Overview

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.

Audience profile

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.
Job role: Business Owner, Business User, Functional Consultant, Student
Preparation for exam: MB-920
Read more

Delegates will learn how 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)
Read more

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
  • 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
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
  • Lab: Create a financial dimension
  • Lab: Create a vendor payment journal
  • Lab: Capstone lab
  • Explore the General Ledger
  • Explore Accounts Payable
  • Explore Accounts Receivable
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
  • Lab: Create a discount product
  • Lab: Create a product assortment
  • Lab: Capstone lab
  • Explore Commerce Headquarters
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
Lab: Capstone lab
  • Explore Human Resources
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 apabilities 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
Read more

Why choose QA

Special Notices

Please note that whilst this course is aligned to the equivalent Microsoft Exam it may not contain all information required to pass the exam. As per Microsoft guidance, further self study and hands on experience is recommended in addition to attendance of this course.

Dates & Locations

Frequently asked questions

See all of our FAQs

How can I create an account on myQA.com?

There are a number of ways to create an account. If you are a self-funder, simply select the "Create account" option on the login page.

If you have been booked onto a course by your company, you will receive a confirmation email. From this email, select "Sign into myQA" and you will be taken to the "Create account" page. Complete all of the details and select "Create account".

If you have the booking number you can also go here and select the "I have a booking number" option. Enter the booking reference and your surname. If the details match, you will be taken to the "Create account" page from where you can enter your details and confirm your account.

Find more answers to frequently asked questions in our FAQs: Bookings & Cancellations page.

How do QA’s virtual classroom courses work?

Our virtual classroom courses allow you to access award-winning classroom training, without leaving your home or office. Our learning professionals are specially trained on how to interact with remote attendees and our remote labs ensure all participants can take part in hands-on exercises wherever they are.

We use the WebEx video conferencing platform by Cisco. Before you book, check that you meet the WebEx system requirements and run a test meeting (more details in the link below) to ensure the software is compatible with your firewall settings. If it doesn’t work, try adjusting your settings or contact your IT department about permitting the website.

Learn more about our Virtual Classrooms.

How do QA’s online courses work?

QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.

All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.

Learn more about QA’s online courses.

When will I receive my joining instructions?

Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.

When will I receive my certificate?

Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.

Contact Us

Please contact us for more information