MB-920T00 Microsoft Dynamics 365 Fundamentals (ERP)

Price
$695.00 USD

Duration
1 Day

 

Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

Do you want to learn more about Dynamics 365? 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) and learn about the core capabilities of the finance and operations apps. Then we will discuss each of the apps individually, focusing on Dynamics 365 Finance and Dynamics 365 Supply Chain Management. This course will include lecture and hands-on-labs.

Course Objectives

  • 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)

Who Should Attend?

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.

  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
  • Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Learning Credits: Learning Credits can be purchased well in advance of your training date to avoid having to commit to specific courses or dates. Learning Credits allow you to secure your training budget for an entire year while eliminating the administrative headache of paying for individual classes. They can also be redeemed for a full year from the date of purchase. If you have previously purchased a Learning Credit agreement with New Horizons, you may use a portion of your agreement to pay for this class.

If you have questions about Learning Credits, please contact your Account Manager.

Corporate Tech Pass: Our Corporate Tech Pass includes unlimited attendance for a single person, in the following Virtual Instructor Led course types: Microsoft Office, Microsoft Technical, CompTIA, Project Management, SharePoint, ITIL, Certified Ethical Hacker, Certified Hacking Forensics Investigator, Java, Professional Development Courses and more. The full list of eligible course titles can be found at https://www.newhorizons.com/eligible.

If you have questions about our Corporate Tech Pass, please contact your Account Manager.

Course Prerequisites

Students don’t need to have any experience with Dynamics 365 before taking this course; however, students should have a fundamental understanding of financial principles and business operations. Additionally, a basic level of familiarity with computer technology, cloud computing, and the internet is assumed.

Agenda

1 - Describe the finance and operations apps

  • Describe enterprise resource planning (ERP)
  • Describe the business value of Dynamics 365 Finance
  • Describe the business value of Dynamics 365 Supply Chain Management
  • Describe the business value of Dynamics 365 Commerce
  • Describe the business value of Dynamics 365 Human Resources
  • Describe the business value of Dynamics 365 Project Operations
  • Describe finance and operations apps use cases
  • Describe the finance and operations apps user interfaces
  • Module assessment

2 - Describe shared features of the finance and operations apps

  • Describe security capabilities
  • Describe workflow capabilities
  • Describe the concept of batch jobs
  • Describe the concept of number sequence
  • Describe Copilot capabilities
  • Module assessment

3 - Describe reporting and integration capabilities in finance and operations apps

  • Describe built-in reporting capabilities
  • Describe how to use Microsoft Power BI to analyze data
  • Describe Microsoft Office 365 integration capabilities
  • Describe options for integrating finance and operations apps with Microsoft Power Platform
  • Explore business events integration capabilities
  • Module assessment

4 - Describe Dynamics 365 Finance core capabilities

  • Describe Finance capabilities and features
  • Describe organization and legal entities
  • Describe reporting currency and accounting currency
  • Describe tax capabilities
  • Describe cost accounting concepts
  • Describe use cases for Dynamics 365 Finance agents
  • Module assessment

5 - Describe the general ledger in Dynamics 365 Finance

  • Describe the chart of accounts functionality
  • Describe the concept of a fiscal calendar
  • Describe financial dimensions and dimension set concepts
  • Describe the accounting structure
  • Describe journaling concepts
  • Describe periodic financial processes
  • Module assessment

6 - Describe accounts payable and accounts receivable in Dynamics 365 Finance

  • Describe core accounts payable components
  • Describe vendor payments and settlements
  • Describe core accounts receivable components
  • Describe credit management processes
  • Describe credit and collection processes
  • Describe the concept of subscription billing
  • Module assessment

7 - Describe expense management, fixed asset management, and budgeting in Dynamics 365 Finance

  • Describe cash and bank management concepts
  • Describe expense management
  • Describe fixed asset management
  • Describe budgeting capabilities
  • Module assessment

8 - Describe Dynamics 365 Supply Chain Management core capabilities

  • Describe use cases for Dynamics 365 Supply Chain Management
  • Describe products and released products
  • Describe product master records, product variants, and product dimensions
  • Describe product setup
  • Describe pricing and discounts
  • Describe intercompany capabilities
  • Describe purchase and sales agreements
  • Module assessment

9 - Describe the sales and procurement processes in Dynamics 365 Supply Chain Management

  • Describe the order-to-cash process
  • Describe the sales order and sales return creation processes
  • Describe the fulfillment process
  • Describe the procure-to-pay process
  • Describe purchase requisitions
  • Describe the purchase order creation and purchase return processes
  • Describe purchase order receipts
  • Module assessment

10 - Describe inventory and warehousing capabilities in Dynamics 365 Supply Chain Management

  • Describe costing methods
  • Describe on-hand inventory capabilities
  • Identify types of inventory journals
  • Describe quality management capabilities
  • Describe use cases for Warehouse Management Systems (WMS)
  • Describe the Warehouse Management mobile app
  • Describe use cases for Transportation Management Systems
  • Describe use cases for landed cost
  • Module assessment

11 - Describe the manufacturing process in Dynamics 365 Supply Chain Management

  • Describe lean, discrete, and process manufacturing
  • Describe manufacturing strategies
  • Describe bills of materials (BOMs), routes, and operations
  • Identify the production lifecycle stages
  • Describe shop floor management
  • Describe master planning and planning optimization
  • Module assessment
 

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We can enroll multiple students in an upcoming class or schedule a dedicated private training event designed to meet your organization’s needs.

CourseID: 3601907E
 



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