Start your Learning Path with Skillability

Core Financial Setup:

• Learn how to configure the general ledger, accounts payable, accounts receivable, and other financial elements in Dynamics 365.
• Set up currency exchange rates, fiscal calendars, and chart of accounts for your business.

Cash and Bank Management:

• Understand how to manage cash flow, reconcile bank accounts, and automate payment processes.
• Set up credit and collections management for effective handling of overdue balances.

Budgeting and Forecasting:

• Learn how to configure and manage budgets and forecasting tools within Dynamics 365.
• Set up budget controls, track spending, and generate reports for stakeholders.

Fixed Asset Management:

• Gain proficiency in managing the lifecycle of fixed assets, from acquisition to retirement.
• Automate depreciation calculations and tax reporting for fixed assets.

Financial Reporting and Analysis:

• Leverage Dynamics 365 reporting tools to create financial statements, balance sheets, and income statements.
• Use financial dimensions and advanced reporting tools like Power BI to analyze and present financial data.

Supply Chain Setup:

• Learn how to configure products, bills of materials (BOM), and routes for production.
• Set up and manage inventory parameters, such as stock levels, warehouse locations, and replenishment strategies.

Procurement and Sourcing:

• Understand how to create and manage purchase orders, vendor catalogs, and procurement policies.
• Automate sourcing processes to optimize supplier relationships and procurement efficiency.

Inventory and Warehouse Management:

• Learn how to manage inbound and outbound logistics, inventory controls, and warehousing operations.
• Set up warehouse management modules to track inventory in real-time and optimize space utilization.

Production Control:

• Get familiar with production planning, scheduling, and control within Dynamics 365.
• Learn how to manage the manufacturing process, including capacity planning, order management, and production tracking.

Demand Forecasting and Supply Chain Insights:

• Use the built-in demand forecasting tools to predict product demand and manage inventory levels.
• Analyze key supply chain metrics using Power BI dashboards and reports.

Development Environment Setup:

• Learn to install and configure the development environment in Dynamics 365 F&O.
• Gain proficiency in using Visual Studio and related tools like the Application Explorer.

Programming in X++:

• Dive into X++, the primary programming language for Dynamics 365 F&O, to create customizations, workflows, and integrations.
• Learn about data types, control statements, and exception handling.

Data Management:

• Understand how to work with data entities to enable seamless data import/export.
• Learn about creating and managing data entities, tables, and forms.

Extending F&O Functionality:

• Customize forms, reports, and other user interfaces using development best practices.
• Explore how to extend out-of-the-box processes to meet specific business needs.

Integration Techniques:

• Learn how to integrate Dynamics 365 F&O with external systems using services and APIs.
• Understand how to work with OData and the REST APIs for seamless third-party integrations.