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Success by Design is the prescriptive guidance (approaches and best practices) for designing, building, and deploying a Microsoft Dynamics 365 solution.

Units in this learning path:

• 1 Introduction
• 2 Overview
• 3 Why
• 4 Phases
• 5 Implement
• 6 Track Progress
• 7 Check
• 8 Summary

Products: Dynamics 365, Dynamics Sales, Customer Insights Journeys, Dynamics Customer Service, Dynamics Field Service, Dynamics Finance, Dynamics Scm, Dynamics Project Operations, Dynamics Commerce, Dynamics Human Resources

Roles: Solution Architect, Functional Consultant

Level: Intermediate

Subjects: Business Applications, Process Workflow

Duration: 61 minutes

Learn how to set up Sustainability agents in Copilot Studio.

Modules in this learning path:

• Sustainability Insights Copilot

Products: Industry Solutions, Mscloud Sustainability

Roles: Business User, Functional Consultant, Developer, Administrator, Solution Architect

Level: Beginner, Intermediate

Subjects: Business Applications

Duration: 28 minutes

Learn how to use Text Analytics for health in Microsoft Cloud for Healthcare.

Modules in this learning path:

• Healthcare Text Analytics
• Work Health Text Analytics
• Healthcare Text Analytics Fhir

Products: Industry Solutions, Mscloud Healthcare

Roles: Business User, Functional Consultant, Solution Architect

Level: Intermediate

Subjects: Business Applications

Duration: 117 minutes

Are you using Trade in Business Central? This learning path discusses the setup requirements and how to start using Trade in Business Central.

Modules in this learning path:

• Trade Master Data Dynamics 365 Business Central
• Trade Set Up Dynamics 365 Business Central

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting, Supply Chain Management

Duration: 170 minutes

Get started with Transact-SQL programming

Units in this learning path:

• Introduction
• Describe T SQL for Programming
• Describe Batches
• Declare Assign Variables Synonyms
• Use If While Blocks to Control Program Flow
• Exercise Program T SQL
• Knowledge Check
• Summary

Products: Azure SQL Database, Azure SQL Managed Instance, Azure SQL Virtual Machines, Azure Sqlserver Vm, SQL Server

Roles: Data Analyst, Data Engineer, Data Scientist, Database Administrator, Developer, Solution Architect, Student

Level: Advanced

Subjects: Data Analytics, Databases

Duration: 58 minutes

Explore the importance of Volunteer Management and Engagement in nonprofits, from opportunity publication to post-engagement activities in Microsoft for Nonprofits.

Units in this learning path:

• 1 Introduction
• 2 Voluteer Management
• 3 Dashboards
• 4 Volunteer Engagement
• 5 Check
• 6 Summary

Products: Industry Solutions, Mscloud Nonprofit

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Business Applications

Duration: 15 minutes

Your organization can continue to benefit from your current external or partner enterprise resource planning (ERP) and order management systems while using the core Warehouse management functionality from Microsoft Dynamics 365 Supply Chain Management in Warehouse management only mode.

Units in this learning path:

• Introduction
• Inbound Outbound Process
• Deployment Options
• Warehouse Management Only Mode External Erp Systems
• Warehouse Management Only Mode External Shared Warehouses
• Check
• Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User, Administrator

Level: Intermediate

Subjects: Supply Chain Management

Duration: 27 minutes

This learning path introduces you to Windows PowerShell and provides an overview of the product’s functionality. It explains how to open and configure Windows PowerShell, run commands, and use its built-in Help system.

Modules in this learning path:

• Review Windows Powershell
• Understand Command Syntax Windows Powershell
• Find Commands Get Help Windows Powershell

Products: Azure, Entra Id, Azure Cloud Shell, Azure Powershell, Azure Virtual Machines, M365

Roles: Administrator

Level: Intermediate

Subjects: Architecture, Storage, Virtual Machine

Duration: 133 minutes

The implementation lifecycle for finance and operations will help you to understand the best practices recommended to accomplishing a successful journey through a finance and operations implementation, and the tools available to support it.

Units in this learning path:

• Introduction
• 01 Implementation Overview
• 01 2 Roles
• 02 Project Phases
• 02 2 Planning Architecture
• 02 3 Combine Tool Solutions
• 03 Check
• 04 Summary

Products: Dynamics 365, Dynamics Finance, Dynamics Scm

Roles: Functional Consultant, Solution Architect, Developer

Level: Intermediate

Subjects: Process Workflow

Duration: 50 minutes

Learn how to create free text invoices, record customer payments, distribute funds, configure recurring invoices, and reimburse a customer.

Units in this learning path:

• 1 Ar Daily Procedures Intro
• 2 Create Free Text Invoices
• 6 Exercise Create Free Text Invoice
• 3 Payments for Free Text Invoices
• 4 Create Payments Customer Invoices
• 7 Exercise Work Invoices Sales
• 5 Settle Transactions Undo
• 8 Exercise Process Invoice Settle
• Reimburse Customer
• 9 Ar Daily Procedures Quiz
• 10 Ar Daily Procedures Summary

Products: Dynamics 365, Dynamics Finance

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Finance Accounting

Duration: 97 minutes

This module examines how agents act as AI-powered assistants embedded within SharePoint and Microsoft Copilot Chat, providing real-time support by offering suggestions, automating processes, and helping users navigate through complex tasks.

Units in this learning path:

• Introduction
• No Code Agents
• Who Can Create Use No Code Agents
• Explore Benefits No Code Agents
• Enhance Collaboration Using No Code Agents
• Examine Governance Controls No Code Agents
• Knowledge Check
• Summary

Products: M365, Office 365

Roles: Administrator, Business User, Developer, Student

Level: Beginner

Subjects: Artificial Intelligence, Business Applications, Productivity

Duration: 35 minutes

Plan and set up a tailored chart of accounts in Dynamics 365 Finance, for your finance department's specific needs, including multiple legal entities if necessary.

Units in this learning path:

• Introduction
• Plan Chart Accounts
• Multiple Chart Accounts
• Set Up Chart Accounts
• Exercise
• Check
• Summary

Products: Dynamics 365, Dynamics Finance

Roles: Functional Consultant

Level: Intermediate

Subjects: Finance Accounting

Duration: 33 minutes