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Learn to set up and use Employee self service and Manager self service in Dynamics 365 Human Resources.

Units in this learning path:

• Introduction
• Employee Self Service
• Create Custom Links
• Change Name
• Edit Personal
• Time Off Data Summarization
• Exercise
• Transform Employee Experience Simulation
• Check
• Summary

Products: Dynamics 365, Dynamics Human Resources

Roles: Functional Consultant, Business User, Administrator

Level: Intermediate

Subjects: Business Applications

Duration: 46 minutes

Automate data extraction from scanned documents or images using optical character recognition (OCR) technology.

Units in this learning path:

• Introduction
• Configuration Options
• Enable Automatic Vendor
• Use Workflow
• View Automation
• Check
• Summary

Products: Dynamics 365, Dynamics Finance

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 39 minutes

Discover the key components of basic budgeting in Dynamics 365 Finance, and how to implement a budget register workflow.

Units in this learning path:

• Introduction
• Plan Basic Budgeting Control
• Methodologies
• Basic Budgeting Overview
• Set Up Basic Budgeting
• Create Manage Budget Register Entries
• Exercise Create Budget Register Entry
• Implement Workflow
• Use Workspace Inquiry Pages
• Use Inquiries Reports
• Exercise Set Up Components
• Check
• Summary

Products: Dynamics 365, Dynamics Finance

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 79 minutes

Learn to set up and use budget control.

Units in this learning path:

• Introduction
• Budget Control
• Parameters
• Funds Available
• Source Documents
• Groups
• Activate Budget Control
• Exercise
• Check
• Summary

Products: Dynamics 365, Dynamics Finance

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 60 minutes

Learn how to set up and use demand planning.

Units in this learning path:

• Introduction
• Demand Planning App
• Security Roles Row Level Security
• View Customize Tables
• Import Data
• Transform Data
• Calculation Profiles
• Calculation Models
• Check
• Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Supply Chain Management

Duration: 46 minutes

Learn about setting up and using discrete manufacturing resources.

Units in this learning path:

• Introduction
• Set Up Calendar Resources
• Set Up Working Time Templates
• Create Calendars
• Resource Capabilities
• Resource Groups
• Check
• Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User, Administrator

Level: Intermediate

Subjects: Supply Chain Management

Duration: 34 minutes

A route defines the process for producing a product or product variant. You can use Dynamics 365 Supply Chain Management to streamline these processes to make them more efficient for your organization.

Units in this learning path:

• Introduction
• Create Operations Relations
• Work Simultaneous Operations
• Set Up Route Groups
• Route Versions
• Copy Routes
• Route Networks
• Work Primary Secondary Routes
• Exercise
• Check
• Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User, Administrator

Level: Intermediate

Subjects: Supply Chain Management

Duration: 37 minutes

Dynamics 365 Project Operations provides tools to cover project-based quotes, scheduling modes, cost and sales pricing, subcontract management, vendor invoicing, time entries, project management, material usage tracking, and intercompany pricing and invoicing. Understanding revenue recognition is also important for managing project costs. Project Operations provides all necessary information for effective project management, customization, and organization-specific pricing dimensions.

Modules in this learning path:

• Get Started Project Operations
• Get Started Subcontracting
• Manage Estimations Project Operations
• Set Up Cost Sales Price
• Set Up Pricing Dimensions
• Advanced Project Planning Task Scheduling
• Work with Subcontracts
• Time Entries Modern Approvals
• Set Up Non Stocked Material Track Usage
• Create Vendor Invoice Resource Non Stocked
• Set Up Intercompany Pricing Invoicing
• Revenue Recognition

Products: Dynamics 365, Dynamics Project Operations

Roles: Administrator, Functional Consultant, Business User

Level: Intermediate

Subjects: Process Workflow, Resource Management, Business Reporting, Finance Accounting

Duration: 637 minutes

Dynamics 365 Project Operations allows you to create a vendor invoice for a lite deployment in Project Operations. Customers can choose to use the full subcontracting experiences or not. Additionally, proforma invoices can be useful when editing existing invoices in the Project Operations environment. You are able to post these invoices and make corrections to improve your project management processes.

Modules in this learning path:

• Get Started Project Operations
• Create Vendor Invoice Lite Deployment
• Proforma Invoicing Corrections

Products: Dynamics 365, Dynamics Project Operations

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Process Workflow, Resource Management, Business Reporting, Finance Accounting

Duration: 222 minutes

Learn how to set up and use production control for discrete manufacturing in Dynamics 365 Supply Chain Management.

Units in this learning path:

• Introduction
• Prerequisite Setup Production Control
• Production Groups
• Production Control Parameters
• Production Pools
• Allocation Keys
• Set Up Journal Parameters
• Create Production Unit
• Check
• Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User, Administrator

Level: Intermediate

Subjects: Supply Chain Management

Duration: 64 minutes

Service Management in Dynamics 365 Supply Chain Management streamlines service ops with automation, optimized dispatching, efficient service orders, and improved resource allocation.

Modules in this learning path:

• Set Up Service Management
• Set Up Service Order Dispatching
• Work Service Agreements
• Work Service Orders Supply Chain Management
• Work Service Order Dispatching

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Supply Chain Management

Duration: 217 minutes

Learn how to set up and configure Dynamics 365 Sales to use sales accelerator features. Use the Sales accelerator so sellers can sell build a sales pipeline, using automated recommendations throughout a sales sequence that helps accelerate the sales process.

Modules in this learning path:

• Set Up Sales Accelerator
• Sales Sequence
• Work Segments Sales
• Work Sales Assignment Rules
• Engage Customers Text Messages

Products: Dynamics 365, Dynamics Sales

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Marketing Sales

Duration: 268 minutes