Dynamics 365 MCSA Certification course

Course Details

Title: T4D171 - Dynamics 365 for Finance and Operations, Manufacturing Certification Bootcamp
Duration: 5 days
Price: £4,400 + VAT

Please note: course content subject to change

About this Course:
Configure and use discrete manufacturing, lean manufacturing and process manufacturing in Dynamics 365 for Finance and Operations, as well as providing everything you need to pass your MB-320: Microsoft Dynamics 365 for Finance and Operations, Manufacturing

Certification Bootcamp Package
This Bootcamp contains the following additional benefits to help you gain your Dynamics 365 certification:
Exam coaching classes in evening during the Bootcamp
The exams themselves.
Free post course exam coaching sessions via Skype.
A free resit on the Bootcamp during the next 12 months to top up your knowledge.
An evening exam slot at our Pearson vue Test Centre *Only available at Bath Bootcamps*

Audience Profile

Candidates for this course are functional consultants who analyse business requirements and translates those requirements into fully realized business processes and solutions that implement industry best practices. Candidates serve as a key resource in implementing and configuring applications to meet business requirements

  • Course Outline

    Module 1: Financial Management
    In this module you will learn some of benefits of financial management of Dynamics 365 for Finance and Operations.
    Lessons
    - Benefits of financial management
    - Financial management
    - Module summary
    You became familiar with modules in Finance and Operations related to financial management and their overall features and functionality.

    Module 2: Configure Currencies
    One of the first and most important steps of implementing financial management in Dynamics 365 for Finance and Operations is currency setup. Currency setup is a required step in the configuration of the system and is used to record financial transactions. This module explains currency management in Finance and Operations.
    Lessons
    - Introduction
    - Setup legal entity currencies and conversions
    - Configure and import currency exchange rates
    - Practice lab
    - Module summary
    You have now learned about different types of currencies in Finance and Operations. You are also familiar with the concept of triangulation currency, how to set up legal entity currencies and conversions.
    In the video, you learned how to configure exchange rate providers and use them to import exchange rates into an exchange rate type.

    Module 3: Create fiscal calendars, years and periods
    Before posting transactions, a new fiscal year must be divided into periods. This is because transactions cannot post unless a period is created for the posting date and shared across multiple legal entities. A benefit of sharing fiscal calendars is that this supports multiple fiscal calendars for each legal entity. The fiscal year in Finance and Operations can be set to any length and divided into any number of periods. This module explains fiscal and ledger calendar management in Finance and Operations.
    Lessons
    - Introduction
    - Create fiscal calendars, years and periods
    - Create date intervals
    - Practice lab
    - Module summary
    In this module, you learned how to:
    - Differentiate between ledger and fiscal calendars.
    - Configure and set up fiscal calendars, years, and periods.
    - Create and use date intervals.

    Module 4: Configure Chart of Accounts
    A chart of accounts is a set of main accounts in Finance and Operations that captures financial information upon posting a journal. Each account is assigned an account number as a unique identifier.
    Lessons
    - Introduction
    - Define and configure the chart of accounts
    - Define and configure the financial dimensions
    - Define and configure account structures and rules
    - Practice labs
    - Module summary
    In this module, you learned how to:
    - Identify the required components for the chart of accounts.
    - Define and configure the chart of accounts.
    - Define and configure the financial dimensions and dimension sets.
    - Configure chart of accounts, main accounts, categories, templates, ledger account alias, and balance control.
    - Configure account structures and advanced rules.

    Module 5: Configure Ledger and Journals
    A journal is a worksheet that you can use before you manually enter postings into the system. When you set them up correctly, journals allow you to quickly and efficiently manage posting. To use a journal, you must have a journal name, and should complete the configuration of the ledger, journal, and posting of the General ledger module. By using the General ledger journal directly or via the General ledger processing workspace, you can perform daily activities as someone who is assigned proper security role to access the General ledger. A journal name gives financial leaders the capability to control data entry validation and restrict posting of a journal name for users differently.
    Lessons
    - Journals and their setup
    - Configure ledger and journal setup
    - User journals
    - Practice lab
    - Module summary
    In this module. you learned about:
    - Different types of journals and their setup.
    - How to configure ledger and posting setup.
    - How to configure and use journals.

    Module 6: Configure Cash and Bank Management
    In Dynamics 365 for Finance and Operations, organizations use the Cash and bank management module to create and maintain bank accounts. The Bank account table contains a record for each bank account. Each record contains bank account information, such as the following: - Registration number and account number - Address - Other contact information - Currency - Check setup - Main account for posting Finance and Operations uses this information to process all bank transactions, such as payments and deposits.
    Lessons
    - Introduction
    - Bank transaction types and groups
    - Setup cash and bank management parameters
    - Configure banks and bank checks
    - Deposit and refund checks
    - Cash flow
    - Practice Labs
    - Module summary
    In this module, you learned how to:
    - Create and configure banks.
    - Create and configure bank layouts.
    - Configure cash and bank management parameters.
    - Set up vendor and customer banks.
    - Configure cash flow forecasts and reports.

    Module 7: Use Cash and Bank Management
    This module covers the main procedures in the Cash and bank management module in Finance and Operations. You learn how to work with cash and bank management workspaces such as Bank management and Cash overviews. You also learned about the processes and procedures for cash and bank management, like how to make deposits and cancel payments (deposits). Finance and Operations provides functionality to manage check payments, as well as procedures for resolving special situations with checks. You can delete, refund, and void checks, in addition to generating and issuing checks according to company specifications. Because Finance and Operations records all financial transactions, companies can use the bank reconciliation function to match internal company records of transactions against bank statements.
    Lessons
    - Make deposits and perform payment reversals
    - Use cash and bank management workspaces
    - Practice Labs
    - Module summary
    In this module, you learned how to:
    - Work with cash and bank management processes.
    - Use cash and bank management workspaces.
    - Make deposits.
    - Cancel payments.

    Module 8: Configure Letters of Credit and Guarantees
    You now have learned what are the bank letters and how to configure letters of credit in order to create bank documents that are commonly used for the purchase and sale of goods across international borders and letters of guarantees where a bank agrees to pay a specific amount of money to a person if one of the bank's customers defaults on a payment or obligation to that person.
    Lessons
    - Introduction
    - Configure letters of credit
    - Configure letters of guarantee
    - Module summary
    You will understand bank letters and letters of credit and guarantee.

    Module 9: Perform Daily Procedures
    Every manual posting entered in Finance and Operations is entered through a journal. A journal is a type of worksheet where entries do not post immediately. You can review, change, and verify completed journals until they are ready for posting. A voucher template is a voucher that can be used as the basis for future vouchers in other journal entries. You can use voucher templates with a general journal or any of the financial sub ledger journals such as Accounts payable and Accounts receivable journals. You can set up restrictions on the company, account type, and segment values.
    Lessons
    - Learn about general ledger processes
    - Create voucher templates
    - Setup journal controls
    - Practice Lab
    - Module summary
    You have now learned how to process daily activities in general ledger and use journal control to apply rules during data entry.
    You worked with balance control accounts to view the balances of either banks or liquidity accounts. You also learned that you can only use the balance control prior to posting to ensure that the entries are correct.
    You learned how to benefit from voucher templates for Amount, which is simply copying the exact amount of the template as new lines, or Percent, which converts the amounts in the voucher into percentage factors. This allows any amount to be applied when the voucher template is selected.

    Module 10: Intercompany Accounting
    Intercompany accounting can help organizations by providing a single-entry point for transactions that must be recorded to multiple companies. Making transactions from a single company saves data entry time and helps provide a guarantee that transactions affecting multiple companies are recorded in each company. Finance and Operations also helps trace the intercompany entries through the system. It has the functionality that is required by most companies that process intercompany transactions. This includes the ability to efficiently record intercompany sales orders, purchase orders, and cash disbursements.
    Lessons
    - Setup and use intercompany accounting
    - Practice Lab
    - Module Summary
    You will be able to set up and use intercompany accounting.

    Module 11: Configure Ledger Allocations and Accruals
    Finance and Operations provides the capabilities to support accrual schemes.
    Lessons
    - Introduction
    - Configure and apply accrual schemes
    - Configure ledger allocation rules
    - Practice labs
    - Module summary
    You will have learned how to configure and use allocation rules, and how to configure and use accrual schemes.
    Finance and Operations provides the following capabilities to support this process:
    - Manually allocate transaction amounts by using the split action in accounting distributions, or by applying financial dimension default templates to a document.
    - Automatically allocate transactions amounts based on allocation terms defined on individually on the main account. Allocation account entries will be generated for each journal based on the percentage and destination ledger account when an accounting entry meets the criteria defined as the source ledger account.
    - Automatically allocate ledger balances or fixed amounts based on ledger allocation rules. The ledger allocation rules are processed on a periodic basis using allocation journals.

    Module 12: Configure Sales Tax
    The requirements for tax calculation and tax reporting differ significantly for different countries or regions. Therefore, the Tax module of Dynamics 365 for Finance and Operations is extremely comprehensive.
    Lessons
    - Understand tax engine components
    - Practice lab
    - Module summary
    You now have learned about country and regional tax reporting capabilities in Finance and Operations.
    In this module, you learned how to configure tax components, such as sales tax authorities, settlement periods, and the sales tax codes. Additionally, you learned that sales tax codes is the main component to define tax calculations and connect all other components in the tax so that Finance and Operations can automatically calculate and post transactions for settlement based on the period interval assigned by an authority.

    Module 13: Course Conclusion
    Final assessment and course summary, as well as a post-course survey for the course.
    Lessons
    - Final assessment
    - Course summary
    - Post-course survey

  • Course Outline

    Module 1: Get Started with Lean Manufacturing
    This topic explains how to get started with the Lean manufacturing in Finance and Operations.
    Lessons
    - Introduction
    - Concepts and terminology
    - Module Summary
    In this lesson you learned to:
    - Understand Lean manufacturing
    - Understand Lean concepts and terminology

    Module 2: Configure Lean Manufacturing
    This topic explains how to configure Lean manufacturing in Finance and Operations. A Lean manufacturing scenario is usually more than an accumulation of unrelated Kanban rules or material-supply policies. The flow of material and products throughout work cells and locations for a specific production or supply scenario can be described as a sequence or small network of process or transfer activities, called a production flow. The activity-based production flows are introduced in Finance and Operations to establish a production and cost context for various Kanban scenarios. All Kanban rules are directly connected to this pre-defined structure. The activity-based model allows users to set up a wider range of scenarios than supported by previous versions of Lean manufacturing for Finance and Operations, without adding complexity for the shop floor workers because all scenarios use the same activity-based user interface.
    Lessons
    - Introduction
    - Configure parameters
    - Create value streams and production flow models
    - Create production flows
    - Practice Labs
    - Module summary
    In this module you learned to:
    - Configure parameters
    - Configure value streams
    - Create Production Flows
    - Configure lean manufacturing work cells

    Module 3: Create and Process Fixed Kanban Rules
    In Dynamics 365 for Finance and Operations, a Kanban is implemented as a framework to plan, track, and process based on Pull signals. A Kanban is an essential part of a pull system of supply, which is a critical element of Lean production/supply. When a Kanban has been consumed, it should be passed (triggered) to the source of supply to replenish it. This source of supply is defined through the production flow activities to which the Kanban is linked. Kanban rules in Finance and Operations are tied to production flows as the foundation that defines the activities of a Kanban. Kanban rules can be set up to support a variety of make-to-stock and make-to-order scenarios.
    Lessons
    - Introduction
    - Kanban boards
    - Configure a fixed Kanban rule
    - Process fixed Kanbans
    - Practice Labs
    - Module summary
    You understood an overview of Kanbans and Kanban types, and learn how to configure and process Fixed Kanban rules.
    You learned how to configure and work with:
    - Kanban rules
    - Manufacturing Kanbans
    - Withdrawal Kanbans
    - Fixed quantity Kanbans

    Module 4: Create and Process Event Kanban Rules
    In this module we discuss the event kanbans and different ways to trigger them.
    Lessons
    - Introduction
    - Configure event Kanban rules
    - Configure sales, Kanban, stock replenishment and BOM line events
    - Practice labs
    - Module summary
    You learned how to configure and process event Kanban rules.
    You learned how to configure and work with:
    - Kanban rules
    - Manufacturing Kanbans
    - Withdrawal Kanbans
    - Create and manage Sales line event Kanban
    - Create and manage BOM line event Kanban
    - You also understand sample scenarios for event kanbans processes and different event kanban types.

    Module 5: Create and Process Scheduled Kanban Rules
    The planned orders of type Kanban are created based on the Kanban rule and follow the standard Master Planning logic and horizons. Master Planning item coverage settings determine how the planned orders are created and whether they are automatically or manually firmed. In this module we discuss the scheduled kanbans in Dynamics 365 for Finance and Operations.
    Lessons
    - Introduction
    - Configure scheduled Kanban rules
    - Understand Kanban quantity calculations and circulation Kanbans
    - Practice labs
    - Module summary
    You learned how to configure and work with:
    - Kanban rules
    - Manufacturing Kanbans
    - Withdrawal Kanbans
    - Create and manage scheduled Kanban
    - Supply schedule
    - Kanban quantity calculations

    Module 6: Configure Activity-Based Subcontracting and Production Flow Costing
    The basic principle of a production flow does not change when activities are subcontracted using Finance and Operations; material still flows between locations, process activities convert material to products, and transfer activities move material or products from one location to another. In Dynamics 365 for Finance and Operations, there are two approaches for subcontracting: production orders and Lean manufacturing. The first approach models the subcontracting work as a service that is related to an activity of a production flow. A cost group type, direct outsourcing, is required to be configured, so that the subcontracting services are not as part of a BOM. The cost accounting of subcontracted work is completely integrated in the new costing for manufacturing in Microsoft Dynamics 365 for Finance and Operations.
    Lessons
    - Introduction
    - Configure activity-based subcontracting
    - Understand production flow costing
    - Practice labs
    - Module summary
    In this lesson you learned how to:
    - Configure activity-based subcontracting
    - Configure production scheduling and subcontracting
    - Designate vendors as subcontractors
    - Configure production flow costing

    Module 7: Course Conclusion
    Final assessment and course summary, as well as a post-course survey for the course.
    Lessons
    - Final assessment
    - Course summary
    - Post-course survey

  • Course Outline

    Module 1: Get Started with Process Manufacturing
    This topic explains how to get started with the process manufacturing in Finance and Operations.
    Lessons
    - Introduction
    - Understand process manufacturing
    - Understand formula management
    - Understand co-products and by-products
    - Configure approved vendors
    - Practice labs
    - Module summary
    In this module you learned:
    - Understand process manufacturing
    - Understand formula management
    - Understand co-products and by-products
    - Understand approved vendors

    Module 2: Identify and Configure Batch Attributes for Process Manufacturing
    This topic explains how to configure batch attributes in Finance and Operations.
    Lessons
    - Introduction
    - Identify and configure batch attributes
    - Create and configure catch weight items
    - Setup potency management
    - Practice labs
    - Module summary
    In this module you learned to:
    - Understand Batch Attributes
    - Identify and configure batch attributes
    - Understand Lot and Batch Control processes
    - Configure batch rework

    Module 3: Configure Commodity Pricing and Product Compliance
    This topic explains how to work with commodity pricing, and compliance in Finance and Operations.
    Lessons
    - Introduction
    - Configure commodity pricing
    - Configure product compliance
    - Practice labs
    - Module summary
    In this module you learned to:
    - Configure commodity pricing
    - Configure product compliance

    Module 4: Course conclusion
    Final assessment and course summary, as well as a post-course survey for the course.
    Lessons
    - Final assessment
    - Course summary
    - Post-course survey

  • A day of revision as well as sitting of the exam itself:
    - Covering the prior days course
    - Focus on areas the delegates feel they need to focus on
    - Practice exam questions
    - Exam tips and tricks

Basic understanding of ERP concepts.