Skip to Scheduled Dates
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 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.
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
2 - Describe shared features of the finance and operations apps
- Describe security capabilities
- Describe workflow capabilities
- Describe the concept of batch jobs
- Describe Copilot capabilities
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
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
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
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
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
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 pricing and discounts
- Describe intercompany capabilities
9 - Describe warehouse and inventory management capabilities in Dynamics 365 Supply Chain Management
- Describe costing methods
- Describe item arrival journals and cross-docking
- Describe inventory reservations, picking and packing, replenishment, and shipments
- Describe inventory counting and inventory on-hand concepts
- Describe quality management capabilities
- Describe use cases for Warehouse Management Systems (WMS)
- Describe use cases for Transportation Management Systems
10 - Describe manufacturing strategies in Dynamics 365 Supply Chain Management
- Describe manufacturing types
- Describe manufacturing strategies
- Describe the production elements of a production process
- Describe item tracking and tracing processes
- Describe manufacturing execution
- Describe master planning and planning optimization