Agenda

• Describe the finance and operations apps
• Describe enterprise resource planning (ERP)
• Describe finance and operations apps use cases
• Describe the finance and operations apps user interfaces
• Describe reporting and integration capabilities in finance and operations apps
• Describe reporting options
• Describe how to use Power BI to analyze data
• Describe options for manipulating data from finance and operations apps within Excel
• Describe Microsoft Office 365 integration capabilities
• Exercise: Excel integration
• Describe options for integrating finance and operations apps with Microsoft Power Platform
• Explore business events integration capabilities
• Describe Dynamics 365 Finance core capabilities
• Describe Finance capabilities and features
• Describe organization and legal entities
• Describe number sequence functionality
• Describe tax capabilities
• Describe cost accounting concepts
• Describe the general ledger in Dynamics 365 Finance
• Describe the chart of accounts functionality
• Describe financial dimensions and dimension set concepts
• Describe periodic financial processes
• Describe journaling concepts
• 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 and collection processes
• Describe revenue recognition
• Explore 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
• Describe the general capabilities of Dynamics 365 Supply Chain Management
• Describe supply chain management capabilities and features
• Describe product master records, product variants, and product dimensions
• Exercise: Create a product
• Describe pricing and discounts in relation to trade agreements
• Describe the procure-to-pay process
• Describe warehouse and inventory management capabilities in Dynamics 365 Supply Chain Management
• Describe costing methods
• Describe item arrival journals and cross-docking
• Describe inventory reservations, picking and packing, replenishment, and shipments
• Describe inventory counting and inventory on-hand concepts
• Describe quality management capabilities
• Describe use cases for Warehouse Management Systems (WMS)
• Describe use cases for Transportation Management Systems
• Describe manufacturing strategies in Dynamics 365 Supply Chain Management
• Describe manufacturing types
• Describe manufacturing strategies
• Describe the production elements of a production process
• Describe item tracking and tracing processes
• Describe manufacturing execution
• Describe master planning and planning optimization
• Describe Dynamics 365 Commerce capabilities
• Describe Commerce core capabilities
• Describe Commerce channels
• Describe channel management concepts
• Describe distributed order management (DOM)
• Describe pricing and discounts
• Describe product hierarchies and assortments
• Explore Store Commerce
• Describe e-commerce capabilities
• Describe Dynamics 365 Commerce clienteling capabilities and Dynamics 365 Fraud Protection
• Describe loyalty programs
• Describe how to create personalized customer experiences by using clienteling
• Describe Fraud Protection
• Describe Dynamics 365 Human Resources core capabilities
• Describe use cases of Dynamics 365 Human Resources
• Describe workers and positions
• Describe the hire-to-retire process
• Describe compensation and benefits capabilities
• Describe leave and absence capabilities
• Describe compliance features
• Describe personnel management capabilities in Dynamics 365 Human Resources
• Describe self-service capabilities
• Describe employee training and certification features
• Describe performance management capabilities
• Identify project life cycle management capabilities in Dynamics 365 Project Operations
• Describe Dynamics 365 Project Operations capabilities
• Describe project-based services and project types
• Describe how Project Operations supports different industries
• Describe the project life cycle
• Describe project sales capabilities
• Describe project purchase orders
• Describe project contract capabilities
• Describe project pricing capabilities
• Describe the project planning and execution capabilities of Dynamics 365 Project Operations
• Describe project planning
• Describe project scheduling and resourcing
• Describe work breakdown structures
• Describe project invoicing
• Describe project cost tracking
• Describe project budget capabilities