Microsoft Updated MB-800 Exam Questions and Answers by md

The requirement is to resolve the order entry issue:

“Customers often reorder the same items with similar quantities. The system must be configured to ask the user if recurring lines should be added to sales orders.”

Business Central has Standard (Recurring) Sales Lines functionality to address this.

Configure standard sales lines → Add items and quantities

Standard sales lines define templates of frequently ordered items and their quantities.

When configuring these, you specify which items and quantities belong to the recurring order.

This resolves the need to avoid retyping common order combinations.

Add recurring sales lines to customers → Set insert on orders to Always Ask

On the Customer Card, you assign the standard sales lines and configure how they should be inserted when creating sales orders.

The setting Always Ask prompts the user each time an order is created for that customer, allowing them to choose whether to insert the recurring sales lines.

This satisfies the requirement to “ask the user if recurring lines should be added.”

Why not other options?

Add valid from and to dates – Useful for time-limited campaigns, but not mentioned in the requirement.

Set insert on quotes to Automatic – Applies to sales quotes, not orders. The requirement specifically concerns sales orders.

Microsoft Learn references

Set Up Standard Sales and Purchase Lines

Assign Standard Sales Lines to Customers

Comprehensive Detailed Explanation

The requirement is: filter the view to show all customers in the My Customers list and calculate the year-to-date sales.

Step 1: Open the customer list.This is the starting point to access customer records.

Step 2: Open the filter pane and filter to %MYCUSTOMERS.%MYCUSTOMERS is a system filter placeholder that limits the list to the logged-in user’s “My Customers” set.

Step 3: Add Date Filter with Y (year).Adding a Date Filter with Y restricts sales data to the current year (year-to-date).

Step 4: Save the filtered view.Save the filtered and calculated view for reuse and name it appropriately.

Alternative accepted sequence:

You could also apply the Date Filter before filtering customers, as both orders produce the same result.

Microsoft Learn References

Filter Data in Business Central

Save and Personalize List Views

Work with My Customers and My Vendors

In Dynamics 365 Business Central, recurring sales invoices (subscription-type billing) are automated using Standard Sales Lines. Here’s how it works:

Configure Standard Sales Lines

Define a Standard Sales Lines Card with details of the subscription service, including description, quantity, unit price, and G/L account.

This acts as the template for recurring invoices.

Open Customer List → Recurring Sales Lines

Navigate to the customer that needs recurring billing.

From Customer Card → Related → Sales → Recurring Sales Lines, link the standard sales line to the customer.

Assign Standard Sales Lines Card

Attach the subscription template (Standard Sales Lines Card) to the customer so the system knows which items/services to bill.

Run the Create Recurring Sales Invoices task

Use the batch job to automatically create invoices each month for all customers with assigned recurring sales lines.

This step generates invoices without requiring manual entry.

Other options (Manual, Always Ask, Automatic on Insert Rec. Lines) control how recurring lines behave when entering orders/invoices manually. However, for automated monthly billing, the Standard Sales Lines + Recurring Sales Lines + batch job process is required.

Microsoft Learn References

Set Up Standard Sales and Purchase Lines

Create Recurring Sales and Purchase Documents

Recurring Sales Invoices Batch Job