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Procurement in Microsoft Dynamics 365 for Finance and Operations

April 30 @ 09:00 - 16:00

|Recurring Event (See all)

One event on December 3, 2019 at 09:00

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(Last Updated On: January 23, 2019)

This 1-day course Procurement in Microsoft Dynamics 365 for Operations is for all procurement and financial users, who wants a good understanding of the daily routines, the more advanced functionality and the configuration of procurement in D365O.

Typical participant profiles:
The course is for every user with interest and responsibilities within procurement. Purchasing agents, vendor/supplier managers, as well as superusers, controllers, consultants.

Prerequisites:
It is essential to have participated in our course Introduction to Microsoft Dynamics 365 for Operations or in other ways have obtained equivalent knowledge.

It is an advantage to have participated in our course Accounts Payable in Microsoft Dynamics 365 for Operations or in other ways have obtained equivalent knowledge.

Knowledge about procurement and terminology is also an advantage.

Level:

200 (Intermediate).

During this Procurement in Microsoft Dynamics 365 for Operations course you will learn about vendors/suppliers management, purchase requisitions, requests for quotation, purchase orders, pricing, agreements, and much more.

We will also work with more advanced functionality and tools for daily as well as periodic tasks.

During this 1-day class, you will work hands-on with our hands-on labs with guidelines for Microsoft Dynamics 365 for Operations.

  • Introduction and overview
  • An example of a D365O procurement flow: Create purchase order -> order confirmation -> product receipt (-> payment)
  • Vendor creation and management
  • Procurement flow: Requisition, Request for quotation, Purchase order
  • Requisition
  • Purchase Order – creating and updating
    • Overview
      • Status
      • Credit control
    • Creation
      • Vendor selection
    • Updating
      • Order confirmation
      • Receipt
      • Invoice and credit note
  • Purchase requisitions
  • Request for quotes
  • Prices and charges
  • Trade agreements
  • Parameters
  • Advanced functionality and tools (overview only)
    • Vendor portal
  • Reports and Queries.
    • Back orders
    • Statistics and analysis

Price for this course includes training manuals, training environment, food and beverages during the training.

Training manuals
We will provide our own developed and updated AXcademy training materials and/or training materials from Microsoft.
Training manuals are provided printed and/or as files.
Each student will receive copies to annotate and keep.

Training environment
During the training, each student will have access to their personal copy of Microsoft Dynamics 365 for Operations training environment (with standard Contoso demo data) free of charge.

After the training, you could continue to have access to your personal training environment – including your labs. A nominal fee might apply for this optional service.

To ensure the best possible learning environment, a world class instructor with loads of real-life technical experience in D365O, as well as AX 7 and previous versions of AX is in place, and the number of participants is limited to 10 students.

Food and beverages
Food and beverages are provided during the training hours.
•Light breakfast before start
•Morning break
•Lunch of high quality and variety
•Afternoon break
•Water, coffee/tea, soft drinks, fruits through-out the day.

(Actual offerings and variety depends on the actual training location. For special food requirements, please ask well in advance of the class start date)

Not included
Travel
Accommodation
Any certification exams

Procurement in Microsoft Dynamics 365 for Operations

This course includes all or part of the topics of below listed Microsoft Courses

80840AE: Manage Vendor Relationships
80842AE: Control and Manage Purchases in Microsoft Dynamics AX
80843AE: Create Purchase Requisitions in Microsoft Dynamics AX
80844AE: Create Requests for Quotations in Microsoft Dynamics AX
80846AE: Receive Products and Services in Microsoft Dynamics AX