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This course provides the knowledge required to gain one of the elective certifications for the Microsoft Cloud Business Applications – Operations competency.
Your course package is designed to provide maximum learning and convenience. This is included in the price of your course:
Your expert instructor will get you ready for the following exam and certification, which are included in your course package and covered by the Certification guarantee.
This course is partner focused and exam focused. This is not a course for delegates new to Dynamics. It is aimed at delegates experienced in Dynamics 365 who need certification in order to achieve competency.
Candidates who take this exam should have an 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.
Using our engaging learning methodology including a variety of tools, we’ll cover the entire curriculum.
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
The Virtual Classroom is an online room, where you will join your instructor and fellow classmates in real time. Everything happens live and you can interact freely, discuss, ask questions, and watch your instructor present on a whiteboard, discuss the courseware and slides, work with labs, and review.
Yes, you can sit exams from all the major Vendors like Microsoft, Cisco etc from the comfort of your home or office.
With Readynez you do any course form the comfort of your home or office. Readynez provides support and best practices for your at-home classroom and you can enjoy learning with minimal impact on your day-to-day life. Plus you'll save the cost and the environmental burden of travelling.
Well, learning is limitless, when you are motivated, but you need the right path to achieve what you want. Readynez consultants have many years of experience customizing learner paths and we can design one for you too. We are always available with help and guidance, and you can reach us on the chat or write us at info@readynez.com.