Skills at a glance
- Describe Dynamics 365 Supply Chain Management (35–40%)
- Describe Dynamics 365 Finance (30–35%)
- Describe the core capabilities of the finance and operations apps (25–30%)
Describe Dynamics 365 Supply Chain Management (35–40%)
Describe Supply Chain Management core capabilities
- Describe use cases of Supply Chain Management
- Describe products and released products
- Describe product master records, product variants, and product dimensions
- Describe pricing and discounts in relation to trade agreements
- Describe intercompany capabilities
Describe the manufacturing process
- Describe lean, discrete, and process manufacturing
- Describe manufacturing strategies
- Describe bills of materials (BOMs), formulas, routes, and operations as they relate to production orders
- Identify the production lifecycle stages
- Describe shop floor management
- Describe master planning and planning optimization
Describe inventory and warehousing capabilities
- Describe costing methods
- Describe on-hand inventory capabilities
- Identify types of inventory journals
- Describe quality management capabilities
- Describe use cases for Warehouse Management Systems (WMS)
- Describe use cases for Transportation Management Systems (TMS)
- Describe use cases for landed cost
Describe the sales and procurement processes
- Describe the order-to-cash process
- Describe the sales order creation process
- Describe the fulfillment process, including inventory reservations and picking and packing
- Describe the procure-to-pay process
- Describe purchase requisitions
- Describe the purchase order creation process
- Describe purchase order receipts
Describe Dynamics 365 Finance (30–35%)
Describe Finance core capabilities
- Describe use cases of Finance
- Describe organization and legal entities
- Describe reporting currency and accounting currency
- Describe tax capabilities
- Describe cost accounting concepts
Describe general ledgers
- Describe charts of accounts, including main accounts
- Describe the concept of a fiscal calendar
- Describe financial dimensions and dimension sets concepts
- Describe the accounting structure
- Describe financial journal concepts
- Describe periodic financial processes
Describe accounts payables and accounts receivables
- Describe core accounts payable components, including vendors, purchase orders, and vendor invoices
- Describe vendor payments and settlements, including three-way matching concepts
- Describe core accounts receivable components, including customers, customer invoices, and free text invoices
- Describe credit management processes
- Describe the collection process
- Describe the concept of subscription billing
Describe expense management, fixed asset management, and budgeting
- Describe cash and bank management concepts
- Describe expense management capabilities
- Describe fixed asset management capabilities
- Describe budgeting capabilities
Describe the core capabilities of the finance and operations apps (25–30%)
Describe the finance and operations apps
- Describe enterprise resource planning (ERP)
- Describe the business value of Commerce
- Describe the business value of Human Resources
- Describe the business value of Project Operations
- Describe finance and operations apps use cases
- Explore the finance and operations user interface
Describe reporting and integration capabilities
- Describe built-in reporting capabilities, including workspaces
- Describe options for analyzing data by using Power BI
- Describe Microsoft Office 365 integration capabilities, including Microsoft Excel, SharePoint, and Teams
- Describe Microsoft Power Platform integration options
Describe common features
- Describe security capabilities
- Describe workflow capabilities
- Describe the concept of batch jobs
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