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Introduction to Microsoft Dynamics 365 (55250)
This course provides an introduction to Microsoft Dynamics 365 by building a foundation for all subsequent courses and learning. Topics include Sales, Service and Marketing.
This course provides students with an introduction to Microsoft Dynamics 365 by building a foundation for all subsequent courses and learning. The main features and apps are introduced including Sales, Service and Marketing. Students will learn important end user skills including how to proficiently work in Microsoft Dynamics 365 to find information quickly and easily using the out of the box tools such as Advanced Find, the Report Wizard, Charts and Dashboards through the Web, Unified Client Interface (UCI) and the Dynamics 365 for Outlook App.
After successfully completing this course, learners will be able to:· Be familiar with the Apps and Hubs in Microsoft Dynamics 365 Version 9, including Sales, Service and Marketing· Understand the differences between the Web and Unified Client Interface (UCI)· Create, Update, Relate, Assign and Delete records in Microsoft Dynamics 365· Create Posts, Notes and Activities. Interact with the Relationship Assistant· Manage, Assign and Complete Activities· Understand Connections and use them to relate records together· Create and save a Personal View of records· Share records and views with other Users· Perform bulk operations on records· Configure Personal Options to customize the user experience· Track Email, Appointments and Tasks in Outlook against records in Dynamics 365· Proficiently find information using Global Search, Quick Find and Advanced Find· Explore the out of the box Reports and create a custom Report using the Report Wizard· Create a Personal Chart and Dashboard and set as your homepage
Module 1: Overview and Setup ProceduresThis module discusses the necessary setup options to start using Payables Management in Microsoft Dynamics GP. It discusses the general setup windows, and also key record setups including vendors and vendor classes.Lessons•Features and Benefits•Payables Management Setup•Payables Setup Options•Vendor Class Maintenance•Vendor Class Accounts Setup•Vendor Maintenance•Vendor Maintenance Options•Vendor Address Maintenance•Vendor Account Maintenance•Beginning Balances•Vendor HistoryLab : Payables Management SetupLab : Setting up a New Vendor ClassLab : Setting up a New VendorModule 2: Daily ProceduresThis module explains the different types of transactions that can be entered in Payables Management. Transactions discussed include invoices, credit memos, debit memos and scheduled payment invoices.Lessons•Batch Entry•Payables Transaction Entry•Scheduled Payments Entry•Post Scheduled PaymentsLab : Enter an InvoiceLab : Enter and Pay an InvoiceLab : Enter a Credit MemoLab : Payables Scheduled PaymentsModule 3: Entering PaymentsThis module explains how to enter payments made to vendors. It discusses entering manual payments and generating checks to pay vendors.Lessons•Payables Manual Payment Entry•Computer Checks - Select Checks•Edit Payables Checks•Edit Payables Check Batches•Print and Post Checks•Apply Payables Documents•Batch RecoveryLab : Manual Payments, Credit CardLab : Manual Payments, Enter a PrepaymentLab : Select ChecksLab : Edit Payables Checks; Adding a PaymentLab : Edit Payables Checks; Removing a Vendor/VoucherLab : Printing and Posting ChecksLab : Applying Payables DocumentsModule 4: Intercompany TransactionsThis module discusses the capabilities and use of intercompany transactions in Payables Management.Lessons•Define Intercompany Relationships•Enter Intercompany Transactions•Post Intercompany Transactions in General Ledger•View Intercompany Transactions in Inquiry
Module 5: Maintaining RecordsThis module focuses on how to manage vendor relationships and the transaction data that you collect from purchasing transactions. Also included in this module is information about reporting and inquiry on vendors and transactions that are associated with purchasing.Lessons•Vendor and Transaction Holds•Void Open Payables Transactions•Void Historical Transactions•Edit Payables Transactions•Change or Delete Vendor Records•Remove History•Reconcile•Use Inquiries•Report Options and Printing•Report GroupsLab : Transaction HoldsLab : Void an Open TransactionLab : Void a Historical TransactionLab : Edit Transaction InformationLab : Delete a VendorLab : Remove HistoryModule 6: Period-End ProceduresThis module discusses period-end closings and the recommended steps that must be completed at each closing. Many of the steps are optional.Lessons•Closing a Period•Close the Calendar Year•Close the Fiscal YearLab : Close Fiscal PeriodsLab : Year-End Closing
Microsoft has introduced new Role-based Certfications for Dynamics 365. The new certification model is based on three tiers of expertise: Fundamentals, Associate, and Expert. The new credentials will replace the MTA, MCSA, MCSE and MCSD certifications.
No previous experience of Microsoft Dynamics 365 is needed to sit this course. The course applies to both Business and Enterprise Editions of Microsoft Dynamics 365 Version 9 as well as online and on-premise deployments.
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