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 multipart 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. Following are the full list of topics covered in the bundle

• Legal entity creation

• Introduction to legal entity

• Creation of real legal entity with real time examples

• Number Sequence

• Introduction to number sequence

• Deep dive into number sequence.

• Let us create automatic number sequence from scratch

• Exploring the number sequence code

• Let us now explore manual number sequence

• Chart of Accounts and main accounts

• Introduction to Chart of accounts

• Ledger setup and Main accounts basics cut

• Creation and configuration of multiple main accounts with real time examples.

• Creation of multiple main account using excel integration.

• Ledger setup

• Fiscal Calendar Setup.

• Currency cut 12:25.

• Account structure.

• Accounts for currency revaluation.

• Getting started with product information management

• Introduction to products.

• Product information management parameters.

• Product relationship type setup

• Product Dimension groups.

• Storage Dimension groups.

• Tracking dimension groups.

• Category Hierarchies

• Product attributes

• Deep dive into products and released products

• Detailed discussion on item model group and item group.

• Vendor Management Deep dive discussion

• Prerequisites and course overview

• Getting started with the creation of the first vendor in a new legal entity.

• Learning about parties, vendors, and party associations.

• Exploring Credit rating, Credit limit, Vendor hold, Reason codes in vendor master

• Exploring Currency, Invoice account, Delivery terms, Mode of delivery in a vendor

• Introduction to Change management, Terms of payment, Method of payment setup

• Trade agreements step by step guide

• Getting started with trade agreement setup

• Creation of first trade agreement journal

• Viewing the trade agreement price in the Purchase order

• Editing the trade agreements and making changes to the price

• Prices and discount agreements step by step guide

• Deep dive into line discounts setup

• Application of line discounts within a Purchase order

• Setting up line discounts using percentage discounts

• Exploring line discounts using discount percentages 1 and 2

• Real time examples using line discounts by quantity.

• Additional features using line discounts.

• Discount agreement deep dive sessions:

• Application of discount groups for price agreements

• Using vendor discount groups in price agreements

• Adding vendor surcharges using purchase agreements

• Line discounts Vs Multiline discounts

• Exploring total discounts in D365

• Everything about charge codes in Dynamics 365:

•  Manual Charge code setup

• Exploring different scenarios using manual charge codes in PO

• Setting up automatic charge code at header level

• Exploring auto charges within a PO

• Setting up and exploring automation charge code at line level

• Vendor rebates using charge codes.

• Purchase Order Management

• Introduction

• Introduction to Purchase order status, Approval status, Purchase type

• Purchase Order views and filter options

• Creation of purchase order step by step exploration

• Getting started with Purchase Order Processing

• Purchase Order processing Deep dive

• Posting Profile Setup for Purchase Order

• Introduction to PO posting process

• Getting started with posting profile  Vendor posting profile

• Inventory posting profile setup for purchase order

• Exploring the posting profile setup using a purchase order

• Purchase Order Functionalities Detailed Discussion:

• Adding multiple lines, and line numbering in Purchase Order

• Purchase order delivery schedules

• Purchase order copy functionality

• Supplementary items in Purchase order

• Supplementary item additional scenario

• Purchase Order Partial Delivery and Receipts:

• Purchase order partial receiving

• Short closing a purchase order

• Product receipts duplicate check

• Product receipt cancel

• Purchase order status and vendor reference numbers

• Under Delivery in purchase order

• Over Delivery in Purchase order

• Real time business scenarios using PO

• Latest purchase price option in released products

• Purchase order Workflow from basics:

• Getting started with workflow setup

• Creating our first purchase order using over workflow

• Exploring the workflow options in PO and Batch jobs

• Editing a Purchase order with workflow

• Rejecting the PO workflow

• Purchase requisition

• Prerequisites setup for purchase requisition

• Purchase Requisition mandatory workflow

• Creating a purchase requisition

• Next steps

• Advanced Procurement and Sourcing Concepts

• Getting Started with Vendor Evaluation Criteria Setup

• Vendor search function based on evaluation criteria

• End to end RFQ process from Purchase requisition

• Purchasing Policies rules (Category access policy rule)

• Purchasing Policies rules (Category Policy Rule)

• Purchasing Policies rules (Purchase requisition control rule)

• Detailed discussions on the Requisition Purpose rule and more

• Demand consolidation Policy rule in procurement module

• Exploring all about purchase agreements

• Introduction to purchasing agreement setup focusing on quantity commitment

• Example scenario using purchase agreement with quantity commitment

• Purchase agreement with value commitment set up

• Example scenario using purchase agreement with value commitment

• Consignment warehouse process step by step in detail

• Introduction to the consignment business process

• Prerequisite setup for consignment warehouse

• Consignment Replenishment Orders

• Inventory ownership change journals

• Vendor rebate process in procurement module:

• Getting started with vendor rebate in procurement module

• Getting into the prerequisite setup for rebate agreement

• Exploring the vendor rebate with a real time scenario

• Vendor returns and Invoice matching validation

• Invoice matching validation using a Purchase order

• Additional scenarios focusing on the purchase invoice match

• Proposed vendor changes workflow

• Vendor returns using return orders

• Additional scenarios by linking the return order with the original PO

• Vendor collaboration module deep dive

• Getting started with the vendor collaboration module

• Vendor collaboration module setup

• Exploring the vendor sign in process

• RFQ Process using vendor collaboration module

• Purchase process using vendor collaboration module

• Purchase invoice process using vendor collaboration module\

• Introduction to Site, Warehouses and Location

• Course Contents

• Getting started with the Site

• Introduction to Warehouse

• Inventory Location Overview

• Setting up inventory posting profiles

• Getting Started with posting profiles for PO process

• Posting profile setup for the sales process

• Posting profile setup inventory

• Deep Dive into Transfer order processes

• Introduction to Transfer orders

• Prerequisite setup required for Transfer Order

• Introduction to Costing within Transfer Order

• End to end transfer order process

• Reservations and Partial deliveries

• Transfer order Reservations

• Partial Delivery of TO

• Under delivery with transfer orders

• Inventory movement journals

• Getting started with movement journal setup

• Movement journal end to end process

• Movement journal costing discussion

• Bonus scenarios on movement journal

• Inventory adjustment journal

• When should we use the inventory adjustment journal?

• Inventory adjustment end to end scenario

• Additional scenarios on inventory adjustment

• Exploring the concept of “Marking “

• Transfer Journal 

• Getting on to transfer journal

• End to end scenarios using transfer Journal

• Next Steps

• All about BOM journals

• Course content

• Introduction to BOM journal

• Getting started with BOM journal Setup

• BOM Journal end to end process and posting profile setup

• BOM Journal advanced scenarios

• Item arrival journals and Arrival overview

• Item arrival journal and item registrations

• Item arrival journal setup and receiving

• Item journal with Transfer Order

• Arrival overview

• Counting Journals

• Getting started with counting journals setup

• Counting reason code policies in counting journal

• Using create lines function in the counting journal

• Counting group introduction

• Costing and excel import in counting journals

• Counting group codes using counting journals

• Quality Management and quality control

• Getting started with test groups and tests

• Quality association setup

• Quality management process end to end

• Scenario for failing the quality order

• Inventory Blocking

• Exploring Inventory blocking from quality order

• Manual inventory blocking

• Inventory Blocking using inventory status

• Inventory blocking with batch disposition code

• Additional Scenarios

• Quarantine Management

• Introduction to the quarantine management process

• Understanding the quarantine management

• Quarantine management in association with arrival journal

• Additional scenarios using Quarantine Orders