Dynamics 365 for Finance and Operations

Course Objective – Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 is the hottest technology in the market today and if you want to transition your career in Microsoft Dynamics, then there is no better time then today to learn and grow. Microsoft Dynamics 365 can be utilized for Sales Force Automation, Marketing Campaigns, complete Customer Service Management, Project Service Automation, Field Service, Financials, and Operations as out of the box functionalities.

Job Opportunities

Looking at the Dynamics 365 market forecast, it looks promising and the upward trend will keep progressing with time. Hence, the job trend or Market is not a short lived phenomenon as Dynamics 365 is here to stay. It has the potential to improve job prospects whether you are a fresher or an experienced professional. The average salary for Dynamics 365 professionals in the non-managerial role is 8.5 lakhs INR, whilst managers can earn an average of whopping 16 lakhs.

Course Duration

Total duration: 30 hours

Detailed course content

Module 1: Introduction

  • Before you buy
  • What’s new or changed
  • Explore the user interface
  • Get help and support

Module 2: Compliance

  • Audit policy rules
  • Audit policy violations and cases

Module 3: Cost management

  • Power BI content pack
  • Predetermined cost
  • Inventory costing
  • Manufacturing costing
  • Standard cost
  • Cost management tasks

Module 4: Data integration

  • Integration patterns
  • Data integration APIs
  • Development for integration

Module 5: Data management

  • Data entities
  • Standard data entities
  • Data import and export jobs
  • Development for data entities
  • Bring your own database

Module 6: Financial management

  • General ledger
  • Accounts payable
  • Accounts receivable
  • Cash and bank management
  • Fixed assets
  • Expense management
  • Budgeting
  • Reporting
  • Cost accounting
  • Public sector

Module 7: Financial reporting

  • Generate a financial report
  • Financial report components
  • Report designer
  • User preferences
  • Advanced formatting options
  • Organize report components
  • Report definitions
  • Row definitions
  • Column definitions
  • Modify row definition cells
  • Reset the financial reporting data mart after restoring a database

Module 8: Localization and regulatory features

  • Asia-Pacific
  • Europe
  • Latin America
  • Middle East
  • North America

Module 9: Human resources

  • Develop a human resources strategy
  • Recruiting
  • Motivate employees
  • Develop and train employees
  • Create and maintain benefits
  • Gather information using questionnaires
  • Workplace safety and compliance (United States)
  • US Payroll
  • Human resources tasks

Module 10: Intelligence

  • Information access and reporting
  • Power BI content
  • Document reporting and printing
  • Electronic reporting
  • Analytical tools and visualizations

Module 11: Inventory management

  • Arrival overview
  • Set up an item arrival overview profile (Task guide)
  • Quality management process
  • Enable quality management
  • Nonconformance management
  • Set up prerequisites for management (Task guide)
  • Create and process a conformance (Task guide)
  • Quarantine order
  • Inspect the quality of goods (Task guide)
  • Inventory blocking
  • Create and maintain inventory blocking (Task guide)
  • Inventory journals
  • Inventory locations
  • Inventory statuses
  • Create a new warehouse layout (Task guide)
  • Maintain bar code types (Task guide)
  • Check the availability of stock (Task guide)
  • Initialize stock levels in the warehouse (Task guide)
  • Transfer physical inventory within the warehouse (Task guide)
  • Adjust stock levels in the warehouse (basic warehousing.md)
  • Count inventory in a warehouse (Task guide)
  • Define inventory counting processes (Task guide)
  • Set up consignment
  • Change the ownership of consignment inventory based on production demand (Task guide)
  • Create a consignment replenishment order (Task guide)
  • Monitor consignment inventory using vendor collaboration (Task guide)
  • Trace item and raw material
  • Merge inventory batch
  • Correct inventory tracking information (Task guide)
  • Register serial number in the sales process
  • Inventory on-hand mobile workspace
  • Outbound processReserve inventory quantity
  • Reserve the same batch for a sales order
  • Inventory close
  • Running average cost price
  • Adjust on-hand inventory cost value
  • Tracking running average cost per inventory dimension

Module 12: Master planning

  • Demand forecasting
  • Master plan

Module 13: Mobile app

  • Mobile workspaces
  • Publish a mobile workspace

Module 14: Office integration

  • Office integration tutorial
  • Use the Excel add-in
  • Create Open in Excel experiences
  • Add templates to the Open lines in Excel menu
  • Customize the Open in Microsoft Office menu
  • Configure and send email
  • Troubleshoot the Office integration

Module 15: Procurement and sourcing

  • Procurement and sourcing workflow
  • Purchasing policies
  • Procurement catalogs
  • Purchase requisitions
  • Request for quotations (RFQs)
  • Purchase orders
  • Prices, discounts, and rebates
  • Product receipts and invoicing
  • Vendor management and collaboration
  • Procurement and sourcing tasks

Module 16: Organization administration

  • Number sequences
  • Organizations and organizational hierarchies
  • Global address book
  • Workflow
  • Electronic signatures
  • Case management
  • Record templates
  • Configure document management
  • Configure and send email
  • Date/time data and time zones

Module 17: Production

  • Production process overview
  • Mixed mode planning: Combine discrete, process, and lean sourcing
  • Manage subcontracting work in production
  • Discrete manufacturing
  • Lean manufacturing
  • Process manufacturing

Module 18: Product information management

  • Product information
  • Product configuration models

Module 19: Project management and accounting

  • Intercompany invoicing
  • Configure intercompany project invoicing
  • Configure standard costs for labor and expenses
  • Project cost accrual purchase receipts
  • Project invoicing
  • Project contracts
  • Project forecasts and budgets
  • Purchase orders for a project
  • Project quotations
  • Project resourcing
  • Receive items on purchase order from item requirement
  • Work breakdown structures
  • Project time entry mobile workspace

Module 20: Sales and marketing

  • Sales orders
  • Sales agreements
  • Sales quotations
  • Returns
  • Sales and marketing task

Module 21: Transportation management

  • Transportation management engines
  • Create a new transportation management engine
  • Associate a fuel index with a carrier as an accessorial charge
  • Create a bill of lading
  • Plan freight transportation routes
  • Plan loads using hub consolidation
  • Include container weight and volume on load
  • Reconcile freight manually
  • Reconcile freight
  • Register driver check-in and check-out for an appointment
  • Set up a carrier fuel index
  • Set up a transportation tender
  • Set up accessorial assignments
  • Set up an appointment for a load
  • Set up automatic freight reconciliation
  • Set up hub accessorial charges and accessorial masters
  • Set up rate masters
  • Set up shipping carriers
  • Set up transportation constraints for an item

Module 22: Warehouse management

  • Transportation management engines
  • Create a new transportation management engine
  • Associate a fuel index with a carrier as an accessorial charge
  • Create a bill of lading
  • Plan freight transportation routes
  • Plan loads using hub consolidation
  • Include container weight and volume on load
  • Reconcile freight manually
  • Reconcile freight
  • Register driver check-in and check-out for an appointment
  • Set up a carrier fuel index
  • Set up a transportation tender
  • Set up accessorial assignments
  • Set up an appointment for a load
  • Set up automatic freight reconciliation
  • Set up hub accessorial charges and accessorial masters
  • Set up rate masters
  • Set up shipping carriers
  • Set up transportation constraints for an item

Trainers Profile

The trainer for this course has 10+ years experience in the IT industry. He is specialized in training business automation. Also, he has an excellent project management experience (PMP Certified) and he is a Microsoft Certified Trainer (MCT).
For training inquiries please mail to [email protected] or call +91  8008 048 446.

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