Microsoft Dynamics 365 Training - United States

Microsoft Dynamics 365 Finance and Operations Apps Solution Architect MB700​ Course Outline

Module 1: Becoming a Solution Architect for Dynamics 365 and Microsoft Power Platform

• Introduction to Becoming a Solution Architect
• Existing Product and Platform Skills
• Expectations of a Solution Architect
• Solution Architect Role During Project Phases
• Pillars of a Great Architecture

Module 2: Discover Customer Needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform

• Introduction and Discovery Overview
• Initial Customer Discovery
• Customer Discovery Meetings
• Customer Communication Strategy

Module 3: Propose a Solution as a Solution Architect for Microsoft Power Platform and Dynamics 365

• Introduction and Overview of Proposing a Solution
• Identify Solution Components
• Develop and Validate a Demo
• Identify Potential Third-Party Components
• Recognise Strengths and Weaknesses in a Solution

Module 4: Work with Requirements for Microsoft Power Platform and Dynamics 365

• Introduction
• Lead Requirement Capture Sessions
• Identify Functional Requirements
• Identify Non-Functional Requirements
• Confirm and Finalise Requirements

Module 5: Perform Fit Gap Analysis

• Introduction to Fit Gap Analysis
• Determine Feasibility of Requirements
• Refine Requirements from Proof of Concept Insights
• Categorise Business Requirements and Perform Gap Fit Analysis
• Evaluate Dynamics 365 and Microsoft Power Platform Apps

Module 6: Get Started with Lifecycle Services for Finance and Operations Apps

• Introduction
• Understand the Functionality and Tools of Lifecycle Services
• Determine Licensing Requirements
• Lifecycle Services Security
• Reuse Existing Assets, Copy, and Share Data
• Perform Actions in the Asset Library
• Work with the Task Recorder
• Business Process Modeler (BPM)
• Support Options
• Get Product Updates from Lifecycle Services
• Exercise - Use the Task Recorder to Create and Edit a Recording
• Exercise - Create a Business Process in the Business Process Modeler
• Exercise - Create a Support Incident

Module 7: Design and Plan an Implementation of Finance and Operations Apps

• Introduction
• Use Implementation Methodologies for a Successful Implementation
• Cloud Implementation - Analysis
• Cloud Implementation - Design and Develop
• Cloud Implementation - Test
• Cloud Implementation - Deploy and Operate
• On-Premises Implementation - Analysis
• On-Premises Implementation - Design and Develop
• On-Premises Implementation - Test, Deploy, and Operate
• Gathering and Analysing the Requirements
• Create Functional Design Documents (FDD)

Module 8: Translate Dynamics 365 Apps and Documentation with Dynamics 365 Translation Service

• Introduction
• Access Dynamics 365 Translation Service
• Types of Requests
• Reuse Translations (Recycling)
• Custom-Trained Machine Translation System
• Exercise – Create, Review, and Regenerate a User Interface Translation Request
• Exercise – Create, Review, and Regenerate a Documentation Translation Request
• Exercise – Create a Translation Memory File

Module 9: Prepare Data for Migration to Finance and Operations Apps

• Introduction
• Select a Data Integration (Import/Export) Strategy
• Common Migration Scenarios and Tools
• Bring Your Own Database (BYOD)
• Test a Data Migration and Validate Output

Module 10: Work with Data Management in Finance and Operations Apps

• Introduction
• Data Management Concepts
• Use Data Entities for Data Management and Integration
• Work with the Data Management Workspace
• Using Standard and Enhanced Views for Tiles
• Use Templates in Data Management
• Export, Import, and Copy Data into a Legal Entity
• Lab - Explore the Data Management Workspace
• Lab - Export Data Using the Data Management Workspace
• Database Movement Operations
• Data Sharing Framework

Module 11: Perform User Acceptance Testing in Finance and Operations Apps

• Introduction
• Create User Acceptance Test Libraries
• Record Test Cases and Save to BPM
• Synchronise and Configure Your Test Plan in Azure DevOps
• Run User Acceptance Tests
• Data Task Automation
• Exercise - Build Test Scripts to Test Business Functionality

Module 12: Get Started with a Finance and Operations Implementation Project

• Implementation Project Overview
• Roles in a Dynamics 365 Implementation
• Project Phases
• Implementation Planning and Architecture
• Combining Tools and Solutions for Impactful Implementations

Module 13: FastTrack Customer Success Program for Finance and Operations

• Overview of the FastTrack Program
• FastTrack Engagement Across the Phases
• Solution Blueprint Review
• Become a FastTrack Recognised Solution Architect

Module 14: Implement Application Lifecycle Management in Finance and Operations Apps

• ALM Methodologies
• Design and Create Models
• Plan the Build, Test, and Quality Control Processes
• Identify Upgrade Scenarios and Appropriate Tools
• Plan the Release, Change, and Risk Management Processes

Module 15: Explore Extensions and the Extension Framework in Finance and Operations Apps

• Introduction
• Customisation Models
• Extension Points for Frameworks
• Develop Code to Extend a Framework
• Create Pre-Event and Post-Event Handler Classes
• Implement the SysOperationSandbox Framework
• Lab - Extend an EDT

Module 16: Consume Business Events in Finance and Operations Apps

• Introduction
• Business Event Framework
• Create a New Business Event
• Activate Business Events
• Consume Business Events
• Extend an Existing Business Event
• Role-Based Security for Business Events
• Business Events in Microsoft Power Automate

Module 17: Identify Data Integration Patterns and Scenarios in Finance and Operations Apps

• Introduction
• Select an Integration API
• Synchronous and Asynchronous Patterns
• Data Integration Scenarios

Module 18: Data Integrations with Finance and Operations Apps

• Introduction
• Set Up a Data Project and Recurring Data Job
• Exercise - Create a Data Project and Recurring Data Job
• Implement Authorisation to Support Integration
• Monitor Status and Availability of Entities
• Develop Data Transformation
• Microsoft Dataverse Integrations
• Integrate Dataverse by Using Virtual Entities
• Work with Composite Data Entities
• Azure Data Lake and Entity Store
• Connect to Azure Data Lake Storage
• Change Data in Azure Data Lake
• Power Platform Convergence

Module 19: Work with Analytics and Reporting in Finance and Operations Apps

• Introduction
• Understand Different Types of Reports and Inquiries
• Financial Reporting
• Find Inquiries and Reports
• Generate and Consume Inquiries and Reports
• Configure Finance and Operations Apps for Microsoft Power Platform
• Lab - Work with Reports

Module 20: Describe the Business Value of the Microsoft Power Platform

• Introduction
• Explore Microsoft Power Platform
• Describe the Business Value of the Power Platform
• Explore Connectors and Microsoft Dataverse
• Describe How Power Platform Works with Microsoft 365 Apps and Services
• Explore How Power Platform Works with Microsoft Teams
• Describe How Power Platform Works with Microsoft Dynamics 365 Apps
• Describe How Power Platform Solutions Consume Microsoft Azure Services
• Explore How Microsoft Power Platform Apps Work Together

Module 21: Identify Foundational Components of Microsoft Power Platform

• Introduction
• Describe Power Platform Administration
• Describe Power Platform Security and Governance
• Explore Microsoft Dataverse
• Examine Power Platform Connectors
• Exercise - Build a Basic Dataverse Data Model

Module 22: Design and Build Mobile Apps for Finance and Operations Apps

• Introduction
• Demonstration
• Overview of the Dynamics 365 Unified Operations Mobile App
• Page Design Guidelines
• Action Design Guidelines
• Form Design Requirements
• Design Considerations
• Understand Use Cases for Mobile Apps
• Get the Dynamics 365 Unified Operations Mobile App

Module 23: Updates and Upgrades for Finance and Operations Apps

• Introduction
• Upgrade from Finance and Operations Version 7.x to Version 10
• Update from Finance and Operations Version 8.x to Version 10.0.x
• Data Upgrade
• Upgrade from AX 2012
• Migrate from AX 2009

Module 24: Work with Performance and Monitoring Tools in Finance and Operations Apps

• Introduction
• Diagnose Performance Issues by Using Trace Parser
• Load Testing by Using the Performance SDK
• Monitor Performance by Using SQL Insights
• Create a SQL Trace by Using the SQL Profiler
• Monitor Server Health Metrics in Lifecycle Services
• Exercise - Use the Environment Monitoring Tool in Lifecycle Services

Module 25: Plan and Implement Security in Finance and Operations Apps

• Introduction
• Understand the Security Architecture
• Encryption in Finance and Operations Apps
• Manage Users and Security
• Set Up and Apply Segregation of Duties
• Run Security Reports
• Stay Compliant with User Licensing Requirements
• Security Diagnostics for Task Recordings
• Extensible Data Security Policies
• Exercise - Import a User and Assign Security Role
• Lab - Work with Security

Module 26: Implement Role-Based Security in Finance and Operations Apps

• Introduction
• Create and Modify Duties, Privileges, and Permissions
• Enforce Permissions Policy
• Extensible Data Security Framework
• Apply Security Permissions
• Lab - Create a New Security Role and Add Duties
• Microsoft Entra ID and OAuth 2.0 Authentication

Module 27: Prepare to Go-Live with Finance and Operations Apps

• Introduction
• Understand the Go-Live Process
• Complete the Lifecycle Services Methodology
• Perform User Acceptance Testing (UAT) for Your Solution
• FastTrack Go-Live Assessment
• Request a Production Environment

Module 28: Feature Management in Finance and Operations Apps

• Introduction
• Feature Management Workspace
• Feature States
• Enable a Feature
• Reschedule a Feature
• Disable a Feature
• Features That Must Be Enabled
• Enable All Features
• Check for Updates
• Assign Roles
• Features That Use Configuration Keys
• Data Entities

Module 29: Get Started with Success by Design for Dynamics 365

• Introduction
• Overview of Success by Design
• Reasons to Use Success by Design
• Success by Design Phases
• Implement Success by Design
• Track Success by Design Activities and Progress

Module 30: Create a Solution Blueprint for Dynamics 365 Solutions

• Introduction
• Solution Blueprint Review Workshop Overview
• Prepare for the Solution Blueprint Review
• Solution Blueprint Review Participants
• Conduct the Solution Blueprint Review Workshop
• Solution Blueprint Follow-Up

Module 31: Plan a Testing Strategy for Your Dynamics 365 Solution

• Introduction
• Overview of the Test Strategy Review Workshop
• Prepare for the Workshop
• Workshop Implementation and Follow-Up

Module 32: Design Data Models for Dynamics 365 Solutions

• Introduction
• Entity Relationship Diagram
• Out-of-the-Box Vs. Custom Tables
• Table Configuration

Module 33: Business Intelligence and Analytics Design for Dynamics 365 Solutions

• Introduction
• Business Intelligence and Analytics Design Workshop Overview
• Prepare for the Business Intelligence and Analytics Design Workshop
• Conduct the Business Intelligence and Analytics Design Workshop
• Business Intelligence and Analytics Design Follow-Up

Module 34: Gap Solution Design for Dynamics 365 Solutions

• Introduction
• Gap Solution Design Workshop Overview
• Prepare for the Gap Solution Design Workshop
• Conduct the Gap Solution Design Workshop
• Gap Solution Design Follow-Up

Module 35: Create a Data Migration Strategy for Dynamics 365 Solutions

• Introduction
• Data Migration Strategy Overview
• Prepare for the Data Migration Workshop
• Conduct the Data Migration Strategy Workshop

Module 36: Review the Security Model for Your Dynamics 365 Solutions

• Introduction
• Security Workshop Topics

Module 37: Integration Design for Dynamics 365 Solutions

• Introduction
• Integration Design Review Workshop Overview
• Prepare for the Integration Design Review
• Conduct the Integration Design Review
• Integration Design Review Workshop Follow-Up

Module 38: Dual-Write Implementation for Dynamics 365 Solutions

• Introduction
• Dual-Write Implementation Workshop Overview
• Prepare for the Workshop
• Workshop Implementation and Follow-Up

Module 39: Implement a Performance Strategy for Dynamics 365 Solutions

• Introduction
• Solution Performance Workshop Topics
• Define Performance Benchmarks and Success Criteria
• Timing of the Solution Performance Review
• Prepare for the Workshop
• Workshop Implementation and Follow-Up

Module 40: Cutover Strategy for Dynamics 365 Solutions

• Introduction
• Purpose of the Cutover Strategy Workshop
• Timing of the Cutover Strategy Review
• Cutover Strategy Workshop Overview
• Prepare for the Workshop
• Workshop Implementation and Follow-Up

Module 41: Post Go-Live Strategy for Dynamics 365 Solutions

• Introduction
• Timing of the Post Go-Live Workshop
• Post Go-Live Workshop Overview
• Prepare for the Workshop
• Post Go-Live Workshop Implementation and Follow-Up

Module 42: Get Started with Configuration and Personalisation in Finance and Operations Apps

• Introduction
• Set Up Your Environment
• Explore Personalisation Functionality
• Knowledge Check
• Exercise - Customise Your Status Bar

Module 43: Configure Your User Interface in Finance and Operations Apps

• Introduction
• Manage Menus: Favorites
• Manage Menus: Dashboards by Role
• Manage Menus: Key Performance Indicators

Module 44: Configure Your Data in Finance and Operations Apps

• Introduction
• Create Entities
• Manage Security
• Integrate with Microsoft Office
• Knowledge Check
• Exercise – Add a Field to a Data Entity
• Exercise – Use Excel to View and Update Data

Microsoft Power Platform Solution Architect PL600 Course Outline

Module 1: Becoming a Solution Architect for Dynamics 365 and Microsoft Power Platform

• Introduction to Becoming a Solution Architect
• Existing Product and Platform Skills
• Expectations of a Solution Architect
• Solution Architect Role During Project Phases
• Pillars of a Great Architecture

Module 2: Discover Customer Needs as a Solution Architect for Dynamics 365 and Microsoft Power Platform

• Introduction and Discovery Overview
• Initial Customer Discovery
• Customer Discovery Meetings
• Customer Communication Strategy

Module 3: Propose a Solution as a Solution Architect for Microsoft Power Platform and Dynamics 365

• Introduction and Overview to Proposing A Solution
• Identify Solution Components
• Develop and Validate a Demo
• Identify Potential Third-Party Components
• Recognise Strengths and Weaknesses in a Solution

Module 4: Work with Requirements for Microsoft Power Platform and Dynamics 365

• Introduction
• Lead Requirement Capture Sessions
• Identify Functional Requirements
• Identify Non-Functional Requirements
• Confirm and Finalise Requirements

Module 5: Perform Fit Gap Analysis

• Introduction to Fit Gap Analysis
• Determine Feasibility of Requirements
• Refine Requirements from Proof of Concept Insights
• Categorise Business Requirements and Perform Gap Fit Analysis
• Evaluate Dynamics 365 and Microsoft Power Platform Apps

Module 6: Solution Architect Series: Implement Project Governance for Power Platform and Dynamics 365

• Introduction to Project Governance
• Project Governance
• Solution Architect’s Role in Project Governance
• Techniques for Keeping a Project on Track
• Work as a Team

Module 7: Solution Architect Series: Power Platform Architecture

• Introduction
• Environments
• Environment Data Location
• Work with Data
• Custom Logic
• Platform Limits
• High Availability and Disaster Recovery Considerations

Module 8: Solution Architect Series Model Data for Power Platform Solutions

• Introduction
• Common Data Model
• Data Modeling
• Choose a Data Store
• Data Modeling for Dataverse
• Best Practices for Dataverse
• Exercise - Model Data
• Architecture of Fabrikam Data Model and Devices
• Report Data and Handle Primary Visitors
• Handle Visitors, Waivers, and Photos
• Example Data Model Solution

Module 9: Solution Architect Series: Evaluate Power Platform Analytics and AI

• Introduction
• Power Platform Reporting Capabilities
• Power BI Overview
• Data Requirements
• Power BI and Power Platform
• Dataflows
• AI

Module 10: Solution Architect Series: Explore Power Apps Architecture

• Introduction
• Common App Patterns
• App Composition
• Components
• Optimise Canvas Apps
• Microsoft Teams and Power Apps
• Portal Apps

Module 11: Solution Architect Series: Plan Application Lifecycle Management for Power Platform

• Introduction
• Key Considerations For ALM
• Solutions
• Configuration and Reference Data
• Release Process
• ALM With Azure Devops

Module 12: Explore Power Automate Architecture

• Introduction
• Triggers
• Common Actions
• Error Handling
• Best Practice
• Business Process Flows

Module 13: Solution Architect Series: Model Security for Power Platform Solutions

• Introduction
• Environment Security
• Data Loss Prevention
• Access to Dataverse
• Security in Apps
• Exercise - Security Modeling

Module 14: Solution Architect Series: Implement Integrations with Power Platform

• Introduction
• Integration Challenges
• Inbound Data Integration
• Outbound Data Integration

Module 15: Solution Architect Series: Explore Power Virtual Agents

• Introduction
• Chatbot Building Options
• Chatbot Concepts
• Best Practices
• Integrate Chatbots
• Power Virtual Agents in Teams

Module 16: Solution Architect Series: Explore Robotic Process Automation

• Introduction
• Power Automate for Desktop
• Record and Edit Tasks
• Run Desktop Flows
• Process Advisor

Module 17: Solution Architect Series: Testing and Go-Live

• Introduction
• Plan for Go-Live
• Data Migration
• Plan for Go-Live

Implement field service solutions using Microsoft Dynamics 365 Field Service MB240 Course Outline

Module 1: Configure Microsoft Dynamics 365 Field Service

• Key Field Service Configuration Considerations
• Define Field Service Products and Services
• Work with Work Order Types, Territories, and Status Settings
• Resolutions
• Define Incident and Service Task Types
• Define Account Preferences

Lab: Configure Field Service Settings

Module 2: Configure Bookable Resources in Dynamics 365 Field Service

• Overview of Bookable Resources
• Setup and Configuration
• Define Bookable Resources
• Work with Crews, Facilities, and Pools
• Configure Entities for URS

Module 3: Schedule Crews, Facilities, and Resource Pooling in Dynamics 365 Field Service

• Schedule Multiple Resources and Facilities
• Define Resources
• Work with Fulfillment Preferences
• Work with Requirement Groups
• Crew Facility Resource Pool Scheduling

Lab: Schedule Multiple Resources

Module 4: Work Order Management in Dynamics 365 Field Service

• Field Service Work Order Lifecycle
• Create and Define Work Orders
• Work with Work Order-Related Records
• Work with Incidents
• Scheduling Considerations
• Work with Inventory and Warehouses
• Customer Assets

Module 5: Incident Types in Dynamics 365 Field Service

• Define Incident Types
• Create Incident Types
• Use Incident Types

Module 6: Inspections in Dynamics 365 Field Service

• Create Inspections
• Associate Inspections
• Perform Inspections

Module 7: Manage Scheduling Options in Dynamics 365 for Field Service

• Scheduling Capabilities
• Schedule Board
• Schedule and Reschedule
• Reschedule and Move Items

Module 8: Customise the Schedule Board in Dynamics 365 Field Service

• Work with Multiple Schedule Boards
• Schedule Board Options
• Design and Use Views with the Schedule Board
• Configure Schedule Board Filter Queries

Lab: Customise the Schedule Board

Module 9: Deploying Resource Scheduling Optimisation

• Resource Scheduling Optimisation Overview
• Setup and Deployment Options
• RSO Configuration Options
• Optimisation Goals
• Optimisation Scopes
• Optimisation Schedules

Module 10: Dynamics 365 Field Service Mobile Application

• Deploy the Mobile Application
• Work with the Mobile Application
• Service Customer Assets
• Work Offline and Update Offline Data
• More Mobile Application Capabilities

Module 11: Customise and Configure the Dynamics 365 Field Service Mobile Application

• Edit the Mobile Application
• Offline Configuration
• Barcode Scanning and Global Search
• Audit Locations
• Configure Push Notifications

Module 12: Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

• Application Setup and User Configuration
• Make Remote Assist Calls for Field Service Work Orders
• Make Remote Assist Calls
• Use Field Service Bookings on a HoloLens Device

Module 13: Customer Assets in Dynamics 365 Field Service

• Create Customer Assets
• Associate Customer Assets
• Set Up Customer Asset Hierarchies
• Use Functional Locations

Module 14: Set Up Field Service to Create Work Orders from IoT Data

• Installation and Setup
• Configure Connected Field Service
• Device Data
• Visualise Device Readings
• IoT Alerts
• Mobile App

Module 15: Create Custom Apps for Dynamics 365 Field Service

• Create Apps from Power Apps
• Deploy the Customer Experiences Portal
• Customise Dynamics 365 Field Service
• Universal Resource Scheduling
• Set Up and Customise Schedule Boards

Module 16: Gather Customer Feedback with Dynamics 365 Customer Voice

• Create a Project by Using the Support Template
• Customise Email Templates with Survey Variables
• Configure Power Automate to Send Surveys After a Case is Resolved
• Create Surveys for Omnichannel Surveys and Satisfaction Metrics
• Set Up Post Chat Surveys

Lab: Customise Email Templates with Survey Variables

Develop Finance and Operations Apps with Dynamics 365 MB500 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Describe the Finance and Operations Apps

• Introduction
• Describe Enterprise Resource Planning (ERP)
• Describe Finance and Operations Apps Use Cases
• Describe the Finance and Operations Apps User Interfaces
• Exercise: Navigate the Finance and Operations Apps

Module 2: Explore the Ecosystem and Main Components of Finance And Operations Apps

• Finance and Operations Apps and Associated Apps
• Finance + Operations On-Premises and Cloud-Based Finance and Operations Apps
• Development and Deployment Processes
• User Interface
• Reporting Capabilities

Module 3: Key Differences Between Dynamics AX 2012 And Finance and Operations Apps

• Introduction
• Microsoft Programs to Help Customers
• Microsoft Cloud
• Cloud Concepts
• Architecture Differences to Consider
• Operational Differences to Consider

Module 4: Explore the Technical Architecture of Finance and Operations Apps

• Differentiate Cloud and On-Premises Architecture
• Elements, Models, And Packages
• Application Components and Architecture
• Metadata Management Processes
• Source Control Processes
• Conform Code to Organisation Policies
• Overview of Lifecycle Services

Module 5: Implement Application Lifecycle Management in Finance and Operations Apps

• ALM Methodologies
• Design and Create Models
• Plan the Build, Test, And Quality Control Processes
• Identify Upgrade Scenarios and Appropriate Tools
• Plan the Release, Change, And Risk Management Processes

Module 6: Manage Finance and Operations Apps Implementations by Using Lifecycle Services

• Introduction
• Perform Support Tasks
• Provision and Manage Environments
• Manage Asset Libraries
• Manage the Code Update Process

Module 7: Start Developing for Finance and Operations Apps by Using Visual Studio

• Introduction
• Create and Build Projects
• Create and Use Label Files
• Manage Metadata by Using the Application Explorer
• Build Deployment Packages
• Synchronise Data Changes with The Database
• Use the Element Designer to Create Elements

Lab: Create A Project and Add an Element

Module 8: Manage Source Code by Using Version Control in Finance and Operations Apps

• Introduction
• Configure Visual Studio to Connect to Azure Devops
• Working in Visual Studio
• Manage and Perform Code Reviews

Module 9: Build Extended Data Types and Enumerations for Finance and Operations Apps

• Introduction
• Extended Data Types and Element Properties
• Base Enums and Element Properties

Lab: Create a Base Enumeration, Add Elements, and Update Properties

Module 10: Build Data Models in Finance and Operations Apps

• Create Tables and Table Fields
• Populate Table and Field Properties
• Add Fields, Field Groups, Indexes, and Relations
• Table Methods
• Create, Manage, and Extend Views
• Create, Manage, and Extend Queries
• Create, Manage, and Extend Table Maps

Lab: Create a Table, Add Fields, And Create Field Groups

Module 11: Extend Elements in Finance and Operations Apps

• Introduction
• Add A Table Extension to a Project
• Add A Form Extension to a Project
• Extend Menus
• Implement Delegates

Lab: Extend A Form and Add Controls

Module 12: Build Forms and Optimise Form Performance in Finance and Operations Apps

• Introduction
• Add A New Form to a Project and Apply A Pattern
• Add A Data Source to a Form
• Add Grids, Fields, And Groups to a Form
• Form Methods
• Create and Populate Menu Items
• Create and Extend Menus
• Test Form Functionality and Data Connections
• Diagnose and Optimise Client Performance
• Optimise Form Loading and Performance

Lab: Create a Form

Module 13: Create Classes in Finance and Operations Apps

• Introduction
• Add A Class to A Project
• Add Code and Methods to Meet Business Requirements
• Data Manipulation

Lab: Insert Records by Using a Runnable Class

Module 14: Explore Extensions and The Extension Framework in Finance and Operations Apps

• Introduction
• Customisation Models
• Extension Points for Frameworks
• Develop Code to Extend A Framework
• Create Pre-Event and Post-Event Handler Classes
• Implement the Sysoperationsandbox Framework

Lab: Extend An EDT

Module 15: Configure Your User Interface in Finance and Operations Apps

• Introduction
• Manage Menus: Favourites
• Manage Menus: Dashboards by Role
• Manage Menus: Key Performance Indicators
• Manage Forms: Fields
• Manage Forms: Filters and Ranges
• Configure Reports
• Exercise: Create Favourites
• Exercise: View Role-Based Dashboards
• Exercise: Change Form Fields and Queries
• Exercise: Change Report Output

Module 16: Build Workspaces in Finance and Operations Apps

• Design Kpis
• Create Drill-Through Workspace Elements
• Create Custom Reusable Report Functions by Using RDL
• Implement Built-In Kpis, Charts, And Other Reporting Components
• Exercise: Create A Workspace and Add a Tile, List, Link, And Power BI Element

Module 17: Get Started with Development Using X++ In Finance and Operations Apps

• Introduction
• Implement Base Types and Operators
• Common Structured Programming Constructs Of X++
• Use X++ To Write SQL Statements
• Use Conditional and Iterative Statements
• Exception Handling
• Use Const Values
• Use X++ Runtime Functions for Common Tasks
• Call .NET Libraries by Using X++ Code

Module 18: Develop Object-Oriented Code in Finance And Operations Apps

• Introduction
• Explore Inheritance and Abstract Classes
• Use Attributes
• Implement Chain of Command
• Implement X++ Scoping and Access Identifiers
• Interfaces
• Exercise: Create an Extension by Using Chain Of Command

Module 19: Build Reports for Finance and Operations Apps

• Implement Business Document Management
• Create and Modify Reports That Use SSRS
• Implement Query Objects and Query Builder
• Create and Modify Reports by Using Power BI
• Create and Modify Reports by Using Excel
• Exercise: Create and Deploy A Report

Module 20: Implement the Data Management Package API For Finance and Operations Apps

• Introduction
• Import and Export Apis
• Monitor the Status of Apis
• Manage Entity Change Tracking
• Create Wrapper Classes to Consume External Web Services
• Create Wrapper Classes with C#

Module 21: Explore the Test Framework and Tools in Finance and Operations Apps

• Introduction
• Unit Test Framework
• Acceptance Test Library
• Task Recorder
• Best Practices Tool
• Identify Various Categories and Types of Errors
• Configure the Testing Environment and Prepare Data
• Run Unit Tests
• Document and Fix Issues

Module 22: Perform User Acceptance Testing in Finance and Operations Apps

• Introduction
• Create User Acceptance Test Libraries
• Record Test Cases and Save To BPM
• Synchronise and Configure Your Test Plan in Azure Devops
• Run User Acceptance Tests
• Data Task Automation
• Exercise: Build Test Scripts to Test Business Functionality

Module 23: Explore Reporting Tools in Finance and Operations Apps

• Introduction
• Create and Modify Report Data Sources and Supporting Classes
• Implement Reporting Security Requirements
• Publish A Report

Lab: Set Authorisation Requirements on Database Tables

Module 24: Compare Reporting and Analytics in Finance and Operations Apps with Dynamics AX 2012

• Introduction
• Reporting and Power BI Analysis
• Reporting Options
• Data Export Components
• Modernise Your Data Warehouse
• Modernise Your Analytics and Reporting

Module 24: Identify Data Integration Patterns and Scenarios in Finance And Operations Apps

• Introduction
• Select an Integration API
• Synchronous and Asynchronous Patterns
• Data Integration Scenarios

Module 26: Implement Data Integration Concepts and Solutions for Finance and Operations Apps

• Introduction
• Develop an Entity and Enable It for Data Export
• Implement Custom Services
• Expose Odata Endpoints from Data Entities
• Consume External Web Services
• Integrate Finance and Operations Apps with Microsoft Excel
• Integrate Finance and Operations Apps with External Applications by Using Power Apps
• Download Electronic Document Interchange Solutions
• Verify Source and Target Data for Auditing
• Debug with JSON Web Tokens

Module 27: Data Integrations with Finance and Operations Apps

• Introduction
• Set Up A Data Project and Recurring Data Job
• Exercise - Create A Data Project and Recurring Data Job
• Implement Authorisation to Support Integration
• Monitor Status and Availability of Entities
• Develop Data Transformation
• Microsoft Dataverse Integrations
• Integrate Dataverse By Using Virtual Entities
• Work with Composite Data Entities
• Azure Data Lake and Entity Store
• Connect to Azure Data Lake Storage
• Change Data in Azure Data Lake
• Power Platform Convergence

Module 28: Connect to Microsoft Power Platform Services with Finance and Operations Apps

• Connect Your Finance and Operations Apps Data Using Power Automate
• Triggers and Actions Used in Power Automate for Finance and Operations Apps
• Connect to Your Finance and Operations Apps Data with Power Apps
• Finance and Operations Data on Common Data Model and Microsoft Dataverse

Module 29: Dual-Write Implementation for Dynamics 365 Solutions

• Introduction
• Dual-Write Implementation Workshop Overview
• Prepare for The Workshop
• Workshop Implementation and Follow-Up

Module 30: Work with Data Management in Finance and Operations Apps

• Introduction
• Data Management Concepts
• Use Data Entities for Data Management and Integration
• Work with the Data Management Workspace
• Using Standard and Enhanced Views for Tiles
• Use Templates in Data Management
• Export, Import, And Copy Data into A Legal Entity
• Database Movement Operations
• Data Sharing Framework

Lab: Explore the Data Management Workspace

Lab: Export Data Using the Data Management Workspace

Module 31: Work with Performance and Monitoring Tools in Finance and Operations Apps

• Introduction
• Diagnose Performance Issues by Using Trace Parser
• Load Testing by Using the Performance SDK
• Monitor Performance by Using SQL Insights
• Create A SQL Trace by Using the SQL Profiler
• Monitor Server Health Metrics in Lifecycle Services
• Exercise: Use the Environment Monitoring Tool in Lifecycle Services

Module 32: Implement Role-Based Security in Finance and Operations Apps

• Introduction
• Create and Modify Duties, Privileges, And Permissions
• Enforce Permissions Policy
• Extensible Data Security Framework
• Apply Security Permissions
• Microsoft Entra ID and Oauth 2.0 Authentication

Lab: Create A New Security Role and Add Duties

Module 33: Plan and Implement Security in Finance and Operations Apps

• Introduction
• Understand the Security Architecture
• Encryption in Finance and Operations Apps
• Manage Users and Security
• Set Up and Apply Segregation of Duties
• Run Security Reports
• Stay Compliant with User Licensing Requirements
• Security Diagnostics for Task Recordings
• Extensible Data Security Policies
• Exercise - Import A User and Assign Security Role

Lab: Work with Security

Module 34: Apply Basic Performance Optimisation in Finance and Operations Apps

• Introduction
• Identify and Apply Caching Mechanisms
• Optimise Temporary Table Usage
• When to Use Set-Based Statements and Row-Based Operations
• Query Optimisation Principles
• Modify the Scope of a Variable
• Analyse and Optimise Concurrency
• Apply Parallel Processing Algorithms
• Implement the Async Framework
• Develop Windows Powershell Scripts

Lab: Create Runnable Classes in Visual Studio to Test Code

Implement customer service solutions using Microsoft Dynamics 365 Customer Service MB230 Course Outline

Within this training course you will learn the following modules:

Module 1: Get Started with Dynamics 365 Customer Service

• Introducing Dynamics 365 Customer Service
• Customer Service Core Components
• Understand the Modern Customer Journey

Module 2: Managing Cases with Dynamics 365 Customer Service Hub

• Case Management Overview
• Case Creation and Lifecycle
• Considerations for Case Creation Automation
• Exercise - Create and Resolve Cases
• Case Management Scenarios
• Case Management Dashboard Scenarios
• Case Management Work with Cases Scenarios
• Work with Status Reason Transitions
• Exercise - Manage Cases in Microsoft Dynamics 365

Module 3: Use Microsoft Dynamics 365 Customer Service Queues to Manage Case Workloads

• Introduction to Microsoft Dynamics 365 Queues
• Configure Tables for Queues
• Create a Microsoft Dynamics 365 Queue
• Work with Queues
• Exercise - Use Queues to Manage Case Workloads
• Routing Rule Sets
• Exercise - Use Routing Rules to Assign Cases to Specific Queues

Module 4: Create or Update Records Automatically in Customer Service Hub

• Introduction
• Set Up Rules to Create or Update Records Automatically
• Configure Rules for Creating or Updating Records Automatically
• Map Records Manually with Power Automate
• Complete and Activate your Rule
• Use the Activity Monitor to Review and Track Rules

Module 5: Get Started with Unified Routing for Dynamics 365 Customer Service

• Introduction
• Route Cases by Using Basic Routing Rule Sets
• Set Up Unified Routing
• Create and Manage Users
• Create and Manage Queues for Unified Routing
• Set Up Workstreams for Record Routing

Module 6: Create and Manage Entitlements in Dynamics 365 Customer Service

• Overview of Entitlements
• Create Entitlement Records
• Work with Entitlement Channels
• Other Considerations
• Exercise - Manage Support Contracts by Using Entitlements
• Define Entitlement Templates

Module 7: Create Knowledge Management Solutions in Dynamics 365 Customer Service

• Knowledge Management Overview
• Create and Define Knowledge Articles
• Knowledge Article Lifecycle
• Manage Knowledge Article Versions, Categories, and Translations
• Knowledge Article Publication
• Exercise - Create and Maintain Knowledge Articles

Module 8: Use Knowledge Articles to Resolve Dynamics 365 Customer Service Cases

• Knowledge Article and Case Resolution Overview
• Enable and Configure Entities for Knowledge Search
• Configure Article Search and Display Options
• Search for Knowledge Articles
• Exercise - Resolve Microsoft Dynamics 365 Cases by Using Knowledge Articles
• Article Analytics

Module 9: Create a Survey Project with Dynamics 365 Customer Voice

• Introduction
• Dynamics 365 Customer Voice
• Projects in Dynamics 365 Customer Voice
• Create Your First Project
• Exercise - Create a Basic Project

Module 10: Create Customer Surveys with Dynamics 365 Customer Voice

• Introduction
• Survey Headers and Branding
• Add Branching Logic to Surveys
• Personalise a Survey with Variables
• Add Satisfaction Metrics to a Survey and Project
• Add Multiple Languages for your Surveys
• Exercise - Create a Basic Survey

Module 11: Send Dynamics 365 Customer Voice Surveys

• Introduction
• Create and Personalise Email Templates
• Translate Email Templates into Other Languages
• Email a Survey
• Upload CSV Files
• Use Links and QR Codes
• Analyse Survey Reports
• Exercise - Create an Email Template

Module 12: Automate Dynamics 365 Customer Voice Surveys with Power Automate

• Introduction
• Send a Survey with Power Automate
• Create an Invitation
• Expand Variables to Further Customise Surveys
• Use the Locale Variable for Multilingual Surveys
• Use Variables for Follow-Up Actions
• Exercise – Create a Survey Invitation

Module 13: Set up Customer Service Scheduling

• Introduction
• Set Up Service Scheduling
• Define Resources

Module 14: Schedule Services with Customer Service Scheduling

• Introduction
• Set Up Fulfillment Preferences
• Create Service Activities
• Schedule Service Activities

Module 15: Enhance Agent Productivity with Customer Services Workspace

• Introduction
• Explore the Customer Service Workspace User Interface
• View and Edit Records
• Work with Case Records
• Use the Productivity Pane in Customer Service Workspace

Module 16: Create Custom Experiences for Agents with Agent Experience Profiles in Customer Service

• Introduction
• Create and Use Agent Experience Profiles to Manage Apps
• Application Tab Templates
• Session Templates
• Manage Notification Settings and Templates
• Use Templates in Workstreams

Module 17: Getting Started with Omnichannel for Customer Service

• Introduction to Omnichannel for Customer Service
• Use the Agent Interface
• Manage Sessions and Work with Applications
• Work with Conversations
• Work with Customer Information
• Helping an Agent's Productivity
• Helping an Agent's Productivity

Module 18: Route and Distribute Work with Unified Routing in Dynamics 365 Customer Service

• Introduction
• Set Up Work Classification
• Route Items to Queues
• Set Up Work Assignments in Queues
• Get Started with Intelligent Routing
• Diagnostics

Module 19: Deploy an SMS Channel in Omnichannel for Dynamics 365 Customer Service

• Introduction
• Configure Phone Numbers and Messaging Accounts
• Configure SMS Workstream
• Configure SMS Workstream Options
• Route SMS Conversations
• Configure Additional Settings

Module 20: Deploy Chat Widgets with Omnichannel for Dynamics 365 Customer Service

• Introduction to Chat Channels
• Set Up a Workstream for Chat
• Create a Chat Channel
• Allow Chat Transcripts and File Downloads
• Work with Prechat and Post-Chat Surveys
• Embed a Chat Widget in a Portal
• Use Proactive Chat

Module 21: Create Smart Assist Solutions in Omnichannel for Dynamics 365 Customer Service

• Introduction
• Work with Microsoft Adaptive Cards
• Build a Smart Assist Bot
• Integrate a Smart Assist Bot with Omnichannel for Customer Service

Module 22: Get Started with Customer Service Insights

• Introduction to Customer Service Insights
• Configure Customer Service Insights
• Use Customer Service Analytics Dashboards in Power BI
• Discover Customer Service Insights Dashboards
• Discover Knowledge Search Analytics

Module 23: Create Visualisations for Dynamics 365 Customer Service

• Introduction
• Create and Use Charts
• Create Dashboards for Customer Service
• Use Power BI to View Customer Service Data

Module 24: Get Started with Connected Customer Service for Dynamics 365 and Azure IoT

• Introduction
• Choose a Deployment Type
• Install Connected Customer Service
• Customer Assets and Iot Alerts

Module 25: Register and Manage Devices with Connected Customer Service for Dynamics 365 and Azure IoT

• Introduction
• Generate Alerts from Iot Devices
• Device Management and Interaction
• Create and Send Commands to Iot Devices

Module 26: Create Custom Apps for Dynamics 365 Customer Service

• Introduction
• Create Power Apps for Dynamics 365 Customer Service
• Deploy a Self-Service Portal for Customer Service
• Customise Case Management

Module 27: Integrate a Power Virtual Agents bot with Omnichannel for Customer Service

• Introduction
• Create an Azure Active Directory application
• Configure the Power Virtual Agents bot
• Configure Omnichannel for Customer Service

Microsoft Power Platform Developer PL400 Course Outline

Module 1: Use Imperative Development Techniques for Canvas Apps in Power Apps

• Imperative Versus Declarative Development
• Three Types of Variables in Power Apps
• Global Variables
• Contextual Variables
• Collections
• Additional Variable Concepts
• Exercise - Using Variables and Collections

Module 2: Perform Custom Updates in a Power Apps Canvas App

• Sometimes You Need Something More Than Forms
• Use the Patch Function to Create and Edit Records
• Delete Records from Data Sources and Collections
• Use the Patch Function to Update a Gallery

Module 3: Use Dataverse Choice Columns with Formulas

• Introduction
• Filter Dataverse Choice Columns with Power Fx Formulas
• Modify Choice and Choices Values
• Exercise - Dataverse Choice Columns

Module 4: Reduce Complexity in Your Data Model with Dataverse Table Relationships

• Introduction
• Work with One-To-Many Relationships
• Work with Many-To-Many Relationships
• Exercise - Work with Dataverse Relational Data

Module 5: Work with Relational Data in a Power Apps Canvas App

• What Is Relational Data?
• Work with Relationships in Power Apps
• Exercise - Work with Relational Data
• Microsoft Dataverse for Apps Makes Relationships Even Easier

Module 6: Work with Data Source Limits (Delegation Limits) in a Power Apps Canvas App

• Delegation Overview
• Functions, Predicates, and Data Sources Combine to Determine Delegation
• Delegation Warnings, Limits, and Non-Delegable Functions

Module 7: Complete Testing and Performance Checks in a Power Apps Canvas App

• Importance of Thinking About Performance
• Improve Performance with Data Sources
• Testing and Troubleshooting Your App
• Exercise - Use the Concurrent Function to Test Performance

Module 8: Optimise App Load Time

• Introduction
• Use Monitor to Troubleshoot App Start Performance Issues
• Optimise App.OnStart
• Data Load Strategies

Module 9: Use Monitor to Troubleshoot Power Apps

• Introduction
• Identify and Resolve Common Problems
• Collaborate by Using Monitor
• Exercise - Troubleshoot and Debug Monitor

Module 10: Use Power Apps Instrumentation with Application Insights

• Introduction
• Set Up an App for Application Insights
• View Application Insights Data
• Custom Logging with Trace
• Exercise - Collect and Analyse Telemetry Data

Module 11: Get Started with Power Automate

• Introducing Power Automate
• Create Your First Flow
• Exercise - Create Recurring Flows
• Exercise - Monitor Incoming Emails
• Exercise - Share Flows
• Troubleshoot Flows

Module 12: Introduction to Expressions in Power Automate

• Introduction to Expressions
• Get Started with Expressions
• Notes Make Things Easier
• Types of Functions
• Write Complex Expressions
• Exercise - Creating a Manual Flow and Using Expressions

Module 13: Use Dataverse Triggers and Actions in Power Automate

• Introduction
• Dataverse Triggers
• Query Data
• Create, Update, Delete, and Relate Actions
• Exercise - Create a Cloud Flow with a Dataverse Connector

Module 14: Introduction to Microsoft Power Platform Developer Resources

• Introduction to Microsoft Power Platform for Developers
• Overview of Dataverse and the Common Data Model
• Extending Power Platform with Azure
• Power Platform Environments
• Exercise - Prepare Development Environment

Module 15: Use Developer Tools to Extend Power Platform

• Introduction to Developer Power Platform Tooling
• Exercise - Use the Power Apps CLI
• Solutions Overview
• Deploy Apps with Package Deployer
• Exercise - Install and Use Developer Tools

Module 16: Introduction to Extending Power Platform

• Introduction
• User Experience Extensibility
• Dataverse Extensibility
• Exercise - Create a Custom API
• Determine When to Configure or When to Code

Module 17: Work with Dataverse Web API

• Introduction to the Microsoft Dataverse Web API
• Insomnia
• Authenticate Against Microsoft Dataverse Using OAuth
• Use OData to Query Data
• Use FetchXML to Query Data
• Call Power Automate Actions from the Web API
• Use the Web API to Impersonate Another User
• Track Entity Data Changes with Change Tracking and the Web API

Module 18: Perform Common Actions with Client Script in Power Platform

• Introduction to Client-Side Scripting
• Upload Scripts
• Event Handlers
• Context Objects
• Client Scripting Common Tasks
• Exercise - Use Client Script to Hide a Form Section

Module 19: Automate Business Process Flows with Client Script

• Client Scripting Best Practices
• Debugging Client Script
• Exercise - Use Table Data from Client Script

Module 20: Build a Power Apps Component

• Introduction to Creating a Code Component
• Create a Code Component Solution Package
• Test and Debug Code Components

Module 21: Introduction to Dataverse for Developers

• Introduction to Developing with Microsoft Dataverse
• Microsoft Dataverse Extensibility Model
• Event Framework

Module 22: Extend Plug-Ins in Power Platform

• Introduction
• Plug-Ins Usage Scenarios
• Plug-In Execution Context
• Exercise - Write Your First Plug-In

Module 23: Integrate Dataverse Azure Solutions

• Microsoft Dataverse Azure Solutions Overview
• Expose Microsoft Dataverse Data to Azure Service Bus
• Write a Service Bus Event Listener That Consumes Microsoft Dataverse Messages
• Publish Microsoft Dataverse Events with Webhooks
• Write an Azure Function That Processes Microsoft Dataverse Events

Module 24: Explore Azure Functions

• Introduction
• Discover Azure Functions
• Compare Azure Functions Hosting Options
• Scale Azure Functions

Module 25: Develop Azure Functions

• Introduction
• Explore Azure Functions Development
• Create Triggers and Bindings
• Connect Functions to Azure Services
• Exercise: Create an Azure Function by Using Visual Studio Code

Module 26: Configure Custom Connectors with Authenticated APIs in Microsoft Power Platform

• Introduction
• Authentication Options
• Use APIs with Azure AD
• Configure Microsoft Entra ID Authentication
• Exercise - Use Graph API from a Custom Connector
• Share and Move Between Environments

Module 27: Configure Policy Templates for Custom Connectors in Microsoft Power Platform

• Introduction
• Use Expressions to Access Runtime Values
• Use Policies for Data Conversion
• Configure Host URL and Routing
• Add or Update Values
• Exercise - Use a Policy Template to Dynamically Set the Host URL

Module 28: Create Microsoft Power Platform OpenAPI Custom Connectors

• Introduction
• Use OpenAPI Extensions
• Use the Dynamic List of Values Extension
• Use Dynamic Schema
• Exercise - Use OpenAPI Extensions

Module 29: Manage Solutions in Power Apps and Power Automate

• Introduction
• Add and Remove Apps, Flows, and Entities in a Solution
• Edit a Solution-Aware App, Flow, and Table
• Exercise - Import and Export Solutions
• Build and Deploy a Complex Solution with Flows, Apps, and Entities
• Automate Solution Management

Module 30: Introduction to Solutions for Microsoft Power Platform

• Introduction
• Solution Layering
• Solution Architecture Tools and Techniques
• Use Version Control for Solutions

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

Module 1: Get Started with Dynamics 365 Supply Chain Management

• Introduction
• Benefits of Supply Chain Management
• Overview of Supply Chain Management
• Cost Accounting
• Cost Management
• Inventory Management and Warehouse Management
• Master Planning
• Procurement and Sourcing
• Vendor Collaboration
• Sales and Marketing
• Customer Portal
• Product Information Management
• Production Control
• Intercompany Trade
• Warehouse Management
• Transportation Management
• Lab - Explore Dynamics 365 Supply Chain Management

Module 2: Get Started with Inventory Management in Dynamics 365 Supply Chain Management

• Introduction
• Inventory Management Overview
• Configure Inventory Dimensions
• Configure Storage Dimensions
• Configure Tracking Dimensions
• Configure Serial and Batch Numbers
• Configure Sites
• Configure Warehouses
• Configure Inventory Policies
• Exercise - Set Up Inventory Policies for An Item Model Group
• Set Up Item Groups and Item Model Groups
• Allocate Batch and Serial Numbers
• Work with Consignment Inventory
• Lab - Work with Inventory Management

Module 3: Work with Inventory Management Operations in Dynamics 365 Supply Chain Management

• Introduction
• Inventory Operations Scenarios
• Inventory Locations
• Inventory Statuses
• Set Up Disposition Codes
• Warehouse Layout
• Set Up Barcodes
• Counting Reason Codes
• Inventory Journals
• Inventory Journal Approval Workflow
• Initialise Stock Levels in The Warehouse
• Transfer Orders
• Create and Post an Inventory Journal
• Exercise - Create and Post an Inventory Journal

Module 4: Set Up and Work with Outbound Operations Using Inventory Management in Dynamics 365 Supply Chain Management

• Introduction
• Outbound Operations
• Outbound Setup
• Set Up Default Order Settings
• Reserve Inventory Quantities
• Reserve Sales Order Batch Numbers

Module 5: Set Up and Work with Inbound Operations Using Inventory Management in Dynamics 365 Supply Chain Management

• Introduction
• Inbound Operations
• Arrival Overview
• Set Up an Item Arrival Overview Profile
• Set Up Default Order Settings
• Exercise - Use the Item Arrival Profile

Module 6: Set Up and Work with Inventory Control in Dynamics 365 Supply Chain Management

• Introduction
• Inventory Cost Methodologies
• Inventory Closing and Adjustment
• Consolidate Inventory Transactions

Module 7: Use Inventory Reports in Dynamics 365 Supply Chain Management

• Introduction
• ABC Inventory Classification
• Physical Inventory by Inventory Dimension Report
• Inventory Value Report
• Inventory On-hand Report Storage
• Inventory On-hand Mobile Workspace
• Exercise - Use the ABC Classification Report
• Exercise - Use the Physical Inventory by Inventory Dimension Report
• Exercise - Export A Report to Microsoft Excel

Module 8: Create Products and Product Masters in Dynamics 365 Supply Chain Management

• Introduction
• Product Information Workspace
• Concept of A Product
• Create Products
• Set Up Unit Conversions
• Batch Disposition Codes
• Default Order Settings
• Define Products as Not Stocked
• Create Product Masters with Variants
• Variant Specific Sales Tax Groups
• Gain Productivity by Using the Variant Suggestions Page
• Create and Set Up Category Hierarchies and Attributes
• Set Up Item Pricing
• Lab - Create A Product and Product Master

Module 9: Create Bill of Materials in Dynamics 365 Supply Chain Management

• Introduction
• Work with The BOM Designer
• BOM And Formula Versions
• BOM Line Types
• BOM Levels
• Exercise - Create A BOM In the BOM Designer

Module 10: Configure Warehouse Management in Dynamics 365 Supply Chain Management

• Introduction
• Roles in Warehouse Management
• Set Up Warehouse Management
• Configure the Warehouse Layout
• Configure Catch Weight Processing for Warehouse Management
• Warehouse Processes
• Reservation Hierarchies
• Lab - Configure Warehouse Management

Module 11: Warehouse Implementation Experience in Dynamics 365 Supply Chain Management

• Introduction
• Enable Warehousing Telemetry
• Warehouse Implementation Workspace
• Wizard-driven Setup of Warehouse Management Parameters
• Wizard-driven Warehouse Configuration
• Simplified Query View of Location Directives

Module 12: Inbound Warehouse Operations Using Dynamics 365 Supply Chain Management

• Introduction
• Inbound Operations
• Inbound Advanced Shipping Notices
• Cross Dock Products from Receiving Warehouse to Stores
• Create A GTIN Code for A Product
• Wizard-driven Setup of Warehouse Management Parameters
• Exercise - Register A Load Where Items Are Missing

Module 13: Outbound Warehouse Operations Using Dynamics 365 Supply Chain Management

• Introduction
• Outbound Operations
• Warehouse Work
• Cluster Picking
• Packing and Containerisation
• Packing Containers with The Warehouse Management Mobile App
• Transfer Orders and Replenishment
• Exercise - Set Up A Cluster Profile

Module 14: Execute Across Warehouse Operations in Dynamics 365 Warehouse Management

• Introduction
• Cycle Counting
• Material Handling Equipment Interface
• Exercise - Create A Cycle Counting Plan

Module 15: Warehouse Management Mobile Device Configuration Using Dynamics 365 Supply Chain Management

• Introduction
• Global Mobile Device Parameters
• Set Up and Deploy GS1 And QR Bar Codes
• Set Up Work Type Menu Items
• Set Up Mobile App Step Instructions
• Set Up Detours for Steps in Mobile Device Menu Items
• Exercise - Set Up A Detour for A Step in A Task Flow

Module 16: Get Started with Engineering Change Management for Dynamics 365 Supply Chain Management

• Introduction
• Overview of Features
• End-to-end Walkthrough of Features
• Exercise - Set Up Demo Data for The Sample Scenario
• Exercise - Create A New Engineering Product
• Exercise - Release an Engineering Product to A Local Company
• Exercise - Review and Accept the Product Before You Release It in The Local Company
• Exercise - Use the Product in Transactions in The Local Company
• Exercise - Add the Engineering Product to A Sales Order
• Exercise - Request Changes in The Engineering Product
• Exercise - Make Changes to The Product by Using an Engineering Change Order
• Exercise - Release the Changed Product

Module 17: Set Up Versioned Products in Dynamics 365 Supply Chain Management

• Introduction
• Create an Engineering Organisation
• Create Nomenclature for Product Versions
• Create Product Version Number Rules
• Create Product Dimension Groups by Using the Version Dimension
• Create Product Life Cycle States
• Engineering Attributes
• Product Readiness Policies
• Product Release Policies
• Create Engineering Categories
• Exercise - Create A Product Readiness Policy

Module 18: Configure Engineering Change Management for Dynamics 365 Supply Chain Management

• Introduction
• Set Up Engineering Change Severities
• Set Up Severity Rule Sets
• Set Up Product Owners
• Engineering Workflows
• Exercise - Create A Severity Rule

Module 19: Convert an Existing Product to An Engineering Product in Dynamics 365 Supply Chain Management

• Introduction
• Enable Change Management on Existing Products
• Enable Engineering Product Categories
• Run the Convert to Engineering Product Wizard

Module 20: Get Started with Production Control in Dynamics 365 Supply Chain Management

• Introduction
• Core Concepts in Production Control
• Understand Unified Manufacturing
• Manufacturing Principles
• Overview of The Production Process and Production Life Cycle
• Set Up and Manage Production-Related Reservations
• Reset the Status of a Production Order
• Batch Orders
• Discrete Manufacturing
• Process Manufacturing
• Lean Manufacturing
• Configure Production Control for Unified Manufacturing
• Capacity Planning
• Integration Between the General Ledger and The Production Control Modules
• IoT Intelligence and Insights
• Describe the Value Proposition for Mixed-reality Guides for Production Floor Workers
• Lab - Explore Production Control

Module 21: Get Started with Discrete Manufacturing in Dynamics 365 Supply Chain Management

• Introduction
• Discrete Manufacturing Life Cycle
• Master Planning and Planned Production Orders
• Bills of Materials
• Working with BOM And Item Configurations
• Create A Bill of Materials
• Production Orders
• Exercise - Create A BOM Without A Version
• Exercise - Create A BOM In the BOM Designer
• Exercise - Create A BOM With A Version
• Exercise - Create and Process A Production Order

Module 22: Set Up and Use Production Control for Discrete Manufacturing in Dynamics 365 Supply Chain Management

• Introduction
• Prerequisite Setup in Production Control
• Production Groups
• Production Control Parameters
• Production Pools
• Allocation Keys
• Set Up Journal Parameters
• Create A Production Unit

Module 23: Set Up and Use Discrete Manufacturing Routes in Dynamics 365 Supply Chain Management

• Introduction
• Create Operations and Operation Relations
• Work with Simultaneous Operations
• Set Up Route Groups and Routes
• Route Versions
• Copy Routes
• Route Networks
• Work with Primary and Secondary Routes
• Exercise - Set Up Operations and Routes

Module 24: Set Up Products for Production for Discrete Manufacturing in Dynamics 365 Supply Chain Management

• Introduction
• Set Up Inventory Dimensions in Production
• Set Up Production Dimensions
• Set Up Storage Dimensions
• Set Up Tracking Dimensions

Module 25: Production Costing for Discrete Manufacturing in Dynamics 365 Supply Chain Management

• Introduction
• Production Cost
• General Ledger and Manufacturing Integration
• Inventory Posting Profiles, Item Groups, And Item Model Groups
• End Production Orders
• Production Journals
• Dimension Link
• Production Reports

Module 26: Work with The Costing Sheet in Dynamics 365 Supply Chain Management

• Introduction
• Costing Versions
• Cost Groups
• Calculation Groups
• Costing Sheets
• BOM Calculations
• BOM Measurements
• BOM Reports
• Lab - Analyse BOM Costs by Using the Costing Sheet

Module 27: Work with Capacity Planning and Scheduling in Dynamics 365 Supply Chain Management

• Introduction
• Scheduling Options
• Split A Production Order
• Operations Scheduling
• Job Scheduling
• Scheduling Options from The Gantt Chart
• Resource Scheduling
• Scrap and Waste
• Exercise - Start A Discrete Production Order
• Exercise - Run A Resource Schedule

Module 28: Work with Manufacturing Execution in Dynamics 365 Supply Chain Management

• Introduction
• Understand the Manufacturing Executions
• Identify Roles in Manufacturing Execution
• Planning Consideration for Manufacturing Execution
• Configure Manufacturing Execution
• Setup Time and Attendance for Manufacturing Execution Processes
• Control Production with Manufacturing Execution
• Create and Process Report as Finished Journals with Co-products And By-products
• Calculate and Approve Raw Time Registrations
• Report as Finished from The Job Card Device
• Lab - Manufacturing Execution

Module 29: Set Up Configurable Products in Dynamics 365 Supply Chain Management

• Introduction
• Product Configurator Concepts and Terminology
• Elements of A Product Configuration Model
• Scenario
• Product Model Components
• Exercise - Set Up Components
• Create A Product Configuration Model
• Expression Constraints
• Calculations for Product Configuration
• BOMs And Routes
• Configuration Rules
• Sales Price Models
• Exercise - Create A Product Configuration Model
• Exercise - Add Components and Constraints to A Configuration Model

Module 30: Validate and Release Product Configuration Models in Dynamics 365 Supply Chain Management

• Introduction
• Extra Configuration Model Options
• Improve Product Configuration Performance
• Validate and Test A Product Configuration Model
• Configuration Templates
• Configuration Model Versions
• Release A Product Configuration Model
• Exercise - Release A Product Configuration Model
• Reuse Product Configuration

Module 31: Work with Configurable Products in Dynamics 365 Supply Chain Management

• Introduction
• Configurable Product Use Cases
• Intercompany and Multiple Site Considerations
• Extend A Product Configuration Model Through The API
• Add A Configurable Product to A Sales Order Line
• Exercise - Add A Configurable Product to A Sales Order Line

Module 32: Configure and Perform the Procure-to-Purchase Process in Dynamics 365 Supply Chain Management

• Introduction
• Procurement Scenario
• Overview of The Procure-to-Purchase Process
• Set Up Procurement Categories
• Use Procurement Catalos
• Create A Purchase Requisition
• Create and Process A Request for Quotation
• Create Purchase Orders
• Vendor Categories and Catalogs
• Evaluate A Vendor and Put A Vendor on Hold
• Use Purchasing Policies
• Lab - Work with Procure-to-Purchase Processes

Module 33: Configure and Manage Vendor Collaboration in Dynamics 365 Supply Chain Management

• Introduction
• Purchase Order Statuses with Vendor Collaboration
• Configure Vendor Collaboration
• Maintain Vendor Certification
• Set Up Vendor Collaboration Security Roles
• Use the Vendor Collaboration Invoicing Workspace
• Define Purchase Order Response Information
• Work with Purchase Orders When Vendor Collaboration Is Used
• Purchase Order Statuses and Versions
• Sharing Information About Consignment Inventory
• Inform Vendors About Vendor Collaboration
• Work with Request for Quotes
• Purchase Order Confirmation Workspace
• Accessing Vendor Master Data in The Vendor Information Workspace
• Exercise - Set Up an External Role for A Vendor

Module 34: Process Purchase Orders in Dynamics 365 Supply Chain Management

• Overview of The Purchase Order Process
• Set Up Purchasing Parameters
• Use Purchase Order Change Management
• Use Item Arrivals and Arrival Overview
• Manage Over/Under Delivery for Purchase Orders
• Manage Charges for Purchase Orders
• Create Vendor Returns
• Lab - Create and Process A Purchase Order

Module 35: Configure and Work with Quality Control and Quality Management in Dynamics 365 Supply Chain Management

• Introduction
• Configure Quality Management
• Perform Quality Control and Management Processes
• Describe Transactions Types and Create Quality Orders
• Apply Inventory Blocking
• Perform Quarantine Management
• Exercise - Create and Process A Quality Order
• Exercise - Create and Process a Nonconformance Order

Module 36: Configure and Use Agreements in Dynamics 365 Supply Chain Management

• Introduction
• Work with Trade Agreements
• Create Sales Agreements
• Create Purchase Agreements
• Configure Trade Allowance Management
• Configure Brokerage Contract Management
• Configure Royalty Contract Management
• Configure Vendor Rebates
• Rebate Management Module
• Service Management
• Exercise - Create A Purchase Agreement
• Exercise - Generate and Process Customer Rebates
• Exercise - Create Trade Agreements

Module 37: Set Up Intercompany Trade in Dynamics 365 Supply Chain Management

• Introduction
• Intercompany Trading Overview
• Intercompany Scenarios
• Set Up Intercompany Trade
• Set Up Intercompany Trade Relationships
• Action Policies
• Set Up Charges and Posting
• Set Up Intercompany Agreements and Direct Deliveries
• Lab - Set Up Intercompany Relations

Module 38: Work with Intercompany Trade in Dynamics 365 Supply Chain Management

• Introduction
• Synced Intercompany Data
• Create an Intercompany Sales Order
• Process Intercompany Purchase Orders
• Exercise - Process A Sales Order-initiated Intercompany Chain
• Return an Intercompany Sales Order
• Customer Payments for Intercompany Orders
• Exercise - Process Returns in Intercompany
• Create an Intercompany Purchase Order
• Check Intercompany Order Price Discrepancies
• Manage Intercompany Purchase Orders
• Exercise - Process A Purchase Order-initiated Intercompany Chain

Module 39: Get Started with Asset Management for Dynamics 365 Supply Chain Management

• Overview and Benefits
• Asset Management Terminology and Concepts
• Functional Locations and Assets
• Assets and Work Orders
• Use the Asset Management Mobile Workspace
• Asset Management Integration Capabilities
• Integrate Asset Management with Dynamics 365 Guides

Module 40: Work with Functional Locations in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Create Functional Locations
• Install Assets on Functional Locations
• Exercise – Create A Default Functional Location, And Assign It as The Default

Module 41: Work with Assets in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• All Assets Page
• Create an Asset
• Multi-level Assets
• Copy an Asset or Asset Structure
• Move, Remove, And Install an Asset
• Create Assets Based on Purchase Orders
• Asset Bills of Materials
• Asset Event History
• Asset View
• Asset Attribute Overview
• Lab - Work with Assets

Module 42: Manage Maintenance Requests in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• View Maintenance Requests
• Maintenance Request Lifecycle States
• Create and Update Maintenance Requests
• Create Work Orders from Maintenance Requests
• Asset Loans
• Inbound and Outbound Assets
• Maintenance Request Management Workspace
• Work Order Management Workspace
• Maintenance Request Reports
• Exercise - Create A Maintenance Request
• Exercise - Create A Maintenance Request List Report

Module 43: Create and Manage Work Orders in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Manually Create Work Orders
• Maintenance Forecasts
• Procurement of Work Order Purchase Requisitions
• Bill Customers for Maintenance Work
• Manual Update of Asset Counters
• Automatic Update of Asset Counters
• Maintenance Checklists
• Maintenance Downtime
• Add A Fault to A Work Order
• Work Order Report
• Work Order Pools
• Active Work Order Maintenance Jobs Page
• Work Order Management Workspace
• Exercise - Create and Manage Work Orders

Module 44: Schedule Work Orders in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Configure Workers for Work Order Scheduling
• Schedule and Dispatch Work Orders
• Calculate Capacity Load On Scheduled Work Orders
• Lab – Set Up A Preferred Worker, And Schedule A Work Order

Module 45: Use Controls and Reports in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Cost Control for Assets Calculation
• Work Order Date Control Calculation
• Work Order Hour Control Calculation
• Asset Fault Cost Control Calculation
• Calculate Asset KPIs
• Item Where Used Calculation
• Maintenance Status Calculation
• Exercise - Create A Work Order Cost Control Report
• Exercise – Create an Item Where Used Report

Module 46: Use Preventive and Reactive Maintenance in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Maintenance Plans
• Interval Types
• Assign A Maintenance Plan to An Asset
• Schedule Maintenance Plans
• Maintenance Rounds
• Maintenance Schedule
• Maintenance Schedule Cost
• Maintenance Downtime
• Exercise - Create A Maintenance Plan
• Exercise - Update the Maintenance Schedule

Module 47: Work with Capacity Planning in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Calculate Capacity Load
• Calculate an Item Forecast
• Exercise – Run A Capacity Load, And Run an Item Forecast

Module 48: Register and Report Consumption in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Register Consumption
• Create Consumption Reports
• Exercise - Create an Asset Consumption

Module 49: Work with Warranties in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Warranty Agreements
• Warranty on Assets and Asset Types
• Exercise – Set Up A Warranty

Module 50: Work with Maintenance Budgets in Asset Management for Dynamics 365 Supply Chain Management

• Introduction
• Create Maintenance Budgets
• Update Maintenance Budgets
• Exercise – Create, And Adjust A Maintenance Budget

Module 51: Set Up Accounts Receivable in Dynamics 365 Finance

• Introduction
• Payment Schedule
• Terms of Payment and Payment Days
• Cash Discounts
• Payment Fees
• Set Up the Credit Card Payment Service
• Methods of Payment and Payment Control
• Set Up A Payment Calendar and Payment Calendar Rules
• Create and Maintain Customers
• Set Up Customer Posting Profiles
• Configure Accounts Receivable Charges
• Lab - Configure Customer Posting Profiles and Create A New Customer

Module 52: Get Started with Accounts Receivable Daily Procedures in Dynamics 365 Finance

• Introduction
• Create Free Text Invoices
• Exercise - Create and Process A Free Text Invoice
• Recurring Free Text Invoices
• Create and Handle Payments of Customer Invoices for Sales Orders
• Exercise - Work with Invoices from Sales Orders
• Settle Transactions and Undo Settlements
• Exercise - Process an Invoice and Settle It Against A Payment
• Reimburse A Customer

Module 53: Set Up Credit and Collections in Dynamics 365 Finance

• Introduction
• Set Up Accounts Receivables for Credit and Collections
• Set Up Credit and Collections Components
• Set Up Interest Rates for An Interest Code
• Waive, Reinstate, Or Reverse Interest Fees
• Set Up and Manage Collection Letters
• Exercise - Set Up Credit and Collections in Finance
• Exercise - Create A Write-off Journal for A Customer

Module 54: Process Credit and Collections in Dynamics 365 Finance

• Introduction
• Customer Account Statement
• Working with Collections
• Collections Coordinator Workspace
• Manage Customer Credit and Collections
• Credit Management
• Lab - Work with Credit and Collections

Module 55: Set Up Order to Cash in Dynamics 365 Supply Chain Management

• Introduction
• Overview
• Order to Cash Business Processes
• Relationship Management
• Trade Agreements
• Sales Quotation Setup
• Sales Order Setup
• Order Promising Concepts
• Set Up Order Promising
• Set Up Order Hold Codes
• Set Up Commissions
• Set Up Customer and Item Search

Module 56: Work with Order to Cash in Dynamics 365 Supply Chain Management

• Introduction
• Sales Order Entry Scenarios
• Create and Process Sales Orders
• Sales Order Picking Process
• Process Customer Returns
• Sales Order Reservations
• Lab - Create A Sales Order and Work with Commissions

Module 57: Set Up Landed Cost in Dynamics 365 Supply Chain Management

• Introduction
• Landed Cost Concepts and Terminology
• Landed Cost Parameters
• Set Up Voyages and Shipping Containers
• Set Up Delivery Information
• Set Up Multi-Leg Journeys
• Set Up Shipping Information
• Set Up Costing Parameter Values
• General Ledger Integration Configuration
• Vendor Settings for Landed Cost
• Lab - Create A Voyage Leg

Module 58: Work with Landed Cost in Dynamics 365 Supply Chain Management

• Introduction
• Create A Voyage
• Manage A Voyage
• Estimate and Manage Landed Costs
• Track Inbound Voyages and Shipping Container Journey
• In-transit Processing
• Warehouse Management and Landed Cost
• Process Over and Under Transactions
• Update Tracking for Put Away
• Inquiries and Reports for Landed Cost

Module 59: Manage Transportation Management in Dynamics 365 Supply Chain Management

• Introduction
• Planning Transportation Management
• Configure Transportation Management
• Routing and Transportation Flows
• Load Building Strategy
• Transportation Management Engines
• Bill of Lading
• Plan Freight Transportation Routes with Multiple Stops
• Reconcile Freight in Transportation Management
• Lab - Explore Transportation Management

Module 60: Configure Warehouse Management in Dynamics 365 Supply Chain Management

• Introduction
• Roles in Warehouse Management
• Set Up Warehouse Management
• Configure the Warehouse Layout
• Configure Catch Weight Processing for Warehouse Management
• Warehouse Processes
• Reservation Hierarchies
• Lab - Configure Warehouse Management

Module 61: Warehouse Implementation Experience in Dynamics 365 Supply Chain Management

• Introduction
• Enable Warehousing Telemetry
• Warehouse Implementation Workspace
• Wizard-Driven Setup of Warehouse Management Parameters
• Wizard-Driven Warehouse Configuration
• Simplified Query View of Location Directives

Module 62: Inbound Warehouse Operations Using Dynamics 365 Supply Chain Management

• Introduction
• Inbound Operations
• Inbound Advanced Shipping Notices
• Cross Dock Products from Receiving Warehouse to Stores
• Create a GTIN Code for A Product
• Wizard-Driven Setup of Warehouse Management Parameters
• Exercise - Register a Load Where Items Are Missing

Module 63: Outbound Warehouse Operations Using Dynamics 365 Supply Chain Management

• Introduction
• Outbound Operations
• Warehouse Work
• Cluster Picking
• Packing and Containerisation
• Packing Containers with the Warehouse Management Mobile App
• Transfer Orders and Replenishment
• Exercise - Set Up A Cluster Profile

Module 64: Execute Across Warehouse Operations in Dynamics 365 Warehouse Management

• Introduction
• Cycle Counting
• Material Handling Equipment Interface
• Exercise - Create A Cycle Counting Plan

Module 65: Warehouse Management Mobile Device Configuration Using Dynamics 365 Supply Chain Management

• Introduction
• Global Mobile Device Parameters
• Set Up and Deploy GS1 and QR Bar Codes
• Set Up Work Type Menu Items
• Set Up Mobile App Step Instructions
• Set Up Detours for Steps in Mobile Device Menu Items
• Exercise - Set Up A Detour for A Step in A Task Flow

Module 66: Use Warehouse Management for Manufacturing in Dynamics 365 Supply Chain Management

• Production Input Location
• Production Output Location
• Staging and Order Picking
• Release BOM and Formula Lines to the Warehouse
• Automatically Rewove to Add Unfulfilled Lines to New Waves
• Cross-Docking
• Planned Cross Docking
• Visibility into Material Exceptions
• Lab - Work with Warehouse Management in Manufacturing

Module 67: Set Up Master Planning in Dynamics 365 Supply Chain Management

• Introduction
• Master Planning Considerations and Setup
• Master Planning Parameters Page
• Create A Master Plan
• Coverage Settings
• Action Messages
• Demand Forecasting
• Run Plans and Firm Planned Orders
• Set Up and Use the Supply Schedule Page
• Exercise - Firm A Planned Order
• Exercise - Change A Planned Order Type

Module 68: Use Master Planning in Dynamics 365 Supply Chain Management

• Introduction
• Set Up Master Planning Add-In
• Apply Filters to A Plan
• Master Planning with Demand Forecasts
• Master Planning Support for Capability-Based Resource Allocation
• Priority-Based Planning
• Master Planning and Purchase Trade Agreements
• Set Up Supply Chain Calendars
• Safety Margins
• Coverage Time Fences
• Approved Planned Orders
• Generate Planned Production Orders
• Analyse and Approve Planned Orders
• Auto-Firming
• Planning with Negative On-Hand Quantities
• View History and Planning Logs
• Cancel A Planning Job
• Use Item Substitution for Bill of Materials
• Exercise - Set Up Purchase Trade Agreements
• Exercise - Approve A Planned Order

Module 69: Demand Driven Material Requirements Planning in Dynamics 365 Supply Chain Management

• Introduction
• Demand Driven Material Requirements Planning (DDMRP) Overview
• Inventory Positioning
• Buffer Profile and Levels
• Demand-Driven Planning
• Visual and Collaborative Implementation

Module 70: Describe Dynamics 365 Supply Chain Management Core Capabilities

• Introduction
• Describe Use Cases for Dynamics 365 Supply Chain Management
• Describe Products and Released Products
• Describe Product Master Records, Product Variants, and Product Dimensions
• Describe Pricing and Discounts
• Describe Intercompany Capabilities

Module 71: Describe the Sales and Procurement Processes in Dynamics 365 Supply Chain Management

• Introduction
• Describe the Order-To-Cash Process
• Describe the Sales Order Creation Process
• Describe the Fulfilment Process
• Describe the Procure-To-Pay Process
• Describe Purchase Requisitions
• Describe the Purchase Order Creation Process
• Describe Purchase Order Receipts

Module 72: Describe Inventory and Warehousing Capabilities in Dynamics 365 Supply Chain Management

• Introduction
• Describe Costing Methods
• Describe On-Hand Inventory Capabilities
• Identify Types of Inventory Journals
• Describe Quality Management Capabilities
• Describe Use Cases for Warehouse Management Systems (WMS)
• Describe Use Cases for Transportation Management Systems
• Describe Use Cases for Landed Cost

Module 73: Describe the Manufacturing Process in Dynamics 365 Supply Chain Management

• Introduction
• Describe Lean, Discrete, and Process Manufacturing
• Describe Manufacturing Strategies
• Describe Bills of Materials (BOMs), Routes, and Operations
• Identify the Production Lifecycle Stages
• Describe Shop Floor Management
• Describe Master Planning and Planning Optimisation

Microsoft Dynamics 365 Business Central Functional Consultant MB800 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Start your Free Dynamics 365 Business Central Trial

• Introduction - Create Your Own Business Central Account
• Sign in to Business Central
• Use a Demo Database
• Start a Trial with your Own Data
• Extend Your Trial and Subscribe or Unsubscribe your Organisation
• Exercise - Sign in to Business Central

Module 2: Introducing Microsoft Dynamics 365 Business Central

• Introduction to Business Central
• Identify Available Subscription Types for Business Central
• Explore the Relationship Management Functionality
• Use Dynamics 365 Sales with Business Central
• Discover Supply Chain Management Capabilities
• Process and Administer the Purchase Cycle
• Process and Administer the Sales Cycle
• Send Documents to Customers
• Explore How to Administer Jobs
• Discover Service Management Capabilities
• Business Central Manufacturing Capabilities
• Business Central Human Resources Capabilities
• In Microsoft 365 Experience for Business Central
• Exercises - Create a Customer and a New Office Furniture Item

Module 3: Customise Microsoft Dynamics 365 Business Central

• Introduction - Cloud Architecture for Business Central
• Tailor, Extend, And Build Applications

Module 4: Administer Dynamics 365 Business Central Online

• Introduction - Get Started with the Cloud Solution Provider Program
• Extend a Trial for a Customer
• Access the Administration Center
• Manage Sandbox and Production Environments
• Set Up Tenant Notifications
• Inspect Environment Telemetry and Troubleshoot Issues
• Export Databases
• Enable Features
• Monitoring and Analyzing Telemetry
• Analyze Performance Using the In-Client Performance Profiler

Module 5: Create New Companies in Business Central

• Introduction - Create New Companies with Setup Data
• Create New Companies Without Data
• Create New Companies with Setup and Demo Data
• Create New Companies with Demo Data for Manufacturing Scenarios
• Create a New Company by Copying Data from an Existing Company
• Set Up Company Information
• Exercise - Create a Company with Demo Data

Module 6: Migrate Data to Business Central

• Introduction - Data Migration Concepts
• Use the Data Migration Assisted Setup
• Work with Data Templates
• Import Data from Excel
• Create Journal Opening Balances
• Import Business Data from Other Finance Systems
• Set Up a Company with Rapidstart Services
• Exercise - Create a New Customer Template

Module 7: Manage Users and Implement Security in Business Central

• Introduction - Add Users
• Create User Groups
• Implement Permissions and Permission Sets
• Configure User Access Times and Logging
• Understand Users, Profiles, and Role Centers
• Perform User-Specific Setup
• Auditing Changes
• Exercise - Add a New User

Module 8: Set up Email in Dynamics 365 Business Central

• Introduction
• Set Up Email Accounts
• Compose and Send an Email
• Send Documents by Email
• Document Sending Profiles
• Assign Email Scenarios
• Send a Sales Document by Email

Module 9: Integrate Business Central with Outlook

• Introduction
• Set Up Email Logging
• Set Up Outlook Integration
• Use the Contact Insights Outlook Add-In
• Creating Invoices from your Meeting Appointments
• Do a Quick Document Lookup
• Exercise - Set Up and Send Email

Module 10: Create Workflows in Dynamics 365 Business Central

• Introduction
• Create a Workflow Manually
• Create a Workflow from Workflow Templates
• Create a Power Automate Flow
• Set Up Users
• Set Up Notifications
• Set Up Approval Workflows by Using Assisted Setup

Module 11: Use Approval Workflows in Dynamics 365 Business Central

• Introduction
• Request Approval of a Record
• Cancel a Request for Approval
• Approve or Reject a Request for Approval
• Delegate a Request for Approval
• Manage Overdue Approval Requests

Module 12: User Interface Essentials in Dynamics 365 Business Central

• Introduction to the User Interface - The App Bar
• App Launcher
• Business Central Main Pages
• Search for Page or the Tell Me Icon
• My Settings
• Get Help
• Tour Business Central
• Different Types of Pages in the User Interface
• Use the Role Explorer
• More User Interface Features
• Exercise - Assign Another Role Center, Use the Search for Page Icon, and Find and Use Keyboard Shortcuts

Module 13: Personalise the Microsoft Dynamics 365 Business Central User Interface

• Introduction - Personalise the Business Central User Interface
• Personalise the Role Center
• Personalise List and Card Pages
• Personalise Document Pages and Add Fields
• Exercise – Personalise the Customer List and Clear Personalisation

Module 14: Use Alternative Interfaces for Dynamics 365 Business Central

• Introduction
• Explore the User Interface on your Smartphone and Tablet
• Use the Outlook Interface for Business Central
• Use Microsoft Teams to Share Business Data
• Exercise - Use Outlook as your Business Central Inbox

Module 15: Change How Documents Look in Business Central

• Overview of Report and Document Layouts
• Create and Modify a Custom Report or Document Layout
• Update Report or Document Layouts
• Change Which Layout is Currently Used on a Report
• Implement Report Selections
• Manage Saved Settings for Reports
• Set Up Printers
• Exercise - Change the Layout Currently Used on a Report

Module 16: Configure Business Central for Excel and Power BI

• Create Web Services to Link Power BI and Business Central
• Add Business Central as a Data Source in Power BI
• Create List Data Power BI Reports to Display in Business Central
• Configure Business Central Apps in Power BI
• Work with Business Data in Excel
• Analyse, Group, and Pivot Data on List Pages Using Data Analysis Mode
• Exercise - Create a Business Central Web Service to Use as a Power BI Data Source

Module 17: Migrate On-Premises Data to Dynamics 365 Business Central

• Introduction
• End-To-End Process of Migrating Data
• Run the Cloud Migration Tool
• Address Common Questions and Issues with Migrations

Module 18: Set Up General Ledger Configuration Options in Dynamics 365 Business Central

• Introduction
• Set up the General Fasttab
• Set up the Dimensions Fasttab
• Set up the Background Posting Fasttab
• Set up the Reporting Fasttab
• Set up the Application Fasttab
• Enable Data Check

Module 19: Set up Number Series and Trail Codes in Dynamics 365 Business Central

• Introduction to Setting up Number Series
• Assign Number Series and Number Series Relationships
• Set Up Trail Codes
• Exercise - Create a Number Series

Module 20: Set up Posting Groups in Dynamics 365 Business Central

• Introduction - Set Up and Assign Specific Posting Groups
• Set Up and Assign Inventory Posting Groups
• General Posting Groups
• Configure the General Posting Setup
• Exercise - Set Up and Assign a Customer Posting Group

Module 21: Set up Dimensions in Dynamics 365 Business Central

• Introduction - Set Up Dimensions and Dimension Values
• Manually Enter Dimensions in a Sales Order
• Set Up Global and Shortcut Dimensions
• Set Up Default Dimensions
• Set Up Default Dimensions for Account Types
• Set Up Default Dimension Priorities
• Set Up Dimension Combinations
• Exercise - Set Up a Dimension with Dimension Values

Module 22: Set Up the Chart of Accounts in Dynamics 365 Business Central

• Introduction to Setting Up G/L Accounts
• Use the Chart of Accounts
• Set Up Account Categories and Subcategories
• Maintain the Chart of Accounts
• Review General Ledger Entries

Module 23: Set Up General Journal Templates in Dynamics 365 Business Central

• Introduction - Set Up General Journal Templates
• Set Up General Journal Batches

Module 24: Create and Process Journal Entries in Dynamics 365 Business Central

• Introduction - Create Journal Entries
• Process Journal Entries
• Use Standard Journals
• Correct Journal Entries
• Set Up Checking Documents and Journals While you Work
• Exercise - Create and Post a Journal Entry

Module 25: Post Periodic Journal Entries in Dynamics 365 Business Central

• Introduction to Recurring Journals
• Allocate Amounts
• Edit Recurring Journals in Excel
• Exercise - Create and Post a Recurring Journal

Module 26: Work with Trade Master Data in Microsoft Dynamics 365 Business Central

• Introduction
• Set Up Units of Measure
• Assign Characteristics to an Item
• Set Up Item Categories
• Manage Customers
• Merge Customer Accounts
• Manage Vendors
• Merge Vendor Accounts
• Manage Resources
• Configure Salespeople and Purchasers
• Use Templates to Create Master Data
• Exercise - Create a New Item and A New Location and Link Them to a Vendor

Module 27: Set up Trade in Microsoft Dynamics 365 Business Central

• Introduction
• Purchases and Payables Setup
• Set Up Locations
• Inventory Setup

Module 28: Create Purchase Documents in Dynamics 365 Business Central

• Introduction - Create A Purchase Quote
• Create a Blanket Order
• Manage Purchase Orders
• Describe Responsibility Centers
• Exercise - Create and Process a Purchase Order and Review the Posted Documents

Module 29: Receive and Invoice Items in Dynamics 365 Business Central

• Introduction - Receive Items
• Reverse a Receipt
• Process Vendor Invoices
• Review Posted Purchase Documents
• Reverse or Correct a Posted Purchase Invoice

Module 30: Set Up Purchase Prices and Discounts in Dynamics 365 Business Central

• Introduction - Set Up Purchase Prices
• Use Special Prices in Purchase Orders
• Set Up Line Discounts
• Set Up Invoice Discounts

Module 31: Post Purchase Item Charges in Dynamics 365 Business Central

• Introduction - Set Up Item Charges
• Process Item Charges in a Purchase Order
• Process Item Charges in a Purchase Invoice
• Analyse the Direct Unit Cost of an Item

Module 32: Estimate Purchase Order Receipt Dates in Dynamics 365 Business Central

• Introduction - Set Up Order Promising
• Estimate Purchase Order Receipts

Module 33: Create Sales Documents in Dynamics 365 Business Central

• Introduction - Create A Sales Quote
• Create A Blanket Order
• Manage Sales Orders
• Configure Recurring Sales Lines
• Offer Similar Products to Your Customers
• Map Multiple References to an Item
• Sell Catalog Items
• Create Purchasing Codes
• Process Drop Shipments
• Process Special Orders
• Exercise - Create a Sales Quote and Convert it to an Invoice, Create a Drop Shipment and Sell Catalog Items

Module 34: Ship and Invoice Items in Dynamics 365 Business Central

• Introduction - Ship Items to Customers
• Reverse a Shipment
• Invoice Customers
• Review Posted Sales Documents
• Reverse or Correct a Posted Sales Invoice
• Process Prepayment Invoices for Sales and Purchases

Module 35: Manage Sales Prices in Dynamics 365 Business Central

• Introduction - Set Up Sales Prices for a Customer
• Set Up Sales Prices for Customer Groups
• Use Special Prices in Sales Orders
• Create New Sales Prices
• Bulk Edit the Unit Price on the Item Card
• Exercise - Create a Special Price for a Customer

Module 36: Set Up Discounts for your Customers in Dynamics 365 Business Central

• Introduction - Set Up Line Discounts
• Use Line Discounts When Selling Items to Customers
• Set Up Invoice Discounts
• Use Invoice Discounts When Selling Items to Customers
• Exercise - Set Up Invoice Discounts

Module 37: Promising Sales Order Delivery in Dynamics 365 Business Central

• Introduction - Sales Order Promising Key Concepts
• Set Up Order Promising
• Promising Sales Order Delivery

Module 38: Set Up Returns Management in Dynamics 365 Business Central

• Introduction - Set Up Sales Return Order Management
• Set Up Purchase Return Order Management
• Return Reasons

Module 39: Manage Customer Returns in Dynamics 365 Business Central

• Introduction - Replace Wrong Items
• Return Defective Items to Vendors
• Exercise - Return Items in Dynamics 365 Business Central

Module 40: Manage Returns to Vendors in Dynamics 365 Business Central

• Introduction - Register a Compensation Agreement with a Vendor
• Apply Exact Cost Reversing

Module 41: Set up Cash Management in Dynamics 365 Business Central

• Introduction - Create Bank Accounts
• Describe Data Exchange Definitions
• Configure Payment Methods
• Set Up Customers and Vendors in Cash Management
• Relationship Between Customer and Customer Ledger Entries
• Relationship Between Vendor and Vendor Ledger Entries
• Set Up Customer Bank Accounts
• Set Up Vendor Bank Accounts
• Set Up Payment Registration

Module 42: Enter Payments in the Cash Receipt Journal and the Payment Journal in Dynamics 365 Business Central

• Introduction - Enter Payments
• Apply Payments
• Unapply Customer and Vendor Ledger Entries
• Process Payment Registrations
• Set Up Payment Tolerances
• Set Up G/L Accounts for Payment Tolerances
• Process Payment Tolerances When Posting Payments
• Exercise - Register a Customer Payment

Module 43: Suggest Vendor Payments in Dynamics 365 Business Central

• Introduction - Suggest Vendor Payments
• Suggest Payments by Using Vendor Priority and Available Amounts
• Pay Invoices on Their Due Date
• Exercise - Suggest Vendor Payments for a Single Vendor

Module 44: Use Checks to Pay Vendors in Dynamics 365 Business Central

• Introduction - Enter and Post Payables Checks
• Print and Post Payables Checks
• Void A Check

Module 45: Perform a Bank Reconciliation in Dynamics 365 Business Central

• Introduction to and Completing the Reconciliation Process
• Post the Bank Account Reconciliation
• Import a Bank Statement
• Undo a Bank Account Reconciliation

Module 46: Set Up Payment Reconciliation Journals in Dynamics 365 Business Central

• Introduction to Setting Up Payment for Reconciliation Journals
• Set Up Number Series
• Set Up Automatic Payment Application and Payment Application Rules
• Set Up Bank Statement File Import

Module 47: Use the Payment Reconciliation Journal in Dynamics 365 Business Central

• Introduction - Import Bank Statements
• Reconcile Payments by Using Automatic Applications
• Map Text on Recurring Payments
• Post and Reconcile the Payment Reconciliation

Microsoft Dynamics 365 Finance MB310 Course Outline

Module 1: Get Started with Dynamics 365 Finance

• Introduction
• Benefits of Dynamics 365 Finance
• Overview
• General Ledger
• Cash and Bank Management
• Tax
• Accounts Payable
• Accounts Receivable
• Credit and Collections
• Budgeting
• Fixed Assets
• Cost Accounting
• Electronic Invoicing
• Lab - Explore Dynamics 365 Finance

Module 2: Configure Currencies in Dynamics 365 Finance

• Introduction
• Set Up Currencies and Conversions
• Configure and Import Currency Exchange Rates
• Lab - Import Exchange Rates

Module 3: Create Fiscal Calendars, Years, and Periods in Dynamics 365 Finance

• Introduction
• Fiscal Calendars, Fiscal Years, and Periods
• Create Fiscal Calendars, Years and Periods
• Select a Fiscal Calendar
• Define Budget Cycle Time Spans
• Maintain Periods for your Organisation
• Create Date Intervals
• Lab - Work with the Fiscal Calendar, Year, And Periods

Module 4: Get started with chart of accounts in Dynamics 365 Finance

• Introduction
• Plan Your Chart of Accounts
• Multiple Chart of Accounts
• Set Up Chart of Accounts
• Exercise - Create a New Main Account

Module 5: Set up Chart of Accounts in Dynamics 365 Finance

• Introduction
• Main Account Categories
• Main Account Information
• Allocation Terms
• Main Account Validation Options
• Main Account Closing Options
• Financial Tags
• Accounts for Automatic Transactions
• Lab - Create a Main Account Category in the Chart of Accounts

Module 6: Set up Financial Dimensions in Dynamics 365 Finance

• Define and Configure Financial Dimensions
• Create a Custom Financial Dimension
• Create an Entity-Backed Financial Dimension
• Activate and Delete Financial Dimensions
• Default Dimension Values
• Derived Dimensions
• Set up Financial Dimension Templates and Sets
• Define and Configure Account Structures and Advanced Rules
• Ledger Account Aliases
• Exercise - Set up an account structure

Module 7: Set Up Ledgers and Journals in Dynamics 365 Finance

• Introduction
• Understand the Different Types of Journals and their Setup
• Describe Use Cases for Periodic Journals
• Configure Ledger and Journal Setup
• Discover Options for Implementing Voucher Numbers in Journals
• Set Up Journal Approvals
• Configure and Use Journals
• Reverse Journal Posting
• Set Up Batch Transfer Rules
• Lab - Configure Ledger and Journal Setup

Module 8: Perform General Ledger Daily Procedures in Dynamics 365 Finance

• Introduction
• Using Balance Control Accounts
• Process a Journal Entry
• Work with General Ledger Processes
• Ledger Settlements
• Create Templates to Edit Journals in Microsoft Excel
• Create Voucher Templates
• Set Up Journal Controls
• Exercise - Create and Use a Voucher Template

Module 9: Intercompany Accounting in Dynamics 365 Finance

• Introduction
• Set Up Intercompany Accounting
• Post Intercompany Journals
• Trace an Intercompany Entry
• Lab - Set Up and Use Intercompany Accounting

Module 10: Configure Ledger Allocations and Accruals in Dynamics 365 Finance

• Introduction
• Configure and Apply Accrual Schemes
• Configure Ledger Allocation Rules
• Exercise - Configure and Use Accrual Schemes
• Exercise - Configure and Test Ledger Allocation Rules

Module 11: Configure and Perform Periodic Processes in Dynamics 365 Finance

• Set Up the Financial Period Workspace and Closing Schedule
• Bank Reconciliations
• Run Foreign Currency Revaluation Processes
• Process End of Year Close
• Perform Financial Consolidations
• Lab - Perform year-end close and a consolidation

Module 12: Work with Analytics and Reporting in Finance and Operations Apps

• Introduction
• Understand Different Types of Reports and Inquiries
• Financial Reporting
• Find Inquiries and Reports
• Generate and Consume Inquiries and Reports
• Configure Finance and Operations Apps for Microsoft Power Platform
• Lab - Work with Reports

Module 13: Configure Cash and Bank Management in Dynamics 365 Finance

• Introduction
• Understand Bank Transaction Types and Groups
• Set Up Cash and Bank Management Parameters
• Set Up the Single Euro Payments Area (SEPA) Direct Debit Mandate
• Set Up International Bank Account Number (IBAN) Structures
• Configure Banks and Bank Check Layout
• Set Up Bank Accounts for Customers
• Set Up Bank Accounts for Vendors
• Deposit and Refund Checks
• Understand Cash Flow Forecast and Reports
• Configure Cash Flow Forecasting
• Set up cash flow automation
• Summarize vendor and customer payments in bank transactions
• Lab - Work with Cash and Bank Management

Module 14: Configure Taxes in Dynamics 365 Finance

• Introduction
• Configure Ledger Posting Groups
• Configure Sales Tax Authorities
• Exercise - Set Up Sales Tax Authorities
• Configure Sales Tax Settlement Periods
• Exercise - Set Up Sales Tax Settlement Periods
• Create Sales Tax Codes
• Configure Sales Tax Groups and Item Sales Tax Groups
• Exercise - Set Up Sales Tax Codes and Sales Tax Groups

Module 15: Work with taxes in Dynamics 365 Finance

• Withholding Tax
• Sales Tax Exemption
• Conditional Sales Tax
• Sales Tax on Transactions
• Set Up Sales Tax Reporting Codes
• Exercise - Set Up Sales Tax Reporting Codes and Withholding Tax
• Prepare Periodic Filings

Module 16: Set up Accounts Receivable in Dynamics 365 Finance

• Introduction
• Payment Schedule
• Terms of Payment and Payment Days
• Cash Discounts
• Payment Fees
• Set Up the Credit Card Payment Service
• Methods of Payment and Payment Control
• Set Up a Payment Calendar and Payment Calendar Rules
• Create and Maintain Customers
• Set Up Customer Posting Profiles
• Configure Accounts Receivable Charges
• Lab - Configure Customer Posting Profiles and Create a New Customer

Module 17: Get Started with Accounts Receivable Daily Procedures in Dynamics 365 Finance

• Introduction
• Create Free Text Invoices
• Exercise - Create and Process A Free Text Invoice
• Recurring Free Text Invoices
• Create and Handle Payments of Customer Invoices for Sales Orders
• Exercise - Work with Invoices from Sales Orders
• Settle Transactions and Undo Settlements
• Exercise - Process an Invoice and Settle it Against a Payment
• Reimburse a Customer

Module 18: Configure Credit and Collections in Dynamics 365 Finance

• Introduction
• Configure Accounts Receivables for Credit and Collections
• Configure Credit and Collections Components
• Set Up Interest Rates for an Interest Code
• Waive, Reinstate, or Reverse Interest Fees
• Set Up and Manage Collection Letters
• Exercise - Set Up Credit and Collections in Finance
• Exercise - Create a Write-Off Journal for a Customer

Module 19: Process Credit and Collections in Dynamics 365 Finance

• Introduction
• Customer Account Statement
• Working with Collections
• Collections Coordinator Workspace
• Manage Customer Credit and Collections
• Credit Management
• Lab - Work with Credit and Collections

Module 20: Configure Accounts Payable in Dynamics 365 Finance

• Introduction
• Configure the Payment Schedule
• Configure Terms of Payment and Payment Days
• Configure Cash Discounts
• Set Up Payment Fees
• Create Vendor Groups
• Set Up Accounts Payable Posting Profiles
• Create Vendors
• Set Up Methods of Payment for Vendors
• Set Up Electronic Payment Formats
• Configure Accounts Payable Charges
• Configure and Use Positive Pay
• Lab - Configure Accounts Payable Components

Module 21: Perform Accounts Payable Daily Procedures in Dynamics 365 Finance

• Introduction
• Understand Invoice Types in Accounts Payable
• Record Vendor Invoices
• Process Accounts Payable Credit Memos
• Process Purchase Orders and Purchase Order Invoices
• Periodically Recurring Invoices
• Exercise - Record an Invoice
• Exercise - Record a Vendor Invoice That is Not Associated with a Purchase Order

Module 22: Work with Accounting Distributions, Invoice Validations and Settlements in Dynamics 365 Finance

• Introduction
• Settle Transactions and Undo Settlements
• Distribute Funds by Using Accounting Distributions
• Configure Invoice Validation Policies
• Three-Way Matching Policies
• Vendor Invoice Workflow
• Lab - Work with Accounting Distributions, Invoice Validations, and Settlements

Module 23: Set up and Use Intelligent OCR for Vendor Invoices in Dynamics 365 Finance

• Introduction
• Configuration Options
• Enable Automatic Vendor Invoice Prepayments
• Use Workflow and Product Match Receipts
• View Vendor Invoice Automation Results

Module 24: Get Started with Expense Management in Dynamics 365 Project Operations

• Introduction
• Plan Expense Management
• Intercompany Expenses
• Financial Management
• Per Diems
• Journals and Accounts
• Payment Methods
• Taxes
• Policies
• Expense Categories and Shared Categories
• Map Expense Categories to a Main Account

Module 25: Set Up and Configure Expense Management in Dynamics 365 Project Operations

• Introduction
• Expense Management Workspace
• Expense Management Parameters
• Expense Management Workflows
• Expense Report Policies and Per Diem Rules
• Evaluate Policies by Using Audit Workbench Cases
• Set Up Mileage Expense Options
• Intercompany Expenses
• Personal Expenses on an Expense Report
• Set Up Credit Card Transaction Processing and Import Credit Transactions
• Expense Receipt Processing
• VAT Recovery

Module 26: Set Up and Use Basic Budgeting Dynamics 365 Finance

• Introduction
• Plan for Basic Budgeting and Budget Control
• Budget Methodologies
• Basic Budgeting Overview
• Set Up Basic Budgeting
• Create and Manage Budget Register Entries
• Exercise - Create A Budget Register Entry
• Implement A Budget Register Workflow
• Use Workspace and Inquiry Pages to Track Budget Vs. Actuals
• Use Inquiries and Reports for Budget Analysis
• Exercise - Set Up Basic Budgeting Components

Module 27: Set up and Use Budget Control in Dynamics 365 Finance

• Budget Control Overview and Concept
• Set up Budget Control Parameters
• Budget Funds Available
• Budget Source Documents
• Budget Groups
• Activate Budget Control
• Exercise – Set up Budget Control Components

Module 28: Configure and Use Budget Planning in Dynamics 365 Finance

• Introduction
• Configure Budget Planning Components
• Exercise - Configure Budget Planning, Create, And Use A Planning Process

Module 29: Configure Fixed Assets Management in Dynamics 365 Finance

• Introduction
• Fixed Assets and Current Assets
• Accounting for Fixed Assets
• Relationships Between Fixed Assets Components
• Configure Fixed Assets Components
• Derived Books
• Enable Fixed Asset Integration
• Fixed Asset Transaction Options
• Demonstration - Create a Fixed Asset
• Lab - Work with Fixed Assets

Module 30: Set up and acquire fixed assets in Dynamics 365 Finance

• Introduction
• Life Cycle of a Fixed Asset
• Fixed Asset Management Workspace
• Fixed Assets Page
• Set Up Fixed Assets
• Create a Fixed Asset
• Activate a Stock Item
• Set Up Acquisitions
• Proposals
• Acquire Assets Through Procurement
• Estimate and Eliminate A Project to A Fixed Asset
• Manual and Automatic Methods to Create Fixed Assets
• Lab - Acquire A New Asset

Module 31: Manage fixed assets in Dynamics 365 Finance

• Introduction
• Asset Budgeting
• Transfer a Fixed Asset
• Set Up Fixed Asset Groups
• Split a Fixed Asset
• Update Fixed Asset Information
• Recalculate Replacement Costs and Insured Values for Fixed Asset Groups
• Fixed Assets Roll Forward Report

Module 32: Work with fixed asset deprecation and disposal in Dynamics 365 Finance

• Introduction
• Depreciation
• Dispose of And Lend Fixed Assets
• Sell A Fixed Asset by Using a Free Text Invoice
• Dispose of Fixed Assets as Scrap
• Exercise - Create a Depreciation Proposal

Microsoft Power Platform Functional Consultant PL200 Course Outline

Within this Microsoft training course, you will learn the following modules:

Module 1: Describe the Business Value of the Microsoft Power Platform

• Introduction
• Explore Microsoft Power Platform
• Describe the Business Value of the Power Platform
• Explore Connectors and Microsoft Dataverse
• Describe How Power Platform Works with Microsoft 365 Apps and Services
• Explore How Power Platform Works with Microsoft Teams
• Describe How Power Platform Works with Microsoft Dynamics 365 Apps
• Describe How Power Platform Solutions Consume Microsoft Azure Services
• Explore How Microsoft Power Platform Apps Work Together

Module 2: Get Started with Power Pages

• Introduction to Power Pages
• Get Started with Power Pages
• Core Tools and Components of Power Pages
• Overview of Power Pages Security
• Overview of Power Pages Extensibility

Module 3: Create and Use Analytics Reports with Power BI

• Introduction
• Use Power BI
• Building Blocks of Power BI
• Tour and Use the Power BI Service

Module 4: Manage Workspaces and Datasets in Power BI

• Introduction
• Distribute a Report or Dashboard
• Monitor Usage and Performance
• Recommend a Development Life Cycle Strategy
• Troubleshoot Data by Viewing its Lineage
• Configure Data Protection

Module 5: Create Tables in Dataverse

• Introduction to Microsoft Dataverse
• Table Characteristics
• Exercise - Create a Microsoft Dataverse Table
• Exercise - Import Data into your Microsoft Dataverse Database
• Table Relationships
• Exercise - Create Table Relationships
• Dataverse Logic and Security
• Exercise - Create a Custom Table and Import Data
• Dataverse Auditing
• Dual-Write Vs. Virtual Tables

Module 6: Manage Tables in Dataverse

• Identify Tables and Table Types in Dataverse
• Create a Custom Table
• Enable Attachments Within a Table
• Licensing Requirements for Each Table Type
• Lab - Create a New Custom Table and Enable Attachments

Module 7: Create and Manage Columns within a Table in Dataverse

• Define Columns in Microsoft Dataverse
• Column Types in Microsoft Dataverse
• Add a Column to a Table
• Create a Primary Name Column
• Restrictions That Apply to Columns in a Table
• Create an Auto Numbering Column
• Create an Alternate Key
• Exercises

Module 8: Create a Relationship Between Tables in Dataverse

• Relate One or More Tables - Introduction
• Relationship Types That are Available in Microsoft Dataverse
• Create a One-To-Many Relationship Between Tables
• Create a Many-To-Many Relationship Between Tables
• Edit or Delete Relationships
• Exercise - Create Two Tables and Relate Them by Using a One-To-Many Relationship

Module 9: Working with Choices in Dataverse

• Define Choice Column
• Standard Choices Column
• Lab - Create a New Choice or Modify an Existing Choice

Module 10: Get Started with Security Roles in Dataverse

• Introduction to Environment Roles
• Understand Environment Roles
• Adding or Disabling an Environment User
• Understand Security Concepts in Dataverse
• Understand User Security Roles and Security Role Defaults
• Exercise - Create A Custom Role
• Check the Roles That a User Belongs To
• Configure Dataverse Teams for Security
• Configure Dataverse Group Teams for Security

Module 11: Use Administration Options for Dataverse

• Introduction to Microsoft Power Platform Admin Center Portal
• Use Microsoft Power Platform Admin Center Portal
• Tenant Storage Capacity
• Advanced Customisation Options in Power Apps Portal
• Enable and Disable Auditing

Module 12: Manage Dynamics 365 Model-driven App Settings and Security

• Introduction
• Configure Role-Based Security
• Manage Teams and Business Units
• Explore Settings and Customisations
• Knowledge Check
• Exercise - Create A New Security Role

Module 13: Introduction to Microsoft Power Platform Security and Governance

• Introduction
• Identify Microsoft Power Platform Environments
• Data Loss Prevention Policies
• Microsoft Power Platform Center of Excellence Starter Kit
• Exercise - Create a Power Platform Environment

Module 14: Get Started with Model-driven Apps in Power Apps

• Introducing Model-Driven Apps
• Components of Model-Driven Apps
• Design Model-Driven Apps
• Exercise
• Exercise - Control Security When Sharing Model-Driven Apps
• Exercise - Create a Model-Driven App

Module 15: Configure Forms, Charts, and Dashboards in Model-driven Apps

• Forms Overview
• Form Elements
• Configure Multiple Forms
• Use Specialised Form Components
• Configure Views Overview
• Configure Grids
• Create and Edit Views
• Configure Charts Overview
• Dashboards Overview
• Use Interactive Streams and Tiles

Module 16: Get Started with Power Apps Canvas Apps

• Introduction to Power Apps
• Power Apps Building Blocks
• Exercise - Create Your First App in Power Apps
• Ways to Build Power Apps
• Power Apps Related Technologies
• Additional Power Apps Related Technologies
• Designing a Power Apps App

Module 17: Connect to Other Data in a Power Apps Canvas App

• Overview of the Different Data Sources
• Work with Action-Based Data Sources
• Power Automate is a Companion to Power Apps

Module 18: How to Build the UI in a Canvas App in Power Apps

• Use Themes to Quickly Change the Appearance of your App
• Branding a Control
• Icons
• Images
• Personalisation
• Using the Tablet or Phone Form Factors
• Exercise - Create UI for a New Canvas App

Module 19: Manage Apps in Power Apps

• Exercise - Manage App Versions in Power Apps
• Exercise - Share Apps in Power Apps
• Exercise - Understand Environments in Power Apps
• Power Apps Review

Module 20: Build your First App with Power Apps and Dataverse for Teams

• Introduction
• Create your First App with the Hero Template
• Customise your App with Power Apps Studio
• Publish your App
• Install Template Apps

Module 21: Access Dataverse in Power Pages Websites

• Introduction
• Use Lists to Display Multiple Dataverse Records
• Use Forms to Interact with Dataverse Data
• Exercise - Use the List and Form Components

Module 22: Authentication and User Management in Power Pages

• Introduction
• Power Pages Authentication Settings
• User Registration in Power Pages
• Authentication Management for Power Pages Users
• Power Pages Authentication Providers
• Exercise - Use an Invitation to Register Users

Module 23: Power Pages Maintenance and Troubleshooting

• Introduction
• Power Pages Website Maintenance
• Power Pages Website Troubleshooting
• Exercise - Run the Portal Checker

Module 24: Define and Create Business Rules in Dataverse

• Define Business Rules - Introduction
• Define the Components of a Business Rule
• Create a Business Rule
• Exercise - Create a Business Rule

Module 25: Get Started with Power Automate

• Introducing Power Automate
• Exercise - Create Your First Flow
• Exercise - Create Recurring Flows
• Exercise - Monitor Incoming Emails
• Exercise - Share Flows
• Troubleshoot Flows

Module 26: Use the Admin Center to Manage Environments and Data Policies in Power Automate

• Administer Flows
• Export and Import Flows
• Learn How to Distribute Button Flow

Module 27: Use Dataverse Triggers and Actions in Power Automate

• Introduction
• Dataverse Triggers
• Use Triggers
• Work with Dataverse Actions

Module 28: Extend Dataverse with Powee Automate

• Introduction
• Set Up a Flow and Configure its Trigger
• Email Dataverse Record
• Add To-Do Items
• Test and Run your Flow

Module 29: Introduction to Expressions in Power Automate

• Introduction to Expressions
• Get Started with Expressions
• Notes Make Things Easier
• Types of Functions
• Write Complex Expressions
• Exercise - Creating a Manual Flow and Using Expressions

Module 30: Build your First Power Automate for Desktop Flow

• Introduction
• Set Up the Environment
• Explore Power Automate for Desktop
• Create Your First Power Automate for Desktop Flow
• Record Power Automate for Desktop Actions
• Edit and Test Recorded Actions

Module 31: Run a Power Automate for Desktop Flow in Unattended Mode

• Introduction
• Set Up an Unattended Desktop Flow
• Create a New Cloud Flow That Calls an Existing Flow in Unattended Mode
• Perform a Test Run
• Best Practices

Module 32: Optimise your Business Process with Process Advisor

• Introduction
• Get Familiar with Process Advisor
• Create Your First Recording
• Edit Recordings and Group Actions
• Analyse Recordings and Interpret Results
• Automation Recommendations

Module 33: Get Started with Power Virtual Agents Bots

• Introduction
• Get Started Working with Environments
• Create Bots and Work with the Power Virtual Agents Interface
• Create Topics
• Test Bots
• Publish Bots and Analyse Performance
• Exercise - Build your First Chatbot

Module 34: Enhanced Power Virtual Agents Bots

• Introduction
• Use Power Automate to Add Actions
• Transfer Conversations to Agents by Using Omnichannel for Customer Service
• Create Topics for Existing Support Content
• Analyse Bot Performance

Module 35: Manage Topics in Power Virtual Agents

• Introduction
• Work with Bot Topics
• Branch a Topic
• System Topics
• Create Topics for Existing Support Content
• Work with System Fallback Topics
• Manage Topics

Module 36: Manage Power Virtual Agents

• Introduction
• Environments in Power Virtual Agents
• Bot Topics Permissions
• Bot Entities and Flow Permissions
• Monitor and Diagnose
• Administer and Manage
• Export and Import Bots
• Authentication

Module 37: Get Started Building with Power BI

• Introduction
• Use Power BI
• Building Blocks of Power BI
• Tour and Use the Power BI Service

Module 38: Get Data with Power BI Desktop

• Overview of Power BI Desktop
• Explore Power BI Desktop
• Connect to Data Sources
• Get Data from Excel
• Transform Data to Include in a Report
• Combine Data from Multiple Sources
• Clean Data to Include in a Report

Module 39: Model Data in Power BI

• Introduction to Modeling your Data
• How to Manage your Data Relationships
• Create Calculated Columns
• Optimise Data Models
• Create Measures
• Create Calculated Tables
• Explore Time-Based Data

Module 40: Use Visuals in Power BI

• Introduction to Visuals in Power BI
• Create and Customise Simple Visualisations
• Create Slicers
• Map Visualisations
• Matrices and Tables
• Create Scatter, Waterfall, and Funnel Charts
• Modify Colors in Charts and Visuals
• Page Layout and Formatting

Module 41: Explore Data in Power BI

• Introduction to the Power BI Service
• Quick Insights in Power BI
• Create and Configure A Dashboard
• Ask Questions of your Data with Natural Language
• Create Custom Q&A Suggestions
• Share Dashboards with your Organisation
• Display Visuals and Tiles in Full Screen
• Edit Tile Details and Add Widgets
• Get More Space on Your Dashboard

Module 42: Publish and Share in Power BI

• Introduction to Using Workspaces
• Publish Power BI Desktop Reports
• Print and Export Dashboards and Reports
• Introducing Power BI Mobile
• Create Workspaces in Power BI
• Build Apps
• Use Apps
• Integrate Onedrive for Business with Power BI
• Publish to Web

Module 43: Manage Solutions in Power Apps and Power Automate

• Introduction
• Add and Remove Apps, Flows, And Entities in a Solution
• Edit a Solution-Aware App, Flow, And Table
• Exercise - Import and Export Solutions
• Build and Deploy a Complex Solution with Flows, Apps, and Entities
• Automate Solution Management

Module 44: Load/Export Data and Create and Data Views in Dataverse

• View Data in a Table
• Create or Edit Views of Data in a Table
• Load Data into a Table
• Export Data from a Table
• Add, Update, or Delete Data in a Table by Using Excel
• Import Data Using Power Query
• Generate a New Dataflow from an Excel Template
• Dataflow and Azure Integration

Module 45: Get Started with AI Builder

• Introduction to AI Builder
• Choose an AI Capability
• Create your First Model
• Ways to Use Your Models

Module 46: Manage Models in AI Builder

• Model Lifecycle
• Manage Model Versions
• Share your Models

Module 47: Use AI Builder in Power Automate

• Introduction to AI Builder Usage in Power Automate
• AI Builder in Power Automate Saves Time
• Exercise - Use AI Builder Actions in Power Automate
• Advanced Usage of AI Builder in Power Automate

Module 48: Functional Consultant Skills

• Introduction
• Create Entity Relationship Diagrams
• Create and Document Mock-Ups
• Document Functional Requirements and Artifacts
• Complete Fit-Gap Analysis
• Discuss Stakeholder Management Responsibilities
• Understand Industry Accelerators
• Define Application Lifecycle Management
• Participate in Testing
• Evaluate Options
• Define Connectors
• Understand Power Apps Component Framework

Module 49: Solution Architect Series: Plan Application Lifecycle Management for Power Platform

• Introduction
• Key Considerations for ALM
• Solutions
• Configuration and Reference Data
• Release Process
• ALM With Azure Devops

Microsoft Power Apps for End Users 55265AC Course Outline

Module 1: Introduction to PowerApps

• What is PowerApps?
• Benefits of Apps
• How to Get PowerApps
• Canvas Apps and Model-Driven Apps
• License Options and Costs
• Discover PowerApps with Templates

Lab: Introduction to PowerApps

Module 2: Getting Started with PowerApps

• Building a New App from a Data Source
• Add, Edit, and Remove Controls
• Intro to Formulas
• Testing an App
• App Settings
• Publish and Share Apps
• Version History and Restore
• PowerApps Mobile App

Lab: Getting Started

Module 3: Branding and Media

• Less is More
• Duplicate Screens
• Fonts
• Screen Colours and Matching Colours
• Screen Backgrounds
• Buttons and Icons
• Hide on Timer
• Size and Alignment by Reference
• Show and Hide on Timer

Lab: Branding and Media

Module 4: PowerApps Controls

• Text Controls for Data Entry, and Display
• Controls - Drop Downs, Combo Box, Date Picker, Radio Button
• Forms - Add and Edit Data in Underlying Data Sources Quickly
• Charts - Present Information in Pie, Line, and Bar Charts

Lab: Build Apps from Blank

Module 5: Data Sources and Logic

• Data Storage and Services
• How do I Decide which Database to Use?
• Connect to On-Premises Data - Gateway
• What is Delegation?
• Specific Data Examples
• Displaying Data

Lab: Data Source and Logic

Module 6: Model-Driven Apps

• What is a Model-Driven App?
• Where will My Data be Stored?
• How do Create a Model-Driven App
• Canvas Vs Model-Driven Summary

Lab: Model-Driven App

Module 7: PowerApp Integration

• Embed PowerApps in Teams
• Embed PowerApps in SharePoint Online
• Start a Flow from a PowerApp

Lab: PowerApp Integration

Module 8: Administration and Maintenance of PowerApps

• Identify which Users have been Using Powerapps
• Reuse an App in Another Location (Move from Testing or Development to Production)
• Review App Usage
• Prevent a User from Using Powerapps
• Manage Environments

Lab: Administration and Maintenance

Microsoft Dynamics 365 Customisation and Configuration M55242​ Course Outline

Module 1: Introduction

• Versions of Dynamics 365 And the Dynamics 365 Framework
• The Function of Devices, Apps, And Hubs
• An Overview of Solutions and The Differences Between Organizations and Environments

Module 2: Initial Setup and Configuration

• Using the Dynamics 365 Admin Center and Power Platform Admin Center
• Configuring System Settings, Including Auto Save, Format, And Email Settings
• Integrating with Skype, SharePoint, And OneNote
• Setting Up Auditing Features

Module 3: Security

• Designing and Configuring Business Units
• Setting Up Security Roles, Users, And Teams
• Implementing Access Teams and Hierarchy Security

Module 4: Creating and Managing Entities

• Understanding Different Entity Types
• Creating Custom Entities and Managing Entity Properties
• Configuring Entity Security

Module 5: Customising Fields

• Using Calculated and Rollup Fields
• Configuring Field-Level Security
• Creating Business Rules for Field Validation

Module 6: Customising Relationships and Mappings

• Reviewing Relationship Types, Such As 1-To-Many and Many-To-Many
• Implementing Hierarchical Relationships and Configuring Field Mappings

Module 7: Customizing Forms, Views, And Visualizations

• Customizing Various Form Types: Main, Quick View, And Quick Create
• Creating and Customizing Different View Types
• Building Charts and Dashboards

Module 8: Unified Client Interface (UCI)

• Configuring UCI Apps Using the App Designer and Sitemap Designer

Module 9: Processes

• Creating and Maintaining Workflows
• Designing Business Process Flows
• Utilizing Custom Actions

Module 10: Solution Management

• Understanding Managed and Unmanaged Solutions
• Exporting, Importing, and Updating Solutions
• Managing Solution Versions Through Cloning

Microsoft Dynamics 365 Business Central Developer (MB-820) Training Course Outline

Module 1: Get started with Microsoft Dynamics 365 Business Central

• Start your Free Dynamics 365 Business Central Trial
• Introduction to the capabilities of Microsoft Dynamics 365 Business Central
• Customise Microsoft Dynamics 365 Business Central

Module 2: Use Application Development Best Practices in Microsoft Dynamics 365 Business Central

• Introduction to Application Types in Business Central
• Understand the Process of Bringing an App to AppSource in Business Central
• Consider Application Monetisation Responsibilities in Business Central
• Implement SaaSification Techniques in Business Central
• Prepare for an Easy Application Upgrade Experience in Business Central
• Learn about Application Performance and Monitoring in Business Central
• Implement Test Automation Techniques in Business Central

Module 3: Deploy and Configure Microsoft Dynamics 365 Business Central

• Administer Dynamics 365 Business Central online
• Create New Companies in Business Central
• Migrate Data to Business Central
• Migrate on-Premises Data to Dynamics 365 Business Central
• Manage Users and Implement Security in Dynamics 365 Business Central
• Set up Email in Dynamics 365 Business Central
• Integrate Dynamics 365 Business Central with Outlook
• Integrate Dynamics 365 Business Central with Teams
• Create Workflows in Dynamics 365 Business Central
• Use Approval Workflows in Dynamics 365 Business Central

Module 4: Discover the Foundation of Customising Microsoft Dynamics 365 Business Central

• Introduction to the Development Environment for Dynamics 365 Business Central
• Work with Tables in Dynamics 365 Business Central
• Extend and Modify an Existing Table in Dynamics 365 Business Central
• Work with Pages in Dynamics 365 Business Central
• Extend and Modify an Existing Page in Dynamics 365 Business Central
• Work with Entitlements and Permission Sets in Dynamics 365 Business Central
• Introduction to Integrating Dataverse with Dynamics 365 Business Central
• Debug and Deploy your Extension in Dynamics 365 Business Central

Module 5: Build Reports for Microsoft Dynamics 365 Business Central

• Introduction to Report Components in Dynamics 365 Business Central
• Use the Report Design Process in Dynamics 365 Business Central
• Design the Data Model of a Report in Dynamics 365 Business Central
• Add a Layout to a Report in Dynamics 365 Business Central
• Complete the Report Request Page in Dynamics 365 Business Central
• Add Reports to Tell Me and Substitute a Report in Dynamics 365 Business Central
• Use Report Triggers, Functions, and Processing-Only Reports in Dynamics 365 Business Central
• Implement Multilingual Reports in Dynamics 365 Business Central
• Work with Reports in Dynamics 365 Business Central
• Analyse List Data using Data Analysis Mode in Business Central
• Extend Reports in Dynamics 365 Business Central

Module 6: Learn the Application Foundation with the AL Programming Language for Microsoft Dynamics 365 Business Central

• Introduction to the Basics of AL Programming in Dynamics 365 Business Central
• Learn the AL Statements in Dynamics 365 Business Central
• Work with AL Built-in Functions in Dynamics 365 Business Central
• Handle Errors by using Application Language in Dynamics 365 Business Central
• Create Custom Procedures in Dynamics 365 Business Central
• Work with Code Units in Dynamics 365 Business Central
• Use Events and Triggers in Dynamics 365 Business Central
• Implement Interfaces in Dynamics 365 Business Central
• Manipulate Data by Using Code in Dynamics 365 Business Central
• Manage Multilanguage Development in Dynamics 365 Business Central

Module 7: Learn about the Data Management Foundation in Microsoft Dynamics 365 Business Central

• Introduction to the Basics of File Management in Dynamics 365 Business Central
• Work with XMLports in Dynamics 365 Business Central
• Work with Queries in Dynamics 365 Business Central

Module 8: Interface with Microsoft Dynamics 365 Business Central

• Work with Web Services in Dynamics 365 Business Central
• Work with the API in Dynamics 365 Business Central
• Access REST Services from within Dynamics 365 Business Central
• Use Azure Functions with Dynamics 365 Business Central
• Build Control Add-In Objects in Dynamics 365 Business Central
• Use AL-Controlled Barcode Scanning in Dynamics 365 Business Central

Module 9: Tailor Roles and Design the UI for Microsoft Dynamics 365 Business Central

• Set up Onboarding Experiences in Dynamics 365 Business Central
• Develop a Role Centre in Dynamics 365 Business Central
• Build an Assisted Setup in Dynamics 365 Business Central
• Send Notifications in Dynamics 365 Business Central
• Customise the UI Experience in Dynamics 365 Business Central

Module 10: Work with Essential Development Standards for Microsoft Dynamics 365 Business Central

• Identify Functional Table Types and Characteristics in Dynamics 365 Business Central
• Implement the Data Process Model in Dynamics 365 Business Central
• Work with Master Data in Dynamics 365 Business Central
• Use Document Standards in Dynamics 365 Business Central

Module 11: Work with Source Control using Git in Visual Studio Code for Business Central

• Configure Git
• Compare and Contrast Local and Remote Repositories
• Use the .Gitignore File
• Add and Remove Files in Git
• Get the Status of your Git Repository
• Use a Remote Git Repository
• Clone a Remote Git Repository
• Work with a Remote Git Repository
• Exercise - Source Control with Git

Module 12: Continuous Integration with Azure DevOps for Microsoft Dynamics 365 Business Central

• Use Application Lifecycle Management for Business Central
• Work with Source Control using Git in Visual Studio Code for Business Central
• Use Branching and Merging with Git for Business Central
• Use Docker in your Business Central Development Process
• Introduction to Test Automation in Business Central
• Use Azure Pipelines for CI/CD with Business Central
• Work with Azure Boards for Project Management in Business Central

Module 13: Develop using Power Apps and Power Automate for Dynamics 365 Business Central

• Introduction to Microsoft Power Platform and Business Central
• Create a Canvas App Based on Business Central Data
• Use Power Automate with Business Central
• Use Model-Driven Apps and Dataverse with Business Central
• Create a Custom Connector to Extend Microsoft Power Platform functionalities with Business Central

Configure Dynamics 365 Customer Experience Model-Driven Apps MB-280 Training Course Outline

Module 1: Create and Manage Environments in Dataverse

• Environments in Microsoft Dataverse
• Developer Environments
• Create and Manage an Environment
• Create an Instance of a Microsoft Dataverse Database
• Add Users and Roles Within an Environment
• Manage Settings in an Environment
• Environment Operations

Module 2: Create Tables in Dataverse

• Introduction to Microsoft Dataverse
• Table Characteristics
• Exercise - Create a Microsoft Dataverse Table
• Exercise - Import Data into your Microsoft Dataverse Database
• Table Relationships
• Exercise - Create Table Relationships
• Dataverse Logic and Security
• Exercise - Create a Custom Table and Import Data
• Dataverse Auditing
• Dual-Write Vs. Virtual Tables

Module 3: Manage Tables in Dataverse

• Identify Tables and Table Types in Dataverse
• Create a Custom Table
• Enable Attachments Within a Table
• Licensing Requirements for Each Table Type
• Exercise - Create a New Custom Table and Enable Attachments

Module 4: Create and manage columns within a table in Dataverse

• Define Columns in Microsoft Dataverse
• Column Types in Microsoft Dataverse
• Add a Column to a Table
• Primary Column
• Restrictions That Apply to Columns in a Table
• Create an Auto Numbering Column
• Create an Alternate Key
• Exercises

Module 5: Work with Choices in Dataverse

• Define Choice Column
• Choice Columns
• Standard Choices Column
• Exercise - Create a New Choice or Modify an Existing Choice

Module 6: Load/Export Data and Create Data Views in Dataverse

• View Data in a Table
• Create or Edit Views of Data in a Table
• Dataverse Data Import Options
• Load Data into a Table
• Dataverse Data Export Options
• Export
• Add, Update, or Delete Data in a Table by Using Excel
• Import Data Using Power Query

Module 7: Connect to Other Data in a Power Apps Canvas App

• Overview of the Different Data Sources
• Work with Action Data
• Power Automate Is a Companion to Power Apps

Module 8: Create a Relationship Between Tables in Dataverse

• Relate One or More Tables - Introduction
• Relationship Types that are Available in Microsoft Dataverse
• Create a one-to-many Relationship Between Tables
• Create a Many-To-Many Relationship Between Tables
• Edit or Delete Relationships
• Exercise - Create Two Tables and Relate Them by Using a One-To-Many Relationship

Module 9: Define and Create Business Rules in Dataverse

• Define Business Rules - Introduction
• Define the Components of a Business Rule
• Create a Business Rule
• Exercise - Create a Business Rule

Module 10: Create and Define Calculation or Rollup Columns in Dataverse

• Introduction to Roll Up Columns
• Create a Rollup Column
• Introduction to Calculated Columns
• Create a Calculation Column
• Exercise - Create a Rollup Column
• Exercise - Create a Calculated Column
• Introduction to Power Fx Formula Columns

Module 11: Customise the Command Bar

• Introduction
• Create or Edit Modern Commands
• Work with Classic Commands
• Use Power Fx
• Exercise - Customize the Command Bar

Module 12: Common Command Bar Scenarios

• Introduction
• Scenario - Duplicate a Row
• Scenario - Use Multiple Data Sources
• Scenario - Use Data Source and Record Information
• Scenario - Notify and Confirm
• Exercise - Launch an External Site and Navigate to Views

Module 13: Advanced Command Bar Concepts

• Introduction
• Command Bar Application Lifecycle Management
• Understand Autosave
• Using Javascript For Commands
• Command Scope
• Exercise - Use Custom Pages with Commands

Module 14: Visualise Data with Dataverse Views

• Introduction
• Create and Edit Views in Power Apps Maker Portal
• Exercise - Add Columns to a View
• Filter and Sort Data for Dataverse Views
• Exercise - List Your Accounts

Module 15: Use Power Query to Load Data in Dataverse

• Introduction
• Import Static Data by Using Power Query
• Exercise – Add New Accounts from A Text File
• Import Dynamic Data by Using Power Query
• Exercise – Transfer an Attendee List to a Contact Table

Module 16: Use Microsoft Word and Excel Templates with Dataverse

• Introduction
• Create a Dynamic Word Template
• Exercise – Create a Work Order Template
• Create a Dynamic Excel Template
• Exercise – Create a Sales Forecasting Template

Module 17: Export Data from Dataverse and Use Microsoft Excel to Edit Records

• Introduction
• Export Data to Excel
• Exercise - Create an Editable Excel File for Bulk Validation
• Edit and Update Data in Excel
• Exercise - Edit Account Information in Excel and Visualize Updates in Dataverse

Module 18: Use Azure and External Tools to Manipulate Data

• Introduction
• Use Dataverse Community Tools for Data Manipulation
• Review Power BI Integration with Dataverse

Introduction to Microsoft Dynamics 365 55250A Training Course Outline

Module 1: Introduction

• What is Dynamics 365?
• Benefits of Dynamics 365
• Sales Apps and Hubs
• Customer Service Apps and Hubs
• Marketing App
• Dynamics 365 and PowerApps
• Web Interface
• Outlook Interface
• Lists and Grids
• Forms
• Look ups and Related Records
• Where to get Help
• Further reading and resources
• Lab: Setting up your lab environment
• Lab: Dynamics 365 Orientation

Module 2: Records, Activities and Personal Options

• Records and Relationships
• Activities
• Timeline Control
• Relationship Assistant
• Connections
• Setting your Personal Options
• Lab: Set Personal Options
• Lab: Working with Activities

Module 3: Performing Work in Dynamics 365

• Working with data and records
• Security considerations
• System Views and Personal Views
• Creating a Record
• Editing an existing Record
• Deleting a Record
• Related Records
• Reassigning a Record to a new Owner
• Sharing a record with another User or Team
• Performing operations on multiple Records
• Lab: Managing Records
• Lab: Create a Personal View

Module 4: Searching in Dynamics 365

• Introduction to searching in Dynamics 365
• Global Search
• Quick Find
• Advanced Find
• Lab: Using Global Find
• Lab: Using Quick Find
• Lab: Using Advanced Find

Module 5: Reports, Charts and Dashboards

• Introduction to Reports, Charts and Dashboards
• Default Reports
• Reporting Wizard
• Working with Charts
• Working with Dashboards
• Lab: Create a custom Report
• Lab: Explore the Charts
• Lab: Explore the Dashboards

Introduction to AL Programming in Dynamics 365 Business Central Training Course Outline

Module 1: Introduction to AL

• Introduction
• Get Started with Application Language

Module 2: Work With Identifiers, Syntax, and Variables

• Introduction
• Protected Variables
• Guidelines for Placing AL Code
• Reusing Code

Module 3: Discover Intrinsic Data Types

• Introduction
• Fundamental Data Types
• Complex Data Types

Module 4: Options, Enums, and Working with Collections

• Introduction to Options and Enums
• Introduction to Collection
• Arrays
• Lists
• Dictionary

Module 5: Use Assignments and Type Conversions

• Introduction to Use Assignments and Type Conversions

Module 6: Define Different Expression Types

• Introduction
• Unary Operators
• String Operators
• Arithmetic Operators
• Relational Expressions
• Logical Expressions
• Boolean Expressions