discounts)
• Manage customer sales prices (Microsoft Documentation: Manage sales prices in Dynamics 365 Business Central)
• Manage sales line and invoice discounts (Microsoft Documentation: Record Special Sales Prices and Discounts, Set Up Prices and Discounts)

Perform Business Central operations (25–30%)

Perform basic tasks in Business Central

• Differentiate between designing, customizing, and personalizing pages (Microsoft Documentation: Customize Pages for Profiles, Personalize Your Workspace, Page Customization Object, Designing Card and Document Pages)
• Customize pages (Microsoft Documentation: Customize Pages for Profiles)
• Apply and save filters (Microsoft Documentation: Sorting, Searching, and Filtering, Save and Personalize List Views)
• Find documents and related entries
• Use the Inspect pages and data feature (Microsoft Documentation: Inspecting Pages in Business Central, Inspecting and Troubleshooting Pages)
• Perform data updates by using the Edit in Excel feature (Microsoft Documentation: Viewing and Editing in Excel From Business Central)
• Attach and share files by using OneDrive

Process purchases

• Manage quotations (Microsoft Documentation: Create and edit sales quotations)
• Create a purchase order (Microsoft Documentation: Create a purchase order)
• Receive items for a purchase order (Microsoft Documentation: Receive Items with Warehouse Receipts)
• Describe the over-receipt feature
• Undo a receipt (Microsoft Documentation: Reverse Journal Postings and Undo Receipts/Shipments)
• Create a posted invoice from a purchase order (Microsoft Documentation: Record Purchases with Purchase Invoices and Orders)
• Configure recurring purchase lines (Microsoft Documentation: Create Recurring Sales)

Process sales

• Manage quotation (Microsoft Documentation: Generate and manage project quotations, Create and edit sales quotations)
• Convert a sales quote into a sales order or sales invoice (Microsoft Documentation: Invoice Sales)
• Analyze item availability (Microsoft Documentation: View the Availability of Items)
• Ship items for a sales order (Microsoft Documentation: Make Drop Shipments)
• Undo shipments (Microsoft Documentation: Undo transfer shipments)
• Create a sales invoice from a sales order (Microsoft Documentation: Create sales order invoices)
• Configure recurring sales lines (Microsoft Documentation: Create Recurring Sales and Purchase Lines)

Process financial documents

• Process purchase invoices (Microsoft Documentation: Record Purchases with Purchase Invoices and Orders, Record Purchases)
• Process purchase credit memos (Microsoft Documentation: Process Purchase Returns or Cancellations)
• Process sales invoices (Microsoft Documentation: Invoice Sales)
• Process sales credit memos (Microsoft Documentation: Process Sales Returns or Cancellations)
• Combine sales shipments into a single sales invoiceCombine purchase receipts into a single purchase invoice (Microsoft Documentation: Combine Receipts on a Single Invoice, Combine Shipments on a Single Invoice)
• Correct a posted purchase invoice (Microsoft Documentation: Correct or Cancel Unpaid Purchase Invoices)
• Correct a posted sales invoice (Microsoft Documentation: Correct or Cancel Unpaid Sales Invoices)
• Release and reopen documents (Microsoft Documentation: Release and reopen multiple 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 (Microsoft Documentation: Enter payments in the cash receipt journal)
• Create bank deposits (Microsoft Documentation: Create Bank Deposits)
• Process payment registrations (Microsoft Documentation: Reconcile Customer Payments from a List of Unpaid Sales Documents)
• Apply ledger entries and undo applied entries (Microsoft Documentation: Remove and Reapply Item Ledger Entries)
• Reverse posted journals (Microsoft Documentation: Reverse journal posting)

Step 4 – Refer to Books from Microsoft

Microsoft provides reference materials that can aid in exam preparation. These books also include a number of useful resources for use while studying. By visiting Microsoft Press Books, you can find relevant publications that will help you understand the exam’s goals, pass the exam, and earn your certification. There are additional copies of these books available on Amazon.com. These books will assist you in organizing your exam preparation.

Step 5 – Join the Microsoft Community 

A lively debate is always beneficial, regardless of where it takes place. When several people are involved in a problem, the likelihood of solving it increases significantly. These discussions result in the research being expanded. Forums are excellent for fostering the type of community required for understanding others. When you interact with people who share your goals, you get one step closer to achieving them. You should also think about joining the Microsoft Community.

Step 6 – Use the Practice Test to assess yourself

It is critical to put what you have learned into practice in order to evaluate your performance. Furthermore, by practicing, you will be able to improve your answering abilities, which will save you a significant amount of time. Furthermore, once you have finished studying for one topic in its entirety, you should begin taking practice exams. It can be used as study material. You can also improve your response abilities by practicing, which will save you a lot of time. Furthermore, because practice exams will serve as a revision tool for you, the best time to begin practicing tests is after you have completed one entire topic.

This 6-step process will help you get through the exam easily. When considering why you should obtain MB-800 certification, there are several advantages that this certification provides. Here are a few:

Reasons to get MB-800 Certified

There are several reasons why individuals may choose to get certified in Microsoft Dynamics 365 Business Central by passing the MB-800 exam:

• Career Advancement: The MB-800 certification demonstrates that you have the necessary skills and knowledge to work with Business Central and can help you to advance your career as a Dynamics 365 consultant.
• Increased Earning Potential: Certified individuals often earn higher salaries than those without a certification. The MB-800 certification can demonstrate your expertise and increase your earning potential.
• Industry Recognition: The MB-800 certification is recognized by employers and industry peers, and it provides recognition of your skills and knowledge.
• Stay Current with Industry Trends: The MB-800 exam covers the latest developments in Dynamics 365 Business Central and ensures that you are up-to-date with the latest trends and technologies in the field.
• Improved Knowledge: Preparing for the MB-800 exam requires a deep understanding of Dynamics 365 Business Central, and the process of studying and taking the exam can improve your overall knowledge of the software.
• Differentiation from Competitors: The MB-800 certification sets you apart from others in the industry and demonstrates your commitment to your career and to staying current with the latest developments in Dynamics 365 Business Central.

Exam Tips:

Here are some tips to help you prepare for the MB-800 exam:

• Familiarize Yourself with the Exam Format: Understand the format of the MB-800 exam, including the types of questions you will be asked and the time limit. This can help you to allocate your study time more effectively.
• Use Official Microsoft Resources: Use official Microsoft resources such as the Microsoft Dynamics 365 Business Central product documentation and the Microsoft Learning website to study for the exam. These resources are the most up-to-date and accurate sources of information.
• Create a Study Plan: Create a study plan that includes a schedule of when you will study and what you will study. Make sure to allocate enough time to cover all of the exam topics.
• Focus on Hands-On Experience: In addition to studying, it is important to have hands-on experience with Dynamics 365 Business Central to fully understand the concepts and functionalities covered in the MB-800 exam.
• Network with Other Dynamics 365 Professionals: Network with other Dynamics 365 professionals, including those who have already passed the MB-800 exam, to gain insights and tips for preparing for the exam.
• Read Instructions and Questions Carefully: Careful reading of instructions and questions is essential to avoid misunderstandings and mistakes during the exam. Candidates should:
  • Read all instructions and exam rules before starting the exam
  • Read each question carefully and ensure they understand what is being asked
  • Pay attention to details and avoid making assumptions
• Stay Focused and Confident: Staying focused and confident during the exam is essential to perform well. Candidates should:
  • Take deep breaths and relax before starting the exam
  • Avoid distractions and maintain focus on the exam
  • Stay confident in their abilities and knowledge

Final Thoughts

In conclusion, passing the Microsoft MB-800 exam can be challenging, but with proper preparation, exam takers can increase their chances of success. To achieve success, candidates should understand the exam content, develop a study plan, use exam preparation strategies, and stay focused and confident during the exam.

It is important to remember that exam preparation is not only about acquiring knowledge but also about developing the skills and strategies necessary to succeed on exam day. By practicing with sample questions, joining study groups or getting a study buddy, and managing exam time effectively, candidates can develop the skills needed to perform well on the exam.

Lastly, it is important to stay motivated and avoid exam anxiety. Exam anxiety is common, but it can be managed by taking care of one’s physical and mental health, practicing relaxation techniques, and staying positive.