Free Practice Questions for Microsoft MB-800 Exam

The requirement is to configure the new customer creation process in Dynamics 365 Business Central. The goal is to make sure that when users quickly add new customers (for example, at the Cash & Carry desk), all required fields and correct defaults are consistently applied.

1. Configuration Worksheet (B)

The Configuration Worksheet is used in RapidStart Services to plan and manage setup data across tables.

It lets you map out which tables (e.g., Customers, Vendors, Items) you want to configure and load master data into.

For customer creation, this ensures that the Customer table and related setup tables are properly configured before using templates.

This acts as the foundation of the process: deciding what must be included in the customer creation workflow.

2. Configuration Template (C)

Configuration Templates define default values for new master data records (e.g., customers, vendors, items).

For example, when creating a new customer, the template can pre-fill fields like:

Posting groups

Payment terms

Customer source dimension

Responsibility center (if required)

This ensures consistency and reduces errors when users add new customers.

In this scenario, since the company wants fast and accurate customer creation, templates are essential.

Why not A (Responsibility center)?

Responsibility centers are used to manage operations by location, department, or profit center.

They are useful for reporting and segregation of transactions, but not mandatory for customer creation setup.

Why not D (Permissions)?

Permissions define who can create or modify customers.

While important for security, this is not part of the configuration process for ensuring consistent field population and defaults in customer creation.

Microsoft References

Set Up Configuration Packages and Templates (RapidStart Services)

Configuration Templates for Customers, Vendors, and Items

Customer Table Setup and Creation

Create a Customer Discount Group

Create an Item Discount Group

Select the Item Discount Group for the Item

Comprehensive Detailed Explanation

To configure sales discounting in Dynamics 365 Business Central, you need to set up the relationship between customers and items so that the system can automatically apply the correct discounts during sales transactions. The process involves both customer grouping and item grouping.

1. Create a Customer Discount Group

This step defines which customers are eligible for group-based discounts (e.g., a retail chain, buying group, or brokers).

By creating a Customer Discount Group, you can later apply uniform discount rules across all customers belonging to that group, instead of configuring each customer individually.

2. Create an Item Discount Group

Next, you create Item Discount Groups to categorize items into discountable product lines (e.g., Olive Oils, Spices, Snacks).

This ensures that discount rules apply consistently across items in the same category, rather than having to define rules item by item.

3. Select the Item Discount Group for the Item

Finally, you link each relevant Item Card to the correct Item Discount Group.

This connection ensures that whenever a sales order/invoice is created for a customer belonging to a discount group and includes items in an item discount group, the system automatically applies the correct Sales Line Discounts.

Why not the other actions?

Define the Sales Invoice Discounts → Used for invoice-level discounts, but here the requirement is item/line-based discounting.

Define the Customer Special Sales Prices & Discounts → Used for customer-specific or promotional pricing, not for group-wide discount structures.

Configure Discount Posting in Sales & Receivable Setup → Relevant for accounting/reporting (whether discounts post separately) but not for setting up how discounts are determined and applied.

Define the Sales Line Discounts → This is the outcome of linking customer discount groups and item discount groups, but it requires the setup steps above first.

Microsoft References

Set Up Customer and Item Discount Groups

Work with Sales Line Discounts

Special Prices and Discounts in Business Central

Comprehensive Detailed Explanation

The requirement is to report profitability by business line (cash & carry vs. brokered). In Business Central, the way to achieve this is by creating a Global or Shortcut Dimension (for example, a dimension called Business Line) and ensuring that it is captured on every sales, purchase, and general ledger transaction.

Create a dimension → Value

The correct choice is Value because profitability reporting is driven by dimension values such as Cash & Carry and Brokered.

Combination, Default Priorities, and Account Type Default are used for control and automation of dimensions, not for the initial creation of reporting dimensions.

Regular price: $20.00

Buying group discount: $18.00

Autumn promotion price: $19.00

Overstock special: 15% off regular price ($20 × 0.85 = $17.00)

However, the case study requires the system to always give the lowest available price.

Comparison of all active prices:

Regular = $20.00

Buying group = $18.00

Autumn promotion = $19.00

Overstock 15% discount = $17.00

Lowest available = $17.00. But since the customer belongs to a buying group and it’s also an overstock day, the system applies stacking rules: the overstock discount applies on top of buying group price.

$18.00 × 0.85 = $15.30.

There are multiple ways to create a customer in Business Central:

From Contacts page – Create as Customer (B): You can convert a contact record into a customer.

From Configuration Template Header – Create Instance (C): You can create new customer records via configuration templates.

From Customers page – New (D): The most common way is directly on the Customers page by selecting New.

Other options:

A (On the Contacts page, Related Information → Customer): No direct action exists with this name.

E (Apply Template on Customer card): Applies template data to an already created customer; it doesn’t create a new record.

Comprehensive Detailed Explanation

When creating or configuring new companies in Microsoft Dynamics 365 Business Central, there are different tools with specific roles:

Assisted Setup

Provides guided wizards to help you create a new company quickly, entering the first essential details like company name, address, VAT registration, etc.

Useful for getting the company started before loading more detailed configuration.

RapidStart Services

A framework in Business Central used for data migration and configuration tasks.

It allows you to create a set of setup tasks (like payment methods, posting groups, dimensions) and run them in a defined sequence. Users can mark tasks as done once finished.

Ideal for structured implementations.

Configuration Questionnaire

A part of RapidStart, used to template existing setup and data (master data, posting groups, setups) into packages.

These templates can then be applied to a new company in one process, essentially cloning configuration from an existing company.

Microsoft Learn References

Assisted Setup

RapidStart Services Overview

Configuration Packages and Questionnaires

To integrate Power BI with Dynamics 365 Business Central, you need to make Business Central data available to Power BI. The standard and recommended method is to use OData web services.

Option A: Enable the Power BI Embedded service (Incorrect)

This allows embedding Power BI reports inside Business Central but does not expose Business Central data to Power BI.

Option B: Publish the OData web services for the required entities (Correct)

Power BI can consume Business Central data through OData feeds or APIs.

You expose the required data by publishing OData web services in Business Central (e.g., Customers, Vendors, G/L Entries).

Once published, you connect to these OData URLs from Power BI Desktop to build reports.

Option C: Select the Share action in Business Central (Incorrect)

The Share action is used for sharing reports or documents within Business Central, not for exposing data to Power BI.

Option D: Create a user account in Business Central for Power BI access (Incorrect/Not sufficient)

While a licensed user account is needed to authenticate, just creating a user does not expose data. You still need OData or APIs.

Thus, the correct way to expose Business Central data to Power BI is by publishing OData web services.

Microsoft Learn References

Connect to Business Central data from Power BI

Publish a Web Service

Using OData in Business Central

When setting up a cash vendor in Business Central, the system must automatically settle the payment at the time of posting the purchase invoice. This is achieved through:

Payment Method Code = Cash

Linking it to a balancing account (usually a bank account or cash account).

With this configuration, when you post the purchase invoice, the system automatically creates the vendor payment entry and posts it to the defined balancing account.

Why not the others:

A. Payment Method as Cash → Alone, it does not trigger automatic settlement unless a balancing account is specified.

B. Payment Term as COD → Only affects due dates, not automatic posting of payments.

D. Prepayment → Used when vendors/customers require advance payments before the actual invoice; this is not the scenario here.

Business Central Functional Consultant at end of each question below

In Business Central, posting periods and deferral posting control are managed through the User Setup page.

The User Setup table/page allows you to assign user-specific posting restrictions by specifying Allow Posting From and Allow Posting To dates.

These restrictions apply to all posting transactions for that user, including deferrals. This ensures you can control in which periods each user is allowed to post.

This setup overrides the company-wide settings in General Ledger Setup (where you also have global Allow Posting From/To dates).

Why the other options are incorrect:

A. User Tasks – Provides task reminders or workflow assignments for users, not posting date control.

B. My Settings – Lets a user configure personal settings like Role Center, company, region, or work date, but it does not control posting periods.

D. Profiles (Roles) – Define user interface profiles (role-tailored experience), not transactional posting periods.

Therefore, the correct configuration page is User Setup.

Microsoft Learn References

Define Posting Periods for Users (User Setup with Allow Posting From/To):https://learn.microsoft.com/en-us/dynamics365/business-central/finance-how-specify-posting-periods

User Setup (fields and functionality including posting restrictions):https://learn.microsoft.com/en-us/dynamics365/business-central/ui-how-users-permissions

Deferrals in Business Central (and how they respect posting periods):https://learn.microsoft.com/en-us/dynamics365/business-central/finance-how-defer-revenue-expenses

This ensures users can only post deferrals in the periods defined in their User Setup.

Comprehensive Detailed Explanation

In Dynamics 365 Business Central, there are three approaches to tailoring the UI:

Personalize

End users can personalize their workspace by hiding/moving fields, changing the layout, etc.

Personalization applies only at the user level.

Design

Developers or admins can use the in-client Design mode to create changes that apply to all users in the environment.

These changes can also be packaged into extensions for reuse.

Customize

Customization applies to a specific profile or Role Center.

This is useful if you want changes only to apply when users are in a certain Role Center (e.g., Accountant vs. Sales Manager).

Microsoft Learn References

Personalize Your Workspace

Customize Pages for Profiles

Design Pages in Business Central