MB-920T00 Microsoft Dynamics 365 Fundamentals (ERP)

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Course 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 apps. Then we will discuss each of the apps individually, focusing on Dynamics 365 Finance and Dynamics 365 Supply Chain Management. This course will include lecture and hands-on-labs.

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 Objectives

    • Describe the core capabilities of Dynamics 365 finance and operations apps
    • Describe the capabilities and functionality of Dynamics 365 Finance
    • Describe the capabilities and functionality of Dynamics 365 Supply Chain Management
    • Describe the capabilities and functionality of Dynamics 365 Commerce
    • Describe the capabilities and functionality of Dynamics 365 Human Resources
    • Describe the capabilities and functionality of Dynamics 365 Project Operations (ERP)

Course Outline

1 - Describe the finance and operations apps

  • Describe enterprise resource planning (ERP)
  • Describe the business value of Dynamics 365 Finance
  • Describe the business value of Dynamics 365 Supply Chain Management
  • Describe the business value of Dynamics 365 Commerce
  • Describe the business value of Dynamics 365 Human Resources
  • Describe the business value of Dynamics 365 Project Operations
  • Describe finance and operations apps use cases
  • Describe the finance and operations apps user interfaces
  • Module assessment

2 - Describe shared features of the finance and operations apps

  • Describe security capabilities
  • Describe workflow capabilities
  • Describe the concept of batch jobs
  • Describe the concept of number sequence
  • Describe Copilot capabilities
  • Module assessment

3 - Describe reporting and integration capabilities in finance and operations apps

  • Describe built-in reporting capabilities
  • Describe how to use Microsoft Power BI to analyze data
  • Describe Microsoft Office 365 integration capabilities
  • Describe options for integrating finance and operations apps with Microsoft Power Platform
  • Explore business events integration capabilities
  • Module assessment

4 - Describe Dynamics 365 Finance core capabilities

  • Describe Finance capabilities and features
  • Describe organization and legal entities
  • Describe reporting currency and accounting currency
  • Describe tax capabilities
  • Describe cost accounting concepts
  • Describe use cases for Dynamics 365 Finance agents
  • Module assessment

5 - Describe the general ledger in Dynamics 365 Finance

  • Describe the chart of accounts functionality
  • Describe the concept of a fiscal calendar
  • Describe financial dimensions and dimension set concepts
  • Describe the accounting structure
  • Describe journaling concepts
  • Describe periodic financial processes
  • Module assessment

6 - Describe accounts payable and accounts receivable in Dynamics 365 Finance

  • Describe core accounts payable components
  • Describe vendor payments and settlements
  • Describe core accounts receivable components
  • Describe credit management processes
  • Describe credit and collection processes
  • Describe the concept of subscription billing
  • Module assessment

7 - Describe 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
  • Module assessment

8 - Describe Dynamics 365 Supply Chain Management core capabilities

  • Describe use cases for Dynamics 365 Supply Chain Management
  • Describe products and released products
  • Describe product master records, product variants, and product dimensions
  • Describe product setup
  • Describe pricing and discounts
  • Describe intercompany capabilities
  • Describe purchase and sales agreements
  • Module assessment

9 - Describe the sales and procurement processes in Dynamics 365 Supply Chain Management

  • Describe the order-to-cash process
  • Describe the sales order and sales return creation processes
  • Describe the fulfillment process
  • Describe the procure-to-pay process
  • Describe purchase requisitions
  • Describe the purchase order creation and purchase return processes
  • Describe purchase order receipts
  • Module assessment

10 - Describe inventory and warehousing capabilities in Dynamics 365 Supply Chain Management

  • Describe costing methods
  • Describe on-hand inventory capabilities
  • Identify types of inventory journals
  • Describe quality management capabilities
  • Describe use cases for Warehouse Management Systems (WMS)
  • Describe the Warehouse Management mobile app
  • Describe use cases for Transportation Management Systems
  • Describe use cases for landed cost
  • Module assessment

11 - Describe the manufacturing process in Dynamics 365 Supply Chain Management

  • Describe lean, discrete, and process manufacturing
  • Describe manufacturing strategies
  • Describe bills of materials (BOMs), routes, and operations
  • Identify the production lifecycle stages
  • Describe shop floor management
  • Describe master planning and planning optimization
  • Module assessment

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Class Dates & Times

Class times are listed Eastern time

This is a 1-day class

Price : $695.00

NERCOMP Price : $486.50

Class dates not listed.
Please contact us for available dates and times.