Course Details
Oversikt
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.
Mål
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
Forkunnskaper
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.