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Introduction to Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

Introduction to Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. Nick Dietrich. Course Objectives. Review the cloud based solution. Discuss why workspaces are driving productivity. Review workflow in your business processes.

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Introduction to Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

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  1. Introduction to Microsoft Dynamics 365 for Finance and Operations, Enterprise edition Nick Dietrich

  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 Finance and Operations Enterprise edition. • Discuss the broad functionality that is provided in Microsoft Dynamics 365 for Finance and Operations Enterprise edition . • 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. Recruit-to-Hire

  30. Process Flow

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

  32. Complete an Application and Hire a Worker

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

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