MB-920T00: Microsoft Dynamics 365 Fundamentals (ERP)

Prepare to pass the Dynamics 365 Fundamentals (ERP) Certification Exam in an immersive 1-day course.

Web 1920 – 86-min

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 Dynamics 365 Supply Chain Management (20–25%)
Describe core capabilities

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 manufacturing strategies

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 inventory and warehousing capabilities

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 Dynamics 365 Finance (20–25%)
Describe Dynamics 365 Finance core capabilities

Describe Finance capabilities and features

Describe organization and legal entities

Describe tax capabilities

Describe general ledgers

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 accounts payables and accounts receivables

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 expense management, fixed asset management, and budgeting

Describe cash and bank management concepts

Describe expense management capabilities

Describe fixed asset management capabilities

Describe budgeting capabilities

Describe Dynamics 365 Commerce (10–15%)
Describe Dynamics 365 Commerce core 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 Dynamics 35 Commerce clienteling and Dynamics 365 Fraud Protection

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 Dynamics 365 Human Resources (10–15%)
Describe core capabilities

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 personnel management capabilities

Describe self-service capabilities

Describe employee training and certification features

Describe performance management capabilities

Describe Project Operations (10–15%)
Describe Project Operations 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 and management capabilities

Describe project planning, scheduling, and resourcing capabilities

Describe work breakdown structures (WBS)

Describe project cost tracking capabilities including time and expense costs

Describe the finance and operations core functionality (15–20%)
Describe the finance and operations apps

Describe Enterprise Resource Planning (ERP)

Describe Dynamics 365 finance and operations apps use cases

Explore the finance and operations user interface

Describe reporting and integration capabilities in finance and operations apps

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


Students should have a fundamental understanding of financial principles and business operations. An understanding of cloud computing is helpful but isn't necessary.


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. 

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