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

Prepare to pass the MB-920: Microsoft Certified: Dynamics 365 Fundamentals (ERP) Certification Exam

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.

Audience Profile

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 Supply Chain Management core capabilities

Describe Supply Chain Management capabilities and features
Describe the order-to-cash process
Describe the procure-to-pay process
Describe products and released products
Describe product master records, product variants, and product dimensions
Describe pricing and discounts in relation to trade agreements
Describe picking, packing, and reserving inventory

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 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 sets 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 Commerce core capabilities

Describe Commerce channels
Describe channel management concepts
Describe product hierarchies and assortments
Describe retail pricing and discounts
Describe e-commerce capabilities, including business-to-business (B2B) and business-to-customer (B2C)

Describe Commerce clienteling and Dynamics 365 Fraud Protection

Describe customer loyalty concepts
Describe how to create personalized customer using clienteling
Describe how Fraud Protection reduces fraudulent activities

Describe Dynamics 365 Human Resources (10–15%)

Describe Human Resources core capabilities

Describe workers and positions
Describe the hire-to-retire process
Describe leave and absence capabilities
Identify integration options between 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 Dynamics 365 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 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