- Explore Dynamics 365 finance and operations apps to manage finances, supply chains, and optimize business processes effectively.
After completing this module, you'll be able to:
- Describe enterprise resource planning (ERP).
- Describe use cases for using AI tools in finance and operations apps, including Copilot and agent capabilities.
- Navigate efficiently within and across finance and operations apps.
- Understand reporting and integration features for finance and operations apps with Power BI, Microsoft 365, and business events to enhance data analysis
After completing this module, you will be able to:
- Describe built-in reporting capabilities.
- Describe options for analyzing data by using Power BI.
- Describe Microsoft 365 integration capabilities.
- Describe integration capabilities with Microsoft Power Platform.
- Describe use cases and capabilities for business events.
- Describe configurable business documents, including Electronic reporting.
- Describe how Finance insights supports forecasting and anomaly detection.
- The goal of this module is to describe shared features like security, workflows, and batch processing in finance apps to streamline operations and improve compliance.
After completing this module, you can:
- Describe security capabilities of finance and operations apps.
- Describe workflow capabilities of finance and operations apps.
- Describe the concept of batch jobs.
- Describe organization and legal entities.
- Create and maintain record templates.
- Describe global address book features and their use cases.
- Describe alerts.
- Describe number sequences.
- Describe attachment capabilities.
- This module describes the core capabilities of Dynamics 365 Supply Chain Management, including product information management, inventory dimensions, item groups, and Copilot-powered product insights.
After completing this module, you'll be able to:
- Describe Dynamics 365 Supply Chain Management core capabilities.
- Manage products and released products.
- Describe products and product masters.
- Describe product dimensions and product variants.
- Describe storage dimensions.
- Describe tracking dimensions.
- Describe item groups.
- Describe item model groups.
- Describe default order settings.
- Employ Copilot to generate product insights.
- This module describes inventory management capabilities in Dynamics 365 Supply Chain Management, including on-hand inventory, inventory journals, transfer orders, inventory blocking, AI-assisted inventory insights, and quality management.
After completing this module, you're able to:
Illustrate on-hand item inventory maneuvers.
Manage inventory journals.
Describe transfer orders.
Describe inventory blocking.
Illustrate AI-assisted inventory insights.
Describe quality management capabilities.
- Learn how to manage vendors, trade agreements, purchase requisitions, purchase orders, receipts, returns, charges, and supply risk assessment in Dynamics 365 Supply Chain Management.
In this module, you learn how to:
- Manage vendors.
- Describe trade agreements.
- Describe the procure-to-pay process.
- Describe purchase requisitions.
- Describe purchase orders, receipts, and returns.
- Describe charges.
- Describe Copilot support in procurement scenarios.
- Explain the capabilities of the Supplier Communications Agent.
- Describe supply risk assessment capabilities.
- Learn how to manage customers, trade agreements, sales orders, fulfillment, returns, intercompany orders, and charges in Dynamics 365 Supply Chain Management.
After completing this module, you're able to:
Manage customers.
Describe trade agreements.
Describe the order-to-cash process.
Describe sales order creation, fulfillment, and returns.
Describe intercompany orders.
Describe charges.
Describe Copilot support in sales scenarios.
- This module provides an overview of warehouse management capabilities in Dynamics 365 Supply Chain Management, including layout configuration, inventory tracking, mobile operations, and outbound fulfillment processes.
After completing this module, you are able to:
Manage warehouse layout.
Describe reservation hierarchies.
Describe unit sequence group.
Describe license plate.
Describe location directives.
Describe work templates.
Describe the Warehouse Management mobile app.
Describe wave templates.
Describe cycle counting.
Describe replenishments.
Describe packing dimension and containerization.
- Learn how to plan, execute, and control production in Dynamics 365 Supply Chain Management by using production types, BOMs, routes, and manufacturing execution.
By the end of this module, you'll be able to:
- Describe production types.
- Describe BOMs and formulas.
- Describe BOM types.
- Describe routes and operations.
- Describe lean, discrete, and process manufacturing.
- Describe manufacturing execution.
- Learn how to configure costing methods, cost management, coverage rules, master planning, demand forecasting, and landed cost capabilities in Dynamics 365 Supply Chain Management.
After completing this module, you're able to:
- Describe costing methods and use cases.
- Describe resources and resource capabilities.
- Describe cost groups and cost behavior.
- Describe cost management for manufacturing and inventory accounting.
- Describe coverage groups and item coverage.
- Describe master planning and planning optimization.
- Illustrate AI-assisted demand forecasting.
- Demonstrate landed cost scenarios.
