Microsoft Dynamics 365 Fundamentals (ERP)

 

Candidates of this exam should have general technical knowledge. They should also have a fundamental understanding of financial principles and business operations.
 

Describe Dynamics 365 Supply Chain Management (25–30%) Identify core capabilities

• Describe use cases and Supply Chain Management capabilities
• Describe available Supply Chain Management modules
• Describe options for integrating Supply Chain Management with other apps and technologies

Describe product management capabilities

• Describe products and release products
• Describe product masters
• Describe product variants

Describe purchase and sales capabilities

• Describe the process for creating vendors and purchase orders
• Describe the process for creating customers and sales orders
• Describe trade agreements and contracts
• Describe picking, packing, and reserving stock

Describe manufacturing strategies

• Describe lean, discrete, and process manufacturing
• Describe bills of materials (BOMs), routes, and operations as they relate to production orders
• Describe master planning

Describe inventory and warehousing capabilities

• Describe inventory journals
• Describe stock breakdowns
• Describe on-hand lists
• Describe warehouse components including locations

Describe Dynamics Finance (25–30%) Describe Dynamics 365 Finance core capabilities

• Describe use cases for legal entities
• Describe how Dynamics 365 Finance handles regional tax reporting requirements
• Describe accounting concepts
• Describe journaling concept

Describe general ledgers

• Describe charts of accounts including main accounts, balance sheets, and income statements
• Describe financial dimensions and dimension set concepts
• Describe periodic financial processes

Describe accounts payables and accounts receivables

• Describe core accounts payable components including vendors, purchase orders, and vendor invoices
• Describe vendor payments and settlements including three-way matching concepts
• Describe core accounts receivable components including customers, customer invoices, and free text invoices
• Describe credit and collection processes

Describe expense management, fixed asset management and budgeting

• Describe cash and bank management concepts
• Describe expense management capabilities
• Describe fixed asset management capabilities
• Describe budgeting capabilities

Describe Dynamics 365 Commerce (5–10%) Describe Dynamics 365 Dynamics 365 Commerce capabilities

• Describe retail channels including call centers, Cloud Point-Of-Sale (CPOS), and Modern Point-Of-Sale (MPOS)
• Describe channel management concepts
• Describe Distributed Order Management (DOM)
• Describe product assortments

Describe product management capabilities

• Describe customer loyalty concepts
• Describe how Dynamics 365 Commerce helps create personalized customer experiences and provide product recommendations
• Describe how Dynamics 365 Commerce uses Retail Analytics to provide centralized retail data management

Describe Dynamics 365 Human Resources (10–15%) Describe core capabilities

• Describe workers and positions
• Describe compensation and benefits capabilities
• Describe compliance features
• Describe performance management capabilities

Describe personnel management capabilities

• Describe self-service capabilities
• Describe leave and absence capabilities
• Describe employee training and certification features
• Identify integration options between Dynamics 365 Human Resources and LinkedIn

Describe Project Operations (5–10%) Identify Project Operations capabilities

• Describe project-based services and project types
• Describe project sales capabilities
• Describe project contract capabilities
• Describe project pricing capabilities
• Describe the project lifecycle including project invoicing and revenue recognition

Describe project planning and execution capabilities

• Describe project planning, execution, and analysis capabilities
• Describe work breakdown structures
• Identify project features including contracts, stages, team assignments, and fixed price versus time and material estimates versus retainer contracts
• Describe project team management capabilities including allocation methods, resource scheduling, and skills
• Describe project schedule management capabilities including tasks, subtasks, assignments, and project plan management
• Describe project cost tracking capabilities including time and expense costs

Describe shared features (10–15%) Describe reporting capabilities

• Describe built-in reporting capabilities including workspaces
• Describe options for working with Finance data from within Microsoft Excel
• Describe options for analyzing data by using Power BI

Describe integration options

• Describe Microsoft Teams integration capabilities
• Describe use cases for integrating with Microsoft Excel and Microsoft Word
• Describe options for managing documents by using SharePoint Online
• Describe email integration capabilities