Do you want to learn more about Dynamics 365? This course will provide you with a
broad introduction to the finance and operations capabilities of Dynamics 365. You will
become familiar with the concept of enterprise resource management (ERP), and learn
about the core capabilities of the finance and operations app. Then we will discuss
each of the apps individually, including Dynamics 365 Supply Chain Management,
Dynamics 365 Finance, Dynamics 365 Commerce, Dynamics 365 Human Resources, and
the ERP capabilities of Dynamics 365 Project Operations. This course will include lecture
and hands-on-labs.
Course dates and course fee may be subjected to changes.
Course Outline
Lesson 1: Describe the finance and operations apps
- Describe enterprise resource planning (ERP)
- Describe finance and operations apps use cases
- Describe the finance and operations apps user interfaces
- Exercise: Navigate the finance and operations apps
Lesson 2: Create reports and integrate finance and operations apps
- Create and use reports, including workspaces
- Explore options for analyzing data with Power BI
- Explore options for manipulating data from within Excel
- Explore other integration capabilities
- Exercise: Excel integration
Lesson 3: Explore Microsoft Dynamics 365 Finance core capabilities
- Explore Finance capabilities and features
- Explore use cases for legal entities
- Handle regional tax reporting requirements
- Explore cost accounting concepts
- Explore journaling concepts
Lesson 4: Explore general ledger in Microsoft Dynamics 365 Finance
- Identify charts of accounts
- Explore financial dimensions and dimensions set concepts
- Explore periodic financial processes demo: Month end closing
- Exercise: Create a main account
Lesson 5: Explore accounts payable and accounts receivable in Dynamics 365 Finance
- Explore core accounts payable components
- Explore vendor payments and settlements
- Explore core accounts receivable components
- Exercise: Create a free text invoice
- Explore credit and collection processes
Lesson 6: Explore expense management, fixed asset management and budgeting in Dynamics 365 Finance
- Describe cash and bank management concepts
- Describe expense management
- Describe fixed asset management
- Describe budgeting capabilities
Lesson 7: Identify general capabilities of Dynamics 365 Supply Chain Management
- Overview of Supply Chain Module
- Explore product master records and product variants
- Exercise: Create a new product
- Explore trade agreements and discounts
Lesson 8: Explore warehouse and inventory capabilities
- Explore costing methods
- Explore use cases for Warehouse Management Systems (WMS) in production environments
- Explore purchase orders, item arrival journals, and cross-docking
- Explore inventory reservations, picking and packing, replenishments, and shipments
- Explore inventory counting and inventory on-hand concepts
- Explore quality management capabilities
- Explore warehouse configuration options
- Exercise: Create a purchase order
- Exercise: Create a counting journal
Lesson 9: Describe manufacturing strategies in Dynamics 365 Supply Chain Management
- Describe manufacturing types
- Describe manufacturing strategies
- Describe production elements of a production process
- Describe item tracking and tracing processes
- Explore shop floor management tools
- Describe manufacturing execution
- Describe master planning and planning optimization
- Exercise: Create a production order
Lesson 10: Explore Dynamics 365 Commerce capabilities
- Describe Commerce capabilities
- Explore Dynamics 365 Commerce channels
- Explore channel management concepts
- Explore distributed order management (DOM)
- Describe price and discount
- Explore product assortments
- Exercise: create a product assortment
Lesson 11: Describe Dynamics 365 Commerce clienteling capabilities and Dynamics 365 Fraud Protection
- Describe loyalty programs
- Describe how to create personalized customer experiences by using clienteling
- Describe Fraud Protection
Lesson 12: Describe Dynamics 365 Human Resources core capabilities
- Describe use cases of Dynamics 365 Human Resources
- Describe workers and positions
- Describe the hire-to-retire process
- Describe compensation and benefits capabilities
- Describe leave and absence capabilities
- Describe compliance features
Lesson 13: Explore personnel management capabilities in Dynamics 365 Human Resources
- Explore self-service capabilities
- Explore leave and absence capabilities
- Explore employee training and certification features
- Identify integration options between Dynamics 365 Human Resources and LinkedIn
Lesson 14: Identify project life cycle management capabilities in Dynamics 365 Project Operations
- Explore project-based services and project types
- Manage projects across industries
- Analyze the project lifecycle (project phases)
- Explore project sales capabilities
- Explore project contract capabilities
- Describe project pricing capabilities
Lesson 15: Explore the project planning and execution capabilities of 365 Project Operations
- Project planning capabilities
- Project execution and analysis capabilities
- Create and manage work breakdown structures
- Explore the project invoicing capabilities
- Explore project cost tracking capabilities
