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Mastering Microsoft Dynamics 365 for Operations: Streamlining Business Processes

Learn how to leverage Dynamics 365 for Operations to boost productivity, manage workflows, enhance reporting, and execute key functionalities like Order-to-Cash, Procure-to-Pay, Plan-to-Produce, and Recruit-to-Hire processes effectively.

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Mastering Microsoft Dynamics 365 for Operations: Streamlining Business Processes

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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.

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