Overview
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.
Prerequisites
Students should have a fundamental understanding of financial principles and business operations. An understanding of cloud computing is helpful but isn’t necessary.
Who should attend?
People in different roles and at various stages in their careers can benefit from this fundamentals course. This includes business stakeholders and others who want to be exposed to the finance and operations capabilities of Dynamics 365, students, recent graduates, and people changing careers who want to leverage Dynamics 365 to move to the next level.
Course Duration
1 Day
Course Outline
- 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
- 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
- Explore Finance capabilities and features
- Explore use cases for legal entities
- Handle regional tax reporting requirements
- Explore cost accounting concepts
- Explore journaling concepts
- Identify charts of accounts
- Explore financial dimensions and dimensions set concepts
- Explore periodic financial processes demo: Month end closing
- Exercise: Create a main account
- 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
- Describe cash and bank management concepts
- Describe expense management
- Describe fixed asset management
- Describe budgeting capabilities
- Overview of Supply Chain Module
- Explore product master records and product variants
- Exercise: Create a new product
- Explore trade agreements and discounts
- 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
- 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
- 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
- Describe loyalty programs
- Describe how to create personalized customer experiences by using clienteling
- Describe Fraud Protection
- 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
- 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
- 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
- Project planning capabilities
- Project execution and analysis capabilities
- Create and manage work breakdown structures
- Explore the project invoicing capabilities
- Explore project cost tracking capabilities
