Module 1: Dynamics 365 Finance & Operations Apps Overview

• What ERP is and why organizations use it
• Finance and Operations apps in the wider Dynamics 365 ecosystem (CE apps, add-ons, AI apps, mixed reality apps)
• High-level overview of:
  • Dynamics 365 Finance
  • Dynamics 365 Supply Chain Management
  • Commerce, HR, Project Operations (business value summary)
• Typical use cases and business drivers

Module 2: Finance and Operations User Experience (Navigation & Interface)

• The Finance and Operations app interface
• Core navigation concepts:
  • Dashboards
  • Tiles
  • Workspaces
  • Modules
• Understanding the role of workspaces for role-based activity and insights
  (Referenced via the navigation slide describing dashboards, tiles, workspaces, and modules.)
• Lab – Navigate finance and operations apps

Module 3: Dynamics 365 Finance – Core Capabilities

• Finance use cases and core capability areas (general overview)
• Legal entities and organization structure concepts (companies, operating units, cost centers, departments)
• Global finance concepts:
  • reporting vs accounting currency
  • exchange rate considerations
  • compliance/regulation drivers
• Finance tax capabilities (sales tax groups, tax authorities)
• Cost accounting concepts (fixed vs variable costs, variance vs budget)
• Lab – Excel integration

Module 4: General Ledger Fundamentals

• Chart of Accounts (main accounts)
• Fiscal calendars, fiscal periods, and period close concepts
• Financial dimensions:
  • segmentation concepts (department, cost center)
  • dimension sets and combinations
• Journaling concepts:
  • journal types and workflows
  • periodic financial processes (month-end, year-end)
• Lab – Create a main account

Module 5: Accounts Payable and Accounts Receivable

Accounts Payable

• Vendors, purchase orders, invoices
• Three-way matching concept
• Payments and settlements:
  • payment proposals
  • due dates, discounts
  • applying payments to invoices

Accounts Receivable

• Customers and customer invoices
• Free text invoices and proforma invoices
• Credit management (credit limits, sales rules)
• Collections (aged balances, collection criteria)
• Overview of subscription billing concept

Module 6: Expense Management, Asset Management, and Budgeting

• Cash and bank management concepts (maintaining balances)
• Expense management:
  • credit card expenses
  • expense reports
  • workflows, per diems, policies, categories
• Fixed asset management:
  • acquisition, valuation, depreciation, disposal
• Budgeting:
  • forecasts and plans
  • budget models and methodologies (zero-based vs historical)
  • ways to create/import budgets (manual, Excel template, data entities)

Module 7: Dynamics 365 Supply Chain Management – Core Capabilities

• Supply Chain Management use cases and value
• Products and released products
• Product master records, product variants, and product dimensions
• Pricing and discounts using trade agreements
• Intercompany capabilities (high-level)
• Lab – Create a new product

Module 8: Manufacturing Concepts in Supply Chain Management

• Manufacturing types:
  • lean
  • discrete
  • process
• Manufacturing strategies:
  • Make to Order (MTO)
  • Make to Stock (MTS)
  • Configure to Order (CTO)
  • Engineer to Order (ETO)
• Bills of Materials (BOMs), routes, and operations
• Production lifecycle stages (overview)
• Shop floor management tools:
  • job cards
  • clock in/out
  • scheduling and Gantt charts
• Master planning concepts and planning optimization (purpose + outcomes)
• Lab – Create a production order

Module 9: Inventory, Warehouse, and Quality Management

• Costing methods (standard vs actual; FIFO, LIFO, weighted average)
• On-hand inventory visibility and inventory counting journals
• Inventory journals overview
• WMS concepts:
  • inbound/outbound
  • quality control
• TMS concepts
• Inventory reservations, picking and packing
• Replenishment approaches (min/max, wave demand, load demand, immediate)
• Quality management:
  • nonconformance handling
  • corrective/preventive actions
  • improving satisfaction and process reliability
• Warehouse configuration:
  • zones, locations, profiles
  • capacity and stocking limits

Module 10: Reporting, Analytics, and Integration Across F&O Apps

• Built-in reporting capabilities including workspaces
• Reporting options overview:
  • operational reporting
  • document generation
  • financial statements
  • data exploration
• Power BI integration:
  • embedded dashboards
  • real-time analytics concepts
• Office 365 integration:
  • Excel integration and data connector
  • Word templates
  • SharePoint document management
  • Teams collaboration integration

Power Platform integration options (overview use cases)