Course Description
Do you want to understand more about Dynamics 365? A thorough introduction to Dynamics 365's financial and operational features will be provided via this course. Professionals will learn about the fundamental features of the finance & operations software as well as the idea of enterprise resource management (ERM). Then, we'll go through each app in turn, covering Dynamics 365 Project Operations' ERP features as well as Dynamics 365 Supply Chain Management, Finance, Commerce, and Human Resources. There will be lectures and practical labs in this course.
People in different roles & at various stages in their careers can be advantageous from this fundamentals course. This includes business stakeholders & others who want to be exposed to the finance & operations capabilities of Dynamics 365, students, recent graduates, & people changing careers who wish to leverage Dynamics 365 to move to the next level.
Prerequisites
Professionals should have a fundamental understanding of financial principles & business operations. A version of cloud computing is helpful but isn't necessary.
Content Outline
- Discover the suite of finance & operation apps you can use for enterprise resource planning.
- Review use cases for finance & operations apps
- Explain built-in reporting capabilities.
- Explain options for analyzing data.
- Explain options for manipulating data with Microsoft products.
- Explain use cases for & integration capabilities with other Microsoft products.
- Explain finance capabilities & features.
- Explain use cases for legal entities.
- Explain how Dynamics 365 Finance handles regional tax reporting requirements.
- Explain cost accounting concepts.
- Explain journaling concepts.
- Explain charts of accounts, including main versions & classification.
- Explain financial dimensions & dimension set concepts.
- Explain periodic financial processes.
- Explain core accounts payable components, including vendors, purchase orders, & vendor invoices.
- Explain vendor payments & settlements, including three-way matching concepts.
- Explain core accounts receivable details, including customers, customer invoices, & free text invoices.
- Explain credit & collection processes.
- Explain cash & bank management concepts
- Explain expense management, including cash advances & mobile workspaces
- Explain improved asset management, & fixed asset creation, acquisition, & depreciation
- Explain budgeting capabilities
- Find out what general capabilities Dynamics 365 Supply Chain Management has.
- Explain product master records & product variants.
- Explain master planning.
- Explain trade agreements & discounts.
- Explain costing methods, including standard costing, weighted averages, last-in-first-out (LIFO), & first-in-first-out (FIFO)
- Explain use cases for Warehouse Management System (WMS) & warehouse configuration options, including layout, stocking limits, & location profiles
- Explain purchase orders, item arrival journals, & cross-docking
- Explain inventory concepts including reservations, picking & packing, replenishment, shipments, counting, & inventory on-h&
- Explain quality management capabilities
- Explain manufacturing types.
- Explain manufacturing strategies, including make-to-order (MTO), make-to-stock (MTS), & configure-to-order (CTO).
- Explain item tracking & tracing processes.
- Explain tools that can be used to manage shop floors.
- Explain master planning.
- Explain commerce capabilities.
- Explain retail channels & channel management concepts.
- Explain distributed order management (DOM).
- Explain the product assortment.
- Understand the B2B digital commerce capabilities in the online channel.
- Explain loyalty & clienteling concepts.
- Explain how Dynamics 365 Commerce uses Dynamics 365 Customer Insights.
- Explain how Dynamics 365 Fraud Protection reduces fraudulent activities in the system.
- Explore workers & positions.
- Explore compensation & benefits capabilities.
- Explore compliance features.
- Explore performance management capabilities.
- Explain self-service capabilities.
- Explain leave & absence capabilities.
- Explain employee training & certification features.
- Identify integration options between Dynamics 365 Human Resources & LinkedIn.
- Explain the project lifecycle, including project invoicing & revenue recognition.
- Explain project-based services.
- Explain project sales capabilities.
- Explain project contract capabilities.
- Explain project pricing capabilities.
- Explain project planning capabilities.
- Explain project execution capabilities.
- Explain the work breakdown structure.
- Explain project invoicing capabilities.
- Explain project cost tracking capabilities.
FAQs
Microsoft Dynamics 365 is a cloud-based business applications platform that integrates elements of customer relationship management (CRM) & enterprise resource planning (ERP), along with productivity features & artificial intelligence technologies.
Dynamics 365 is a set of intelligent business applications that mainly helps you run your entire business & deliver more significant results with the help of predictive, AI-driven insights.
To run the setup wizard, you must meet all the following requirements: You must already have a Microsoft 365 tenant. Presence of an unconfigured Dynamics 365 Marketing app for users. A security role (like Global admin or Service support admin) that mainly allows you to modify the target Dynamics 365 instance.
To attend the training session, you should have operational Desktops or Laptops with the required specification and a good internet connection to access the labs.
We would always recommend you attend the live session to practice & clarify the doubts instantly & get more value from your investment. However, due to some contingency, if you have to skip the class, Radiant Techlearning will help you with the recorded session of that particular day. However, those recorded sessions are not meant only for personal consumption & NOT for distribution or commercial use.
Radiant Techlearning has a data center containing the Virtual Training environment for participants' hand-on-practice.
Participants can easily access these labs over Cloud with the help of a remote desktop connection.
Radiant virtual labs allow you to learn from anywhere in the world & in any time zone.
The learners will be enthralled as we engage them the real-world & industry Oriented projects during the training program. These projects will improve your skills & knowledge & you will gain a better experience. These real-time projects will help you a lot in your future tasks & assignments.