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Microsoft

Set up ledgers and journals in Dynamics 365 Finance

Learn how to set up the General ledger, where all other modules post their related financial transactions.

Units in this learning path:

• 1 Configure Ledgers Journals Introduction
• 2 Different Types of Journals
• Use Cases
• 3 Configure Ledger Journal Setup
• Configure Posting Layers Ledger Transactions
• Implement Voucher
• Journal Approvals
• 4 Configure Use Journals
• Journal Lines Excel
• Reverse Journal Posting
• Set Up Batch Transfer Rules
• 5 Exercise Configure Ledger Journal Setup
• 6 Configure Ledgers Journals Quiz
• 7 Configure Ledgers Journals Summary

Products: Dynamics 365, Dynamics Finance

Roles: Functional Consultant

Level: Intermediate

Subjects: Finance Accounting

Duration: 100 minutes

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Microsoft

Set up low-code plug-ins

Learn how to set up low-code plug-ins.

Units in this learning path:

• Introduction
• Low Code Plug Ins
• Create Plug in
• Instant Plug in
• Exercise Instant
• Automated Plug Ins
• Exercise Automated
• Check
• Summary

Products: Dataverse, Power Apps, Power Automate

Roles: Maker, Functional Consultant

Level: Beginner

Subjects: Business Applications

Duration: 47 minutes

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Microsoft

Set up main assets and asset components in Dynamics 365 Business Central

Do you want to find out how to group several fixed assets? This module shows you how to set up main assets and assign other fixed assets as components.

Units in this learning path:

• 1 Introduction Setup
• 2 Analyze
• 3 Exercise
• 4 Check
• 5 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 23 minutes

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Microsoft

Set up maintenance information in Dynamics 365 Business Central

Do you want to keep track of the maintenance of your fixed assets? This module explains how to set up fixed asset maintenance information in Microsoft Dynamics 365 Business Central.

Units in this learning path:

• 1 Introduction
• 2 Accounts
• 3 Codes
• 4 Check
• 5 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 21 minutes

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Microsoft

Set up maintenance requests in Asset Management for Dynamics 365 Supply Chain Management

For your organization to use the Maintenance components of Asset Management for Dynamics 365 Supply Chain Management, you must first set up the framework. This module will show you how to configure maintenance requests and request types, lifecycle states, and establish maintenance worker responsibilities.

Units in this learning path:

• 01 Introduction
• 02 Create Maintenance Request State
• 03 Create Maintenance Request Model
• 04 Create Maintenance Request Type
• 05 Maintenance Worker
• 06 Exercise
• 07 Check
• 08 Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant

Level: Intermediate

Subjects: Supply Chain Management

Duration: 70 minutes

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Microsoft

Set up metrics and alerts for Customer Voice surveys

Set up satisfaction metrics and add survey response alerts.

Units in this learning path:

• 1 Introduction
• 2 Configure Satisfaction
• 3 Custom Score Metrics
• 4 Satisfaction Metrics
• 5 Survey Response Alerts
• 6 Manage Complete Alerts
• 7 Exercise
• 8 Check
• 9 Summary

Products: Dynamics 365, Customer Voice, Dynamics Sales

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Customer Relationship Management

Duration: 66 minutes

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Microsoft

Set up multiple element revenue allocation in Dynamics 365 Finance

Learn to track subscription billing revenue with multiple element revenue allocation and MEA templates.

Units in this learning path:

• Introduction
• Set Up Multi Element
• Multiple Element Arrangement
• Check
• Summary

Products: Dynamics 365, Dynamics Finance

Roles: Administrator, Business User

Level: Intermediate

Subjects: Business Applications

Duration: 28 minutes

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Microsoft

Set up non-stocked materials and track usage on projects with Dynamics 365 Project Operations

Learn about non-stocked materials and usage tracking.

Units in this learning path:

• Introduction
• Material Usage
• Review Approval
• Recall
• Delete
• Check
• Summary

Products: Dynamics 365, Dynamics Project Operations, Dynamics Finance

Roles: Functional Consultant, Business User

Level: Beginner

Subjects: Business Applications

Duration: 21 minutes

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Microsoft

Set up number series and trail codes in Dynamics 365 Business Central

Do you need to set up number series for documents, journals, and other records? This module explains how to set up number series and how to number documents, journals, and master data. Additionally, it shows you how to create and use source codes and reason codes in Dynamics 365 Business Central.

Units in this learning path:

• 1 Number Series
• 2 Relationships
• Suggest Numbers Copilot
• 3 Trail Codes
• 4 Exercise
• 5 Check
• 6 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Business Applications, Data Management

Duration: 50 minutes

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Microsoft

Set up onboarding experiences in Dynamics 365 Business Central

Learn how to set up onboarding experiences in Dynamics 365 Business Central.

Units in this learning path:

• Introduction
• Onboard New Users
• Get Users Started Checklist
• Implement Tips Tour
• Check
• Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Developer, Functional Consultant

Level: Intermediate

Subjects: Business Applications

Duration: 56 minutes

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Microsoft

Set up order to cash in Dynamics 365 Supply Chain Management

Learn to set up order to cash in Dynamics 365 Supply Chain Management.

Units in this learning path:

• Introduction
• Overview
• Order Cash
• Relationship Management
• Customer Set Up
• Trade Agreements
• Sales Quotation
• Sales Order
• Order Promising
• Set Up Promising
• Set Up Hold Codes
• Set Up Commissions
• Set Up Search
• Check
• Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Supply Chain Management

Duration: 67 minutes

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Microsoft

Set up organization and reference data

Learn how to set up organization and reference data in Microsoft for Sustainability.

Units in this learning path:

• Introduction
• Exercise Profile Data
• Check
• Summary

Products: Industry Solutions, Mscloud Sustainability

Roles: Business User, Functional Consultant, Solution Architect

Level: Intermediate

Subjects: Business Applications

Duration: 36 minutes

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