1 / 34

Introduction to Microsoft Dynamics 365 for Operations

Introduction to Microsoft Dynamics 365 for Operations. Course Objectives. Review the cloud based solution. Discuss why workspaces are driving productivity. Review workflow in your business processes. Provide an overview on the reporting capabilities.

eubanks
Download Presentation

Introduction to Microsoft Dynamics 365 for Operations

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Introduction to Microsoft Dynamics 365 for Operations

  2. Course Objectives • Review the cloud based solution. • Discuss why workspaces are driving productivity. • Review workflow in your business processes. • Provide an overview on the reporting capabilities. • Explain the industry focus for Microsoft Dynamics 365 for Operations. • Discuss the broad functionality that is provided in Microsoft Dynamics 365 for Operations. • Walk through the Order-To-Cash functionality. • Walk through the Procure-To-Pay functionality. • Walk through the Plan-To-Produce functionality. • Walk through the Recruit-To-Hire functionality.

  3. Cloud Based Solution

  4. Benefits

  5. What is Azure?

  6. What is LCS?

  7. Workspaces Driving Productivity

  8. Value of Workspaces

  9. Example: Customer Invoicing Workspace

  10. Workflows in Your Business Processes

  11. Workflow Definition

  12. Workflow is a Business Process

  13. Workflow Canvas Action Pane Canvas Workflow Elements

  14. Reporting

  15. Reporting Tools

  16. Industry Focus

  17. Industry Focus

  18. Overview

  19. Functionality

  20. Order-to-Cash

  21. Process Flow

  22. Demonstration • Create a customer. • Create a sales order for the customer. • Pick the sales order. • Pack the sales order. • Invoice the sales order.

  23. Procure-to-Pay

  24. Process Flow

  25. Demonstration • Create a vendor. • Create a purchase order for the vendor. • Receive the purchase order. • Invoice the purchase order. • Generate a payment to the vendor.

  26. Plan-to-Produce

  27. Process Flow

  28. Demonstration • Review a BOM for a product. • Run master planning. • Review planned orders. • Firm a planned production order. • Estimate the production order. • Start the production order. • Report as finished a production order. • End the production order.

  29. Demonstration • Review a BOM for a product. • Run master planning. • Review planned orders. • Firm a planned production order. • Estimate the production order. • Start the production order. • Report as finished a production order. • End the production order.

  30. Recruit-to-Hire

  31. Process Flow

  32. Demonstration • Create jobs and positions • Create a recruitment project.

  33. Complete an Application and Hire a Worker

  34. Demonstration • Complete an application. • Hire a worker and enter benefits and compensation information. • Enter competencies for a worker.

More Related