11-15 March 2024

24-28 June 2024

14-18 October 2024

27 May 2024

22 Jul 2024

27 Sep 2024

29 Nov 2024

19-22 Mar 2024

15-18 Jul 2024

11-14 Nov 2024

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

• 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
• Check your knowledge
• Summary

• Introduction
• Set up currencies and conversions
• Configure and import currency exchange rates
• Lab - Import exchange rates
• Check your knowledge
• Summary

• 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 organization
• Create date intervals
• Lab - Work with the fiscal calendar, year, and periods
• Check your knowledge
• Summary

• Introduction
• Plan your chart of accounts
• Multiple chart of accounts
• Set up chart of accounts
• Main account categories
• Main account information
• Allocation terms
• Main account validation options
• Main account closing options
• Accounts for automatic transactions
• 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
• Configure financial dimension templates and sets
• Define and configure account structures and advanced rules
• Ledger account aliases
• Lab - Create a main account category in the chart of accounts, and an advanced rule structure
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction
• Set up intercompany accounting
• Post intercompany journals 
• Trace an intercompany entry
• Lab - Set up and use intercompany accounting
• Check your knowledge 
• Summary

• Introduction
• Configure and apply accrual schemes
• Configure ledger allocation rules
• Exercise - Configure and use accrual schemes
• Exercise - Configure and test ledger allocation rules
• Check your knowledge
• Summary

• Set up the Financial period workspace and closing schedule
• Bank reconciliations
• Year-end 1099 reporting
• Run foreign currency revaluation processes
• Process end of year close
• Perform financial consolidations
• Lab - Perform year-end close and a consolidation
• Check your knowledge
• Summary

• 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
• Check your knowledge 
• Summary

• 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
• Lab - Work with cash and bank management
• Check your knowledge
• Summary

• Introduction
• Configure ledger posting groups
• Exercise - Set up ledger posting groups for sales tax
• 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
• 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
• Exercise- View posted sales tax transactions
• Prepare periodic filings
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction
• Create free text invoices
• Recurring free text invoices
• Create and handle payments of customer invoices for sales orders
• Settle transactions and undo settlements
• Revenue recognition overview
• Define revenue schedules
• Define revenue prices
• Set up bundle items
• Exercise - Create and process a free text invoice
• Exercise - Work with invoices from sales orders
• Exercise - Process an invoice and settle it against a payment
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction
• Customer account statement
• Working with collections
• Manage customer credit and collections
• Credit management
• Lab - Work with credit and collections
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction
• Understand invoice types in Accounts payable
• Incoming invoice payments
• Record vendor invoices
• Modify due dates and discount dates
• Work with cash discounts from vendors
• Create vendor payments
• Reverse a vendor payment
• Manage prepayments and prepayment invoices
• Exercise - Record an invoice
• Exercise - Record a vendor invoice that is not associated with a purchase order
• Exercise - Process a vendor payment by using a payment journal
• Check your knowledge
• Summary

• Introduction
• Settle transactions and undo settlements
• Distribute funds by using accounting distributions
• Configure invoice validation policies
• Three-way matching policies
• Accounts payable invoice matching
• Invoice totals matching
• Two-way, price totals matching
• Two-way, net unit price matching
• Three-way matching
• Vendor invoice workflow
• Charges matching
• Lab - Work with accounting distributions, invoice validations, and settlements
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction
• Create an expense report
• Intercompany expenses
• Itemize expenses by line
• Distribute an expense
• Add guests
• Attach receipts and documents to an expense report
• Submit an expense report to a workflow
• Approve an expense report
• Delegate an expense report
• Post an expense report
• Reporting options
• Lab – Create an expense report and submit it to a workflow
• Check your knowledge
• Summary

• Introduction
• Create a travel requisition
• Exercise - Create a travel requisition
• Approve a travel requisition
• Create a cash advance
• Update a cash advance
• Check your knowledge
• Summary

• Introduction
• Planning for basic budgeting and budget control
• Budgeting methodologies
• Basic budgeting overview
• Configure basic budgeting
• Use workspaces and inquiry pages to track budget vs. actuals
• Budget control overview
• Configure budget control
• Configure budget control (cont.)
• Create and manage budget register entries
• Use inquires and reports for budget analysis
• Implement a budget register workflow
• Exercise - Configure basic budgeting components
• Exercise - Configure budget control components
• Exercise - Create a budget register entry
• Check your knowledge
• Summary

• Introduction
• Configure budget planning components
• Exercise - Configure budget planning, create, and use a planning process
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Overview
• Scenario - customer requirements for fixed assets
• Set up and create fixed assets
• Set up acquisitions
• Acquire assets through procurement
• Manual and automatic methods to create fixed assets
• Transfer a fixed asset
• Set up fixed asset groups
• Split a fixed asset
• Update fixed asset information
• Fixed assets roll forward report
• Depreciation
• Dispose and lend fixed assets
• Sell a fixed asset by using a free text invoice
• Dispose of fixed assets as scrap
• Estimate and eliminate a project to a fixed asset
• Asset budgeting
• Lab - Manage fixed assets
• Check your knowledge
• Summary

21-24 Oct 2024

This course is designed for IT or marketing professionals who want to learn how to leverage Dynamics 365 Marketing for businesses.

• Configure advanced settings
• Manage marketing content, templates and integrations
• Create and manage leads
• Design and create marketing forms and pages
• Create and manage segments
• Set up and launch customer journeys
• Create and manage events
• Distribute and analyze surveys

In this module, you will learn about setting up your Marketing instance and configuring advanced settings.

Lessons

• Set up and manage Dynamics 365 Marketing
• Configure marketing settings
• Domain authentication, email best practices, and GDPR
• Manage assets and content settings

After completing this module, students will be able to:

• Set up your Marketing application.
• Configure advanced settings such as organization, business management, and content.
• Set up your asset library
• Configure domain authentication

This module will cover how to manage customers as accounts or contacts, and how to nurture them through the lead lifecycle.

Lessons

• Manage accounts and contacts
• Create and manage leads

After completing this module, students will be able to:

• Track customers as accounts and contacts.
• Perform account-based marketing.
• Configure a lead scoring model.

This module will cover how to create marketing forms and pages.

Lessons

• Manage forms
• Manage marketing pages

After completing this module, students will be able to:

• Create marketing forms and embed them on marketing pages.
• Create a marketing page.
• Preview, validate and go live with a marketing page.
• Create marketing form and page templates.

This module will cover how to create different types of segments, how to build a subscription center, and how to configure double opt-in.

Lessons

• Create and manage segments
• Manage subscription centers and double opt-in

After completing this module, students will be able to:

• Build a segment.
• Create a subscription center.
• Manage global and form-specific double opt-in.

This module will cover how to create email messages and customer journeys in Dynamics 365 Marketing.

Lessons

• Create marketing emails
• Create customer journeys
• Manage content, event triggers and journeys in real-time marketing
• Manage website visits, redirect URLs, and social postings

After completing this module, students will be able to:

• Create and design email messages.
• Preview, validate and go live with email messages.
• Save an email message as a template.
• Create a customer journey.
• Use real-time marketing and event triggers in customer journeys.
• Configure redirect URLs.

This module will review the customer journey creation process.

Lessons

• Create an event
• Create a webinar event
• Promote and manage events
• Advanced event management features

After completing this module, students will be able to:

• Create an event.
• Create a webinar event using Teams as a webinar provider.
• Promote an event.
• Manage the event website.
• Configure events settings.

This module will demonstrate how to create and distribute surveys to customers.

Lessons

• Create a survey project
• Create surveys with Dynamics 365 Customer Voice
• Send Dynamics 365 Customer Voice surveys

After completing this module, students will be able to:

• Manage surveys using projects.
• Create a survey.
• Personalize a survey.
• Distribute a survey to customers.

In this module, you will learn about using insights functionality to view and analyze data related to your marketing initiatives.

Lessons

• Evaluate marketing initiatives with analytics
• Review the marketing calendar

After completing this module, students will be able to:

• Use insights to make decisions about marketing eefforts.
• Score leads.
• View insights related to customer journeys and email messages.
• Use the marketing calendar to track your initiatives.

9 Jan 2024

23 Apr 2024

27 Aug 2024

3 Dec 2024

People in different roles and at various stages in their careers can benefit from this fundamentals course. This includes IT professionals, 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.

8 Jan 2024

22 Apr 2024

26 Aug 2024

2 Dec 2024

The Microsoft Dynamics 365 Fundamentals (CRM) course is targeted to those looking to familiarize themselves with and gain a broad exposure to the marketing, sales, customer service, and field service capabilities of Dynamics 365.

This audience wants to explore the features and capabilities of Microsoft Dynamics 365 Marketing, Dynamics 365 Sales, Dynamics 365 Customer Service, and Dynamics 365 Field Service.

People in various roles and stages in their careers can benefit from this fundamentals course. The course is designed for IT professionals, business stakeholders, entrepreneurs, students, and people starting or changing careers who want to be exposed to the marketing, sales, customer service, and field service capabilities of Dynamics 365.

26-29 Feb 2024

4-7 Jun 2024

1-4 Oct 2024

Candidates for this exam are functional consultants who implement core application setup processes for small and medium businesses. They implement and configure Microsoft Dynamics 365 Business Central including setting up core functionality and modules and migrating data to Business Central. Candidates configure the application in collaboration with the implementation team to provide the business with manageability and ease of use. They may configure role centers including adapting insights, cues, action tiles, reports, charts, and extend Business Central by using Power Platform components. Candidates have applied knowledge of meeting business needs by using Business Central, including basic understanding of financial management, sales, purchasing, and inventory. Candidates for this exam typically specialize in one or more feature sets of Business Central. They understand the role of Business Central in relationship to the Microsoft 365 and Dynamics 365 suites of applications.

• 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 organization
• Exercise - Sign in to Business Central
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction - Cloud architecture for Business Central
• Tailor, extend, and build applications
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your sent emails
• Check your email outbox
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction - Personalize the Business Central user interface
• Personalize the Role Center
• Personalize list and card pages
• Personalize document pages and add fields
• Exercise – Personalize the customer list and clear personalization
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Working with business data in Excel
• Exercise - Create a Business Central web service to use as a Power BI data source
• Check your knowledge
• Summary

• Introduction
• End-to-end process of migrating data
• Run the Cloud Migration tool
• Address common questions and issues with migrations
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction to setting up number series
• Assign number series and number series relationships
• Set up trail codes
• Exercise - Create a number series
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction to setting up G/L accounts
• Use the chart of accounts
• Set up account categories and subcategories
• Maintain the chart of accounts
• Check your knowledge
• Summary

• Introduction - Set up general journal templates
• Set up general journal batches
• Check your knowledge
• Summary

• 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
• Check your knowledge 
• Summary

• Introduction to recurring journals
• Allocate amounts
• Edit recurring journals in Excel
• Exercise - Create and post a recurring journal
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction
• Purchases and payables setup
• Set up locations
• Inventory setup
• Check your knowledge
• Summary

• 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 
• Check your knowledge
• Summary

• Introduction - Receive items
• Reverse a receipt
• Process vendor invoices
• Review posted purchase documents
• Reverse or correct a posted purchase invoice
• Check your knowledge
• Summary

• Introduction - Set up purchase prices
• Use special prices in purchase orders
• Set up line discounts
• Set up invoice discounts
• Check your knowledge
• Summary

• Introduction - Set up item charges
• Process item charges in a purchase order
• Process item charges in a purchase invoice
• Analyze the direct unit cost of an item
• Check your knowledge
• Summary

• Introduction - Set up order promising
• Estimate purchase order receipts
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction - Sales order promising key concepts
• Set up order promising
• Promising sales order delivery
• Check your knowledge
• Summary

• Introduction - Set up sales return order management
• Set up purchase return order management
• Return reasons
• Check your knowledge
• Summary

• Introduction - Replace wrong items
• Return defective items to vendors
• Exercise - Return items in Dynamics 365 Business Central
• Check your knowledge
• Summary

• Introduction - Register a compensation agreement with a vendor
• Apply exact cost reversing
• Check your knowledge
• Summary

• 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
• Enable customer payments through payment services
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction - Enter and post payables checks
• Print and post payables checks 
• Void a check
• Check your knowledge
• Summary

• Introduction to and completing the reconciliation process
• Post the bank account reconciliation
• Import a bank statement
• Undo a bank account reconciliation
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction - Import bank statements
• Reconcile payments by using automatic applications
• Map text on recurring payments
• Post and reconcile the payment reconciliation
• Check your knowledge
• Summary

11-14 Mar 2024

9-12 Jul 2024

18-21 Nov 2024

The audience for this course should have previous experience with functional or technical focus in Dynamics 365: Finance and Operations Applications. Primarily for those who are aspired to be and new to solution architect role.

• 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
• Check your knowledge
• Summary

• Introduction and discovery overview
• Initial customer discovery
• Customer discovery meetings
• Customer communication strategy
• Check your knowledge
• Summary

• Introduction and overview to proposing a solution
• Identify solution components
• Develop and validate a demo
• Identify potential third-party components
• Recognize strengths and weaknesses in a solution
• Check your knowledge
• Summary

• Introduction
• Lead requirement capture sessions
• Identify functional requirements
• Identify non-functional requirements
• Confirm and finalize requirements
• Check your knowledge
• Summary

• Introduction to fit gap analysis
• Determine feasibility of requirements
• Refine requirements from proof of concept insights
• Categorize business requirements and perform gap fit analysis
• Evaluate Dynamics 365 and Microsoft Power Platform apps
• Check your knowledge
• Summary

• Introduction
• Understand the functionality and tools of Lifecycle Services
• 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)
• Issue search and support
• 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
• Check your knowledge
• Summary

• 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 analyzing the requirements
• Create functional design documents (FDD)
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction
• Create user acceptance test libraries
• Record test cases and save to BPM
• Synchronize and configure your test plan in Azure DevOps
• Run user acceptance tests
• Data task automation
• Exercise - Build test scripts to test business functionality
• Check your knowledge
• Summary

• Implementation project overview
• Roles in a Dynamics 365 implementation
• Project phases
• Implementation planning and architecture
• Combining tools and solutions for impactful implementations
• Check your knowledge
• Summary

• Overview of the FastTrack program
• FastTrack engagement across the phases
• Solution blueprint review
• Become a FastTrack recognized solution architect
• Check your knowledge
• Summary

• ALM methodologies
• Design and create models
• Plan the build, test, and quality control processes
• Plan the release, change, and risk management processes
• Check your knowledge
• Summary

• Introduction
• Customization models
• Extension points for frameworks
• Develop code to extend a framework
• Implement the SysOperationSandbox framework
• Lab - Extend an EDT
• Check your knowledge
• Summary

• Introduction
• Business event framework
• Create a new business event
• Activate business events
• Role-based security for business events
• Business events in Microsoft Power Automate
• Check your knowledge
• Summary

• Introduction
• Select an integration API
• Synchronous and asynchronous patterns
• Data integration scenarios
• Check your knowledge
• Summary

• Introduction
• Set up a data project and recurring data job
• Exercise - Create a data project and recurring data job
• Implement authorization to support integration
• Monitor status and availability of entities
• Develop data transformation
• Microsoft Dataverse integrations
• Work with composite data entities
• Azure Data Lake and Entity Store 
• Change data in Azure Data Lake
• Power Platform convergence
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Knowledge check
• Summary and resources

• 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
• Knowledge check
• Summary and resources

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction
• Solution blueprint review workshop overviewPrepare for the Solution blueprint review
• Solution blueprint review participants
• Conduct the Solution blueprint review workshop
• Solution blueprint follow-up
• Check your knowledge
• Summary

• Introduction
• Overview of the Test strategy review workshop
• Prepare for the workshop
• Workshop implementation and follow-up
• Check your knowledge
• Summary

• Introduction
• Entity relationship diagram
• Out-of-the-box vs. custom tables
• Table configuration
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction
• Gap solution design workshop overview
• Prepare for the Gap solution design workshop
• Conduct the Gap solution design workshop
• Gap solution design follow-up
• Check your knowledge
• Summary

• Introduction
• Data migration strategy overview
• Prepare for the Data migration workshop
• Conduct the Data migration strategy workshop
• Check your knowledge
• Summary

• Introduction
• Security workshop topics
• Check your knowledge
• Summary

• Introduction
• Integration design review workshop overview
• Prepare for the Integration design review
• Conduct the Integration design review
• Integration design review workshop follow-up
• Check your knowledge
• Summary

• Introduction
• Dual-write implementation workshop overview
• Prepare for the workshop
• Workshop implementation and follow-up
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction
• Set up your environment
• Explore personalization functionality
• Knowledge check
• Exercise - Customize your status bar
• Summary

• Introduction
• Manage menus: Favorites
• Manage menus: Dashboards by role
• Manage menus: Key performance indicators
• Manage forms: Fields
• Manage forms: Filters and ranges
• Configure reports
• Knowledge check
• Exercise – Create favorites
• Exercise – View role-based dashboards
• Exercise – Change form fields and queries
• Exercise – Change report output
• Summary

• 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
• Summary

15-19 Jan 2024

24-28 Jun 2024

7-11 Oct 2024

Microsoft Dynamics 365 Finance and Operations Apps Developers

• Introduction
• Discover enterprise resource planning (ERP)
• Review Dynamics 365 use cases
• Exercise: Navigate the finance and operations apps
• Knowledge check
• Summary and resources

• Finance and operations apps and associated apps
• Finance + Operations on-premises and cloud-based finance and operations apps
• Development and deployment processes
• The user interface
• Reporting capabilities 
• Check your knowledge
• Summary

• Introduction
• Microsoft programs to help customers
• Microsoft cloud
• Cloud concepts
• Architecture differences to consider
• Operational differences to consider
• Check your knowledge
• Summary

• Differentiate cloud and on-premises architecture
• Elements, models, and packages
• Application components and architecture
• Metadata management processes
• Source control processes
• Conform code to organization policies
• Overview of Lifecycle Services
• Check your knowledge
• Summary

• ALM methodologies
• Design and create models
• Plan the build, test, and quality control processes
• Plan the release, change, and risk management processes
• Check your knowledge
• Summary

• Introduction
• Perform support tasks
• Provision and manage environments
• Manage asset libraries
• Manage the code update process
• Check your knowledge
• Summary

• Introduction 
• Create and build projects
• Manage metadata by using the Application Explorer 
• Build deployment packages
• Synchronize data changes with the database
• Use the Element Designer to create elements
• Lab - Create a project and add an element
• Check your knowledge
• Summary

• Introduction
• Configure Visual Studio to connect to Azure DevOps
• Working in Visual Studio
• Manage and perform code reviews
• Check your knowledge
• Summary

• Introduction
• Extended data types and element properties
• Base enums and element properties
• Lab - Create a base enumeration, add elements, and update properties
• Check your knowledge
• Summary

• Create tables and table fields
• Populate table and field properties
• Add fields, field groups, indexes, and relations
• Table methods
• Lab - Create a table, add fields, and create field groups
• Check your knowledge
• Summary

• Introduction
• Add a table extension to a project
• Add a form extension to a project
• Lab - Extend a form and add controls
• Check your knowledge
• Summary

• 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
• Test form functionality and data connections
• Diagnose and optimize client performance
• Optimize form loading and performance
• Lab - Create a form
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction
• Customization models
• Extension points for frameworks
• Develop code to extend a framework
• Implement the SysOperationSandbox framework
• Lab - Extend an EDT
• Check your knowledge
• Summary

• Introduction
• Manage menus: Favorites
• Manage menus: Dashboards by role
• Manage menus: Key performance indicators
• Manage forms: Fields
• Manage forms: Filters and ranges
• Configure reports
• Knowledge check
• Exercise – Create favorites
• Exercise – View role-based dashboards
• Exercise – Change form fields and queries
• Exercise – Change report output
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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#
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction
• Create user acceptance test libraries
• Record test cases and save to BPM
• Synchronize and configure your test plan in Azure DevOps
• Run user acceptance tests
• Data task automation
• Exercise - Build test scripts to test business functionality
• Check your knowledge
• Summary

• Introduction
• Create and modify report data sources and support
• Implement reporting security requirements
• Publish a report
• Lab – Set authorization requirements on database tables
• Check your knowledge
• Summary

• Introduction
• Reporting and Power BI analysis 
• Reporting options
• Data export components
• Modernize your data warehouse
• Modernize your analytics and reporting
• Check your knowledge
• Summary

• Introduction
• Select an integration API
• Synchronous and asynchronous patterns 
• Data integration scenarios
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction
• Set up a data project and recurring data job
• Exercise - Create a data project and recurring data job
• Implement authorization to support integration
• Monitor status and availability of entities
• Develop data transformation
• Microsoft Dataverse integrations
• Work with composite data entities
• Azure Data Lake and Entity Store
• Change data in Azure Data Lake
• Power Platform convergence
• Check your knowledge
• Summary

• Connect your finance and operations apps data using Power Automate
• Connect to your finance and operations apps data with Power Apps
• Finance and operations data on Common Data Model and Microsoft Dataverse
• Check your knowledge
• Summary

• Introduction
• Dual-write implementation workshop overview
• Prepare for the workshop
• Workshop implementation and follow-up
• Check your knowledge
• Summary

• 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 operation
• Data sharing framework
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction
• Identify and apply caching mechanisms 
• Optimize temporary table usage
• When to use set-based statements and row-based operations
• Query optimization principles
• Modify the scope of a variable
• Analyze and optimize concurrency
• Apply parallel processing algorithms
• Implement the Async framework
• Develop Windows PowerShell scripts
• Lab - Create runnable classes in Visual Studio to test code
• Check your knowledge
• Summary

4-8 Mar 2024

23-27 Sep 2024

This course is designed for The Dynamics 365 Supply Chain Management functional consultant. The Dynamics 365 Supply Chain Management functional consultant is a key resource that designs and configures apps to meet the requirements for a customer. The functional consultant analyzes business requirements and translates those requirements into fully realized business processes and solutions that implement industry-recommended practices. The functional consultant specializes in one or more of the following feature sets of Dynamics: finance, manufacturing, or supply chain management. They partner with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed the needs of their customers.

• 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 
• Check your knowledge
• Summary

• 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
• 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
• Check your knowledge
• Summary

• Introduction
• Inbound operations
• Outbound operations
• Configure inventory dimensions
• Configure storage dimensions
• Configure tracking dimensions
• Configure serial and batch numbers
• Allocate batch and serial numbers
• Configure sites
• Configure warehouses 
• Transfer orders 
• Set up bar codes 
• Set up default order settings
• Inventory journals
• Work with journals
• Inventory journal approval workflows
• Work with reason codes
• Work with consignment inventory
• Configure item groups and item model groups
• Inventory cost methodologies
• Configure inventory policies
• Inventory closing and adjustment
• Archive inventory transactions
• Work with reason codes for inventory counting
• Lab - Work with inventory management
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction
• Work with the BOM designer
• BOM and formula versions
• BOM line types
• BOM levels
• Exercise - Create a BOM in the BOM Designer
• Check your knowledge
• Summary

• Introduction
• Create an engineering organization
• 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
• Check your knowledge
• Summary

• Configure mobile device setup
• Set up and deploy GS1 and QR bar codes 
• Create a GTIN code for a product
• Configure work type menu items
• Configure mobile app step instructions
• Inbound operations
• Cycle counting
• Transfer orders and replenishment
• Outbound operations
• Warehouse work
• Wave label printing
• Material handling equipment interface
• Sales order picking and consolidated shipments
• Cluster picking
• Packing and containerization
• Lab - Work with warehouse management
• Check your knowledge
• Summary

• Introduction
• Costing versions
• Cost groups
• Calculation groups
• Costing sheets
• BOM calculations
• BOM Measurements
• BOM Reports
• Lab - Analyze BOM costs by using the costing sheet
• Check your knowledge
• Summary

• 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
• Exercise - Create a purchase agreement
• Exercise - Generate and process customer rebates
• Exercise - Create trade agreements 
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction 
• Procurement scenario
• Overview of the procure-to-purchase process
• Set up procurement categories
• Use procurement catalogs
• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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 
• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Introduction
• Prerequisites and mapping setup
• Sales quotations
• Sales orders
• Dual-write solution for Sales
• Invoices
• Limitations
• Demonstration - Create and edit sales quotations
• Check your knowledge
• Summary

• Introduction - Order to cash process
• Sales and marketing overview
• Create and confirm sales quotations
• Create and process sales orders
• Sales order entry scenarios
• Sales order picking processes
• Configure order promising
• Configure order hold codes
• Process customer returns
• Sales order reservations
• Configure and use commissions
• Configure customer and item search
• Lab - Create a sales order and work with commissions
• Check your knowledge
• Summary

• Introduction
• Intercompany trading
• Set up intercompany trade
• Process intercompany chain orders
• Set up intercompany agreements and direct deliveries
• Lab - Configure intercompany relations
• Exercise - Process a purchase order-initiated intercompany chain
• Exercise - Process a sales order-initiated intercompany chain
• Exercise - Process returns in intercompany
• Exercise - Process an intercompany direct delivery
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• 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
• Check your knowledge
• Summary

• Production input location
• Production output location
• Staging and order picking
• Release BOM and formula lines to the warehouse
• Cross-docking
• Planned cross docking
• Visibility into material exceptions
• Lab - Work with warehouse management in manufacturing
• Check your knowledge
• Summary

• Introduction
• Master planning considerations and setup
• Master planning parameters page
• Create a master plan
• Demand forecasting
• Coverage settings
• Action messages
• Configure intercompany planning
• 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
• Exercise - Create and run an intercompany master plan
• Check your knowledge
• Summary

• Introduction
• Install the Planning Optimization Add-in
• Integration and fit analysis
• Apply filters to a plan
• Master planning with demand forecasts
• Planning optimization support for capability-based resource allocation
• Priority-based planning
• Master planning and purchase trade agreements
• Safety margins
• Coverage time fences
• Approved planned orders
• Generate planned production orders
• Analyze and approve planned orders
• Auto-firming
• Planning with negative on-hand quantities
• View history and planning logs
• Cancel a planning job
• Exercise - Set up purchase trade agreements for Planning Optimization
• Exercise - Approve a planned order
• Check your knowledge
• Summary

• Introduction
• Explore costing methods
• Explore use cases for Warehouse Management Systems (WMS) in production environments
• Explore purchase orders, item arrival journals, and cross-docking
• Explore inventory reservations, picking and packing, replenishment, and shipments
• Explore inventory counting and inventory on-hand concepts
• Explore quality management capabilities
• Explore warehouse configuration options
• Exercise: Create a purchase order
• Exercise: Create a counting journal
• Knowledge check
• Summary and resources