Functional Application Consultant 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.

For functional consultants, our job-task analysis research showed that everyone must understand the core content set as well as a domain area.

Get started

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
Before you buy Check out the step-by-step guidance whether you're still evaluating Finance and Operations or ready to make a purchase. Documentation
Release plan Find out about the latest capabilities and enhancements in Dynamics 365 Documentation

Core platform knowledge

Content Description Format Length
Use Lifecycle Services (LCS) to design and plan an implementation of Dynamics 365 for Finance and Operations Lifecycle Services (LCS) is a collaborative workspace that customers and their partners use to manage Microsoft Dynamics 365 for Finance and Operations projects from pre-sales to the implementation phase and finally to the production environment, either on the cloud or on-premises. It provides checklists and tools that help you manage the project, including pre-build methodologies to help with implementation and regularly updated services. Free, self-paced online learning path 2 hours
Configure your organization in Dynamics 365 for Finance and Operations To understand how to set up an organization, this learning path shows you how to set up legal entities, implent security settings, personalize the user interface for users, design and build mobile apps, implement common integrations. Free, self-paced online learning path 9 hours
Migrate data and go live with Dynamics 365 for Finance and Operations Learn how to prepare your data for migration, work with data management, and perform user acceptance testing to go live with Dynamics 365 for Finance and Operations. Free, self-paced online learning path 3 hours
Work with analytics and reporting in Finance and Operation Business 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
Finance and Operations: Onboarding to Dynamics 365 (DYN542PAL2) FastTrack offers an Onboarding service to every Dynamics 365 for Finance and Operations project. In this TechTalk, we will explain the Onboarding process, walk through the content of the Onboarding session with you, and unveil how we are making Onboarding more efficient and convenient in the near future. This session is especially relevant to everybody who works with customers in the early stages of a project, between closing the license deal and initiation of the implementation project. Tech Talk (recorded webinar) 62 minutes
On-Premises (Local Business Data) Deployment (DYN382PAL2) Please join this tech talk for an overview of the on-premise deployment option for Dynamics 365 for Finance and Operations, Enterprise Edition. In this session, we will look at the solution architecture of an on-premise deployment, ALM aspects, system requirements, and how to provision the Life Cycle Services project.​ Tech Talk (recorded webinar) 48 minutes
Go-live Planning (DYN458PAL2) We will discuss the go-live process in detail, and how best to prepare for it, in order to make it as smooth as possible for the customer, partner and Microsoft. Tech Talk (recorded webinar) 60 minutes
Environment Planning (DYN450PAL2) Please join us for this tech talk on Environment Planning. Learn about the standard environments, what other environments you might need, the options and timing for acquiring and deploying them, and the expected code and data flows between environments. Tech Talk (recorded webinar) 53 minutes
Finance and Operations: Feature Management (DYN641PAL2) Tech Talk on the Feature management experience. It provides a workspace where you can view, enable, disable, and schedule features that have been delivered in each release. By default, new features are turned off. You can use the workspace to turn them on and view the documentation for them. Attend this meeting to see what is delivered in 10.0.3 and our plans for future releases. Tech Talk (recorded webinar) 47 minutes
Finance And Operations: Microsoft Managed Continuous Updates (DYN610PAL) The Continuous Update cadence for Finance and Operations has started! Please join us during this hour to discuss Microsoft Managed Continuous updates, the user experience already available in Lifecycle Services, and forthcoming updates. Tech Talk (recorded webinar) 61 minutes
Microsoft Managed Continuous Updates: What's new (DYN543PAL2) During this hour we will explain what is new since our initial announcements about Microsoft Managed Continuous updates. We will discuss the cadence of updates, how we have responded to your valuable feedback on the process, and take a look at the forthcoming Lifecycle Services user experience, through which you will be able to manage your updates. Tech Talk (recorded webinar) 56 minutes
Finance And Operations: Microsoft Managed Continuous Updates: What's new - November 1, 2018 (DYN533cust) During this hour we will discuss updates to the Microsoft Managed Continuous update cadence as well as take a look at the user experience in Lifecycle Services. Tech Talk (recorded webinar) 59 minutes
Monitoring, Optimization Advisor & Critical KBs (DYN456PAL2) We will discuss monitoring capabilities and what Microsoft monitors for you in your production environment, the optimization advisor and how it can be extended, the “Critical X++ updates” experience in LCS, and best practices for the “Report production outage” option in LCS. Tech Talk (recorded webinar) 40 minutes
Visual Studio Team Services (VSTS) Setup (VIR782PAL) This Tech Talk will walk thru the necessary steps to configure a VSTS instance and project to connect to LCS implementation project for Dev/Test environment configuration.​ Tech Talk (recorded webinar) 41 minutes
Copy Into Legal Entity (DYN383PAL) In this session, we will discuss a new feature in the data management framework, Copy into legal entity. We will first briefly review the new features added to the data management framework in platform 8 for the workspace, templates, and data projects and then discuss the additional functionality added for Copy into legal entity. Tech Talk (recorded webinar) 54 minutes
Regression Suite Automation Tool (DYN480PAL) We will discuss the Regression Suite Automation Tool. It significantly reduces the time and cost of user acceptance testing, when taking a Microsoft update, or before applying custom code and configurations to your Dynamics 365 for Finance and Operations production environment. It enables functional power users to record business tasks, using the Finance and Operations task recorder, and convert them into a suite of automated tests, without the need to write source code. Tech Talk (recorded webinar) 61 minutes
Finance and Operations: Regression Suite Automation Tool -- Background & Setup (DYN646PAL) This is the first of a two-part series on Regression Suite Automation Testing (RSAT). In this session, we will cover how to keep pace with continuous updates using automated testing via RSAT. Learnings and recommendations on creating task recordings and executing tests using RSAT will be covered, along with a step-by-step walkthrough of the installation and setup. Tech Talk (recorded webinar) 70 minutes
Finance and Operations: Regression Suite Automation Tool -- Testing Lifecycle Demo (DYN647PAL) This is the second of a two-part series on Regression Suite Automation Testing (RSAT). This session will cover a demo of the whole cycle of creating and saving task recordings from Finance and Operations to the BPM library in LCS, synchronizing the BPM library to create test cases in Azure DevOps, grouping the test cases into test suites, and loading and executing the test suites in RSAT. Tech Talk (recorded webinar) 70 minutes
Performance Testing Approach (DYN449PAL2) Please join us for this tech talk on how to approach Performance Testing. Learn about the fundamentals, best practices for testing, available tools and techniques for executing tests and measuring performance, and how to use the results for optimization. Tech Talk (recorded webinar) 45 minutes
How to upgrade to 7.2 (July 2017) from 7.0 (RTW)/7.1 (Release 1611) (DYN338PAL2) In this session we will explain how to upgrade from Dynamics 365 Finance and Operations application v7.0 (RTW) and v7.1 (1611) to v7.2 (July 2017). We make a clear differentiation between Live customers and ongoing projects (not live yet). ​ Tech Talk (recorded webinar) 58 minutes
Finance and Operations: Upgrading from 7.x to 8+ (DYN519PAL2) Please join us for our next TechTalk, during which we will cover the 7.X to 8.X upgrade process. We will discuss various scenarios and steps to execute for code upgrade and data upgrade. We will also cover extensibility request scenarios and how to raise them where appropriate. Part 1 of 2. Tech Talk (recorded webinar) 61 minutes
AX2012 to Dynamics 365 for Operations Upgrade (VIR817PAL2) This Tech Talk will provide an overview on how to upgrade code and data from Dynamics AX 2012 to Dynamics 365 for Operations. Tech Talk (recorded webinar) 45 minutes
Reporting Options in Dynamics 365 for Operations (VIR810PAL) This session will discuss various printing scenarios in D365 for Operations, including tips and tricks for Document Routing Agent. Tech Talk (recorded webinar) 60 minutes
Course MB-300T01-A: Core common features of Dynamics 365 for Finance and Operations This course discusses core common features of Microsoft Dynamics 365 for Finance and Operations. Instructor-led in person or online training, cost varies by region and partner 1 day
Course MB-300T02-A: Core configuration in Dynamics 365 for Finance and Operations This course discusses core configuration tasks for Microsoft Dynamics 365 for Finance and Operations. Instructor-led in person or online training, cost varies by region and partner 1 day
Course MB-300T03-A: Data migration and preparing for go-live with Dynamics 365 for Finance and Operations This course discusses data migration and go-live preparation for Microsoft Dynamics 365 for Finance and Operations. Instructor-led in person or online training, cost varies by region and partner 1 day
Implementation Lifecycle home page These topics describe the programs, tools, and processes available related to the implementation lifecycle of your Microsoft Dynamics 365 for Finance and Operations project. Documentation
Exam MB-300: Microsoft Dynamics 365 Unified Operations Core This exam measures your ability to accomplish the following technical tasks: use common functionality and implementation tools; configure security, processes, and options; perform data migration; and validate and support the solution. Exam, cost varies by region

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
Financial Reporting (DYN305PAL) This Tech Talk will discuss financial reporting setup and report lists in Dynamics 365 for Operations. The session will also cover datamart reset in UAT environment and troubleshooting and searching for hotfix, using LCS. Free recording of a web conference 57 minutes
Finance and Operations: UK Digital Tax - VAT Declaration In Dynamics 365 For Finance And Operations (DYN599PAL) During this session we will talk about the new submission process introduced by HMRC in the United Kingdom for VAT declarations. We will explain how to configure VAT declaration and set up electronic messaging in Dynamics 365 for Finance and Operations. We will demonstrate the submission process to the HMRC application in a sandbox environment. This session is especially relevant for consultants who will implement the feature and provide training to users. Free recording of a web conference 63 minutes
Course MB-310T01-A: Configure and use essential components of financial management 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. Instructor-led in person or online training, cost varies by region and partner 2 days
Course MB-310T02-A: Configure and use accounts payable, receivable, and collections in 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. Instructor-led in person or online training, cost varies by region and partner 1 day
Course MB-310T03-A: Configure and use budgeting, fixed assets, and additional functionality in 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. Instructor-led in person or online training, cost varies by region and partner 1 day
Microsoft Certified: Dynamics 365 for Finance and Operations, Financials Functional Consultant Associate Microsoft Certified: Dynamics 365 for Finance and Operations, Financials Functional Consultants unify global financials and operations and automate tasks and workflows, streamline customer ordering, selling, invoicing, and reporting. Certification, cost varies by region
Exam MB-310: Microsoft Dynamics 365 for Finance and Operations, Financials This exam measures your ability to accomplish the following technical tasks: set up and configure financial management; manage and apply common processes; implement and manage accounts payable and receivable; and manage budgeting and fixed assets. Exam, cost varies by region

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
Course MB-320T01-A: Configure and use discrete manufacturing in Dynamics 365 for Finance and Operations This course discusses how to configure and use discrete manufacturing in Dynamics 365 for Finance and Operations. Instructor-led in person or online training, cost varies by region and partner 2 days
Course MB-320T02-A: Configure and use lean manufacturing in Dynamics 365 for Finance and Operations This course discusses how to configure and use lean manufacturing in Dynamics 365 for Finance and Operations. Instructor-led in person or online training, cost varies by region and partner 1 day
Course MB-320T03-A: Configure and use process manufacturing in Dynamics 365 for Finance and Operations This course discusses how to configure and use process manufacturing in Dynamics 365 for Finance and Operations. Instructor-led in person or online training, cost varies by region and partner 1 day
Exam MB-320: Microsoft Dynamics 365 for Finance and Operations, Manufacturing This exam measures your ability to accomplish the following technical tasks: set up and configure manufacturing; create and manage production and lean orders; and create, process, and manage production batch orders. Exam, cost varies by region
Microsoft Certified: Dynamics 365 for Finance and Operations, Manufacturing Functional Consultant Associate Microsoft Certified: Dynamics 365 for Finance and Operations, Manufacturing Functional Consultants integrate digital and physical systems; improve visibility, manufacturing efficiency and flexibility; and lower costs for their clients. Certification, cost varies by region

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
Warehousing Mobile App (VIR816PAL) This Tech Talk will discuss the Advanced Warehousing system in Dynamics 365 for Operations and what the future holds for the advanced warehousing mobile interface. We will examine the new mobile application that has been released and how it compares to the legacy WMDP. We will learn what is required to install, configure, and operate this mobile application and how it can be used to benefit your implementations. Free recording of a web conference 54 minutes
Vendor Collaboration (DYN327PAL) This Tech Talk will provide a walk through on the Vendor Collaboration feature including the Consumption of Response from Vendor feature that is included in the July (spring) release. Free recording of a web conference 58 minutes
Vendor Collaboration (DYN327PAL) This Tech Talk will provide a walk through on the Vendor Collaboration feature including the Consumption of Response from Vendor feature that is included in the July (spring) release. Free recording of a web conference 58 minutes
Item And Warehouse Migration Process To Use Advanced Warehouse Management (DYN316PAL) In this Tech Talk, we will teach you how to migrate existing warehouse setup and items with open transactions to the advance warehouse management, by using the new capabilities to change the storage dimension group for items and enable warehouses to use the advanced warehouse management processes.​ Free recording of a web conference 54 minutes
Supply chain management home page This topic provides a list of the help topics and other resources for the supply chain management features in Microsoft Dynamics 365 for Finance and Operations. Documentation
Demand Replenishment for Raw Material Picking (DYN333PAL2) This TechTalk will cover raw material picking and demand replenishment for raw material picking​. Free recording of a web conference 38 minutes
Course MB-330T01-A: Configure and use supply chain management in Dynamics 365 for Finance and Operations This course discusses how to configure and use supply chain management in Dynamics 365 for Finance and Operations. Instructor-led in person or online training, cost varies by region and partner 2 days
Course MB-330T02-A: Use quality management, Intercompany trading and master planning in Dynamics 365 for Finance and Operations This course discusses how to use quality management, intercompany trading and master planning in Dynamics 365 for Finance and Operations. Instructor-led in person or online training, cost varies by region and partner 1 day
Course MB-330T03-A: Configure and use warehouse, and transportation management in Dynamics 365 for Finance and Operations This course discusses how to configure and use warehouse and transportation management in Dynamics 365 for Finance and Operations. Instructor-led in person or online training, cost varies by region and partner 1 day
Microsoft Certified: Dynamics 365 for Finance and Operations, Supply Chain Management Functional Consultant Associate Microsoft Certified: Dynamics 365 for Finance and Operations, Supply Chain Management Functional Consultants streamline cost accounting, inventory management, master planning, and warehouse management for their clients. Certification, cost varies by region
Exam MB-330: Microsoft Dynamics 365 for Finance and Operations, Supply Chain Management This exam measures your ability to accomplish the following technical tasks: implement product information management; implement inventory management; implement and manage supply chain processes; and implement warehouse management and transportation management and perform business processes. Exam, cost varies by region