Dynamics 365 Finance & Operations Video Courses
156 free video courses for Dynamics 365 Finance & Operations and Dynamics AX 2012, grouped by module.
Finance
- Chart of Accounts - Patterns and Anti-Patterns (Advanced) Chart of accounts part 5: patterns and anti-patterns in general ledger configuration.
- Chart of Accounts - Calendars and the Ledger (Advanced) Chart of accounts part 4: bringing it together in the ledger, with fiscal calendars and currencies.
- Chart of Accounts - Account Structures and Advanced Rules (Advanced) Chart of accounts part 3: account structures and advanced rules, including the organisation hierarchy.
- Chart of Accounts - Financial Dimensions (Advanced) Chart of accounts part 2: financial dimensions, dimension sets and recommended practices.
- Chart of Accounts - Main Accounts (Advanced) Chart of accounts part 1: main accounts, account categories, sharing across legal entities and overrides.
- Financial Dimension Corruption (Intermediate) How financial dimensions are stored and the common causes of dimension corruption, and how to avoid them.
- Electronic Invoicing in Saudi Arabia for Dynamics 365 Finance (Advanced) Meeting Saudi Arabia's e-invoicing (ZATCA) integration phase with real-time clearance and reporting in Finance.
- Electronic Invoicing Add-on for Dynamics 365 Finance (Intermediate) The Electronic invoicing add-on: a configurable service for processing and exchanging e-invoices.
- Electronic Invoicing for Dynamics 365 Finance (Advanced) Electronic invoicing for global organisations: meeting country e-invoicing mandates on one platform.
- Get started with Invoice Capture (Advanced) Invoice capture for Dynamics 365 Finance: scan vendor invoices, extract data with OCR and match them automatically.
- Free Text Invoice - Enhanced Posting Performance (Advanced) Performance improvements to batch posting of free text invoices in Dynamics 365 Finance.
- Running the Year-end close (Advanced) Year-end close series part 2: best practices for running year-end close, including the new year-end close service.
- Preparing for your Year-end close (Advanced) Year-end close series part 1: processes to finish before year-end, ledger settlement tips and 1099 changes.
- Asset Leasing Overview (Advanced) Asset leasing for ASC 842 and IFRS 16: lease setup, right-of-use assets and automated lease accounting.
- Process Automation for Customer Collections and Vendor Payments (Advanced) Scheduling customer collections and vendor payments with the process automation framework instead of custom batch jobs.
- Subscription Billing and Deferral Schedules with Project (Advanced) Subscription Billing integrated with Project management and accounting, including deferral schedules for projects.
- Revenue Recognition Migration to Subscription Billing (Intermediate) Moving from Revenue Recognition's revenue schedules to Subscription Billing's deferral schedules.
- Subscription Billing - Deferrals and Allocations (Intermediate) Subscription Billing: deferral schedules and revenue allocation across contract elements.
- Subscription Billing - Billing Schedules and Invoicing (Intermediate) Subscription Billing: setting up billing schedules and invoicing recurring charges.
- Subscription Billing Overview (Intermediate) Subscription Billing overview: recurring billing, revenue recognition and contract management for subscription businesses.
- Credit Management Overview (Beginner) Managing customer credit on sales orders with Credit management, and what to consider when implementing it.
- Expense Mobile App (Intermediate) The Expense mobile app: capturing receipts and submitting expense reports under your expense policies.
- Regulatory Configuration Service Merge to Globalization Studio (Advanced) Why Regulatory Configuration Service is merging into the Globalization Studio workspace, and how the change rolls out.
- Tax Calculation Service (Advanced) The microservice-based Tax Calculation service for tax determination and calculation in Finance and Supply Chain Management.
- VAT Reporting for Multiple Tax Registrations in Single Legal Entity (Intermediate) Reporting VAT for several foreign tax registrations from one legal entity in Dynamics 365 Finance.
Human Resources
- What is changed in Dynamics 365 Human Resources (Advanced) What changed when Human Resources moved onto the Finance and Supply Chain infrastructure, compared with the standalone app.
- Human Resources App for Microsoft Teams (Intermediate) Setting up the Human Resources app for Microsoft Teams, with an end-to-end demo and the roadmap for the app.
- Benefits Management (Intermediate) HR series part 7: benefit plan configuration, life events and benefits integrations.
- Compensation Management (Intermediate) HR series part 6: fixed and variable compensation, their process maps and integration considerations.
- Leave and Absence Management (Intermediate) HR series part 5: leave and absence types, plan setup and accrual processing.
- Managing Employee and Manager Self-Service Experiences (Intermediate) HR series part 4: configuring and personalising employee and manager self-service.
- Employee Development (Intermediate) HR series part 3: goals, performance reviews, skills, tests and certifications, with a skill-gap demo.
- Request-to-Recruit-to Hire Process (Intermediate) HR series part 2: the request-to-hire process, its configuration, and integrating recruiting systems such as LinkedIn Talent Hub.
- Personnel Management from Hire-to Retire (Intermediate) HR series part 1: personnel management across the employee lifecycle, from hire to retire.
- Dynamics 365 Human Resources - Overview (Beginner) What Dynamics 365 Human Resources (formerly Talent) offers: capabilities, architecture, extensibility and provisioning.
Reporting
- Configurable Business Documents (Intermediate) Letting business users edit purchase orders, quotations, invoices and other documents in Word or Excel templates.
Security
- User Security Governance Overview (Intermediate) How security management in Dynamics 365 finance and supply chain apps has evolved, and the tools for governing user access.
Supply Chain
- Transportation Management Configuration for Freight Reconciliation (Advanced) Configuring freight reconciliation in Transportation Management to match carrier bills against expected freight.
- Transportation Management Configuration for Rating and Route (Advanced) Configuring rating and routing in Transportation Management: rate engines, routes and carriers.
- Warehouse Management Configuration Deep-Dive (Advanced) In-depth walkthrough of the fundamental configuration the Warehouse Management module needs.
- WMS Troubleshooting Tips & Tricks (Intermediate) Common Warehouse Management errors and how to troubleshoot them, with functional demos.
- Warehouse Management Module Implementation Best Practices (Intermediate) Best practices, testing approaches and pitfalls for complex Warehouse and Transportation Management implementations.
- Introduction to Warehouse Management (Beginner) Warehouse Management basics: terminology, core configuration and standard warehouse processes.
- Demand Driven Material Requirements Planning (Intermediate) Demand Driven MRP (DDMRP): what it is, what Supply Chain Management offers and how to use it in planning.
- The Basics of Master Planning (MRP) (Beginner) Master planning (MRP) basics: balancing future demand for materials and capacity against supply.
- Product Obsolescence using Engineering Change Management (Intermediate) Engineering change management part 4: product lifecycle states and taking products out of use.
- Product change process using Engineering change management (Intermediate) Engineering change management part 3: change requests and change orders, including formula changes.
- New product launch process using Engineering change management (Intermediate) Engineering change management part 2: launching new products, product readiness and converting products to engineering products.
- Engineering Change Management - Overview (Beginner) Engineering change management part 1: basic concepts, terminology and implementation guidance.
- Asset Management - TechTalk (Advanced) Managing equipment and maintenance jobs with the Asset Management module in Supply Chain Management.
- Asset Management - Mobile App (Intermediate) The Asset Management mobile app for maintenance requests, tasks and work orders.
- Asset Management - Maintain Assets (Intermediate) Setting up preventive and reactive maintenance for assets, with the process flow and a demo.
- Asset Management and Field Service Integration (Intermediate) Integrating Asset Management with Dynamics 365 Field Service to maintain assets in the field.
- Asset Management - Acquire and install Assets (Intermediate) Acquiring and installing assets: what to track, implementation decisions and migrating existing assets.
- Asset Management - Sensor Data Intelligence Add-in (Intermediate) The Sensor Data Intelligence add-in: using machine sensor data in Supply Chain Management, with setup and demo.
- Asset Management Overview (Intermediate) Asset management overview: history, supported business scenarios, key terms and a demo.
- Soft reservation capabilities in Inventory Visibility Service (Advanced) Soft reservation at product level, without site and warehouse, for scenarios such as e-commerce baskets.
- Attribute-based product and inventory search in Inventory Visibility Service (Advanced) Attribute-based product and inventory search, plus natural-language search with Copilot, in Inventory Visibility.
- Improve Inventory Control with Soft Reservation in Inventory Visibility Service (Advanced) Soft reservations in Inventory Visibility: handling concurrent inventory updates from several connected systems.
- Integrating Inventory Visibility Service with 3rd party applications (Intermediate) Connecting third-party systems to Inventory Visibility so it can track inventory across all of them.
- Exploring Dynamics 365 SCM Inventory Data with Inventory Visibility (Intermediate) Exploring Supply Chain Management on-hand data through Inventory Visibility with Power Apps, Power BI and integrations.
- Scale and harmonize your business inventory with Inventory Visibility (Intermediate) How Inventory Visibility scales: architecture, performance and benchmark results for high-volume inventory.
- Inventory Visibility Add-in (Intermediate) The Inventory Visibility add-in: architecture, scenarios, setup, on-hand queries and reservations.
- Small Parcel Shipping (Advanced) Setting up Small Parcel Shipping to rate and ship parcels through carriers from Supply Chain Management.
- Configuring Warehouse Management for Lite Use (Intermediate) Configuring Warehouse Management for simple "lite" requirements, with an end-to-end demo.
- Integrating 3rd party Manufacturing Execution System (Advanced) Integrating a third-party Manufacturing Execution System (MES) with Supply Chain Management.
- Discrete Manufacturing Overview (Intermediate) Discrete manufacturing overview: production orders, bills of materials, routes and the production order lifecycle.
- Procure to Pay Overview (Advanced) The procure-to-pay process end to end: procurement and sourcing, vendor invoicing and vendor payments.
- Cost Accounting - Overhead Calculation (Advanced) Cost accounting part 2: calculating and allocating overhead.
- Cost Accounting - Overview (Advanced) Cost accounting part 1: getting started with the Cost Accounting module, its main setup and configuration.
- Pricing Management Overview (Advanced) Pricing management in Supply Chain Management: attribute-based pricing for omnichannel B2B sales.
- Inventory Costing Fireside (Advanced) Inventory costing part 8: Microsoft's costing team answers the most frequently asked inventory costing questions.
- Production Variance Analysis (Advanced) Inventory costing part 7: sources of production variance, how they are captured and how to act on them.
- Global Inventory Accounting Add-in (Advanced) Inventory costing part 6: setting up the Global Inventory Accounting add-in and what it covers.
- Inventory Closing (Advanced) Inventory costing part 5: running inventory close and recalculation, with best practices.
- Manufacturing Accounting (Advanced) Inventory costing part 4: manufacturing accounting for production orders.
- Standard Cost and the Costing Sheet (Advanced) Inventory costing part 3: standard costing and the costing sheet.
- Inventory Accounting Methods (Advanced) Inventory costing part 2: the inventory models (FIFO, weighted average, standard cost and others) and how to choose one.
- Inventory Accounting Setup (Advanced) Inventory costing part 1: inventory accounting concepts, configuration and implementation guidance.
- Introducing Dynamics 365 Supply Chain Insights (Beginner) Supply Chain Insights: end-to-end supply chain visibility and early warning of risks and disruptions.
- Additions to Mixed LP Receiving (Intermediate) Mixed license plate receiving for returns and transfer orders, combined with piece-by-piece scanning.
- Introduction to the Landed Cost Module (Beginner) The Landed Cost module: key concepts, a real-world demo and how it differs from Transportation Management.
- Introduction to Transportation Management (Beginner) Terminology, core configuration and standard business processes of Transportation Management in Supply Chain Management.
- Distribution and Trade (Intermediate) Playlist on distribution and trade in Dynamics AX 2012, including transportation management.
- Supply Chain Foundation (Beginner) Playlist on the supply chain foundation course for Dynamics AX 2012.
System
- Day in the Life Testing (Advanced) Performance testing part 6: Day in the Life testing, simulating a full production day to prove performance and scale.
- Setting up Dynamics 365 Commerce performance test (Advanced) Performance testing part 5: planning and running performance tests for Commerce POS and e-commerce.
- Considerations for Dataverse and Customer Engagement Apps (Advanced) Performance testing part 3: planning performance tests for Dataverse and Customer Engagement apps.
- Performance Testing: Setup and Execution (Advanced) Performance testing part 2: setting up and running performance tests for finance and operations apps, with demos.
- Planning for Performance Testing (Advanced) Performance testing part 1: why and how to plan performance tests, from key scenarios to measurable goals.
- Analyze & Mitigate performance issues (Advanced) Performance testing part 4: analysing and fixing the performance issues your tests uncover.
- Monitoring and Telemetry using Application Insights (Advanced) Sending finance and operations telemetry to Azure Application Insights to monitor and troubleshoot in near real time.
- Near-zero downtime and Proactive quality updates (Advanced) Near-zero-downtime maintenance, its effect on users and batch jobs, and how proactive quality updates roll out.
- Servicing, Supporting and Maintaining (Advanced) How to service, support and maintain finance and operations production environments efficiently.
- Monitoring, Optimization Advisor & Critical KBs (Advanced) What Microsoft monitors in production, the Optimization Advisor, critical X++ updates in LCS and reporting outages.
- Introduction to the BatchRetryable Feature (Advanced) The BatchRetryable feature: automatic retries for batch jobs that fail on transient errors.
- Priority based batch scheduling (Advanced) Priority-based batch scheduling: decoupling batch groups from servers and assigning priorities to batch jobs.
- Demo Data Packages (Advanced) Using demo data packages to load only the demo data your scenario needs into an environment.
- Task Automation Framework for Data Management (Advanced) The Task Automation Framework for testing data entities and integrations and automating data management tasks.
- Data Management Overview (Beginner) The data management framework and when to use it: templates, database copies, cross-company sharing and performance.
- Reduce Data Import and Export Time Using Configurations (Intermediate) Using data management configurations and templates to copy setup data between legal entities faster.
- Continuous Number Sequence Performance Improvements (Advanced) How pre-allocating numbers speeds up continuous number sequences, and how the clean-up job handles gaps.
- Dynamics AX 2012 Data Management (Intermediate) Playlist on data management in Dynamics AX 2012, centred on the Data Import/Export Framework (DIXF).