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Microsoft Dynamics 365 Fundamentals (ERP) (MB-920)

SS Course: GK821338

Course Overview

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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.

                                                                  

Scheduled Classes

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11/30/23 - GVT - Virtual Classroom - Virtual Instructor-Led
01/05/24 - GVT - Virtual Classroom - Virtual Instructor-Led

Outline

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Module 1: Describe the finance and operations apps

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

Module 2: Describe reporting and integration capabilities in finance and operations apps

  • Describe built-in reporting capabilities.
  • Describe options for analyzing data.
  • Describe options for working with data in Microsoft Office.
  • Describe integration capabilities with Microsoft Power Platform.
  • Describe business events.

Module 3: Describe Dynamics 365 Finance core capabilities

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

Module 4: Describe the general ledger in Microsoft Dynamics 365 Finance

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

Module 5: Describe accounts payable and accounts receivable in Dynamics 365 Finance

  • 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.

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

  • 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.

Module 7: Describe the general capabilities of Dynamics 365 Supply Chain Management

  • Describe product master records and product variants.
  • Describe trade agreements and discounts.
  • Describe the procure-to-pay process.
  • Describe the order-to-cash process

Module 8: Describe warehouse and inventory management capabilities in Dynamics 365 Supply Chain Management

  • 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 Systems (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 transportation management.

Module 9: Describe manufacturing strategies in Dynamics 365 Supply Chain Management

  • 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.

Module 10: Describe Dynamics 365 Commerce capabilities

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

Module 11: Describe Dynamics 365 Commerce clienteling capabilities and Dynamics 365 Fraud Protection

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

Module 12: Describe Dynamics 365 Human Resources core capabilities

  • 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.

Module 13: Describe personnel management capabilities in Dynamics 365 Human Resources

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

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

  • Describe 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 contract capabilities.
  • Describe project pricing capabilities.
  • Describe project purchase orders.

Module 15: Describe the project planning and execution capabilities of Dynamics 365 Project Operations

  • Describe project planning capabilities.
  • Describe project scheduling and resourcing.
  • Describe project budget capabilities.
  • Describe the work breakdown structure.
  • Describe project invoicing capabilities.
  • Describe project cost tracking capabilities.

    Prerequisites

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

      Who Should Attend

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      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.