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Microsoft MB-800 Exam
Microsoft Dynamics 365 Business Central Functional Consultant (Page 9 )

Updated On: 12-Feb-2026
Page 9 of 60
PDF with 293 Questions

Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.

After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.

You are configuring default reports and layouts in Dynamics 365 Business Central.

You must add new data items to the report and change the layout associated with the default Purchase Order report.

A developer creates and deploys a new report object that includes the new data items and layout.

You need to configure Business Central to use the new report object as the system default when printing purchase orders.

Solution: On the Report Layout Selection page, select the new report object. Update the value to Custom Layout and select the updated layout.

Does the solution meet the goal?

  1. Yes
  2. No

Answer(s): B

Explanation:

Instead, Solution: On the Report Selection Purchase page, set the value of the Usage option to Order.
Update the Report ID shown on the page to reflect the new report object.
Note: You can set up default reports to use to print documents for sales and purchases, such as orders, quotes, and invoices. For example, if you have a specific layout for sales invoices, you can specify that report in the Report Selections - Sales page so that it will be used to send or print sales invoices.
The Report Selections pages specify which report will be printed in different situations. Business Central provides default configurations, but you can change them if needed. You can also add reports to the Report Selection pages if you want to print more than one report per document type, for example.


Reference:

https://docs.microsoft.com/en-gb/dynamics365/business-central/across-report-selections



DRAG DROP

You are implementing Dynamics 365 Business Central for a client.

You need to ensure that the user interface (UI) meets the client's requirements.

Which approach should you use? To answer, drag the appropriate approaches to the correct requirements. Each approach may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.

Note: Each correct selection is worth one point.

Select and Place:

  1. See Explanation section for answer.

Answer(s): A

Explanation:



Box 1: Personalize
You can personalize your workspace to suit your work and preferences by changing pages so that they display only the information you need, where you need it. The personalization changes that you make will only affect what you see, not what other users see.

Box 2: Design

Box 3: Customization
A Page Customization object should always be linked to a profile before the customization will be applied. A Profile object in Business Central allows you to build an individual experience for each user profile.
When you create a new profile, you have to specify which Role Center page this profile uses, and which page customizations are linked to the profile.


Reference:

https://learn.microsoft.com/en-us/training/modules/personalize-ui-dynamics-365-business- central/1-theme https://learn.microsoft.com/en-us/training/modules/customize-ui-experience/4-profiles



DRAG DROP

A company uses Dynamics 365 Business Central. The company has two finance managers.

You need to configure approval workflow for purchase orders. Only one manager is required to approve a purchase order.

How should you complete the configuration? To answer, drag the pages to the correct requirements. Each page may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.

Note: Each correct selection is worth one point.

Select and Place:

  1. See Explanation section for answer.

Answer(s): A

Explanation:



Box 1: Workflow
To create and enable a purchase order approval workflow
4. Choose the Search for Page or Report icon, enter Workflows, and then choose the related link.

5. In the Workflows window, on the Actions tab, in the General group, choose Create Workflow from Template.

6. On the Actions tab, in the General group, choose Create Workflow from Template. The Workflow Templates window opens.

7. Select the workflow template named Purchase Order Approval Workflow, and then choose the OK button.

The Workflow window opens for a new workflow containing all the information of the selected template. The value in the Code field is extended with "-01" to indicate that this is the first workflow that is created from the Purchase Order Approval Workflow workflow template.

8. On the header of the Workflow window, select the Enabled check box.

Box 2: Approval User Setup
Example:

To set up yourself and Alicia as approval users
1. Choose the Search for Page or Report icon, enter Approval User Setup, and then choose the related link.

2. In the Approval User Setup window, on the Home tab, in the New group, choose New.

Note:
You must set up an approver before you can set up users who require that approver's approval. Therefore, you must set up yourself before you set up Alicia.

2. Set up the two approval users by filling the fields.

Box 3: Workflow User Group


Reference:

https://learn.microsoft.com/en-us/dynamics-nav-app/walkthrough-setting-up-and-using-a-purchase- approval-workflow#creating-the-approval-workflow https://www.dynamicsuser.net/t/approval-workflow-parallel-approval-option/65785/2



DRAG DROP

A company uses Dynamics 365 Business Central. You group salespeople into teams and assign each team a Salesperson code.

A salesperson reports that they can see the sales orders for other sales team members.

You need to ensure that sales team members can only see sales orders that they create.

Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

Select and Place:

  1. See Explanation section for answer.

Answer(s): A

Explanation:



Using Security Filters
Creating security filters
You create security filter by using the Business Central client. You set security filters on permission sets, which you assign to users.

1. Open the Permission Sets page.

2. On the Permission Sets page, select the permission set to which you want to add a security filter, and then choose Permissions.
(Step 1: Select the Permission set and select Permissions)

3. On the Permissions page, in the row for the table data to which you want to add a security filter, select the Security Filter column to open the Table Filter page.

(Step 2: Select the Security Filter column in the Sales Header row.)

4. In the Table Filter page, in the Field Number column, select the field on which you want to limit a user's access.

(Step 3: Select the field number for the Salesperson code.)

5. In the Field Filter column, enter the value of field that you want to use to limit access.

(Step 4: Enter the Salesperson code)


Reference:

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/security/security-filters



DRAG DROP

A company uses Dynamics 365 Business Central.

The sales department requires an approval process for new products. A sales order of more than $10,000 must be approved by the sales director.

You need to set up a sales approval workflow.

Which page should you use? To answer, drag the appropriate pages to the correct requirements. Each page may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.

Note: Each correct selection is worth one point.

Select and Place:

  1. See Explanation section for answer.

Answer(s): A

Explanation:



Box 1: Approval User Setup

Before you can create workflows that involve approval steps, you must set up the workflow users who are involved in approval processes. On the Approval User Setup page, you also set amount limits for specific types of requests and define substitute approvers to whom approval requests are delegated when the original approver is absent.

To set up an approval user
1. Choose the Search icon, enter Approval User Setup, then choose the related link.

2. Create a new line on the Approval User Setup page, then fill the fields as described in the following table.

* Request Amount Approval Limit
Specify the maximum amount in LCY that the person identified in the User ID field can approve for purchase quotes.

* Etc.

Box 2: Workflow
Select the document type at the workflow level.

Box 3: Workflow User group
Before you can create approval workflows, you must set up the users who take part in workflows. This is necessary, for example, to specify who will receive a notification to act on a workflow step.

On the Workflow User Groups page, you can set up users in workflow user groups, and specify the users' number in a process sequence, such as an approver chain.

Workflow users functioning as approval users, including both approval requesters and approvers, must also be set up on the Approval User Setup page.

To set up a workflow user
1. Choose Search icon, enter Workflow User Groups, then choose the related link.

2. Choose the New action. The Workflow User Group page opens.

3. In the Code field, enter a maximum of 20 characters to identify the workflow.

4. In the Description field, describe the workflow.

5. On the Workflow User Group Members FastTab, fill in the fields on the first line as described in the following table.

* User Name - Specify the user to take part in workflows.
* Sequence No. - Specify the order in which the workflow user engages in a workflow relative to other users. This field can specify, for example, when the user approves relative to other approvers by setting up the Workflow User Group option in the Approver Type field on the related workflow response.


Reference:

https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-to-set-up-approval- users https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-to-set-up-workflow-users






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