Möchten Sie mehr über den Dynamics 365 erfahren? In diesem Training erhalten Sie eine umfassende Einführung in die Customer Engagement-Funktionen von Dynamics 365. Sie machen sich mit dem Konzept des Ressourcenmanagements in Unternehmen (ERP, Enterprise Resource Management) vertraut und lernen die Kernfunktionen von Finanz- und Betriebs-Apps kennen. Anschließend werden die einzelnen Apps erläutert, einschließlich Dynamics 365 Supply Chain Management, Dynamics 365 Finance, Dynamics 365 Commerce, Dynamics 365 Human Resources sowie die ERP-Funktionen von Dynamics 365 Project Operations. Dieser Kurs umfasst Lektionen und praktische Labs.

Von diesem Grundlagetraining profitieren Personen zahlreicher Aufgabenbereiche und verschiedener Karrierephasen. Dazu zählen Projektbeteiligte, Personen mit Interesse an den Finanz- und Betriebsfunktionen von Dynamics 365, Studierende, Absolventen und Quereinsteiger, die mithilfe von Dynamics 365 beruflich den nächsten Schritt machen möchten.

Die Trainingsteilnehmer sollten ein grundlegendes Verständnis von Finanzprinzipien und Geschäftsbetrieb haben. Kenntnisse zu Cloud Computing sind zwar hilfreich, aber nicht unbedingt erforderlich.

Describe the finance and operations apps

    Describe enterprise resource planning (ERP)
    Describe finance and operations apps use cases
    Describe the finance and operations apps user interfaces

Describe reporting and integration capabilities in finance and operations apps

    Describe reporting options
    Describe how to use Power BI to analyze data
    Describe options for manipulating data from finance and operations apps within Excel
    Describe Microsoft Office 365 integration capabilities
    Exercise: Excel integration
    Describe options for integrating finance and operations apps with Microsoft Power Platform
    Explore business events integration capabilities

Describe Dynamics 365 Finance core capabilities

    Describe Finance capabilities and features
    Describe organization and legal entities
    Describe number sequence functionality
    Describe tax capabilities
    Describe cost accounting concepts

Describe the general ledger in Dynamics 365 Finance

    Describe the chart of accounts functionality
    Describe financial dimensions and dimension set concepts
    Describe periodic financial processes
    Describe journaling concepts

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 and collection processes
    Describe revenue recognition

Explore 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

Describe the general capabilities of Dynamics 365 Supply Chain Management

    Describe supply chain management capabilities and features
    Describe product master records, product variants, and product dimensions
    Exercise: Create a product
    Describe pricing and discounts in relation to trade agreements
    Describe the procure-to-pay process

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

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

Describe Dynamics 365 Commerce capabilities

    Describe Commerce core capabilities
    Describe Commerce channels
    Describe channel management concepts
    Describe distributed order management (DOM)
    Describe pricing and discounts
    Describe product hierarchies and assortments
    Explore Store Commerce
    Describe e-commerce capabilities

Describe Dynamics 365 Commerce clienteling capabilities and Dynamics 365 Fraud Protection

    Describe loyalty programs
    Describe how to create personalized customer experiences by using clienteling
    Describe Fraud Protection

Describe Dynamics 365 Human Resources core capabilities

    Describe use cases of Dynamics 365 Human Resources
    Describe workers and positions
    Describe the hire-to-retire process
    Describe compensation and benefits capabilities
    Describe leave and absence capabilities
    Describe compliance features

Describe personnel management capabilities in Dynamics 365 Human Resources

    Describe self-service capabilities
    Describe employee training and certification features
    Describe performance management capabilities

Identify project life cycle management capabilities in Dynamics 365 Project Operations

    Describe Dynamics 365 Project Operations capabilities
    Describe project-based services and project types
    Describe how Project Operations supports different industries
    Describe the project life cycle
    Describe project sales capabilities
    Describe project purchase orders
    Describe project contract capabilities
    Describe project pricing capabilities

Describe the project planning and execution capabilities of Dynamics 365 Project Operations

    Describe project planning
    Describe project scheduling and resourcing
    Describe work breakdown structures
    Describe project invoicing
    Describe project cost tracking
    Describe project budget capabilities