Dynamics 365 is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) applications announced by Microsoft in July 2016 and on general release November 1, 2016, as a part of the Microsoft Dynamics. Dynamics 365 is sold in two editions, the Business Edition for small and medium-sized enterprises (SMEs or SMBs), and the Enterprise Edition for medium to large organizations. The Business Edition includes the Financials application, based on the project code-named ‘Madeira’. The Enterprise Edition comprises Dynamics CRM applications (field service, sales, project service automation, and customer service) plus Microsoft PowerApps, together with Microsoft’s premier ERP product, known as Dynamics 365 for Operations.
In July 1, 2017, the Dynamics 365 line was repackaged. The CRM applications are now called the Customer Engagement Plan. The ERP application is now called Microsoft Dynamics 365 for Finance and Operations, however it is only available as part of the Unified Operations Plan which also includes the standalone applications Dynamics 365 for Talent and Dynamics 365 for Retail. Together, the two plans form the Dynamics 365 Plan.
Every organization that implements Dynamics 365 will have different needs and expectation on how the information in the application should be presented and interacted with by its users. Dynamics 365 provides several tools that can be used to help deliver these specific items to users. This course shows how you can customize Dynamics 365 forms to contain the specific items that users need, as well as how to modify the way they are presented and limit access to specific forms to certain users. It also shows how you can create custom charts and dashboards to control what and how information is presented to users. It also explores how items like Business Rules and Theming tools can be used to further provide a custom user experience.
This course provides knowledge and insight into the financial management application setup process. The focus is on advanced financial functions within the organization such as Intrastat, multicurrency, cost accounting, cash flow forecast, E-Services and document management, budgets, XBRL, financial reporting, and the VAT rate change tool.
This course examines the basic concepts of Microsoft Dynamics 365 Business Central, how to personalize the user interface and how to navigate. It also covers typical user tasks in common application areas, such as Finance, Inventory, Purchases, and Sales.
This course provides detailed information about inventory management features and capabilities, including inventory control, reservations, order tracking, managing inventory at multiple locations, managing location transfers, assembling items, basic warehousing, and item tracking using serial and lot numbers.
This course provides you with the knowledge and skills to handle the purchase, sale and return of inventory. You will learn how to manage sales and purchase transactions, including prices and discounts, item charges and order promising. Requisition management will be covered, as well as returns management and customer service features.
This course reviews the general concepts related to the financial setup of vendors in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. It also reviews the concepts and procedures related to vendor invoicing, vendor invoice journal, vendor payments, prepayments, vendor 1099s, and finally commitment accounting.
This course reviews the general concepts related to the financial setup of customers in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. It also covers how to create and process Free Text Invoices and Sales Order Invoices, handle customer collections and customer payment receipts.