Microsoft Dynamics 365 Fundamentals (ERP)

Module 1: Get introduced to the finance and operations apps

• Discover the suite of finance and operation apps that you can use for enterprise resource planning.
• Review use cases for finance and operations apps.

Module 2: Create reports and integrate finance and operations apps

• Describe built-in reporting capabilities.
• Describe options for analyzing data.
• Describe options for manipulating data with Microsoft products.
• Describe use cases for and integration capabilities with other Microsoft products.

Module 3: Explore Microsoft Dynamics 365 Finance core capabilities

• Describe finance capabilities and features.
• Describe use cases for legal entities.
• Describe how Dynamics 365 Finance handles regional tax reporting requirements.
• Describe cost accounting concepts.
• Describe journaling concepts.

Module 4: Explore general ledger in Microsoft Dynamics 365 Finance

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

Module 5: Explore accounts payable and accounts receivable in Dynamics 365 Finance

• 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.

Module 6: Explore expense management, fixed asset management and budgeting in Dynamics 365 Finance

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

Module 7: Identify general capabilities of Dynamics 365 Supply Chain Management

• Describe product master records and product variants.
• Describe master planning.
• Describe trade agreements and discounts.

Module 8: Explore warehouse and inventory capabilities

• 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 System (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 quality management capabilities

Module 9: Explore manufacturing strategies in Dynamics 365 Supply Chain Management

• 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 can be used to manage shop floors.
• Describe master planning.

Module 10: Explore Dynamics 365 Commerce capabilities

• Describe commerce capabilities.
• Describe retail channels and channel management concepts.
• Describe distributed order management (DOM).
• Describe the product assortment.

Module 11: Explore Microsoft Dynamics 365 business-to-business e-commerce, Store Commerce and Clienteling capabilities

• Understand the B2B digital commerce capabilities in the online channel.
• Describe loyalty and clienteling concepts.
• Describe how Dynamics 365 Commerce uses Dynamics 365 Customer Insights.
• Describe how Dynamics 365 Fraud Protection reduces fraudulent activities in the system.

Module 12: Explore Dynamics 365 Human Resources core capabilities

• Explore workers and positions.
• Explore compensation and benefits capabilities.
• Explore compliance features.
• Explore performance management capabilities.

Module 13: Explore personnel management capabilities in Dynamics 365 Human Resources

• Describe self-service capabilities.
• Describe leave and absence capabilities.
• Describe employee training and certification features.
• Identify integration options between Dynamics 365 Human Resources and LinkedIn.

Module 14: Identify project life cycle management capabilities in Dynamics 365 Project Operations

• Describe the project lifecycle including project invoicing and revenue recognition.
• Describe project-based services.
• Describe project sales capabilities.
• Describe project contract capabilities.
• Describe project pricing capabilities.

Module 15: Explore the project planning and execution capabilities of 365 Project Operations

• Describe project planning capabilities.
• Describe project execution capabilities.
• Describe the work breakdown structure.
• Describe project invoicing capabilities.
• Describe project cost tracking capabilities.