Microsoft Dynamics 365 F&O Training

Module 01 : General Ledger Setup

• Currency and Exchange rate Setup
• Period and Fiscal Year Setup
• Date Interval
• Reason Codes
• Period Allocations

Module 02 : Chart of Accounts Setup

• Chart of Accounts
• Financial Dimensions
• Financial Dimensions Sets
• Main Account Categories
• Create Main Accounts
• Configure Account Structure
• Accounts for Automatic Transactions
• Inquiries and Reports for Chart of Accounts

Module 03 : Journals Setup

• Journal Setup
• Journal Names Demonstration
• Journal Control
• Journals Description
• Balance Control Accounts

Module 04 : Cash and Bank Management Setup & Daily Transactions

• Bank Transaction Types & Groups
• Cash & Bank Management Parameters
• Payment Purpose Codes
• Bank Groups
• Bank Accounts
• Bank Remittance
• Payments Reversal
• Reconcile a bank Account

Module 05 : Account Payable Setup & Account Payable daily Procedures

• Payment Schedules
• Terms of Payment, Payment Days, Cash Discounts
• Payment Fees, Methods of payments, Vendor Groups
• Vendor Posting Profiles, Account Payable Vendor
• Invoice Journals in Account Payable
• Invoice Register & Approval Journals
• Vendor Invoice Pool Excluding Posting
• Invoice Journal
• Voucher Template
• Payment Journals Involving Prepayments
• Invoice Matching
• Use Invoice Matching
• Charges to Purchase Order
• Manage Vendor Transactions

Module 06 : Account Receivable Setup & Account Receivable daily Procedures

• Payment Schedules
• Terms of Payment, Payment Days, Cash Discounts
• Payment Fees, Methods of payments, Customer Groups
• Customer Posting Profiles, Account Receivable Customers
• Invoice Journals in Account Receivable Customers
• Invoice Register & Approval Journals
• Free Invoices, Recurring Free text Invoices, Free Text Invoice Correction
• Invoice Journal
• Payment Journals
• Manage Customer Transactions

Module 07 : Budgeting Overview & Planning

• Budgeting Overview & Planning for Basic Budgeting
• Basic Budgeting Setup
• Exchange Rates & Parameters
• Budget Allocation Terms
• Budget Planning
• Budget Register Entries
• Budget Control

Module 08 : Multi Currency

• Setups
• Foreign Currency Re-evaluations
• Account Receivable and Account Payable Exchange rate

Module 09 : Consolidations

• Setups a Consolidation Company
• Setup a Subsidiary Company
• Consolidation on Groups
• Perform Consolidations & Inquiry
• View and Delete Consolidation Transactions

Module 10 : Collection management

• Customer Account Statement
• Setup and process Collection letters
• Setup & Calculate Interest
• Managing Collections & Collection Agents
• View and Manage Collection Information

Module 11 : Year-End Close

• Create a New Fiscal Year
• Create and Post a Closing Sheet
• Transfer Opening Balances

Module 01 : Implement product information management

Create and Manage Products

• create and release products and product variants
• create and apply product templates
• create bills of materials (BOMs)
• identify the purpose and capabilities of the product configuration models
• create and configure category hierarchies
• configure catch weights
• create direct-delivery products

Configure Products for Supply Chain Management

• create and manage inventory dimensions
• create item groups and item model groups
• create and print product labels
• create and assign bar codes and Global Trade Identification Number (GTIN) codes
• create product attributes
• configure product unit conversions
• configure default order settings

Manage Inventory Pricing and Costing

• describe inventory costing methods
• configure Costing versions for standard and planned costs
• configure and default purchase prices, default sales prices, and trade agreements

Module 02 : Implement Inventory management

Configure Inventory management

• set up inventory management parameters and journals
• configure and perform quality control and quality management processes
• configure inventory valuation reports
• configure ABC classifications
• configure inventory closing components
• implement inventory breakdowns

Manage and Process Inventory Activities

• create and process journals including bill of materials, item arrival, transfer, movement, inventory adjustment, counting, and tag counting journals
• create and process transfer orders
• process quarantine orders
• process quality orders
• perform inventory closings and adjustments
• apply inventory blocking

Module 03 : Implement and manage Supply Chain processes

Implement Procurement and Sourcing

• create and manage purchase requisitions, requests for quotes (RFQs), and purchase orders (POs)
• configure change management processes
• configure and apply vendor rebates
• implement and manage consignment inventory
• manage over and under deliveries and delivery schedules
• configure procurement categories and purchasing policies
• configure charges

Implement Common Sales and Marketing Features

• configure quotations, sales orders, and return orders
• configure sales groups and commissions
• configure and manage discounts and price groups
• configure customer, product, and prospect searches
• implement and manage leads and prospects
• configure and process inter-company trade relations documents

Module 04 : Implement warehouse management and transportation management

Configure warehouse management

• create sites, warehouses, locations, location formats, location profiles, location types, and zones
• implement location directives
• configure Inventory Statuses, unit sequence groups, and reservation hierarchies
• implement wave, load, and work templates
• configure mobile device menus, menu items, and display settings

Perform warehouse management processes

• identify inventory movement processes
• perform cycle counting
• process inbound and outbound orders
• process shipments
• describe the replenishment process including buyers’ push and cross-docking

Implement transportation management

• configure shipping carriers and carrier groups
• perform planning and executing of loads and shipments
• configure and generate freight bills and invoices
• configure rout plans and guides
• configure route and rate engines
• configure and use dock appointment scheduling

Module 05 : Implement master planning

Configure master planning and forecasting

• differentiate between planning optimization and master planning
• set up coverage groups and item coverage
• configure master planning parameters, master plan, forecast plans, and continuity plans
• differentiate between action messages, delay messages, time fences, and negative days
• configure period templates

Run master plans and manage planned orders

• process and view planned orders
• set up and use the Supply Schedule form
• configure and process safety stock journals

Implement additional master planning features

• implement inter-company master planning
• implement demand-base forecasting
• implement planning optimization

Module 01 : Introduction

• Creating Visual Studio Team Services Project
• Connecting Visual Studio To Visual Studio Team Services
  • • Patching AX With Metadata Updates 11
    • Patching AX With Binary Updates
• Creating A New Model And Package
• Configuring Project And Build Options
• Creating a Label File

Module 02 : Data Structures

• Creating Enumerated Types
  • • • Using Enums For Comparison and Status
      • Extensibility In Base Enums
• Creating Extended Data Types
• Creating a Set Up And Parameter Tables
  • • • Copying And Pasting Methods to Save Time
      • Optimistic Concurrency And Selectforupdate

• Creating Main Data Tables
• Creating Order Header Tables
• Creating Order Line Tables

Module 03 : Creating User Interface

• Creating Menu Structure
• Creating a Parameter Form
• Creating Menu Items
• Creating Set Up Forms
• Creating Details Master (Main Table) Forms
• Creating a Details Transaction (Order Entry) Forms
• Creating Form Parts
• Create Tiles With Counters for the Workspace
• Creating a Workspace

Module 04 : Creating Business Logic

• Creating a Handler Class Using the Application Extension Factory
• Hooking Up a Number Sequence
• Number Sequence Set Up
• Hooking Up the Number Sequence
• Creating a Create Dialog for Details Transaction Forms
• Creating a Sysoperation Process

• • • • Executing Code Using the Batch Framework
      • Calling a Process From a Form
      • Using the Data Contract to Make Changes to the Dialog
• Adding an Interface to Sysoperation Framework

Module 05 : General Customize & Development

• Introduction of Dynamics 365 F&O, Concept of Layer, Models, Packages and Use of Extension upon Over Lying. Use of LCS In D365
• AOT Objects Tables, Properties of Table, Relations, Best Practices and methods, Security
• EDTS, ENUM, Views, Maps, Query
• Methods over Form and Tables
• Lookup, Event Handler, Events and COC
• Classes and Query Classes, Extension Classes, Implement Classes
• SSRS Reports
• Sys Operation Frame Work
• Workflows and Power BI

Module 06 : Security

• Creating Privileges
• Creating Duties
• Creating Security Roles
• Creating Policies

Module 07 : Leveraging Extensibility

• Extending Standard Tables Without Customization Footprint
• Creating Data Event Handler Methods
• How To Customize a Document Layout Without An Over-Layer
• Extending Standard Forms Without Customization Footprint
• Using a Form Event Handler To Replace A Lookup
• Using Form Parts To Add Re-Useable Content To Standard Forms
• Other Types Of Extension
• Creating Event Handler Methods
• Creating Your Own Query Functions

Module 08 : Data Management, Odata, and Office

• Creating Data Entities
• Extending Standard Data Entities
• Importing Data Through Data Import/Export
• Reading, Writing and Updating Data Through Odata

Module 09 : Consuming and Exposing Services

• Creating A Service
• Consuming a Dynamics 365 For Operations Soap Service
• Consuming a Dynamics 365 For Operations Json Service
• Consuming an External Service Within Dynamics 365 For Operations

Module 10 : Leveraging Advanced Features

• Using Metadata For Data Access
• Using Interfaces For Extensibility Through Metadata
• Using Metadata To Access Business Logic
• Making Data Date-Effective