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Microsoft Dynamics 365 Training courses

accredited by

Microsoft Gold Partner, on behalf of Microsoft Partner

Online Instructor-led (4 days)

Classroom (4 days)

Online Self-paced (32 hours)

MB-310: Microsoft Dynamics 365 Finance

Microsoft Dynamics 365 Finance and Operations Course Outline | MB310

 

Module 1: Financial Management

In this module students will learn some benefits of financial management of Dynamics 365 for Finance and Operations.

Lessons

  • Benefits of financial management
  • Financial management
  • Module summary

After completing this module delegates will became familiar with modules in Finance and Operations related to financial management and their overall features and functionality.

Module 2: Configure Currencies

One of the first and most important steps of implementing financial management in Dynamics 365 for Finance and Operations is currency setup. Currency setup is a required step in the configuration of the system and is used to record financial transactions. This module explains currency management in Finance and Operations.

Lessons

  • Introduction
  • Setup legal entity currencies and conversions
  • Configure and import currency exchange rates
  • Practice lab
  • Module summary

Delegates will now have learned about different types of currencies in Finance and Operations. They are also now familiar with the concept of triangulation currency, how to set up legal entity currencies, and conversions. From the video, students learned how to configure exchange rate providers and use them to import exchange rates into an exchange rate type.

Module 3: Create fiscal calendars, years and periods

Before posting transactions, a new fiscal year must be divided into periods. This is because transactions cannot post unless a period is created for the posting date and shared across multiple legal entities. A benefit of sharing fiscal calendars is that this supports multiple fiscal calendars for each legal entity. The fiscal year in Finance and Operations can be set to any length and divided into any number of periods. This module explains fiscal and ledger calendar management in Finance and Operations.

Lessons

  • Introduction
  • Create fiscal calendars, years and periods
  • Create date intervals
  • Practice lab
  • Module summary

In this module, delegates would have learned how to:

  • Differentiate between ledger and fiscal calendars
  • Configure and set up fiscal calendars, years, and periods
  • Create and use date intervals

Module 4: Configure Chart of Accounts

A chart of accounts is a set of main accounts in Finance and Operations that captures financial information upon posting a journal. Each account is assigned an account number as a unique identifier.

Lessons

  • Introduction
  • Define and configure the chart of accounts
  • Define and configure the financial dimensions
  • Define and configure account structures and rules
  • Practice labs
  • Module summary

In this module, delegates would have learned how to:

  • Identify the required components for the chart of accounts
  • Define and configure the chart of accounts
  • Define and configure the financial dimensions and dimension sets
  • Configure chart of accounts, main accounts, categories, templates, ledger account alias, and balance control
  • Configure account structures and advanced rules

Module 5: Configure Ledger and Journals

A journal is a worksheet that one can use before manually enter postings into the system. When set up correctly, journals allow to quickly and efficiently manage posting. To use a journal, there must be a journal name, and the configuration of the ledger, journal, and posting of the General ledger module should be complete. By using the General ledger journal directly or via the General ledger processing workspace, one can perform daily activities as someone who is assigned proper security role to access the General ledger. A journal name gives financial leaders the capability to control data entry validation and restrict posting of a journal name for users differently.

Lessons

  • Journals and their setup
  • Configure ledger and journal setup
  • User journals
  • Practice lab
  • Module summary

In this module delegates would have learned about:

  • Different types of journals and their setup
  • How to configure ledger and posting setup
  • How to configure and use journals

Module 6: Configure Cash and Bank Management

In Dynamics 365 for Finance and Operations, organizations use the Cash and bank management module to create and maintain bank accounts. The Bank account table contains a record for each bank account. Each record contains bank account information, such as the following: Registration number and account number; Address; Other contact information; Currency; Check setup; and Main account for posting. Finance and Operations uses this information to process all bank transactions, such as payments and deposits.

Lessons

  • Introduction
  • Bank transaction types and groups
  • Setup cash and bank management parameters
  • Configure banks and bank checks
  • Deposit and refund checks
  • Cash flow
  • Practice Labs
  • Module summary

In this module, delegates would have learned how to:

  • Create and configure banks
  • Create and configure bank layouts
  • Configure cash and bank management parameters
  • Set up vendor and customer banks
  • Configure cash flow forecasts and reports

Module 7: Use Cash and Bank Management

This module covers the main procedures in the Cash and bank management module in Finance and Operations. Students learned how to work with cash and bank management workspaces, such as Bank management and Cash overviews. Students also learned about the processes and procedures for cash and bank management, like how to make deposits and cancel payments (deposits). Finance and Operations provides functionality to manage check payments, as well as procedures for resolving special situations with checks. One can delete, refund, and void checks, in addition to generating and issuing checks according to company specifications. Because Finance and Operations records all financial transactions, companies can use the bank reconciliation function to match internal company records of transactions against bank statements.

Lessons

  • Make deposits and perform payment reversals
  • Use cash and bank management workspaces
  • Practice Labs
  • Module summary

In this module, delegates will of learned how to:

  • Work with cash and bank management processes
  • Use cash and bank management workspaces
  • Make deposits
  • Cancel payments

Module 8: Configure Letters of Credit and Guarantees

Students now have learned what the bank letters are; how to configure letters of credit in order to create bank documents that are commonly used for the purchase and sale of goods across international borders; and about letters of guarantee, where a bank agrees to pay a specific amount of money to a person if one of the bank's customers defaults on a payment or obligation to that person.

Lessons

  • Introduction
  • Configure letters of credit
  • Configure letters of guarantee
  • Module summary

delegates will understand bank letters and letters of credit and guarantee.

Module 9: Perform Daily Procedures

Every manual posting entered in Finance and Operations is entered through a journal. A journal is a type of worksheet where entries do not post immediately. One can review, change, and verify completed journals until they are ready for posting. A voucher template is a voucher that can be used as the basis for future vouchers in other journal entries. One can use voucher templates with a general journal or any of the financial sub ledger journals, such as Accounts payable and Accounts receivable journals. One can set up restrictions on the company, account type, and segment values.

Lessons

  • Learn about general ledger processes
  • Create voucher templates
  • Setup journal controls
  • Practice Lab
  • Module summary

Delegates would of learned how to process daily activities in general ledger and use journal control to apply rules during data entry. They've worked with balance control accounts to view the balances of either banks or liquidity accounts.

Delegates would have also learned that one can only use the balance control prior to posting to ensure that the entries are correct.

Finally, delegates would have learned how to benefit from voucher templates for Amount, which is simply copying the exact amount of the template as new lines, or Percent, which converts the amounts in the voucher into percentage factors; this allows any amount to be applied when the voucher template is selected.

Module 10: Intercompany Accounting

Intercompany accounting can help organizations by providing a single-entry point for transactions that must be recorded to multiple companies. Making transactions from a single company saves data entry time and helps provide a guarantee that transactions affecting multiple companies are recorded in each company. Finance and Operations also helps trace the intercompany entries through the system. It has the functionality that is required by most companies that process intercompany transactions. This includes the ability to efficiently record intercompany sales orders, purchase orders, and cash disbursements.

Lessons

  • Setup and use intercompany accounting
  • Practice Lab
  • Module Summary

Delegates will be able to set up and use intercompany accounting.

Module 11: Configure Ledger Allocations and Accruals

Finance and Operations provides the capabilities to support accrual schemes.

Lessons

  • Introduction
  • Configure and apply accrual schemes
  • Configure ledger allocation rules
  • Practice labs
  • Module summary

Delegates will have learned how to configure and use allocation rules, as well as how to configure and use accrual schemes. Finance and Operations provides the following capabilities to support this process:

Manually allocate transaction amounts by using the split action in accounting distributions, or by applying financial dimension default templates to a document.

Automatically allocate transaction amounts based on allocation terms defined individually on the main account. Allocation account entries will be generated for each journal based on the percentage and destination ledger account when an accounting entry meets the criteria defined as the source ledger account.

Automatically allocate ledger balances or fixed amounts based on ledger allocation rules. The ledger allocation rules are processed on a periodic basis using allocation journals.

Module 12: Configure Sales Tax

The requirements for tax calculation and tax reporting differ significantly for different countries or regions. Therefore, the Tax module of Dynamics 365 for Finance and Operations is extremely comprehensive.

Lessons

  • Understand tax engine components
  • Practice lab
  • Module summary

Delegates have now learned about country and regional tax reporting capabilities in Finance and Operations.

In this module, delegates will of learned how to configure tax components, such as sales tax authorities, settlement periods, and the sales tax codes. Additionally, they learned that sales tax codes are the main component to define tax calculations and connect all other components in the tax so that Finance and Operations can automatically calculate and post transactions for settlement based on the period interval assigned by an authority.


Module 13: Configure Accounts Payable

Dynamics 365 for Finance and Operations offers extensive functionality for setting up different vendor payment options.

Lessons

  • Understand Task recorder functionality
  • Configure accounts payable parameters
  • Create and maintain vendors
  • Configure accounts payable charges
  • Configure and use positive pay
  • Practice Lab
  • Module Summary

In this module, delegates would learned how to:

  • Configure accounts payable components
  • Create and maintain a vendor
  • Configure vendor payments
  • Set up vendor posting profiles
  • Configure accounts payable charges

Module 14: Perform Accounts Payable Daily Procedures

Purchasing goods for resale, as materials for manufacturing or services is a large responsibility. Tracking those purchases and paying the vendors that supply the goods is just as challenging. Organizations must monitor accounts payable closely and implement procedures so management can easily obtain the financial information that they need to have to stay informed about changes in the costs of goods. To give an accurate view of the financial condition of the business, all expenses that affect net profit are included in accounts payable. This module explains how to manage and apply prepayments, record invoices, and process payments.

Lessons

  • Introduction
  • Process orders, invoices, and payments
  • Manage and apply prepayments
  • Practice Labs
  • Module summary

In this module, delegates will have learned that they can enter vendor invoices manually or receive them electronically through a data entity. After the invoices are entered or received, one can review and approve the invoices by using an Invoice approval journal or the Vendor invoice page. Additionally, they learned how to use invoice matching, vendor invoice policies, and workflow to automate the review process so that invoices that meet certain criteria are automatically approved and the remaining invoices are flagged for review by an authorized user. Students also learned how to handle prepayments to vendors.

Module 15: Use Accounting Distribution and Invoice Validations

This module explains how to settle transactions and undo settlement and distribute funds by using accounting distributions. Students will also learn how to perform invoice matching. Accounting distributions are used to define how an amount will be accounted for, such as how the expense, tax, or charges will be accounted for on a vendor invoice. Every amount that must be accounted for when the vendor invoice is journalized will have one or more accounting distributions.

Lessons

  • Introduction
  • Settle transaction and undo settlements
  • Distribute funds
  • Configure invoice validation policies
  • Practice labs
  • Module summary

In this module, delegates would learned how to:

  • Settle transactions and undo settlements
  • Distribute funds by using accounting distributions
  • Configure invoice validation policies

Module 16: Configure Accounts Receivable

One needs to configure the Accounts receivable module to be able to create customer invoices, posting packing slips, use free text invoices that are not related to sales orders, and finally, receive payments by using several different payment types, such as cash, checks, credit cards, and electronic payments from customers. This module provides information about the configuration of essential components of the Accounts receivable module and the customer setup for efficient management of customers and customer transactions in Finance and Operations.

Lessons

  • Configure accounts receivable
  • Create and maintain customers
  • Setup customer posting profiles
  • Configure accounts receivable charges
  • Practice Lab
  • Module summary

In this module, delegates would have learned how to:

  • Configure Accounts receivable components
  • Create and maintain a customer
  • Configure customer payments
  • Set up customer posting profiles
  • Configure accounts receivable charges

Module 17: Perform Accounts Receivable Daily Procedures

Learn how to create free text invoices, receive payments from customers, and deposit to the bank. Students will also learn how to refund a customer for the over-payment amount or any other reason, like a customer-returns scenario in which the customer must be refunded not only the payment but also the tax that has been collected, using reversals and use transaction reversals in Accounts receivable. Students will also learn how to distribute funds by using Accounting distributions in a free text invoice.

Lessons

  • Create free text invoices and record customer payments
  • Settle transactions and undo settlement
  • Practice Lab
  • Module summary

In this module delegates will have learned:

  • Distribute funds by using Accounting distributions
  • Create free text invoices and record customer payments
  • Configure Recurring invoices
  • Use reversals in Accounts receivable
  • Process orders, record invoices, and process payments

Module 18: Configure Credit and Collections

Although most customers pay their invoices on time, one needs to be able to process invoices that are not paid by their due date. This topic explains how to manage delinquent customers by configuring the Credit and collections module in Dynamics 365 for Finance and Operations. To use the Credit and collections module, configuration of accounts receivable should already be completed.

Lessons

  • Introduction
  • Configure credit and collections components
  • Setup and manage interest
  • Waive, reinstate or reverse
  • Setup and manage collection letters
  • Practice Lab
  • Module Summary

In this module, delegates would have learned how to:

  • Configure credit and collections components
  • Configure aging reports, customer pools, collection agents, and aging period definitions
  • Set up and manage interests
  • Set up and manage collection letters

Module 19: Process Credit and Collections

Although most customers pay their invoices on time, one must be able to process invoices that are not paid by their due date. This topic explains how to process Credit and collections.

Lessons

  • Introduction
  • Understand how to process collections
  • Manage customer credit and collections
  • Practice Labs
  • Module Summary

In this module, delegates would have learned about:

  • Customer Statements
  • How to process collection

Module 20: Configure Post-Dated Checks

Post-dated checks are checks that are issued to make and receive payments on a future date. Therefore, the check can't be cashed until the specified date. Microsoft Dynamics 365 for Finance and Operations supports the full management cycle for post-dated checks in both Accounts receivable and Accounts payable. This topic explains how to set up and process post-dated checks.

Lessons

  • Introduction
  • Manage post dated checks
  • Practice Labs
  • Module Summary

In this module, delegates would have learned how to:

  • Process post-dated checks
  • Set up post-dated checks
  • Register and post a post-dated check for a customer
  • Settle a post-dated check from a customer
  • Register and post a post-dated check for a vendor
  • Settle a post-dated check for a vendor

Module 21: Configure and Use Basic Budgeting and Budget Control Processes

Every organization, whether it is private or public, sets financial and operational goals by creating budgets. When the budget is established, management monitors the activities within the budget framework. This module provides information about the how to configure and use basic budgeting and budget control.

Lessons

  • Introduction
  • Configure basic budgeting components
  • Configure budget control components
  • Create and test budget registry entries
  • Use inquiries and reports
  • Practice Labs
  • Module summary

In this module, delegates would have learned how to:

  • Configure basic budgeting components
  • Configure budget control components
  • Use inquires and reports
  • Create and use budget registry entries

Module 22: Configure and Use Budget Planning Processes

With budget planning functionality one can consolidate multiple budget plans from a lower level into a single parent budget plan at a higher level in the organization. This is called bottom up approach budget planning which allows a budget planner to aggregate other plans into a high level or corporate plan for budgeting. One can also take the top down approach, which requires developing a single budget plan at a higher level of the organization and allocating the budget to lower levels of the organization. Use this method when historical financial transactions of the company are relied upon, and create a centralized plan which can be allocated throughout different operating units defined by an organization hierarchy with budget planning purpose. The budget planner, as a final step of the budget planning, generates the budget register entry based on the budget plan. An organization can configure budget planning, and then set up budget planning collaborative processes to meet its policies, procedures, and requirements for budget preparation. This module explains how to configure and test Budget planning processes.

Lessons

  • Introduction
  • Configure budget planning components
  • Practice Lab
  • Module summary

In this module, delegates would have learned how to:

  • Configure Budget planning components
  • Create a budget plan template
  • Configure budgeting processes
  • Create a budget plan by using the budget plan wizard

Module 23: Configure Fixed Assets Management

This module starts with explaining fixed assets concepts and then shows students how to configure and use the Fixed assets module in Dynamics 365 for Finance and Operations.

Lessons

  • Introduction
  • Configure fixed asset components
  • Enable fixed asset integration
  • Create fixed assets
  • Practice labs
  • Module summary

In this module, delegates would have learned how to:

  • Configure fixed assets components
  • Configure fixed asset parameters
  • Enable fixed asset integration with purchasing
  • Create fixed assets

Module 24: Manage Fixed Assets

To record fixed asset transactions using journals, one must create at least one journal name using the journal type Post fixed assets in the setup of the General ledger module. If budgets for fixed assets are required, one must also create a journal name that uses the journal type Fixed asset budget. This module explains how to process and manage fixed assets.

Lessons

  • Introduction
  • Perform fixed assets tasks
  • Practice labs
  • Module summary

In this module, delegates would have learned how to:

  • Perform fixed asset acquisition
  • Perform fixed asset depreciation
  • Perform fixed asset disposal

Module 25: Configure and Use Cost Accounting

Cost accounting lets you collect data from various sources, such as the general ledger, sub-ledgers, budgets, and statistical information. One can then analyze, summarize, and evaluate cost data, so that management can make the best possible decisions for price updates, budgets, cost control, and so on. The source data that is used for cost analysis is treated independently in Cost accounting. Therefore, updates in Cost accounting don’t affect the source data.

Lessons

  • Introduction
  • Cost control workspace
  • Practice lab
  • Module summary

In this module, delegates would have learned about:

  • Cost control workspace
  • How to create a cost accounting report by using the Cost accounting Get started wizard

Module 26: Configure and Use Periodic Processes

In General ledger, closing procedures can be completed for a period or a year. Closing processes prepare the system for a new period. There are many tasks such as preparing filings, inventory closing, consolidation, and many more needs to be completed first. To prepare the system for a new year, the year-end close process must be run. Each organization has different processes and steps that it performs for the end of a period.

Lessons

  • Introduction
  • Bank reconciliations
  • Configure financial period close
  • Prepare periodic filings
  • Run foreign currency revaluation processes
  • Perform financial consolidations
  • Process end of year close
  • Practice Labs
  • Module summary

In this module, delegates would have learned how to:

  • Configure financial period close
  • Reconcile banks
  • Perform periodic closing, and year closing processes
  • Prepare periodic filings
  • Configure and test Vendor 1099s process
  • Run foreign currency revaluation processes
  • Perform financial consolidation and elimination processes
  • Use Financial reports to create financial statements
  • Process end of year tax reporting

Module 27: Configure the Electronic Reporting Framework

Generic Electronic Reporting (GER) or simply Electronic Reporting (ER) is a configurable tool for regulatory reporting, payments, and electronic invoicing. The ER engine is targeted at business users instead of developers. Because formats are configured instead of code, the processes for creating and adjusting formats for electronic documents are faster and easier. ER currently supports the TEXT, XML, PDF, Microsoft Word document, and OPENXML worksheet formats. However, an extension interface provides support for additional formats.

Lessons

  • Introduction
  • Configure electronic reporting
  • Formula designer in electronic reporting
  • Practice Lab
  • Module summary

In this module, delegates would have learned how to:

  • Configure ER
  • Create ER configurations
  • Perform periodic closing, and year closing processes
  • Formula designer in ER

Module 28: Configure Localized Features

Dynamics 365 for Finance and Operations includes functionality for the countries and regions documented in the Product localization and translation availability guide. This module explains how to configure some examples of regional features in Finance and Operations. Please read the information on the Localization and regulatory features page to stay updated with the regional functionality of Finance and Operations for all countries/regions.

Lessons

  • Introduction
  • Localization and regulatory features
  • Classification of Mexican localization features
  • Understand the global tax engine
  • Understand the features of fiscal establishments and documents for Brazilian localization
  • Bill of Exchange
  • Electronic Invoices
  • Practice Labs
  • Module summary

In this module, delegates would have learned about:

  • Localization and regulatory features
  • Classification of localization features
  • How to apply country and region context
  • How to configure and demonstrate the features of Fiscal Establishments, and Fiscal Documents for a Brazilian localization
  • Test Bill of Exchange process
  • Configure and use Promissory notes
  • Configure and test Electronic invoices (CFDI) for a Mexican localization

Module 29: Configure Financial Management for Public Sector

The Public Sector, also referred to as the state and local sector, is predominantly a services industry managing the welfare of its citizens. The Public Sector industry includes organizations in the fields of municipalities, education, healthcare, public safety, public works and infrastructure, national defense, taxation, and various social programs.

Lessons

  • Introduction
  • Setup funds for the public sector
  • Setup derived financial hierarchies
  • Configure billing codes for free text invoices
  • Practice Labs
  • Module summary

In this module, delegates would have learned:

  • Set up funds for the Public Sector
  • Understand bank reconciliation methods
  • Set up derived dimensions
  • Set up derived financial hierarchies for the Public Sector
  • Advanced ledger entries functionality for Public Sector
  • Configure billing codes for free text invoices

Show moredown

Who should attend this Dynamics 365 course?

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application, and service integrations.

Prerequisites

Basic understanding of ERP and CRM concepts.

Microsoft Dynamics 365 Finance and Operations Course Overview | MB310

Organizations use Dynamics 365 for Finance and Operations to elevate their financial performance by increasing profitability, optimizing workforce productivity, reducing operational expenses, adapting quickly to requirement changes, and streamlining asset management.

During this 4-day training course, you will learn how to configure and use essentials components of financial management, you will also learn how to configure and use accounts payable, receivable and collections in Dynamics 365 fo Finance and Operations. Delegates will gain an understanding of how to configure and use budgeting, fixed assets, and additional functionality in Dynamics.

Show moredown

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

Show moredown

accredited by

Microsoft Gold Partner, on behalf of Microsoft Partner

Online Instructor-led (4 days)

Classroom (4 days)

Online Self-paced (32 hours)

MB-320: Microsoft Dynamics 365 Supply Chain Management, Manufacturing

Microsoft Dynamics 365 Supply Chain Management, Manufacturing Course Outline | MB-320

 

Module 1: Get Started with Production Control

This module explains the concepts used in the Production control module in Finance and Operations.

Lessons

  • Introduction
  • Compare discrete, lean and process manufacturing
  • Configure production control for unified manufacturing
  • Understand capacity planning
  • General ledger and production control module
  • Practice labs
  • Summary

In this module students learned about:

  • Discrete, lean, and process manufacturing methodologies
  • Unified manufacturing
  • How to configure production control for unified manufacturing
  • Capacity planning
  • Interconnectivity between the General ledger and the Production control modules
  • Production pools
  • How to work with allocation keys

Module 2: Get Started with Discrete Manufacturing

Even though each legal entity's manufacturing processes are unique, depending on the nature of the production environment, the core conceptual elements that are used in the Production control module are frequently very similar.

Lessons

  • Introduction
  • Understand the discrete production process statuses
  • Understand the Bill of Materials (BOM)
  • Working with BOM and item configurations
  • Create BOM
  • Production orders
  • Practice Labs
  • Module summary

In this module students learned about:

  • Discrete manufacturing concepts
  • Production process statues
  • Production stages
  • BOMs
  • Resources
  • Routes and Operations

Module 3: Configure Discrete Manufacturing

Before one can work in the Production control module, and create production orders, production parameters must be set up. The parameters selected have direct impact on the production order and the production life cycle. The parameters can be set by company or by site, which determines whether Dynamics 365 for Finance and Operations uses the company-level parameters or the site-specific parameters. Parameters, Production Orders and Life Cycle reviews how these parameters are defined, how journal names are used, how production orders are created, and the ways in which they are processed through manufacturing based on their status and the production life cycle. This lesson explains how to configure Discrete manufacturing in Finance and Operations.

Lessons

  • Introduction
  • Prepare general ledger for production
  • Configure production control parameters
  • Configure calendar and resources
  • Configure operations and routes
  • Practice lab
  • Module summary

In this module students learned how to:

  • Configure inventory dimensions in production
  • Configure parameters, production orders and status
  • Configure calendars and resources
  • Configure operations and routes.

Module 4: Create and Complete Production Orders

The life cycle of a production order reflects the actual steps that are taken to manufacture a product. It begins with the creation of a production order and ends with a finished, manufactured product that is ready for the customer. The production order is assigned a status that reflects where it is in the production life cycle. This module reviews the Release, Start, Report as finished, and End stages in the production life cycle in the order in which they are conducted. Release, Start, and Report as finished are considered part of production control

Lessons

  • Introduction
  • Capacity planning, scheduling, and subcontracting
  • Scrap and waste
  • Practice Labs
  • Module summary

In this module students learned:

  • Understand capacity planning
  • Create discrete production orders
  • Schedule a production order
  • Process production orders
  • Control and end production ‎

Module 5: Work with Cost Sheeting

This module describes how to set up a costing sheet that includes material and manufacturing, as well as how the setup affects the BOM calculation results. Students will learn how to configure and manage costing sheet in Finance and Operations.

In this module students learned about:

  • How to work with the costing sheet

Module 6: Use Manufacturing Execution

Manufacturing execution is primarily intended to be used by manufacturing companies. Workers can register time and item consumption on production jobs and project activities using the Job registration form. All registrations are approved and subsequently transferred to the relevant Dynamics 365 for Finance and Operations modules. Continuous approval and transfer of registrations give managers the ability to easily track actual costs on production orders.

Lessons

  • Introduction
  • Understand the manufacturing executions
  • Identify roles
  • Planning considerations
  • Configure manufacturing execution
  • Control production
  • Practice Labs
  • Module summary

In this module students learned about:

  • Understand the manufacturing execution
  • Identify the roles in manufacturing execution
  • Process production orders
  • Understand the process workflows to manage a production

Module 7: Get Started with Product Configuration

Product configuration is a constraint-based product configuration tool that uses the Microsoft Solver Foundation (MSF) product technology that is designed for modeling and constraint solving. One can use product configuration to create and maintain product configuration models, and to reuse components and attribute types. Attributes, constraints, subcomponents, user requirements, Bill of Material (BOM) lines, and route operations are implicitly reused when reusing a component. Components can also reuse table constraint definitions. This module explains how to get started with product configurator in Finance and Operations.

Lessons

  • Introduction
  • Understand the product configuration model
  • Build a product configuration model
  • Practice Labs
  • Module summary

In this module students learned about:

  • The terminology that is important for understanding the concepts and processes that are associated with product configuration
  • Product configuration end-to-end scenario
  • The different areas that span the product configuration process
  • The product configuration model
  • How to build a product configuration model

Module 8: Get Started with Lean Manufacturing

This topic explains how to get started with the Lean manufacturing in Finance and Operations.

Lessons

  • Introduction
  • Concepts and terminology
  • Module Summary

In this module students learned about:

  • Understand Lean manufacturing
  • Understand Lean concepts and terminology

Module 9: Configure Lean Manufacturing

This topic explains how to configure Lean manufacturing in Finance and Operations. A Lean manufacturing scenario is usually more than an accumulation of unrelated Kanban rules or material-supply policies. The flow of material and products throughout work cells and locations for a specific production or supply scenario can be described as a sequence or small network of process or transfer activities, called a production flow. The activity-based production flows are introduced in Finance and Operations to establish a production and cost context for various Kanban scenarios. All Kanban rules are directly connected to this pre-defined structure. The activity-based model allows users to set up a wider range of scenarios than supported by previous versions of Lean manufacturing for Finance and Operations, without adding complexity for the shop floor workers because all scenarios use the same activity-based user interface.

Lessons

  • Introduction
  • Configure parameters
  • Create value streams and production flow models
  • Create production flows
  • Practice Labs
  • Module summary

In this module students learned about:

  • Configure parameters
  • Configure value streams
  • Create Production Flows
  • Configure lean manufacturing work cells

Module 10: Create and Process Fixed Kanban Rules

In Dynamics 365 for Finance and Operations, a Kanban is implemented as a framework to plan, track, and process based on Pull signals. A Kanban is an essential part of a pull system of supply, which is a critical element of Lean production/supply. When a Kanban has been consumed, it should be passed (triggered) to the source of supply to replenish it. This source of supply is defined through the production flow activities to which the Kanban is linked. Kanban rules in Finance and Operations are tied to production flows as the foundation that defines the activities of a Kanban. Kanban rules can be set up to support a variety of make-to-stock and make-to-order scenarios.

Lessons

  • Introduction
  • Kanban boards
  • Configure a fixed Kanban rule
  • Process fixed Kanbans
  • Practice Labs
  • Module summary
  • Students understood an overview of Kanbans and Kanban types, and learn how to configure and process Fixed Kanban rules.

In this module students learned about:

  • Kanban rules
  • Manufacturing Kanbans
  • Withdrawal Kanbans
  • Fixed quantity Kanbans

Module 11: Create and Process Event Kanban Rules

In this module we discuss the event kanbans and different ways to trigger them.

Lessons

  • Introduction
  • Configure event Kanban rules
  • Configure sales, Kanban, stock replenishment and BOM line events
  • Practice labs
  • Module summary
  • Students learned how to configure and process event Kanban rules.

In this module students learned about:

  • Kanban rules
  • Manufacturing Kanbans
  • Withdrawal Kanbans
  • Create and manage Sales line event Kanban
  • Create and manage BOM line event Kanban
  • Students also understand sample scenarios for event Kanbans processes and different event Kanban types.

Module 12: Create and Process Scheduled Kanban Rules

The planned orders of type Kanban are created based on the Kanban rule and follow the standard Master Planning logic and horizons. Master Planning item coverage settings determine how the planned orders are created and whether they are automatically or manually firmed. In this module we discuss the scheduled Kanban in Dynamics 365 for Finance and Operations.

Lessons

  • Introduction
  • Configure scheduled Kanban rules
  • Understand Kanban quantity calculations and circulation Kanbans
  • Practice labs
  • Module summary

In this module students learned about:

  • Kanban rules
  • Manufacturing Kanbans
  • Withdrawal Kanbans
  • Create and manage scheduled Kanban
  • Supply schedule
  • Kanban quantity calculations

Module 13: Configure Activity-Based Subcontracting and Production Flow Costing

The basic principle of a production flow does not change when activities are subcontracted using Finance and Operations; material still flows between locations, process activities convert material to products, and transfer activities move material or products from one location to another. In Dynamics 365 for Finance and Operations, there are two approaches for subcontracting: production orders and Lean manufacturing. The first approach models the subcontracting work as a service that is related to an activity of a production flow. A cost group type, direct outsourcing, is required to be configured, so that the subcontracting services are not as part of a BOM. The cost accounting of subcontracted work is completely integrated in the new costing for manufacturing in Microsoft Dynamics 365 for Finance and Operations.

Lessons

  • Introduction
  • Configure activity-based subcontracting
  • Understand production flow costing
  • Practice labs
  • Module summary

In this module students learned about:

  • Configure activity-based subcontracting
  • Configure production scheduling and subcontracting
  • Designate vendors as subcontractors
  • Configure production flow costing

Module 14: Get Started with Process Manufacturing

This topic explains how to get started with the process manufacturing in Finance and Operations.

Lessons

  • Introduction
  • Understand process manufacturing
  • Understand formula management
  • Understand co-products and by-products
  • Configure approved vendors
  • Practice labs
  • Module summary

In this module students learned about:

  • Understand process manufacturing
  • Understand formula management
  • Understand co-products and by-products
  • Understand approved vendors

Module 15: Identify and Configure Batch Attributes for Process Manufacturing

This topic explains how to configure batch attributes in Finance and Operations.

Lessons

  • Introduction
  • Identify and configure batch attributes
  • Create and configure catch weight items
  • Setup potency management
  • Practice labs
  • Module summary

In this module students learned to:

  • Understand Batch Attributes
  • Identify and configure batch attributes
  • Understand Lot and Batch Control processes
  • Configure batch rework

Module 16: Configure Commodity Pricing and Product Compliance

This topic explains how to work with commodity pricing, and compliance in Finance and Operations.

Lessons

  • Introduction
  • Configure commodity pricing
  • Configure product compliance
  • Practice labs
  • Module summary

In this module students learned about:

  • Configure commodity pricing
  • Configure product compliance

 

Show moredown

Who Should attend this Dynamics 365 Training Course?

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, application, and service integrations.

Prerequisites

Basic understanding of ERP and CRM concepts.

Microsoft Dynamics 365 Supply Chain Management, Manufacturing Course Overview | MB-320

Organizations use Dynamics 365 for Finance and Operations to run smarter with connected operations by selecting best-fit manufacturing processes, improving operational procedures, simplifying resource management, accelerating product delivery, and increasing quality and customer satisfaction. This course discusses how to configure and use discrete manufacturing in Dynamics 365 for Finance and Operations. This course discusses how to configure and use lean manufacturing and how to configure and use process manufacturing in Dynamics 365 for Finance and Operations.

 

 

 

Show moredown

What's included in this Dynamics 365 Training Course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

Show moredown

Microsoft Dynamics 365 Supply Chain Management, Manufacturing MB-320 Exam Information

  • Set up and configure manufacturing (30-35%)
  • Create and manage production and lean orders (25-30%)
  • Create, process, and manage production batch orders (40-45%)

Please Note: The exam is not included in the cost of this Training Course.

Show moredown

accredited by

Microsoft Gold Partner, on behalf of Microsoft Partner

Online Instructor-led (4 days)

Classroom (4 days)

Online Self-paced (32 hours)

MB-330: Microsoft Dynamics 365 Supply Chain Management

Microsoft Dynamics 365 Supply Chain Management Course Outline | MB-330

Module 1: Supply Management

To configure the inventory, one should first understand daily operations of the inventory. In this lesson we first discuss inbound and outbound inventory operations.

This module explains how to configure Inventory components for supply chain management processes in Finance and Operations.

Lessons

  • Introduction
  • Configure serial and batch numbers
  • Configure inventory breakdown
  • Configure inventory and warehouse journals
  • Configure inventory dimensions
  • Inventory closing and adjustment
  • Practice Labs
  • Module summary

In this module, students learned how to:

  • Perform inbound and outbound inventory operations
  • Configure Inventory parameters
  • Configure Tracking number groups
  • Configure inventory breakdown
  • Configure inventory and warehouse Journals
  • Configure Units
  • Configure Inventory dimensions
  • Configure inventory costing
  • Setup Distribution
  • Understand inventory closing and adjustments

Module 2: Use Inventory Journals

This topic explains how to use Inventory journals in Finance and Operations.

Lessons

  • Introduction
  • Use inventory journals
  • Practice labs
  • Module summary

In this module, students learned to:

  • Use movement journals
  • Use inventory adjustment journals
  • Use transfer journals
  • Use counting and tag counting journals
  • Use item arrival journals
  • Use consignment journals

Module 3: Use Inventory Reports

This topic explains how to use Inventory reports for supply chain management processes in Finance and Operations.

Lessons

  • Introduction
  • Understand ABC classification
  • Use other inventory inquiries and reports
  • Practice Labs
  • Module summary

In this module, students learned to:

  • Understand ABC Classification
  • Use Inventory inquires and reports

Module 4: Create Products and Product Masters

Product information management in Dynamics 365 for Finance and Operations is for the creation and maintenance of an Enterprise Products Repository. It supports larger organizations in a centralized, structured approach in creating and maintaining core master data such as product definitions. Smaller organizations that require a more decentralized approach can, with some restrictions, create and maintain their respective products while their products are automatically added to the shared products repository.

This topic explains how to configure products for supply chain management processes in Finance and Operations.

Lessons

  • Introduction
  • Create products
  • Create product masters with variants
  • Create and configure attributes and category hierarchies
  • Configure item pricing
  • Practice Labs
  • Module summary

In this module, students learned how to:

  • Create products as type item and service
  • Configure default order settings
  • Create Product masters with predefined variants
  • Create and configure category hierarchies
  • Create product attributes

Module 5: Create Bill of Materials

A bill of materials (BOM) is a comprehensive list of all the components, parts, raw materials, assemblies and their quantities that are required to make a finished product. This module explains how create BOMs and BOM versions by using BOM designer in Finance and Operations.

Lessons

  • Introduction
  • Use BOM designer
  • Practice lab
  • Module summary

In this module, students learned how to:

  • Create BOMs and BOM versions by using BOM designer

Module 6: Configure and Perform the Procure-to-Purchase Process

This topic explains how to configure and perform the procure-to-purchase process in Finance and Operations.

Lessons

  • Introduction
  • Procurement and sourcing business scenario
  • Create purchase requisition workflow
  • Create purchase requisitions
  • Create request for quotation
  • Use procurement policies
  • Practice Labs
  • Module summary

In this module, students learned how to:

  • Apply the procurement and sourcing processes in a business scenario
  • Use procurement policies
  • Create and maintain vendors
  • Create purchase requisitions
  • Create request for quotes

Module 7: Configure Vendor Collaborations

This topic explains how configure vendor collaborations in Finance and Operations.

  • Lessons
  • Introduction
  • Configure vendor collaborators
  • Use vendor collaboration
  • Practice labs
  • Module summary

In this module, students learned to:

  • Configure the Vendor Collaborations
  • Work with vendor collaboration workspace
  • Use vendor collaboration as part of procure-to-pay process

Module 8: Configure and perform the Purchase-to-Pay Process

The Purchase Orders module reviews the process that is required to create and manage purchase orders in Dynamics 365 for Finance and Operations. A company uses purchase orders to record information about the goods and services they are purchasing from various vendors.

Lessons

  • Introduction
  • Create purchase orders
  • Use purchase order change management
  • Use item orders and arrival
  • Manage over and under delivery and charges
  • Create vendor returns
  • Practice labs
  • Module summary

In this module, students learned to:

  • Understand overview of the purchase-to-pay scenario
  • Use purchase order change management
  • Create a Purchase order
  • Use Item arrivals and Arrival overview
  • Generate and Post the Invoice
  • Create the Invoice Journal
  • Generate and post the vendor payments
  • Create vendor returns

Module 9: Configure and Use Agreements

This topic explains how to configure and use agreement in Finance and Operations.

Lessons

  • Introduction
  • Maintain trade agreements
  • Create sales agreements
  • Create purchase agreements
  • Configure trade allowance
  • Configure brokerage
  • Configure royalties
  • Configure rebates
  • Practice Labs
  • Module summary

In this module, students learned how to:

  • Maintain trade agreements
  • Configure smart rounding
  • Create Sales agreements
  • Use procurement policies
  • Create Purchase agreements
  • Configure Trade allowance
  • Configure Brokerage
  • Configure Royalties
  • Configure Rebates

Module 10: Configure and Use the Order-to-Cash Process

This topic explains how to configure and use the order-to-cash process in Finance and Operations.

Lessons

  • Introduction
  • Understand the order-to-cash scenario
  • Configure and use commissions
  • Configure customer and item search
  • Create and confirm sales quotations and orders
  • Configure order promising
  • Configure order hold codes
  • Print and post picking lists
  • Process customer returns
  • Practice Lab
  • Module Summary

In this module, students learned how to:

  • Perform the order-to-cash process
  • Configure and use commissions
  • Configure customer and item search
  • Create and confirm Sales quotations
  • Create and confirm Sales orders
  • Print and post picking lists
  • Generate and Post the Invoice
  • Configure order hold codes
  • Process Customer returns

Module 11: Configure and Use Quality Control and Management Processes

In this module, we describe how to configure and use quality control in Finance and Operations, how to use quality control functionality, how to define and maintain nonconformances, and how to handle corrections. But let’s first get familiar with the quality management overall processes.

Lessons

  • Introduction
  • Perform quality control and management processes
  • Apply inventory blocking
  • Perform quarantine management
  • Practice labs
  • Module summary

In this module, students learned to:

  • Perform Quality Control and Quality Management Processes
  • Apply inventory blocking
  • Perform quarantine management

Module 12: Configure and Use Intercompany Trade Relations

The Intercompany functionality in Dynamics 365 for Finance and Operations provides a mechanism for the consolidation of static and dynamic data from multiple companies as separate legal entities in a single database. Intercompany Trade enables globally dispersed manufacturing sites, distribution centers, and sales subsidiaries to act as one unified organization. This topic explains how to configure and use the intercompany trade relations and process intercompany orders in Finance and Operations.

Lessons

  • Introduction
  • Understand intercompany trading
  • Setup intercompany trade relations
  • Process intercompany chain orders
  • Setup intercompany agreements and direct deliveries
  • Practice labs
  • Module summary

In this module, students learned to:

  • Configure products for Intercompany trade relations
  • Configure intercompany trade relationships
  • Configure intercompany agreements
  • Process Intercompany orders
  • Process Intercompany direct deliveries
  • Process Intercompany charges
  • Understand Intercompany Return Order Chain

Module 13: Configure and Use Master Planning

This topic explains how to configure and use the master planning in Finance and Operations.

Lessons

  • Introduction
  • Master planning considerations and setup
  • Create master plans
  • Learn about demand and supply forecasts
  • Configure item coverage
  • Brief introduction to intercompany planning
  • Run plans and firm planned orders
  • Practice labs
  • Module summary

In this module, students learned to:

  • Define master planning Policies
  • Learn about Demand and Supply Forecasts
  • Configure calculated delays
  • Configure Item coverage
  • Understand brief introduction to intercompany master planning
  • Run plans and firm planned orders

Module 14: Configure Warehouse Management

The Warehouse management module for Dynamics 365 for Finance and Operations helps manage warehouse processes in manufacturing, distribution, and retail companies.

It has a wide range of features to support the warehouse facility at an optimal level, at any time. Warehouse management is fully integrated with other business processes in Finance and Operations such as transportation, manufacturing, quality control, purchase, transfer, sales, and returns.

Lessons

  • Introduction
  • Configure warehouse management setup
  • Understand reservation hierarchies
  • Location directives and work templates
  • Practice Labs
  • Module summary

In this module, students learned to:

  • Configure Warehouse management parameters
  • Create warehouses and locations
  • Configure work pools, zones, location format, and profiles
  • Create reservation hierarchies
  • Configure location directives
  • Configure Waves
  • Configure Loads
  • Configure Inventory statuses
  • Configure cycle counting
  • Configure Packing and containerization
  • Set up and generate labels

Module 15: Configure Mobile Devices for Warehouse Management

This topic explains how to configure Mobile device setup for Warehouse Management in Finance and Operations.

Lessons

  • Introduction
  • Configure mobile devices
  • Practice Lab
  • Module summary

In this module, students learned to:

  • Create new work classes
  • Configure mobile devices
  • Configure menu items for activities and inquiries
  • Configure menu items to create work for another worker or process
  • Configure menu items to process existing work
  • Define the layout of mobile device menus
  • Configure the basic look and feel of mobile devices
  • Create mobile device users
  • Set up label layouts and define settings for printing labels

Module 16: Use Warehouse Management

Before using the Mobile device for Warehouse management, the application must be installed. This topic explains how to use warehouse management processes in Finance and Operations.

Lessons

  • Introduction
  • Configure mobile device
  • Inbound operations
  • Cycle counting
  • Transfers and replenishment
  • Outbound operations
  • Cluster picking
  • Packing and containerization
  • Practice Labs
  • Module summary

In this module, students learned to:

  • Inbound operations
  • Outbound operations
  • Cluster Picking
  • Packing and containerization
  • Cycle counting
  • Transfers and Replenishment

Module 17: Configure Transportation Management

This module gives an overview of the Transportation management functionality in Microsoft Dynamics 365 for Finance and Operations and teaches how to configure and use Transportation management.

Lessons

  • Introduction
  • Planning and configuring transportation management
  • Procedures
  • Routing and transportation flows
  • Transportation engines and freight management
  • Practice Labs
  • Module summary

In this module, students learned to:

  • Transportation planning
  • Routing
  • Rating
  • Inbound operations
  • Load processes
  • Outbound operations

Show moredown

Who should attend this Microsoft Dynamics 365 Training?

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, application, and service integrations.

Prerequisites

Basic understanding of ERP and CRM concepts.

 

Microsoft Dynamics 365 Supply Chain Management Course Overview | MB-330

Organizations use Dynamics 365 for Finance and Operations to automate and streamline their supply chain by modernizing business logistics, delivering timely customer response, getting ahead with predictive insights, streamlining procurement, and unifying processes from sales to fulfilment. This course discusses how to configure and use supply chain management, how to use quality management, Intercompany trading, and master planning and how to configure and use warehouse and transportation management in Dynamics 365 for Finance and Operations.

Show moredown

What's included in this Microsoft Dynamics 365 Training Course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

Microsoft Dynamics 365 Supply Chain Management MB-330 Exam Information

  • Implement Product information management (25-30%)
  • Implement Inventory management (20-25%)
  • Implement and manage Supply Chain processes (25-30%)
  • Implement Warehouse management and Transportation management and perform business processes (25-30%)

Show moredown

accredited by

Microsoft Gold Partner, on behalf of Microsoft Partner

Online Instructor-led (5 days)

Classroom (5 days)

Online Self-paced (40 hours)

MB-200: Microsoft Power Platform + Dynamics 365 Core

Microsoft Power Platform and Dynamics 365 Core Course Outline | MB200

Module 1: Platform Overview

In this module, students will learn the basics of the Power Platform.  They will tour the various administrator portals and options, as well as install applications.

Lessons

  • Overview
  • Configure Power Platform environments
  • Creating applications
  • Discovery and planning
  • Module summary

After completing this module, students will be able to:

  • Identify common platform components and their uses

Module 2: Data Modeling

In this module, students will learn how to model data effectively using the platform’s entities, attributes, and relationships.

Lessons

  • Data model fundamentals
  • Relationships
  • Other entity options
  • Other field options
  • Internationalizing
  • Module summary

After completing this module, students will be able to:

Create and use relationships and entities

Module 3: Model-Driven Apps

In this module, students will learn about model-driven applications and how to configure and use them.

Lessons

  • Configure model-driven apps
  • Configure model-driven forms
  • Configure views
  • Configure model-driven charts
  • Configure model-driven dashboards
  • Configure reports
  • Module summary

After completing this module, students will be able to:

  • Create and modify forms, views, dashboards, and other user experience components

Module 4: Canvas Apps

In this module, students will learn how to create and use canvas apps, as well as learn the differences between canvas apps and model-driven apps.

Lessons

Application fundamentals

  • Working with data and services
  • Customizing the user experience
  • Integration with model-driven apps
  • Module summary

After completing this module, students will be able to:

  • Create a canvas app
  • Work with CDS data

Module 5: Security

In this module, students will learn how the platform’s security model manages users’ experiences and access to both data and functionality.

Lessons

  • Security overview
  • Business units
  • Manage security roles
  • Manage teams
  • Configure hierarchy security
  • Module summary

After completing this module, students will be able to:

  • Create and use Business Units
  • Create, modify, and use Security Roles

Module 6: Platform Automation Overview

In this module, students will learn the basics of the Power Platform automation capabilities. They will learn the need for automation and how to map the needs to the capabilities.

Lessons

  • Platform automation overview
  • Module summary

After completing this module, students will be able to:

  • Identify common platform automation and their uses

Module 7: Business Rules

In this module, students will learn how to build and use business rules and how they work alongside other platform automation.

Lessons

  • Introduction to business rules
  • Additional business rule details
  • Module summary

After completing this module, students will be able to:

  • Create and use business rules

Module 8: Workflows

In this module, students will learn how to build and use workflows and how they work alongside other platform automation.

Lessons

  • Introduction to workflows
  • Building workflows
  • Advanced workflow
  • Module summary

After completing this module, students will be able to:

  • Create and use workflows

Module 9: Microsoft Flows

In this module, students will learn how to build and use Microsoft Flows and how they work alongside other platform automation.

Lessons

  • Introduction to Microsoft Flow
  • Other flow concepts
  • Working with CDS
  • Building approval flows
  • Starting from apps
  • Flow deployment considerations
  • Module summary

After completing this module, students will be able to:

  • Create and use Microsoft Flows

Module 10: Business Process Flows

In this module, students will learn how to build and use business process flows and how they work alongside other platform automation.

Lessons

  • Introduction to business process flows
  • Configure business process flows
  • Additional business process flows details
  • Module summary

After completing this module, students will be able to:

  • Create and use business process flows

Module 11: Introduction to Integrations

In this module, students will learn the basics of the Power Platform integration capabilities, as well as how to configure and use email integrations.

Lessons

  • Overview of common scenarios
  • Email integration
  • Outlook integration
  • Module summary

After completing this module, students will be able to:

  • Identify common integrations
  • Configure and use email integration

Module 12: Integration with Office

In this module, students will learn how to integrate with common Office products to include OneNote, Word, and Excel.

Lessons

  • Templates
  • SharePoint
  • Microsoft Teams
  • Additional Integrations
  • Module summary

After completing this module, students will be able to:

  • Configure and use integrations with Office products

Module 13: Managing Data

In this module, students will learn how to import and export data for the Power Platform and create and use data maps.

Lessons

  • Managing data overview
  • Duplicate detection
  • Importing data
  • Exporting data
  • Bulk delete
  • Module summary

After completing this module, students will be able to:

  • Import and export data
  • Create and use data maps
  • Perform bulk delete

Module 14: Manage Instances and Applications

In this module, students will learn how to enable and update first-party applications, install third-party apps, and configure using admin portals.

Lessons

  • Overview
  • Manage applications
  • Module summary

After completing this module, students will be able to:

  • Enable and update first-party apps
  • Install third-party apps

Module 15: Manage Solutions

In this module, students will learn how to create, manage, and deploy solutions.

Lessons

  • Solution concepts
  • Planning and creating solutions
  • Working with solution components
  • Distributing solutions
  • Working with managed solutions
  • Module summary

After completing this module, students will be able to:

  • Create, manage, and deploy customizations with solutions

Module 16: Additional Deployment Considerations

In this module, students will learn how to configure for mobile and deploy components such as Microsoft Flow.

Lessons

  • Configure
  • Mobile configuration settings
  • Mobile configuration
  • Module summary

After completing this module, students will be able to:

  • Configure for mobile
  • Deploy components

Module 17: Documentation and Testing

In this module, students will learn how to design test plans and perform performance tuning.

Lessons

  • Creating test plans
  • User interface testing
  • Performance optimization and tuning
  • Documentation
  • Engage with the customer
  • Module summary

After completing this module, students will be able to:

  • Create and use test plans
  • Locate performance tuning tools

Show moredown

Who should attend this Dynamics Training Course?

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, application, and service integrations.

Prerequisites

This course is designed for persons who are aspiring to the Microsoft 365 Enterprise Admin role and have completed one of the Microsoft 365 work load administrator certification paths.

Microsoft Power Platform and Dynamics 365 Core Course Outline | MB200

This 5-day course will help you optimize your operations by automating routine tasks and standardizing best practices. This training provides a high-level overview of the capabilities of Microsoft Dynamics 365 and the Power Platform and provides a foundation for other Microsoft Dynamics 365 and Power Platform training offerings.

 

Show moredown

What's included in this Microsoft Dynamics Training Course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

Show moredown

Microsoft Power Platform and Dynamics 365 Core Exam Information | MB-200

The below area will be covered in the Microsoft MB-200 exam.

  • Perform discovery, planning, and analysis (5-10%)
  • Manage user experience design (20-25%)
  • Manage entities and data (15-20%)
  • Implement security (5-10%)
  • Implement integration (15-20%)
  • Perform solutions deployment and testing (25-30%)

Please Note: The exam is not included in the cost of this training course

Show moredown

accredited by

Microsoft Gold Partner, on behalf of Microsoft Partner

Online Instructor-led (3 days)

Classroom (3 days)

Online Self-paced (24 hours)

MB-300: Microsoft Dynamics 365: Core Finance and Operations

Microsoft Dynamics 365 Core Finance and Operations Course Outline | MB300

 

Module 1: Get Started with Dynamics 365 for Finance and Operations

This module provides an understanding of what Dynamics 365 for Finance and Operations is, and the industries that it supports. It describes the modules in Finance and Operations, the purpose of the features in those modules, and how they support the industry-specific areas.

Lessons

  • Introduction
  • Industry focus
  • Introduction to financial management
  • Introduction to employee management
  • Introduction to supply chain management
  • Module summary

Module 2: Get Started with Lifecycle Services

Microsoft Dynamics Lifecycle Services (LCS) is a collaborative workspace that customers and their partners use to manage Dynamics 365 for Finance and Operations projects from pre-sales, to implementation, and finally to the production environment, either on the cloud or on-premise. It provides checklists and tools that help manage the project, including methodologies that can help manage the implementation process.

Lessons

  • Understand the functionality and tools of Lifecycle Services
  • Reuse existing assets, copy and share data
  • Understand Task recorder functionality
  • Create a business process model
  • Run the LCS Issue Search tool and analyze results
  • Learn how to use Regression Suite Automation Tool
  • Practice Labs
  • Module Summary

Learning outcomes:

  • Understand the functionality and tools of LCS for Finance and Operations
  • Reuse existing assets, copy, and share data
  • Understand Task recorder functionality
  • Create a business process model
  • Identify and analyze gaps using the Business process modeler (BPM)
  • Run the LCS Issue Search tool and analyze results

Module 3: Use Lifecycle Services to Design and Plan

With proper planning, the Dynamics 365 for Finance and Operations implementation will be a success. After a customer signs the agreement to purchase licenses for Finance and Operations, the job as a Functional Consultant starts by managing the application lifecycle and moving toward a predictable, repeatable, high-quality implementation.

Lessons

  • Introduction
  • Phases of a cloud implementation
  • Phases of an on-premises implementation
  • Create Functional Design Documents (FDD)
  • Module Summary

Learning outcomes:

  • Prepare documentation for gathered requirements by using a methodology in LCS
  • Define use case scenarios
  • Participate in the creation of functional requirements documents (FRD)
  • Understand the importance of creating and maintaining documented processes
  • Participate in phase-based planning processes and solution design
  • Describe the future state business processes based on a proposed solution
  • Determine when to build versus buy
  • Create functional design documents (FDD)

Module 4: Overview of Reporting and Analytics

A report in Dynamics 365 for Finance and Operations can be defined simply as a structured presentation of data. Under ideal circumstances, reports materialize data in such a way that it allows the user to make informed decisions. Finance and Operations supports a broad spectrum of information access scenarios.

Lessons

  • Understand reports and inquiries
  • Learn about Financial reporting
  • Configure PowerBI to the instance
  • Practice Labs
  • Module Summary

Learning outcomes:

  • Different types of reports and inquiries in Finance and Operations
  • Financial reporting
  • Configuring Finance and Operations for Microsoft Power Platform

Module 5: Build and Test Mobile Apps

This module explains the guidelines and design patterns of a mobile app for Dynamics 365 for Finance and Operations. Additionally, it explains how to build and test mobile apps based on a use case scenario. The mobile platform makes it easy to change the forms and mobile app definitions to include customizations that are made to Finance and Operations. Mobile apps enable rich offline and mobile interactions and provide an easy-to-use designer experience. Developers can create simplified forms in Microsoft Visual Studio and then design mobile apps that expose this functionality.

Lessons

  • Overview of Unified Operations mobile app
  • Build and use mobile apps
  • Practice Lab
  • Module Summary

Learning outcomes:

You will have learned how to create a mobile app and publish it in Finance and Operations. Understanding the design considerations for a mobile app helps create the mobile app to match the user experience of a modern application. Students will also have learned that to use and work with a Finance and Operations, they need to download the Microsoft Dynamics 365 Unified Operations app. Additionally, they will have discovered how to run the Dynamics 365 Unified Operations app to connect to Finance and Operations, and how to use the published mobile apps and pull-to-refresh the data.

Module 6: Create, Maintain and Use Workflows

A workflow represents a business process. It defines how a document flows, or moves, through the system by showing who must complete a task, make a decision, or approve a document. Some organizations require that specific processes are approved by a user other than the person who enters the record. These workflow processes might require manual approval, workflow approval, or no approval.

Lessons

  • Workflows for business processes
  • Create and setup workflows
  • Assign users to workflow touchpoints
  • Use Work items
  • Practice Lab
  • Module Summary

Learning outcomes:

In this module, you would have learned how to apply automation by using workflows and discovered that defining a specific type allows a business to control each step in a critical process. Students also learned that workflows can be used as procedural steps that use approvals for several journal types. Additionally, they learned that one can define several versions for each workflow and modify an existing workflow without deleting the original. These workflow processes can require manual approval, workflow approval, or no approval. After gaining an understanding of the workflow architecture, elements, and actions, they then learned how to set up workflows, configure workflow properties, and add a manual or automated task in a workflow. Finally, they learned how to configure an approval process in a workflow, assign users to workflow touchpoints, configure an approval step in a workflow, and use the Work items functionality to process a workflow.

Module 7: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

Lessons

  • Final assessment
  • Course summary
  • Post-course survey

Module 8: Set Up and Configure Legal Entities

This module explains the setup and configuration of legal entities and number sequences in Dynamics 365 for Finance and Operations.

Lessons

  • Create a legal entity and generate number sequences
  • Create a number sequence
  • Create organization hierarchies
  • Apply purposes and policies
  • Configure calendars and date intervals
  • Practice Labs
  • Module summary

Learning outcomes:

You would have learned how to create a legal entity and generate number sequences, manually or by using a wizard. Students also configured calendars and date intervals. Additionally, they learned how to create organization hierarchies, apply purposes, and set up policies in order to streamline business policies and reporting structures.

Module 9: Manage users and security

Microsoft Dynamics 365 for Finance and Operations has an array of security and configuration options to help keep sensitive data safe. This all means that users can remain focused on their roles, while the system remains as streamlined as possible. Knowing how to implement different security options will help companies cover their security requirements. When the security architecture of Finance and Operations are understood, one can more easily customize security to fit the requirements of a business.

Lessons

  • Understand the security architecture
  • Manage users and security
  • Setup and apply segregation of duties
  • Run security reports
  • Setup batch jobs and alerts
  • Practice labs
  • Module summary

Module 10: Perform Personalization

Personalization saves time and effort when using the system.

Lessons

  • Describe and apply user options
  • Create, export and import personalizations
  • Create and maintain record templates
  • Practice labs
  • Module summary

Learning outcomes:

You will have learned how to use and apply user options, create personalization, and export personalization to be used by other users, using the personalization feature of Finance and Operations. They also learned the difference between customization and personalization. In particular, how personalization helps save time personalizing often-used field values and allows for creation and maintenance of record templates.

Module 11: Implement Common Integration Features

Microsoft Dynamics 365 integrates with many other common programs; for example, email, Microsoft Office, and Power BI.

Lessons

  • Microsoft Office integration
  • Configure email
  • Create and maintain email templates
  • Use Power BI
  • Setup network printing
  • Integrate data into Common Data Services for Apps
  • Practice Labs
  • Module summary

Learning outcomes:

In this module, you would have learned how to use Microsoft Office integration in Dynamics 365 for Finance and Operations, configure email (SMTP/Exchange), and create and maintain email templates to standardize the messages when sending emails to customers. By setting up network printing features, corporate network printers can be used remotely. Finally, this module provided an overview of how to integrate data from multiple sources into Common Data Service for Apps and integrate the data to Dynamics 365 for Finance and Operations using the Data Management workspace.

Module 12: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

Lessons

  • Final assessment
  • Course summary
  • Post-course survey

Module 13: Prepare Data for Migration and Migrate Data

This unit explores integration patterns, scenarios, and solutions for Finance and Operations. Although this unit does not include technical details about how to use or set up every integration pattern or how to work with sample code, it is always wise to be aware of available integration tools.

Lessons

  • Introduction
  • Understand BYOD feature
  • Perform a test migration and validate output
  • Module summary

When it’s time for data migration, the more one knows, the easier it is to control operational complexity and reduce costs. The customer’s business continuity must be the priority. In this module, students will learn how to prepare data for a successful migration by identifying important factors such as legacy systems, and static and common data.

In this module, you will have learned how to:

  • Choose a data integration (import/export) strategy
  • Identify common migration scenarios and tools in Finance and Operations
  • Understand the bring your own database (BYOD) feature
  • Identify relevant (legacy) systems
  • Identify and import static data that is common between industries
  • Create and review test plans for data migration
  • Identify and extract source data
  • Identify relevant data entities and elements
  • Generate field mapping between source and target data structures
  • Perform a test migration and validate output
  • Support the transition between the existing and migrated systems

Module 14: Use Data Management

In this module, students will get an overview of the basic concepts of the Data management platform. Students will also learn how to import and export data in Dynamics 365 for Finance and Operations by using the Data management workspace.

Finally, they will learn how to use the asynchronous recurring integration features of the Data management platform. The Data management framework can be used to manage data entities and data entity packages in Finance and Operations.

Lessons

  • Introduction
  • Understand data management and integration
  • Data management workspace
  • Templates in data management
  • Import, export and copy data into a legal entity
  • Practice Labs
  • Module summary

In this module, you will have learned how to:

  • Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities
  • Work with the Data management workspace
  • Export data from a legal entity
  • Import data into a legal entity
  • Work with data import and export jobs
  • Clean up the staging tables

Module 15: Perform User Acceptance Testing

In order to test and evaluate the customer solution prior to the go-live, one needs to have an environment of Dynamics 365 for Finance and Operations that has all the configurations and possible customizations via extensions.

It is always beneficial to have a methodology to ensure the creation and testing is organized and planned properly for a short, efficient, and role focused test case scenarios.

Lessons

  • Introduction
  • Create and perform test cases for User Acceptance
  • Practice Lab
  • Module summary

In this module, you will have learned about:

  • How to understand the correlation between test cases and business requirements
  • Best practices for recording test cases
  • Task recorder
  • How to create a Scenario Acceptance Testing BPM library
  • How to synchronize and configure your test plan in Azure DevOps
  • How to execute tests

Module 16: Prepare to Go Live

All of the hard work becomes a success by moving the implemented solution in Dynamics 365 for Finance and Operations to the production environment. This is a crucial and final stage of this exciting experience of completing an implementation.

The goal is a happy customer, a quality solution, and peace of mind during this important phase, which is known as go-live. One cannot guarantee success without knowing how to prepare for Finance and Operations go-live and the final stage of implementation.

Lessons

  • Introduction
  • Get ready to go live
  • Module summary

In this module, will have learned how to:

  • Prepare for go-live
  • Complete the Lifecycle Services (LCS) methodology
  • Perform User acceptance testing (UAT) for your solution
  • Understand the FastTrack go-live assessment
  • Request the production environment

Module 17: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

Lessons

  • Final assessment
  • Course summary
  • Post-course survey

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Who should attend this Dynamics 365 Course?

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, application, and service integrations.

Prerequisites

Basic understanding of ERP and CRM concepts.

Microsoft Dynamics 365 Core Finance and Operations Course Overview | MB300

Organizations use Dynamics 365 for Finance and Operations to reduce operational costs and rapidly respond to changing business needs. This solution lets you and your organizations achieve these goals.

During this 3 day course, you will learn the core components of Microsoft Dynamics 365 for Finance and Operations an how to configure these components. You will also learn how to migrate data and understand go-live preparation for Microsoft Dynamics 365.

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What's included in this Dynamics 365 Course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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Microsoft Dynamics 365 Core Finance and Operations Exam Information | MB-300

  • Use common functionality and implementation tools (20-25%)
  • Configure security, processes, and options (45-50%)
  • Perform data migration (15-20%)
  • Validate and support the solution (15-20%)

Please Note: The exam is not included within the cost of this training course

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accredited by

Microsoft Gold Partner, on behalf of Microsoft Partner

Online Instructor-led (3 days)

Classroom (3 days)

Online Self-paced (24 hours)

MB-240: Microsoft Dynamics 365 Field Service

Microsoft Dynamics 365 for Field Service Course Outline | MB240

Module 1: Configure Field Service

  • Introduction to field service
  • Defining products and services
  • Defining tax codes

Module 2: Resource scheduling configuration

  • Mapping and location information
  • Configuring resource components
  • Defining account preferences

Module 3: Defining and configuring bookable resources

  • Defining bookable resources
  • Resource pools, crews, and facilities

Module 4: Working with and configuring incidents

  • Creating incidents
  • Using service tasks
  • Defining products, services, and skills

Module 5: Field Service Work Orders

  • Configure field service work orders
  • Creating work orders
  • Managing work orders

Module 6: Field Service Agreements

  • Using field service agreements
  • Set up bookings
  • Set up invoices

Module 7: Inventory and Purchasing

  • Manage customer assets
  • Manage inventory
  • Purchasing and returns

Module 8: Field Service Mobile

  • Field Service Mobile Application overview
  • Install and deploy Field Service Mobile Projects
  • Manage Mobile Projects
  • Deploy the Mobile client

Module 9: Universal Resource Scheduling

  • Universal Resource Scheduling (URS) overview and configuration
  • Enabling entities for URS
  • Entity customization and automation considerations

Module 10: Managing scheduling options

  • Using the Schedule Board
  • Scheduling items
  • Rescheduling and substituting resources
  • Crew and resource pool scheduling

Module 11: Customizing the Schedule Board

  • Configure the schedule board
  • Create additional schedule boards
  • Leverage Dynamics 365 views with the schedule board
  • Configure schedule board queries and filters
  • Working with requirement groups

Module 12: Resource Scheduling Optimization

  • Resource Scheduling Optimization overview
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles

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Who should attend this Dynamics 365 Training Course?

Microsoft Dynamics 365 Customer Engagement functional consultants with Field Service expertise. Candidates are responsible for implementing solutions that manage resources that complete the field service lifecycle.

Prerequisites

Basic understanding of Dynamics 365 features, functionality, and navigation.

Microsoft Dynamics 365 for Field Service Course Overview | MB240

Dynamics 365 for Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects.

This course will help you better understand the bigger picture and end goals focused around implementations that aid in designing more efficient solutions that align with customer and organizational goals.

On completion of this course you will learn:

  • Identify the key components involved in Field Service Implementations.
  • Define the products and services that will be delivered to customers.
  • Determine which pricing options to use in specific scenarios.
  • Determine which resources are required.
  • Configure the system to support resource needs.
  • Define commonly reported issues and template them for easier consumption.
  • Identify the key areas involved in a work order lifecycle.
  • Generate agreements that can be used to automatically create work orders.
  • Leverage the inventory management capabilities of Dynamics 365 for Field Service.
  • Create and work Purchase Orders through their lifecycle.
  • Deploy and Configure the Field Service Mobile Application.
  • Identify the core components used to schedule items.
  • Configure the application to best leverage the scheduling features.
  • Leverage scheduling features to locate and schedule resources for work.
  • Tailor the application to best represent organizational needs.
  • Develop solutions that can be used to schedule single or multiple resources.
  • Identify the extension options available as part of Universal Resource Scheduling.

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What's included in this Dynamics Training Course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor
  • Refreshments

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Microsoft Dynamics 365 Field Service Exam Information | MB-240

  • Configure field service applications (20-25%)
  • Manage work orders (15-20%)
  • Schedule and dispatch work orders (20-25%)
  • Manage field service mobility (10-15%)
  • Manage inventory and purchasing (10-15%)
  • Manage assets and agreements (10-15%)

Please Note: The exam is not included in the cost of this course

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accredited by

Microsoft Certifications (Microsoft Partner), on behalf of Microsoft Partner

Online Instructor-led (2 days)

Classroom (2 days)

Online Self-paced (16 hours)

Microsoft Dynamics 365 Fundamentals MB901​ Course Outline

This course outline is focused on providing a complete Knowledge of Microsoft Dynamics 365 applications. Delegates will learn about various functionalities and services tools that empowers organisation to develop the business. Microsoft Dynamics 365 is providing an understanding of how to monitor and track a Data. Delegates will become familiar with various collaboration strategies of Microsoft Dynamics 365. The Cloud Computing and various business requirements such as Security, Sales, Finance, Marketing, Customer Services, Field services and other essentials concepts also included in Modules. These Following modules explore the various topics in order to upgrade your skills. So let’s start with the First Module:

Module 1: Introduction to Microsoft Dynamics 365

Lessons

  • Introduction
  • Dynamics 365 Applications
  • What is artificial intelligence (AI)?
  • What is the mixed reality (MR)?
  • Digital Transformation

After completing this module, you will be able to:

  • Identify the Dynamics 365 Business Applications
  • Understand the role of artificial intelligence (AI) and mixed reality (MR) in Dynamics 365
  • Explain digital transformation
  • Recognize how the Dynamics 365 apps support digital transformation

Module 2: Principles of cloud computing and deployment

Lessons

  • Introduction
  • What is cloud computing?
  • Benefits of cloud computing
  • Compliance, terms and requirements
  • Types of cloud services
  • Deployment
  • Azure DevOps
  • Microsoft Dynamics Lifecycle Services (LCS)
  • Explore Power Platform Admin Center

After completing this module, you will be able to:

  • Describe cloud computing and its benefits
  • Understand deployment options for Dynamics 365 applications
  • Articulate cloud services compliance and compliance requirements
  • Describe the types of cloud services
  • Explain Azure DevOps and Lifecycle Services (LCS)

Module 3: Recognize Dynamics 365 Security

Lessons

  • Introduction
  • Dynamics 365 cloud security
  • Understand role-based security
  • Lab: Explore security roles in Dynamics 365 model-driven apps
  • Lab: Explore security roles in Finance and Operations apps
  • Lab: Enhance security by encrypting your data

After completing this module, you will be able to:

  • Describe Dynamics 365 cloud security
  • Describe Dynamics 365 role-based security

Module 4: Connect and analyse your Dynamics 365 data

Lessons

  • Introduction
  • The use of Power Platform in Dynamics 365
  • Benefits of Common Data Service
  • Dynamics 365 reporting
  • Lab: Explore the Power Platform Admin Center

After completing this module, you will be able to:

  • Describe the use of Power Platform in Dynamics 365
  • Articulate the benefits of Common Data Service
  • Explain Dynamics 365 reporting

Module 5: Introduction to Dynamics 365 Sales

Lessons

  • Introduction
  • Dynamics 365 sales automation
  • Manage the sales process and pipeline
  • Contract management
  • Discover Microsoft Relationship Sales solution
  • Dynamics 365 Sales Insights
  • Sales surveys
  • Lab: Explore Dynamics 365 Sales

After completing this module, you will be able to:

  • Describe Dynamics 365 sales automation
  • Articulate how to manage the sales process in Dynamics 365 Sales
  • Discover Microsoft Relationship Sales Solution (MRSS)
  • Explain the business value of Dynamics 365 Sales Insights
  • Explain the business value of Microsoft Forms Pro

Module 6: Introduction to Dynamics 365 Marketing

Lessons

  • Introduction
  • The benefits of Dynamics 365 Marketing
  • Features and functionality of Dynamics 365 Marketing
  • Lead generation and qualification
  • Customer journey
  • Segmentation
  • Event management
  • Lab: Explore Dynamics 365 Marketing

After completing this module, you will be able to:

  • Articulate the benefits of using Dynamics 365 Marketing
  • Describe the features and functionality of Dynamics 365 Marketing
  • Describe a Customer journey

Module 7: Introduction to Dynamics 365 Customer Service

Lessons

  • Introduction
  • Overview of Dynamics 365 Customer Service
  • Account Management
  • Case lifecycle management
  • Knowledge articles
  • Omnichannel for Dynamics 365 Customer Service
  • Portals
  • Dynamics 365 Customer Service Insights
  • Lab: Explore Dynamics 365 Customer Service

After completing this module, you will be able to:

  • Present an overview of Dynamics 365 Customer Service
  • Discuss the core capabilities of Dynamics 365 Customer Service
  • Explain the value of Dynamics 365 Customer Service Insights

Module 8: Introduction to Dynamics 365 Field Service

Lessons

  • Introduction
  • Benefits of Dynamics 365 Field Service
  • Connected Field Service
  • Service resource scheduling
  • Resource Scheduling Optimization (RSO)
  • Proactive customer service
  • Field Service Mobile
  • Dynamics 365 Remote Assist
  • Dynamics 365 Guides

After completing this module, you will be able to:

  • Describe the benefits of Dynamics 365 Field Service
  • Explain Connected Field Service
  • Discover Dynamics 365 Remote Assist
  • Discover Dynamics 365 Guides

Module 9: Explore model-driven app integrations and Dynamics 365 Customer Insights

Lessons

  • Introduction
  • Integration across Dynamics 365 applications
  • Integration with Microsoft products
  • Integration with third-party applications
  • Integrating customer data across first and third-party applications with Dynamics 365 Customer Insight

After completing this module, you will be able to:

  • Explain how Dynamics 365 model-driven app integrate
  • Describe Office 365 integrations
  • Identify third-party integrations
  • Describe Dynamics 365 Customer Insights
  • Recognize Adobe Experience Cloud

Module 10: Introduction to Dynamics 354 Finance

Lessons

  • Introduction
  • Overview of Dynamics 365 Finance
  • Global attributes
  • General ledger
  • Accounts payable
  • Accounts receivable
  • Credit and collections
  • Budgeting
  • Project management and accounting
  • Real-time cash flow visibility
  • Period and year-end closing
  • Lab: Explore Dynamics 365 Finance

After completing this module, you will be able to:

  • Describe the benefits of Dynamics 365 Finance
  • Provide a high-level overview of Dynamics 365 Finance
  • Explain the Accounts receivable and payable functions in Dynamics 365 Finance

Module 11: Introduction to Dynamics 365 Supply Chain Management

Lessons

  • Introduction
  • Overview of Dynamics 365 Supply Chain Management
  • Product information
  • Procurement and sourcing
  • Warehouse management
  • Sales order management
  • Manufacturing
  • Master Planning
  • Modernize operations
  • Project accounting
  • Asset management
  • Dynamics 365 Layout
  • Lab: Explore Dynamics 365 Supply Chain Management

After completing this module, you will be able to:

  • Describe the benefits of Dynamics 365 Supply Chain Management
  • Provide a high-level overview of Dynamics 365 Supply Chain Management
  • Articulate the value of Asset management
  • Discuss Dynamics 365 Layout

Module 12: Introduction to Dynamics 365 Business Central

Lessons

  • Introduction
  • Finance and budgeting
  • Supply chain management
  • Project management
  • Sales and service
  • When should you use Business Central versus other Dynamics 365 applications?

After completing this module, you will be able to:

  • Explore common use cases for Dynamics 365 Business Central
  • Discover when to leverage Business Central versus other Dynamics 365 products

Module 13: Introduction to Dynamics 365 Human Resources

Lessons

  • Introduction
  • Overview of Dynamics 365 Human Resources
  • Employee self-service
  • Personnel management
  • Benefits management
  • Employee development
  • Lab: Explore Dynamics 365 Human Resources

After completing this module, you will be able to:

  • Discover the Human Resources tools that help drive operational efficiency
  • Explore the features and functionality of Human Resources

Module 14: Introduction to Dynamics 365 Commerce

Lessons

  • Introduction
  • Core retail functionality
  • Point of Sale (POS)
  • Assisted Selling
  • Merchandising and inventory
  • Channel management
  • Ecommerce
  • Retail deployment
  • Dynamics 365 Fraud Protection

After completing this module, you will be able to:

  • Provide a high-level overview of Dynamics 365 Commerce
  • Discover deployment options
  • Describe Dynamics 365 Fraud Protection
  • Explore Omnichannel

Module 15: Explore Finance and Operations cross-app integrations

Lessons

  • Introduction
  • Integration across Dynamics 365 applications
  • Integration with Microsoft products
  • Integration with third-party applications
  • Explore external system integration capabilities

After completing this module, you will be able to:

  • Describe the data management framework
  • Explain Office 365 integrations
  • Explore external system integration capabilities

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Prerequisites

There are no formal prerequisites to attend this course.

Audience

This course is designed for Various IT professional Roles.

Microsoft Dynamics 365 Fundamentals MB901​ Course Overview

Microsoft Dynamics 365 is the cloud-based business applications platform which combines the components of enterprise resource planning (ERP) and customer relationship management (CRM). This technology comes up with various essential tools that helps in managing the Data. There are various unique features that can support organisations. It will provide Security and Reporting as well as data and product integrations.

This course will teach the delegates a complete Knowledge of Microsoft Dynamics 365 applications that allow them to optimise various essential operations for organisations. The aim of this course to providing excellence and accurate knowledge. Delegates will learn about the principles of cloud computing, and explore deployment options for Dynamics 365 business applications. They will get a better understanding of Dynamics 365 cloud Security as well as learn about role-based security

After taking thois course, Delegates will acquire a skill of reporting and analytics in Dynamics 365 business applications. These ordered modules will able to give the Understanding of Microsoft Dynamics 365 essentials such as Sales, Marketing, Customer Service, Field Service Customer Insights, Finance, Supply Chain Management, Business Central, Human Resources, Commerce with Microsoft Dynamics 365.

At this completion of the course, Delegates will become familiar with the execution and deployment of the Dynamics Apps at an organisation as per requirements. They will understand the role of artificial intelligence (AI) and mixed reality (MR) in Dynamics 365.

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  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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accredited by

Microsoft Gold Partner, on behalf of Microsoft Partner

Online Instructor-led (4 days)

Classroom (4 days)

Online Self-paced (32 hours)

MB-220: Microsoft Dynamics 365 Marketing

Microsoft Dynamics 365 for Marketing (MB220)​ Course Outline

Part 1: Configure Settings and Core Functionality in Dynamics 365 for Marketing (MB220T01)

Module 1: Marketing Application Configuration

In this module, delegates will learn about advanced settings, marketing content, as well as templates and integrations.

Lessons

  • Configure Advanced Settings
  • Manage Marketing Content and Templates
  • Manage LinkedIn and Power BI Integrations

Module 2: Leads

In this module, delegates will learn how to create, manage and score leads.

Lessons

  • Create and Manage Leads
  • Assess Sales Readiness

Module 3: Marketing Forms and Pages

In this module, delegates will acquire knowledge of how to create marketing forms and pages.

Lessons

  • Create Marketing Forms
  • Create Marketing Pages
  • Manage Internet Marketing

Module 4: Segments and Lists

This module explains how to manage segments, subscription centres, lists and double opt-in process.

Lessons

  • Configure Static and Dynamic Segments
  • Create a Subscription List
  • Set up a Subscription Centre Page
  • Double Opt-In Process

Module 5: Marketing Emails

In this module, delegates will learn how to create e-mail messages in Dynamics 365 for Marketing.

Lessons

  • Create Email Message

Module 6: Customer Journeys

In this module, delegates will learn about customer journey creation process.

Lessons

  • Create Customer Journeys

Module 7: Insights

In this module, delegates will learn how to view, understand and manage customer insights.

Lessons

  • Marketing Insights
  • Customer Insights
  • Marketing Execution Insights
  • Lead Management Insights
  • Internet Marketing Insights

Part 2: Set up Events and Surveys in Dynamics 365 for Marketing (MB220T02)

Module 1: Events

In this module, delegates will acquire knowledge of how to manage event planning and execution in Dynamics 365 for Marketing.

Lessons

  • Manage Event Planning
  • Manage Event Execution

Module 2: Voice of the Customer

In this module, delegates will learn how to configure, design and distribute voice of the customer surveys.

Lessons

  • Create Surveys

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Prerequisites

There are no pre-requisites for attending this course.

Audience

This course is for IT Professionals and Marketing Professionals who wish to learn about dynamics 365.

Microsoft Dynamics 365 for Marketing (MB220)​ Course Overview

This course explains configuring and managing advanced settings and core features within Dynamics 365 for Marketing. In this course, core features include leads, segments, lists, marketing forms, marketing pages, marketing emails, customer journeys and analytics. 

In Dynamics 365 for Marketing, you can turn prospects into business relationships. In this course, delegates will learn how to find and nurture more sales-ready leads by moving beyond basic email marketing. They will also acquire knowledge of how to connect sales and marketing, automate processes and make smarter decisions to maximise marketing ROI. This course explains the marketing application configuration needed to get started. This course also covers creating marketing forms and pages.

Delegates will learn how to break up leads and contacts through segmentation to help focus on marketing efforts. Also, delegates will gain an understanding of how to create email marketing messages using advanced designer functionality. In this 1-day course, delegates will acquire knowledge of how to view, understand and manage customer insights. Delegates will also learn all the settings and core functionality within Dynamics 365 for Marketing. In this course, delegates will acquire knowledge of how to manage event planning and execution in Dynamics 365 for Marketing.

The bundle summarises the contents of the following courses:

Configure settings and core functionality in Dynamics 365 for Marketing (MB220T01)

Set up Events and Surveys in Dynamics 365 for Marketing (MB220T02)

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  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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accredited by

Microsoft Gold Partner, on behalf of Microsoft Partner

Online Instructor-led (1 days)

Classroom (1 days)

Online Self-paced (8 hours)

MB-900: Microsoft Dynamics 365 Fundamentals

Dynamics 365 Fundamentals (MB900) Course Outline  


Module 1: Introduction to Business Applications
In this, all business applications modules and functionalities will be defined focusing on customer engagement, unified operations, the power platform, and their corresponding business applications.

Lessons

  • Overview of Apps
  • Apps for Customer Engagement
  • Apps for Unified Operations
  • The Power Platform
  • Application Basics

Module 2: Cloud Concepts
In this module, we will discuss high-level cloud concepts and introduce Microsoft’s cloud offering, Azure, examining its relationship with Dynamics 365.

Lessons

  • Overview of Cloud Architecture
  • Different Types of Cloud Services Available
  • Comparing Cloud Offerings with Corresponding On-Premises Offerings

Module 3: Managing Deployments and Releases
In this module, we will cover essential implementation considerations, including types of deployments, release cadences, and security model design.

Lessons

  • Types of Deployments
  • Types of Releases
  • Security Concepts and Roles
  • Roles and Teams
  • GDPR

Module 4: Licensing, Onboarding and Support
This module allows learners to get started with Dynamics 365 by exploring licensing options and finding implementation support.

Lessons

  • Finding and Working with a Partner
  • Licensing Options
  • Getting Set Up

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Prerequisites

There are no formal prerequisites for this course.

Audience

This course is designed for IT Professionals.

Dynamics 365 Fundamentals (MB900) Course Overview

Dynamics 365 is the cluster of products for enterprise resource planning and customer relationship management applications. This technology is always responsible for rising the business. Customers are always looking for excellent productivity and high availability of services. Therefore, customer engagement is significant to an organisation’s overall achievements.

This 1-day course will teach about the overview of Microsoft Dynamics 365. This course is specially designed for delegates, who wants to be a Professional in Dynamics 365 technology. Delegates will get an understanding of business applications modules and functionality and cloud concepts also. There is an essential part that will be covered that is security models and licensing considerations. Delegates will gather the knowledge of releases and deployment of Dynamics 365.   

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  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor
  • Refreshments

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accredited by

Microsoft Gold Partner, on behalf of Microsoft Partner

Online Instructor-led (1 days)

Classroom (1 days)

Online Self-paced (8 hours)

MB-210: Microsoft Dynamics 365 Sales

Dynamics 365 for Customer Engagement for Sales Course Outline | MB210

Module 1: Sales Overview

In this module students will learn the basics of sales in Dynamics 365. They will install and configure the application, as well as learn about security roles, key terms, and the data model.

Lessons

  • Sales overview
  • Configuring Sales
  • Module summary

After completing this module, students will be able to:

  • Install and configure the sales application
  • Identify common sales scenarios

Module 2: Working with Opportunities

In this module students will learn how to manage customer data records, use built-in sales tools, and take a lead to an opportunity.

Lessons

  • Manage customers
  • Working with opportunities
  • Embedded intelligence
  • Playbooks
  • Integrated sales tools
  • Module summary

After completing this module, students will be able to:

  • Create customer records
  • Use sales tooling

Module 3: Quotes to Orders

In this module students will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage sales opportunities to closed deals.

Lessons

  • Order processing overview
  • Manage product catalog
  • Create and manage quotes
  • Create and manage orders and invoices
  • Module summary

After completing this module, students will be able to:

  • Create and use the product catalog
  • Add quotes to opportunities
  • Complete a sale with an order

Module 4: Sales Analytics and Insights

In this module students will learn how to create and use goals, integrate with PowerBI, and enable Sales AI.

Lessons

  • Overview
  • Power BI
  • AI for Sales
  • Modules summary

After completing this module, students will be able to:

  • Create and use goals
  • Integrate with PowerBI
  • Enable Sales AI functionality

 

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Who should attend this Microsoft Dynamics Training Course?

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, application, and service integrations.

Prerequisites

The familiarity of business applications and the desire to customize and implement them for business.

Dynamics 365 for Customer Engagement for Sales Course Overview | MB210

In this 1-day training course, you will learn Microsoft Dynamics 365 for Sales, is an end-to-end application to manage the handling of customers and potential customers; it assists with tracking data against sales goals, automating best practices, learning from data, and more.

After completion of this course you will learn:

  • Install and configure the application
  • Identify common sales scenarios
  • Complete a sales cycle
  • Configure product catalog
  • Manage customer records
  • Utilize analytics tools with customer data

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What's included in this Dynamics Training Course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor
  • Refreshments

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Dynamics 365 for Customer Engagement for Sales Exam Information | MB-210

  • Perform configuration (40-45%)
  • Manage core sales entities (20-25%)
  • Manage sales entities (35-40%)

Please Note: The exam is not included in the cost of this training course.

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accredited by

Microsoft Gold Partner, on behalf of Microsoft Partner

Online Instructor-led (1 days)

Classroom (1 days)

Online Self-paced (8 hours)

MB-230: Microsoft Dynamics 365 Customer Service

Dynamics 365 for Customer Engagement for Customer Service Course Outline | MB230

Module 1: Customer Service Overview

In this module, students will learn the basics of customer service in Dynamics 365. Students will install and configure the application, as well as learn about security roles, related applications, and analytics.

Lessons

  • Lesson 1: Create case records
  • Lesson 2: Related service apps
  • Lesson 3: Analytics for service
  • Lesson 4: AI for service
  • Lesson 5: Configuring customer service
  • Lesson 6: Module summary

After completing this module, students will be able to:

  • Install and configure the customer service application
  • Identify common customer service scenarios

Module 2: Case Management

In this module, students will learn how to open and resolve customer service cases, both manually and with automation.

Lessons

  • Lesson 1: Case management overview
  • Lesson 2: Creating case records
  • Lesson 3: Queue management
  • Lesson 4: Case routing
  • Lesson 5: Resolving cases
  • Lesson 6: Module summary

After completing this module, students will be able to:

  • Open and resolve customer service cases
  • Automate case creation and routing

Module 3: Service Level Agreements and Entitlements

In this module, students will learn how to define and use entitlements and entitlement templates, as well as service level agreements and how these tools enable case resolution.

Lessons

  • Lesson 1: SLA and entitlement overview
  • Lesson 2: Create and manage entitlements
  • Lesson 3: Create and manage SLAs
  • Lesson 4: Module summary

After completing this module, students will be able to:

  • Create and use service level agreements
  • Create and use entitlements

Module 4: Knowledge Management

In this module, students will learn how to create and use knowledge management. Additionally, students will learn the lifecycle of knowledge articles.

Lessons

  • Lesson 1: Knowledge management overview
  • Lesson 2: Authoring and organizing
  • Lesson 3: Use knowledge content
  • Lesson 4: Manage knowledge content
  • Lesson 5: Module summary

After completing this module, students will be able to:

  • Create and manage knowledge content

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Who should attend this Dynamics Training Course?

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, application, and service integrations.

Prerequisites

This course is designed for persons who are aspiring to the Microsoft 365 Enterprise Admin role and have completed one of the Microsoft 365 work load administrator certification paths.

Dynamics 365 for Customer Engagement for Customer Service Course Overview | MB230

Microsoft Dynamics 365 for Customer Service offers any organization an opportunity for customer success. Using tools such as automatic case creation and queue management frees up time to dedicate where a greater impact can be made, directly with customers.

On completion of this course you will learn:

  • Install and configure the customer service app
  • Identify common customer service scenarios
  • Complete a case resolution process
  • Analyze customer service data
  • Automate case management record processing
  • Create and use knowledge articles
  • Create and use entitlements and service level agreements

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What's included in this Microsoft Dynamics Training Course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor
  • Refreshments

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Dynamics 365 for Customer Engagement for Customer Service Exam Information | MB-230

  • Perform configuration (25-30%)
  • Manage cases and the knowledge base (30-35%)
  • Manage queues, entitlements, and SLAs (25-30%)
  • Configure voice of the customer (15-20%)

Please Note: The exam is not included in the cost of this training course.

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accredited by

Microsoft Gold Partner, on behalf of Microsoft Partner

Online Instructor-led (3 days)

Classroom (3 days)

Online Self-paced (24 hours)

MB-400: Microsoft Power Apps + Dynamics 365 Developer

Microsoft PowerApps and Dynamics 365 Developer Course Outline | MB400

 

Module 1: Introduction to developing with the Power Platform

In this module, students will learn about developer resources and how to leverage them to extend the Power Platform.

  • Introduction to Power Platform developer resources
  • Use developer tools to extend the Power Platform
  • Introduction to extending the Power Platform

After completing this module, students will be able to:

  • Identify the functionality of developer tools
  • Use developer tools

Module 2: Extending the Power Platform Common Data Service

In this module, students will learn how and when to use plug-ins or other tools to extend the Common Data Service.

  • Introduction to Common Data Service for developers
  • Extend plug-ins

After completing this module, students will be able to:

Write a plug-in
Use a plug-in to extend the Common Data Service

Module 3: Extending the Power Platform user experience

In this module, students will learn how to leverage web resources and client script to extend the Power Platform user experience.

  • Introduction to web resources
  • Performing common actions with client script
  • Automate Business Process Flows with client script

After completing this module, students will be able to:

  • Use web resources
  • Write client script
  • Extend business process flows

 

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Who should attend this Dynamics 365 Training Course?

A PowerApps Developer is responsible for designing, developing, securing, extending, and integrating a platform implementation. The developer implements components of the solution that include application enhancements, custom user experience, system integrations, data conversions, custom process automation, and custom visualizations.

Prerequisites

Before attending this course, students must have:

  • A basic understanding of the Power Platform.
  • Experience in software development against the Microsoft stack and Visual Studio.
  • Experience in administering solutions in Azure (preferred).

Microsoft PowerApps and Dynamics 365 Developer Course Overview | MB400

The Microsoft Power Platform helps organizations optimize their operations by automating routine tasks and standardizing business best practices. A PowerApps Developer is a professional software developer who extends the Power Platform to solve complex business problems. In this course, PowerApps Developers will build on their existing knowledge of the Power Platform, Microsoft stack, and standard development tools and practices. PowerApps Developers will learn how to estimate effort and scope; validate requirements and design technical architecture; create data models; determine implementation tools; and document their technical design. Broad topics will include implementing user security and accessibility; managing environments; extending the Common Data Service; creating and using web resources; and working with plug-ins.


After completing this course, students will be able to:

  • Create and document a data model
  • Implement entities and fields
  • Create and maintain solutions
  • Automate business processes
  • Extend the user experience
  • Develop integrations

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What's included in this Dynamics 365 Training Course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor
  • Refreshments

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Microsoft Dynamics 365 Supply Chain Management MB-330 Exam Information

  • Implement Product information management (25-30%)
  • Implement Inventory management (20-25%)
  • Implement and manage Supply Chain processes (25-30%)
  • Implement Warehouse management and Transportation management and perform business processes (25-30%)

Please note the exam is not included in the cost of this course.

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accredited by

Microsoft Gold Partner, on behalf of Microsoft Partner

Online Instructor-led (5 days)

Classroom (5 days)

Online Self-paced (40 hours)

MB-500: Microsoft Dynamics 365: Finance and Operations Apps Developer

Microsoft Dynamics 365: Finance and Operations Apps Developer Course Outline | MB500

Module 1: Overview & Architecture

Describe the Dynamics 365 ecosystem and major components of the Dynamics 365 Finance and Operations (FO) software, describe the architecture of D365FO, and describe relevant D365FO design and deployment considerations

  • Lab: Development Environment configuration and Project/Model Creation

Module 2: Developer Tools

Manage system implementations by using Lifecycle Services, Customize D365FO by using Visual Studio, Manage source code and artifacts by using version control, Work with other development tools to complete tasks

  • Lab: Source Control using DevOps

Module 3: Solution Design

Determine the required application stack components and server architecture, Implement Application Lifecycle Management (ALM), Design a solution for D365FO

  • Lab: Data Structure Development

Module 4: AOT Elements

Create forms, Create and extend tables, Create Extended data Types (EDT) and enumerations, Create classes and extend AOT elements

  • Lab: Metadata Extension & Development

Module 5: Code Development & Testing

Develop X++ code, Develop object-oriented code, Extend D365 FO functionality, Describe test framework and tools, Perform Unit Testing

  • Lab: Code Extension & Development

Module 6: Data Migration

Describe migration tools and methodologies, Plan Migration strategy, Prepare data for migration and migrate data

  • Lab: Data Export/Import using Data Entity
  • Lab: Recurring Data Transfer

Module 7: Frameworks

Implement D365 FO functionality

  • Lab: SysExtension Framework

Module 8: Integration

Identify Data integration patterns and scenarios, Implement Data integration concepts and solutions, Implement Recurring integrations, Integrate D365FO with Microsoft Azure, Troubleshoot integration errors, and Implement the Data Management Package API

  • Lab: OData Integration
  • Lab: Logic App Integration
  • Lab: Calling an External Web Service

Module 9: Reporting

Describe the capabilities and limitations of reporting tools in D365FO, Design, create, and revise Dynamics Reports, Design, create, and revise Dynamics workspaces, Design, create, and revise data sources that connect to data stores external to D365FO

  • Lab: Power BI reporting from F&O

Module 10: Security & Performance

Describe and implement performance tools and LCS Environment Monitoring tools, Implement role-based security policies and requirements, Apply fundamental performance optimization techniques, Optimize performance for batch processes, Optimize user interface performance, Enhance Integration performance, Optimize Report Performance

  • Lab: Async & Sandbox Functionality

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Who should attend this Dynamics 365 Training Course?

Microsoft Dynamics 365 Finance and Operations Apps Developers

Prerequisites

Basic understanding of ERP and CRM concepts.

Microsoft Dynamics 365: Finance and Operations Apps Developer Course Overview | MB500

Microsoft Dynamics 365 Finance and Operations Apps Developers implement and extend applications to meet the requirements of the business. Candidates provide fully realized solutions by using standardized application coding patterns, extensible features, and external integrations.

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What's included in this Dynamics training course?

  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor
  • Refreshments

Show moredown

Microsoft Dynamics 365: Finance and Operations Apps Developer MB-500 Exam Information

  • Plan Architecture and Solution Design (10-15%)
  • Apply Developer Tools (10-15%)
  • Design and Develop AOT Elements (20-25%)
  • Develop and Test Code (10-15%)
  • Implement Reporting (10-15%)
  • Integrate and Manage Data Solutions (10-15%)
  • Implement Security and Optimize Performance (10-15%)

Please Note: The Exam is not included within the cost of this training course.

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accredited by

Microsoft Certifications (Microsoft Partner), on behalf of Microsoft Partner

Online Instructor-led (2 days)

Classroom (2 days)

Online Self-paced (16 hours)

Microsoft Certified Power Platform Fundamentals PL900 Training Course Outline

Module 1: Introduction to Power Platform

This module explains the components of Power Platformand how organizations can leverage this technology to

Lessons

  • Power Platform Overview
  • Module Summary

After completing this module, delegates will be able to:
 

  • Identify when to use each Power Platform component application to create business solutions
  • Learn the value of using Power Platform to create business solutions
  • Learn the components and features of Power Platform

Module 2: Get Started with Power Apps

Delegates will learn the value and capabilities of PowerApps, and ways other organis

ations have leverage this technology to build simple applications for their business.

Lessons

  • Power Apps Overview
  • How to Build an App Solution
  • Create Staff Canvas App
  • Complete the App

Lab : How to Build a Basic Canvas App 2

  • Create Security Canvas App

After completing this module, delegates will be able to:
 

  • Learn how other organissations digitize their processes using Power Apps
  • See Power Apps in action and learn options for making your first app
  • Learn about what Power Apps is and its business value

Module 3: Introduction to Common Data Service

The Common Data Service allows delegates to delve into powerful, scalable data solutions in the cloud. They will learn what makes the Common Data Service tick and how it can work with the Power Platform to create unique and efficient business solutions.

Lessons

  • Common Data Service Overview
  • Module Summary

Lab : Data Modeling

  • Create Environment and Solution
  • Create Entities and Relationships
  • Import Data

After completing this module, delegates will be able to:
 

  • Descibe the difference between Common Data Service and Common Data Model
  • Explain use cases and limitations of business rules and process flows
  • Explain what environments, entities, fields, and relationships are in common data service

Module 4: Get Started with Power Automate

This course explains how users can leverage Power Automate to improve business efficiency and productivity.

Lessons

  • Power Automate Overview
  • How to Build an Automated Solution

Lab : Build a Simple Flow

  • Create Visit Notification Flow
  • Create Security Sweep Flow

After completing this module, delegates will be able to:
 

  • See how Power Automate works and looks from the user's perspective
  • Build a simple flow
  • Learn the business value and features of Power Automate

Module 5: Get Started with Power BI

Delegates will learn about how organisations can use Power BI to easily clean, display, and understand data to ensure better informed decisions.

Lessons

  • Power BI Overview
  • How to Build a Simple Dashboard

Lab : Build a Power BI Report

After completing this module, students will be able to:

  • See how Power BI works and looks from the user's perspective
  • Learn how to build a simple Power BI dashboard
  • Describe the business value and features of Power BI

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Prerequisites

No formal prerequisites for this course

Audience

This course is for IT Professionals who want to learn about Microsoft Technologies.

Microsoft Certified Power Platform Fundamentals PL900 Training Course Overview

This course describes the value of the power platform application. In this course, delegates will learn how to analyse data by using Power BI. They will gain an understanding of the power platform administration and security. Delegates will learn common data services, connectors, and AI builders. This course describes the use cases and limitations of business process flows and rules. Delegates will gain an understanding of common components in Power BI. They will also learn how to combine multiple data sources, clean and transform data, and identify available types of data sources.

During this course, delegates will learn how to build a basic dashboard using Power BI. They will gain an understanding of common components in power apps and learn how to build a basic canvas app. On the course completion, delegates will understand the common components of Microsoft Flow and learn how to build a basic flow.

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  • Delegate pack consisting of course notes and exercises
  • Manual
  • Experienced Instructor

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The price for Microsoft Dynamics 365 Training certification in Australia starts from AUD3295.

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