Microsoft Dynamics 365 F&O Full Course

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Part 1 (Step-by-Step: Legal Entities, Chart of Accounts, Product Information Management Setup Essentials) 29 Topics

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Course Overview (Must Watch)

Part 1 Overview

Understanding Dynamics365 Landscape (Optional)

Microsoft Dynamics 365 F&O- Navigation, Look & Feel

Dynamics 365 F&O Practice Environment

1.1 Creation of legal entity

2.1 Getting Started with Number Sequence for new legal entity.

2.2 Create Automatic Number Sequence

2.3 Exploring the Number Sequence Code

2.4 Let Us Now Explore Manual Number Sequence

3.1 Introduction to Chart of Accounts

3.2 Ledger Setup and Main Accounts Basics

3.3 Creation & Configuration of multiple main accounts with real time examples.

3.4 Creation of Multiple Main Account using Excel Integration.

4.1 Fiscal Calendar Setup

4.2 Currency

4.3 Account structure

4.4 Accounts for Currency Revaluation

5.1 Getting started with products information management.

5.2 Product information management parameters.

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Part 2 (Mastering Vendors, Setting Payment Terms, and Managing Discounts: A Deep Dive into Trade Agreements and Rebates ) 26 Topics

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1.1 Getting started with the creation of the first vendor in a new legal entity.

1.2 Learning about parties, vendors, and party associations.

1.3 Exploring Credit rating, Credit limit, Vendor hold, Reason codes in vendor master

1.4 Exploring Currency, Invoice account, Delivery terms, Mode of delivery in a Vendor

1.5 Introduction to Change management, Terms of payment, Method of payment Setup

2.1 Getting started with trade agreement setup

2.2 Creation of first trade agreement journal

2.3 Viewing the Trade Agreement price in the Purchase Order

2.4 Editing the trade agreements and making changes to the price

3.1 Deep dive into line discounts setup

3.2 Application of line discounts within a Purchase order

3.3 Setting-up line discounts using percentage discounts.

3.4 Exploring line discounts using discount percentages 1 & 2

3.5 Real time examples using line discounts by quantity.

3.6 Additional features using line discounts.

4.1 Application of discount groups for price agreements

4.2 Using vendor discount groups in price agreements.

4.3 Adding vendor surcharges using purchase agreements

4.4 Line discounts Vs Multiline discounts

4.5 Exploring total discounts in D365

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Part 3 (Purchase Order Processing in Depth: Step-by-Step PO Management, Posting Profiles ,Workflow & Real-World Scenarios) 32 Topics

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1.1 Introduction to Purchase order status, Approval status, Purchase type

1.2 Purchase Order views and filter options

1.3 Creation of purchase order step by step exploration

1.4 Getting started with Purchase Order Processing

1.5 Purchase Order processing

2.1 Introduction to PO posting process.

2.2 Getting started with posting profile – Vendor posting profile.

2.3 Inventory posting profile setup for purchase order.

2.4 Exploring the posting profile setup using a purchase order.

3.1 Adding multiple lines, and line numbering in Purchase Order

3.2 Purchase order delivery schedules

3.3 Purchase order copy functionality

3.4 Supplementary items in Purchase order

3.5 Supplementary item additional scenario

4.1 Purchase order partial receiving

4.2 Short closing a purchase order

4.3 Product receipts duplicate check

4.4 Product receipt cancel.

4.5 Purchase order status and vendor reference numbers

4.6 Under Delivery in purchase order

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Part 4 (Advanced Vendor Processes: Consignments, Purchase Agreements, PR Policies, RFQ, Vendor Returns, Vendor collaboration Module – included) – Expert level 31 Topics

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1.1 Getting Started with Vendor Evaluation Criteria Set-up

1.2 Vendor search function based on evaluation criteria

1.3 End to end RFQ process from Purchase requisition

1.4 Purchasing Policies rules (Category access policy rule)

1.5 Purchasing Policies rules (Category Policy Rule)

1.6 Purchasing Policies rules (Purchase requisition control rule)

1.7 Detailed discussion on Requisition Purpose rule & more

1.8 Demand consolidation Policy rule in procurement module

2.1 Introduction to purchase agreement setup

2.2 Example scenario using purchase agreement with quantity commitment

2.3 Purchase agreement with value commitment -Set up

2.4 Example scenario using purchase agreement with value commitment

3.1 Introduction to the consignment business process

3.2 Pre-requisite set-up for consignment warehouse

3.3 Consignment Replenishment Orders

3.4 Inventory ownership change journals

4.1 Getting started with vendor rebate in procurement module

4.2 Getting into the pre-requisite set-up for rebate agreement

4.3 Exploring the vendor rebate with a real-time scenario

5.1 Invoice matching validation using a Purchase order.

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Part 5 (End-to-End Inventory Management: Sites, Warehouses, Transfer Orders, and all Journals with Real-World Scenarios) 24 Topics

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1.1 Getting Started with Site

1.2 Introduction to Warehouse

1.3 Inventory Location Overview

2.1 Posting Profiles for PO process

2.2 Posting profile setup for the Sales process

2.3 Posting profile set-up inventory

3.1 Introduction to Transfer orders

3.2 Pre-requisite set-up required for Transfer Order

3.3 Introduction to Costing with in Transfer Order

3.4 End to end transfer order process

4.1 Transfer order Reservations

4.2 Partial Delivery of TO

4.3 Under delivery with transfer orders

5.1 Getting started with movement journal set-up

5.2 Movement journal end to end process

5.3 Movement journal costing discussion

5.4 Bonus scenarios on movement journal

6.1 When should we use the inventory adjustment journal?

6.2 Inventory adjustment end to end scenario

6.3 Additional scenarios on inventory adjustment

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Part 6 (Advanced Inventory Management: Guide to BOM Journals, Arrival journals, Inventory Blocking, Quality and Quarantine Management) 27 Topics

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1.1 Introduction to BOM journal

1.2 Getting started with BOM journal set-up

1.3 BOM Journal end to end process & posting profile setup

1.4 BOM Journal advanced scenarios

2.1 Item arrival journal and item registrations

2.2 Item arrival journal setup and receiving

2.3 Item journal with Transfer Order

2.4 Arrival overview

3.1 Getting started with counting journals set-up

3.2 Counting reason code policies in counting journal

3.3 Using create lines function in the counting journal

3.4 Counting group introduction

3.5 Costing and excel import in counting

3.6 Counting group codes using counting journals

4.1 Getting started with test groups and tests

4.2 Quality Association Set-up

4.3 Quality Management Process End to end

4.4 Scenario for failing the quality order

5.1 Exploring Inventory blocking from quality order

5.2 Manual inventory blocking

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Part 7 (Sales Management: Deep Dive into Customer Setup, Sales Quotations, Agreements & Serials, Batch numbers) 15 Topics

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1.1 Introduction to Serials and Batch numbers

1.2 Exploring Automatic Serial Number Processing

1.3 Understanding Batch Numbers(Manual , Automatic & Attributes)

1.4 Batch numbers and Inspections orders

1.5 Learning everything about Batch Attributes

2.1 Customer Master Setup

2.2 Customer posting profile setup

3.1 Introduction to sales order creation process

3.2 Additional scenarios with sales order

3.3 Trades agreements setup related with sales process

3.4 Sales quotation process

4.1 Mastering Sales agreements

4.2 Sales orders with multiple deliveries

4.3 Delivery schedule, delivery schedule, delivery reason & unit conversion

4.4 Exploring Sales Order Hold

Part 8 (Advanced Sales Order Processing: Direct Delivery, Sales Commissions, Lead time control & Customer Returns) 14 Topics

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1.1 Mastering sales order and charge codes

1.2 What are summary updates in sales orders?

1.3 Summary update continued

2.1 Customer contacts and party links

2.2 Exploring customer divisions using party

3.1 Delivery date controls with ATP time fence

3.2 Transport lead time, Calendars, and Order entry deadlines

4.1 Sales commissions process in D365

5.1 Direct Delivery process (manual)

5.2 Direct Delivery process in automation

6.1 Understanding the customer return process

6.2 customer returns, disposition codes and re-stocking fee

6.3 Return Orders, Vendor return and replacement order

6.4 Returns using sales credits.

Part 9 (Advance Warehouse Managment I: From Setup to Execution in a New Legal Entity) 12 Topics

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Getting Started in a New Legal Entity: Warehouses, Locations, and Zones

Configuring Inventory Dimensions and Item Groups

Setting Up Work Templates, Location Directives, and Mobile Menus

Configuring Mobile Device Menus

Receiving and Putting Away Goods

Performing Indirect Activities Using the Mobile App

Concepts for Location Transfers and Inventory Status Changes

Complete Setup Guide for Outbound Processes

End-to-End Outbound Process

Transferring from WMS to Non-WMS

Transferring from Non-WMS to WMS

Advanced Transfer Processes

Part 10 (Getting Started with Core Financials: Advance rule Financial Dimension, General journal, FCR, Allocation Rules, Accrual Schema & Customer Aging Concepts) 17 Topics

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Introduction

Financial dimension introduction

Financial dimensions Part 2.

Advance rule financial dimension introduction.

Financial Tags

Currencies & exchange rates set-up

Foreign Currency Revaluation process

Foreign Currency Revaluation (AR/GL)

Introduction to General Journals

General journal voucher templates and periodic journals

Vendor invoice journals

Vendor Prepayment process

Vendor Prepayment Part 2

Ledger Allocation Rule

Accrual Schema

Customer Aging Report

Write- Off Process

Part 11 (Mastering Core Financials: Mastering Inventory Recalculation, Tax modules & Fixed Assets Management Module) 14 Topics

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Inventory Recalculation – FIFO

Inventory Recalculation – LIFO

Weighted and Moving Average Inventory Models

Year end closing

Sales & Purchase Tax Set-up

Taxation rules

Charge Code Adjustments

Fixed Asset Introduction

Fixed Asset Set-up

Fixed Asset Acquisition

Fixed Asset with PO

Fixed Asset Depreciation

Fixed asset Disposal of Sale

Budget Control Concepts

Part 12 (Advanced Finance Managment: Project Management & Accounting Module I) 8 Topics

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Time & Material Projects: Setup and execution without WIP

Time & Material Projects: Learn to manage projects with WIP effectively

Deep Dive into Project Posting Profiles & Journals

Managing Item Requirements & Purchase Orders in Projects

Handling Project Credit Notes, Adjustments, and Reversals

Understanding the project-related sales.

Fixed-Price Projects: Revenue Recognition and Elimination Techniques

Milestone-Based Fixed-Price Projects

Part 13 (Project Management & Accounting Module II: Integrating Expense, Subscription Billing, and Fixed Assets Modules) 9 Topics

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Setting Up Projects in a New Legal Entity

End-to-End Time & Material Projects: With & Without WIP

End-to-End Fixed-Price Projects

Investment Projects (With Fixed assets)

Getting Started with Expense Management module – Setup

Integrating Expense Management with Projects Module

Subscription Billing Module: Setup and Configuration

Integrating Subscription Billing concepts with Project

Project Budget Setup & Execution

DYNAMICS 365 LAB

DYNAMIC 365 LAB

Microsoft Dynamics 365 F&O Full Course

Course Content