Course Description
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.
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.
About this course
Course Outline
-
Describe Dynamics 365 Supply Chain Management (20–25%)
-
Describe Dynamics 365 Finance (20–25%)
-
Describe Dynamics 365 Commerce (10–15%)
-
Describe Dynamics 365 Human Resources (10–15%)
-
Describe Project Operations (10–15%)
-
Describe the finance and operations core functionality (15–20%)
-
Describe Supply Chain Management capabilities and features
-
Describe the order-to-cash process
-
Describe the procure-to-pay process
-
Describe products and release products
-
Describe product masters records, product variants, and product dimensions
-
Describe pricing and discounts in relation to trade agreements
-
Describe picking, packing, and reserving stock
-
Describe lean, discrete, and process manufacturing
-
Describe bills of materials (BOMs), routes, and operations as they relate to production orders
-
Describe shop floor management
-
Describe master planning
-
Describe costing methods
-
Describe on-hand inventory capabilities
-
Describe inventory reservations, picking and packing, replenishment, and shipments
-
Describe use cases for Warehouse Management Systems (WMS)
-
Describe use cases for Transportation Management Systems (TMS)
-
Describe Finance capabilities and features
-
Describe organization and legal entities
-
Describe tax capabilities
-
Describe charts of accounts including main accounts, balance sheets, and income statements
-
Describe journaling concepts
-
Describe financial dimensions and dimension set concepts
-
Describe periodic financial processes
-
Describe core accounts payable components including vendors, purchase orders, and vendor invoices
-
Describe vendor payments and settlements including three-way matching concepts
-
Describe core accounts receivable components including customers, customer invoices, and free text invoices
-
Describe credit and collection processes
-
Describe cash and bank management concepts
-
Describe expense management capabilities
-
Describe fixed asset management capabilities
-
Describe budgeting capabilities
-
Describe Dynamics 365 Commerce channels
-
Describe channel management concepts
-
Describe product hierarchies and assortments
-
Describe pricing and discounts
-
Describe e-commerce capabilities, including business-to-business (B2B) and business-to-customer (B2C)
-
Describe customer loyalty concepts
-
Describe how to create personalized customer using clienteling
-
Describe how Dynamics 365 Fraud Protection reduces fraudulent activities in the system
-
Describe workers and positions
-
Describe the hire-to-retire process
-
Describe leave and absence capabilities
-
Identify integration options between Dynamics 365 Human Resources and LinkedIn
-
Describe compensation and benefits capabilities
-
Describe self-service capabilities
-
Describe employee training and certification features
-
Describe performance management capabilities
-
Describe project-based services and project types
-
Describe project sales capabilities
-
Describe project contract capabilities
-
Describe project pricing capabilities
-
Describe the project lifecycle including project invoicing and revenue recognition
-
Describe project planning, scheduling, and resourcing capabilities
-
Describe work breakdown structures (WBS)
-
Describe project cost tracking capabilities including time and expense costs
-
Describe Enterprise Resource Planning (ERP)
-
Describe Dynamics 365 finance and operations apps use cases
-
Explore the finance and operations user interface
-
Describe built-in reporting capabilities including workspaces
-
Describe options for analyzing data by using Power BI
-
Describe Microsoft Office 365 integration capabilities, including Microsoft Excel, SharePoint, and Teams
-
Describe Microsoft Power Platform integration options
-
Describe Business Events integration capabilities
Prerequisites
Where
This will be a virtual event hosted on Microsoft Teams. In the Microsoft Teams platform and sessions, your name, email address, or title may be viewable by other participants. By joining this event, you agree to this experience.