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This course will provide you with a broad introduction to the finance and operations capabilities of Dynamics 365.

  • Course Start Date: 2022-08-25
  • Time: 09:00:00 - 17:00:00
  • Duration: 2 days 09:00 AM - 05:00 PM
  • Location: Virtual
  • Delivery Method(s): Virtual Instructor Led
$1,545.00
August 25th
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Course Outline

Lessons

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.​

WHO SHOULD ATTEND?

People in different roles and at various stages in their careers can benefit from this fundamentals course. This includes IT professionals, 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.

WHAT YOU'LL LEARN

Students will learn to,

  • Describe the capabilities and functionality of Dynamics 365 Supply Chain Management
  • Describe the capabilities and functionality of Dynamics 365 Finance
  • 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)

COURSE OUTLINE

Module 1: Learn the Fundamentals of Dynamics 365 Supply Chain Management

This module covers the basic concepts of enterprise resource management and what the finance and operations apps have in common before diving into Dynamics 365 Supply Chain Management. We begin with the standard marketing business processes and how Marketing addresses those. Then we examine the product capabilities. Finally, we cover additional marketing apps such as LinkedIn Campaign Manager, Dynamics 365 Customer Voice and Dynamics 365 Customer Insights.

Lessons

  • Get introduced to the finance and operations apps
  • Identify general capabilities of Dynamics 365 Supply Chain Management
  • Explore warehouse and inventory capabilities in Dynamics 365 Supply Chain Management
  • Explore manufacturing strategies in Dynamics 365 Supply Chain Management
  • Explore asset management capabilities in Dynamics 365 Supply Chain Management
  • Capstone lab

After completing this module, students will be able to:

  • Describe the common features of the finance and operations apps
  • Describe the general capabilities of Dynamics 365 Supply Chain Management
  • Describe the warehouse and inventory management, manufacturing and asset management capabilities

Module 2: Learn the Fundamentals of Dynamics 365 Finance

In this module we take a look at Dynamics 365 Finance. We will cover core capabilities of the product before focusing on general ledger, accounts payable and accounts receivable. Next, we explore expense management and budgeting in Dynamics 365 Finance.

Lessons

  • Explore Dynamics 365 Finance core capabilities
  • Explore general ledger
  • Explore accounts payable and accounts receivable
  • Explore expense management, fixed asset management, and budgeting
  • Capstone lab

After completing this module, students will be able to:

  • Discuss Dynamics 365 Finance core capabilities
  • Discuss general ledger, accounts payable and accounts receivable
  • Discuss expense management, fixed asset management, and budgeting

Module 3: Learn the Fundamentals of Dynamics 365 Commerce

In this module we take a look at Dynamics 365 Commerce. We will cover core capabilities of the product before turning our attention to Dynamics 365 Fraud Protection and its capabilities.

Lessons

  • Explore Dynamics 365 Commerce capabilities
  • Explore Dynamics 365 Fraud Protection
  • Capstone lab

After completing this module, students will be able to:

  • Discuss Dynamics 365 Commerce
  • Discuss Dynamics 365 Fraud Protection

Module 4: Learn the Fundamentals of Dynamics 365 Human Resources

In this module we take a look at Dynamics 365 Human Resources. We will cover core capabilities of the product before turning our attention to the personnel management capabilities of the product.

Lessons

  • Explore Dynamics 365 Human Resources core capabilities
  • Explore the personnel management capabilities
  • Capstone lab

After completing this module, students will be able to:

  • Discuss the core capabilities of Dynamics 365 Human Resources
  • Discuss personnel management capabilities

Module 5: Learn the Fundamentals of Dynamics 365 Project Operations (ERP)

In this module we take a look at the enterprise resource capabilities of Dynamics 365 Project Operations. We will cover the project lifecycle as well as the project planning and execution capabilities of the product.

Lessons

  • Identify project lifecycle management capabilities in Dynamics 365 Project Operations
  • Explore the project planning and execution capabilities of Dynamics 365 Project Operations

After completing this module, students will be able to:

  • Discuss the project lifecycle management capabilities in Dynamics 365 Project Operations
  • Explore the project planning and execution capabilities of Dynamics 365 Project Operations

Additional Reading

Please review the content associated with this course on Microsoft Learn. Please note that there is a separate learning path per product.

 

LABS OUTLINE

  • Lab: Navigate the finance and operations apps
  • Lab: Explore workspaces and filtering
  • Lab: Create a Product
  • Lab: Create a Purchase Order
  • Lab: Create a Warehouse
  • Lab: Create a Production Order
  • Lab: Create a planned Work Order
  • Lab: Dynamics 365 Supply Chain Management Capstone lab
    • Explore Product Management
    • Explore Warehouse Management
    • Explore Production Management
    • Explore Inventory Management
    • Explore Procurement and Sourcing
  • Lab: Capstone lab
  • Lab: Create a vendor payment journal
  • Lab: Create a financial dimension 
    • Explore the General Ledger
    • Explore Accounts Payable
    • Explore Accounts Receivable
  • Lab: Create a discount product
  • Lab: Create a product assortment
  • Lab: Capstone lab
    • Explore Commerce Headquarters
  • Lab: Capstone lab
    • Explore Human Resources

Cancellation Policy

We require 16 calendar days notice to reschedule or cancel any registration. Failure to provide the required notification will result in 100% charge of the course. If a student does not attend a scheduled course without prior notification it will result in full forfeiture of the funds and no reschedule will be allowed. Within the required notification period, only student substitutions will be permitted. Reschedules are permitted at anytime with 16 or more calendar days notice. Enrollments must be rescheduled within six months of the cancel date or funds on account will be forfeited.

Training Location

Online Classroom
your office

your city, your province
your country   

About Global Knowledge

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Global Knowledge is the world's leading learning services and professional development solutions provider. We deliver learning solutions to support customers as they adapt to key business transformations and technological advancements that drive the way that organizations around the world differentiate themselves and thrive. Our learning programs, whether designed for a global organization or an individual professional, help businesses close skills gaps and foster an environment of continuous talent development.

Training Provider Rating

This vendor has an overall average rating of 4.38 out of 5 based on 431 reviews.

I would never take another course that starts at 11AM and goes to 9PM again. The way the course was laid out really took away from ... Read more
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I would never take another course that starts at 11AM and goes to 9PM again. The way the course was laid out really took away from the capturing of what was presented as it was 5-6 hours of watching a screen before getting to the actual labs. There has to be a better way to lay out this particular course. In my previous course, the lectures were broken up by labs which worked out fantastic and kept you engaged in the course. There were days when in order to actually complete the labs, would go over the 9PM day end time frame. Was able to get the primary labs done, but if you want to get all the content completed, you cannot complete it in the window of this course, you will need to come back on your own time.

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Instructor was great
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Wasn’t as advanced as I thought it would be. There was an issue when the day my course was the first time they used a new platfo ... Read more
x

Wasn’t as advanced as I thought it would be. There was an issue when the day my course was the first time they used a new platform.. from adobe to something called zoom; I had to call support line cause it stated our instructor wasn’t present. Thankfully I called cause everyone online was in the adobe virtual classroom waiting for what looked like a teacher who didn’t show up for class (IT didn’t get anything resolved until 10mins after start time). I felt like he was really getting hung up on very basic knowledge for the first half of the course (talking about how to create tabs and drag formulas as an example). I completed files a few times before he was done explaining. There was a scheduled fire drill for them (roughly 30mins)that also cut into our time, which wasn’t deducted from the hour lunch break or the two, fifteen min breaks. I also really wish he touched base more on the automating workbook functions portion which we barely did. I'm happy there were/are those study guides (learning videos) and exams to take on my own time that I hope after I've had the class are still available for me to learn from.

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