How To Be a Great Microsoft Business Central Consultant

  • Business Central functional consultant
  • Published by: André Hammer on Feb 06, 2024

Welcome to Microsoft Business Central consulting.

As a consultant, you can help businesses streamline operations and make the most of their resources.

Being a great consultant requires technical expertise, problem-solving skills, and strong communication abilities.

In this article, we will explore the key traits and knowledge you need to excel as a Microsoft Business Central consultant.

Whether you're just getting started or looking to improve your skills, read on to discover how to become a top-notch consultant in this field.

Understanding the Role of a Business Central Functional Consultant

Skills Measured

The Business Central functional consultant needs core setup and configuration skills. They help support the system's implementation and customization for clients. These skills involve configuring general ledger accounts, setting up vendors and customers, defining sales and purchase prices, and establishing inventory management parameters.

It's important to effectively utilize Business Central inventory management skills. This optimizes sales and purchasing processes, including managing item tracking, availability, and transfers, as well as setting up and managing items and warehouses.

In addition, a Business Central functional consultant should have key financial skills. These include setting up and using the accounts receivable and accounts payable modules, handling cash flow forecast and management, bank reconciliations, and managing fixed assets. These financial skills are critical for accurate and efficient financial management within the Business Central system.

Audience Profile

A Business Central functional consultant's typical audience would be people in finance, manufacturing, retail, or distribution industries. They could have different levels of experience with Business Central, from beginners to advanced users. Their expertise with similar ERP software may also vary, including experience with SAP, Oracle, or other systems.

Job roles of the audience could include financial analysts, supply chain managers, operations managers, or finance directors. These professionals usually work within their organisation's finance, supply chain, or operational departments. They are responsible for overseeing the implementation, configuration, and maintenance of the Business Central system to support their business processes.

Core Setup and Configuration for Business Central

Financials and Chart of Accounts

The Chart of Accounts is a structured list of financial accounts in Business Central. It categorises and records the company's financial transactions. This helps the consultant to group, organise, and analyse financial data, providing a clear overview of the business's financial health and performance.

Through its use, the consultant can track income, expenses, assets, and liabilities, allowing for the generation of accurate financial reports. The key components of a Chart of Accounts include assets, liabilities, equity, income, and expenses, each with its own unique identification code.

These components are used in Business Central to streamline the entry and tracking of financial transactions, ensuring that they are accurately recorded and organised for efficient reporting. For example, by classifying expenses into specific categories, such as salaries, rent, or utilities, the consultant can better understand where the company's money is being spent and make informed financial decisions.

Posting Groups

Posting groups in Business Central help categorize financial transactions. There are different types like general, customer, vendor, and bank posting groups. Each type is linked to specific accounts and tax structures for accurate financial management.

These groups are crucial for financial reporting and analysis in Business Central. Assigning the right group to each transaction ensures precise and meaningful reports for decision-making. It aligns financial reporting with accounting practices, offering a clear view of the organization's financial health.

To optimally set up and manage posting groups in Business Central, functional consultants should follow best practices. This includes regular audits, updating configurations, and training employees. Following these practices allows businesses to effectively use posting groups for financial management.


Dimensions in Business Central help categorize and analyse data across different business segments like departments, projects, or cost centers. For instance, a company might use dimensions to track sales revenue by region, product line, or salesperson. This provides detailed insights into financial performance and enables more accurate reporting.

In Business Central, dimensions are crucial for financial reporting and analysis. They allow filtering and grouping of data in a meaningful way, offering deeper insights into the financial health of the business.

For example, when analysing profit and loss, dimensions enable users to drill down into data and view performance by specific categories.

The setup and management of dimensions in Business Central involve a defined process that requires careful planning to meet the business's reporting needs. This may include creating standard dimensions, defining dimension values, and establishing rules for mandatory dimension values during transaction entry. Regular review and adjustment of dimension structures are important to ensure accurate financial reporting and analysis.

Manage Security

To manage security in Business Central, a functional consultant must understand the important components. This includes managing user roles and permissions to make sure only authorized people can access sensitive data. Strategies like least privilege access and segregation of duties help control access and reduce the risk of unauthorized actions. Regular audits and monitoring security logs can identify potential threats and vulnerabilities for timely intervention.

Ongoing training and awarenessprograms can help employees recognize and respond to security threats, contributing to a secure business environment.

Mastering Financials in Business Central

Bank Accounts

Businesses can easily manage their bank accounts in Business Central. They can access the "Bank Account" page to specify general ledger accounts, currency, and default dimensions for each account. Additionally, they can set up bank statement importing and manage outgoing and incoming payments for the bank.

The key features and functions related to bank accounts in Business Central include the ability to create multiple bank accounts, assign different account types, set up bank feed connections, and define reconciliation and payment methods.

Businesses can also reconcile and monitor their bank accounts within Business Central using the "Bank Reconciliation" feature. This feature allows them to match statement lines, correct discrepancies, and generate reconciliation reports. They can also use the "Bank Account Reconciliation" report to keep track of unreconciled transactions and analyze the status of their bank accounts.


Business Central functional consultants handle various types of journals for financial transactions. These include general, payment, and recurring journals. Each serves a specific purpose, like recording regular transactions or managing accounts payable and receivable.

By using these journals effectively, consultants can streamline the process of recording and managing financial data, ensuring accuracy and efficiency. Best practices for using journals in Business Central include proper segregation of duties, clear documentation, and regular reconciliation with the general ledger.

This approach helps maintain accurate and reliable financial records, essential for informed decision-making and compliance with regulatory requirements. Understanding the different types of journals and implementing best practices for their use is crucial for consultants in maintaining financial records accurately and effectively.

Accounts Payable

Accounts Payable in Business Central involves tracking and managing all invoices and payments to vendors or suppliers. It includes recording invoices and credit memos, managing due dates and payment terms, and ensuring accurate payment processing.

Key components of accounts payable in Business Central include invoice entry, approval, payment scheduling, and reconciliation. The system also generates various reports like aging reports, vendor balance reports, and historical payment analysis, which impact financial reporting and analysis positively.

Seamless integration of accounts payable streamlines the financial process, minimizes errors, and provides accurate data for financial decision-making. This is crucial for businesses as it facilitates better cash flow management and financial planning.

Accounts Receivable

Accounts Receivable has a big impact on a business's finances. It affects cash flow and how much money the business has available. In Business Central, managing Accounts Receivable involves accurate invoicing, sending payment reminders on time, and managing credit well. Using automated processes and data analysis can help businesses improve their Accounts Receivable processes.

For instance, they can set up automated payment schedules and use predictive analysis to spot accounts likely to miss payments. They can also track and analyse how customers pay to make better predictions and decisions. These practices help boost cash flow and cut operating costs, making the business financially healthier.

Optimise Sales and Purchasing Processes


Effective sales strategies in Business Central are crucial for maximising revenue. Consultants can track and analyse sales performance using various tools and techniques within the system. This includes creating custom dashboards and reports based on key performance indicators. By using Business Central, consultants can streamline the sales process, improve customer relationship management, and ultimately increase sales.

For instance, they can automate sales processes, set up targeted marketingcampaigns, and manage customer interactions more effectively.

Additionally, consultants can benefit from the built-in integration with other Microsoft applications, like Outlook and Dynamics 365 Sales, to ensure seamless communication and collaboration across the sales team. These practical solutions empower consultants to drive sales and revenue growth within the Business Central system.


When optimizing purchasing processes in Business Central, the functional consultant should consider key factors. These include supplier management, cost control, and procurement regulations. By ensuring effective communication with suppliers, implementing cost-efficient purchasing practices, and adhering to procurement policies, businesses can enhance their overall procurement process.

Business Central's inventory management can be used to streamline the purchasing process. This can be done by maintaining accurate and up-to-date inventory levels, setting up reorder points to automatically generate purchase orders, and aligning vendor lead times with inventory requirements. Ultimately, this can lead to improved inventory control and reduced stockouts, increasing operational efficiency and customer satisfaction.

To best manage purchasing workflows and approvals in Business Central, the functional consultant should establish clear and consistent approval hierarchies.

Additionally, they should implement automated approval processes based on predefined rules or conditions. They should also regularly review and adjust purchasing workflows to align with evolving business needs. This will ensure timely and accurate approvals, mitigate unnecessary delays, and maintain regulatory compliance.


When deciding on product or service prices, a Business Central consultant must think about production costs, competitors' pricing, customer demand, and market trends. They should consider raw material and labour costs, as well as how much customers think the product or service is worth. To stay competitive, businesses can use pricing strategies like cost-plus pricing, value-based pricing, or penetration pricing.

Keeping an eye on the market and competitors' prices allows businesses to adjust their pricing to stay ahead. Pricing decisions can have a big impact on a business's financial performance. For instance, setting prices too low can reduce profit, while setting prices too high may lower sales. So, careful pricing is vital for a business's financial success and long-term survival.

Effectively Utilise Business Central Inventory Management


The business needs to regularly update and reconcile the inventory for each product. This is important to know the exact number of products on hand and avoid stockouts or overstocking. The frequency of updating and reconciling inventory depends on the nature of the business. It's essential to have reliable inventory management systems in place to track and manage inventory effectively.

These systems should give real-time insights into stock levels, generate reports on product movement, and identify slow-moving or obsolete stock. They should also support stock takes and manage reordering processes, like setting reorder points for products. Regular physical counts of inventory should also be done to maintain accuracy.

Master Data

Master Data is an important part of Business Central. It's crucial for a Business Central functional consultant to understand its role and significance. Master Data is essential for setting up and configuring Business Central by providing info for customers, vendors, and items. Managing Master Data is vital for accurate financial reporting and smooth processes. By keeping it accurate, the consultant can ensure the system works well and gives reliable info to users.

Implementing Workflows and Approvals


Workflows in Business Central have several important components. These include defining steps, conditions, and approvals. These components help automate business processes, streamline tasks, and reduce errors.

It's crucial to define and implement these key components effectively for successful workflows in Business Central. This can be achieved through thorough documentation, clear communication, and regular monitoring.

Approvals play a vital role in the workflow process in Business Central. They ensure accurate task completion and compliance with company policies. The ability to configure and customize approval processes within Business Central allows businesses to adapt to their specific needs, ensuring a seamless workflow experience for all users.


The workflow in Business Central includes several important components. These include defining approval processes, setting up approval users, and configuring approval notifications.

For example, defining approval processes involves mapping out the steps required for an approval to be completed, such as document submission, review, and final authorization.

Setting up approval users entails assigning specific individuals or groups to perform approvals based on their roles and responsibilities within the organization.

Configuring approval notifications ensures that relevant parties are informed of pending approvals and are able to take necessary actions promptly.

Approvals can be effectively implemented within Business Central by using features such as the "Approval User Setup" and "Approval Workflows."

The "Approval User Setup" allows for the customization of approval hierarchies and the assignment of specific individuals as primary and secondary approvers.

"Approval Workflows" enable the creation of customized approval processes for various types of documents and transactions, enhancing the efficiency and accuracy of approvals.

Best practices for managing and tracking approvals in Business Central include regularly reviewing approval logs, monitoring approval statuses, and establishing clear communication channels for approval-related queries.

Frequent review of approval logs helps identify potential bottlenecks or inefficiencies in the approval processes and take proactive measures to address them.

Monitoring approval statuses enables consultants to ensure that approvals are completed within stipulated timeframes, minimizing delays and disruptions to business operations.

Clear communication channels, such as designated approval request portals or email notifications, facilitate effective collaboration between requestors, approvers, and consultants, ensuring that approval-related queries and issues are promptly addressed.

Continuous Learning and Enhancement

March 24, 2023

The Business Central Functional Consultant's role on March 24, 2023, requires a strong understanding of various concepts and skills. These include configuring and managing sales and purchasing documents, implementing inventory and manufacturing processes, and mastering financials.

To effectively use Business Central Inventory Management on this date, one should focus on optimizing inventory levels, coordinating cycle counting, and using available tools for inventory reconciliation.

When mastering Financials in Business Central on March 24, 2023, it's important to consider setting up and configuring the Chart of Accounts, managing cash flow by reconciling payables and receivables, and configuring automatic payments to vendors.

Proficiency in these areas is essential for success in the role of a Business Central Functional Consultant.

Key takeaways

To be a great Microsoft Business Central consultant, it's important to understand the software and its capabilities. Consultants need excellent communication and problem-solving skills, and the ability to work with clients to understand their business needs. Staying up-to-date with the latest updates and changes to the software is also essential for success in this role.

Readynez offers a 5-day MB-800 Microsoft Dynamics 365 Business Central Functional Consultant Course and Certification Program, providing you with all the learning and support you need to successfully prepare for the exam and certification. The MB-800 Microsoft Dynamics 365 Business Central Functional Consultant course, and all our other Microsoft courses, are also included in our unique Unlimited Microsoft Training offer, where you can attend the Microsoft Dynamics 365 Business Central Functional Consultant and 60+ other Microsoft courses for just €199 per month, the most flexible and affordable way to get your Microsoft Certifications.

Please reach out to us with any questions or if you would like a chat about your opportunity with the Microsoft Dynamics 365 Business Central Functional Consultant certification and how you best achieve it. 


What are the key skills and qualities needed to be a great Microsoft Business Central consultant?

Key skills and qualities for a great Microsoft Business Central consultant include strong knowledge of the software, problem-solving abilities, effective communication, and the ability to adapt to different client needs. Proficiency in using Power BI and Excel for data analysis is also crucial.

What training and certification options are available for aspiring Microsoft Business Central consultants?

Aspiring Microsoft Business Central consultants can pursue training and certification through Microsoft's official learning platform, Microsoft Learn. They can also obtain certifications such as Microsoft Certified: Dynamics 365 Business Central Functional Consultant Associate and Microsoft Certified: Dynamics 365 Business Central Developer Associate.

How can I stay up to date with the latest developments and updates in Microsoft Business Central?

You can stay up to date by subscribing to Microsoft's official Business Central blog, joining the Business Central community forum, and attending webinars and events hosted by Microsoft.

What are some common challenges faced by Microsoft Business Central consultants, and how can they be overcome?

Some common challenges faced by Microsoft Business Central consultants include system customization limitations and client requirements. These can be overcome by leveraging third-party extensions and providing training to clients on system capabilities.

What are some best practices for effectively communicating and collaborating with clients as a Microsoft Business Central consultant?

Some best practices for effectively communicating and collaborating with clients as a Microsoft Business Central consultant include actively listening to client needs, providing regular updates on project progress, and offering training and support for the client's team.

Additionally, using clear and concise language in all communications helps ensure understanding.

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