Introduction to Microsoft Dynamics 365 for Operations Course

Introduction to Microsoft Dynamics 365 for Operations

Course Objectives

Cloud Based Solution

Benefits • Reduced deployment efforts • Native deployment to the Microsoft Azure public cloud • Improved self-service capabilities

What is Azure?

What is LCS?

Workspaces Driving Productivity

Value of Workspaces 360 -degree view of the activity Helps answer specific questions Navigation by data Insight Direct access to task

Example: Customer Invoicing Workspace

Workflows in Your Business Processes

Workflow Definition Workflow is a system. Workflow is a business process.

Workflow is a Business Process Start Sam submits an expense report. Manual Task Approval Process End Ivan must review the receipts that were Frank must always submitted. approve. Sue must approve is greater than USD 5, 000. Ann must approve if greater than USD 10, 000. Workflow is complete.

Workflow Canvas Action Pane Workflow Elements Canvas

Reporting

Reporting Tools Excel Integration Embedded Analytics Reporting Services Power BI Integration

Industry Focus

Industry Focus Manufacturing • Process • Discrete • Lean Distribution • Warehouse management • Transportation management • Inventory management Retail • Brick and Mortar • Call Center • e. Commerce Public Sector • Fund accounting • Grants • Projects Services Industry • Dispatching • Subscriptions • Projects

Overview

Functionality Financials • • General Ledger Tax Accounts Receivable Accounts Payable Bank Management Budgeting Fixed Assets Travel and Expense Management • Fund Accounting Supply Chain • Inventory control • Sales order processing • Purchase order processing • Warehouse management • Production • Material Requirements Planning (MRP) • Lean Manufacturing • Product configurator • Quality control Project and Service • Project accounting • Professional services automation • Service management • Service subscriptions Human Capital Management • Organization and employee information • Recruitment • Employee development • Training course management • Absence management • Compensation modeling • Payroll • Benefits • Questionnaire

Order-to-Cash

Process Flow Pick the sales order Create a customer Create a sales order Invoice the sales order Pack the sales order

Demonstration

Procure-to-Pay

Process Flow Create a vendor Create a purchase order Receive the purchase order Invoice the purchase order Generate payment to the vendor

Demonstration

Plan-to-Produce

Process Flow Review the BOM Run Master Planning Review Planned Orders Firm a Planned Order Start the Production Order Report as Finished End the Production Order

Demonstration

Demonstration

Recruit-to-Hire

Process Flow Create jobs and positions Create recruitment project Complete an application Hire a Worker Maintain a Worker

Demonstration

Complete an Application and Hire a Worker

Demonstration