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Microsoft

Set up intercompany trade in Dynamics 365 Supply Chain Management

Learn how to set up intercompany trade.

Units in this learning path:

• Introduction
• Intercompany Trading Overview
• Scenarios
• Set Up Trade
• Set Up Relationships
• Action Policies
• Set Up Charges Posting
• Set Up Agreements Direct Deliveries
• Exercise Set Up Relations
• Check
• Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Supply Chain Management

Duration: 78 minutes

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Microsoft

Set up inventory planning in Dynamics 365 Business Central

Do you want to use inventory planning in Business Central? This module provides information about how to set up items for inventory planning. It also will discuss the replenishment systems and reordering policies, and how to set parameters like the reorder point and maximum inventory.

Units in this learning path:

• 1 Reorder
• 2 Maximum
• 3 Lot for Lot
• 4 Order
• 5 Check
• 6 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Supply Chain Management

Duration: 28 minutes

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Microsoft

Set up inventory replenishment in Dynamics 365 Business Central

gear-duotone-light-full Software Development
Do you want to know how to get started with inventory replenishment in Business Central? This module will focus on how to set up requisition management and explains the differences between the requisition worksheet and the planning worksheet. You also can explore how to enter lines manually in the requisition worksheet.

Units in this learning path:

• 1 Templates
• 2 Differences
• 3 Manually
• 4 Exercise
• 5 Check
• 6 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Supply Chain Management, Finance Accounting, Process Workflow

Duration: 42 minutes

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Microsoft

Set up items for tracking in Dynamics 365 Business Central

Do you want to learn how to set up items for tracking in Microsoft Dynamics 365 Business Central? This module explains how to create item tracking codes that are used to assign and track serial numbers and lot numbers. You can also learn how to enable expiration calculation for items.

Units in this learning path:

• 1 Introduction
• 2 Tracking Codes
• 3 Configure Items
• 4 Check
• 5 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Business Applications

Duration: 29 minutes

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Microsoft

Set up landed cost in Dynamics 365 Supply Chain Management

Streamline inbound shipping operations with the Landed Cost module, offering financial and logistical control over imported freight in Dynamics 365 Supply Chain Management.

Units in this learning path:

• 1 Introduction
• 2 Concepts Terminology
• 3 Parameters
• 4 Voyages
• 5 Delivery
• 6 Multi Leg Journeys
• 7 Shipping
• 8 Costing Parameters
• 9 General Ledger Integration
• 10 Vendor Settings
• 11 Exercise
• 12 Check
• 13 Summary

Products: Dynamics 365, Dynamics Scm, Dynamics Finance

Roles: Functional Consultant

Level: Intermediate

Subjects: Supply Chain Management

Duration: 99 minutes

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Microsoft

Set up lean manufacturing in Dynamics 365 Supply Chain Management

This module provides information about how to configure lean manufacturing in Dynamics 365 Supply Chain Management.

Units in this learning path:

• 1 Introduction to Configure Lean Manufacturing
• 2 Configure Parameters
• 3 Create Value Streams Production Flow Models
• 4 Create Production Flows
• 4 2 Setup Production Flow
• 5 Exercises Configure Lean Manufacturing
• 6 Knowledge Check
• 7 Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant

Level: Intermediate

Subjects: Manufacturing Processes

Duration: 90 minutes

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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
• 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: 95 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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