Microsoft Dynamics 365, D365 Finance and Operations, D365 F&O, Dynamics AX – New Course 2022 Updated
The primary purpose of this course is to provide you with an in-depth knowledge of the concept and functionality of Microsoft Dynamics 365/AX for Finance and the supply chain. It is primarily designed for business users, students, and consultants who are interested in learning how to use the Microsoft D365 application. Microsoft Dynamics 365/AX for Finance and Operations is a very comprehensive business solution, which makes it impossible to explain all parts of the application in a single course. Hence, this will be a multi-part series and each one focusing on various concepts within Microsoft Dynamics 365. All those tutorial videos posted here are undoubtedly true value for money, I request you all to provide me with constant feedback to help me keep improving all my future parts. In order to benefit from my tutorials, it is recommended to have a separate test application to practice the scenarios along with me while watching my lectures.
What you’ll learn
- Creation of vendors in a new legal entity.
- Learning about vendor party association.
- Exploring vendor Credit rating, Credit limit, Vendor hold, Reason codes.
- Exploring vendor Currency, Invoice account, Delivery terms, Mode of delivery.
- Exploring Change management, Terms of payment, Method of payment setup in vendor master.
- Getting started with trade agreement set-up.
- Creation of first trade agreement journal.
- Exploring various scenarios with in PO using trade agreements.
- Deep dive into line discounts set-up.
- Line discounts and Purchase order detailed demo.
- Setting-up line discounts using percentage discounts.
- Realtime examples using line discounts by quantity.
- Additional features and scenarios using line discounts.
- Application of discount groups for price agreements.
- Adding vendor surcharges using purchase agreements.
- Line discounts Vs Multiline discounts.
- Exploring total discounts in D365.
- Manual Charge code set-up.
- Exploring different scenarios using manual charge codes in PO.
- Setting up automatic charge code at header level.
- Automatic charges and PO.
- Setting up and exploring automation charge code at line level.
- Vendor rebates using charge codes.
Course Content
- Introduction –> 1 lecture • 7min.
- Vendor Management – Deep dive discussion –> 5 lectures • 1hr 52min.
- Trade agreements step by step guide –> 4 lectures • 24min.
- Prices & discount agreements step by step guide –> 6 lectures • 40min.
- Discount agreement deep-dive sessions –> 5 lectures • 48min.
- Everything about charge codes in Dynamics 365 –> 6 lectures • 1hr 5min.
Requirements
The primary purpose of this course is to provide you with an in-depth knowledge of the concept and functionality of Microsoft Dynamics 365/AX for Finance and the supply chain. It is primarily designed for business users, students, and consultants who are interested in learning how to use the Microsoft D365 application. Microsoft Dynamics 365/AX for Finance and Operations is a very comprehensive business solution, which makes it impossible to explain all parts of the application in a single course. Hence, this will be a multi-part series and each one focusing on various concepts within Microsoft Dynamics 365. All those tutorial videos posted here are undoubtedly true value for money, I request you all to provide me with constant feedback to help me keep improving all my future parts. In order to benefit from my tutorials, it is recommended to have a separate test application to practice the scenarios along with me while watching my lectures.
1. Vendor Management – Deep-dive discussion
- 1.1 Prerequisites & course overview
- 1.2 Getting started with the creation of the first vendor in a new legal entity.
- 1.3 learning about parties, vendors, and party associations.
- 1.4 Exploring Credit rating, Credit limit, Vendor hold, Reason codes in vendor master
- 1.5 Exploring Currency, Invoice account, Delivery terms, Mode of delivery in a vendor
- 1.6 Introduction to Change management, Terms of payment, Method of payment setup
2. Trade agreements step by step guide
- 2.1 Getting started with trade agreement set-up
- 2.2 Creation of first trade agreement journal
- 2.3 Viewing the trade agreement price in the Purchase order
- 2.4 Editing the trade agreements and making changes to the price
3. Prices & discount agreements step by step guide
- 3.1 Deep dive into line discounts set-up
- 3.2 Application of line discounts within a Purchase order
- 3.3 Setting-up line discounts using percentage discounts
- 3.4 Exploring line discounts using discount percentages 1 & 2
- 3.5 Real-time examples using line discounts by quantity.
- 3.6 Additional features using line discounts.
4. Discount agreement deep-dive sessions:
- 4.1 Application of discount groups for price agreements
- 4.2 Using vendor discount groups in price agreements
- 4.3 Adding vendor surcharges using purchase agreements
- 4.4 Line discounts Vs Multiline discounts
- 4.5 Exploring total discounts in D365
5. Everything about charge codes in Dynamics 365:
- 5.1 Manual Charge code set-up
- 5.2 Exploring different scenarios using manual charge codes in PO
- 5.3 Setting up automatic charge code at header level
- 5.4 exploring auto charges within a PO
- 5.5 Setting up and exploring automation charge code at line level
- 5.6 Vendor rebates using charge codes.