Managing Finance and Operations with Microsoft Dynamics 365

Transcription

1 Managing Finance and Operations with Microsoft Dynamics Contents ABOUT THIS COURSE... 1 SYLLABUS... 2 Module 1: Enterprise Resource Planning (ERP)... 2 Module 2: Microsoft Dynamics 365 for Finance and Operations... 2 Module 3: Key Functionality... 3 Module 4: Mobile Experiences... 3 Module 5: Reporting and Analytics... 3 Module 6: Navigating the Web Client Interface... 4 Module 7: Finding and Filtering Techniques... 4 Module 8: User Interface Views and Features... 4 TRIAL ENVIRONMENT... 5 ABOUT THIS COURSE Build your competitive advantage by gaining experience with business applications from Microsoft that help organizations elevate financial performance and run smarter operations. Transform your technical business skills by exploring the management of data, business processes, and operations with Microsoft Dynamics 365 for Finance and Operations. Learn key functionalities, leverage reporting tools, and experience the mobile workspaces of this application.

2 Consume a variety of videos, scenarios, and customer stories designed to showcase finance and operations management. Develop your skills by completing the hands-on course activities. Thousands of organizations need educated individuals with business application experience for a wide range of job opportunities within accounting, finance, operations, supply chain, and information technology. Complete this finance, operations, and business management course to receive a certificate of achievement to showcase your skills. Microsoft Dynamics 365 business applications help organizations worldwide empower their employees, engage customers, and optimize operations. Dynamics 365 helps organizations unify data and relationships, build intelligence, and accelerate business transformation. Enroll in this course today! View the syllabus below. SYLLABUS Module 1: Enterprise Resource Planning (ERP) This module explains the basic concepts of Enterprise Resource Planning (ERP). What is ERP? Challenges with traditional ERP systems Digital transformation with Dynamics 365 for Finance and Operations Module 2: Microsoft Dynamics 365 for Finance and Operations This module provides an introductory look into Dynamics 365 for Finance and Operations as a cloud-based solution.

3 What is a cloud-based solution? Driving productivity with workspaces Managing business processes using workflows Reporting data Module 3: Key Functionality This module demonstrates the key functionalities in Dynamics 365 for Finance and Operations. Order-To-Cash Procure-To-Pay Plan-To-Produce Recruit-To-Hire Module 4: Mobile Experiences This module demonstrates the mobile experiences available in Dynamics 365 for Finance and Operations, including mobile browser access, Dynamics 365 Unified Operations mobile app, and PowerApps. Creating and managing workspaces Exploring invoice approvals, expense management, purchase orders, and sales orders Leveraging workspaces for organizational management and vendor collaboration Module 5: Reporting and Analytics This module introduces the reporting and analytic tools in Dynamics 365 for Finance and Operations. What is the current reporting landscape? Designing reports with Financial Report Designer

4 Exploring data management and visualizations with Microsoft Power BI Module 6: Navigating the Web Client Interface This module explains the navigation of Dynamics 365 for Finance and Operations. Navigating the web client interface Utilizing page options, document attachments, and the Help system functionality Introducing favorites, recent locations and keyboard shortcuts Module 7: Finding and Filtering Techniques This module discusses finding and filtering techniques including the find feature and grid filter. Demonstrating key finding and filtering techniques Managing wildcards to make filtering more intuitive and simple for users Reviewing page and action searches Module 8: User Interface Views and Features This module explores views and modes. It explains how modes can be changed to alter the look and functionality of certain pages. Exploring segmented entry control Demonstrating workspace features Introducing the view and edit mode Utilizing the grid, details, line, and header views

5 TRIAL ENVIRONMENT Many of the activities that you will be accomplishing during this course require a Dynamics 365 Trial Environment to complete. It is important that you sign up for a Trial environment prior to beginning the student activities. Please note that a trial is only good for 30 days. Instructions for obtaining a trial environment are outlined below: 1. To obtain a trial, click the following link: Scroll down the page, and click Start Free: 4. Select the Dynamics 365 for Finance and Operations tile

6 5. Scroll down to the sign on section. You must provide an organizational or work account, and a phone number. (ex. Google or Yahoo will not work). If you have a school address use that. Click Get Started 6. A code will be sent to the address that you provided. Fill in the form with your information and supply the registration code you were provided through . Click Create: (see an example below)

7 7. It can take several minutes to setup your organization. During the process you may be prompted you to sign-in with the account information that you just created 8. After setup has completed you will be taken to your Dynamics 365 for Finance and Operations instance:

8 10. Add this page as a bookmark for future reference