Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations

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  • Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations

    5 Dages
    Microsoft Dynamics 365
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    SEK35750 (exkl. moms)
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    Course Details

    Sammanfattning

    Get your Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations training and certification in just 5 days and learn more than you could imagine.

    During your 5-day Certification and Training Programme, you will live, learn, and take the exams at one of our state-of-the-art education centres.

    At Insoft, we know your time is valuable. That’s why we give you the opportunity to gain your Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations training and certification in just 5 days. We provide the best conditions for you to learn.

    With us by your side, encouraging and guiding you along the way, you can enjoy 5 intense, focused days of quality learning in a distraction free environment. Your expert instructor will be working with Insoft’s unique accelerated learning methods, which include our exclusive lecture/lab/review methodology with real life cases putting you in the best possible position to learn and retain knowledge and pass your exams.

    Sitting your Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations course with Insoft means:

    • You´ll get more hours of training per day, allowing you to get trained and certified faster and more cost-effectively than with any other training provider.
    • You will be trained by one of the most expert instructors in the world.
    • You can focus purely on learning in our distraction free environment.
    • Dedicated onsite support and access to your classroom at all hours.
    • The price you pay is all-inclusive and covers all course materials, exams, transportation service, accommodation and meals.
    • The Certification Guarantee allows you to train again for free, if you do not pass first time. You only pay for any exams and labs, and accommodation.

    Målsättning

    Manage customer and vendor relationships

    Manage customer relationships

    • This objective may include but is not limited to: create and maintain customer records in Microsoft Dynamics 365; configure and manage customer trade agreements including agreements with supplementary items; set up customer groups and posting profiles; configure credit limits; configure additional customer parameters including delivery and payment terms; create a customer using default data and financial dimensions

    Manage vendor relationships

    • This objective may include but is not limited to: create and maintain vendor records; configure and manage vendor trade agreements; set up vendor groups and posting profiles; configure vendor collaboration workspaces

    Manage the sales process

    Control and manage sales

    • This objective may include but is not limited to: create charge codes; create customer charges groups; create item charge groups; create delivery charges groups; create auto charges on items, customers and vendors; create terms of payment

    Manage sales commissions

    • This objective may include but is not limited to: create commission customer groups; create commission item groups; create commission sales groups; set up commission calculations; setup commissions for return items

    Create sales quotations

    • This objective may include but is not limited to: create sales quotations; update sales quotations

    Perform the sales process

    • This objective may include but is not limited to: create sales orders; copy sales orders; create order events; configure order holds; add order notes; create customer sales agreements; update charge; implement items lists; implement full text search

    Configure delivery settings

    • This objective may include but is not limited to: set up enhanced delivery date control; configure coverage calendars and transport times; configure available ship and receipt dates; add order entry deadlines; configure sales orders picking

    Process outbound delivery and invoicing

    • This objective may include but is not limited to: create direct delivery orders; set up warehouses; pack and ship products; post a packing slip; invoice customers; process returns from customers; create replacement orders; configure and process transfer orders; pick items for transfers

    Manage the purchase process

    Control and manage purchases

    • This objective may include but is not limited to: create charges codes; create vendor charges groups; create item charges groups; create delivery charges groups; create auto charges

    Create purchase requisitions

    • This objective may include but is not limited to: create and submit purchase requisitions for approval; configure purchase requisition workflows; define control parameters and workflow on purchase requisition documents; set up purchasing policies

    Create requests for quotations

    • This objective may include but is not limited to: create requests for quotations; process requests for quotations; accept or reject requests for quotations; manage bills of materials on sales quotations

    Perform the procurement process

    • This objective may include but is not limited to: create purchase orders; create purchase agreements and release lines; configure change management

    Receive products and services

    • This objective may include but is not limited to: perform desktop receiving; create purchase invoices and match receipts; set up quality management on purchase items; create tests and configure item sampling; create test groups; configure automatic and manual quality orders; create and process nonconformance orders; manage quality reports and certificates; inspect product receipts; receive products and return rejections; create a case for undelivered products from a vendor

    Configure and manage item reservations

    • This objective may include but is not limited to: apply automatic and manual reservations; apply explosion reservations; view, lock, and cancel reservations; configure batch reservations; pick reservations

    Configure and manage inventory

    Set up and configure inventory management

    • This objective may include but is not limited to: create sites; create warehouses; configure warehouse items; set up inventory aisles and locations; configure boxing logic; manage the inventory close process

    Manage products and services

    • This objective may include but is not limited to: create product and service records; create item groups and item model groups; create storage and tracking dimensions; track inventory using serial and batch numbers; create units of measure; create inventory and posting profiles; create released products

    Enrich product data

    • This objective may include but is not limited to: set up product attributes; create attribute groups; create and maintain product hierarchies; set up supplementary items

    Configure, run, and review inventory reports

    • This objective may include but is not limited to: configure ABC classifications; determine physical inventory; run and analyze inventory aging reports; configure and run forecasting reports

    Configure and manage inventory journals

    • This objective may include but is not limited to: set up inventory journals; manage inventory adjustments; create transfer, bills of materials, and counting journals; set up and manage cycle counting operations; process inventory blocking; set up item registration

    Förkunskaper

    Candidates who take this exam should have a moderate understanding of distribution and trade processes. They also need an understanding of which Microsoft Dynamics 365 for Finance and Operations functionalities apply to the Procure to Pay and Order to Cash processes.

    Do you have what it takes?
    We´ll help you decide – Call us to discuss your technical background, experience and qualifications to determine how we can help you succeed in this Insoft course.

    Just call us and speak to one of our enrolment consultants.

    Schema

      May 6 - May 10, 2019
    Stockholm
      Sep 16 - Sep 20, 2019
    Stockholm
      Nov 4 - Nov 8, 2019
    Stockholm