Microsoft Dynamics 365 Fundamentals MB920 in Albany, NY

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