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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

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: 265 minutes

Learn how to set up and work in a developer environment for finance and operations apps. You explore the cloud and on-premises architectures, deploy and access a cloud-hosted development environment, and download, install, and update a local virtual hard disk (VHD) environment. You also configure Visual Studio and the Dynamics 365 developer tools, and then design, create, and build models and packages so that you can develop, test, and deploy customizations.

Units in this learning path:

• Introduction
• Access Cloud Hosted Development Environments
• On Premises Architecture
• Set Up Vhd First Time Use
• Set Up Manage Downloadable Vhd Development
• Upgrade Vhd
• Exercise Install Virtual Machine
• Access Configure Visual Studio
• Models Packages
• Design Create Models
• Exercise Configure Visual Studio
• Check
• Summary

Products: Dynamics 365, Dynamics Finance, Dynamics Scm

Roles: Solution Architect, Developer

Level: Intermediate

Subjects: Custom App Development

Duration: 96 minutes

This learning path helps you efficiently use finance insights tools to handle customer payments, create customer payment predictions, create accurate and editable cash flow forecasts, and create data generated budget proposals in Dynamics 365 Finance.

Modules in this learning path:

• Get Started Finance Insights
• Setup Finance Insights
• Use Customer Payment Predictions Finance
• Intelligent Cash Flow Finance
• Intelligent Budget Proposal Finance

Products: Dynamics 365, Dynamics Finance

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting, Supply Chain Management

Duration: 170 minutes

Learn to set up and work with inbound operations using inventory management in Dynamics 365 Supply Chain Management.

Units in this learning path:

• Introduction
• Inbound Operations
• Arrival Overview
• Set Up Item
• Set Up Default
• Exercise
• Check
• Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Supply Chain Management

Duration: 32 minutes

Learn to set up and work with inventory control in Dynamics 365 Supply Chain Management.

Units in this learning path:

• Introduction
• Inventory Cost
• Inventory Closing
• Archive Inventory
• Check
• Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Supply Chain Management

Duration: 39 minutes

The Landed cost module in Dynamics 365 Supply Chain Management helps you streamline your organization’s inbound shipping operations.

Modules in this learning path:

• Set Up Landed Cost Supply Chain Management
• Work with Landed Cost Supply Chain Management

Products: Dynamics 365, Dynamics Scm, Dynamics Finance

Roles: Functional Consultant, Business User

Level: Beginner

Subjects: Finance Accounting, Supply Chain Management

Duration: 173 minutes

Learn how to set up and work with outbound operations.

Units in this learning path:

• Introduction
• Outbound Operations
• Outbound Setup
• Default Order Settings
• Reserve Inventory Quantities
• Reserve Sales Order Batch Numbers
• Check
• Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Supply Chain Management

Duration: 27 minutes