Overview
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), as well as each of the finance and operations apps, 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 as well as 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.
Job role: Business Owner
Preparation for exam: MB-920
Features: none
Skills gained
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)
Prerequisites
Students should have a fundamental understanding of financial principles and business operations. An understanding of cloud computing is helpful but isn't necessary.
Course Outline ::MB-920T00::
Module 1: Explore the core capabilities of Dynamics 365 finance and operations apps
This module introduces learners to the core capabilities shared by the finance and operations apps. You will be introduced to the set of products included among the Dynamics 365 finance and operations apps. You will also learn about core shared capabilities, including reporting and integration. Finally, we cover additional marketing apps such as LinkedIn Campaign Manager, Dynamics 365 Customer Voice and Dynamics 365 Customer Insights.
Lessons
Get introduced to the finance and operations apps
Create reports and integrate finance and operations apps
Lab : Navigate the finance and operations apps
Lab : Explore Excel integration
After completing this module, students will be able to:
Discover the suite of finance and operations apps that you can use for enterprise resource planning
Describe use cases for finance and operations apps
Describe built-in reporting capabilities
Describe options for analyzing data
Describe options for manipulating data with Microsoft products
Module 2: Learn the fundamentals of Dynamics 365 Finance
This module will introduce learners to the Dynamics 365 Finance application. Learn about the core capabilities, general ledgers, accounts payable and accounts receivable as well as expense management, fixed asset management and budgeting.
Lessons
Explore Dynamics 365 Finance core capabilities
Explore general ledger
Explore accounts payable and accounts receivable
Explore expense management, fixed asset management, and budgeting
Lab : Create a free text invoice
Lab : Create a main account
After completing this module, students will be able to:
Describe Finance capabilities and features
Describe use cases for legal entities
Describe how Dynamics 365 Finance handles regional tax reporting requirements
Describe cost accounting and journaling concepts
Course Outline ::MB-920T00::
Describe charts of accounts, including main accounts and classification
Describe financial dimensions and dimension set concepts
Describe periodic financial processes
Describe core accounts payable components
Describe vendor payments and settlements
Describe core accounts receivable components
Describe credit and collection processes
Describe cash and bank management concepts
Describe expense management, including cash advances and mobile workspaces
Describe fixed asset management and fixed asset creation, acquisition, and depreciation
Describe budgeting capabilities
Module 3: Learn the fundamentals of Dynamics 365 Supply Chain Management
This module introduces learners to the Dynamics 365 Supply Chain Management applications. You'll learn about the core functionality of the product as well as a discussion of warehouse and inventory capabilities and how it works leveraging different manufacturing strategies.
Lessons
Identify general capabilities of Dynamics 365 Supply Chain Management
Explore warehouse and inventory capabilities
Explore manufacturing strategies in Dynamics 365 Supply Chain Management
Lab : Create a product offering with various sizes and colors
Lab : Create a counting journal
Lab : Create a production order
After completing this module, students will be able to:
Describe product master records and product variants
Describe trade agreements and discounts
Describe costing methods
Describe use cases for warehouse management system (WMS) and warehouse configuration options
Describe purchase orders, item arrival journals, and cross-docking
Describe inventory concepts
Describe quality management capabilities.
Describe manufacturing types and strategies
Describe item tracking and tracing processes
Course Outline ::MB-920T00::
Describe tools that can be used to manage shop floors
Describe master planning
Module 4: Learn the fundamentals of Dynamics 365 Commerce
This module introduces learners to Dynamics 365 Commerce. You will be introduced to the core capabilities of the application, such as channels and channel management, distributed order management as well as business-tobusiness (B2B) capabilities.
Lessons
Explore Dynamics 365 Commerce capabilities
Explore Microsoft Dynamics 365 B2B e-commerce, Store Commerce and Clienteling
Lab : Create a product assortment
After completing this module, students will be able to:
Describe commerce capabilities
Describe distributed order management (DOM
Describe the product assortment
Understand the B2B digital commerce capabilities in the online channel
Describe loyalty and clienteling concepts
Describe how Dynamics 365 Commerce uses Dynamics 365 Customer Insights
Describe Dynamics 365 Fraud Protection
Module 5: Learn the fundamentals of Dynamics 365 Human Resources
This module introduces learners to the Dynamics 365 Human Resources application. Learn about core human resources capabilities as compensation and benefits, compliance management, performance management and personnel management.
Lessons
Explore Dynamics 365 Human Resources core capabilities
Explore personnel management capabilities in Dynamics 365 Human Resources
After completing this module, students will be able to:
Describe workers and positions
Describe compensation and benefits capabilities
Describe compliance features
Explore performance management capabilities
Describe self-service capabilities
Describe leave and absence capabilities
Course Outline ::MB-920T00::
Describe employee training and certification features
Identify integration options between Dynamics 365 Human Resources and LinkedIn
Module 6: Learn the fundamentals of Dynamics 365 Project Operations
This module introduces learners to the Dynamics 365 Project Operations application. Learn about the project life cycle management capabilities of the product, as well as project planning and execution capabilities.
Lessons
Identify project life cycle management capabilities in Dynamics 365 Project Operations
Explore the project planning and execution capabilities of 365 Project Operations
After completing this module, students will be able to:
Describe project-based services and project types
Describe the project lifecycle
Describe project sales, contract, and pricing capabilities
Describe project planning and execution capabilities
Describe the work breakdown structure (WBS)
Describe project invoicing and cost tracking capabilities
Programme scope, delivery arrangements and suitability are confirmed during enquiry.