MB-920: Microsoft Dynamics 365 Fundamentals (ERP)

Course description

Want to learn more about Dynamics 365? This course provides a broad introduction to the Finance and Operations features of Dynamics 365. You will gain a good understanding of the concept of Enterprise Resource Management (ERP) and learn about the core capabilities of the Finance and Operations application. We'll then look at each of the applications individually, including Dynamics 365 Supply Chain Management, Dynamics 365 Finance, Dynamics 365 Commerce, Dynamics 365 Human Resources, and Dynamics 365 Project Operations ERP capabilities. This course includes a theoretical part and practical laboratories.

Public profile

People in different roles and at different stages of their careers can benefit from this basics course. This includes business stakeholders and others who want to learn about the finance and operations capabilities of Dynamics 365, students, recent graduates, and career changers who want to take advantage of Dynamics 365 to take it a step further.

Items in this collection

• Introduction to Finance and Operations Applications
• Create reports and integrate finance and operations applications
• Explore the core capabilities of Microsoft Dynamics 365 Finance
• Explore the general ledger in Microsoft Dynamics 365 Finance
• Explore vendors and customers in Dynamics 365 Finance
• Explore expense management, fixed asset management, and asset management 
• Identify the general capabilities of Dynamics 365 Supply Chain Management
• Explore warehouse and inventory capacities
• Explore manufacturing strategies in Dynamics 365 Supply Chain Management
• Explore the capabilities of Dynamics 365 Commerce
• Explore Microsoft Dynamics 365 business-to-business e-commerce, Store Commerce, and customer capabilities
• Explore the core capabilities of Dynamics 365 Human Resources
• Explore the workforce management capabilities in Dynamics 365 Human Resources
• Identify project lifecycle management capabilities in Dynamics 365 Project Operations
• Explore the project planning and execution capabilities of 365 Project Operations

Course outline

Module 1: Learn the Fundamentals of Dynamics 365 Supply Chain Management 

This module covers the basic concepts of enterprise resource management and what the finance and operations apps have in common before diving into Dynamics 365 Supply Chain Management. We begin with the standard marketing business processes and how Marketing addresses those. Then we examine the product capabilities. Finally, we cover additional marketing apps such as LinkedIn Campaign Manager, Dynamics 365 Customer Voice and Dynamics 365 Customer Insights.

Lessons

• Get introduced to the finance and operations apps
• Identify general capabilities of Dynamics 365 Supply Chain Management
• Explore warehouse and inventory capabilities in Dynamics 365 Supply Chain Management
• Explore manufacturing strategies in Dynamics 365 Supply Chain Management
• Explore asset management capabilities in Dynamics 365 Supply Chain Management
• Capstone lab

Lab: Navigate the finance and operations apps

Lab: Explore workspaces and filtering

Lab: Create a Product

Lab: Create a Purchase Order

Lab: Create a WarehouseLab : Create a Production Order

Lab: Create a planned Work Order

Lab: Dynamics 365 Supply Chain Management Capstone lab

• Explore Product Management
• Explore Warehouse Management
• Explore Production Management
• Explore Inventory Management
• Explore Procurement and Sourcing

After completing this module, students will be able to:

• Describe the common features of the finance and operations apps
• Describe the general capabilities of Dynamics 365 Supply Chain Management
• Describe the warehouse and inventory management, manufacturing and asset management capabilities

Module 2: Learn the Fundamentals of Dynamics 365 Finance

In this module we take a look at Dynamics 365 Finance. We will cover core capabilities of the product before focusing on general ledger, accounts payable and accounts receivable. Next, we explore expense management and budgeting in Dynamics 365 Finance.

Lessons

• Explore Dynamics 365 Finance core capabilities
• Explore general ledger
• Explore accounts payable and accounts receivable
• Explore expense management, fixed asset management, and budgeting
• Capstone lab

Lab: Create a financial dimension

Lab: Create a vendor payment journal

Lab: Capstone lab

• Explore the General Ledger
• Explore Accounts Payable
• Explore Accounts Receivable

After completing this module, students will be able to:

• Discuss Dynamics 365 Finance core capabilities
• Discuss general ledger, accounts payable and accounts receivable
• Discuss expense management, fixed asset management, and budgeting

Module 3: Learn the Fundamentals of Dynamics 365 Commerce

In this module we take a look at Dynamics 365 Commerce. We will cover core capabilities of the product before turning our attention to Dynamics 365 Fraud Protection and its capabilities.

Lessons

• Explore Dynamics 365 Commerce capabilities
• Explore Dynamics 365 Fraud Protection
• Capstone lab

Lab: Create a discount product

Lab: Create a product assortment

Lab: Capstone lab

• Explore Commerce Headquarters

After completing this module, students will be able to:

• Discuss Dynamics 365 Commerce
• Discuss Dynamics 365 Fraud Protection

Module 4: Learn the Fundamentals of Dynamics 365 Human Resources

In this module we take a look at Dynamics 365 Human Resources. We will cover core capabilities of the product before turning our attention to the personnel management capabilities of the product.

Lessons

• Explore Dynamics 365 Human Resources core capabilities
• Explore the personnel management capabilities
• Capstone lab

Lab: Capstone lab

• Explore Human Resources

After completing this module, students will be able to:

• Discuss the core capabilities of Dynamics 365 Human Resources
• Discuss personnel management capabilities

Module 5: Learn the Fundamentals of Dynamics 365 Project Operations (ERP)

In this module we take a look at the enterprise resource capabilities of Dynamics 365 Project Operations. We will cover the project lifecycle as well as the project planning and execution capabilities of the product.

Lessons

• Identify project lifecycle management capabilities in Dynamics 365 Project Operations
• Explore the project planning and execution capabilities of Dynamics 365 Project Operations

After completing this module, students will be able to:

• Discuss the project lifecycle management capabilities in Dynamics 365 Project Operations
• Explore the project planning and execution capabilities of Dynamics 365 Project Operations

Additional Reading

Please review the content associated with this course on Microsoft Learn.

Please note that there is a separate learning path per product.

Previous requirements

Students must have a basic understanding of financial principles and business operations. An understanding of cloud computing is helpful, but not necessary.

Languages

• Course: English / Spanish
• Labs: English / Spanish