This 1-day course Products and Services in Microsoft Dynamics 365 for Operations is for Product Management and other staff, who wants a good understanding of product and service creation for procurement, sales and manufacturing in D365O.
Typical participant profiles:
The course is for every user with interest and responsibilities within product management. Apart from Product Management team members, this could be daily users in Production Managers, as well as accountants, superusers, controllers, consultants.
It is essential to have participated in our course Introduction to Microsoft Dynamics 365 for Operations or in other ways have obtained equivalent knowledge.
Knowledge about product management, as well as procurement, sales and manufacturing where relevant, is also an advantage.
During this Products and Services in Microsoft Dynamics 365 for Operations course you will learn about creating products and services, 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 flow: Create and set-up product -> procurement -> stock -> sales
- Global or company specific workflow when creating products and services
- Product creation
- Required set-up (groups etc.)
- Recommended additional set-up (default order settings, units of measurement, etc.)
- Advanced set-up (hierarchies, attributes, etc.)
- Prices and charges
- Trade agreements
- Quality Management – set-up and execution of test and quarantining
- Integration to other modules
- Advanced functionality and tools (overview only)
- Reports and Queries
- Not included:
- Product Configurator (separate course)
- Bills of Materials in detail (separate course Bill of Materials in Microsoft Dynamics 365 for Operations)
Price for this course includes training manuals, training environment, food and beverages during the training.
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.
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
•Lunch of high quality and variety
•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)
Any certification exams
Products and Services in Microsoft Dynamics 365 for Operations
This course includes all or part of the topics of below listed Microsoft Courses
|80741AE: Manage Products and Services for Sales in Microsoft Dynamics AX|
|80841AE: Manage Products and Services for Procurement in Microsoft Dynamics AX|
|80811AE: Enrich Product Data in Microsoft Dynamics AX|
|80835AE: Control and Manage Sales in Microsoft Dynamics AX|
|80846AE: Receive Products and Services in Microsoft Dynamics AX|