MB-920:Dynamics 365 F&O for Beginners

Explore how Dynamics 365 blends ERP and CRM apps, including Finance and Operations and Business Central. Highlight CRM apps like sales and customer service for enterprises and small businesses.

Discover three paths to a Dynamics 365 finance and operations trial—online 30-day access, practice lab VM, or life cycle services for partner environments.

Explore the Dynamics 365 finance and operations user interface and navigation, including the home page, burger menu, and key modules like accounts payable and accounts receivable.

Learn to personalize Dynamics 365 forms by marking required fields, hiding data, and adding existing fields during new customer creation, with admin publish options.

Learn to search forms, create personalized views, and apply three filter options—filter panes, grid column filters, and advanced filters—to tailor data for business scenarios.

Workspaces in Dynamics 365 core finance and operations act as role-based dashboards with tiles, links, and forms for quick access to purchase orders without confirmed delivery dates and invoicing tasks.

Learn to pull inquiries and open sales orders from the D365 system, customize views with columns, filters, and sorting, and run SSRS reports with exports and scheduling.

Schedule SSR reports to run later with batch processing, specifying date or recurrence, and download results from the print archive after completion via the batch jobs form.

Understand legal entity as a company with rights and tax obligations in Dynamics 365. Explore Contoso demo data and learn how per‑company data contrasts with shared data like currencies.

Explore product information management basics in Dynamics 365 core finance and operations, covering product types, dimensions, and subtypes, and how variants and SKUs support purchase and sales orders.

Learn to create product dimension groups in Dynamics 365 core finance and operations, enabling color and size dimensions and configuring color-based pricing across multiple companies.

Create products centrally in all products and masters, then release them to selected legal entities. Manage product dimensions, variants, and cross-country releases in Dynamics 365.

Learn how to create a product directly in the released product form, making it available in all products and masters and easily release to multiple legal entities with entity-specific details.

Discover storage and tracking dimension groups in dynamics 365 core finance and operations, including site, warehouse, location, inventory status, license plate, and batch or serial tracking.

Discover item model groups and item groups in Dynamics 365 core finance and operations, including fifo, lifo, and weighted average costing, and how these drive reservations, quarantine, and ledger posting.

Create a purchase order, send the confirmation to the vendor, and receive stock. Register batch and serial numbers, complete product receipt, and post the purchase invoice before paying the supplier.

Track the end-to-end purchase order cycle from confirmation to invoicing, including product receipt, batch and expiration management, on-hand inventory, and invoice matching for payment readiness.

Explore legal entity concepts as the whole organization and examine operating units as sub-organizations with their own budgets, responsibilities, and performance measures across departments, business units, and channels.

Create a new legal entity for Contoso Entertainment Systems Singapore and review operating units creation, leveraging existing units while noting localization and branding options.

Define organization hierarchies to relate legal entities and operating units, assign purposes like centralized payments, and apply them in purchasing policies to align departments and cost centers.

Learn to create and manage fiscal calendars and fiscal years in Dynamics 365, apply them across legal entities, and support trial balance and depreciation processes.

Explore the chart of accounts and main accounts in Dynamics 365, showing how vendor invoices affect accounts payable and inventory in the general ledger, including shared and country-specific structures.

learn how journals post transactions and create ledger entries, including general journals for expenses and vendor payments, and use financial dimensions to capture department and business unit details.

Explore financial dimensions and accounting structures to capture department, cost center, and business unit details, enforce valid dimension combinations, and analyze a trial balance via ledger reports.

Configure the ledger form to set the chart of accounts, fiscal calendar, and manufacturing accounting structures, using shared chart of accounts and Jan–Dec calendar for multi-currency operations in US dollars.

Learn how number sequences generate readable, unique identifiers for master data and transactions, and how scope and format settings connect them to references like customers and orders.

Generate number sequences for master and transaction references in Dynamics 365 core finance and operations using a wizard, with manual setup for customer-specific formats.

Centralize master data with the global address book, a centralized repository for vendors, customers, and employees, storing address and contact information and propagating updates to prevent duplicates.

Examine the global address book parameters in Dynamics 365, learn to create or extend a party as customer or vendor, and apply duplicate checks and Duenas number validation.

Explore how workflows govern document approvals in Dynamics 365 core finance and operations, using the workflow designer to model purchase order approvals and enable change management.

Configure user options, settable by user or admin, to customize visual preferences, language and time zone, set company and view, and delegate workflow approvals with module scope and notification choices.

Explore how the Microsoft Power Platform enables low-code development with Power BI, Power Apps, Power Automate, Power Virtual Agents, and Power Pages, using Dataverse as the data backbone.

Explore how Power BI accesses reports in Dynamics 365 Finance and Operations and connects to data sources like SQL Server, Oracle, SAP, and Azure to build and publish BI reports.

Explore how Power Automate automates the customer service process by turning incoming emails into D365 case tickets, creating records and sending automatic acknowledgments.

Power Apps enables low-code app creation and mobile publishing. Build canvas apps connected to Dynamics 365 data with connectors, including the leave request app.