Business Users Learning Catalog

The following catalog is organized from core knowledge to specific domains, and from most basic to most advanced. If content exists in multiple formats, we'll let you know, so that you can choose the training format that best meets your needs. For more information, see Training content formats.

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Content Description Format Length
Learn the business value of Microsoft Dynamics 365 and the Power Platform This learning experience will take you on a journey that will begin by showing you how digital transformation and the power of business applications can transform your business. We will cover how Dynamics 365 and Power Platform help you make informed decisions based on your organization’s needs and goals, through four building blocks of digital transformation—modern, unified, intelligent, and adaptable. Free, self-paced online learning path 6.5 hours
Dynamics 365 and Power Platform Fundamentals Are you interested in learning about business applications? Start with this learning path to see how Dynamics 365 apps are used. Learn about cloud concepts, Power Platform, and how to get started with Dynamics 365 apps. Free, self-paced online learning path 5.5 hours
Get started with Dynamics 365 for Finance and Operations Learn how Microsoft Dynamics 365 for Finance and Operations supports businesses to manage their global financial systems, operational business processes, and streamlined supply chains to empower people to make fast, informed decisions. As the first step in your career of working with Finance and Operations, you must familiarize yourself with its features and functionality, regardless of your desired role. Free, self-paced online learning path 1.5 hours
Course MB-900T01-A: Dynamics 365 fundamentals This course will familiarize the learner with Dynamics 365 functionality and business value. The course will cover Dynamics 365 applications, the Power Platform, cloud concepts, the security model, and licensing considerations. Instructor-led in person or online training, cost varies by region and partner 1 day
Dynamics 365 Fundamentals Prove that you understand Microsoft Dynamics 365; the Power Platform; cloud concepts; licensing options; and deployment and release options Exam, cost varies by region

Core platform knowledge

Content Description Format Length
Configure your organization in Dynamics 365 for Finance and Operations As a functional consultant who works with Dynamics 365 for Finance and Operations, you must understand how to set up an organization for your customer. This learning path shows you, amongst other tasks, how to set up legal entities, implement security settings, personalize the user interface for users, design, and build mobile apps, and implement common integrations. Free, self-paced online learning path 9 hours
Work with analytics and reporting in Finance and Operation usiness leaders can make important decisions in their company if they have accurate insight into the underlying financial and operational data. Without data visibility, business leaders are challenged with a nearly impossible task. By using analytics and reporting in Dynamics 365 for Finance and Operations, you can empower every business user, depending on their security rights, to get the insights they need to make those crucial choices. Free, self-paced online module 1.5 hours

Supply chain management

Content Description Format Length
Get started with supply chain management in Dynamics 365 for Finance and Operations Finance and Operations empowers employees and organizations with the ability to obtain a unified view of inventory, warehouse, manufacturing, service, and logistics with predictive analytics that turn data into insights to support better strategic decisions. Free, self-paced online module 1 hour
Configure and manage products and inventory in Dynamics 365 for Finance and Operations Product information is the pillar of supply chain and retail applications across all industries. In the various modules of a business solution, product-specific information and configuration are required to manage the business processes that are related to products, product families, bill of materials, and product categories. Inventory reports will show how much inventory you have in variety of different ways, and will explain how to be more effective in your inventory investments. Free, self-paced online learning path 6 hours
Configure and manage procurement and vendors in Dynamics 365 for Finance and Operations The process of finding and working with vendors, purchasing products, and ensuring the quality of goods and services are all important factors that impact a company's reputation and success. Free, self-paced online learning path 6 hours
Configure and use agreements in Dynamics 365 for Finance and Operations Companies negotiate and agree on certain terms to fix the price of items. These agreements help businesses make correct estimations of cost of goods purchased and set a base for sales prices. By purchasing or selling goods, companies might be entitled to receive rebates or gain royalty rewards, which can be converted to a credit note. Free, self-paced online module 2 hours
Configure and manage the order to cash process in Dynamics 365 for Finance and Operations The order to cash process manages the life cycle of the sales process which consists of sub processes of receiving and processing customer sales. The invoicing and accounts receivable functions in the process determine the company's cash inflows. Free, self-paced online module 1.5 hours
Configure and use intercompany trade in Dynamics 365 for Finance and Operations Large organizations often buy and sell among their subsidiaries. Dynamics 365 for Finance and Operations facilitates intercompany trade so that an organization’s legal entities can trade goods while all documents are automatically generated for the participating legal entities, thus saving the organization time and money. Free, self-paced online module 1.5 hours
Configure and use master planning in Dynamics 365 for Finance and Operations Businesses in any market, such as retail, manufacturing, distribution, services, and public sector organizations, need functionality to help them plan for demand and supply of products and services during the course of short or long-term operations. Get to know the Master planning feature of Dynamics 365 for Finance and Operations to streamline your planning, based on pre-determined factors, to efficiently plan what materials need to be purchased, transferred, or manufactured. Free, self-paced online module 2 hours
Configure and work with warehouse management in Dynamics 365 for Finance and Operations Warehouse management in Dynamics 365 for Finance and Operations helps optimize and streamline warehouse processes according to your individual needs and provides the insight into your inventory and the tools to help increase customer satisfaction and reduce costs. Free, self-paced online learning path 5 hours
Configure and work with transportation management in Dynamics 365 for Finance and Operations The Transportation management module in Dynamics 365 for Finance and Operations helps you find the most efficient way to deliver goods to your customers by calculating the least expensive and fastest way, and lets you identify vendor and routing solutions for inbound and outbound orders. Free, self-paced online module 3 hours

Manufacturing

Content Description Format Length
Get started with production control in Dynamics 365 for Finance and Operations The life cycle of product production begins with the creation of the production order, batch order, or kanban. It ends with a finished, manufactured item that is ready for either a customer or another phase of production. Each step in the life cycle requires different kinds of information to complete the process. As each step is completed, the production order, batch order, or kanban shows a change in the production status. Different types of products require different manufacturing processes. Free, self-paced online module 2 hours
Configure and use discrete manufacturing in Dynamics 365 for Finance and Operations If a company only produces simple products, production can be scheduled manually with the correct bill of materials (BOM) parts arriving on the production floor, at the correct time, and at the proper resource. As a functional consultant for manufacturing, you need to know how to configure Dynamics 365 for Finance and Operations for discrete manufacturing, so your customer can perform and control the production lifecycle. Free, self-paced online learning path 9 hours
Configure and use lean manufacturing in Dynamics 365 for Finance and Operations Lean manufacturing is a journey of continuous improvement. The goal is to produce exactly what the customer wants, when the customer wants it, and to do it economically. You can use lean manufacturing in a unified (mixed-mode) manufacturing environment that combines various supply, production, and sourcing strategies. These strategies include production orders, batch orders for process industries, purchase orders, and transfer orders. The lean manufacturing architecture in Dynamics 365 for Finance and Operations consists of production flows, activities, and kanban rules. Free, self-paced online learning path 6.5 hours
Configure and use process manufacturing in Dynamics 365 for Finance and Operations Process manufacturing is associated with formulas and manufacturing recipes, in contrast with discrete manufacturing, which uses discrete units, and bills of materials. Process manufacturing is used in manufacturing environments where production is completed in batch or semi-continuous processes. Free, self-paced online learning path 6 hours
Use warehouse management in manufacturing in Dynamics 365 for Finance and Operations Using warehouse management in manufacturing processes in Dynamics 365 for Finance and Operations helps optimize and streamline warehouse processes in your manufacturing environment, according to your company's needs. Free, self-paced online learning path 6 hours

Financial management

Content Description Format Length
Configure and use the General ledger in Dynamics 365 for Finance and Operations Financial management in Dynamics 365 Finance and Operations empowers business users to control finances and manage funds with accurate information at any time for financial planning and forecasting, and stay up to date with analytics. Since finance is the heart of the business, and the General ledger module is the heart of financial management, this learning path shows you how to set up functionality in the General ledger module. Free, self-paced online learning path 8.5 hours
Configure and use cash and bank management, and sales tax in Dynamics 365 for Finance and Operations You can use the Cash and bank management module in Dynamics 365 for Finance and Operations to maintain an organization’s bank accounts and the financial instruments that are associated with those bank accounts. All businesses must collect and pay taxes to various tax authorities. In this learning path you will learn how to configure and use these areas of Dynamics 365 for Finance and Operations. Free, self-paced online learning path 5.5 hours
Work with accounts payable in Dynamics 365 for Finance and Operations Accounts payable is a liability due to a creditor when you order goods or services without paying in cash up front, which means that you buy goods on credit. Learn how to configure accounts payable in Dynamics 365 for Finance and Operations, record vendor invoices, and distribute expenses, tax and charges across accounts. Free, self-paced online learning path 4.5 hours
Work with accounts receivable in Dynamics 365 for Finance and Operations You need to configure the Accounts receivable module in Dynamics 365 for Finance and Operations to create customer invoices, post packing slips, and use free text invoices that are not related to sales orders. In this learning path you will also learn how to perform daily tasks in accounts receivable. Free, self-paced online learning path 5.5 hours
Configure and use budgeting in Dynamics 365 for Finance and Operations Every organization, whether it is private or public, sets financial and operational goals by creating budgets. With the collaborative and process-driven nature of budget planning, you can make your budget process more efficient. Free, self-paced online learning path 2.5 hours
Configure and manage fixed assets in Dynamics 365 for Finance and Operations You can set up and enter acquisition information for fixed assets, and then manage them by depreciating them and setting a capitalization threshold. The way in which fixed assets are handled must correspond with both international accounting standards and the accounting legislation in each country or region. Free, self-paced online learning path 4 hours
Get started with cost accounting in Dynamics 365 for Finance and Operations Cost accounting lets you collect data from various sources, such as the general ledger, sub-ledgers, budgets, and statistical information. You can then analyze, summarize, and evaluate cost data so that management can make the best possible decisions for price updates, budgets, cost control, and so on. Free, self-paced online module 0.5 hours
Configure and perform periodic processes in Dynamics 365 for Finance and Operations You can complete closing procedures for a period or a year. Closing processes prepare the system for a new period. Learn how to prepare, configure and perform periodic processes in Dynamics 365 for Finance and Operations. Free, self-paced online module 1.5 hours