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Accounts payable are a liability due to a creditor when you order goods or services without paying in cash up front, which means that you buy goods on credit. Learn how to configure accounts payable in Dynamics 365 Finance, record vendor invoices, and distribute expenses, tax, and charges across accounts.

Modules in this learning path:

• Configure Accounts Payable in Dynamics 365 Finance Ops
• Purchase Order Invoices Finance
• Work Accounts Payable Daily Finance
• Work Invoice Matching Finance
• Accounting Distributions Invoice Validations Settlements in Dynamics 365 Finance Ops
• Ocr Vendor Invoices Finance

Products: Dynamics 365, Dynamics Finance

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Finance Accounting, Process Workflow

Duration: 507 minutes

Learn how to work with accounts payable invoice matching in Dynamics 365 Finance.

Units in this learning path:

• Introduction
• Accounts Payable
• Invoice Totals
• Two Way Price Totals
• Two Way Net Unit
• Three Way Matching
• Charges Matching
• Check
• Summary

Products: Dynamics 365, Dynamics Finance

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 33 minutes

Configure 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. In this learning path, you also learn how to do daily tasks in accounts receivable.

Modules in this learning path:

• Configure Accounts Receivable in Dynamics 365 Finance Ops
• Accounts Receivable Daily Procedures in Dynamics 365 Finance Ops
• Configure Credit and Collections in Dynamics 365 Finance Ops
• Process Credit Collections in Dynamics 365 Finance Ops

Products: Dynamics 365, Dynamics Finance

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 409 minutes

Empower business users to make important decisions by using analytics and reporting in finance and operations apps.

Units in this learning path:

• 1 Analytics Reporting Introduction
• 2 Different Types Reports Inquiries
• 3 Financial Reporting
• 4 Find Inquiries Reports
• 4 1 Generate Consume Inquiries Reports
• 5 Power Platform
• 6 Exercise Generate Explore Financial Report
• 12 Analytics Reporting Quiz
• 13 Analytics Reporting Summary

Products: Dynamics 365, Dynamics Finance, Dynamics Scm

Roles: Business User, Functional Consultant, Solution Architect

Level: Intermediate

Subjects: Data Analytics

Duration: 68 minutes

This module explains how to use arrays and hash tables in Windows PowerShell scripts.

Units in this learning path:

• Introduction
• Define Array Windows
• Work Array Lists Windows
• Define Hash Tables Windows
• Work Hash Tables Windows
• Knowledge Check
• Summary

Products: Azure, Entra Id, Azure Cloud Shell, Azure Powershell, M365

Roles: Administrator

Level: Intermediate

Subjects: Architecture, Storage, Virtual Machine

Duration: 35 minutes

Reduce manual effort and prevent loss of unassigned records with Dynamics 365 Sales assignment rules feature.

Units in this learning path:

• Introduction
• Assignment Overview
• Define Users
• Manage Seller Attributes
• Create Rules
• Manage Rules
• Unassigned Records
• Check
• Summary

Products: Dynamics 365, Dynamics Sales

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Marketing Sales

Duration: 65 minutes

Set up recurring integrations to enable exchange of documents between finance and operations and other apps.

Units in this learning path:

• 1 Introduction
• 2 Data Project
• 6 Exercise
• 3 Authorize
• Monitor Status Entities
• Develop Data Transformation
• 4 Cds
• Dataverse Virtual Entities
• 5 Composite
• 5 2 Azure Data Lake Entity Store
• Connect Azure Data Lake
• Change Data Azure Data Lake
• 5 3 Power Platform Convergence
• 7 Check
• 8 Summary

Products: Dynamics 365, Dynamics Finance, Dynamics Scm

Roles: Developer, Solution Architect

Level: Advanced

Subjects: Data Management

Duration: 140 minutes

Explore the crucial role of scheduling systems in Dynamics 365 Supply Chain Management, including capacity planning and production order setup.

Units in this learning path:

• 1 Work Capacity Planning Scheduling Discrete Introduction
• 2 Scheduling Options
• 3 Split a Production Order
• 4 Operations Scheduling
• 5 Job Scheduling
• 6 Scheduling Options Gantt Chart
• 7 Resource Scheduling
• 8 Scrap and Waste
• 9 Exercise Start Discrete Production Order
• 10 Exercise Run Resource Schedule
• 11 Work Capacity Planning Scheduling Discrete Quiz
• 12 Work Capacity Planning Scheduling Discrete Summary

Products: Dynamics 365, Dynamics Scm

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Supply Chain Management, Manufacturing Processes

Duration: 100 minutes

Capacity planning helps your organization estimate the capacity of your asset load. This is important because it helps you plan for maintenance, identify work orders assigned to your assets, whether scheduled or unscheduled. This module reviews how to calculate capacity loads for your assets as well as forecasting item consumption for your assets over a period of time.

Units in this learning path:

• 01 Introduction
• 02 Calculate Capacity Load
• 03 Calculate Item Forecast
• 04 Exercise
• 05 Check
• 06 Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Supply Chain Management

Duration: 39 minutes

This learning path focuses on Case Management capabilities of Dynamics 365 Customer Service including options for creating cases, managing the case resolution process, working with case hierarchies and merging similar cases. Queues can be used to maintain and manage case workloads for customer service agents.

Modules in this learning path:

• Customer Service Get Started
• Customer Service Cases
• Manage Cases Customer Service Workspace
• Using Dynamics 365 Queues to Manage Case Workloads
• Agent Collaboration
• Configure Copilot
• Auto Create Records Hub

Products: Dynamics 365, Dynamics Customer Service

Roles: Business User, Functional Consultant

Level: Beginner

Subjects: Customer Relationship Management

Duration: 405 minutes

You can use the Cash and bank management module in Dynamics 365 Finance to maintain an organization's bank accounts and the financial instruments that are associated with those bank accounts. These instruments include deposit slips, checks, bills of exchange, and promissory notes. You can also reconcile bank statements and print bank data on standard reports.

Units in this learning path:

• 1 Work with Cash and Bank Introduction
• 2 Use Cash and Bank Processes
• 3 Use Cash and Bank Workspaces
• 4 Exercise Make Deposit and Payment Reversal
• 5 Exercise Use Bank Management Workspace
• 6 Work with Cash and Bank Quiz
• 7 Work with Cash and Bank Summary

Products: Dynamics 365, Dynamics Finance

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Finance Accounting

Duration: 64 minutes

Do you want to create standardized choice lists that you can use across all of your Power Apps? This module shows you how to create new or use standard choice lists called choices in Dataverse.

Units in this learning path:

• 1 Option Sets
• Choice Column
• 2 Standard
• 3 Exercise
• 4 Check
• 5 Summary

Products: Dynamics 365, Power Platform, Dataverse, Power Apps

Roles: Functional Consultant

Level: Beginner

Duration: 21 minutes