Explore digital courses

Do you want to learn how to work with reports in Microsoft Dynamics 365 Business Central? In this module, you'll learn how to work with reports and the difference between preview, run, email, and print.

Units in this learning path:

• 1 Introduction
• 2 Preview Run
• Set Layout
• 3 Printers
• 4 Check
• 5 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Developer

Level: Intermediate

Duration: 59 minutes

Discover how to accurately capture customer needs, lead requirement sessions, and identify functional and non-functional requirements for Microsoft Power Platform and Dynamics 365.

Units in this learning path:

• 1 Introduction
• 2 Capture Sessions
• 3 Functional Requirements
• 4 Non Functional Requirements
• 5 Finalize Requirements
• 6 Check
• 7 Summary

Products: Dynamics 365, Dynamics Finance, Dynamics Business Central, Dynamics Customer Service, Dynamics Field Service, Dynamics Human Resources, Customer Insights Journeys, Customer Insights Data, Dynamics Commerce, Dynamics Sales, Dynamics Scm, Power Automate, Power Bi, Power Apps, Power Platform

Roles: Solution Architect

Level: Advanced

Subjects: Field Management

Duration: 23 minutes

Use Dynamics 365 Finance to customize revenue recognition rules, set up schedules, manage inventory, and define pricing efficiently.

Units in this learning path:

• Introduction
• Set Up Revenue Schedules
• Set Up Inventory
• Define Revenue Price
• Bundles
• Knowledge Check
• Summary

Products: Dynamics 365, Dynamics Finance

Roles: Functional Consultant, Solution Architect

Level: Intermediate

Duration: 24 minutes

This module explains how to use scripting constructs for iteration and decision making in Windows PowerShell.

Units in this learning path:

• Introduction
• Review Use Foreach Loop Scripts
• Review Use If Construct Scripts
• Review Use Switch Construct Scripts
• Review for Construct Scripts
• Review Other Loop Scripts
• Review Break Continue Scripts
• Knowledge Check
• Summary

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

Roles: Administrator

Level: Intermediate

Subjects: Architecture, Storage, Virtual Machine

Duration: 39 minutes

Create and activate segments in Dynamics 365 Sales accelerator to group records based on conditions and connect them to sequences.

Units in this learning path:

• Introduction
• Create Segments
• Connect Segments
• Segment Details
• Manage Segments
• Check
• Summary

Products: Dynamics Sales

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Business Applications

Duration: 41 minutes

Designing reports for enterprise scale requires more than just connecting to data. Understanding semantic models and strategies for scalability and lifecycle management are key to a successful enterprise implementation. This learning path helps you prepare for the Fabric Analytics Engineer Certification.

Modules in this learning path:

• Dax Power Bi Create Calculations
• Design Scalable Semantic Models
• Optimize Model Power Bi
• Create Manage Power Bi Assets
• Enforce Power Bi Model Security

Products: Power Bi, Fabric

Roles: Data Analyst, Data Engineer

Level: Intermediate

Subjects: Data Modeling

Duration: 372 minutes

Working with service agreements offers several benefits, including streamlined management of customer commitments, improved service delivery tracking, and enhanced billing and invoicing processes. It allows for more efficient contract management with flexible subscription and fee structures, supports automated price adjustments through indexed sales prices, and ensures compliance with service-level agreements.

Units in this learning path:

• Introduction
• Service Agreements
• Create Project Service Agreement
• Add Subscription
• Manage Subscription Fees
• Create Service Agreement Template
• Copy Service Template Lines
• Add Bill of Materials
• Service Order Level Agreements
• View Manage Reason Codes
• Check
• Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Supply Chain Management

Duration: 36 minutes

Learn how to work with service items in Dynamics 365 Business Central.

Units in this learning path:

• Introduction
• Create Modify
• Troubleshoot
• View History
• Use Reports
• Exercise
• Check
• Summary

Products: Dynamics Business Central, Dynamics 365

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Business Applications

Duration: 48 minutes

Working with service order dispatching in Dynamics 365 Supply Chain Management is crucial for efficiently managing and assigning service tasks to field technicians. It ensures timely delivery of services, optimizes resource allocation, and improves customer satisfaction by meeting service level agreements. Additionally, it enhances operational efficiency by streamlining the scheduling and tracking of service orders.

Units in this learning path:

• Introduction
• Dispatch Board
• Prioritize Service Orders
• Service Order Status Activities
• Reassign Activities
• Reverse Changes
• Undispatched Orders
• Modify Service Bom
• Check
• Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Supply Chain Management

Duration: 35 minutes

Managing service orders is a crucial aspect of providing excellent customer service. This module describes how to effectively create, manage, and track service orders in Dynamics 365 Business Central, helping to lead toward streamlined service operations and enhanced customer satisfaction.

Units in this learning path:

• Introduction
• Create Manage Service Orders
• Create Customer
• Manage Statuses Track Progress
• Comments
• History
• Exercise
• Check
• Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Business Applications

Duration: 67 minutes

Working with service orders is crucial for efficiently managing and tracking service-related activities, such as maintenance, repairs, and installations. They help streamline operations by ensuring proper scheduling, resource allocation, and inventory management, therefore improving service quality and reducing delays. Service orders also help with accurate billing, integration with other business functions, such as inventory and finance, and provide valuable insights for performance tracking.

Units in this learning path:

• Introduction
• Service Orders Overview
• Create Monitor Service Orders
• Automatic Service Order Creation
• Item Requirements
• Service Order Address
• Combine Service Orders
• Create Service Subscriptions
• Create Project Service Subscriptions
• Accrue Subscriptions
• Cancel Service Order
• Invoice Subscriptions
• Check
• Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Supply Chain Management

Duration: 53 minutes

Learn how to create and manage service-level agreements in Dynamics 365 Customer Service.

Units in this learning path:

• Introduction
• Closures Work Hours
• Create Service Level Agreement
• Define Service Level Agreement
• Define Custom Kpi
• Manage Service Level Agreements
• Check
• Summary

Products: Dynamics 365, Dynamics Customer Service

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Customer Relationship Management

Duration: 61 minutes