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Microsoft

Get started with finance and operations apps

Microsoft via Microsoft Learn

Overview

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  • Discover how to navigate finance and operations apps efficiently, enhance productivity with workspaces, use filters, search effectively, compare views, and switch between view/edit modes.

    In this module, you learn about:

    • How to navigate in finance and operations apps
    • How workspaces drive productivity
    • Filtering techniques
    • Searching in finance and operations apps
    • Comparing views
    • The view and edit modes
  • Discover how Dynamics 365 Finance empowers business users to stay in control of finances and manage funds with accurate information for financial planning and forecasting.

    In this module, you will be introduced to:

    • The benefits of Dynamics 365 Finance.
    • An overview of features in Finance.
  • 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.
  • 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
  • Microsoft Dynamics 365 Commerce unifies back-office, in-store, and digital experiences to personalize customer engagement, increase employee productivity, optimize operations, and deliver better business outcomes.

    In this module, you'll:

    • Discover deployment options.
    • Learn about point-of-sale systems.
    • Explore omnichannel and merchandising.
  • With its modern benefits and programs, Microsoft Dynamics 365 Human Resources helps you attract and retain talent. This module helps you get started with Human Resources.

    In this module, you:

    • Learn about the benefits of Human Resources.
    • Explore the features and functionality of Human Resources.
    • Learn about the different ways to extend and integrate Human Resources capabilities.
  • Learn about Dynamics 365 Project Operations and how it empowers business users to adapt to rapidly changing business environments and manage the entire life cycle of a project.

    In this module, you will:

    • Learn about the benefits of Dynamics 365 Project Operations.
    • Discover the features in Project Operations.
  • This module describes how to get help and find out more about finance and operations apps.

    In this module, you learn about:

    • Microsoft Learn documentation
    • In-product help.
    • How to customize help topics.
    • Protecting the privacy and personal data of your customers

Syllabus

  • 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
  • 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
  • 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
  • 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
    • Set up and manage production-related reservations
    • Reset the status of a production order
    • Batch orders
    • 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
    • Describe the value proposition for mixed-reality Guides for production floor workers
    • Lab - Explore production control
    • Check your knowledge
    • Summary
  • Introduction to Dynamics 365 Commerce
    • Introduction
    • Overview
    • Key features
    • Other capabilities
    • Module assessment
    • Summary
  • Get started with Dynamics 365 Human Resources
    • Introduction
    • Manage your organization with Dynamics 365 Human Resources
    • Increase organizational agility
    • Transform employee experiences
    • Optimize HR programs
    • Gain insights into your workforce
    • Provide modern benefit packages
    • Offer competitive leave and absence programs
    • Integrate with other systems
    • Check your knowledge
    • Summary
  • Get started with Dynamics 365 Project Operations
    • Introduction
    • Benefits of Project Operations
    • Overview of Project Operations features
    • Deployment types
    • Project sales management
    • Project management
    • Resource management
    • Time tracking
    • Expense tracking
    • Proforma invoicing
    • Project accounting
    • Check your knowledge
    • Summary
  • Get help and learn more about finance and operations apps
    • Introduction
    • Microsoft Learn documentation
    • In-product help
    • Customize help topics
    • Protecting the privacy and personal data of your customers
    • Summary

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