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.

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.

Students should have a fundamental understanding of financial principles and business operations. An understanding of cloud computing is helpful but isn't necessary.

MODULE

1. Describe the finance and operations apps

This module discusses the general capabilities of the Microsoft Dynamics 365 suite of finance and operations apps, including use cases and descriptions of the user interfaces.

Learning objectives
By the end of this module, you'll be able to:

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

2. Create reports and integrate finance and operations apps

This module introduces you to the general capabilities of the finance and operations apps, including built-in reporting and integration with other Microsoft products such as Microsoft Excel, Microsoft Word, Power BI, and SharePoint.

Learning objectives
After completing this module, you will be able to:

Describe built-in reporting capabilities.
Describe options for analyzing data.
Describe options for manipulating data with Microsoft products.
Describe use cases for and integration capabilities with other Microsoft products.

3. Describe Dynamics 365 Finance core capabilities

This module introduces you to the core capabilities of Dynamics 365 Finance, including a discussion of legal entities, number sequence functionality, the approach for managing regional tax reporting requirements, and cost accounting concepts.

Learning objectives
By the end of this module, you'll be able to:

Describe Finance capabilities, features, and use cases.
Describe organization and legal entities.
Describe number sequence functionality.
Describe Finance tax capabilities.
Describe cost accounting concepts.

4. Describe the general ledger in Dynamics 365 Finance

This module introduces you to the chart of accounts and financial dimensions. You also look at periodic financial processes, such as financial period closes, year-end 1099 reporting, and financial consolidation.

Learning objectives
By the end of this module, you'll be able to:

Describe chart of accounts, including main accounts and classification.
Describe financial dimensions and dimension set concepts.
Describe periodic financial processes.
Describe journaling concepts.

5. Describe accounts payable and accounts receivable in Dynamics 365 Finance

This module explores the capabilities of Dynamics 365 Finance to manage the accounting processes involved in paying vendors or suppliers for good or services received and receiving payments for goods and services delivered.

Learning objectives
By the end of this module, you'll be able to:

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 revenue recognition.

6. Explore expense management, fixed asset management, and budgeting in Dynamics 365 Finance

Explore cash and bank management, discover the core functionality of expense management, learn how to manage fixed assets and review the budgeting capabilities of Dynamics 365 Finance.

Learning objectives
By the end of this module, you'll be able to:

Describe cash and bank management concepts.
Describe expense management, including cash advances.
Describe fixed asset management and fixed asset creation, acquisition, and depreciation.
Describe budgeting capabilities.

7. Identify general capabilities of Dynamics 365 Supply Chain Management

This module introduces learners to the core capabilities of Dynamics 365 Supply Chain Management, including product masters and product variants, master planning and trade agreements and discounts.

Learning objectives
After completing this module, you will be able to:

Describe product master records and product variants.
Describe master planning.
Describe trade agreements and discounts.

8. Explore warehouse and inventory capabilities

This module discusses the capabilities of Microsoft Dynamics 365 Supply Chain management used to control the day-to-day operations of a warehouse, including costing methods, warehouse configuration options and inventory management.

Learning objectives
After completing this module, you will be able to:

Describe costing methods including standard costing, weighted averages, last-in-first-out (LIFO), and first-in-first-out (FIFO)
Describe use cases for Warehouse Management System (WMS) and warehouse configuration options including layout, stocking limits, and location profiles
Describe purchase orders, item arrival journals, and cross-docking
Describe inventory concepts including reservations, picking and packing, replenishment, shipments, counting, and inventory on-hand
Describe quality management capabilities

9. Describe manufacturing strategies in Dynamics 365 Supply Chain Management

This module discusses the capabilities of Microsoft Dynamics 365 Supply Chain Management used to implement manufacturing strategies and the tools used to manage the shop floor.

Learning objectives
After completing this module, you will be able to:

Describe manufacturing types.
Describe manufacturing strategies, including make-to-order (MTO), make-to-stock (MTS), and configure-to-order (CTO).
Describe item tracking and tracing processes.
Describe tools that you can use to manage shop floors.
Describe master planning.

10. Describe Dynamics 365 Commerce capabilities

This module introduces you to the core capabilities of Microsoft Dynamics 365 Commerce including channel management, distributed order management, and product assortments.

Learning objectives
After completing this module, you will be able to:

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

11. Describe Dynamics 365 Commerce clienteling capabilities and Dynamics 365 Fraud Protection

Learn about how Commerce can help organizations provide personalized and targeted shopping experiences in both business-to-business (B2B) and business-to-consumer (B2C) models.

Learning objectives
After completing this module, you will be able to:

Describe loyalty and clienteling concepts.
Describe how Commerce uses Dynamics 365 Customer Insights.
Describe how Fraud Protection reduces fraudulent activities in the system.

12. Describe Dynamics 365 Human Resources core capabilities

This module introduces you to the core capabilities of Dynamics 365 Human Resources. These capabilities include the management of compensation and benefits, employee performance and compliance management.

Learning objectives
After completing this module, you'll be able to:

Describe use cases for 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.

13. Describe personnel management capabilities in Dynamics 365 Human Resources

This module introduces you to the personnel management and workforce planning capabilities of Dynamics 365 Human Resources. Explore employee self-service, performance management, and training and certification management.

Learning objectives
After completing this module, you will be able to:

Describe self-service capabilities.
Describe leave and absence capabilities.
Describe employee training and certification features.

14. Identify project life cycle management capabilities in Dynamics 365 Project Operations

This module discusses the core capabilities of Microsoft Dynamics Project Operations to help you manage the financial aspects of your project-based business.

Learning objectives
After completing this module, you will be able to:

Describe the project lifecycle including project invoicing and revenue recognition.
Describe project-based services.
Describe project sales capabilities.
Describe project contract capabilities.
Describe project pricing capabilities.

15. Explore the project planning and execution capabilities of 365 Project Operations

This module introduces you to the project execution and analysis capabilities of Microsoft Dynamics 365 Project Operations to help you optimize resource management, schedule management and time and expense management for your project-based business.

Learning objectives
After completing this module, you will be able to:

Describe project planning capabilities.
Describe project execution capabilities.
Describe the work breakdown structure.
Describe project invoicing capabilities.
Describe project cost tracking capabilities.