MB-800

MB-800 Cheat Sheet: What to Click for Every Task

Organized by what you're trying to do in Business Central, not by exam domain — because that's how the exam actually describes scenarios.

Objectives as of June 30, 2026 · checked September 7, 202613 min read

TL;DR

MB-800 questions describe a job someone needs done in Business Central and ask which page, setting, or tool handles it. This sheet flips the usual domain-by-domain structure and organizes by the job itself — "I need to fix a posted invoice" instead of "Financials domain" — because that's the shape the real questions come in. Pair it with our free MB-800 practice questions to see how these mappings actually get tested.

1. Getting a New Company Ready

Every MB-800 scenario that opens with "a new client is implementing Business Central" is testing this table. Get the company shell and its data right before anything else gets configured on top of it.

TaskWhere it happens
Stand up a new company fast, with guided setup stepsAssisted Setup
Plan and track configuration decisions across an implementationConfiguration Worksheet
Move a tested configuration into a new/second companyConfiguration Package
Bring in starting G/L balances without re-posting historyJournal opening balances
Bring master data and transactions in from another system or companyData migration (RapidStart / Configuration Package)
Turn on built-in Copilot or agent capabilities for a role (e.g., sales line assistance)Copilot & Agent Capabilities (Feature Management)

2. Controlling Who Can See or Do What

TaskWhere it happens
Create a new person's login and default profile/role centerUsers page + User Profile
Define exactly which objects/actions a role can touchPermission Sets
Restrict a user to only their own dimension/location dataSecurity Filters (on a permission set)
Assign the same bundle of permissions to many users at onceSecurity Groups
Track who changed what, for complianceSecurity Auditing

Reviewed setup and security? Test it.

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3. Making Transactions Post to the Right Accounts

This is the single most-tested setup area on MB-800. Almost every "posted to the wrong account" scenario traces back to one row in this table, not a bug.

TaskWhere it happens
Set fiscal periods, rounding, and base G/L behaviorGeneral Ledger Setup
Decide which revenue/expense account a customer+item combination hitsGeneral Posting Setup (business + product posting groups)
Route a specific customer's or vendor's balance to a specific control accountCustomer/Vendor Posting Groups
Set which inventory/COGS accounts a warehouse's postings useInventory Posting Setup
Group accounts for financial statement reportingAccount Categories & Subcategories

4. Tracking Cost Centers, Departments, or Projects

TaskWhere it happens
Require a dimension value on every posting company-wideGlobal Dimensions
Add reporting granularity without touching every posted documentShortcut Dimensions 3-8
Auto-fill a dimension based on the customer, item, or account usedDefault Dimensions (per master record or account type)
Prevent an invalid dimension pairing (e.g., a department posting to the wrong project)Dimension Combinations (blocked)

5. Requiring Approval Before Something Posts

TaskWhere it happens
Require sign-off before a purchase order or journal releasesNative Workflows
Alert an approver that something is waiting on themNotification Setup
Define which people belong to an approval chainWorkflow User Groups

6. Processing a Sale or Purchase

TaskWhere it happens
Send a non-binding price offer before an order existsSales/Purchase Quote
Commit to an order that will ship/receive over time against one agreementBlanket Sales/Purchase Order
Bill in advance for revenue/expense that spans future periodsDeferral Templates
Avoid re-typing an order that repeats on a scheduleRecurring Sales/Purchase Lines
Bill a customer once for several shipments already sentCombine Shipments (into one invoice)

7. Fixing Something Already Posted

TaskWhere it happens
A posted sales/purchase invoice has the wrong line or amountCorrect (creates offsetting credit memo + new invoice)
A posted entry has the wrong dimension only — everything else is rightDimension Correction Tool
An item shipment or receipt shouldn't have happened at allReverse Shipment/Receipt
A payment was matched to the wrong invoiceApply Entries / Undo Application
A whole recurring or general journal batch posted incorrectlyReverse Posted Journal

8. Managing Inventory and Cost

Costing method is set per item, not per company, and it decides what "cost of goods sold" means every time that item ships. Get this table straight before touching value entries.

Costing methodUse when…
FIFOOldest inventory cost is consumed first — typical for perishable or lookalike goods.
AverageCost is smoothed across all units on hand — common for bulk/commodity items.
StandardA predetermined cost is used and variances are tracked separately — manufacturing-style control.
SpecificEach unit's exact, individual cost is tracked — serialized or high-value unique items.
LIFOMost recently received inventory cost is consumed first — least common, but still testable.
TaskWhere it happens
See the quantity movement of an item, separate from its costItem Ledger Entries
See the cost/value side of an item movementValue Entries
Track the same item differently per warehouse/locationStockkeeping Units (SKUs)
Move stock from one warehouse to anotherTransfer Order

9. Tracking Fixed Assets

TaskWhere it happens
Group assets that depreciate the same wayDepreciation Books
Organize assets by type for reporting/posting defaultsFixed Asset Classes & Subclasses
Track a large asset made of separately-tracked partsMain Assets & Components
Record buying, depreciating, or selling an assetFA Journal (Acquisition / Depreciation / Disposal)

Reviewed the mappings? Now apply them.

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10. If the Question Says X, Think Y

If the question says…Think…
"without reversing the original transaction"Dimension Correction Tool, not a full reversal
"discovered after go-live, without changing every posted entry"Shortcut Dimension, not Global Dimension
"same order shipped/received over several deliveries"Blanket Order, not a plain Sales/Purchase Order
"revenue recognized over future months"Deferral Template, not a straight posting
"exact unit cost of a serialized item"Specific costing method, not Average or FIFO
"a role should only see their own department's data"Security Filter on the permission set, not a new permission set alone
"must be approved before it can post"Workflow + Workflow User Group, not a manual process note

About This Cheat Sheet

MSCertQuiz sells MB-800 practice-exam access, and this cheat sheet was written by the same team, built directly from the domains and sub-skills listed on Microsoft's official MB-800 study guide. It's a review aid for candidates who have already worked through the material in the product — not a substitute for hands-on time in Business Central.