- Differences between cloud and on-prem user management
- Creating and managing user accounts in the Administration Center
- Inviting guest users (e.g., external accountants, partners)
- License assignment and access rights in Entra ID (Azure AD)
- Permission sets and security roles – structure and purpose
- Security filters: limiting access to specific data sets
- Best practices: least privilege principle and segregation of duties
Module 2: Security & Compliance
- Multi-Factor Authentication (MFA) setup and enforcement
- Conditional Access policies (location, device, IP restrictions)
- Managing security groups in Entra ID and linking them to BC
- Audit logs: monitoring user activity and data changes
- Compliance requirements (GDPR, ISO 27001, SOX) in relation to BC
- Data Loss Prevention (DLP) scenarios in M365 integrations
- Data anonymization and pseudonymization in BC
Module 3: Customizing User Profiles
- Understanding the purpose of profiles (role-tailored experiences)
- Creating new profiles and copying existing ones
- Customizing the Role Center (tiles, cues, actions, insights)
- Managing page personalization vs. profile customization
- Assigning profiles to users and security groups
- Exporting and importing profile configurations
- Troubleshooting profile conflicts and personalization resets
Module 4: Onboarding and Support
- Preparing user accounts, licenses, and permissions before onboarding
- Step-by-step onboarding checklist for new users
- Providing guided tours and in-app teaching tips
- Setting up notifications, approvals, and user preferences
- Creating internal documentation and quick-start guides
- Supporting users through common issues (login, permissions, missing features)
- Using the Business Central Help & Support page effectively
- Escalation paths: partner support, Microsoft support, and community resources
Module 5: Advanced Administration & Automation
- Automating environment management with PowerShell (On-Prem)
- Administration via APIs (SaaS – Admin API, Automation API)
- Web Services management: publishing, consuming, and securing OData/SOAP/API v2.0
- Configuring and managing email services (SMTP, Exchange Online)
- EU VAT number validation and online service integrations
- Configuring Online Maps and API key management
- Printer Management, Report Layouts, and Document Layouts (administrative aspects)
Module 6: Performance debugging & Monitoring
- Understanding telemetry in BC (Administration Center, Application Insights)
- Connecting BC to Azure Monitor for advanced monitoring
- Using Power BI for telemetry visualization and dashboards
- Identifying bottlenecks (Job Queues, API calls, Reports)
- Performance tuning for On-Premise BC (SQL optimization, indexing, caching)
- Capacity planning and scaling strategies in SaaS
- Common troubleshooting scenarios and resolutions
Module 7: Service connections
- Overview of service connections in Business Central
- Configuring Microsoft 365 connection (Exchange, SharePoint, OneDrive)
- Setting up bank feeds and bank statement services
- Connecting to external tax services (e.g., Avalara, local VAT services)
- OCR service configuration (e.g., Azure Form Recognizer, Kofax)
- Setting up currency exchange rate services
- Managing API-based service connections and authentication keys
- Monitoring service health and troubleshooting failed connections
Module 8: Reports
- Understanding report types (RDLC, Word layouts, Excel layouts)
- Managing report selections for sales, purchasing, finance, and inventory
- Assigning default report layouts and customizing them
- Scheduling reports and using Job Queues for automation
- Exporting reports to Excel, PDF, and Word
- Troubleshooting common report issues (permissions, missing layouts, printer errors)
- Managing report performance and dataset optimization
- Using Power BI reports embedded in BC
Module 9: Web services
- Overview of web service types (SOAP, OData, API v2.0)
- Publishing pages, queries, and codeunits as web services
- Managing API endpoints and versioning
- Authentication methods (OAuth2, service-to-service, basic auth for On-Prem)
- Securing web services with permission sets and access keys
- Monitoring API usage and throttling limits
- Best practices for API performance and stability
- Troubleshooting failed API calls and integration errors
Module 10: Workflows
- Understanding workflow architecture in Business Central
- Creating approval workflows (purchase, sales, vendor, customer)
- Using workflow events, responses, and conditions
- Integrating workflows with Power Automate
- Managing workflow users, approvers, and escalation paths
- Troubleshooting stuck or failed workflow instances
- Best practices for workflow governance and auditability
- Real-world workflow scenarios and templates
Module 11: Environment & Tenant Management
- Managing tenants and environments in the Business Central Administration Center
- Differences between Production and Sandbox environments
- Creating, copying, and deleting sandbox environments
- Capacity management: storage, sessions, API requests
- Update cycles overview (major vs. minor updates)
- Planning and executing updates with minimal downtime
- Managing extensions and their impact on the environment
Module 12: Backup & Disaster Recovery
- How automatic backups work in SaaS environments
- Restoring environments to a previous state (point-in-time restore)
- Exporting and restoring databases for On-Premise BC
- Rollback strategies in case of failed updates
- Disaster recovery planning (SaaS vs. On-Prem scenarios)
- Business continuity strategies for organizations using BC
Module 13: Integration with Microsoft 365
- Integration with Outlook (creating and processing documents directly from emails)
- Integration with Teams (notifications, approval workflows, embedded cards)
- Using the Excel Add-in for mass imports and data corrections
- Security considerations for external integrations
Moudel 14: Integration with Power Platform
- Power Automate: process automation (approvals, alerts, synchronization)
- Power BI: creating datasets and dashboards from BC
- Dataverse integration: synchronizing data between BC and Dynamics 365 CE
- Security considerations
Module 15: DevOps & ALM (Application Lifecycle Management)
- Fundamentals of extensions in AL programming language
- Source control using GitHub or Azure DevOps
- Implementing CI/CD pipelines for extension development and deployment
- Version management of AL extensions and staging environments
- Automated testing (unit tests, regression testing) in BC
- Migrating and deploying extensions between sandbox and production
Module 16: Support & Best Practices
- Onboarding new users (step-by-step guide)
- Handling incidents and support tickets effectively
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Case studies / real-life scenarios:
- failed SaaS update
- data loss in On-Prem environment
- unauthorized access detection and remediation
- Best practices for BC system administration (cloud vs. on-prem)
- Continuous learning: leveraging MS Learn, community channels, partner resources
- Certification MB-820: preparation, study resources, and exam readiness

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