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Microsoft

Get started with finance and operations apps

Microsoft via Microsoft Learn

Overview

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  • Module 1: Microsoft Dynamics 365 enables organizations to evolve from reactive business decisions to proactive insights that allow your employees to accelerate business results.
  • In this module, you'll:

    • Explore Dynamics 365 applications.
    • Discover business value in Dynamics 365 applications and how they support digital transformation.
    • Learn about the role of artificial intelligence and mixed reality in Dynamics 365.
  • Module 2: This module describes how to navigate in Finance and Operations apps.
  • In this module, you will learn about:

    • How workspaces drive productivity
    • Filtering techniques
    • Searching in Finance and Operations apps
    • Comparing views
    • The view and edit modes
  • Module 3: Dynamics 365 Finance empowers business users to adapt to rapidly changing business environments. It provides businesses everything they need to control finances and manage funds with accurate information for financial planning and forecasting, and helps them stay up to date with analytics tools. Because finance is the core of any business, it's important to be acquainted with the capabilities of Dynamics 365 Finance.
  • In this module, you will be introduced to:

    • The benefits of Dynamics 365 Finance.
    • An overview of features in Finance.
  • Module 4: Dynamics 365 Supply Chain Management empowers employees and organizations with the ability to obtain a unified view of inventory, warehouse, manufacturing, service, and logistics with predictive analytics.
  • In this module, you will:

    • Learn the benefits of Supply Chain Management.
    • Get an overview of distribution and trade features in Supply Chain Management.
  • Module 5: Learn the basics of production control in Dynamics 365 Supply Chain Management.
  • In this module, you will learn about:

    • Discrete, lean, and process manufacturing methodologies
    • Unified manufacturing
    • How to configure production control for unified manufacturing
    • Capacity planning
    • Integration between the General ledger and the Production control modules
    • Production pools
    • How to work with allocation keys
    • IoT intelligence and insights in Supply Chain Management
  • Module 6: This module describes how to get help and find out more about Finance and Operations apps.
  • In this module, you will learn about:

    • The Microsoft docs site
    • In-product help
    • How to customize help topics
    • Protecting the privacy and personal data of your customers

Syllabus

  • Module 1: Introduction to Microsoft Dynamics 365
    • Introduction
    • Digital transformation is business transformation
    • Microsoft business applications
    • Artificial intelligence
    • Mixed reality
    • Check your knowledge
    • Summary
  • 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
    • Check your knowledge
    • Summary
  • 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
    • Check your knowledge
    • Summary
  • Module 4: 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
    • Check your knowledge
    • Summary
  • Module 5: 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
    • 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
    • Lab - Explore production control
    • Check your knowledge
    • Summary
  • Module 6: Get help and learn more about Finance and Operations apps
    • Introduction
    • Microsoft Docs site
    • In-product help
    • Customize help topics
    • Protecting the privacy and personal data of your customers
    • Summary

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