English → Finance and Operations

Introduction to Finance and Supply Chain Management (EBC50000)

37 videos | 4h 32 min| Finance and Supply Chain Management | English

In this video training, you will learn the basic steps for using Dynamics 365 Finance and Supply Chain Management. After an initial overview, we cover everything from daily work to tips and tricks to administrative tasks.

Ihr Trainer

search, filter, create, customer, invoice, vendor, inventory, purchase, sale

Dauer: 4 h 32 min. Version: Dynamics 365 for Finance and Operations Language: English

  • First Steps
  • Get started - The client
  • Create a new customer
  • Work with vendors
  • The global address book
  • Manage products and items
  • Filter basics
  • Advanced filter
  • Work with templates
  • Print reports and documents
  • Edit data in excel
  • User Interface
  • Dashboard and workspaces sample
  • Options for navigation
  • Favorites and shared links
  • List pages
  • Detail forms
  • User options
  • Personalization
  • Purchase and Processing
  • Create a purchase order
  • Purchase order approval
  • Process and print the purchase order
  • Item arrival and product receipt
  • Post the invoice sample
  • Partial receipt
  • Cancel, correct and credit transactions
  • Payments
  • Sales and Processing
  • Work with sales orders
  • Manage postings
  • Picking options
  • Credit notes and returns
  • Manage customer payments
  • Trade agreements prices
  • Trade agreements discounts sample
  • Inventory Management
  • Inventory transactions
  • Adjust manually quantity
  • Register item transfer
  • Transfer orders
  • Block items
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