MB-800 Exam Dumps - Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate Questions and Answers

The AR users reported an issue about reconciling AR subledger to the G/L. In Business Central, subledger control accounts (like Accounts Receivable and Accounts Payable) must not be posted to directly; they should only be posted through transactions (invoices, payments).

If Direct Posting = Yes, users can post directly into AR or AP control accounts, which causes reconciliation issues.

To prevent this, you set Direct Posting = No on the G/L Account Card for control accounts.

Why not others:

A. Switch Blocked on the Customer Card → Blocks transactions but does not solve reconciliation issues.

B. Switch Direct Posting on the G/L Account Card to Yes → Makes the issue worse.

C. Switch Blocked on the G/L Account Card to Yes → Prevents all postings, even system ones, which is incorrect.

Correct answer: D. Switch Direct Posting on the G/L Account Card to No

Comprehensive Detailed Explanation

The company’s reporting requirements are:

They need to analyze which customers are buying which items.

They need to analyze which salespeople are selling in which regions.

They also need consistent reporting for Customer Groups, Item Groups, Salesperson, and Region.

In Business Central, dimensions are the mechanism to capture these classifications (customer groups, item groups, salesperson, region). To configure reporting dimensions properly, the following steps are required:

Set up dimensions

Before using any dimensions, you must define them in the Dimensions page. This is where new entries such as Customer Group, Item Group, Salesperson, and Region are created.

Correct action: Create a new entry on Dimensions.

Configure global dimensions

Business Central allows two global dimensions that become available on all transaction lines and entries. These are the most used reporting breakdowns.

Since the company must always report sales by customer and item, these should be set as global dimensions.

Correct action: Change global dimensions on General Ledger Setup.

Configure shortcut dimensions

Shortcut dimensions (up to 8) are additional reporting dimensions that can be made available for entry on journals, documents, and transactions. These are perfect for Region and Salesperson requirements.

Correct action: Choose a shortcut dimension code on General Ledger Setup.

This setup ensures reporting can directly answer the business questions in financial results and enable analysis across Customer Groups, Item Groups, Salespeople, and Regions.

Microsoft Learn References

Work with Dimensions

Set Up Dimensions

General Ledger Setup – Global and Shortcut Dimensions

Analysis by Dimensions

Requirement: Invoices must be automatically emailed to customers using a fixed template.

Solution:

A. Set Email to Yes (Use Default Settings) → ensures invoices are sent automatically without prompting.

E. Apply Office Server Settings to the SMTP Mail Setup → configures the company’s mail server (SMTP/Office 365) so that emails are sent.

F. Assign a Document Sending Profile to the Customer where Email is set to Yes → links customers to the correct sending method (Email with fixed template).

Other options:

B. Allow Sender Substitution is optional, not required.

C. Prompt for Settings requires manual action (not automatic).

D. Assigning “Email = No” contradicts the requirement.

The requirement is: “You need to configure retail store customer cards to track revenue by market.”

In Business Central, to track revenue by customer market (Retail, Veterinarian, Breeder), you configure default dimensions on the Customer Card.

Assign the dimension code → Market

The business wants to analyze revenue by Market (Retail, Veterinarian, Breeder).

Therefore, the dimension code must be Market.

Assign the dimension value code → Retail

For this specific setup, the customer is a retail store, so the dimension value must be Retail.

Select a value posting → Same code

To ensure that every posting for this customer always carries the same dimension value, use Same Code.

Other options:

Blank = no default dimension.

No code = optional dimension.

Code mandatory = requires entry but allows flexibility in values.

Since we want strict tracking by a fixed market (Retail), Same code is correct.

This ensures that every transaction posted for the customer will always have Market = Retail, enabling accurate revenue tracking.

Microsoft Learn references:

Work with Dimensions

Set Up Default Dimensions

Dimension Value Posting Options

Query successful

Sales Invoice Correction

Based on the scenarios, here is the correct action for each:

Scenario 1: Use this action when the posted invoice has not been paid and the original invoice was posted from a sales order.

Action: Correct

The Correct action is specifically designed for this scenario. It automatically creates a new sales order, reverses the original posted invoice, and copies the original lines to the new order. The new sales order is then ready for editing, allowing you to make corrections and post it again.

Scenario 2: Use this action when the posted invoice has not been paid and the original invoice was not posted from a sales order.

Action: Cancel

The Cancel action is used when the invoice wasn't created from a sales order. It creates a credit memo to fully reverse the posted invoice. This effectively cancels the invoice without needing to go through a new sales order process, as no original sales order exists.

Scenario 3: Use this action when the posted invoice has been paid and warehouse documents are not required.

Action: Create corrective credit memo

The Create corrective credit memo action is the appropriate choice when the invoice has already been paid. Since the payment has been applied, you can't simply "correct" or "cancel" the invoice directly. Instead, you create a credit memo that can then be applied against the payment, effectively reversing the transaction. This action is also used when warehouse documents are not necessary, as a separate sales return order with warehouse processes is not required.

open general ledger setup

change global dimension

select a new dimension

Click "start"

Comprehensive Detailed Explanation

In Dynamics 365 Business Central, Global Dimensions are critical because they are applied across the system in posted entries, G/L entries, and reports. If they are set incorrectly, you can use the Change Global Dimensions function.

Since the database contains very few posted entries, we can use Sequential mode (faster and suitable for small databases). The correct steps are:

Open General Ledger Setup → Navigate to General Ledger Setup, which contains the Global Dimension fields.

Select the Change Global Dimensions action → This opens the dedicated page to change dimensions.

Select the new dimension → Choose which dimension you want to replace Global Dimension 1 with.

Select the Start action → Starts the sequential process to update entries and data tables.

⚠️ The actions Prepare and Sign out and back in are used for Parallel mode (suitable for larger datasets), where data preparation and session reset are required. For Sequential mode, those are not necessary.

Microsoft Learn References:

Change Global Dimensions in Business Central

General Ledger Setup

The Custom Report Layouts page allows you to manage and update layouts (Word or RDLC) for a given report object. However, simply updating the layout does not make a new report object the system default. You must still assign the new report in Report Selection – Purchase. Thus, this solution does not meet the goal.

In Dynamics 365 Business Central, when configuring special purchase prices for vendor and item combinations, you can define optional criteria that the system uses to determine the best price. The key optional fields include:

Minimum Quantity: Special pricing applies only when the order quantity meets or exceeds this threshold.

Unit of Measure Code: Price can vary depending on the unit of measure (e.g., price per box vs. per piece).

Currency Code: Price can be set depending on the vendor’s currency.

Other options:

Purchasing Code: Defines special order handling (drop shipment, special order), not used in price calculation.

Line Discount Percentage: This is a discount, not a price, and is handled separately under discounts setup.

Comprehensive Detailed Explanation

When configuring the Chart of Accounts in Dynamics 365 Business Central, each G/L account requires specific setups to ensure it works properly in financial reporting, reconciliation, and year-end closing.

Inventory account reconciliation (Direct Posting):

Inventory accounts should not allow direct postings.

Their balance must come exclusively from item transactions (value entries).

Setting Direct Posting = No ensures that the account balances always match the sum of all item value entries.

Financial Statement reporting (Account Category and Account Subcategory):

To group G/L accounts into correct sections of financial statements (e.g., Assets, Liabilities, Equity, Income, Expenses), you must assign them to Account Categories and Subcategories.

These mappings drive the layout of Balance Sheet and Income Statement reports.

Summarizing other accounts (Account Type):

Use Account Type = Heading or Total to summarize balances of related accounts.

Example: A Total account sums several Posting accounts.

Year-end closing (Income/Balance):

The Income/Balance field determines whether the account is treated as an Income Statement account (closed to Retained Earnings at year-end) or as a Balance Sheet account (carried forward).

Microsoft Learn References

Design the Chart of Accounts

Set Up G/L Accounts

Year-End Closing and Income/Balance Setup