Course Summary
Whether you are a business stakeholder, functional consultant at the start of your career or a student, jump-start your career by validating your skills with the Dynamics 365 fundamentals (ERP) certification.
Participating this training will demonstrate a broad understanding of Dynamics 365 finance and operations apps – specifically, how business operations and finance teams can leverage the power of this solution to achieve new levels of efficiency and effectiveness across the enterprise.
The Microsoft Certified: Dynamics Fundamentals (ERP) certification could be a great fit for you if you’d like to:
• Validate your understanding of the fundamentals of the platform.
• Demonstrate your broad understanding of the applications of Dynamics 365.
• Highlight your understanding of how Dynamics 365 can integrate with an array of applications and show a deeper understanding of business finance and operations.
• Solidify your understanding of basic solution capabilities before advancing to deeper levels of specialty.
Describe Dynamics 365 Supply Chain Management (20–25%)
• Describe Supply Chain Management core capabilities
• Describe Supply Chain Management capabilities and features
• Describe the order-to-cash process
• Describe the procure-to-pay process
• Describe products and released products
• Describe product master records, product variants, and product dimensions
• Describe pricing and discounts in relation to trade agreements
• Describe picking, packing, and reserving inventory
• Describe manufacturing strategies
• Describe lean, discrete, and process manufacturing
• Describe bills of materials (BOMs), routes, and operations as they relate to production orders
• Describe shop floor management
• Describe master planning
• Describe inventory and warehousing capabilities
• Describe costing methods
• Describe on-hand inventory capabilities
• Describe inventory reservations, picking and packing, replenishment, and shipments
• Describe use cases for Warehouse Management Systems (WMS)
• Describe use cases for Transportation Management Systems (TMS)
• Describe Dynamics 365 Finance (20–25%)
• Describe Finance core capabilities
• Describe Finance capabilities and features
• Describe organization and legal entities
• Describe tax capabilities
• Describe general ledgers
• Describe charts of accounts including main accounts, balance sheets, and income statements
• Describe journaling concepts
• Describe financial dimensions and dimension sets concepts
• Describe periodic financial processes
• Describe accounts payables and accounts receivables
• 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 expense management, fixed asset management, and budgeting
• Describe cash and bank management concepts
• Describe expense management capabilities
• Describe fixed asset management capabilities
• Describe budgeting capabilities
Describe Dynamics 365 Commerce (10–15%)
• Describe Commerce core capabilities
• Describe Commerce channels
• Describe channel management concepts
• Describe product hierarchies and assortments
• Describe retail pricing and discounts
• Describe e-commerce capabilities, including business-to-business (B2B) and business-to-customer (B2C)
• Describe Commerce clienteling and Dynamics 365 Fraud Protection
Describe customer loyalty concepts
• Describe how to create personalized customer using clienteling
• Describe how Fraud Protection reduces fraudulent activities
Describe Dynamics 365 Human Resources (10–15%)
• Describe Human Resources core capabilities
• Describe workers and positions
• Describe the hire-to-retire process
• Describe leave and absence capabilities
• Identify integration options between Human Resources and LinkedIn
• Describe compensation and benefits capabilities
• Describe personnel management capabilities
• Describe self-service capabilities
• Describe employee training and certification features
• Describe performance management capabilities
Describe Dynamics 365 Project Operations (10–15%)
• Describe Project Operations capabilities
• Describe project-based services and project types
• Describe project sales capabilities
• Describe project contract capabilities
• Describe project pricing capabilities
• Describe the project lifecycle including project invoicing and revenue recognition
• Describe project planning and management capabilities
• Describe project planning, scheduling, and resourcing capabilities
• Describe work breakdown structures (WBS)
• Describe project cost tracking capabilities including time and expense costs
Describe the finance and operations core functionality (15–20%)
• Describe the finance and operations apps
• Describe enterprise resource planning (ERP)
• Describe finance and operations apps use cases
• Explore the finance and operations user interface
• Describe reporting and integration capabilities in finance and operations apps
• Describe built-in reporting capabilities including workspaces
• Describe options for analyzing data by using Power BI
• Describe Microsoft Office 365 integration capabilities, including Microsoft Excel, SharePoint, and Teams
• Describe Microsoft Power Platform integration options
• Describe Business Events integration capabilities
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