Course Overview
1 - 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
2 - 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
- Describe options for integrating finance and operations apps with Microsoft Power Platform
- Explore business events integration capabilities
3 - 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
4 - 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
5 - 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
6 - 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
7 - 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
- Describe pricing and discounts in relation to trade agreements
- Describe the procure-to-pay process
- Describe the order-to-cash process
8 - 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
9 - 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
10 - 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
11 - 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
12 - 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
13 - Describe personnel management capabilities in Dynamics 365 Human Resources
- Describe self-service capabilities
- Describe employee training and certification features
- Describe performance management capabilities
14 - 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
15 - 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