Introduction to Microsoft Dynamics 365 (ERP)

Introduction to Microsoft Dynamics 365 (ERP) (MB-920T00)

Course Length: 1 day
Delivery Methods: Available as private class only
Course Overview

This course will provide you with a broad introduction to the finance and operations capabilities of Dynamics 365. You will become familiar with the concept of enterprise resource management (ERP), as well as each of the finance and operations apps, including Dynamics 365 Supply Chain Management, Dynamics 365 Finance, Dynamics 365 Commerce, Dynamics 365 Human Resources, and the ERP capabilities of Dynamics 365 Project Operations. This course will include lecture as well as hands-on-labs.

People in different roles and at various stages in their careers can benefit from this fundamentals course. This includes business stakeholders and others who want to be exposed to the finance and operations capabilities of Dynamics 365, students, recent graduates, and people changing careers who want to leverage Dynamics 365 to move to the next level.

Course Benefits
  • Describe the core capabilities of Dynamics 365 finance and operations apps.
  • Describe the capabilities and functionality of Dynamics 365 Finance.
  • Describe the capabilities and functionality of Dynamics 365 Supply Chain Management.
  • Describe the capabilities and functionality of Dynamics 365 Commerce.
  • Describe the capabilities and functionality of Dynamics 365 Human Resources.
  • Describe the capabilities and functionality of Dynamics 365 Project Operations (ERP).
Microsoft Certified Partner

Webucator is a Microsoft Certified Partner. This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).

Course Outline
  1. Describe the finance and operations apps
    1. Describe enterprise resource planning (ERP)
    2. Describe the business value of Dynamics 365 Finance
    3. Describe the business value of Dynamics 365 Supply Chain Management
    4. Describe the business value of Dynamics 365 Commerce
    5. Describe the business value of Dynamics 365 Human Resources
    6. Describe the business value of Dynamics 365 Project Operations
    7. Describe finance and operations apps use cases
    8. Describe the finance and operations apps user interfaces
  2. Describe shared features of the finance and operations apps
    1. Describe security capabilities
    2. Describe workflow capabilities
    3. Describe the concept of batch jobs
    4. Describe the concept of number sequence
    5. Describe Copilot capabilities
  3. Describe reporting and integration capabilities in finance and operations apps
    1. Describe built-in reporting capabilities
    2. Describe how to use Microsoft Power BI to analyze data
    3. Describe Microsoft Office 365 integration capabilities
    4. Describe options for integrating finance and operations apps with Microsoft Power Platform
    5. Explore business events integration capabilities
  4. Describe Dynamics 365 Finance core capabilities
    1. Describe Finance capabilities and features
    2. Describe organization and legal entities
    3. Describe reporting currency and accounting currency
    4. Describe tax capabilities
    5. Describe cost accounting concepts
    6. Describe use cases for Dynamics 365 Finance agents
  5. Describe the general ledger in Dynamics 365 Finance
    1. Describe the chart of accounts functionality
    2. Describe the concept of a fiscal calendar
    3. Describe financial dimensions and dimension set concepts
    4. Describe the accounting structure
    5. Describe journaling concepts
    6. Describe periodic financial processes
  6. Describe accounts payable and accounts receivable in Dynamics 365 Finance
    1. Describe core accounts payable components
    2. Describe vendor payments and settlements
    3. Describe core accounts receivable components
    4. Describe credit management processes
    5. Describe credit and collection processes
    6. Describe the concept of subscription billing
  7. Describe expense management, fixed asset management, and budgeting in Dynamics 365 Finance
    1. Describe cash and bank management concepts
    2. Describe expense management
    3. Describe fixed asset management
    4. Describe budgeting capabilities
  8. Describe Dynamics 365 Supply Chain Management core capabilities
    1. Describe use cases for Dynamics 365 Supply Chain Management
    2. Describe products and released products
    3. Describe product master records, product variants, and product dimensions
    4. Describe product setup
    5. Describe pricing and discounts
    6. Describe intercompany capabilities
    7. Describe purchase and sales agreements
  9. Describe the sales and procurement processes in Dynamics 365 Supply Chain Management
    1. Describe the order-to-cash process
    2. Describe the sales order and sales return creation processes
    3. Describe the fulfillment process
    4. Describe the procure-to-pay process
    5. Describe purchase requisitions
    6. Describe the purchase order creation and purchase return processes
    7. Describe purchase order receipts
  10. Describe inventory and warehousing capabilities in Dynamics 365 Supply Chain Management
    1. Describe costing methods
    2. Describe on-hand inventory capabilities
    3. Identify types of inventory journals
    4. Describe quality management capabilities
    5. Describe use cases for Warehouse Management Systems (WMS)
    6. Describe the Warehouse Management mobile app
    7. Describe use cases for Transportation Management Systems
    8. Describe use cases for landed cost
  11. Describe the manufacturing process in Dynamics 365 Supply Chain Management
    1. Describe lean, discrete, and process manufacturing
    2. Describe manufacturing strategies
    3. Describe bills of materials (BOMs), routes, and operations
    4. Identify the production lifecycle stages
    5. Describe shop floor management
    6. Describe master planning and planning optimization
Class Materials

Each student will receive a comprehensive set of materials, including course notes and all the class examples.

Live Private Class
  • Private Class for your Team
  • Live training
  • Online or On-location
  • Customizable
  • Expert Instructors
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