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Learn to set up the Accounts receivable module in Dynamics 365 Finance to create customer invoices, post packing slips, and use free text invoices that aren't related to sales orders. This module also explains how to receive customer payments by using several different payment types, such as cash, checks, credit cards, and electronic payments.

Units in this learning path:

• 1 Configure Accounts Receivable Intro
• 2 Payment Schedule
• 3 Terms Payment Days
• 4 Cash Discounts
• 5 Payment Fees
• 6 Setup Credit Card Payment Service
• 7 Methods Payment Control
• Payment Calendar Rules
• 8 Create Maintain Customers
• 9 Setup Customer Posting Profiles
• 10 Configure Accounts Receivable Charges
• 11 Exercise Configure Customer Posting
• 13 Configure Ar Quiz
• 14 Configure Ar Summary

Products: Dynamics 365, Dynamics Finance, Dynamics Scm

Roles: Functional Consultant

Level: Intermediate

Subjects: Finance Accounting

Duration: 120 minutes

Do you want to analyze your business in another currency? If so, complete this module and find out how you can set up another reporting currency to display general ledger results in a currency other than the local one.

Units in this learning path:

• 1 Setup
• 2 Run
• 3 Adjust
• 4 Exercise
• 5 Check
• 6 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Business Applications

Duration: 41 minutes

Discover how to efficiently manage fixed assets in Dynamics 365 Finance with step-by-step instructions for setup, acquisition, and recording.

Units in this learning path:

• Introduction
• Life Cycle Fixed Asset
• Management Workspace
• Fixed Assets Page
• Set Up Fixed Assets
• Create Fixed Asset
• Activate Stock Item
• Set Up Acquisitions
• Proposals
• Procurement
• Estimate Eliminate Project
• Manual Automatic Methods
• Exercise
• Check
• Summary

Products: Dynamics 365, Dynamics Finance

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 93 minutes

Learn how to build mobile experiences for finance and operations apps by using virtual entities

Units in this learning path:

• Introduction
• Virtual Entities
• Set Up Dataverse Virtual Entities
• Integration Setup
• Enable Virtual Entities
• Build Mobile Experience
• Access Mobile Experiences
• Check
• Summary

Products: Dynamics 365, Dynamics Finance, Dynamics Scm

Roles: Functional Consultant, Solution Architect, Developer

Level: Intermediate

Subjects: Custom App Development

Duration: 103 minutes

Learn how to configure Dynamics 365 Sales for your organization—including AI-powered features like Copilot, predictive scoring, conversational intelligence, and AI agents. Explore the Dynamics 365 AI Hub to set up prerequisites, manage agents, and monitor performance so your sellers can prioritize their pipeline and close deals faster.

Units in this learning path:

• 1 Introduction
• Prepare Deployment
• 4 Security Roles
• 2 Configure Application
• Configure Collaboration
• Copilot
• Set Up AI Hub
• Configure Intelligence
• Sales Accelerator
• Knowledge Check
• 6 Summary

Products: Dynamics 365, Dynamics Sales

Roles: Business User, Functional Consultant

Level: Beginner

Subjects: Marketing Sales

Duration: 85 minutes

Learn how to set up and configure Expense management in Microsoft Dynamics 365 Project Operations.

Units in this learning path:

• 01 Introduction
• 02 Workspace
• 03 Parameters
• 04 Workflows
• 05 Policies Per Diem Rules
• Evaluate Policies Audit Workbench
• Set Up Mileage Expense
• 06 Intercompany Expenses
• 07 Personal Expenses
• Import Credit Card Transactions
• 08 Receipt Processing
• 09 Vat Recovery
• 10 Check
• 11 Summary

Products: Dynamics 365, Dynamics Project Operations, Dynamics Finance

Roles: Business User, Functional Consultant, Administrator

Level: Intermediate

Subjects: Finance Accounting

Duration: 133 minutes

Build a solid foundation in Azure Databricks by understanding its architecture, integrations, compute options, and data organization capabilities. Learn how Azure Databricks provides a unified platform for data engineering, analytics, and AI workloads in the cloud.

Modules in this learning path:

• Explore Azure Databricks
• Understand Azure Databricks Architecture
• Understand Azure Databricks Integrations
• Select and Configure Compute
• Create and Organize Objects in Unity Catalog

Products: Azure Databricks

Roles: Data Engineer

Level: Intermediate

Subjects: Data Engineering

Duration: 409 minutes

Are you interested in marketing applications? This module explains how to sign up for a free trial or purchase Dynamics 365 Customer Insights - Journeys. It also explains how to set up and manage your Customer Insights - Journeys environment.

Units in this learning path:

• 1 Introduction
• 2 Trial
• 3 Purchase
• Install
• 4 Modify
• 5 Manage
• 6 Up to Date
• 7 Uninstall
• 8 Knowledge Check
• 9 Summary

Products: Dynamics 365, Customer Insights Journeys

Roles: Administrator, Functional Consultant, Business User

Level: Intermediate

Subjects: Marketing Sales

Duration: 47 minutes

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