MB-920 Microsoft Dynamics 365 Fundamentals (ERP)

Doelgroep

People in different roles and at various stages in their careers can benefit from this fundamentals course. This includes business stakeholders and others who want to be exposed to the finance and operations capabilities of Dynamics 365, students, recent graduates, and people changing careers who want to leverage Dynamics 365 to move to the next level.

Inhoud training

Describe the finance and operations apps

This module discusses the general capabilities of the Microsoft Dynamics 365 suite of finance and operations apps, including use cases and descriptions of the user interfaces.

By the end of this module, you'll be able to:

• Describe enterprise resource planning (ERP).
• Describe use cases for finance and operations apps.
• Describe the finance and operations apps user interfaces.

Describe reporting and integration capabilities in finance and operations apps

This module discusses the general capabilities of the finance and operations apps, including built-in reporting and integration with other Microsoft products such as Microsoft Excel, Microsoft Word, Power BI, and Microsoft Power Platform.

By the end of this module, you'll be able to:

• Describe built-in reporting capabilities.
• Describe options for analyzing data.
• Describe options for working with data in Microsoft Office.
• Describe integration capabilities with Microsoft Power Platform.
• Describe business events.

Describe Dynamics 365 Finance core capabilities

This module introduces you to the core capabilities of Dynamics 365 Finance, including a discussion of legal entities, number sequence functionality, the approach for managing regional tax reporting requirements, and cost accounting concepts.

By the end of this module, you'll be able to:

• Describe Finance capabilities, features, and use cases.

• Describe organization and legal entities.

• Describe number sequence functionality.

• Describe Finance tax capabilities.

• Describe cost accounting concepts.

Describe the general ledger in Dynamics 365 Finance

This module introduces you to the chart of accounts and financial dimensions. You also look at periodic financial processes, such as financial period closes, year-end 1099 reporting, and financial consolidation.

By the end of this module, you'll be able to:

• Describe chart of accounts, including main accounts and classification.
• Describe financial dimensions and dimension set concepts.
• Describe periodic financial processes.
• Describe journaling concepts.

Describe accounts payable and accounts receivable in Dynamics 365 Finance

This module introduces you to the chart of accounts and financial dimensions. You also look at periodic financial processes, such as financial period closes, year-end 1099 reporting, and financial consolidation.

By the end of this module, you'll be able to:

• Describe core accounts payable components, including vendors, purchase orders, and vendor invoices.
• Describe vendor payments and settlements, including three-way matching concepts.
• Describe core accounts receivable components, including customers, customer invoices, and free text invoices.
• Describe credit and collection processes.
• Describe revenue recognition.

Explore expense management, fixed asset management, and budgeting in Dynamics 365 Finance

This module introduces you to the chart of accounts and financial dimensions. You also look at periodic financial processes, such as financial period closes, year-end 1099 reporting, and financial consolidation.

By the end of this module, you'll be able to:

• Describe cash and bank management concepts.
• Describe expense management, including cash advances.
• Describe fixed asset management and fixed asset creation, acquisition, and depreciation.
• Describe budgeting capabilities.

Describe the general capabilities of Dynamics 365 Supply Chain Management

This module introduces learners to the core capabilities of Dynamics 365 Supply Chain Management, and discusses warehouse and inventory management and manufacturing.

After completing this module, you will be able to:

• Describe product master records and product variants.

• Describe trade agreements and discounts.

• Describe the procure-to-pay process.

• Describe the order-to-cash process.

Describe warehouse and inventory management capabilities in Dynamics 365 Supply Chain Management

This module discusses the capabilities of Microsoft Dynamics 365 Supply Chain management used to control the day-to-day operations of a warehouse, including costing methods, warehouse configuration options and inventory management.

After completing this module, you will be able to:

• Describe costing methods, including standard costing, weighted averages, last in, first out (LIFO), and first in, first out (FIFO).
• Describe use cases for Warehouse Management Systems (WMS) and warehouse configuration options, including layout, stocking limits, and location profiles.
• Describe purchase orders, item arrival journals, and cross-docking
• Describe inventory concepts, including reservations, picking, and packing, replenishment, shipments, counting, and inventory on-hand.
• Describe transportation management.

Describe manufacturing strategies in Dynamics 365 Supply Chain Management

This module discusses the capabilities of Microsoft Dynamics 365 Supply Chain management used to control the day-to-day operations of a warehouse, including costing methods, warehouse configuration options and inventory management.

After completing this module, you will be able to:

• Describe manufacturing types.
• Describe manufacturing strategies, including make-to-order (MTO), make-to-stock (MTS), and configure-to-order (CTO).
• Describe item tracking and tracing processes.
• Describe tools that you can use to manage shop floors.
• Describe master planning.

Describe Dynamics 365 Commerce capabilities

This module introduces you to the core capabilities of Microsoft Dynamics 365 Commerce including channel management, distributed order management, and product assortments.

After completing this module, you will be able to:

• Describe Commerce capabilities.
• Describe Commerce channels and channel management concepts.
• Describe distributed order management (DOM).
• Describe pricing and discounts.
• Describe product hierarchies and assortments.
• Describe e-commerce capabilities.

Describe Dynamics 365 Commerce clienteling capabilities and Dynamics 365 Fraud Protection

Learn about how Commerce can help organizations provide personalized and targeted shopping experiences in both business-to-business (B2B) and business-to-consumer (B2C) models.

After completing this module, you will be able to:

• Describe loyalty and clienteling concepts.
• Describe how Commerce uses Dynamics 365 Customer Insights.
• Describe how Fraud Protection reduces fraudulent activities in the system.

Describe Dynamics 365 Human Resources core capabilities

Describe Dynamics 365 Human Resources core capabilities

After completing this module, you'll be able to:

• Describe use cases for Human Resources.
• Describe workers and positions.
• Describe the hire-to-retire process.
• Describe compensation and benefits capabilities.
• Describe leave and absence capabilities.
• Describe compliance features.

Describe personnel management capabilities in Dynamics 365 Human Resources

This learning path introduces learners to the Dynamics 365 Human Resources application. Learn about core human resources capabilities as compensation and benefits, compliance management, performance management and personnel management.

After completing this module, you will be able to:

• Describe self-service capabilities.
• Describe leave and absence capabilities.
• Describe employee training and certification features.

Identify project life cycle management capabilities in Dynamics 365 Project Operations

This learning path introduces learners to the Dynamics 365 Human Resources application. Learn about core human resources capabilities as compensation and benefits, compliance management, performance management and personnel management.

After completing this module, you will be able to:

• Describe Project Operations capabilities.
• Describe project-based services and project types.
• Describe how Project Operations supports different industries.
• Describe the project life cycle.
• Describe project sales capabilities.
• Describe project contract capabilities.
• Describe project pricing capabilities.
• Describe project purchase orders.

Describe the project planning and execution capabilities of Dynamics 365 Project Operations

This learning path introduces learners to the Dynamics 365 Human Resources application. Learn about core human resources capabilities as compensation and benefits, compliance management, performance management and personnel management.

After completing this module, you will be able to:

• Describe project planning capabilities.
• Describe project scheduling and resourcing.
• Describe project budget capabilities.
• Describe the work breakdown structure.
• Describe project invoicing capabilities.
• Describe project cost tracking capabilities.

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