D365 Training Agenda

Training Agenda – Workshop Day -1
Following are the suggested contents along with timeline bifurcated into Session Time and Lab Time.
Workshop Day – 1
Activity Duration Audience
Describe Dynamics 365 Supply Chain Management 10:00 AM-1:00 PM
1) Identify core capabilities

1. Describe use cases and Supply Chain Management capabilities
2. Describe available Supply Chain Management modules
3. Describe options for integrating Supply Chain Management with
other apps and technologies
2) Describe product management capabilities
a) Describe products and release products
b) Describe product masters
c) Describe product variants
3) Describe purchase and sales capabilities
a) Describe the process for creating vendors and purchase orders
b) Describe the process for creating customers and sales orders
c) Describe trade agreements and contracts
d) Describe picking, packing, and reserving stock
4) Describe manufacturing strategies
a) Describe lean, discrete, and process manufacturing
b) Describe bills of materials (BOMs), routes, and operations as they
relate to production orders
c) Describe master planning
Lunch & Prayer Break (1:00 PM-2:00 PM)
5) Describe inventory and warehousing capabilities 2:00 PM-5:00 PM

a) Describe inventory journals
b) Describe stock levels
c) Describe on-hand inventory capabilities
d) Describe warehouse components including locations
Describe Dynamics Finance

1) Describe Dynamics 365 Finance core capabilities
a) Describe use cases for legal entities
b) Describe how Dynamics 365 Finance handles regional tax
reporting requirements
c) Describe accounting concepts
d) Describe journaling concepts
2) Describe general ledgers
a) Describe charts of accounts including main accounts, balance
sheets, and income statements
b) Describe financial dimensions and dimensions set concepts
c) Describe periodic financial processes
3) Describe accounts payables and accounts receivables

a) Describe core accounts payable components including vendors,
purchase orders, and vendor invoices
b) Describe vendor payments and settlements including three-way
matching concepts
c) Describe core accounts receivable components including
customers, customer invoices, and free text invoices
d) Describe credit and collection processes
4) Describe expense management, fixed asset management, and
budgeting
a) Describe cash and bank management concepts
b) Describe expense management capabilities
c) Describe fixed asset management capabilities
d) Describe budgeting capabilities
Training Agenda – Workshop Day -2
Following are the suggested contents along with timeline bifurcated into Session Time and Lab Time.
Workshop Day – 2
Activity Duration Audience
Describe Dynamics 365 Commerce 09:00 AM-5:00 PM

1) Describe Dynamics 365 Commerce core capabilities
a) Describe retail channels including Store Commerce, call centers,
and online
b) Describe channels and channel management concepts
c) Describe Distributed Order Management (DOM)
d) Describe product assortments
2) Describe product management capabilities
a) Describe customer loyalty concepts
b) Describe how Dynamics 365 Commerce helps create personalized
customer experiences and provide product recommendations
c) Describe how Dynamics 365 Commerce uses Dynamics 365
Customer Insights
d) Describe how Dynamics 365 Fraud Protection reduces fraudulent
activities in the system
Describe Dynamics 365 Human Resources
1) Describe core capabilities
a) Describe workers and positions
b) Describe compensation and benefits capabilities
c) Describe compliance features
d) Describe performance management capabilities
Lunch & Prayer Break (1:00 PM-2:00 PM)
2) Describe personnel management capabilities 2:00 PM-5:00 PM

a) Describe self-service capabilities
b) Describe leave and absence capabilities
c) Describe employee training and certification features
d) Identify integration options between Dynamics 365 Human
Resources and LinkedIn
Describe Project Operations
1) Identify Project Operations capabilities
a) Describe project-based services and project types
b) Describe project sales capabilities
c) Describe project contract capabilities
d) Describe project pricing capabilities
e) Describe the project lifecycle including project invoicing and
revenue recognition
2) Describe project planning and execution capabilities
a) Describe project planning, execution, and analysis capabilities
b) Describe work breakdown structures
e) Identify project features including contracts, stages, team
assignments, and fixed price versus time and material estimates
versus retainer contracts
2) Describe project team management capabilities including allocation
methods, resource scheduling, and skills
a) Describe project schedule management capabilities including
tasks, subtasks, assignments, and project plan management
b) Describe project cost tracking capabilities including time and
expense costs
Describe shared features
3) Describe reporting capabilities
a) Describe built-in reporting capabilities including workspaces
b) Describe options for working with Finance data from within
Microsoft Excel
c) Describe options for analyzing data by using Power BI
4) Describe integration options
a) Describe Microsoft Teams integration capabilities
b) Describe use cases for integrating with Microsoft Excel and
Microsoft Word
c) Describe options for managing documents by using SharePoint
Online
d) Describe email integration capabilities
e) Describe Microsoft Dataverse integration capabilities

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Training Agenda – Workshop Day -1

Describe Dynamics 365 Supply Chain Management 10:00 AM-1:00 PM

1) Identify core capabilities

5) Describe inventory and warehousing capabilities 2:00 PM-5:00 PM

Describe Dynamics Finance

3) Describe accounts payables and accounts receivables

Describe Dynamics 365 Commerce 09:00 AM-5:00 PM

2) Describe personnel management capabilities 2:00 PM-5:00 PM

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