Microsoft Dynamics 365 Training - India

Microsoft Dynamics 365 Training

Our Microsoft training

course is accredited by Microsoft

Microsoft Dynamics 365 is a complete enterprise system which can help businesses organise their sales and help with marketing operations. Our Dynamics 365 Training can help delegates learn, how to get the most out of this intelligent software suite.

REASONS TO CHOOSE

To gain a suite of business applications covering CRM, ERP and marketing automation
To learn to integrate with other Microsoft products like Office 365 and Power BI
To understand how to scale flexibly with your business while accommodating growth
To facilitate collaboration while ensuring the safety and reliability of the data
To leverage the power of advanced analytics with our Microsoft Dynamics 365 Training

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Our Microsoft training

course is accredited by Microsoft

Microsoft Dynamics 365 Training

accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (4 days)

Classroom (4 days)

Online Self-paced (32 hours)

Microsoft Dynamics 365 Finance MB310 Course Outline

Module 1: Get Started with Dynamics 365 Finance

Introduction
Benefits of Dynamics 365 Finance
Overview
General Ledger
Cash and Bank Management
Tax
Accounts Payable
Accounts Receivable
Credit and Collections
Budgeting
Fixed Assets
Cost Accounting
Electronic Invoicing
Lab - Explore Dynamics 365 Finance

Module 2: Configure Currencies in Dynamics 365 Finance

Introduction
Set Up Currencies and Conversions
Configure and Import Currency Exchange Rates
Lab - Import Exchange Rates

Module 3: Create Fiscal Calendars, Years, and Periods in Dynamics 365 Finance

Introduction
Fiscal Calendars, Fiscal Years, and Periods
Create Fiscal Calendars, Years and Periods
Select a Fiscal Calendar
Define Budget Cycle Time Spans
Maintain Periods for your Organisation
Create Date Intervals
Lab - Work with the Fiscal Calendar, Year, And Periods

Module 4: Get started with chart of accounts in Dynamics 365 Finance

Introduction
Plan Your Chart of Accounts
Multiple Chart of Accounts
Set Up Chart of Accounts
Exercise - Create a New Main Account

Module 5: Set up Chart of Accounts in Dynamics 365 Finance

Introduction
Main Account Categories
Main Account Information
Allocation Terms
Main Account Validation Options
Main Account Closing Options
Financial Tags
Accounts for Automatic Transactions
Lab - Create a Main Account Category in the Chart of Accounts

Module 6: Set up Financial Dimensions in Dynamics 365 Finance

Define and Configure Financial Dimensions
Create a Custom Financial Dimension
Create an Entity-Backed Financial Dimension
Activate and Delete Financial Dimensions
Default Dimension Values
Derived Dimensions
Set up Financial Dimension Templates and Sets
Define and Configure Account Structures and Advanced Rules
Ledger Account Aliases
Exercise - Set up an account structure

Module 7: Set Up Ledgers and Journals in Dynamics 365 Finance

Introduction
Understand the Different Types of Journals and their Setup
Describe Use Cases for Periodic Journals
Configure Ledger and Journal Setup
Discover Options for Implementing Voucher Numbers in Journals
Set Up Journal Approvals
Configure and Use Journals
Reverse Journal Posting
Set Up Batch Transfer Rules
Lab - Configure Ledger and Journal Setup

Module 8: Perform General Ledger Daily Procedures in Dynamics 365 Finance

Introduction
Using Balance Control Accounts
Process a Journal Entry
Work with General Ledger Processes
Ledger Settlements
Create Templates to Edit Journals in Microsoft Excel
Create Voucher Templates
Set Up Journal Controls
Exercise - Create and Use a Voucher Template

Module 9: Intercompany Accounting in Dynamics 365 Finance

Introduction
Set Up Intercompany Accounting
Post Intercompany Journals
Trace an Intercompany Entry
Lab - Set Up and Use Intercompany Accounting

Module 10: Configure Ledger Allocations and Accruals in Dynamics 365 Finance

Introduction
Configure and Apply Accrual Schemes
Configure Ledger Allocation Rules
Exercise - Configure and Use Accrual Schemes
Exercise - Configure and Test Ledger Allocation Rules

Module 11: Configure and Perform Periodic Processes in Dynamics 365 Finance

Set Up the Financial Period Workspace and Closing Schedule
Bank Reconciliations
Run Foreign Currency Revaluation Processes
Process End of Year Close
Perform Financial Consolidations
Lab - Perform year-end close and a consolidation

Module 12: Work with Analytics and Reporting in Finance and Operations Apps

Introduction
Understand Different Types of Reports and Inquiries
Financial Reporting
Find Inquiries and Reports
Generate and Consume Inquiries and Reports
Configure Finance and Operations Apps for Microsoft Power Platform
Lab - Work with Reports

Module 13: Configure Cash and Bank Management in Dynamics 365 Finance

Introduction
Understand Bank Transaction Types and Groups
Set Up Cash and Bank Management Parameters
Set Up the Single Euro Payments Area (SEPA) Direct Debit Mandate
Set Up International Bank Account Number (IBAN) Structures
Configure Banks and Bank Check Layout
Set Up Bank Accounts for Customers
Set Up Bank Accounts for Vendors
Deposit and Refund Checks
Understand Cash Flow Forecast and Reports
Configure Cash Flow Forecasting
Set up cash flow automation
Summarize vendor and customer payments in bank transactions
Lab - Work with Cash and Bank Management

Module 14: Configure Taxes in Dynamics 365 Finance

Introduction
Configure Ledger Posting Groups
Configure Sales Tax Authorities
Exercise - Set Up Sales Tax Authorities
Configure Sales Tax Settlement Periods
Exercise - Set Up Sales Tax Settlement Periods
Create Sales Tax Codes
Configure Sales Tax Groups and Item Sales Tax Groups
Exercise - Set Up Sales Tax Codes and Sales Tax Groups

Module 15: Work with taxes in Dynamics 365 Finance

Withholding Tax
Sales Tax Exemption
Conditional Sales Tax
Sales Tax on Transactions
Set Up Sales Tax Reporting Codes
Exercise - Set Up Sales Tax Reporting Codes and Withholding Tax
Prepare Periodic Filings

Module 16: Set up Accounts Receivable in Dynamics 365 Finance

Introduction
Payment Schedule
Terms of Payment and Payment Days
Cash Discounts
Payment Fees
Set Up the Credit Card Payment Service
Methods of Payment and Payment Control
Set Up a Payment Calendar and Payment Calendar Rules
Create and Maintain Customers
Set Up Customer Posting Profiles
Configure Accounts Receivable Charges
Lab - Configure Customer Posting Profiles and Create a New Customer

Module 17: Get Started with Accounts Receivable Daily Procedures in Dynamics 365 Finance

Introduction

Create Free Text Invoices
Exercise - Create and Process A Free Text Invoice
Recurring Free Text Invoices
Create and Handle Payments of Customer Invoices for Sales Orders
Exercise - Work with Invoices from Sales Orders
Settle Transactions and Undo Settlements
Exercise - Process an Invoice and Settle it Against a Payment
Reimburse a Customer

Module 18: Configure Credit and Collections in Dynamics 365 Finance

Introduction
Configure Accounts Receivables for Credit and Collections
Configure Credit and Collections Components
Set Up Interest Rates for an Interest Code
Waive, Reinstate, or Reverse Interest Fees
Set Up and Manage Collection Letters
Exercise - Set Up Credit and Collections in Finance
Exercise - Create a Write-Off Journal for a Customer

Module 19: Process Credit and Collections in Dynamics 365 Finance

Introduction
Customer Account Statement
Working with Collections
Collections Coordinator Workspace
Manage Customer Credit and Collections
Credit Management
Lab - Work with Credit and Collections

Module 20: Configure Accounts Payable in Dynamics 365 Finance

Introduction
Configure the Payment Schedule
Configure Terms of Payment and Payment Days
Configure Cash Discounts
Set Up Payment Fees
Create Vendor Groups
Set Up Accounts Payable Posting Profiles
Create Vendors
Set Up Methods of Payment for Vendors
Set Up Electronic Payment Formats
Configure Accounts Payable Charges
Configure and Use Positive Pay
Lab - Configure Accounts Payable Components

Module 21: Perform Accounts Payable Daily Procedures in Dynamics 365 Finance

Introduction
Understand Invoice Types in Accounts Payable
Record Vendor Invoices
Process Accounts Payable Credit Memos
Process Purchase Orders and Purchase Order Invoices
Periodically Recurring Invoices
Exercise - Record an Invoice
Exercise - Record a Vendor Invoice That is Not Associated with a Purchase Order

Module 22: Work with Accounting Distributions, Invoice Validations and Settlements in Dynamics 365 Finance

Introduction
Settle Transactions and Undo Settlements
Distribute Funds by Using Accounting Distributions
Configure Invoice Validation Policies
Three-Way Matching Policies
Vendor Invoice Workflow
Lab - Work with Accounting Distributions, Invoice Validations, and Settlements

Module 23: Set up and Use Intelligent OCR for Vendor Invoices in Dynamics 365 Finance

Introduction
Configuration Options
Enable Automatic Vendor Invoice Prepayments
Use Workflow and Product Match Receipts
View Vendor Invoice Automation Results

Module 24: Get Started with Expense Management in Dynamics 365 Project Operations

Introduction
Plan Expense Management
Intercompany Expenses
Financial Management
Per Diems
Journals and Accounts
Payment Methods
Taxes
Policies
Expense Categories and Shared Categories
Map Expense Categories to a Main Account

Module 25: Set Up and Configure Expense Management in Dynamics 365 Project Operations

Introduction
Expense Management Workspace
Expense Management Parameters
Expense Management Workflows
Expense Report Policies and Per Diem Rules
Evaluate Policies by Using Audit Workbench Cases
Set Up Mileage Expense Options
Intercompany Expenses
Personal Expenses on an Expense Report
Set Up Credit Card Transaction Processing and Import Credit Transactions
Expense Receipt Processing
VAT Recovery

Module 26: Create and Process Expense Reports in Dynamics 365 Project Operations

Introduction
Create an Expense Report
Intercompany Expenses
Itemise Expenses by Line
Distribute an Expense
Add Guests
Attach Receipts and Documents to an Expense Report
Submit an Expense Report to a Workflow
Approve an Expense Report
Delegate an Expense Report
Post an Expense Report
Reporting Options
Lab – Create an Expense Report and Submit it to a Workflow

Module 27: Work with Travel Requisitions in Dynamics 365 Project Operations

Introduction
Create a Travel Requisition
Exercise - Create a Travel Requisition
Approve a Travel Requisition
Create a Cash Advance
Update a Cash Advance

Module 28: Configure and Use Basic Budgeting and Budget Control in Dynamics 365 Finance

Introduction
Planning for Basic Budgeting and Budget Control
Budgeting Methodologies
Basic Budgeting Overview
Configure Basic Budgeting
Set up Basic Budgeting
Create and Manage Budget Register Entries
Exercise – Create a Budget Register Entries
Implement a Budget Register Workflow
Use Workspaces and Inquiry Pages to Track Budget Vs. Actuals
Use Inquiries and Reports for Budget Analysis
Exercise - Set up Basic Budgeting Components

Module 29: Set up and Use Budget Control in Dynamics 365 Finance

Budget Control Overview and Concept
Set up Budget Control Parameters
Budget Funds Available
Budget Source Documents
Budget Groups
Activate Budget Control
Exercise – Set up Budget Control Components

Module 30: Configure Fixed Assets Management in Dynamics 365 Finance

Introduction
Fixed Assets and Current Assets
Accounting for Fixed Assets
Relationships Between Fixed Assets Components
Configure Fixed Assets Components
Derived Books
Enable Fixed Asset Integration
Fixed Asset Transaction Options
Demonstration - Create a Fixed Asset
Lab - Work with Fixed Assets

Module 31: Set up and acquire fixed assets in Dynamics 365 Finance

Introduction
Life Cycle of a Fixed Asset
Fixed Asset Management Workspace
Fixed Assets Page
Set Up Fixed Assets
Create a Fixed Asset
Activate a Stock Item
Set Up Acquisitions
Proposals
Acquire Assets Through Procurement
Estimate and Eliminate A Project to A Fixed Asset
Manual and Automatic Methods to Create Fixed Assets
Lab - Acquire A New Asset

Module 32: Manage fixed assets in Dynamics 365 Finance

Introduction
Asset Budgeting
Transfer a Fixed Asset
Set Up Fixed Asset Groups
Split a Fixed Asset
Update Fixed Asset Information
Recalculate Replacement Costs and Insured Values for Fixed Asset Groups
Fixed Assets Roll Forward Report

Module 33: Work with fixed asset deprecation and disposal in Dynamics 365 Finance

Introduction
Depreciation
Dispose of And Lend Fixed Assets
Sell A Fixed Asset by Using a Free Text Invoice
Dispose of Fixed Assets as Scrap
Exercise - Create a Depreciation Proposal

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Who should attend this Microsoft Dynamics 365 Finance MB310 Course?

The MB310 Course focuses on providing professionals with the knowledge and skills required to utilise the financial management capabilities of the Dynamics 365 Finance application. It can be beneficial for professionals, including:

Financial Managers
Accountants
Financial Analysts
Business Analysts
ERP Project Managers
IT Managers
Consultants

Prerequisites of the Microsoft Dynamics 365 Finance MB310 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Finance MB310 Course. However, having a basic knowledge of ERP and CRM concepts can be beneficial for delegates.

Microsoft Dynamics 365 Finance MB310 Course Overview

The Microsoft Dynamics 365 Finance MB310 Course offers comprehensive training on utilising Dynamics 365 for financial management and accounting tasks. It covers essential concepts, tools, and techniques for managing financial operations, budgets, and reporting within organisations.

Finance, accounting, and auditing professionals must master Dynamics 365 Finance to streamline processes and enhance decision-making. Mastery of Dynamics 365 Finance enables efficient management of financial tasks, accurate reporting, and informed decision-making, ensuring optimal financial performance and compliance with regulatory requirements.

This 4-day training by the Knowledge Academy equips delegates with practical skills and knowledge in utilising Dynamics 365 for Finance. Through interactive sessions and real-world examples, participants will learn to manage financial transactions, create budgets, and generate financial reports.

Course Objectives

To understand the key features and functionalities of Dynamics 365 for Finance
To learn to manage financial transactions and accounts efficiently using Dynamics 365
To explore budgeting and forecasting capabilities in Dynamics 365 Finance
To gain insights into financial reporting and analysis tools
To prepare for the Microsoft Dynamics 365 Finance certification exam

Upon completion, participants will be proficient in leveraging Dynamics 365 for Finance to streamline financial operations, improve financial visibility, and support informed decision-making within their organisations.

More information

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What’s included in this Microsoft Dynamics 365 Finance MB310 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

More information

See dates & prices

More information

See dates & prices

accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (5 days)

Classroom (5 days)

Online Self-paced (40 hours)

Microsoft Dynamics 365 Supply Chain Management Course Outline | MB-330

Module 1: Get Started with Dynamics 365 Supply Chain Management

Introduction
Benefits of Supply Chain Management
Overview of Supply Chain Management
Cost Accounting
Cost Management
Inventory Management and Warehouse Management
Master Planning
Procurement and Sourcing
Vendor Collaboration
Sales and Marketing
Customer Portal
Product Information Management
Production Control
Intercompany Trade
Warehouse Management
Transportation Management
Lab - Explore Dynamics 365 Supply Chain Management

Module 2: Create Products and Product Masters in Dynamics 365 Supply Chain Management

Introduction
Product Information Workspace
Concept of a Product
Create Products
Set Up Unit Conversions
Batch Disposition Codes
Default Order Settings
Define Products as Not Stocked
Create Product Masters with Variants
Gain Productivity by Using the Variant Suggestions Page
Create and Set Up Category Hierarchies And Attributes
Set Up Item Pricing
Lab - Create a Product and Product Master

Module 3: Configure and Work with Inventory Management in Dynamics 365 Supply Chain Management

Introduction
Inbound Operations
Outbound Operations
Configure Inventory Dimensions
Configure Storage Dimensions
Configure Tracking Dimensions
Configure Serial and Batch Numbers
Allocate Batch and Serial Numbers
Configure Sites
Configure Warehouses
Transfer Orders
Set Up Bar Codes
Set Up Default Order Settings
Inventory Journals
Work with Journals
Inventory Journal Approval Workflows
Work with Reason Codes
Work with Consignment Inventory
Configure Item Groups and Item Model Groups
Inventory Cost Methodologies
Configure Inventory Policies
Inventory Closing and Adjustment
Archive Inventory Transactions
Work with Reason Codes for Inventory Counting
Lab - Work with Inventory Management

Module 4: Configure Warehouse Management in Dynamics 365 Supply Chain Management

Introduction
Roles in Warehouse Management
Set Up Warehouse Management
Configure the Warehouse Layout
Configure Catch Weight Processing for Warehouse Management
Warehouse Processes
Reservation Hierarchies
Lab - Configure Warehouse Management

Module 5: Create Bill of Materials in Dynamics 365 Supply Chain Management

Introduction
Work with the BOM Designer
BOM and Formula Versions
BOM Line Types
BOM Levels
Exercise - Create A BOM In the BOM Designer

Module 6: Set Up Versioned Products in Dynamics 365 Supply Chain Management

Introduction
Create an Engineering Organization
Create Nomenclature for Product Versions
Create Product Version Number Rules
Create Product Dimension Groups by Using the Version Dimension
Create Product Life Cycle States
Engineering Attributes
Product Readiness Policies
Product Release Policies
Create Engineering Categories
Exercise - Create a Product Readiness Policy

Module 7: Warehouse Implementation Experience in Dynamics 365 Supply Chain Management

Introduction
Enable Warehousing Telemetry
Warehouse Implementation Workspace
Wizard-Driven Setup of Warehouse Management Parameters
Wizard-Driven Warehouse Configuration
Simplified Query View of Location Directives

Module 8: Inbound Warehouse Operations Using Dynamics 365 Supply Chain Management

Introduction
Inbound Operations
Inbound Advanced Shipping Notices
Cross Dock Products from Receiving Warehouse to Stores
Create A GTIN Code for a Product
Wizard-Driven Setup of Warehouse Management Parameters
Exercise - Register a Load Where Items are Missing

Module 9: Outbound Warehouse Operations Using Dynamics 365 Supply Chain Management

Introduction
Outbound Operations
Warehouse Work
Cluster Picking
Packing and Containerization
Packing Containers with the Warehouse Management Mobile App
Transfer Orders and Replenishment
Exercise - Set Up a Cluster Profile

Module 10: Execute Across Warehouse Operations in Dynamics 365 Warehouse Management

Introduction
Cycle Counting
Material Handling Equipment Interface
Exercise - Create a Cycle Counting Plan

Module 11: Warehouse Management Mobile Device Configuration Using Dynamics 365 Supply Chain Management

Introduction
Global Mobile Device Parameters
Set Up and Deploy GS1 And QR Bar Codes
Set Up Work Type Menu Items
Set Up Mobile App Step Instructions
Set Up Detours for Steps in Mobile Device Menu Items
Exercise - Set Up a Detour for a Step in a Task Flow

Module 12: Work with the Costing Sheet in Dynamics 365 Supply Chain Management

Introduction
Costing Versions
Cost Groups
Calculation Groups
Costing Sheets
BOM Calculations
BOM Measurements
BOM Reports
Lab - Analyze BOM Costs by Using the Costing Sheet

Module 13: Configure and Use Agreements in Dynamics 365 Supply Chain Management

Introduction
Work with Trade Agreements
Create Sales Agreements
Create Purchase Agreements
Configure Trade Allowance Management
Configure Brokerage Contract Management
Configure Royalty Contract Management
Configure Vendor Rebates
Rebate Management Module
Exercise - Create a Purchase Agreement
Exercise - Generate and Process Customer Rebates
Exercise - Create Trade Agreements

Module 14: Use Inventory Reports in Dynamics 365 Supply Chain Management

Introduction
ABC Inventory Classification
Physical Inventory by Inventory Dimension Report
Inventory Value Report
Inventory On-Hand Report Storage
Inventory On-Hand Mobile Workspace
Exercise - Use the ABC Classification Report
Exercise - Use the Physical Inventory by Inventory Dimension Report
Exercise - Export a Report to Microsoft Excel

Module 15: Configure and Work With Quality Control And Quality Management In Dynamics 365 Supply Chain Management

Introduction
Configure Quality Management
Perform Quality Control and Management Processes
Describe Transactions Types and Create Quality Orders
Apply Inventory Blocking
Perform Quarantine Management
Exercise - Create and Process a Quality Order
Exercise - Create and Process a Nonconformance Order

Module 16: Work with Assets in Asset Management for Dynamics 365 Supply Chain Management

Introduction
All Assets Page
Create an Asset
Multi-Level Assets
Copy an Asset or Asset Structure
Move, Remove, And Install an Asset
Create Assets Based on Purchase Orders
Asset Bills of Materials
Asset Event History
Asset View
Asset Attribute Overview
Lab - Work with Assets

Module 17: Use Preventive and Reactive Maintenance in Asset Management for Dynamics 365 Supply Chain Management

Introduction
Maintenance Plans
Interval Types
Assign A Maintenance Plan to an Asset
Schedule Maintenance Plans
Maintenance Rounds
Maintenance Schedule
Maintenance Schedule Cost
Maintenance Downtime
Exercise - Create a Maintenance Plan
Exercise - Update the Maintenance Schedule

Module 18: Create and Manage Work Orders in Asset Management for Dynamics 365 Supply Chain Management

Introduction
Manually Create Work Orders
Maintenance Forecasts
Procurement of Work Order Purchase Requisitions
Bill Customers for Maintenance Work
Manual Update of Asset Counters
Automatic Update of Asset Counters
Maintenance Checklists
Maintenance Downtime
Add a Fault to a Work Order
Work Order Report
Work Order Pools
Active Work Order Maintenance Jobs Page
Work Order Management Workspace
Exercise - Create and Manage Work Orders

Module 19: Schedule Work Orders in Asset Management for Dynamics 365 Supply Chain Management

Introduction
Configure Workers for Work Order Scheduling
Schedule and Dispatch Work Orders
Calculate Capacity Load on Scheduled Work Orders
Lab – Set Up a Preferred Worker, and Schedule a Work Order

Module 20: Configure and Perform the Procure-To-Purchase Process in Dynamics 365 Supply Chain Management

Introduction
Procurement Scenario
Overview of the Procure-To-Purchase Process
Set Up Procurement Categories
Use Procurement Catalogs
Create a Purchase Requisition
Create and Process a Request for Quotation
Create Purchase Orders
Vendor Categories and Catalogs
Evaluate a Vendor and Put a Vendor on Hold
Use Purchasing Policies
Lab - Work with Procure-To-Purchase Processes

Module 21: Process Purchase Orders in Dynamics 365 Supply Chain Management

Overview of the Purchase Order Process
Set Up Purchasing Parameters
Use Purchase Order Change Management
Use Item Arrivals and Arrival Overview
Manage Over/Under Delivery for Purchase Orders
Manage Charges for Purchase Orders
Create Vendor Returns
Lab - Create and Process a Purchase Order

Module 22: Configure and Manage Vendor Collaboration in Dynamics 365 Supply Chain Management

Introduction
Purchase Order Statuses with Vendor Collaboration
Configure Vendor Collaboration
Maintain Vendor Certification
Set Up Vendor Collaboration Security Roles
Use the Vendor Collaboration Invoicing Workspace
Define Purchase Order Response Information
Work with Purchase Orders When Vendor Collaboration is Used
Purchase Order Statuses and Versions
Sharing Information About Consignment Inventory
Work with Request for Quotes
Purchase Order Confirmation Workspace
Accessing Vendor Master Data in the Vendor Information Workspace
Exercise - Set Up an External Role for a Vendor

Module 23: Configure Accounts Receivable in Dynamics 365 Finance

Introduction
Payment Schedule
Terms of Payment And Payment Days
Cash Discounts
Payment Fees
Set Up the Credit Card Payment Service
Methods of Payment And Payment Control
Set Up a Payment Calendar and Payment Calendar Rules
Create and Maintain Customers
Set Up Customer Posting Profiles
Configure Accounts Receivable Charges
Lab - Configure Customer Posting Profiles and Create a New Customer

Module 24: Convert Prospects in Dynamics 365 Sales to Customers in Dynamics 365 Supply Chain Management

Introduction
Prerequisites and Mapping Setup
Sales Quotations
Sales Orders
Dual-Write Solution for Sales
Invoices
Limitations
Demonstration - Create and Edit Sales Quotations

Module 25: Configure and Manage the Order to Cash Process in Dynamics 365 Supply Chain Management

Introduction - Order to Cash Process
Sales and Marketing Overview
Create and Confirm Sales Quotations
Create and Process Sales Orders
Sales Order Entry Scenarios
Sales Order Picking Processes
Configure Order Promising
Configure Order Hold Codes
Process Customer Returns
Sales Order Reservations
Configure and Use Commissions
Configure Customer and Item Search
Lab - Create A Sales Order and Work with Commissions

Module 26: Configure and Use Intercompany Trade in Dynamics 365 Supply Chain Management

Introduction
Intercompany Trading
Set Up Intercompany Trade
Process Intercompany Chain Orders
Set Up Intercompany Agreements and Direct Deliveries
Lab - Configure Intercompany Relations
Exercise - Process a Purchase Order-Initiated Intercompany Chain
Exercise - Process a Sales Order-Initiated Intercompany Chain
Exercise - Process Returns in Intercompany
Exercise - Process an Intercompany Direct Delivery

Module 27: Set up Landed Cost in Dynamics 365 Supply Chain Management

Introduction
Landed Cost Concepts and Terminology
Landed Cost Parameters
Set Up Voyages and Shipping Containers
Set Up Delivery Information
Set Up Multi-Leg Journeys
Set Up Shipping Information
Set Up Costing Parameter Values
General Ledger Integration Configuration
Vendor Settings for Landed Cost
Lab - Create a Voyage Leg

Module 28: Manage Transportation Management in Dynamics 365 Supply Chain Management

Introduction
Planning Transportation Management
Configure Transportation Management
Routing and Transportation Flows
Load Building Strategy
Transportation Management Engines
Bill of Lading
Plan Freight Transportation Routes with Multiple Stops
Reconcile Freight in Transportation Management
Lab - Explore Transportation Management

Module 29: Use Warehouse Management for Manufacturing in Dynamics 365 Supply Chain Management

Production Input Location
Production Output Location
Staging and Order Picking
Release BOM And Formula Lines to the Warehouse
Cross-Docking
Planned Cross Docking
Visibility into Material Exceptions
Lab - Work with Warehouse Management In Manufacturing

Module 30: Configure and Use Built-In Master Planning in Dynamics 365 Supply Chain Management

Introduction
Master Planning Considerations and Setup
Master Planning Parameters Page
Create a Master Plan
Demand Forecasting
Coverage Settings
Action Messages
Configure Intercompany Planning
Run Plans and Firm Planned Orders
Set Up and Use The Supply Schedule Page
Exercise - Firm a Planned Order
Exercise - Change a Planned Order Type
Exercise - Create and Run an Intercompany Master Plan

Module 31: Use Planning Optimization in Dynamics 365 Supply Chain Management

Introduction
Install the Planning Optimization Add-In
Integration and Fit Analysis
Apply Filters to a Plan
Master Planning with Demand Forecasts
Planning Optimization Support for Capability-Based Resource Allocation
Priority-Based Planning
Master Planning and Purchase Trade Agreements
Safety Margins
Coverage Time Fences
Approved Planned Orders
Generate Planned Production Orders
Analyse and Approve Planned Orders
Auto-Firming
Planning with Negative On-Hand Quantities
View History and Planning Logs
Cancel a Planning Job
Exercise - Set Up Purchase Trade Agreements for Planning Optimization
Exercise - Approve a Planned Order

Module 32: Describe Warehouse and Inventory Management Capabilities In Dynamics 365 Supply Chain Management

Introduction
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

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Who should attend this Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 Course?

The Microsoft Dynamics 365 Supply Chain Management Course is designed for professionals with the skills and knowledge required to utilise the Supply Chain Management capabilities of Dynamics 365 Supply Chain Management. This can be beneficial for a wide range of professionals, including:

Supply Chain Managers
Procurement Specialists
Inventory Managers
ERP Project Managers
IT Managers
Consultants
ERP Implementation Consultants

Prerequisites of the Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 Course

There are no formal prerequisites of the Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 Course. However, a basic understanding of Supply Chain Management concepts can be beneficial.

Microsoft Dynamics 365 Supply Chain Management Course Overview | MB-330

The Microsoft Dynamics 365 Supply Chain Management Course MB-330 focuses on enhancing supply chain processes using Dynamics 365. It addresses inventory management, procurement, and logistics, crucial for organisational efficiency and customer satisfaction in today's competitive landscape.

Supply chain management, logistics, and procurement professionals must master Dynamics 365 Supply Chain Management to streamline operations and achieve business success. Proficiency in Dynamics 365 SCM enables efficient management of inventory, procurement, and logistics, leading to enhanced operational efficiency and customer satisfaction.

This 5-day training by the Knowledge Academy provides delegates with practical skills and knowledge in utilising Dynamics 365 for Supply Chain Management. Through hands-on exercises and real-world examples, participants will learn to optimise inventory, streamline procurement, and improve logistics operations.

Course Objectives

To configure products for supply chain management
To learn how to implement common sales and marketing features
To understand the partial location cycle counting process
To know how to perform warehouse management processes
to adjust stock levels using the inventory adjustment journal
To run master plans and manage planned orders

After attending this Microsoft Dynamics 365 Supply Chain Management MB330 Training Course, delegates will be able to manage and process inventory activities and implement inventory management. They will also be able to configure and perform warehouse management processes.

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What’s included in this Microsoft Dynamics 365 Supply Chain Management - Functional Consultant MB330 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

More information

See dates & prices

More information

See dates & prices

accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (2 days)

Classroom (2 days)

Online Self-paced (16 hours)

Microsoft Dynamics 365 Core Finance and Operations MB300 Course Outline

Within this Microsoft training course, you will learn the following modules;

Module 1: Introduction to Microsoft Dynamics 365

Introduction
Digital Transformation Is Business Transformation
Microsoft Business Applications
Artificial Intelligence
Mixed Reality
Check Your Knowledge

Module 2: Navigate Finance and Operations Apps

Introduction
Navigation Elements
See How Workspaces Drive Productivity
Use Filtering Techniques
Search in Finance and Operations Apps
Compare Views
How to Use View and Edit Modes

Module 3: Get Started with Dynamics 365 Finance

Introduction
Benefits of Dynamics 365 Finance
Overview
General Ledger
Cash and Bank Management
Tax
Accounts Payable
Accounts Receivable
Credit and Collections
Budgeting
Fixed Assets
Cost Accounting
Electronic Invoicing
Lab - Explore Dynamics 365 Finance

Module 4: Get Started with Production Control in Dynamics 365 Supply Chain Management

Introduction
Core Concepts in Production Control
Understand Unified Manufacturing
Manufacturing Principles
Overview of the Production Process and Production Life Cycle
Batch Orders
Discrete Manufacturing
Process Manufacturing
Lean Manufacturing
Configure Production Control for Unified Manufacturing
Capacity Planning
Integration Between the General Ledger and the Production Control Modules
IoT Intelligence and Insights
Describe the Value Proposition for Mixed-Reality Guides for Production Floor Workers
Lab - Explore Production Control

Module 5: Get Help and Learn More About Finance and Operations Apps

Introduction
Microsoft Learn Site
In-Product Help
Customise Help Topics
Protecting the Privacy and Personal Data of Your Customers

Module 6: Get Started with Lifecycle Services for Finance and Operations Apps

Introduction
Understand the Functionality and Tools of Lifecycle Services
Determine Licensing Requirements
Lifecycle Services Security
Reuse Existing Assets, Copy, and Share Data
Perform Actions in the Asset Library
Work with the Task Recorder
Business Process Modeler (BPM)
Support Options
Get Product Updates from Lifecycle Services
Exercise - Use the Task Recorder to Create and Edit a Recording
Exercise - Create a Business Process in the Business Process Modeler
Exercise - Create a Support Incident

Module 7: Design and Plan an Implementation of Finance and Operations Apps

Introduction
Use Implementation Methodologies for a Successful Implementation
Cloud Implementation - Analysis
Cloud Implementation - Design and Develop
Cloud Implementation - Test
Cloud Implementation - Deploy and Operate
On-Premises Implementation - Analysis
On-Premises Implementation - Design and Develop
On-Premises Implementation - Test, Deploy, and Operate
Gathering and Analysing the Requirements
Create Functional Design Documents (FDD)

Module 8: Translate Dynamics 365 Apps and Documentation with Dynamics 365 Translation Service

Introduction
Access Dynamics 365 Translation Service
Types of Requests
Reuse Translations (Recycling)
Custom-Trained Machine Translation System
Exercise – Create, Review, and Regenerate a User Interface Translation Request
Exercise – Create, Review, and Regenerate a Documentation Translation Request
Exercise – Create a Translation Memory File

Module 9: Plan and Configure the Global Address Book in Finance and Operations Apps

Introduction
How the Global Address Book Works
Plan for the Global Address Book and Other Address Books
Lab - Configure Address Books
Lab - Add a New Record and Check for Duplicates

Module 10: Plan and Implement Legal Entities in Finance and Operations Apps

Introduction
Create a Legal Entity
Create a Number Sequence
Understand Organisational Hierarchies and Operating Units
Plan Your Organisational Hierarchy
Decide Whether to Model Internal Organisations as Legal Entities or Operating Units
Best Practices for Modeling Organisations and Hierarchies
Apply Purposes and Policies
Distributed Order Management (DOM) Policy
Configure Calendars and Date Intervals
Lab - Configure a New Legal Entity
Lab - Create an Operating Unit
Lab - Create an Organisation Hierarchy
Lab - Set Up a Number Sequence

Module 11: Plan and Implement Security in Finance and Operations Apps

Introduction
Understand the Security Architecture
Encryption in Finance and Operations Apps
Manage Users and Security
Set Up and Apply Segregation of Duties
Run Security Reports
Stay Compliant with User Licensing Requirements
Security Diagnostics for Task Recordings
Extensible Data Security Policies
Exercise - Import a User and Assign Security Role
Lab - Work with Security

Module 12: Set Up Batch Jobs in Finance and Operations Apps

Overview of Batch Processing
Batch Processing and Batch Servers
Batch Processing of Reports and Setup of Alerts
Copy a Batch Job
Batch Job Manager Role
Unlock a Journal
Lab - Work with Batch Jobs and Set Up Alerts

Module 13: Work with Workflows in Finance and Operations Apps

Introduction
Workflow Types for Business Processes
Create and Set Up Workflows
Assign Users to Workflow Elements
Use the Daily Journal Workflow
Lab - Create a Purchase Requisition Workflow

Module 14: Design and Build Mobile Apps for Finance and Operations Apps

Introduction
Demonstration
Overview of the Dynamics 365 Unified Operations Mobile App
Page Design Guidelines
Action Design Guidelines
Form Design Requirements
Design Considerations
Understand Use Cases for Mobile Apps
Get the Dynamics 365 Unified Operations Mobile App

Module 15: Personalise Finance and Operations Apps

Introduction
Understand the Differences Between Customisation and Personalisation
Apply User Options
Implicit Personalisation
Explicit Personalisation
Administer Personalisation
Saved Views
Personalisation Toolbar
Personalise a Workspace
Personalise a Dashboard
Personalise Inventory Dimensions
Create and Maintain Record Templates
Lab - Personalise User Options
Lab - Create and Use a Record Template

Module 16: Implement Common Integration Features in Finance and Operations Apps

Introduction
Microsoft Office Integration
Excel Workbook Designer
Document Management
Configure Email (SMTP/Exchange)
Create an Email Template
Power BI in Finance and Operations
Print Management
Integrate Data from Multiple Sources into Microsoft Dataverse for Apps
Lab - Work with Microsoft Office Integration

Module 17: Feature Management in Finance and Operations Apps

Introduction
Feature Management Workspace
Feature States
Enable a Feature
Reschedule a Feature
Disable a Feature
Features That Must Be Enabled
Enable All Features
Check for Updates
Assign Roles
Features That Use Configuration Keys
Data Entities

Module 18: Prepare Data for Migration to Finance and Operations Apps

Introduction
Select a Data Integration (Import/Export) Strategy
Common Migration Scenarios and Tools
Bring Your Own Database (BYOD)
Test a Data Migration and Validate Output

Module 19: Work with Data Management in Finance and Operations Apps

Introduction
Data Management Concepts
Use Data Entities for Data Management and Integration
Work with the Data Management Workspace
Using Standard and Enhanced Views for Tiles
Use Templates in Data Management
Export, Import, and Copy Data into a Legal Entity
Lab - Explore the Data Management Workspace
Lab - Export Data Using the Data Management Workspace
Database Movement Operations
Data Sharing Framework

Module 20: Perform User Acceptance Testing in Finance and Operations Apps

Introduction
Create User Acceptance Test Libraries
Record Test Cases and Save to BPM
Synchronise and Configure Your Test Plan in Azure DevOps
Run User Acceptance Tests
Data Task Automation
Exercise - Build Test Scripts to Test Business Functionality

Module 21: Prepare to Go-Live with Finance and Operations Apps

Introduction
Understand the Go-Live Process
Complete the Lifecycle Services Methodology
Perform User Acceptance Testing (UAT) for Your Solution
FastTrack Go-Live Assessment
Request a Production Environment

Module 22: Work with Analytics and Reporting in Finance and Operations Apps

Introduction
Understand Different Types of Reports and Inquiries
Financial Reporting
Find Inquiries and Reports
Generate and Consume Inquiries and Reports
Configure Finance and Operations Apps for Microsoft Power Platform
Lab - Work with Reports

Module 23: Configure Electronic Reporting in Dynamics 365 Finance

Introduction
Configure Electronic Reporting
Use Barcode Data Sources to Generate Barcode Images
Lab - Generate Electronic Documents for Payments

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Who should attend this Microsoft Dynamics 365 Core Finance and Operations MB300 Course?

The Microsoft Dynamics 365 Core Finance and Operations Course focuses on providing professionals with a foundational understanding of the core functionalities of the Dynamics 365 Finance and Operations application. It can be beneficial for a wide range of professionals, including:

ERP Consultants
Business Analysts
Functional Consultants
ERP Project Managers
IT Managers
Process Improvement Specialists
HR Managers

Prerequisites of the Microsoft Dynamics 365 Core Finance and Operations MB300 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Core Finance and Operations MB300 Course. However, a basic knowledge of ERP and CRM concepts can be beneficial for delegates.

Microsoft Dynamics 365 Core Finance and Operations Course Overview | MB300

The Microsoft Dynamics 365 Core Finance and Operations (MB-300) Course serves as a foundational introduction to the integrated management of finance and operations. This course is critical for professionals looking to streamline business processes and enhance financial performance using Microsoft Dynamics 365 technology.

Understanding this subject is essential for IT professionals, Financial Analysts, and Operations Managers aiming to leverage Dynamics 365 to optimise their business operations. Mastery of these tools facilitates improved decision-making and operational efficiency, crucial in today's competitive business environment.

The 1-day training provided by The Knowledge Academy equips delegates with the necessary skills to navigate and configure the core functionalities of Dynamics 365. This intensive session ensures that participants gain hands-on experience, setting the groundwork for further specialised learning and application.

Course Objectives

To introduce the basic concepts and architecture of Microsoft Dynamics 365 for Finance and Operations
To familiarise participants with the core modules of finance, human resources, and operations management
To provide practical skills in setting up and configuring the basic functionalities within Dynamics 365
To enhance understanding of data management and integration for streamlined operations
To develop the ability to troubleshoot common issues and understand system maintenance

Upon completion of this course, delegates will possess a robust foundation in Microsoft Dynamics 365 Core Finance and Operations, enabling them to implement and manage the system effectively within their organisations.

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What’s included in this Microsoft Dynamics 365 Core Finance and Operations MB300 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

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More information

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accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (4 days)

Classroom (4 days)

Online Self-paced (32 hours)

Microsoft Dynamics 365 Marketing MB220 Course Outline

Module 1: Set Up and Manage Dynamics 365 Customer Insights

Introduction to Dynamics 365 Customer Insights - Journeys
Start with a Trial of Dynamics 365 Customer Insights - Journeys
Purchase and Set Up Dynamics 365 Customer Insights - Journeys
Integrate Customer Insights - Journeys with a CMS System or Microsoft Power Pages
Re-run the Marketing Setup Wizard
Manage Environments
Keep the App Up to Date
Uninstall the Marketing Services

Module 2: Advanced Configuration for Dynamics 365 Customer Insights

Introduction
Overview
Email Marketing
Customer Engagement
Collaboration
Event Management
Lead Management
Data Management
Customer Insights Connector
Customise Dynamics 365 Customer Insights - Journeys

Module 3: Review Domain Authentication, Email Best Practices, and GDPR in Dynamics 365 Customer Insights

Introduction
Domain Authentication
Email Best Practices
Data Protection and Privacy and Personal Data Compliance

Module 4: Manage Assets and Content Settings in Dynamics 365 Customer Insights

Introduction
Upload Images
Manage Keywords
Create Reusable Content Blocks
Configure Content Settings

Module 5: Manage Customers in Dynamics 365 Customer Insights

Introduction
Manage Contacts
Manage Accounts
Account-Based Marketing
Manage Leads
Score and Qualify Leads

Module 6: Manage Forms and Pages in Dynamics 365 Customer Insights

Introduction
Create a Marketing Form
Add a Form to a Marketing Page
Embed Forms on External Websites
Create a Marketing Form Template
Create a Marketing Page
Set Up Marketing Page Personalisation
Create a Marketing Page Template
Exercise - Create a Marketing Form and Marketing Page

Module 7: Manage Emails, Segments, and Journeys in Dynamics 365 Customer Insights

Introduction
Create a Marketing Email
Deliver a Marketing Email with Send Now
A/B Testing for Email Marketing
Create an Email Template
Create and Manage Segments
Create a Segment Template
Market to Dynamics 365 Segments on LinkedIn
Use Segments from Dynamics 365 Customer Insights
Create a Customer Journey
Run A/B Testing from a Customer Journey
Generate Dynamic Behavioural Segments from Customer Journey Results
Create a Customer Journey Template
Exercise - Create a Customer Journey

Module 8: Manage Subscription Centers and Double Opt-In in Dynamics 365 Customer Insights

Introduction
Manage Subscription Centers
Set Up Global Double Opt-In
Set Up Double Opt-In on a Per-Form Basis

Module 9: Manage Website Visits, Redirect URLs, and Social Postings in Dynamics 365 Customer Insights

Introduction
Monitor Website Visits and Link Clicks
Marketing on Social Media

Module 10: Create an On-Site Event in Dynamics 365 Customer Insights

Introduction
Event Website Overview
Review the Event Business Process
Create the Event Record
Manage Sessions, Speakers, and Sponsorships
Configure Registration Options and Set Up Event Passes
Record Additional Information About the Event
Manage Event Logistics
Publish an Event
View the Event Website
Exercise - Create an On-Site Event

Module 11: Create a Webinar Event in Dynamics 365 Customer Insights

Introduction
Configure Webinar Settings
Create a Non-Teams Webinar Event
Create a Microsoft Teams Webinar Event
Build the Event Registration Form

Module 12: Promote Events, Manage Registration and Check-Ins, and Review Results in Dynamics 365 Customer Insights

Introduction
Promote Your Events
View and Manage Event Registrations
Book Hotel Rooms for Staff, Speakers, and Guests
View and Manage Event Attendance
Follow Up After the Event

Module 13: Advanced Event Management Features in Dynamics 365 Customer Insights

Introduction
Create and Manage Recurring Events
Create an Event Template

Module 14: Evaluate Marketing Initiatives with Analytics in Dynamics 365 Customer Insights

Introduction to Marketing Insights
Contact Insights
Lead Insights
Lead Scoring Insights
Account Insights
Segment Insights
Customer Journey Insights
Marketing Email Insights
Marketing Page and Form Insights
Website Insights
Social Insights
Redirect Insights

Module 15: Review the Marketing Calendar in Dynamics 365 Customer Insights

Introduction
Entity Level Calendars
Form-Level Calendars
Create and Customise Marketing Calendars

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Who should attend this Microsoft Dynamics 365 Marketing MB220 Course?

The Microsoft Dynamics 365 Marketing MB220 Training Course is designed to provide professionals with the knowledge and skills required to use the marketing capabilities of the Dynamics 365 Marketing application. Below are the professionals best suited for this course:

Marketing Managers
Digital Marketing Specialists
Marketing Automation Specialist
CRM Administrators
Marketing Analysts
Customer Engagement Managers
Sales and Marketing Professionals

Prerequisites of the Microsoft Dynamics 365 Marketing MB220 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Marketing MB220 Course.

Microsoft Dynamics 365 for Marketing (MB220) Course Overview

The Microsoft Dynamics 365 for Marketing (MB220) Course provides in-depth training on leveraging Dynamics 365 for marketing automation and campaign management. It covers essential concepts, tools, and techniques for designing, executing, and analysing marketing campaigns effectively.

Marketing professionals, Campaign Managers, and Digital Marketers must master Dynamics 365 for Marketing to elevate their marketing strategies and enhance customer engagement. Proficiency in Dynamics 365 for Marketing enables them to design targeted campaigns, automate processes, and deliver personalised experiences, fostering stronger connections with customers and driving business growth.

This 4-day training by the Knowledge Academy equips delegates with practical skills and knowledge in utilising Dynamics 365 for Marketing. Through hands-on exercises and real-world examples, participants will learn to create targeted campaigns, nurture leads, and measure marketing performance.

Course Objectives

To understand the key features and functionalities of Dynamics 365 for Marketing
To learn to design and execute marketing campaigns using Dynamics 365
To explore lead management and marketing automation capabilities
To gain insights into customer journey orchestration and personalisation
To prepare for the Microsoft Dynamics 365 for Marketing certification exam

Upon completion, participants will be proficient in leveraging Dynamics 365 for Marketing to drive successful marketing campaigns, enhance customer engagement, and achieve marketing objectives effectively.

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What’s included in this Microsoft Dynamics 365 Marketing MB220 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

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More information

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accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (3 days)

Classroom (3 days)

Online Self-paced (24 hours)

Microsoft Dynamics 365 Field Service MB240 Course Outline

Module 1: Configure Microsoft Dynamics 365 Field Service

Key Field Service Configuration Considerations
Define Field Service Products and Services
Work with Work Order Types, Territories, and Status Settings
Resolutions
Define Incident and Service Task Types
Define Account Preferences

Lab: Configure Field Service Settings

Module 2: Configure Bookable Resources in Dynamics 365 Field Service

Overview of Bookable Resources
Setup and Configuration
Define Bookable Resources
Work with Crews, Facilities, and Pools
Configure Entities for URS

Module 3: Schedule Crews, Facilities, and Resource Pooling in Dynamics 365 Field Service

Schedule Multiple Resources and Facilities
Define Resources
Work with Fulfillment Preferences
Work with Requirement Groups
Crew Facility Resource Pool Scheduling

Lab: Schedule Multiple Resources

Module 4: Work Order Management in Dynamics 365 Field Service

Field Service Work Order Lifecycle
Create and Define Work Orders
Work with Work Order-Related Records
Work with Incidents
Scheduling Considerations
Work with Inventory and Warehouses
Customer Assets

Module 5: Incident Types in Dynamics 365 Field Service

Define Incident Types
Create Incident Types
Use Incident Types

Module 6: Inspections in Dynamics 365 Field Service

Create Inspections
Associate Inspections
Perform Inspections

Module 7: Manage Scheduling Options in Dynamics 365 for Field Service

Scheduling Capabilities
Schedule Board
Schedule and Reschedule
Reschedule and Move Items

Module 8: Customise the Schedule Board in Dynamics 365 Field Service

Work with Multiple Schedule Boards
Schedule Board Options
Design and Use Views with the Schedule Board
Configure Schedule Board Filter Queries

Lab: Customise the Schedule Board

Module 9: Deploying Resource Scheduling Optimisation

Resource Scheduling Optimisation Overview
Setup and Deployment Options
RSO Configuration Options
Optimisation Goals
Optimisation Scopes
Optimisation Schedules

Module 10: Dynamics 365 Field Service Mobile Application

Deploy the Mobile Application
Work with the Mobile Application
Service Customer Assets
Work Offline and Update Offline Data
More Mobile Application Capabilities

Module 11: Customise and Configure the Dynamics 365 Field Service Mobile Application

Edit the Mobile Application
Offline Configuration
Barcode Scanning and Global Search
Audit Locations
Configure Push Notifications

Module 12: Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

Application Setup and User Configuration
Make Remote Assist Calls for Field Service Work Orders
Make Remote Assist Calls
Use Field Service Bookings on a HoloLens Device

Module 13: Customer Assets in Dynamics 365 Field Service

Create Customer Assets
Associate Customer Assets
Set Up Customer Asset Hierarchies
Use Functional Locations

Module 14: Set Up Field Service to Create Work Orders from IoT Data

Installation and Setup
Configure Connected Field Service
Device Data
Visualise Device Readings
IoT Alerts
Mobile App

Module 15: Create Custom Apps for Dynamics 365 Field Service

Create Apps from Power Apps
Deploy the Customer Experiences Portal
Customise Dynamics 365 Field Service
Universal Resource Scheduling
Set Up and Customise Schedule Boards

Module 16: Gather Customer Feedback with Dynamics 365 Customer Voice

Create a Project by Using the Support Template
Customise Email Templates with Survey Variables
Configure Power Automate to Send Surveys After a Case is Resolved
Create Surveys for Omnichannel Surveys and Satisfaction Metrics
Set Up Post Chat Surveys

Lab: Customise Email Templates with Survey Variables

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Who should attend this Microsoft Dynamics 365 Field Service MB240 Course?

The Microsoft Dynamics 365 Field Service Course is a training course designed to equip professionals with the knowledge and skills required to utilise the Field Service capabilities of Dynamics 365. This course can be beneficial for the professionals, including:

Field Service Managers
Field Technicians
Service Coordinators
Operations Managers
ERP Implementation Consultants
IT Managers
Consultants

Prerequisites of the Microsoft Dynamics 365 Field Service MB240 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Field Service MB240 Course.

Microsoft Dynamics 365 Field Service MB240 Course Overview

The Microsoft Dynamics 365 Field Service MB240 Course provides comprehensive training on utilising Dynamics 365 for field service management. It covers essential concepts, tools, and techniques for managing field operations, scheduling resources, and delivering onsite services efficiently.

Field Service Managers, Dispatchers, and Technicians must master Dynamics 365 Field Service to optimise operations and boost customer satisfaction. Proficiency in Dynamics 365 Field Service enables efficient resource allocation, streamlined processes, and prompt service delivery, ensuring satisfied customers and improved business outcomes.

This 3-day training by the Knowledge Academy equips delegates with practical skills and knowledge in utilising Dynamics 365 for Field Service. Through interactive sessions and real-world examples, participants will learn to schedule and dispatch resources, manage work orders, and optimise field service processes.

Course Objectives

To understand the key features and functionalities of Dynamics 365 for Field Service
To learn to schedule and dispatch resources efficiently using Dynamics 365
To explore mobile capabilities for technicians in Dynamics 365 Field Service
To gain insights into inventory management and asset tracking
To prepare for the Microsoft Dynamics 365 Field Service Certification Exam

Upon completion, delegates will excel in utilising Dynamics 365 for Field Service, streamlining operations, enhancing service delivery, and achieving operational excellence. They'll adeptly manage field operations, optimise resource allocation, and ensure efficient service delivery, fostering customer satisfaction and business success.

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What’s included in this Microsoft Dynamics 365 Field Service MB240 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

More information

See dates & prices

More information

See dates & prices

accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (1 days)

Classroom (1 days)

Online Self-paced (8 hours)

Microsoft Dynamics 365 Sales MB210 Course Outline

Module 1: Set up and Configure Dynamics 365 Sales

Introduction
Set Up and Configure the Application
Use Customisation Options
Set Up Security Roles

Module 2: Manage Leads with Dynamics 365 Sales

Dynamics 365 Leads Overview
Create Dynamics 365 Leads
Lead Management Lifecycle
Lead Qualification

Lab: Work with Dynamics 365 Leads

Module 3: Manage Opportunities with Dynamics 365 Sales

Dynamics 365 Opportunity Overview
Create Dynamics 365 Opportunities
Account and Team Selling
Opportunity Management Lifecycle

Lab: Manage Opportunities in Dynamics 365

Module 4: Work with Dynamics 365 Sales Insights

Sales Insights Configuration Overview
Create Insight Cards with Assistant Studio
Work with Assistant Studio
Configure Productivity Intelligence
Configure Relationship Insights
Configure Predictive Models

Module 5: Manage and organise your product catalogue with Dynamics 365 Sales

Dynamics 365 Product Catalogue Overview
Currencies and Currency Management
Define Products
Product Families
Price Lists
Product Catalogue Settings

Lab: Set up the Product Catalogue

Module 6: Process Sales Orders with Dynamics 365 Sales

Sales Order Processing Overview
Quotes and Quote Management
Orders and Invoices

Lab: Sales Order Processing Lifecycle

Module 7: Manage Relationships with Relationship Selling in Dynamics 365 Sales

Overview
Sales Accelerator
Enforce Best Practices with Playbooks
Manage Relationship Health with Sales Insights
Sales Navigator

Lab: Manage Relationships with Playbooks and Sales Insights

Module 8: Analyse Dynamics 365 Sales Data

Analytical Options Overview
Search Tools
Out-of-Box Tools
Power BI
Use Power BI Templates

Lab: Analyse Data

Module 9: Define and Track Individual Goals in Dynamics 365 Sales and Customer Service

Overview of Goals
Defining Individual Goals
Parent and Child Goals

Lab: Measuring Customer Success Using Goals

Module 10: Use Goal Metrics in Dynamics 365 Sales and Customer Service

Overview
Fiscal Year Settings
Goal Metrics

Lab: Defining Goal Metrics

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Who should attend this Microsoft Dynamics 365 Sales MB210 Course?

The Microsoft Dynamics 365 Sales Course is designed to equip professionals with the knowledge and skills required to use the sales management capabilities of the Dynamics 365 Sales application. This course can be beneficial for a variety of professionals, including:

Sales Managers
Business Development Managers
CRM Administrators
CRM Consultants
Account Managers
Sales Operations Analysts
Consultants

Prerequisites of the Microsoft Dynamics 365 Sales MB210 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Sales MB210 Course. However, a basic understanding of business applications can prove beneficial for delegates.

Microsoft Dynamics 365 Sales MB210 Course Overview

The Microsoft Dynamics 365 Sales MB210 Course offers comprehensive training on leveraging Dynamics 365 for sales management. It covers key concepts, tools, and techniques for driving sales productivity and effectiveness in organisations.

Sales, business development, and marketing professionals must master Dynamics 365 Sales to optimise sales processes and boost revenue generation. Mastery of Dynamics 365 Sales equips them with the tools and strategies needed to streamline workflows, manage leads effectively, and drive sales success in today's competitive business landscape.

This 1-day training by the Knowledge Academy provides delegates with practical skills and knowledge in utilising Dynamics 365 Sales effectively. Through interactive sessions and real-world examples, participants will learn to optimise sales workflows, manage customer relationships, and improve sales performance.

Course Objectives

To understand the core functionalities and features of Dynamics 365 Sales
To learn to manage leads, opportunities, and accounts effectively
To explore sales forecasting and pipeline management in Dynamics 365
To gain insights into sales analytics and reporting capabilities
To prepare for the Microsoft Dynamics 365 Sales Certification Exam

Upon completion, participants will be equipped with the necessary skills and knowledge to drive sales success using Dynamics 365 Sales, contributing to enhanced business performance and customer satisfaction.

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What’s included in this Microsoft Dynamics 365 Sales MB210 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

More information

See dates & prices

More information

See dates & prices

accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (3 days)

Classroom (3 days)

Online Self-paced (24 hours)

Microsoft Dynamics 365 Customer Service MB230 Course Outline

Within this training course you will learn the following modules:

Module 1: Get Started with Dynamics 365 Customer Service

Introducing Dynamics 365 Customer Service
Customer Service Core Components
Understand the Modern Customer Journey

Module 2: Managing Cases with Dynamics 365 Customer Service Hub

Case Management Overview
Case Creation and Lifecycle
Considerations for Case Creation Automation
Exercise - Create and Resolve Cases
Case Management Scenarios
Case Management Dashboard Scenarios
Case Management Work with Cases Scenarios
Work with Status Reason Transitions
Exercise - Manage Cases in Microsoft Dynamics 365

Module 3: Use Microsoft Dynamics 365 Customer Service Queues to Manage Case Workloads

Introduction to Microsoft Dynamics 365 Queues
Configure Tables for Queues
Create a Microsoft Dynamics 365 Queue
Work with Queues
Exercise - Use Queues to Manage Case Workloads
Routing Rule Sets
Exercise - Use Routing Rules to Assign Cases to Specific Queues

Module 4: Create or Update Records Automatically in Customer Service Hub

Introduction
Set Up Rules to Create or Update Records Automatically
Configure Rules for Creating or Updating Records Automatically
Map Records Manually with Power Automate
Complete and Activate your Rule
Use the Activity Monitor to Review and Track Rules

Module 5: Get Started with Unified Routing for Dynamics 365 Customer Service

Introduction
Route Cases by Using Basic Routing Rule Sets
Set Up Unified Routing
Create and Manage Users
Create and Manage Queues for Unified Routing
Set Up Workstreams for Record Routing

Module 6: Create and Manage Entitlements in Dynamics 365 Customer Service

Overview of Entitlements
Create Entitlement Records
Work with Entitlement Channels
Other Considerations
Exercise - Manage Support Contracts by Using Entitlements
Define Entitlement Templates

Module 7: Create Knowledge Management Solutions in Dynamics 365 Customer Service

Knowledge Management Overview
Create and Define Knowledge Articles
Knowledge Article Lifecycle
Manage Knowledge Article Versions, Categories, and Translations
Knowledge Article Publication
Exercise - Create and Maintain Knowledge Articles

Module 8: Use Knowledge Articles to Resolve Dynamics 365 Customer Service Cases

Knowledge Article and Case Resolution Overview
Enable and Configure Entities for Knowledge Search
Configure Article Search and Display Options
Search for Knowledge Articles
Exercise - Resolve Microsoft Dynamics 365 Cases by Using Knowledge Articles
Article Analytics

Module 9: Create a Survey Project with Dynamics 365 Customer Voice

Introduction
Dynamics 365 Customer Voice
Projects in Dynamics 365 Customer Voice
Create Your First Project
Exercise - Create a Basic Project

Module 10: Create Customer Surveys with Dynamics 365 Customer Voice

Introduction
Survey Headers and Branding
Add Branching Logic to Surveys
Personalise a Survey with Variables
Add Satisfaction Metrics to a Survey and Project
Add Multiple Languages for your Surveys
Exercise - Create a Basic Survey

Module 11: Send Dynamics 365 Customer Voice Surveys

Introduction
Create and Personalise Email Templates
Translate Email Templates into Other Languages
Email a Survey
Upload CSV Files
Use Links and QR Codes
Analyse Survey Reports
Exercise - Create an Email Template

Module 12: Automate Dynamics 365 Customer Voice Surveys with Power Automate

Introduction
Send a Survey with Power Automate
Create an Invitation
Expand Variables to Further Customise Surveys
Use the Locale Variable for Multilingual Surveys
Use Variables for Follow-Up Actions
Exercise – Create a Survey Invitation

Module 13: Set up Customer Service Scheduling

Introduction
Set Up Service Scheduling
Define Resources

Module 14: Schedule Services with Customer Service Scheduling

Introduction
Set Up Fulfillment Preferences
Create Service Activities
Schedule Service Activities

Module 15: Enhance Agent Productivity with Customer Services Workspace

Introduction
Explore the Customer Service Workspace User Interface
View and Edit Records
Work with Case Records
Use the Productivity Pane in Customer Service Workspace

Module 16: Create Custom Experiences for Agents with Agent Experience Profiles in Customer Service

Introduction
Create and Use Agent Experience Profiles to Manage Apps
Application Tab Templates
Session Templates
Manage Notification Settings and Templates
Use Templates in Workstreams

Module 17: Getting Started with Omnichannel for Customer Service

Introduction to Omnichannel for Customer Service
Use the Agent Interface
Manage Sessions and Work with Applications
Work with Conversations
Work with Customer Information
Helping an Agent's Productivity
Helping an Agent's Productivity

Module 18: Route and Distribute Work with Unified Routing in Dynamics 365 Customer Service

Introduction
Set Up Work Classification
Route Items to Queues
Set Up Work Assignments in Queues
Get Started with Intelligent Routing
Diagnostics

Module 19: Deploy an SMS Channel in Omnichannel for Dynamics 365 Customer Service

Introduction
Configure Phone Numbers and Messaging Accounts
Configure SMS Workstream
Configure SMS Workstream Options
Route SMS Conversations
Configure Additional Settings

Module 20: Deploy Chat Widgets with Omnichannel for Dynamics 365 Customer Service

Introduction to Chat Channels
Set Up a Workstream for Chat
Create a Chat Channel
Allow Chat Transcripts and File Downloads
Work with Prechat and Post-Chat Surveys
Embed a Chat Widget in a Portal
Use Proactive Chat

Module 21: Create Smart Assist Solutions in Omnichannel for Dynamics 365 Customer Service

Introduction
Work with Microsoft Adaptive Cards
Build a Smart Assist Bot
Integrate a Smart Assist Bot with Omnichannel for Customer Service

Module 22: Get Started with Customer Service Insights

Introduction to Customer Service Insights
Configure Customer Service Insights
Use Customer Service Analytics Dashboards in Power BI
Discover Customer Service Insights Dashboards
Discover Knowledge Search Analytics

Module 23: Create Visualisations for Dynamics 365 Customer Service

Introduction
Create and Use Charts
Create Dashboards for Customer Service
Use Power BI to View Customer Service Data

Module 24: Get Started with Connected Customer Service for Dynamics 365 and Azure IoT

Introduction
Choose a Deployment Type
Install Connected Customer Service
Customer Assets and Iot Alerts

Module 25: Register and Manage Devices with Connected Customer Service for Dynamics 365 and Azure IoT

Introduction
Generate Alerts from Iot Devices
Device Management and Interaction
Create and Send Commands to Iot Devices

Module 26: Create Custom Apps for Dynamics 365 Customer Service

Introduction
Create Power Apps for Dynamics 365 Customer Service
Deploy a Self-Service Portal for Customer Service
Customise Case Management

Module 27: Integrate a Power Virtual Agents bot with Omnichannel for Customer Service

Introduction
Create an Azure Active Directory application
Configure the Power Virtual Agents bot
Configure Omnichannel for Customer Service

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Who should attend this Microsoft Dynamics 365 Customer Service MB230 Course?

The Microsoft Dynamics 365 Customer Service (MB230) Course is designed to equip professionals with the knowledge and skills required to utilise the Customer Service capabilities of the Dynamics 365 Customer Service application. It is particularly beneficial for Functional Consultants, alongside professionals such as:

Customer Service Managers
Help Desk Managers
Contact Center Managers
CRM Implementation Consultants
CRM Project Managers
IT Managers
Consultants

Prerequisites of the Microsoft Dynamics 365 Customer Service MB230 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Customer Service MB230 Course.

Microsoft Dynamics 365 Customer Service MB230 Course Overview

The Microsoft Dynamics 365 Customer Service MB230 Course offers comprehensive training on utilising Dynamics 365 for customer service management. It covers essential concepts, tools, and techniques for delivering exceptional customer service experiences and building lasting customer relationships.

Customer service, support, and helpdesk professionals must master Dynamics 365 Customer Service to enhance service efficiency and boost customer satisfaction. Proficiency in Dynamics 365 Customer Service enables them to streamline processes, resolve issues promptly, and deliver exceptional support experiences, fostering stronger relationships with customers and improving business outcomes.

This 3-day training by the Knowledge Academy equips delegates with practical skills and knowledge in utilising Dynamics 365 for Customer Service. Through interactive sessions and real-world examples, participants will learn to manage cases, resolve customer issues, and deliver personalised support.

Course Objectives

To understand the key features and functionalities of Dynamics 365 for Customer Service
To learn to manage cases and queues efficiently using Dynamics 365
To explore knowledge management and self-service options for customers
To gain insights into service analytics and reporting capabilities
To prepare for the Microsoft Dynamics 365 Customer Service certification exam

Upon completion, participants will be proficient in leveraging Dynamics 365 for Customer Service to deliver superior support experiences, enhance customer satisfaction, and drive business success.

More information

See dates & prices

What’s included in this Microsoft Dynamics 365 Customer Service MB230 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

More information

See dates & prices

More information

See dates & prices

accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (5 days)

Classroom (5 days)

Online Self-paced (40 hours)

Microsoft Dynamics 365 Finance and Operations Apps Developer MB500 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Describe the Finance and Operations Apps

Introduction
Describe Enterprise Resource Planning (ERP)
Describe Finance and Operations Apps Use Cases
Describe the Finance and Operations Apps User Interfaces
Exercise: Navigate the Finance and Operations Apps

Module 2: Explore the Ecosystem and Main Components of Finance And Operations Apps

Finance and Operations Apps and Associated Apps
Finance + Operations On-Premises and Cloud-Based Finance and Operations Apps
Development and Deployment Processes
User Interface
Reporting Capabilities

Module 3: Key Differences Between Dynamics AX 2012 And Finance and Operations Apps

Introduction
Microsoft Programs to Help Customers
Microsoft Cloud
Cloud Concepts
Architecture Differences to Consider
Operational Differences to Consider

Module 4: Explore the Technical Architecture of Finance and Operations Apps

Differentiate Cloud and On-Premises Architecture
Elements, Models, And Packages
Application Components and Architecture
Metadata Management Processes
Source Control Processes
Conform Code to Organisation Policies
Overview of Lifecycle Services

Module 5: Implement Application Lifecycle Management in Finance and Operations Apps

ALM Methodologies
Design and Create Models
Plan the Build, Test, And Quality Control Processes
Identify Upgrade Scenarios and Appropriate Tools
Plan the Release, Change, And Risk Management Processes

Module 6: Manage Finance and Operations Apps Implementations by Using Lifecycle Services

Introduction
Perform Support Tasks
Provision and Manage Environments
Manage Asset Libraries
Manage the Code Update Process

Module 7: Start Developing for Finance and Operations Apps by Using Visual Studio

Introduction
Create and Build Projects
Create and Use Label Files
Manage Metadata by Using the Application Explorer
Build Deployment Packages
Synchronise Data Changes with The Database
Use the Element Designer to Create Elements

Lab: Create A Project and Add an Element

Module 8: Manage Source Code by Using Version Control in Finance and Operations Apps

Introduction
Configure Visual Studio to Connect to Azure Devops
Working in Visual Studio
Manage and Perform Code Reviews

Module 9: Build Extended Data Types and Enumerations for Finance and Operations Apps

Introduction
Extended Data Types and Element Properties
Base Enums and Element Properties

Lab: Create a Base Enumeration, Add Elements, and Update Properties

Module 10: Build Data Models in Finance and Operations Apps

Create Tables and Table Fields
Populate Table and Field Properties
Add Fields, Field Groups, Indexes, and Relations
Table Methods
Create, Manage, and Extend Views
Create, Manage, and Extend Queries
Create, Manage, and Extend Table Maps

Lab: Create a Table, Add Fields, And Create Field Groups

Module 11: Extend Elements in Finance and Operations Apps

Introduction
Add A Table Extension to a Project
Add A Form Extension to a Project
Extend Menus
Implement Delegates

Lab: Extend A Form and Add Controls

Module 12: Build Forms and Optimise Form Performance in Finance and Operations Apps

Introduction
Add A New Form to a Project and Apply A Pattern
Add A Data Source to a Form
Add Grids, Fields, And Groups to a Form
Form Methods
Create and Populate Menu Items
Create and Extend Menus
Test Form Functionality and Data Connections
Diagnose and Optimise Client Performance
Optimise Form Loading and Performance

Lab: Create a Form

Module 13: Create Classes in Finance and Operations Apps

Introduction
Add A Class to A Project
Add Code and Methods to Meet Business Requirements
Data Manipulation

Lab: Insert Records by Using a Runnable Class

Module 14: Explore Extensions and The Extension Framework in Finance and Operations Apps

Introduction
Customisation Models
Extension Points for Frameworks
Develop Code to Extend A Framework
Create Pre-Event and Post-Event Handler Classes
Implement the Sysoperationsandbox Framework

Lab: Extend An EDT

Module 15: Configure Your User Interface in Finance and Operations Apps

Introduction
Manage Menus: Favourites
Manage Menus: Dashboards by Role
Manage Menus: Key Performance Indicators
Manage Forms: Fields
Manage Forms: Filters and Ranges
Configure Reports
Exercise: Create Favourites
Exercise: View Role-Based Dashboards
Exercise: Change Form Fields and Queries
Exercise: Change Report Output

Module 16: Build Workspaces in Finance and Operations Apps

Design Kpis
Create Drill-Through Workspace Elements
Create Custom Reusable Report Functions by Using RDL
Implement Built-In Kpis, Charts, And Other Reporting Components
Exercise: Create A Workspace and Add a Tile, List, Link, And Power BI Element

Module 17: Get Started with Development Using X++ In Finance and Operations Apps

Introduction
Implement Base Types and Operators
Common Structured Programming Constructs Of X++
Use X++ To Write SQL Statements
Use Conditional and Iterative Statements
Exception Handling
Use Const Values
Use X++ Runtime Functions for Common Tasks
Call .NET Libraries by Using X++ Code

Module 18: Develop Object-Oriented Code in Finance And Operations Apps

Introduction
Explore Inheritance and Abstract Classes
Use Attributes
Implement Chain of Command
Implement X++ Scoping and Access Identifiers
Interfaces
Exercise: Create an Extension by Using Chain Of Command

Module 19: Build Reports for Finance and Operations Apps

Implement Business Document Management
Create and Modify Reports That Use SSRS
Implement Query Objects and Query Builder
Create and Modify Reports by Using Power BI
Create and Modify Reports by Using Excel
Exercise: Create and Deploy A Report

Module 20: Implement the Data Management Package API For Finance and Operations Apps

Introduction
Import and Export Apis
Monitor the Status of Apis
Manage Entity Change Tracking
Create Wrapper Classes to Consume External Web Services
Create Wrapper Classes with C#

Module 21: Explore the Test Framework and Tools in Finance and Operations Apps

Introduction
Unit Test Framework
Acceptance Test Library
Task Recorder
Best Practices Tool
Identify Various Categories and Types of Errors
Configure the Testing Environment and Prepare Data
Run Unit Tests
Document and Fix Issues

Module 22: Perform User Acceptance Testing in Finance and Operations Apps

Introduction
Create User Acceptance Test Libraries
Record Test Cases and Save To BPM
Synchronise and Configure Your Test Plan in Azure Devops
Run User Acceptance Tests
Data Task Automation
Exercise: Build Test Scripts to Test Business Functionality

Module 23: Explore Reporting Tools in Finance and Operations Apps

Introduction
Create and Modify Report Data Sources and Supporting Classes
Implement Reporting Security Requirements
Publish A Report

Lab: Set Authorisation Requirements on Database Tables

Module 24: Compare Reporting and Analytics in Finance and Operations Apps with Dynamics AX 2012

Introduction
Reporting and Power BI Analysis
Reporting Options
Data Export Components
Modernise Your Data Warehouse
Modernise Your Analytics and Reporting

Module 24: Identify Data Integration Patterns and Scenarios in Finance And Operations Apps

Introduction
Select an Integration API
Synchronous and Asynchronous Patterns
Data Integration Scenarios

Module 26: Implement Data Integration Concepts and Solutions for Finance and Operations Apps

Introduction
Develop an Entity and Enable It for Data Export
Implement Custom Services
Expose Odata Endpoints from Data Entities
Consume External Web Services
Integrate Finance and Operations Apps with Microsoft Excel
Integrate Finance and Operations Apps with External Applications by Using Power Apps
Download Electronic Document Interchange Solutions
Verify Source and Target Data for Auditing
Debug with JSON Web Tokens

Module 27: Data Integrations with Finance and Operations Apps

Introduction
Set Up A Data Project and Recurring Data Job
Exercise - Create A Data Project and Recurring Data Job
Implement Authorisation to Support Integration
Monitor Status and Availability of Entities
Develop Data Transformation
Microsoft Dataverse Integrations
Integrate Dataverse By Using Virtual Entities
Work with Composite Data Entities
Azure Data Lake and Entity Store
Connect to Azure Data Lake Storage
Change Data in Azure Data Lake
Power Platform Convergence

Module 28: Connect to Microsoft Power Platform Services with Finance and Operations Apps

Connect Your Finance and Operations Apps Data Using Power Automate
Triggers and Actions Used in Power Automate for Finance and Operations Apps
Connect to Your Finance and Operations Apps Data with Power Apps
Finance and Operations Data on Common Data Model and Microsoft Dataverse

Module 29: Dual-Write Implementation for Dynamics 365 Solutions

Introduction
Dual-Write Implementation Workshop Overview
Prepare for The Workshop
Workshop Implementation and Follow-Up

Module 30: Work with Data Management in Finance and Operations Apps

Introduction
Data Management Concepts
Use Data Entities for Data Management and Integration
Work with the Data Management Workspace
Using Standard and Enhanced Views for Tiles
Use Templates in Data Management
Export, Import, And Copy Data into A Legal Entity
Database Movement Operations
Data Sharing Framework

Lab: Explore the Data Management Workspace

Lab: Export Data Using the Data Management Workspace

Module 31: Work with Performance and Monitoring Tools in Finance and Operations Apps

Introduction

Diagnose Performance Issues by Using Trace Parser
Load Testing by Using the Performance SDK
Monitor Performance by Using SQL Insights
Create A SQL Trace by Using the SQL Profiler
Monitor Server Health Metrics in Lifecycle Services
Exercise: Use the Environment Monitoring Tool in Lifecycle Services

Module 32: Implement Role-Based Security in Finance and Operations Apps

Introduction
Create and Modify Duties, Privileges, And Permissions
Enforce Permissions Policy
Extensible Data Security Framework
Apply Security Permissions
Microsoft Entra ID and Oauth 2.0 Authentication

Lab: Create A New Security Role and Add Duties

Module 33: Plan and Implement Security in Finance and Operations Apps

Introduction
Understand the Security Architecture
Encryption in Finance and Operations Apps
Manage Users and Security
Set Up and Apply Segregation of Duties
Run Security Reports
Stay Compliant with User Licensing Requirements
Security Diagnostics for Task Recordings
Extensible Data Security Policies
Exercise - Import A User and Assign Security Role

Lab: Work with Security

Module 34: Apply Basic Performance Optimisation in Finance and Operations Apps

Introduction
Identify and Apply Caching Mechanisms
Optimise Temporary Table Usage
When to Use Set-Based Statements and Row-Based Operations
Query Optimisation Principles
Modify the Scope of a Variable
Analyse and Optimise Concurrency
Apply Parallel Processing Algorithms
Implement the Async Framework
Develop Windows Powershell Scripts

Lab: Create Runnable Classes in Visual Studio to Test Code

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Who should attend this Microsoft Dynamics 365 Finance and Operations Apps Developer MB500 Course?

The Microsoft Dynamics 365 Finance and Operations Apps Developer MB500 Course is designed to equip professionals with the knowledge and skills required to develop, customise, and extend applications within the Dynamics 365 Finance and Operations suite. This can be beneficial for the following professionals:

Software Developers
ERP Developers
Technical Consultants
Integration Specialists
ERP Implementation Consultants
IT Professionals
Technical Project Managers

Prerequisites of the Microsoft Dynamics 365 Finance and Operations Apps Developer MB500 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Finance and Operations Apps Developer MB500 Course. However, a basic understanding of ERP and CRM concepts will be beneficial for delegates.

Microsoft Dynamics 365: Finance and Operations Apps Developer Course Overview | MB500

In today's fast-evolving business landscape, mastering integrated business solutions is crucial. Dynamics 365 Training encapsulates a comprehensive approach to modern business processes, making it an indispensable asset for corporations seeking streamlined operations and enhanced decision-making capabilities.

The IT professionals and developers can benefit a lot by understanding the intricacies of Dynamics 365. Specifically tailored for those involved in finance and operations, gaining a Microsoft Dynamics 365 Certification equips professionals with the necessary skills to innovate and optimise business solutions effectively.

This 5-day training by the Knowledge Academy is meticulously designed to empower delegates with practical skills and insights. Attendees will explore advanced features and customisation techniques, ensuring they can tackle real-world challenges in their professional settings effectively.

Course Objectives

To understand the core components of Dynamics 365 for Finance and Operations
To learn to customise and configure the system to meet business requirements
To gain proficiency in using the development tools provided by Microsoft Dynamics
To develop skills to integrate Dynamics 365 with other Microsoft services
To prepare for the Dynamics 365 Certification to advance professional credibility

Upon completion of this Dynamics 365 Course, delegates will be well-equipped to implement and manage Dynamics 365 solutions. This will allow them to contribute significantly to business efficiency and growth.

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What’s included in this Microsoft Dynamics 365 Finance and Operations Apps Developer MB500 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

More information

See dates & prices

More information

See dates & prices

accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (1 days)

Classroom (1 days)

Online Self-paced (8 hours)

Microsoft Dynamics 365 Fundamentals MB920 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Describe the Finance and Operations Apps

Introduction
Describe Enterprise Resource Planning (ERP)
Describe Finance and Operations Apps Use Cases
Describe the Finance and Operations Apps User Interfaces
Exercise: Navigate the Finance and Operations Apps

Module 2: Describe Reporting and Integration Capabilities in Finance and Operations Apps

Introduction
Describe Reporting Options
Describe How to Use Power BI to Analyse 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

Module 3: Describe Dynamics 365 Finance Core Capabilities

Introduction
Describe Finance Capabilities and Features
Describe Organisation and Legal Entities
Describe Number Sequence Functionality
Describe Tax Capabilities
Describe Cost Accounting Concepts

Module 4: Describe the General Ledger in Dynamics 365 Finance

Introduction
Describe the Chart of Accounts Functionality
Describe Financial Dimensions and Dimension Set Concepts
Describe Periodic Financial Processes
Describe Journaling Concepts
Exercise: Create a Main Account

Module 5: Describe Accounts Payable and Accounts Receivable in Dynamics 365 Finance

Introduction
Describe Core Accounts Payable Components
Describe Vendor Payments and Settlements
Describe Core Accounts Receivable Components
Describe Credit and Collection Processes
Describe Revenue Recognition

Module 6: Explore Expense Management, Fixed Asset Management, and Budgeting in Dynamics 365 Finance

Introduction
Describe Cash and Bank Management Concepts
Describe Expense Management
Describe Fixed Asset Management
Describe Budgeting Capabilities

Module 7: Describe the General Capabilities of Dynamics 365 Supply Chain Management

Introduction
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
Exercise: Create A Purchase Order
Describe the Order-To-Cash Process

Module 8: Describe Warehouse and Inventory Management Capabilities In Dynamics 365 Supply Chain Management

Introduction
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

Module 9: Describe Manufacturing Strategies in Dynamics 365 Supply Chain Management

Introduction
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 Optimisation
Exercise: Create a Production Order

Module 10: Describe Dynamics 365 Commerce Capabilities

Introduction
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
Exercise: Create a Product Assortment
Explore Store Commerce
Describe E-Commerce Capabilities

Module 11: Describe Dynamics 365 Commerce Clienteling Capabilities and Dynamics 365 Fraud Protection

Introduction
Describe Loyalty Programs
Describe How to Create Personalised Customer Experiences by Using Clienteling
Describe Fraud Protection

Module 12: Describe Dynamics 365 Human Resources Core Capabilities

Introduction
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

Module 13: Describe Personnel Management Capabilities in Dynamics 365 Human Resources

Introduction
Describe Self-Service Capabilities
Describe Employee Training and Certification Features
Describe Performance Management Capabilities

Module 14: Identify Project Life Cycle Management Capabilities in Dynamics 365 Project Operations

Introduction
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

Module 15: Describe the Project Planning and Execution Capabilities of Dynamics 365 Project Operations

Introduction
Describe Project Planning
Describe Project Scheduling and Resourcing
Describe Work Breakdown Structures
Describe Project Invoicing
Describe Project Cost Tracking
Describe Project Budget Capabilities

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Who should attend this Microsoft Dynamics 365 Fundamentals (ERP) MB920 Course?

The Microsoft Dynamics 365 Fundamental MB920 Course is designed to provide professionals with a foundational understanding of the core concepts and capabilities of Microsoft Dynamics 365 for Enterprise Resource Planning (ERP). Below are some professionals who can have benefits from this course:

Business Analysts
ERP Implementation Consultants
Decision-makers
Project Managers
Operations Managers
IT Managers
Technical Project Managers
Consultants

Prerequisites of the Microsoft Dynamics 365 Fundamentals (ERP) MB920 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Fundamentals (ERP) MB920 Course. However, a basic understanding of financial principles, business operations, and cloud computing can be advantageous.

Microsoft Dynamics 365 Fundamentals MB920 Course Overview

The Microsoft Dynamics 365 Fundamentals MB920 Course offers a comprehensive overview of Dynamics 365, a vital platform for business management and customer relationship management. It covers essential concepts, features, and functionalities, highlighting its relevance in modern enterprises.

Professionals across sales, marketing, customer service, and IT sectors must pursue Dynamics 365 Certification for a competitive edge and career advancement. It equips them with sought-after skills in modern business management, ensuring they remain relevant and valuable in today's dynamic job market.

This 1-day training by the Knowledge Academy provides delegates with practical knowledge and hands-on experience in utilising Dynamics 365 effectively. Through interactive sessions and real-world examples, participants will gain valuable insights into leveraging Dynamics 365 to streamline business processes and improve customer engagement.

Course Objectives

To understand the fundamental concepts and architecture of Dynamics 365
To explore the various modules and applications available in Dynamics 365
To learn to navigate the Dynamics 365 interface and perform basic tasks
To gain insights into best practices for implementing and customising Dynamics 365
To prepare for the Microsoft Dynamics 365 Fundamentals Certification exam

Upon completion, delegates will be equipped with the necessary skills and knowledge to leverage Dynamics 365 effectively within their organisations. This will allow them to drive productivity and achieving business goals within their working space.

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What’s included in this Microsoft Dynamics 365 Fundamentals (ERP) MB920 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

More information

See dates & prices

More information

See dates & prices

accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (1 days)

Classroom (1 days)

Online Self-paced (8 hours)

Microsoft Power Platform Fundamentals PL900 Course Outline

Module 1: Describe the Business Value of the Microsoft Power Platform

Introduction
Explore Microsoft Power Platform
Describe the Business Value of the Power Platform
Explore Connectors and Microsoft Dataverse
How Power Platform Works with Microsoft 365 Apps and Services?
How Power Platform Works with Microsoft Teams?
How Power Platform Works with Microsoft Dynamics 365 Apps?
How Power Platform Solutions Consume Microsoft Azure Services?
Explore How Microsoft Power Platform Apps Work Together

Module 2: Identify Foundational Components of Microsoft Power Platform

Introduction
Describe Power Platform Administration
Describe Power Platform Security and Governance
Explore Microsoft Dataverse
Examine Power Platform Connectors
Exercise - Build a Basic Dataverse Data Model

Module 3: Describe How to Build Applications with Microsoft Power Apps

Introduction
Describe Power Apps
Explore Canvas Applications
Explore Model-Driven Applications
Differentiate Between Canvas Apps and Model-Driven Apps
Build a Basic Canvas App
Exercise: Build a Canvas App
Build a Basic Model-Driven App
Exercise: Build a Basic Model-Driven App

Module 4: Describe Building Automation with Microsoft Power Automate

Introduction
Describe the Capabilities of Power Automate
Explore the Different Power Automate Apps
Describe the Components of a Cloud Flow
Consider Power Automate Scenarios
Build a Basic Power Automate Cloud Flow
Build a Desktop Flow
Exercise: Build a Basic Power Automate Flow
Describe the Business Value of Power Automate

Module 5: Describe the Capabilities of Microsoft Power BI

Introduction
Describe Using Power BI to Build Data-Driven Analytics
Explore the Different Power BI Elements
Describe Cleaning and Transforming Data
Describe Using AI Insights to Spot Trends and Anomalies
Build a Basic Dashboard
Consider the Business Value of Power BI

Module 6: Describe Complementary Microsoft Power Platform Solutions

Introduction
Describe Power Virtual Agents
Build a Basic Chatbot
Explore Power Pages
Describe the Business Value of Power Pages
Build a Power Pages Site
Describe AI Builder

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Who should attend this Microsoft Power Platform Fundamentals PL900 Course?

The Microsoft Power Platform Fundamentals (PL900) Course is designed to introduce professionals to the core concepts and capabilities of the Microsoft Power Platform. This Power Platform Certification Course can be beneficial for a wide range of professionals, including:

Business Analysts
Data Analysts
Decision-Makers
Project Managers
Operations Managers
IT Managers
Sales and Marketing Professionals
Consultants

Prerequisites of the Microsoft Power Platform Fundamentals PL900 Course

There are no formal prerequisites for this Microsoft Power Platform Fundamentals PL900 Training.

Microsoft Power Platform Fundamentals PL900 Course Overview

The Microsoft Power Platform Fundamentals PL900 Course offers an essential introduction to the Power Platform, a suite of applications designed to democratise data and empower organisations. With the rise of data-driven decision-making, understanding Power Platform’s capabilities in automating processes, analysing data, and building apps is crucial. This course provides the foundational knowledge needed to leverage these tools effectively, making it highly relevant in today’s tech-driven business environment.

Proficiency in Microsoft Power Platform is increasingly vital as businesses strive for greater efficiency and innovation. Professionals in roles such as Business Analysts, IT professionals, and those involved in process improvement will significantly benefit from mastering the Power Platform. This training equips them with the skills to streamline operations, enhance data insights, and drive digital transformation, thereby enhancing their value within their organisations.

This intensive 1-day Microsoft Power Platform Fundamentals PL900 training in India offered by The Knowledge Academy is designed to equip delegates with the essential skills and knowledge to use the Microsoft Power Platform effectively. Participants will gain hands-on experience with Power BI, Power Apps, Power Automate, and Power Virtual Agents. The course covers practical applications, enabling delegates to create custom apps, automate workflows, and analyse data efficiently, thus enhancing their ability to contribute to organisational goals.

Course Objectives

To understand the components and capabilities of Microsoft Power Platform
To learn how to create custom apps using Power Apps
To automate workflows using Power Automate
To analyse data and create reports using Power BI
To build and deploy chatbots using Power Virtual Agents
To integrate Power Platform solutions with other Microsoft services

After completing the Microsoft Power Platform Fundamentals PL900 Course in India, delegates will receive a certification validating their proficiency in using the Power Platform tools. This certification enhances their professional credentials and demonstrates their ability to contribute to digital transformation initiatives within their organisations.

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What’s included in this Microsoft Power Platform Fundamentals PL900 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

More information

See dates & prices

More information

See dates & prices

accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (5 days)

Classroom (5 days)

Online Self-paced (40 hours)

Microsoft Power Platform Developer PL400 Course Outline

Module 1: How to Build Your First Model-Driven App with Dataverse

Introduction to Dataverse
Introduction to Model-Driven Apps
Model-Driven Apps, Powered by Microsoft Dataverse
Explore Sample Apps

Module 2: Get Started with Model-Driven Apps in Power Apps

Introducing Model-Driven Apps
Components of Model-Driven Apps
Design Model-Driven Apps
Exercise - Control Security When Sharing Model-Driven Apps
Exercise - Create a Model-Driven App

Module 3: Manage Tables in Dataverse

Identify Tables and Table Types in Dataverse
Create a Custom Table
Enable Attachments Within a Table
Licensing Requirements for Each Table Type
Lab - Create a New Custom Table and Enable Attachments

Module 4: Create and Manage Columns Within a Table in Dataverse

Define Columns in Microsoft Dataverse
Column Types in Microsoft Dataverse
Add a Column to a Table
Create a Primary Name Column
Restrictions That Apply to Columns in a Table
Create an Auto Numbering Column
Create an Alternate Key
Exercises

Module 5: Working with Choices in Dataverse

Define Choice Column
Standard Choices Column
Lab - Create a New Choice or Modify an Existing Choice

Module 6: Create a Relationship Between Tables in Dataverse

Relate One or More Tables - Introduction
Relationship Types That Are Available in Microsoft Dataverse
Create a One-to-Many Relationship Between Tables
Create a Many-to-Many Relationship Between Tables
Edit or Delete Relationships
Exercise - Create Two Tables and Relate Them by Using a One-to-Many Relationship

Module 7: Define and Create Business Rules in Dataverse

Define Business Rules - Introduction
Define the Components of a Business Rule
Create a Business Rule
Exercise - Create a Business Rule

Module 8: Create and Define Calculation or Rollup Columns in Dataverse

Introduction to Rollup Columns
Create a Rollup Column
Introduction to Calculation Columns
Create a Calculation Column
Exercise - Create a Rollup Column
Exercise - Create a Calculation Column

Module 9: Get Started with Security Roles in Dataverse

Introduction to Environment Roles
Understand Environment Roles
Adding or Disabling an Environment User
Understand Security Concepts in Dataverse
Understand User Security Roles and Security Role Defaults
Exercise - Create a Custom Role
Check the Roles That a User Belongs To
Configure Dataverse Teams for Security
Configure Dataverse Group Teams for Security

Module 10: Get Started with Power Apps Canvas Apps

Introduction to Power Apps
Power Apps Building Blocks
Exercise - Create Your First App in Power Apps
Ways to Build Power Apps
Power Apps Related Technologies
Additional Power Apps Related Technologies
Designing a Power Apps App

Module 11: Customise a Canvas App in Power Apps

Improve Apps by Making Basic Customisations in Power Apps
Create a Navigation Model for Your Canvas App
Explore Screens and Controls in Power Apps
Exercise - Get Started with Functions in Power Apps

Module 12: Manage Apps in Power Apps

Exercise - Manage App Versions in Power Apps
Exercise - Share Apps in Power Apps
Exercise - Understand Environments in Power Apps
Power Apps Review

Module 13: Navigation in a Canvas App in Power Apps

Understanding Navigation
Navigation and Back Function
Lab - Create Navigation Functions
More Ways to Use the Navigation Function

Module 14: How to Build the UI in a Canvas App in Power Apps

Use Themes to Quickly Change the Appearance of Your App
Branding a Control
Icons
Images
Personalisation
Using the Tablet or Phone Form Factors
Exercise - Create UI for a New Canvas App

Module 15: Use and Understand Controls in a Canvas App in Power Apps

Introduction to Controls
Core Properties of Controls
Entering and Displaying Data with Text Controls
Additional Controls for Enhancing Your App's Usability
Media
Lab - Create a Canvas App with Unique Controls

Module 16: Document and Test Your Power Apps Application

Create Test Plans
User Interface Testing
Performance Optimisation
Diagnostics and Analytics
Documentation and the Customer

Module 17: Use Imperative Development Techniques for Canvas Apps in Power Apps

Imperative Versus Declarative Development
Three Types of Variables in Power Apps
Global Variables
Contextual Variables
Collections
Additional Variable Concepts
Exercise - Using the Variables and Collections

Module 18: Create Formulas That Use Tables, Records, and Collections in a Canvas App in Power Apps

Formulas That Process Multiple Records
Math Operations on Tables
Combine and Separate Records
ForAll Function
Lab - Using the ForAll Function in a Gallery

Module 19: Perform Custom Updates in a Power Apps Canvas App

Sometimes You Need Something More Than Forms
Using the Patch Function to Create and Edit Records
Deleting Record(s) from Data Sources and Collections
Using Patch Function to Update a Gallery

Module 20: Complete Testing and Performance Checks in a Power Apps Canvas App

Importance of Thinking About Performance
Improve Performance with Data Sources
Testing and Troubleshooting Your App
Exercise - Using the Concurrent Function to Test Performance

Module 21: Work with Relational Data in a Power Apps Canvas App

What is Relational Data?
Work with Relationships in Power Apps
Exercise - Work with Relational Data
Microsoft Dataverse for Apps Makes Relationships Even Easier

Module 22: Work with Data Source Limits (Delegation Limits) in a Power Apps Canvas App

Delegation Overview
Functions, Predicates, and Data Sources Combine to Determine Delegation
Delegation Warnings, Limits, and Non-Delegable Functions

Module 23: Connect to Other Data in a Power Apps Canvas App

Overview of Different Data Sources
Work with Action-Based Data Sources
Power Automate Is a Companion to Power Apps

Module 24: Use Custom Connectors in a Power Apps Canvas App

Overview of Custom Connectors
Overview of the Custom Connector Lifecycle
Use Postman for Your Custom Connector

Module 25: Get Started with Power Automate

Introducing Power Automate
Exercise - Create Your First Flow
Exercise - Create Recurring Flows
Exercise - Monitor Incoming Emails
Exercise - Share Flows
Troubleshoot Flows

Module 26: Build Approval Flows with Power Automate

Provide Solutions to Real-World Scenarios
Exercise - Build an Approval Request
Exercise - Build a Flow That Processes an Approval Request
Exercise - Learn to Build a Flow That Runs at Recurring Time Intervals
Exercise - Create a Business Process Flow
Exercise - Create a Business Process Flow That Has Conditions

Module 27: Introduction to Expressions in Power Automate

Introduction to Expressions
Get Started with Expressions
Notes Make Things Easier
Types of Functions
Write Complex Expressions
Exercise - Creating a Manual Flow and Using Expressions

Module 28: Introduction to Microsoft Power Platform Developer Resources

Introduction to Microsoft Power Platform for Developers
Overview of Microsoft Dataverse and the Common Data Model
Extending Power Platform with Azure

Module 29: Use Developer Tools to Extend Microsoft Power Platform

Introduction to Developer Microsoft Power Platform Tooling
Exercise - Install and Use Developer Tools
Solutions Overview
Deploy Apps with Package Deployer
Exercise - Use the Power Apps CLI

Module 30: Introduction to Extending Microsoft Power Platform

Introduction
User Experience Extensibility
Microsoft Dataverse Extensibility
Exercise - Create a Custom API
Determine When to Configure or When to Code

Module 31: Introduction to Dataverse for Developers

Introduction to Developing with Microsoft Dataverse
Microsoft Dataverse Extensibility Model
Event Framework

Module 32: Extend Plug-ins

Introduction to Plug-ins
Plug-ins Usage Scenarios
Custom Workflow Extensions
Plug-in Execution Context
Exercise - Write Your First Plug-in
Exercise - Write a Custom Workflow Extension

Module 33: Performing Common Actions with Client Script

Introduction to Client-Side Scripting
Upload Scripts
Event Handlers
Context Objects
Client Scripting Common Tasks
Exercise - Use Client Script to Hide a Form Section

Module 34: Automate Business Process Flows with Client Script

Conducting Global Operations with the Client API Xrm Object
Client Scripting Best Practices
Debugging Client Script
Exercise - Use Table Data from Client Script

Module 35: Get Started with Power Apps Component Framework

Introduction to Power Apps Component Framework
Power Apps Component Framework Architecture
Power Apps Component Tooling
Demo of Power Apps Code Component

Module 36: Build a Power Apps Component

Introduction to Creating a Code Component
Create a Code Component Solution Package
Test and Debug Code Components

Module 37: Use Advanced Features with Power Apps Component Framework

Introduction to Using React Within a Power Apps Component
Use the Formatting API in a Power Apps Component
Use the Microsoft Dataverse Web API in a Power Apps Component
Write a Pop-Up Power Apps Component

Module 38: Work with Dataverse Web API

Introduction to the Microsoft Dataverse Web API
Authenticate Against Microsoft Dataverse by Using OAuth
Interact with Microsoft Dataverse Web API by Using Postman
Use OData to Query Data
Use FetchXML to Query Data
Call Power Automate Actions from the Web API
Use the Web API to Impersonate Another User
Track Entity Data Changes with Change Tracking and the Web API

Module 39: Integrate Dataverse Azure Solutions

Microsoft Dataverse Azure Solutions Overview
Expose Microsoft Dataverse Data to Azure Service Bus
Write a Service Bus Event Listener That Consumes Microsoft Dataverse Messages
Publish Microsoft Dataverse Events with Webhooks
Write an Azure Function That Processes Microsoft Dataverse Events

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Who should attend this Microsoft Power Platform Developer PL400 Course?

The Microsoft Power Platform Developer PL400 Course is designed to equip professionals with the skills and knowledge required to create custom applications and solutions using the Microsoft Power Platform. Below are some professionals who can have benefit from this course:

App Developers
Power Platform Developers
Business Analysts
IT Professionals
Citizen Developers
IT Managers
Data Professionals
Consultants

Prerequisites of the Microsoft Power Platform Developer PL400 Course

Delegates must have a basic knowledge of Power Platform, alongside development experience in JavaScript, JSON, TypeScript, C#, HTML, .NET, Microsoft Azure, Microsoft 365, RESTful Web Services, ASP.NET, and Power BI.

Microsoft Power Platform Developer PL400 Course Overview

The Microsoft Power Platform is transforming business dynamics by enabling companies to build, manage, and deploy applications at scale. Dynamics 365 Training introduces participants to the essential tools and capabilities of the Power Platform, demonstrating its relevance in today's digital economy.

Understanding the Microsoft Power Platform is crucial for Developers, IT professionals, and Business Analysts. These professionals should aim for a Dynamics 365 Certification to master the integration of automation, analytics, and data visualisation with Dynamics 365, enhancing their ability to support business growth and digital transformation.

The Knowledge Academy's 5-day Dynamics 365 Course on the Power Platform equips delegates with practical, hands-on experience. The training focuses on creating solutions that streamline business operations, by simplifying and transforming business tasks and processes, thereby boosting efficiency and productivity in the workplace.

Course Objectives

To master the fundamentals of the Microsoft Power Platform
To develop custom applications using Power Apps
To automate workflows using Power Automate
To analyse data with Power BI integration
To prepare for the Microsoft Dynamics 365 Certification

Upon completion of this Dynamics 365 Course, delegates will possess a robust understanding of the Microsoft Power Platform's capabilities. This would prepare them to deliver innovative business solutions and drive digital transformation initiatives effectively.

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What’s included in this Microsoft Power Platform Developer PL400 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

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More information

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accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (4 days)

Classroom (4 days)

Online Self-paced (32 hours)

Microsoft Power Platform App Maker PL100 Course Outline

Module 1: Business Value of the Microsoft Power Platform

Introduction
Explore Microsoft Power Platform
Describe the Business Value of the Power Platform
Explore Connectors and Microsoft Dataverse
Describe How Power Platform Works with Microsoft 365 Apps and Services
Explore How Power Platform Works with Microsoft Teams
Describe How Power Platform Works with Microsoft Dynamics 365 Apps
Describe How Power Platform Solutions Consume Microsoft Azure Services
Explore How Microsoft Power Platform Apps Work Together

Module 2: Build Your First Model-Driven App with Dataverse

Introduction to Dataverse
Introduction to Model-Driven Apps
Model-Driven Apps, Powered by Microsoft Dataverse
Explore Sample Apps

Module 3: Create Tables in Dataverse

Introduction to Microsoft Dataverse
Table Characteristics
Exercise - Create a Microsoft Dataverse Table
Exercise - Import Data into Your Microsoft Dataverse Database
Table Relationships
Exercise - Create Table Relationships
Dataverse Logic and Security
Exercise - Create a custom Table and Import Data
Dataverse Auditing
Dual-Write Vs. Virtual Tables

Module 4: Get Started with Model-Driven Apps in Power Apps

Introducing Model-Driven Apps
Components of Model-Driven Apps
Design Model-Driven Apps
Exercise
Exercise - Control Security When Sharing Model-Driven Apps
Exercise - Create a Model-Driven App

Module 5: Create and Manage Columns within a Table in Dataverse

Define Columns in Microsoft Dataverse
Column Types in Microsoft Dataverse
Add a Column to a Table
Create a Primary Name Column
Restrictions that Apply to Columns in a Table
Create an Auto Numbering Column
Create an Alternate Key
Exercises

Module 6: Get Started with Security Roles in Dataverse

Introduction to Environment Roles
Understand Environment Roles
Adding or Disabling an Environment User
Understand Security Concepts in Dataverse
Understand User Security Roles and Security Role Defaults
Exercise - Create a Custom Role
Check the Roles that a User Belongs to
Configure Dataverse Teams for Security
Configure Dataverse Group Teams for Security

Module 7: Document and Test your Power Apps application

Create Test Plans
User Interface Testing
Performance Optimisation
Diagnostics and Analytics
Documentation and the Customer

Module 8: Get Started with Microsoft Dataverse for Teams

Introduction
Provision your First Dataverse Environment
Create your First Table to Store Data

Module 9: Build your First App with Power Apps and Dataverse for Teams

Introduction
Create your First App with the Hero Template
Customise your App with Power Apps Studio
Publish your App
Install Template Apps

Module 10: Create a Canvas App in Power Apps

Introduction to Power Apps
Power Apps Building Blocks
Exercise - Create your First App in Power Apps
Ways to Build Power Apps
Power Apps Related Technologies
Additional Power Apps Related Technologies
Designing a Power Apps app

Module 11: Navigation in a Canvas App in Power Apps

Understanding Navigation
navigation and Back Function
Lab - Create Navigation Functions
More Ways to Use the Navigation Function

Module 12: Build the UI in a Canvas App in Power Apps

Use Themes to Quickly Change the Appearance of Your App
Branding a Control
Icons
Images
Personalisation
Using the Tablet or Phone form Factors
Exercise - Create UI for a New Canvas App

Module 13: Use and Understand Controls in a Canvas App in Power Apps

Introduction to Controls
Core Properties of Controls
Entering and Displaying Data with Text Controls
Additional Controls for Enhancing your App's Usability
Media
Lab - Create a Canvas App with Unique Controls

Module 14: Get started with Power Automate

Introducing Power Automate
Exercise - Create Your First Flow
Exercise - Create Recurring Flows
Exercise - Monitor Incoming Emails
Exercise - Share Flows
Troubleshoot Flows

Module 15: Admin Center to Manage Environments and Data Policies in Power Automate

Administer Flows
Export and Import Flows
Learn How to Distribute Button Flows

Module 16: Introduction to Microsoft Power Platform Security and Governance

Introduction
Identify Microsoft Power Platform Environments
Data Loss Prevention Policies
Microsoft Power Platform Center of Excellence Starter Kit
Exercise - Create a Power Platform Environment

Module 17: Build your First Workflow with Power Automate and Dataverse for Teams

Introduction
Types of Workflows that Power Automate can Build in Dataverse
Exercise - Create a Workflow that Triggers When a New Message is Created
Exercise - Add a Flow to Your Power Apps app
Schedule a Flow

Module 18: Get Started Building with Power BI

Introduction
Use Power BI
Building Blocks of Power BI
Tour and Use the Power BI Service

Module 19: Get data with Power BI Desktop

Overview of Power BI Desktop
Explore Power BI Desktop
Connect to Data Sources
Get Data from Excel
Transform Data to Include in a Report
Combine Data from Multiple Sources
Clean Data to Include in a Report

Module 20: Create reports with Power BI and Dataverse for Teams

Introduction
Connect to and Transform Dataverse for Teams Data from Power BI
Create a Power BI Report
Publish the Report
Share the Data

Module 21: Get Started with AI Builder

Introduction to AI Builder
Choose an AI Capability
Create Your First Model
Ways to Use Your Models

Module 22: Create a Chatbot with Power Virtual Agents and Dataverse for Teams

Introduction
Create Your First Chatbot
Create and Modify Topics
Add Inputs, Variables, and Conditions
Call an Action to Pull in Dataverse for Teams Data
Publish and Share Your New Chatbot

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Who should attend this Microsoft Power Platform App Maker PL100 Course?

The Microsoft Power Platform App Maker (PL100) Course is a comprehensive training course that focuses on equipping participants with the skills and knowledge to create custom applications using the Microsoft Power Platform. This course can benefit a wide range of professionals, including:

Business Analysts
App Developers
Project Managers
IT Professionals
Department Heads
Entrepreneurs
Consultants

Prerequisites of the Microsoft Power Platform App Maker PL100 Course

There are no formal prerequisites for this Microsoft Power Platform App Maker PL100 Course. However, there a basic knowledge in certain subjects can prove beneficial to delegates. For instance, delegates can navigate comfortably through this course if they possess the following:

A basic understanding of data modelling, user experience design, requirements analysis, and process analysis.
A basic understanding of the operational requirement and the ability to envision the desired outcome.

Microsoft Power Platform App Maker PL100 Course Overview

The Microsoft Power Platform App Maker PL-100 Course is designed for aspiring app makers who wish to harness the capabilities of the Microsoft Power Platform. This platform empowers individuals to create innovative applications, automate workflows, and analyse data—all without needing extensive programming knowledge.

This course is crucial for business users, functional consultants, and other professionals who want to develop apps that solve business problems effectively. Learning how to use the Power Platform tools, including Power Apps, Power Automate, and Power BI, is invaluable for those looking to contribute to their organisation's digital transformation.

The Knowledge Academy's 4-day training provides comprehensive exposure to the tools and capabilities of the Power Platform. Participants will learn to create custom applications, automate processes, and analyse data, equipping them with the skills needed for immediate application in real-world scenarios.

Course Objectives

To introduce the components and features of Microsoft Power Platform
To teach participants how to build custom applications using Power Apps
To guide through automating workflows with Power Automate
To demonstrate how to connect and analyse data using Power BI
To provide insights into managing app environments and data security
To prepare participants for real-world applications and problem-solving with the Power Platform

Upon completion of this course, delegates will be well-prepared to design, implement, and manage custom applications tailored to their business needs using Microsoft Power Platform.

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What’s included in this Microsoft Power Platform App Maker PL100 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

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More information

See dates & prices

accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (4 days)

Classroom (4 days)

Online Self-paced (32 hours)

Microsoft Dynamics 365 Business Central Functional Consultant MB800 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Start your Free Dynamics 365 Business Central Trial

Introduction - Create Your Own Business Central Account
Sign in to Business Central
Use a Demo Database
Start a Trial with your Own Data
Extend Your Trial and Subscribe or Unsubscribe your Organisation
Exercise - Sign in to Business Central

Module 2: Introducing Microsoft Dynamics 365 Business Central

Introduction to Business Central
Identify Available Subscription Types for Business Central
Explore the Relationship Management Functionality
Use Dynamics 365 Sales with Business Central
Discover Supply Chain Management Capabilities
Process and Administer the Purchase Cycle
Process and Administer the Sales Cycle
Send Documents to Customers
Explore How to Administer Jobs
Discover Service Management Capabilities
Business Central Manufacturing Capabilities
Business Central Human Resources Capabilities
In Microsoft 365 Experience for Business Central
Exercises - Create a Customer and a New Office Furniture Item

Module 3: Customise Microsoft Dynamics 365 Business Central

Introduction - Cloud Architecture for Business Central
Tailor, Extend, And Build Applications

Module 4: Administer Dynamics 365 Business Central Online

Introduction - Get Started with the Cloud Solution Provider Program
Extend a Trial for a Customer
Access the Administration Center
Manage Sandbox and Production Environments
Set Up Tenant Notifications
Inspect Environment Telemetry and Troubleshoot Issues
Export Databases
Enable Features
Monitoring and Analyzing Telemetry
Analyze Performance Using the In-Client Performance Profiler

Module 5: Create New Companies in Business Central

Introduction - Create New Companies with Setup Data
Create New Companies Without Data
Create New Companies with Setup and Demo Data
Create New Companies with Demo Data for Manufacturing Scenarios
Create a New Company by Copying Data from an Existing Company
Set Up Company Information
Exercise - Create a Company with Demo Data

Module 6: Migrate Data to Business Central

Introduction - Data Migration Concepts
Use the Data Migration Assisted Setup
Work with Data Templates
Import Data from Excel
Create Journal Opening Balances
Import Business Data from Other Finance Systems
Set Up a Company with Rapidstart Services
Exercise - Create a New Customer Template

Module 7: Manage Users and Implement Security in Business Central

Introduction - Add Users
Create User Groups
Implement Permissions and Permission Sets
Configure User Access Times and Logging
Understand Users, Profiles, and Role Centers
Perform User-Specific Setup
Auditing Changes
Exercise - Add a New User

Module 8: Set up Email in Dynamics 365 Business Central

Introduction
Set Up Email Accounts
Compose and Send an Email
Send Documents by Email
Document Sending Profiles
Assign Email Scenarios
Send a Sales Document by Email

Module 9: Integrate Business Central with Outlook

Introduction
Set Up Email Logging
Set Up Outlook Integration
Use the Contact Insights Outlook Add-In
Creating Invoices from your Meeting Appointments
Do a Quick Document Lookup
Exercise - Set Up and Send Email

Module 10: Create Workflows in Dynamics 365 Business Central

Introduction
Create a Workflow Manually
Create a Workflow from Workflow Templates
Create a Power Automate Flow
Set Up Users
Set Up Notifications
Set Up Approval Workflows by Using Assisted Setup

Module 11: Use Approval Workflows in Dynamics 365 Business Central

Introduction
Request Approval of a Record
Cancel a Request for Approval
Approve or Reject a Request for Approval
Delegate a Request for Approval
Manage Overdue Approval Requests

Module 12: User Interface Essentials in Dynamics 365 Business Central

Introduction to the User Interface - The App Bar
App Launcher
Business Central Main Pages
Search for Page or the Tell Me Icon
My Settings
Get Help
Tour Business Central
Different Types of Pages in the User Interface
Use the Role Explorer
More User Interface Features
Exercise - Assign Another Role Center, Use the Search for Page Icon, and Find and Use Keyboard Shortcuts

Module 13: Personalise the Microsoft Dynamics 365 Business Central User Interface

Introduction - Personalise the Business Central User Interface
Personalise the Role Center
Personalise List and Card Pages
Personalise Document Pages and Add Fields
Exercise – Personalise the Customer List and Clear Personalisation

Module 14: Use Alternative Interfaces for Dynamics 365 Business Central

Introduction
Explore the User Interface on your Smartphone and Tablet
Use the Outlook Interface for Business Central
Use Microsoft Teams to Share Business Data
Exercise - Use Outlook as your Business Central Inbox

Module 15: Change How Documents Look in Business Central

Overview of Report and Document Layouts
Create and Modify a Custom Report or Document Layout
Update Report or Document Layouts
Change Which Layout is Currently Used on a Report
Implement Report Selections
Manage Saved Settings for Reports
Set Up Printers
Exercise - Change the Layout Currently Used on a Report

Module 16: Configure Business Central for Excel and Power BI

Create Web Services to Link Power BI and Business Central
Add Business Central as a Data Source in Power BI
Create List Data Power BI Reports to Display in Business Central
Configure Business Central Apps in Power BI
Work with Business Data in Excel
Analyse, Group, and Pivot Data on List Pages Using Data Analysis Mode
Exercise - Create a Business Central Web Service to Use as a Power BI Data Source

Module 17: Migrate On-Premises Data to Dynamics 365 Business Central

Introduction
End-To-End Process of Migrating Data
Run the Cloud Migration Tool
Address Common Questions and Issues with Migrations

Module 18: Set Up General Ledger Configuration Options in Dynamics 365 Business Central

Introduction
Set up the General Fasttab
Set up the Dimensions Fasttab
Set up the Background Posting Fasttab
Set up the Reporting Fasttab
Set up the Application Fasttab
Enable Data Check

Module 19: Set up Number Series and Trail Codes in Dynamics 365 Business Central

Introduction to Setting up Number Series
Assign Number Series and Number Series Relationships
Set Up Trail Codes
Exercise - Create a Number Series

Module 20: Set up Posting Groups in Dynamics 365 Business Central

Introduction - Set Up and Assign Specific Posting Groups
Set Up and Assign Inventory Posting Groups
General Posting Groups
Configure the General Posting Setup
Exercise - Set Up and Assign a Customer Posting Group

Module 21: Set up Dimensions in Dynamics 365 Business Central

Introduction - Set Up Dimensions and Dimension Values
Manually Enter Dimensions in a Sales Order
Set Up Global and Shortcut Dimensions
Set Up Default Dimensions
Set Up Default Dimensions for Account Types
Set Up Default Dimension Priorities
Set Up Dimension Combinations
Exercise - Set Up a Dimension with Dimension Values

Module 22: Set Up the Chart of Accounts in Dynamics 365 Business Central

Introduction to Setting Up G/L Accounts
Use the Chart of Accounts
Set Up Account Categories and Subcategories
Maintain the Chart of Accounts
Review General Ledger Entries

Module 23: Set Up General Journal Templates in Dynamics 365 Business Central

Introduction - Set Up General Journal Templates
Set Up General Journal Batches

Module 24: Create and Process Journal Entries in Dynamics 365 Business Central

Introduction - Create Journal Entries
Process Journal Entries
Use Standard Journals
Correct Journal Entries
Set Up Checking Documents and Journals While you Work
Exercise - Create and Post a Journal Entry

Module 25: Post Periodic Journal Entries in Dynamics 365 Business Central

Introduction to Recurring Journals
Allocate Amounts
Edit Recurring Journals in Excel
Exercise - Create and Post a Recurring Journal

Module 26: Work with Trade Master Data in Microsoft Dynamics 365 Business Central

Introduction
Set Up Units of Measure
Assign Characteristics to an Item
Set Up Item Categories
Manage Customers
Merge Customer Accounts
Manage Vendors
Merge Vendor Accounts
Manage Resources
Configure Salespeople and Purchasers
Use Templates to Create Master Data
Exercise - Create a New Item and A New Location and Link Them to a Vendor

Module 27: Set up Trade in Microsoft Dynamics 365 Business Central

Introduction
Purchases and Payables Setup
Set Up Locations
Inventory Setup

Module 28: Create Purchase Documents in Dynamics 365 Business Central

Introduction - Create A Purchase Quote
Create a Blanket Order
Manage Purchase Orders
Describe Responsibility Centers
Exercise - Create and Process a Purchase Order and Review the Posted Documents

Module 29: Receive and Invoice Items in Dynamics 365 Business Central

Introduction - Receive Items
Reverse a Receipt
Process Vendor Invoices
Review Posted Purchase Documents
Reverse or Correct a Posted Purchase Invoice

Module 30: Set Up Purchase Prices and Discounts in Dynamics 365 Business Central

Introduction - Set Up Purchase Prices
Use Special Prices in Purchase Orders
Set Up Line Discounts
Set Up Invoice Discounts

Module 31: Post Purchase Item Charges in Dynamics 365 Business Central

Introduction - Set Up Item Charges
Process Item Charges in a Purchase Order
Process Item Charges in a Purchase Invoice
Analyse the Direct Unit Cost of an Item

Module 32: Estimate Purchase Order Receipt Dates in Dynamics 365 Business Central

Introduction - Set Up Order Promising
Estimate Purchase Order Receipts

Module 33: Create Sales Documents in Dynamics 365 Business Central

Introduction - Create A Sales Quote
Create A Blanket Order
Manage Sales Orders
Configure Recurring Sales Lines
Offer Similar Products to Your Customers
Map Multiple References to an Item
Sell Catalog Items
Create Purchasing Codes
Process Drop Shipments
Process Special Orders
Exercise - Create a Sales Quote and Convert it to an Invoice, Create a Drop Shipment and Sell Catalog Items

Module 34: Ship and Invoice Items in Dynamics 365 Business Central

Introduction - Ship Items to Customers
Reverse a Shipment
Invoice Customers
Review Posted Sales Documents
Reverse or Correct a Posted Sales Invoice
Process Prepayment Invoices for Sales and Purchases

Module 35: Manage Sales Prices in Dynamics 365 Business Central

Introduction - Set Up Sales Prices for a Customer
Set Up Sales Prices for Customer Groups
Use Special Prices in Sales Orders
Create New Sales Prices
Bulk Edit the Unit Price on the Item Card
Exercise - Create a Special Price for a Customer

Module 36: Set Up Discounts for your Customers in Dynamics 365 Business Central

Introduction - Set Up Line Discounts
Use Line Discounts When Selling Items to Customers
Set Up Invoice Discounts
Use Invoice Discounts When Selling Items to Customers
Exercise - Set Up Invoice Discounts

Module 37: Promising Sales Order Delivery in Dynamics 365 Business Central

Introduction - Sales Order Promising Key Concepts
Set Up Order Promising
Promising Sales Order Delivery

Module 38: Set Up Returns Management in Dynamics 365 Business Central

Introduction - Set Up Sales Return Order Management
Set Up Purchase Return Order Management
Return Reasons

Module 39: Manage Customer Returns in Dynamics 365 Business Central

Introduction - Replace Wrong Items
Return Defective Items to Vendors
Exercise - Return Items in Dynamics 365 Business Central

Module 40: Manage Returns to Vendors in Dynamics 365 Business Central

Introduction - Register a Compensation Agreement with a Vendor
Apply Exact Cost Reversing

Module 41: Set up Cash Management in Dynamics 365 Business Central

Introduction - Create Bank Accounts
Describe Data Exchange Definitions
Configure Payment Methods
Set Up Customers and Vendors in Cash Management
Relationship Between Customer and Customer Ledger Entries
Relationship Between Vendor and Vendor Ledger Entries
Set Up Customer Bank Accounts
Set Up Vendor Bank Accounts
Set Up Payment Registration

Module 42: Enter Payments in the Cash Receipt Journal and the Payment Journal in Dynamics 365 Business Central

Introduction - Enter Payments
Apply Payments
Unapply Customer and Vendor Ledger Entries
Process Payment Registrations
Set Up Payment Tolerances
Set Up G/L Accounts for Payment Tolerances
Process Payment Tolerances When Posting Payments
Exercise - Register a Customer Payment

Module 43: Suggest Vendor Payments in Dynamics 365 Business Central

Introduction - Suggest Vendor Payments
Suggest Payments by Using Vendor Priority and Available Amounts
Pay Invoices on Their Due Date
Exercise - Suggest Vendor Payments for a Single Vendor

Module 44: Use Checks to Pay Vendors in Dynamics 365 Business Central

Introduction - Enter and Post Payables Checks
Print and Post Payables Checks
Void A Check

Module 45: Perform a Bank Reconciliation in Dynamics 365 Business Central

Introduction to and Completing the Reconciliation Process
Post the Bank Account Reconciliation
Import a Bank Statement
Undo a Bank Account Reconciliation

Module 46: Set Up Payment Reconciliation Journals in Dynamics 365 Business Central

Introduction to Setting Up Payment for Reconciliation Journals
Set Up Number Series
Set Up Automatic Payment Application and Payment Application Rules
Set Up Bank Statement File Import

Module 47: Use the Payment Reconciliation Journal in Dynamics 365 Business Central

Introduction - Import Bank Statements
Reconcile Payments by Using Automatic Applications
Map Text on Recurring Payments
Post and Reconcile the Payment Reconciliation

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Who should attend this Microsoft Dynamics 365 Business Central Functional Consultant MB800 Course?

This Microsoft Dynamics 365 Business Central Functional Consultant MB800 Course is designed to equip participants with the skills and knowledge needed to implement and configure Dynamics 365 Business Central, an ERP solution for small and medium-sized businesses. This course can benefit a wide range of professionals, including:

ERP Implementation Consultants
Business Consultants
Functional Consultants
Project Managers
Business Analysts
ERP Solution Architects
Application Support Specialists

Prerequisites of the Microsoft Dynamics 365 Business Central Functional Consultant MB800 Course

There are no formal prerequisites for the Microsoft Dynamics 365 Business Central Functional Consultant MB800 Course.

Microsoft Dynamics 365 Business Central Functional Consultant MB800 Course Overview

Dynamics 365 Training encompasses a comprehensive approach to understanding Microsoft's robust cloud-based business applications. It integrates CRM and ERP capabilities, enhancing operational efficiency across business domains, proving indispensable in today's digital-first business environment.

Mastering this Dynamics 365 Course is crucial for IT professionals, system administrators, and functional consultants. These professionals should aim to achieve Microsoft Dynamics 365 Certification to enhance their expertise in configuring, deploying, and managing Dynamics 365 solutions.

This 4-day training by the Knowledge Academy equips delegates with essential skills through a focused training curriculum. The delegates can gain hands-on experience, preparing them to effectively utilise Dynamics 365 Business Central. This allows the delegates to streamline business processes.

Course Objectives

To understand the core functionalities of Dynamics 365 Business Central
To learn to configure, deploy, and manage Dynamics 365 environments
To gain practical skills through real-world case studies and scenarios
To prepare for the Microsoft Dynamics 365 Certification exams
To enhance career prospects by mastering cutting-edge business management tools

Upon completion, delegates will possess a solid foundation in Dynamics 365 functionalities. The delegates will feel ready to apply their knowledge in dynamic business settings. Additionally, they will be able to pursue further Dynamics 365 Certification to advance their careers.

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What’s included in this Microsoft Dynamics 365 Business Central Functional Consultant MB800 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

More information

See dates & prices

More information

See dates & prices

accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (4 days)

Classroom (4 days)

Online Self-paced (32 hours)

Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700 Course Outline

Module 1: Becoming a Solution Architect for Dynamics 365 and Microsoft Power Platform

Introduction to Becoming a Solution Architect
Existing Product and Platform Skills
Expectations of a Solution Architect
Solution Architect Role During Project Phases
Pillars of a Great Architecture

Module 2: Discover Customer Needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform

Introduction and Discovery Overview
Initial Customer Discovery
Customer Discovery Meetings
Customer Communication Strategy

Module 3: Propose a Solution as a Solution Architect for Microsoft Power Platform and Dynamics 365

Introduction and Overview of Proposing a Solution
Identify Solution Components
Develop and Validate a Demo
Identify Potential Third-Party Components
Recognise Strengths and Weaknesses in a Solution

Module 4: Work with Requirements for Microsoft Power Platform and Dynamics 365

Introduction
Lead Requirement Capture Sessions
Identify Functional Requirements
Identify Non-Functional Requirements
Confirm and Finalise Requirements

Module 5: Perform Fit Gap Analysis

Introduction to Fit Gap Analysis
Determine Feasibility of Requirements
Refine Requirements from Proof of Concept Insights
Categorise Business Requirements and Perform Gap Fit Analysis
Evaluate Dynamics 365 and Microsoft Power Platform Apps

Module 6: Get Started with Lifecycle Services for Finance and Operations Apps

Introduction
Understand the Functionality and Tools of Lifecycle Services
Determine Licensing Requirements
Lifecycle Services Security
Reuse Existing Assets, Copy, and Share Data
Perform Actions in the Asset Library
Work with the Task Recorder
Business Process Modeler (BPM)
Support Options
Get Product Updates from Lifecycle Services
Exercise - Use the Task Recorder to Create and Edit a Recording
Exercise - Create a Business Process in the Business Process Modeler
Exercise - Create a Support Incident

Module 7: Design and Plan an Implementation of Finance and Operations Apps

Introduction
Use Implementation Methodologies for a Successful Implementation
Cloud Implementation - Analysis
Cloud Implementation - Design and Develop
Cloud Implementation - Test
Cloud Implementation - Deploy and Operate
On-Premises Implementation - Analysis
On-Premises Implementation - Design and Develop
On-Premises Implementation - Test, Deploy, and Operate
Gathering and Analysing the Requirements
Create Functional Design Documents (FDD)

Module 8: Translate Dynamics 365 Apps and Documentation with Dynamics 365 Translation Service

Introduction
Access Dynamics 365 Translation Service
Types of Requests
Reuse Translations (Recycling)
Custom-Trained Machine Translation System
Exercise – Create, Review, and Regenerate a User Interface Translation Request
Exercise – Create, Review, and Regenerate a Documentation Translation Request
Exercise – Create a Translation Memory File

Module 9: Prepare Data for Migration to Finance and Operations Apps

Introduction
Select a Data Integration (Import/Export) Strategy
Common Migration Scenarios and Tools
Bring Your Own Database (BYOD)
Test a Data Migration and Validate Output

Module 10: Work with Data Management in Finance and Operations Apps

Introduction
Data Management Concepts
Use Data Entities for Data Management and Integration
Work with the Data Management Workspace
Using Standard and Enhanced Views for Tiles
Use Templates in Data Management
Export, Import, and Copy Data into a Legal Entity
Lab - Explore the Data Management Workspace
Lab - Export Data Using the Data Management Workspace
Database Movement Operations
Data Sharing Framework

Module 11: Perform User Acceptance Testing in Finance and Operations Apps

Introduction
Create User Acceptance Test Libraries
Record Test Cases and Save to BPM
Synchronise and Configure Your Test Plan in Azure DevOps
Run User Acceptance Tests
Data Task Automation
Exercise - Build Test Scripts to Test Business Functionality

Module 12: Get Started with a Finance and Operations Implementation Project

Implementation Project Overview
Roles in a Dynamics 365 Implementation
Project Phases
Implementation Planning and Architecture
Combining Tools and Solutions for Impactful Implementations

Module 13: FastTrack Customer Success Program for Finance and Operations

Overview of the FastTrack Program
FastTrack Engagement Across the Phases
Solution Blueprint Review
Become a FastTrack Recognised Solution Architect

Module 14: Implement Application Lifecycle Management in Finance and Operations Apps

ALM Methodologies
Design and Create Models
Plan the Build, Test, and Quality Control Processes
Identify Upgrade Scenarios and Appropriate Tools
Plan the Release, Change, and Risk Management Processes

Module 15: Explore Extensions and the Extension Framework in Finance and Operations Apps

Introduction
Customisation Models
Extension Points for Frameworks
Develop Code to Extend a Framework
Create Pre-Event and Post-Event Handler Classes
Implement the SysOperationSandbox Framework
Lab - Extend an EDT

Module 16: Consume Business Events in Finance and Operations Apps

Introduction
Business Event Framework
Create a New Business Event
Activate Business Events
Consume Business Events
Extend an Existing Business Event
Role-Based Security for Business Events
Business Events in Microsoft Power Automate

Module 17: Identify Data Integration Patterns and Scenarios in Finance and Operations Apps

Introduction
Select an Integration API
Synchronous and Asynchronous Patterns
Data Integration Scenarios

Module 18: Data Integrations with Finance and Operations Apps

Introduction
Set Up a Data Project and Recurring Data Job
Exercise - Create a Data Project and Recurring Data Job
Implement Authorisation to Support Integration
Monitor Status and Availability of Entities
Develop Data Transformation
Microsoft Dataverse Integrations
Integrate Dataverse by Using Virtual Entities
Work with Composite Data Entities
Azure Data Lake and Entity Store
Connect to Azure Data Lake Storage
Change Data in Azure Data Lake
Power Platform Convergence

Module 19: Work with Analytics and Reporting in Finance and Operations Apps

Introduction
Understand Different Types of Reports and Inquiries
Financial Reporting
Find Inquiries and Reports
Generate and Consume Inquiries and Reports
Configure Finance and Operations Apps for Microsoft Power Platform
Lab - Work with Reports

Module 20: Describe the Business Value of the Microsoft Power Platform

Introduction
Explore Microsoft Power Platform
Describe the Business Value of the Power Platform
Explore Connectors and Microsoft Dataverse
Describe How Power Platform Works with Microsoft 365 Apps and Services
Explore How Power Platform Works with Microsoft Teams
Describe How Power Platform Works with Microsoft Dynamics 365 Apps
Describe How Power Platform Solutions Consume Microsoft Azure Services
Explore How Microsoft Power Platform Apps Work Together

Module 21: Identify Foundational Components of Microsoft Power Platform

Introduction
Describe Power Platform Administration
Describe Power Platform Security and Governance
Explore Microsoft Dataverse
Examine Power Platform Connectors
Exercise - Build a Basic Dataverse Data Model

Module 22: Design and Build Mobile Apps for Finance and Operations Apps

Introduction
Demonstration
Overview of the Dynamics 365 Unified Operations Mobile App
Page Design Guidelines
Action Design Guidelines
Form Design Requirements
Design Considerations
Understand Use Cases for Mobile Apps
Get the Dynamics 365 Unified Operations Mobile App

Module 23: Updates and Upgrades for Finance and Operations Apps

Introduction
Upgrade from Finance and Operations Version 7.x to Version 10
Update from Finance and Operations Version 8.x to Version 10.0.x
Data Upgrade
Upgrade from AX 2012
Migrate from AX 2009

Module 24: Work with Performance and Monitoring Tools in Finance and Operations Apps

Introduction
Diagnose Performance Issues by Using Trace Parser
Load Testing by Using the Performance SDK
Monitor Performance by Using SQL Insights
Create a SQL Trace by Using the SQL Profiler
Monitor Server Health Metrics in Lifecycle Services
Exercise - Use the Environment Monitoring Tool in Lifecycle Services

Module 25: Plan and Implement Security in Finance and Operations Apps

Introduction
Understand the Security Architecture
Encryption in Finance and Operations Apps
Manage Users and Security
Set Up and Apply Segregation of Duties
Run Security Reports
Stay Compliant with User Licensing Requirements
Security Diagnostics for Task Recordings
Extensible Data Security Policies
Exercise - Import a User and Assign Security Role
Lab - Work with Security

Module 26: Implement Role-Based Security in Finance and Operations Apps

Introduction
Create and Modify Duties, Privileges, and Permissions
Enforce Permissions Policy
Extensible Data Security Framework
Apply Security Permissions
Lab - Create a New Security Role and Add Duties
Microsoft Entra ID and OAuth 2.0 Authentication

Module 27: Prepare to Go-Live with Finance and Operations Apps

Introduction
Understand the Go-Live Process
Complete the Lifecycle Services Methodology
Perform User Acceptance Testing (UAT) for Your Solution
FastTrack Go-Live Assessment
Request a Production Environment

Module 28: Feature Management in Finance and Operations Apps

Introduction
Feature Management Workspace
Feature States
Enable a Feature
Reschedule a Feature
Disable a Feature
Features That Must Be Enabled
Enable All Features
Check for Updates
Assign Roles
Features That Use Configuration Keys
Data Entities

Module 29: Get Started with Success by Design for Dynamics 365

Introduction
Overview of Success by Design
Reasons to Use Success by Design
Success by Design Phases
Implement Success by Design
Track Success by Design Activities and Progress

Module 30: Create a Solution Blueprint for Dynamics 365 Solutions

Introduction
Solution Blueprint Review Workshop Overview
Prepare for the Solution Blueprint Review
Solution Blueprint Review Participants
Conduct the Solution Blueprint Review Workshop
Solution Blueprint Follow-Up

Module 31: Plan a Testing Strategy for Your Dynamics 365 Solution

Introduction
Overview of the Test Strategy Review Workshop
Prepare for the Workshop
Workshop Implementation and Follow-Up

Module 32: Design Data Models for Dynamics 365 Solutions

Introduction
Entity Relationship Diagram
Out-of-the-Box Vs. Custom Tables
Table Configuration

Module 33: Business Intelligence and Analytics Design for Dynamics 365 Solutions

Introduction
Business Intelligence and Analytics Design Workshop Overview
Prepare for the Business Intelligence and Analytics Design Workshop
Conduct the Business Intelligence and Analytics Design Workshop
Business Intelligence and Analytics Design Follow-Up

Module 34: Gap Solution Design for Dynamics 365 Solutions

Introduction
Gap Solution Design Workshop Overview
Prepare for the Gap Solution Design Workshop
Conduct the Gap Solution Design Workshop
Gap Solution Design Follow-Up

Module 35: Create a Data Migration Strategy for Dynamics 365 Solutions

Introduction
Data Migration Strategy Overview
Prepare for the Data Migration Workshop
Conduct the Data Migration Strategy Workshop

Module 36: Review the Security Model for Your Dynamics 365 Solutions

Introduction
Security Workshop Topics

Module 37: Integration Design for Dynamics 365 Solutions

Introduction
Integration Design Review Workshop Overview
Prepare for the Integration Design Review
Conduct the Integration Design Review
Integration Design Review Workshop Follow-Up

Module 38: Dual-Write Implementation for Dynamics 365 Solutions

Introduction
Dual-Write Implementation Workshop Overview
Prepare for the Workshop
Workshop Implementation and Follow-Up

Module 39: Implement a Performance Strategy for Dynamics 365 Solutions

Introduction
Solution Performance Workshop Topics
Define Performance Benchmarks and Success Criteria
Timing of the Solution Performance Review
Prepare for the Workshop
Workshop Implementation and Follow-Up

Module 40: Cutover Strategy for Dynamics 365 Solutions

Introduction
Purpose of the Cutover Strategy Workshop
Timing of the Cutover Strategy Review
Cutover Strategy Workshop Overview
Prepare for the Workshop
Workshop Implementation and Follow-Up

Module 41: Post Go-Live Strategy for Dynamics 365 Solutions

Introduction
Timing of the Post Go-Live Workshop
Post Go-Live Workshop Overview
Prepare for the Workshop
Post Go-Live Workshop Implementation and Follow-Up

Module 42: Get Started with Configuration and Personalisation in Finance and Operations Apps

Introduction
Set Up Your Environment
Explore Personalisation Functionality
Knowledge Check
Exercise - Customise Your Status Bar

Module 43: Configure Your User Interface in Finance and Operations Apps

Introduction
Manage Menus: Favorites
Manage Menus: Dashboards by Role
Manage Menus: Key Performance Indicators

Module 44: Configure Your Data in Finance and Operations Apps

Introduction
Create Entities
Manage Security
Integrate with Microsoft Office
Knowledge Check
Exercise – Add a Field to a Data Entity
Exercise – Use Excel to View and Update Data

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Who should attend this Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700 Training?

This Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700 Training is ideal for those professionals who are looking to enhance their skills in implementing and configuring Microsoft Dynamics 365 Finance and Operations Apps solutions should consider this training. This includes professionals such as:

Solution Architects
Technical Consultants
IT Professionals
System Administrators
Business Analysts
Dynamics 365 Developers
Functional Consultants

Prerequisites of the Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700 Training

This Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700 Training has no formal prerequisites. However, having a fundamental knowledge of Microsoft Dynamics 365 functionality and experience in IT would also be beneficial.

Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700 Course Overview

Dynamics 365 Training is essential for integrating business processes and improving decision-making. The training blends multiple functionalities across finance and operations. This helps the delegates foster an interconnected environment that supports streamlined operations and strategic insights.

Understanding Dynamics 365 is crucial for professionals looking to enhance their technical expertise in enterprise solutions. Dynamics 365 Certification is particularly valuable for solution architects and IT professionals who aim to leverage Microsoft Dynamics 365's capabilities to drive business efficiency and growth.

The 4-day training by The Knowledge Academy equips delegates with critical insights into Dynamics 365. Participants will gain a robust understanding of Microsoft Dynamics 365 Certification processes, helping them design and implement solutions that meet complex business requirements efficiently.

Course Objectives

To understand the core functionalities of Dynamics 365 for Finance and Operations
To explore solution architecture and integration strategies
To learn best practices for implementation and deployment
To gain insights into managing real-time data and analytics
To prepare for the certification exam

Upon completion, delegates will possess the skills necessary to architect and deploy Dynamics 365 solutions effectively. This mastery will enable them to drive significant improvements in business processes and operational efficiency.

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What’s included in this Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700 Training?

World-Class Training Sessions from Experienced Instructors
Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700 Training Certificate
Digital Delegate Pack

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accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (4 days)

Classroom (4 days)

Online Self-paced (32 hours)

Microsoft Power Platform Functional Consultant PL200 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Describe the Business Value of the Microsoft Power Platform

Introduction
Explore Microsoft Power Platform
Describe the Business Value of the Power Platform
Explore Connectors and Microsoft Dataverse
Describe How Power Platform Works with Microsoft 365 Apps and Services
Explore How Power Platform Works with Microsoft Teams
Describe How Power Platform Works with Microsoft Dynamics 365 Apps
Describe How Power Platform Solutions Consume Microsoft Azure Services
Explore How Microsoft Power Platform Apps Work Together

Module 2: Get Started with Power Pages

Introduction to Power Pages
Get Started with Power Pages
Core Tools and Components of Power Pages
Overview of Power Pages Security
Overview of Power Pages Extensibility

Module 3: Create and Use Analytics Reports with Power BI

Introduction
Use Power BI
Building Blocks of Power BI
Tour and Use the Power BI Service

Module 4: Manage Workspaces and Datasets in Power BI

Introduction
Distribute a Report or Dashboard
Monitor Usage and Performance
Recommend a Development Life Cycle Strategy
Troubleshoot Data by Viewing its Lineage
Configure Data Protection

Module 5: Create Tables in Dataverse

Introduction to Microsoft Dataverse
Table Characteristics
Exercise - Create a Microsoft Dataverse Table
Exercise - Import Data into your Microsoft Dataverse Database
Table Relationships
Exercise - Create Table Relationships
Dataverse Logic and Security
Exercise - Create a Custom Table and Import Data
Dataverse Auditing
Dual-Write Vs. Virtual Tables

Module 6: Manage Tables in Dataverse

Identify Tables and Table Types in Dataverse
Create a Custom Table
Enable Attachments Within a Table
Licensing Requirements for Each Table Type
Lab - Create a New Custom Table and Enable Attachments

Module 7: Create and Manage Columns within a Table in Dataverse

Define Columns in Microsoft Dataverse
Column Types in Microsoft Dataverse
Add a Column to a Table
Create a Primary Name Column
Restrictions That Apply to Columns in a Table
Create an Auto Numbering Column
Create an Alternate Key
Exercises

Module 8: Create a Relationship Between Tables in Dataverse

Relate One or More Tables - Introduction
Relationship Types That are Available in Microsoft Dataverse
Create a One-To-Many Relationship Between Tables
Create a Many-To-Many Relationship Between Tables
Edit or Delete Relationships
Exercise - Create Two Tables and Relate Them by Using a One-To-Many Relationship

Module 9: Working with Choices in Dataverse

Define Choice Column
Standard Choices Column
Lab - Create a New Choice or Modify an Existing Choice

Module 10: Get Started with Security Roles in Dataverse

Introduction to Environment Roles
Understand Environment Roles
Adding or Disabling an Environment User
Understand Security Concepts in Dataverse
Understand User Security Roles and Security Role Defaults
Exercise - Create A Custom Role
Check the Roles That a User Belongs To
Configure Dataverse Teams for Security
Configure Dataverse Group Teams for Security

Module 11: Use Administration Options for Dataverse

Introduction to Microsoft Power Platform Admin Center Portal
Use Microsoft Power Platform Admin Center Portal
Tenant Storage Capacity
Advanced Customisation Options in Power Apps Portal
Enable and Disable Auditing

Module 12: Manage Dynamics 365 Model-driven App Settings and Security

Introduction
Configure Role-Based Security
Manage Teams and Business Units
Explore Settings and Customisations
Knowledge Check
Exercise - Create A New Security Role

Module 13: Introduction to Microsoft Power Platform Security and Governance

Introduction
Identify Microsoft Power Platform Environments
Data Loss Prevention Policies
Microsoft Power Platform Center of Excellence Starter Kit
Exercise - Create a Power Platform Environment

Module 14: Get Started with Model-driven Apps in Power Apps

Introducing Model-Driven Apps
Components of Model-Driven Apps
Design Model-Driven Apps
Exercise
Exercise - Control Security When Sharing Model-Driven Apps
Exercise - Create a Model-Driven App

Module 15: Configure Forms, Charts, and Dashboards in Model-driven Apps

Forms Overview
Form Elements
Configure Multiple Forms
Use Specialised Form Components
Configure Views Overview
Configure Grids
Create and Edit Views
Configure Charts Overview
Dashboards Overview
Use Interactive Streams and Tiles

Module 16: Get Started with Power Apps Canvas Apps

Introduction to Power Apps
Power Apps Building Blocks
Exercise - Create Your First App in Power Apps
Ways to Build Power Apps
Power Apps Related Technologies
Additional Power Apps Related Technologies
Designing a Power Apps App

Module 17: Connect to Other Data in a Power Apps Canvas App

Overview of the Different Data Sources
Work with Action-Based Data Sources
Power Automate is a Companion to Power Apps

Module 18: How to Build the UI in a Canvas App in Power Apps

Use Themes to Quickly Change the Appearance of your App
Branding a Control
Icons
Images
Personalisation
Using the Tablet or Phone Form Factors
Exercise - Create UI for a New Canvas App

Module 19: Manage Apps in Power Apps

Exercise - Manage App Versions in Power Apps
Exercise - Share Apps in Power Apps
Exercise - Understand Environments in Power Apps
Power Apps Review

Module 20: Build your First App with Power Apps and Dataverse for Teams

Introduction
Create your First App with the Hero Template
Customise your App with Power Apps Studio
Publish your App
Install Template Apps

Module 21: Access Dataverse in Power Pages Websites

Introduction
Use Lists to Display Multiple Dataverse Records
Use Forms to Interact with Dataverse Data
Exercise - Use the List and Form Components

Module 22: Authentication and User Management in Power Pages

Introduction
Power Pages Authentication Settings
User Registration in Power Pages
Authentication Management for Power Pages Users
Power Pages Authentication Providers
Exercise - Use an Invitation to Register Users

Module 23: Power Pages Maintenance and Troubleshooting

Introduction
Power Pages Website Maintenance
Power Pages Website Troubleshooting
Exercise - Run the Portal Checker

Module 24: Define and Create Business Rules in Dataverse

Define Business Rules - Introduction
Define the Components of a Business Rule
Create a Business Rule
Exercise - Create a Business Rule

Module 25: Get Started with Power Automate

Introducing Power Automate
Exercise - Create Your First Flow
Exercise - Create Recurring Flows
Exercise - Monitor Incoming Emails
Exercise - Share Flows
Troubleshoot Flows

Module 26: Use the Admin Center to Manage Environments and Data Policies in Power Automate

Administer Flows
Export and Import Flows
Learn How to Distribute Button Flow

Module 27: Use Dataverse Triggers and Actions in Power Automate

Introduction
Dataverse Triggers
Use Triggers
Work with Dataverse Actions

Module 28: Extend Dataverse with Powee Automate

Introduction
Set Up a Flow and Configure its Trigger
Email Dataverse Record
Add To-Do Items
Test and Run your Flow

Module 29: Introduction to Expressions in Power Automate

Introduction to Expressions
Get Started with Expressions
Notes Make Things Easier
Types of Functions
Write Complex Expressions
Exercise - Creating a Manual Flow and Using Expressions

Module 30: Build your First Power Automate for Desktop Flow

Introduction
Set Up the Environment
Explore Power Automate for Desktop
Create Your First Power Automate for Desktop Flow
Record Power Automate for Desktop Actions
Edit and Test Recorded Actions

Module 31: Run a Power Automate for Desktop Flow in Unattended Mode

Introduction
Set Up an Unattended Desktop Flow
Create a New Cloud Flow That Calls an Existing Flow in Unattended Mode
Perform a Test Run
Best Practices

Module 32: Optimise your Business Process with Process Advisor

Introduction
Get Familiar with Process Advisor
Create Your First Recording
Edit Recordings and Group Actions
Analyse Recordings and Interpret Results
Automation Recommendations

Module 33: Get Started with Power Virtual Agents Bots

Introduction
Get Started Working with Environments
Create Bots and Work with the Power Virtual Agents Interface
Create Topics
Test Bots
Publish Bots and Analyse Performance
Exercise - Build your First Chatbot

Module 34: Enhanced Power Virtual Agents Bots

Introduction
Use Power Automate to Add Actions
Transfer Conversations to Agents by Using Omnichannel for Customer Service
Create Topics for Existing Support Content
Analyse Bot Performance

Module 35: Manage Topics in Power Virtual Agents

Introduction
Work with Bot Topics
Branch a Topic
System Topics
Create Topics for Existing Support Content
Work with System Fallback Topics
Manage Topics

Module 36: Manage Power Virtual Agents

Introduction
Environments in Power Virtual Agents
Bot Topics Permissions
Bot Entities and Flow Permissions
Monitor and Diagnose
Administer and Manage
Export and Import Bots
Authentication

Module 37: Get Started Building with Power BI

Introduction
Use Power BI
Building Blocks of Power BI
Tour and Use the Power BI Service

Module 38: Get Data with Power BI Desktop

Overview of Power BI Desktop
Explore Power BI Desktop
Connect to Data Sources
Get Data from Excel
Transform Data to Include in a Report
Combine Data from Multiple Sources
Clean Data to Include in a Report

Module 39: Model Data in Power BI

Introduction to Modeling your Data
How to Manage your Data Relationships
Create Calculated Columns
Optimise Data Models
Create Measures
Create Calculated Tables
Explore Time-Based Data

Module 40: Use Visuals in Power BI

Introduction to Visuals in Power BI
Create and Customise Simple Visualisations
Create Slicers
Map Visualisations
Matrices and Tables
Create Scatter, Waterfall, and Funnel Charts
Modify Colors in Charts and Visuals
Page Layout and Formatting

Module 41: Explore Data in Power BI

Introduction to the Power BI Service
Quick Insights in Power BI
Create and Configure A Dashboard
Ask Questions of your Data with Natural Language
Create Custom Q&A Suggestions
Share Dashboards with your Organisation
Display Visuals and Tiles in Full Screen
Edit Tile Details and Add Widgets
Get More Space on Your Dashboard

Module 42: Publish and Share in Power BI

Introduction to Using Workspaces
Publish Power BI Desktop Reports
Print and Export Dashboards and Reports
Introducing Power BI Mobile
Create Workspaces in Power BI
Build Apps
Use Apps
Integrate Onedrive for Business with Power BI
Publish to Web

Module 43: Manage Solutions in Power Apps and Power Automate

Introduction
Add and Remove Apps, Flows, And Entities in a Solution
Edit a Solution-Aware App, Flow, And Table
Exercise - Import and Export Solutions
Build and Deploy a Complex Solution with Flows, Apps, and Entities
Automate Solution Management

Module 44: Load/Export Data and Create and Data Views in Dataverse

View Data in a Table
Create or Edit Views of Data in a Table
Load Data into a Table
Export Data from a Table
Add, Update, or Delete Data in a Table by Using Excel
Import Data Using Power Query
Generate a New Dataflow from an Excel Template
Dataflow and Azure Integration

Module 45: Get Started with AI Builder

Introduction to AI Builder
Choose an AI Capability
Create your First Model
Ways to Use Your Models

Module 46: Manage Models in AI Builder

Model Lifecycle
Manage Model Versions
Share your Models

Module 47: Use AI Builder in Power Automate

Introduction to AI Builder Usage in Power Automate
AI Builder in Power Automate Saves Time
Exercise - Use AI Builder Actions in Power Automate
Advanced Usage of AI Builder in Power Automate

Module 48: Functional Consultant Skills

Introduction
Create Entity Relationship Diagrams
Create and Document Mock-Ups
Document Functional Requirements and Artifacts
Complete Fit-Gap Analysis
Discuss Stakeholder Management Responsibilities
Understand Industry Accelerators
Define Application Lifecycle Management
Participate in Testing
Evaluate Options
Define Connectors
Understand Power Apps Component Framework

Module 49: Solution Architect Series: Plan Application Lifecycle Management for Power Platform

Introduction
Key Considerations for ALM
Solutions
Configuration and Reference Data
Release Process
ALM With Azure Devops

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Who should attend this Microsoft Power Platform Functional Consultant PL200 Course?

This Microsoft Power Platform Functional Consultant PL200 Course is a training course designed to equip professionals with the knowledge and skills required to utilise the Microsoft Power Platform to design and create solutions that enhance business processes and data insights. It can benefit a wide range of professionals, including:

Functional Consultants
Business Analysts
Application Developers
Data Analysts
IT Professionals
Project Managers
Consultants

Prerequisites of the Microsoft Power Platform Functional Consultant PL200 Course

Delegates must have experience in working as an IT professional or student
A basic working knowledge of Microsoft Power Platform and it’s key components
Knowledge of Microsoft Dataverse (or general data modelling) and security concepts

Microsoft Power Platform Functional Consultant PL200 Course Overview

The Microsoft Power Platform is revolutionising business processes by enabling organisations to build solutions that automate workflows and analyse data across systems. This training is key to unlocking these capabilities, fostering agility and efficiency in a digital-first world.

Professionals in business analysis, solution architecture, and IT management are ideal candidates for this Dynamics 365 Course. As organisations increasingly rely on integrated data solutions, mastering the Power Platform equips these professionals to lead digital transformation initiatives effectively.

The 4-day training offered by the Knowledge Academy is designed to provide delegates with a solid foundation in the Power Platform’s capabilities. This intensive training will guide participants through real-life scenarios and hands-on exercises to master the platform's functionalities.

Course Objectives

To acquire skills to configure and customise the Power Platform
To learn to analyse data and integrate it across apps
To understand automation of workflows using Power Automate
To explore creating virtual agents with Power Virtual Agents
To prepare for the Microsoft Dynamics 365 Certification in Power Platform

Upon completion of this Dynamics 365 Course, delegates will possess a comprehensive understanding of the Power Platform. This will enable them in designing solutions that streamline operations and drive business innovation.

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What’s included in this Microsoft Power Platform Functional Consultant PL200 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

More information

See dates & prices

More information

See dates & prices

accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (1 days)

Classroom (1 days)

Online Self-paced (8 hours)

Microsoft Certified: Dynamics 365 Fundamentals (CRM) MB910 Course Overview

Within this Microsoft training course, you will learn the following modules:

Module 1: Describe the Foundations of Dynamics 365 Customer Engagement Apps

Introduction
Describe Customer Relationship Management
Describe Microsoft Power Platform and Dynamics 365 Customer Engagement Apps
Describe Microsoft Dataverse And Dynamics 365 Customer Engagement Apps
Describe Use Cases for Dynamics 365 Customer Engagement Apps
Navigate to and Within Dynamics 365 Customer Engagement Apps

Module 2: Describe Shared Activities and Integration Options in Dynamics 365 Customer Engagement Apps

Introduction
Describe Customers and Activities
Exercise: Manage Customers and Activities
Describe Search Criteria and Filters
Describe Reporting Capabilities Including Charts, Dashboards, and Views
Describe Excel Integrations
Describe Microsoft Teams Integration
Describe Outlook Integration

Module 3: Explore Dynamics 365 Customer Insights – Journeys

Introduction
Describe Use Cases for Dynamics 365 Customer Insights - Journeys
Explore a Dynamics 365 Customer Insights - Journeys Business Scenario
Describe Email Marketing
Describe How to Target Customers by Using Marketing Lists and Segments
Describe Customer Journeys
Describe Lead Generation and Qualification
Describe Use Cases for Marketing Forms
Describe Event Management Features and Capabilities

Module 4: Describe Dynamics 365 Customer Insights - Data and Dynamics 365 Customer Voice

Introduction
Explore a Dynamics 365 Customer Insights - Data Business Scenario
Describe Use Cases for and Capabilities of Dynamics 365 Customer Insights - Data
Describe Use Cases for and Capabilities of Dynamics 365 Customer Voice

Module 5: Explore Dynamics 365 Sales

Introduction
Describe Use Cases for Dynamics 365 Sales
Review the Sales Lifecycle
Explore a Dynamics 365 Sales Business Scenario
Describe Leads and the Process for Qualifying Leads
Describe the Opportunity Management Process
Exercise: Lab: Work with Leads and Opportunities
Describe Dynamics 365 Sales Business Process Flows
Describe Sales Order Processing

Module 6: Describe Dynamics 365 Sales Capabilities and Related Apps

Introduction
Identify Additional Dynamics 365 Sales Capabilities and Related Apps
Explore a Dynamics 365 Sales Related Apps Business Scenario
Describe Sales Pipeline and Forecasting Concepts
Describe Use Cases for and Capabilities of Sales Insights
Describe Use Cases for and Capabilities of Linkedin Sales Navigator
Describe the Dynamics 365 Sales Mobile App
Describe Microsoft Sales Copilot

Module 7: Explore Dynamics 365 Customer Service

Introduction
Describe Use Cases for Dynamics 365 Customer Service
Explore a Dynamics 365 Customer Service Business Scenario
Describe the Case Lifecycle Including Service-Level Agreements (Slas) and Entitlements
Describe the Functionality for Workload Management
Describe Dynamics 365 Customer Service Business Process Flows
Describe Knowledge Management in Dynamics 365 Customer Service

Module 8: Describe Dynamics 365 Customer Service Capabilities and Related Apps

Introduction
Explore a Dynamics 365 Customer Service-Related Apps Business Scenario
Describe Omnichannel for Customer Service
Describe Reporting and Data Visualisation Options in Dynamics 365 Customer Service
Describe Dynamics Customer Voice Use Cases for Customer Service

Module 9: Explore Dynamics 365 Field Service

Introduction
Describe Use Cases for Dynamics 365 Field Service
Explore a Dynamics 365 Field Service Business Scenario
Describe the Work Order Lifecycle
Describe Inspections in Dynamics 365 Field Service
Describe the Dynamics 365 Field Service Mobile App

Module 10: Describe Dynamics 365 Field Service Scheduling Capabilities and Related Apps

Introduction
Describe Resource and Scheduling Processes
Explore a Dynamics 365 Field Service-Related Apps Business Scenario
Describe Asset Management and Customer Assets
Describe Connected Field Service for Dynamics 365

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Who should attend this Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course?

This Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course is designed to provide professionals with a foundational understanding of the Dynamics 365 Customer Engagement application. Below are the professionals who can have benefit from this course:

Sales Professionals
Marketing Professionals
Customer Service Representatives
CRM Administrators
Customer Engagement Consultants
CRM Project Managers
Consultants

Prerequisites of the Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course. However, a basic knowledge of customer engagement principles, business operations, and cloud computing can be beneficial for delegates before pursuing this course.

Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course Overview

The Microsoft Dynamics 365 MB910 Training is essential for integrating all aspects of Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP). It empowers businesses to streamline processes and enhance efficiency across various departments.

Understanding Dynamics 365 is crucial for professionals in sales, customer service, and IT management. A Dynamics 365 Course equips them with the skills to optimise customer interactions and improve operational effectiveness, making it a must-have competency in today’s digital economy.

This intensive 1-day training session by The Knowledge Academy focuses on laying a strong foundation in Microsoft Dynamics 365 Certification essentials. Delegates will gain hands-on experience, enabling them to implement and manage Dynamics 365 solutions effectively within their organisations.

Course Objectives

To understand the core functionalities of Dynamics 365 CRM
To learn to configure and customise Dynamics 365 settings
To develop skills to manage customer relationships effectively
To gain insights into integrating Dynamics 365 with other tools
To prepare for the Dynamics 365 Certification exam

Upon completion, delegates will have a robust understanding of how to use Microsoft Dynamics 365 to enhance business operations, manage customer data, and drive sales performance efficiently. They will be well-prepared to undertake further certifications and implement solutions practically.

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What’s included in this Microsoft Dynamics 365 Fundamentals (CRM) MB910 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

More information

See dates & prices

More information

See dates & prices

accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (3 days)

Classroom (3 days)

Online Self-paced (24 hours)

Microsoft Power Platform Solution Architect PL600 Course Outline

Module 1: Becoming a Solution Architect for Dynamics 365 and Microsoft Power Platform

Introduction to Becoming a Solution Architect
Existing Product and Platform Skills
Expectations of a Solution Architect
Solution Architect Role During Project Phases
Pillars of a Great Architecture

Module 2: Discover Customer Needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform

Introduction and Discovery Overview
Initial Customer Discovery
Customer Discovery Meetings
Customer Communication Strategy

Module 3: Propose a Solution as a Solution Architect for Microsoft Power Platform and Dynamics 365

Introduction and Overview to Proposing A Solution
Identify Solution Components
Develop and Validate a Demo
Identify Potential Third-Party Components
Recognise Strengths and Weaknesses in a Solution

Module 4: Work with Requirements for Microsoft Power Platform and Dynamics 365

Introduction
Lead Requirement Capture Sessions
Identify Functional Requirements
Identify Non-Functional Requirements
Confirm and Finalise Requirements

Module 5: Perform Fit Gap Analysis

Introduction to Fit Gap Analysis
Determine Feasibility of Requirements
Refine Requirements from Proof of Concept Insights
Categorise Business Requirements and Perform Gap Fit Analysis
Evaluate Dynamics 365 and Microsoft Power Platform Apps

Module 6: Solution Architect Series: Implement Project Governance for Power Platform and Dynamics 365

Introduction to Project Governance
Project Governance
Solution Architect’s Role in Project Governance
Techniques for Keeping a Project on Track
Work as a Team

Module 7: Solution Architect Series: Power Platform Architecture

Introduction
Environments
Environment Data Location
Work with Data
Custom Logic
Platform Limits
High Availability and Disaster Recovery Considerations

Module 8: Solution Architect Series Model Data for Power Platform Solutions

Introduction
Common Data Model
Data Modeling
Choose a Data Store
Data Modeling for Dataverse
Best Practices for Dataverse
Exercise - Model Data
Architecture of Fabrikam Data Model and Devices
Report Data and Handle Primary Visitors
Handle Visitors, Waivers, and Photos
Example Data Model Solution

Module 9: Solution Architect Series: Evaluate Power Platform Analytics and AI

Introduction
Power Platform Reporting Capabilities
Power BI Overview
Data Requirements
Power BI and Power Platform
Dataflows
AI

Module 10: Solution Architect Series: Explore Power Apps Architecture

Introduction
Common App Patterns
App Composition
Components
Optimise Canvas Apps
Microsoft Teams and Power Apps
Portal Apps

Module 11: Solution Architect Series: Plan Application Lifecycle Management for Power Platform

Introduction
Key Considerations For ALM
Solutions
Configuration and Reference Data
Release Process
ALM With Azure Devops

Module 12: Explore Power Automate Architecture

Introduction
Triggers
Common Actions
Error Handling
Best Practice
Business Process Flows

Module 13: Solution Architect Series: Model Security for Power Platform Solutions

Introduction
Environment Security
Data Loss Prevention
Access to Dataverse
Security in Apps
Exercise - Security Modeling

Module 14: Solution Architect Series: Implement Integrations with Power Platform

Introduction
Integration Challenges
Inbound Data Integration
Outbound Data Integration

Module 15: Solution Architect Series: Explore Power Virtual Agents

Introduction
Chatbot Building Options
Chatbot Concepts
Best Practices
Integrate Chatbots
Power Virtual Agents in Teams

Module 16: Solution Architect Series: Explore Robotic Process Automation

Introduction
Power Automate for Desktop
Record and Edit Tasks
Run Desktop Flows
Process Advisor

Module 17: Solution Architect Series: Testing and Go-Live

Introduction
Plan for Go-Live
Data Migration
Plan for Go-Live

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Who should attend this Microsoft Power Platform Solution Architect PL600 Course?

The Microsoft Power Platform Solution Architect PL600 Course is designed to provide comprehensive training for Solution Architects and other professionals who work with Microsoft's Power Platform technologies. It can be beneficial for a variety of professionals, including:

Solution Architects
Application Architects
Business Analysts
Consultants
Developers
Process Automation Specialists
Data Analysts

Prerequisites of the Microsoft Power Platform Solution Architect PL600 Course

There are no formal prerequisites for the Microsoft Power Platform Solution Architect PL600 Course.

Microsoft Power Platform Solution Architect PL600 Course Overview

Dynamics 365 Training is an essential element for modern businesses relying on Microsoft platforms. The Dynamics 365 Courses integrate seamlessly with various operational modules, making them indispensable for efficient business management and enhanced customer engagement in the digital era.

Mastering this course is crucial for professionals aiming to excel as Solution Architects. Dynamics 365 Certification equips system architects, business analysts, and IT project managers with the necessary skills to architect robust solutions that align business and technology on Microsoft's diverse ecosystem.

This 3-day training by the Knowledge Academy is specifically tailored for solution architects. Delegates will gain insights into best practices, strategies for effective solution envisioning, and key components critical to deploying successful Dynamics 365 applications.

Course Objectives

To understand the core components of Microsoft Dynamics 365
To learn to design and implement effective business solutions
To master strategic planning and requirements assessment
To develop skills in integration and solution architecture
To gain practical insights through case studies and real-world scenarios

Upon completion, delegates will be proficient in navigating and utilising the Microsoft Power Platform to create and maintain innovative, efficient, and scalable solutions tailored to their organisations' unique needs.

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What’s included in this Microsoft Power Platform Solution Architect PL600 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

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accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (5 days)

Classroom (5 days)

Online Self-paced (40 hours)

Microsoft Dynamics 365 Commerce Functional Consultant MB340 Course Outline

Module 1: Configure Dynamics 365 Commerce Headquarters

Configure Prerequisites and Commerce Parameters
- Create Employee and Customer Address Books
- Configure and Manage Retail Workers
- Assign Address Books to Customers, Channels, and Workers
- Create Email Templates and Email Notification Profiles
- Configure Organisational Hierarchies and Hierarchy Purposes
- Configure Commerce Shared Parameters
- Configure Company-Specific Commerce Parameters
Describe and Configure Additional Functionality
- Create and Configure Channel and Sales Order Attributes
- Configure Commissions and Sales Representatives
- Configure Payment Methods and Card Types
- Configure and Manage Gift Cards
- Describe Omni-Channel Capabilities Including Payments, Orders, and Returns
- Configure Data Distribution
- Create Info Codes, Sub-Codes, and Info Code Groups
- Describe Dynamics 365 Fraud Protection Purchase Protection, Loss Prevention, and Account Protection
Manage Statements
- Describe Advantages of Using Trickle Feed-Based Posting
- Validate Retail Transactions by Using the Transaction Consistency Checker
- Configure and Manage Retail Statement Calculations and Posting
- Troubleshoot Statement Posting Issues
Configure Distributed Order Management (DOM)
- configure Fulfilment Profiles
- Configure Cost Components Including Shipping, Handling, and Packaging Costs
- Configure Management Rules and Parameters
- Monitor Fulfilment Plans and Order Exceptions
Configure Order Fulfilment
- Configure Modes of Delivery Including Shipments, Pick Up, and Carry Out
- Configure Curbside Customer Order Pickup
- Configure Charge Codes, Charge Groups, and Automatic Charges
- Configure and Assign Order Fulfilment Groups

Module 2: Configure Products, Prices, Discounts, Loyalty, and Affiliations

Configure Products and Merchandising
- Configure Product Category Hierarchies
- Configure Product Attributes and Attribute Groups
- Configure Assortments and Product Catalogues
- Manage Product Labels and Shelf Labels
- Describe Uses Cases for Recommendation Types Including Product, Personalised, Shop Similar Looks, and Shop Similar Descriptions Recommendations
- Configure Recommendations
- Configure Warranty Settings
- Configure Inventory Buffers and Inventory Levels
- Configure Products and Variants Including Configuring Barcodes
Manage Pricing
- Design and Create Price Groups
- Configure Pricing Priorities
- Configure Product Pricing Including Smart Rounding
- Configure Catalogues Pricing
- Configure Affiliation Pricing
- Configure Category Pricing Rules
Manage Discounts and Promotions
- Configure Discount Parameters
- Configure Channel or Customer-Specific Discounts
- Configure Quantity, Shipping, Tender-Based, and Threshold-Based Discounts
- Configure Discount Concurrency Rules
- Manage Coupons
Manage Customers, Loyalty, and Affiliations
- Configure Client Books
- Configure Customer Attributes
- Configure Customer Affiliations
- Configure Loyalty Programmes, Loyalty Schemes, and Reward Points
- Manage Loyalty Tier Calculations and Processing

Module 3: Manage Point of Sale (POS) in Dynamics 365 Commerce

Configure Retail Stores
- Create a Retail Store
- Configure POS Registers and Devices
- Configure Retail Profiles
- Configure Sales Tax Overrides
- Configure Task Management Lists and Parameters
- Define Cash Management Processes
- Define Shifts and Shift Management Processes
- Configure Channel Return Policies
- Describe Offline Capabilities and Limitations
Manage Store Inventory
- Configure Availability Calculations for Products
- Manage Inbound and Outbound Inventory Operations
- Process Customer Pick-Up and Shipment Orders
- manage Inventory Processes, Including Stock Counts
- Look Up Product Inventory
- Process Serialised Items
Perform POS Operations
- Perform Sales and Order Processes
- Perform End of Day Processes
- Reconcile Store Cash
- Monitor Store Productivity by Using Task Management and Reporting Features

Module 4: Configure and Manage Dynamics 365 Commerce Call Centres

Configure Call Centres
- create a Call Center
- Configure and Publish Product Catalogues
- Create Product Catalogue Scripts
- Configure Fraud Conditions, Rules, and Variables to Trigger Order Holds
- Configure Fraud Alerts
Configure Continuity Orders and Instalment Billing
- Set Up Continuity Programs and Parameters
- Configure Continuity Order Batch Jobs
- Manage Continuity Child Orders
Manage Call Centres
- Create, Modify, and Process Sales Orders
- Process Call Centre Payments
- Manage Order Holds
- Create Return Merchandise Authorisations (RMAS)
- Process Returns, Exchanges, and Replacements

Module 5: Manage E-Commerce

Configure an E-Commerce Channel
- Create an Online Store
- Configure an E-Commerce Site
- Configure Channel Assignments for an e-Commerce Site
- Configure Ratings and Reviews
Manage E-Commerce Content
- Configure URLs and Aliases
- Configure Product Detail Pages and Category Pages
- Manage Site Themes, Page Fragments, Templates, Layouts, and Pages
- Upload and Manage Digital Assets Including Videos and Images
- Set Focal Points and Attribute Values for Media Assets
- Configure publish groups
Operate an E-Commerce Channel
- Create E-Commerce Orders
- Synchronise E-Commerce Orders
- Moderate Ratings and Reviews
Configure Business-To-Business (B2B) E-Commerce
- Describe Differences Between B2B and Business-To-Consumer (B2C) Solutions
- Describe Use Cases for Organisational Modelling Hierarchies
- Manage Business Partners and Business Partner, Users
- Configure Product Quantity Limits

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Who should attend this Microsoft Dynamics 365 Commerce Functional Consultant MB340 Course?

The Microsoft Dynamics 365 Commerce Functional Consultant MB340 course is designed for professionals who want to specialise in implementing and configuring Dynamics 365 Commerce solutions for businesses. This course will benefit the following professionals:

Dynamics 365 Commerce Functional Consultants
Business Analysts
Retail Operations Managers
E-commerce Managers
Solution Architects
Retail IT Professionals

Prerequisites of the Microsoft Dynamics 365 Commerce Functional Consultant MB340 Course

There are no formal prerequisites to attend the Microsoft Dynamics 365 Commerce Functional Consultant MB340 Training Course. However, a strong understanding of unified commerce business operation will be beneficial.

Microsoft Dynamics 365 Commerce Functional Consultant MB340 Course Overview

Dynamic 365 Functional Consultant is responsible for engaging with subject matter experts and stakeholders, performing discovery, capturing requirements, translating requirements, and confirming the applications and solutions. Microsoft Dynamics 365 Commerce Functional Consultant configure Dynamics 365 Commerce headquarters, manage e-commerce, manage Point of Sale (POS), and configure prices, products, loyalty, affiliations, and discounts. Studying Microsoft Dynamics 365 Commerce Functional Consultant MB340 Training course is helpful for learners to configure, deploy, and maintain Dynamics 365 Commerce. It will help organisations to manage and configure commerce call centres. This training will help learners expand their skills and undertake a variety of tremendous job opportunities in various international companies.

This 5-day Microsoft Dynamics 365 Commerce Functional Consultant MB340 Training Course covers all necessary concepts to help delegates become thoroughly familiar with the dynamics 365 commerce functional consultant. During this training, they will learn about how to configure organisational hierarchies and hierarchy purposes. They will also learn about how to configure and manage gift cards, configure and assign order fulfilment groups, configure data distribution, configure warranty settings, configure category pricing rules, configure channel return policies, and more. Our highly professional trainer with years of experience in teaching Microsoft courses will conduct this training course and will help you get a complete understanding of Microsoft dynamics 365 commerce.

This training will cover various essential topics, such as:    

To create email templates and email notification profiles
To configure payment methods and card types
To troubleshoot statement posting issues
To configure management rules and parameters
To configure continuity order batch jobs
To manage business partners and business partners, users

After attending the Microsoft Dynamics 365 Commerce Functional Consultant MB340 Training Course, delegates will be able to create and configure channel and sales order attributes. They will also be able to validate retail transactions by using the transaction consistency checker.

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What’s included in this Microsoft Dynamics 365 Commerce Functional Consultant MB340 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

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accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (3 days)

Classroom (3 days)

Online Self-paced (24 hours)

Microsoft Dynamics 365 Customisation and Configuration M55242 Course Outline

Module 1: Introduction

Versions of Microsoft Dynamics 365
Dynamics 365 Framework
Dynamics 365 Devices, Apps and Hubs
Tools for Dynamics 365 customisers
Overview of Solutions
Differences between Dynamics 365 Organisations and Environments
Review Further Reading and Resources
Set up the Lab Environment
Lab: Setting up your Lab environment

Module 2: Initial Setup and Configuration

Dynamics 365 Admin Center
Dynamics 365 Deployment Manager
Power Platform Admin Center
Review the System Settings Area
Configure Auto Save Settings
Configure Format Settings
Configure Email Settings
Configure Skype Integration
Configure SharePoint Integration
Configure OneNote Integration
Configure Auditing
Lab: Configure Dynamics 365 System Settings
Lab: Configure Dynamics 365 Audit Settings

Module 3: Security

Design and Configure Business Units
Configure Security Roles
Manage Users and Teams
Implement Access Teams
Configure Hierarchy Security
Lab: Configure Users, Business Units, Security Roles and Access Levels
Lab: Configure Access Teams
Lab: Configure a Management Hierarchy

Module 4: Creating and Managing Entities

Introduction to the Dynamics 365 model
Review the different Entity Types
Create new Custom Entities
Managing Entity Ownership
Managing Entity Properties
Custom Entity Security
Virtual Entities
Review Entities and Solutions
Lab: Creating and Managing Entities

Module 5: Customising Fields

Introduction to Field Customisation
Understand the different Field Types
Review Field Formats
Create a new Field
Review Fields and Solutions
Implement a Calculated Field
Configure Field Level Security
Lab: Creating and Managing Fields
Lab: Creating a Calculated Field
Lab: Configuring Field Level Security

Module 6: Customising Relationships and Mappings

Introduction to Relationships
Review the different Relationship Types
Create a Relationship
Review Relationships and Solutions
Understand Relationship Behaviour
Implement a Hierarchy Relationship
Configure Field Mappings
Lab: Create Entity Relationships
Lab: Create a Hierarchical Relationship
Lab: Configure Field Mappings

Module 7: Customising Forms, Views and Visualisations

Process to create a New Form
Review the Different Form Types
Using the Form Designer
Customising the Main, Quick View, Quick Create and Card Forms
Configure Form Security
Review the Different View Types
Customising System Views
Configure the Editable Grid
Customising System Charts and Dashboards
Lab: Customising Forms
Lab: Configuring System Views
Lab: Configuring Charts and Dashboards

Module 8: Unified Client Interface (UCI)

Introduction to the UCI
App Designer
Using the Sitemap Designer
Configuring UCI Apps
Managing Apps in Solutions
Lab: Customising an existing UCI App
Lab: Build a custom Event Management UCI App

Module 9: Processes: Workflows, Business Process Flows and Custom Actions

Introduction to Processes
Workflow
Business Process Flows
Custom Actions
Lab: Create a Workflow
Lab: Create a Business Process Flow

Module 10: Solution Management

Introduction to Solution Management
How to Add and Administer Components in a Solution?
Differences between Unmanaged and Managed Solutions
How to Export and Import a Solution?
How to set Managed Properties for a Solution?
What happens when you Delete a Solution?
How to Clone a Solution Patch?
How to Clone a Solution?
Lab: Solution Management

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Who should attend this Microsoft Dynamics 365 Customisation and Configuration M55242 Course?

The Microsoft Dynamics 365 Customisation and Configuration M55242 Course is designed for professionals aiming to specialise in customising and configuring Dynamics 365 solutions to meet specific business needs. Here are some of the professionals who can benefit from attending the course:

Dynamics 365 Consultants
Dynamics 365 Administrators
Solution Architects
Business Analysts
CRM Developers
Technical Consultants

Prerequisites of the Microsoft Dynamics 365 Customisation and Configuration M55242 Course

There are no formal prerequisites to attend the Microsoft Dynamics 365 Customisation and Configuration M55242 Course. However, a basic understanding of Microsoft Dynamics 365 would be beneficial.

Microsoft Dynamics 365 Customisation and Configuration M55242 Course Overview

Dynamics 365 Training introduces the capabilities of Microsoft Dynamics 365, emphasising its integral role in optimising business processes. As technology advances, understanding this platform becomes crucial for maintaining competitive business operations and enhancing workflow efficiency.

Mastering this subject is vital for IT professionals and Business Analysts aiming to leverage Dynamics 365 for streamlined operations. The Dynamics 365 Certification is particularly beneficial for those involved in system configuration and customisation, facilitating a more profound integration of the platform into their business strategies.

This 3-days training provided by the Knowledge Academy equips delegates with essential skills in configuration and customisation. Through comprehensive Dynamics 365 Courses, participants will gain hands-on experience, preparing them to implement and manage the Dynamics 365 environment effectively.

Course Objectives

To understand the core functionalities of Dynamics 365
To learn how to customise and configure the system settings
To gain skills in creating and managing Dynamics 365 components
To prepare for the Microsoft Dynamics 365 Certification
To apply best practices in Dynamics 365 deployment and management

Upon completion of this training, delegates will be equipped with the knowledge and practical skills necessary for optimising and customising Dynamics 365, enhancing their professional capabilities in managing the platform.

Please note the exam for this course has been retired by Microsoft.

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What’s included in this Microsoft Dynamics 365 Customisation and Configuration M55242 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

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accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (2 days)

Classroom (2 days)

Online Self-paced (16 hours)

Microsoft Power Apps for End Users 55265AC Course Outline

Module 1: Introduction to PowerApps

What is PowerApps?
Benefits of Apps
How to Get PowerApps
Canvas Apps and Model-Driven Apps
License Options and Costs
Discover PowerApps with Templates
Lab: Introduction to PowerApps

Module 2: Getting Started with PowerApps

Building a New App from a Data Source
Add, Edit, and Remove Controls
Intro to Formulas
Testing an App
App Settings
Publish and Share Apps
Version History and Restore
PowerApps Mobile App
Lab: Getting Started

Module 3: Branding and Media

Less is More
Duplicate Screens
Fonts
Screen Colours and Matching Colours
Screen Backgrounds
Buttons and Icons
Hide on Timer
Size and Alignment by Reference
Show and Hide on Timer
Lab: Branding and Media

Module 4: PowerApps Controls

Text Controls for Data Entry, and Display
Controls - Drop Downs, Combo Box, Date Picker, Radio Button
Forms - Add and Edit Data in Underlying Data Sources Quickly
Charts - Present Information in Pie, Line, and Bar Charts
Lab: Build Apps from Blank

Module 5: Data Sources and Logic

Data Storage and Services
How do I Decide which Database to Use?
Connect to On-Premises Data - Gateway
What is Delegation?
Specific Data Examples
Displaying Data
Lab: Data Source and Logic

Module 6: Model-Driven Apps

What is a Model-Driven App?
Where will My Data be Stored?
How do Create a Model-Driven App
Canvas Vs Model-Driven Summary
Lab: Model-Driven App

Module 7: PowerApp Integration

Embed PowerApps in Teams
Embed PowerApps in SharePoint Online
Start a Flow from a PowerApp
Lab: PowerApp Integration

Module 8: Administration and Maintenance of PowerApps

Identify which Users have been Using Powerapps
Reuse an App in Another Location (Move from Testing or Development to Production)
Review App Usage
Prevent a User from Using Powerapps
Manage Environments
Lab: Administration and Maintenance

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Who should attend this Microsoft Power Apps for End Users 55265AC Course?

The Microsoft Power Apps for End Users 55265AC Course is designed to empower individuals with the skills and knowledge needed to create custom business applications using Microsoft Power Apps. This course will benefit the following professionals:

Business Analysts
Power Users
IT Professionals
Process Owners
Project Managers
Data Analysts
Team Leaders

Prerequisites of the Microsoft Power Apps for End Users 55265AC Course

There are no formal prerequisites to attend the Microsoft Power Apps for End Users 55265AC Course. However, a basic understanding of Microsoft .NET and Visual Studio would be beneficial.

Microsoft Power Apps for End Users 55265AC Course Overview

In today’s digital-first environment, Dynamics 365 Training is essential for seamless integration and automation within businesses. This course specifically hones in on Microsoft Power Apps, a pivotal component of the Microsoft Dynamics 365 suite, emphasising its utility in creating custom business applications.

Understanding Microsoft Power Apps is crucial for IT professionals, Project Managers, and Business Analysts aiming to enhance organisational efficiency through customised solutions. This Dynamics 365 Course equips individuals with the skills needed for developing applications that streamline processes and improve decision-making capabilities.

This 2-day training by the Knowledge Academy is tailored to empower delegates with practical skills in using Microsoft Power Apps within the Dynamics 365 ecosystem. Attendees will gain hands-on experience, which will prepare them for Microsoft Dynamics 365 Certification, enhancing their professional growth and operational productivity.

Course Objectives

To learn how to build custom applications using Microsoft Power Apps
To understand the integration capabilities of Dynamics 365 Courses
To acquire skills for automating business processes
To prepare for Microsoft Dynamics 365 certification exam
To enhance efficiency through tailored business solutions

Upon completion, delegates will be proficient in utilising Microsoft Power Apps to design and deploy customised applications. They will also be better prepared for further Dynamics 365 Certification, significantly boosting their capability to contribute to their organisation’s digital transformation strategies.

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What’s included in this Microsoft Power Apps for End Users 55265AC Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

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accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (4 days)

Classroom (4 days)

Online Self-paced (32 hours)

Microsoft Customer Data Platform Specialty MB260 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Get started with Dynamics 365 Customer Insights – Data

Introduction
Dynamics 365 Customer Insights - Data
Work with Demo Data
Get Started
Consume Customer Insights Data

Module 2: Ingest Data into Customer Insights – Data

Introduction
Import Data Sources Using Power Query
Clean, Transform, and Load Data
Connect to an Azure Data Lake
Connect to a Microsoft Dataverse
Work with Data Sets
Refresh Data Sources

Module 3: Create a Unified Customer Profile in Dynamics 365 Customer Insights – Data

Introduction
Define Source Columns
Define Duplicate Record Settings
Define Matching Rules
Create a Unified Customer Profile
Exercise - Create a Customer Insights - Data instance, Ingest Data, and Unify Data

Module 4: Work with Dynamics 365 Customer Insights – Data

Introduction
Configure Searching and Filtering Indexes
Define Activities
Work with Measures
Segmentation
Get Suggested Segments
Segment Insights
Use Customer Insights - Data for a Complete Solution

Module 5: Enrich data and predictions with Customer Insights – Data

Introduction
Enrich Data
Brand and Interest Enrichment
Use Enrichment Services
Work with Predictions
Predict Subscription Churn
Use Machine-Learning Models

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Who should attend this Microsoft Customer Data Platform Specialty MB260 Training?

The Microsoft Customer Data Platform Specialty MB260 Training is targeted towards professionals who are focused on leveraging customer data for actionable insights, personalised marketing, and enhanced customer experiences. The following professionals will benefit from this course:

Customer Relationship Managers
IT Managers
Sales Managers
Database Administrators
Data Scientists
E-commerce Managers
Social Media Managers

Prerequisites of the Microsoft Customer Data Platform Specialty MB260 Training

There are no formal prerequisites for the Microsoft Customer Data Platform Specialty MB260 Training. However, some Familiarity with Dynamics 365 Customer Insights and some firsthand experience with one or more Dynamics 365 Apps.

Microsoft Customer Data Platform Specialty MB260 Course Overview

Dynamics 365 Training is essential for organisations seeking to leverage customer data for strategic advantage. This training delves into Microsoft's Customer Data Platform, demonstrating its relevance in today's data-driven landscape where understanding and predicting customer behaviours are paramount.

Mastery of Microsoft Dynamics 365 Certification is crucial for IT professionals, data analysts, and marketing specialists aiming to optimise customer interactions and enhance business outcomes. Professionals in these roles will find the Dynamics 365 Course instrumental in advancing their skills and career prospects.

This 4-day training by The Knowledge Academy equips delegates with comprehensive insights into Dynamics 365 Courses, focusing on practical applications and effective strategies for data management. The course is designed to empower professionals with the tools to implement Microsoft Dynamics 365 effectively in their operations.

Course Objectives

To understand the core functionalities of the Microsoft Dynamics 365 platform
To learn to analyse and utilise customer data effectively
To gain practical skills in managing and integrating customer insights
To prepare for Dynamics 365 Certification with expert guidance
To implement best practices in data-driven strategies

Upon completion of this course, delegates will be equipped with the knowledge and skills to effectively utilise the Dynamics 365 platform, enhancing their capability to drive business success through strategic data management and customer engagement.

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What’s included in this Microsoft Customer Data Platform Specialty MB260 Training?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

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accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (1 days)

Classroom (1 days)

Online Self-paced (8 hours)

Introduction to Microsoft Dynamics 365 55250A Training Course Outline

Module 1: Introduction

What is Dynamics 365?
Benefits of Dynamics 365
Sales Apps and Hubs
Customer Service Apps and Hubs
Marketing App
Dynamics 365 and PowerApps
Web Interface
Outlook Interface
Lists and Grids
Forms
Look ups and Related Records
Where to get Help
Further reading and resources
Lab: Setting up your lab environment
Lab: Dynamics 365 Orientation

Module 2: Records, Activities and Personal Options

Records and Relationships
Activities
Timeline Control
Relationship Assistant
Connections
Setting your Personal Options
Lab: Set Personal Options
Lab: Working with Activities

Module 3: Performing Work in Dynamics 365

Working with data and records
Security considerations
System Views and Personal Views
Creating a Record
Editing an existing Record
Deleting a Record
Related Records
Reassigning a Record to a new Owner
Sharing a record with another User or Team
Performing operations on multiple Records
Lab: Managing Records
Lab: Create a Personal View

Module 4: Searching in Dynamics 365

Introduction to searching in Dynamics 365
Global Search
Quick Find
Advanced Find
Lab: Using Global Find
Lab: Using Quick Find
Lab: Using Advanced Find

Module 5: Reports, Charts and Dashboards

Introduction to Reports, Charts and Dashboards
Default Reports
Reporting Wizard
Working with Charts
Working with Dashboards
Lab: Create a custom Report
Lab: Explore the Charts
Lab: Explore the Dashboards

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Who should attend this Introduction to Microsoft Dynamics 365 55250A Training?

The Introduction to Microsoft Dynamics 365 55250A Training is ideal for professionals who wish to enhance their understanding and proficiency in using Microsoft Dynamics 365. This training is suitable for:

Business Analysts
IT Managers
CRM Administrators
Sales Managers
Marketing Professionals
Customer Service Representatives
IT Support Specialists

Prerequisites of the Introduction to Microsoft Dynamics 365 55250A Training

To register in the Introduction to Microsoft Dynamics 365 55250A Training, participants are required to possess some proficiency in using Microsoft Office, including Microsoft Excel and Microsoft Outlook.

Introduction to Microsoft Dynamics 365 55250A Training Course Overview

Dynamics 365 is pivotal for professionals navigating the expansive realm of digital business solutions. This course introduces Microsoft Dynamics 365, a suite designed to enhance business operations through integrated cloud-based applications, demonstrating its relevance in today’s technology-driven marketplace.

Grasping the fundamentals of Microsoft Dynamics 365 is essential for IT professionals, Business Analysts, and Project Managers focused on optimising business processes. This Dynamics 365 Course lays the foundation for understanding how integrated solutions can drive efficiency and transformation across various business functions.

This 1-day training provided by the Knowledge Academy offers a comprehensive introduction to Microsoft Dynamics 365. Delegates will gain critical insights into the functionalities and applications of Dynamics 365, setting the stage for further Dynamics 365 Certification and successful implementation within their organisations.

Course Objectives

To introduce the basics of Microsoft Dynamics 365
To explore the key functionalities and benefits of Dynamics 365 Courses
To prepare delegates for advanced Microsoft Dynamics 365 subjects
To demonstrate real-world application of Dynamics 365 tools
To lay the groundwork for future Dynamics 365 Certification

Upon completion, delegates will understand the core components and capabilities of Microsoft Dynamics 365. They will be equipped with the foundational knowledge necessary for advancing towards Microsoft Dynamics 365 Certification, ultimately enhancing their skills in deploying and managing digital solutions in a corporate environment.

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What's Included in this Introduction to Microsoft Dynamics 365 55250A Training?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

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More information

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accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (1 days)

Classroom (1 days)

Online Self-paced (8 hours)

Introduction to AL Programming in Dynamics 365 Business Central Training Course Outline

Module 1: Introduction to AL

Introduction
Get Started with Application Language

Module 2: Work With Identifiers, Syntax, and Variables

Introduction
Protected Variables
Guidelines for Placing AL Code
Reusing Code

Module 3: Discover Intrinsic Data Types

Introduction
Fundamental Data Types
Complex Data Types

Module 4: Options, Enums, and Working with Collections

Introduction to Options and Enums
Introduction to Collection
Arrays
Lists
Dictionary

Module 5: Use Assignments and Type Conversions

Introduction to Use Assignments and Type Conversions

Module 6: Define Different Expression Types

Introduction
Unary Operators
String Operators
Arithmetic Operators
Relational Expressions
Logical Expressions
Boolean Expressions

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Who should attend this Introduction to AL Programming in Dynamics 365 Business Central Training?

The Introduction to AL Programming in Dynamics 365 Business Central Training Course is designed for individuals who are interested in or have a role related to developing, customising, or configuring Dynamics 365 Business Central, which is Microsoft's ERP (Enterprise Resource Planning) solution. This course is particularly suitable for:

Dynamics 365 Business Central Developers
ERP Implementation Specialists
Business Analysts
Software Developers
IT Managers
Systems Architects
Systems Administrators

Prerequisites of the Introduction to AL Programming in Dynamics 365 Business Central Training

There are no formal prerequisites for attending this Introduction to AL Programming in Dynamics 365 Business Central Training. However, having prior knowledge of Dynamics 365 Business Central and its basic functionality and understanding of programming concepts would be beneficial for the delegates.

Introduction to AL Programming in Dynamics 365 Business Central Training Course Overview

AL Programming is integral to customising Dynamics 365 Business Central, Microsoft's comprehensive business management solution. This course introduces AL, the programming language used to extend and tailor the platform to meet specific business needs, highlighting its relevance in enhancing operational workflows.

Knowledge of AL programming is vital for Developers, IT professionals, and System Administrators who aim to customise Dynamics 365 Business Central for their organisations. This Dynamics 365 Course is crucial for those looking to develop bespoke solutions that optimise business processes and improve user experiences.

This 1-day training by the Knowledge Academy provides hands-on experience in AL programming within the Dynamics 365 environment. Delegates will learn to build and deploy custom extensions and applications, preparing them for further Dynamics 365 Certification and empowering them to contribute effectively to business operations.

Course Objectives

To introduce the basics of AL programming language
To demonstrate customisation techniques in Dynamics 365 Business Central
To prepare delegates for Microsoft Dynamics 365 Certification
To provide practical experience with real-world application scenarios
To enhance skills in developing tailored business solutions

Upon completion, delegates will possess a solid foundation in AL programming for Dynamics 365 Business Central. This knowledge will enable them to develop custom functionalities within the platform, facilitating their progression towards advanced Dynamics 365 Certifications, and ultimately improving their organisation's digital infrastructure.

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What's Included in this Introduction to AL Programming in Dynamics 365 Business Central Training?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

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More information

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accredited by

Our Microsoft training course is accredited by Microsoft

Duration

Online Instructor-led (5 days)

Classroom (5 days)

Online Self-paced (40 hours)

Microsoft Dynamics 365 Business Central Developer (MB-820) Training Course Outline

Module 1: Get started with Microsoft Dynamics 365 Business Central

Start your Free Dynamics 365 Business Central Trial
Introduction to the capabilities of Microsoft Dynamics 365 Business Central
Customise Microsoft Dynamics 365 Business Central

Module 2: Use Application Development Best Practices in Microsoft Dynamics 365 Business Central

Introduction to Application Types in Business Central
Understand the Process of Bringing an App to AppSource in Business Central
Consider Application Monetisation Responsibilities in Business Central
Implement SaaSification Techniques in Business Central
Prepare for an Easy Application Upgrade Experience in Business Central
Learn about Application Performance and Monitoring in Business Central
Implement Test Automation Techniques in Business Central

Module 3: Deploy and Configure Microsoft Dynamics 365 Business Central

Administer Dynamics 365 Business Central online
Create New Companies in Business Central
Migrate Data to Business Central
Migrate on-Premises Data to Dynamics 365 Business Central
Manage Users and Implement Security in Dynamics 365 Business Central
Set up Email in Dynamics 365 Business Central
Integrate Dynamics 365 Business Central with Outlook
Integrate Dynamics 365 Business Central with Teams
Create Workflows in Dynamics 365 Business Central
Use Approval Workflows in Dynamics 365 Business Central

Module 4: Discover the Foundation of Customising Microsoft Dynamics 365 Business Central

Introduction to the Development Environment for Dynamics 365 Business Central
Work with Tables in Dynamics 365 Business Central
Extend and Modify an Existing Table in Dynamics 365 Business Central
Work with Pages in Dynamics 365 Business Central
Extend and Modify an Existing Page in Dynamics 365 Business Central
Work with Entitlements and Permission Sets in Dynamics 365 Business Central
Introduction to Integrating Dataverse with Dynamics 365 Business Central
Debug and Deploy your Extension in Dynamics 365 Business Central

Module 5: Build Reports for Microsoft Dynamics 365 Business Central

Introduction to Report Components in Dynamics 365 Business Central
Use the Report Design Process in Dynamics 365 Business Central
Design the Data Model of a Report in Dynamics 365 Business Central
Add a Layout to a Report in Dynamics 365 Business Central
Complete the Report Request Page in Dynamics 365 Business Central
Add Reports to Tell Me and Substitute a Report in Dynamics 365 Business Central
Use Report Triggers, Functions, and Processing-Only Reports in Dynamics 365 Business Central
Implement Multilingual Reports in Dynamics 365 Business Central
Work with Reports in Dynamics 365 Business Central
Analyse List Data using Data Analysis Mode in Business Central
Extend Reports in Dynamics 365 Business Central

Module 6: Learn the Application Foundation with the AL Programming Language for Microsoft Dynamics 365 Business Central

Introduction to the Basics of AL Programming in Dynamics 365 Business Central
Learn the AL Statements in Dynamics 365 Business Central
Work with AL Built-in Functions in Dynamics 365 Business Central
Handle Errors by using Application Language in Dynamics 365 Business Central
Create Custom Procedures in Dynamics 365 Business Central
Work with Code Units in Dynamics 365 Business Central
Use Events and Triggers in Dynamics 365 Business Central
Implement Interfaces in Dynamics 365 Business Central
Manipulate Data by Using Code in Dynamics 365 Business Central
Manage Multilanguage Development in Dynamics 365 Business Central

Module 7: Learn about the Data Management Foundation in Microsoft Dynamics 365 Business Central

Introduction to the Basics of File Management in Dynamics 365 Business Central
Work with XMLports in Dynamics 365 Business Central
Work with Queries in Dynamics 365 Business Central

Module 8: Interface with Microsoft Dynamics 365 Business Central

Work with Web Services in Dynamics 365 Business Central
Work with the API in Dynamics 365 Business Central
Access REST Services from within Dynamics 365 Business Central
Use Azure Functions with Dynamics 365 Business Central
Build Control Add-In Objects in Dynamics 365 Business Central
Use AL-Controlled Barcode Scanning in Dynamics 365 Business Central

Module 9: Tailor Roles and Design the UI for Microsoft Dynamics 365 Business Central

Set up Onboarding Experiences in Dynamics 365 Business Central
Develop a Role Centre in Dynamics 365 Business Central
Build an Assisted Setup in Dynamics 365 Business Central
Send Notifications in Dynamics 365 Business Central
Customise the UI Experience in Dynamics 365 Business Central

Module 10: Work with Essential Development Standards for Microsoft Dynamics 365 Business Central

Identify Functional Table Types and Characteristics in Dynamics 365 Business Central
Implement the Data Process Model in Dynamics 365 Business Central
Work with Master Data in Dynamics 365 Business Central
Use Document Standards in Dynamics 365 Business Central

Module 11: Work with Source Control using Git in Visual Studio Code for Business Central

Configure Git
Compare and Contrast Local and Remote Repositories
Use the .Gitignore File
Add and Remove Files in Git
Get the Status of your Git Repository
Use a Remote Git Repository
Clone a Remote Git Repository
Work with a Remote Git Repository
Exercise - Source Control with Git

Module 12: Continuous Integration with Azure DevOps for Microsoft Dynamics 365 Business Central

Use Application Lifecycle Management for Business Central
Work with Source Control using Git in Visual Studio Code for Business Central
Use Branching and Merging with Git for Business Central
Use Docker in your Business Central Development Process
Introduction to Test Automation in Business Central
Use Azure Pipelines for CI/CD with Business Central
Work with Azure Boards for Project Management in Business Central

Module 13: Develop using Power Apps and Power Automate for Dynamics 365 Business Central

Introduction to Microsoft Power Platform and Business Central
Create a Canvas App Based on Business Central Data
Use Power Automate with Business Central
Use Model-Driven Apps and Dataverse with Business Central
Create a Custom Connector to Extend Microsoft Power Platform functionalities with Business Central

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Who Should Attend this Microsoft Dynamics 365 Business Central Developer (MB-820) Training?

This Microsoft Dynamics 365 Business Central Developer (MB-820) Training Course is designed for anyone who wants to enhance skills in ERP development and modern cloud-based business applications. However, this training will be beneficial for:

Dynamics 365 Developers
ERP Consultants
Solution Architects
Business Application Developers
IT Systems Analysts
Software Engineers
Technical Consultants

Prerequisites of the Microsoft Dynamics 365 Business Central Developer (MB-820) Training

There are no formal prerequisites for attending this Microsoft Dynamics 365 Business Central Developer (MB-820) Training.

Microsoft Dynamics 365 Business Central Developer (MB-820) Training Course Overview

Microsoft Dynamics 365 Business Central Developer (MB-820) Training is a comprehensive course designed to equip developers with the skills to customise, extend, and deploy solutions within Dynamics 365 Business Central. This training is crucial for developers looking to optimise business processes, automate tasks, and integrate various systems using Dynamics 365 Business Central's advanced capabilities. For individuals, the training provides hands-on skills in business application development and cloud-based ERP solutions, expanding their expertise in Dynamics 365. Career-wise, individuals gain valuable experience in modern ERP development, making them suitable for roles such as Dynamics 365 developer, solution architect, or ERP consultant.

In this training course, delegates will learn how to develop, customise, and deploy solutions for Dynamics 365 Business Central. The course covers essential development techniques, including working with the AL programming language, customising the user interface, integrating with other services, and developing extensions. Delegates will also explore key aspects such as data management, report building, and application lifecycle management using tools like Azure DevOps. This training will be conducted by our highly professional and skilled trainer, who has years of experience in teaching.

Course Objectives

To configure Dynamics 365 Business Central for customised business solutions
To implement best practices in application development for Business Central
To work with AL programming language and custom extensions
To deploy and manage data migration to Dynamics 365 Business Central
To integrate Dynamics 365 Business Central with other Microsoft services

After attending this training course, delegates will be capable of developing customised business applications in Dynamics 365 Business Central, from creating extensions to deploying full-scale solutions. They will understand how to manage data, automate processes, integrate with other services, and follow best practices in version control and application lifecycle management.

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What’s included in this Microsoft Dynamics 365 Business Central Developer MB820 Training Course?

World-Class Training Sessions from Experienced Instructors
Microsoft Dynamics 365 Business Central Developer MB820 Training Course Certificate
Digital Delegate Pack

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Not sure which course to choose?

Speak to a training expert for advice if you are unsure of what course is right for you. Give us a call on +918037244591 or Enquire.

Package deals for Microsoft Dynamics 365 Training

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