Introduction to Microsoft Dynamics 365 (ERP)

Dieses Training wird seitens Microsoft ab dem 31.12.2025 eingestellt. Ob und wann ein Nachfolger angeboten wird, steht derzeit noch nicht fest.

Möchten Sie mehr über den Dynamics 365 erfahren? In diesem Training erhalten Sie eine umfassende Einführung in die Customer Engagement-Funktionen von Dynamics 365. Sie machen sich mit dem Konzept des Ressourcenmanagements in Unternehmen (ERP, Enterprise Resource Management) vertraut und lernen die Kernfunktionen von Finanz- und Betriebs-Apps kennen. Anschließend werden die einzelnen Apps erläutert, einschließlich Dynamics 365 Supply Chain Management, Dynamics 365 Finance, Dynamics 365 Commerce, Dynamics 365 Human Resources sowie die ERP-Funktionen von Dynamics 365 Project Operations. Dieser Kurs umfasst Lektionen und praktische Labs.
 

Introduction to the core capabilities of Microsoft Dynamics 365 finance and operations apps
Describe the finance and operations apps

• Describe enterprise resource planning (ERP)
• Describe the business value of Dynamics 365 Finance
• Describe the business value of Dynamics 365 Supply Chain Management
• Describe the business value of Dynamics 365 Commerce
• Describe the business value of Dynamics 365 Human Resources
• Describe the business value of Dynamics 365 Project Operations
• Describe finance and operations apps use cases
• Describe the finance and operations apps user interfaces

Describe shared features of the finance and operations apps

• Describe security capabilities
• Describe workflow capabilities
• Describe the concept of batch jobs
• Describe the concept of number sequence
• Describe Copilot capabilities

Describe reporting and integration capabilities in finance and operations apps

• Describe built-in reporting capabilities
• Describe how to use Microsoft Power BI to analyze data
• Describe Microsoft Office 365 integration capabilities
• Describe options for integrating finance and operations apps with Microsoft Power Platform

Introduction to Microsoft Dynamics 365 Finance
Describe Dynamics 365 Finance core capabilities

• Describe Finance capabilities and features
• Describe organization and legal entities
• Describe reporting currency and accounting currency
• Describe tax capabilities
• Describe cost accounting concepts
• Describe use cases for Dynamics 365 Finance agents

Describe the general ledger in Dynamics 365 Finance

• Describe the chart of accounts functionality
• Describe the concept of a fiscal calendar
• Describe financial dimensions and dimension set concepts
• Describe the accounting structure
• Describe journaling concepts
• Describe periodic financial processes

Describe accounts payable and accounts receivable in Dynamics 365 Finance

• Describe core accounts payable components
• Describe vendor payments and settlements
• Describe core accounts receivable components
• Describe credit management processes
• Describe credit and collection processes
• Describe the concept of subscription billing

Describe expense management, fixed asset management, and budgeting in Dynamics 365 Finance

• Describe cash and bank management concepts
• Describe expense management
• Describe fixed asset management
• Describe budgeting capabilities

Introduction to Microsoft Dynamics 365 Supply Chain Management

• Describe use cases for Dynamics 365 Supply Chain Management core capabilities
• Describe products and released products
• Describe product master records, product variants, and product dimensions
• Describe product setup
• Describe pricing and discounts
• Describe intercompany capabilities
• Describe purchase and sales agreements

Describe the sales and procurement processes in Dynamics 365 Supply Chain Management

• Describe the order-to-cash process
• Describe the sales order and sales return creation processes
• Describe the fulfillment process
• Describe the procure-to-pay process
• Describe purchase requisitions
• Describe the purchase order creation and purchase return processes
• Describe purchase order receipts

Describe inventory and warehousing capabilities in Dynamics 365 Supply Chain Management

• Describe costing methods
• Describe on-hand inventory capabilities
• Identify types of inventory journals
• Describe quality management capabilities
• Describe use cases for Warehouse Management Systems (WMS)
• Describe the Warehouse Management mobile app
• Describe use cases for Transportation Management Systems
• Describe use cases for landed cost

Describe the manufacturing process in Dynamics 365 Supply Chain Management

• Describe lean, discrete, and process manufacturing
• Describe manufacturing strategies
• Describe bills of materials (BOMs), routes, and operations
• Identify the production lifecycle stages
• Describe shop floor management
• Describe master planning and planning optimization

Von diesem Grundlagetraining profitieren Personen zahlreicher Aufgabenbereiche und verschiedener Karrierephasen. Dazu zählen Projektbeteiligte, Personen mit Interesse an den Finanz- und Betriebsfunktionen von Dynamics 365, Studierende, Absolventen und Quereinsteiger, die mithilfe von Dynamics 365 beruflich den nächsten Schritt machen möchten.

Die Trainingsteilnehmer sollten ein grundlegendes Verständnis von Finanzprinzipien und Geschäftsbetrieb haben. Kenntnisse zu Cloud Computing sind zwar hilfreich, aber nicht unbedingt erforderlich.