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Bodhi IT

 4.5 (5 Reviews)

Course Duration

40 hour

MICROSOFT DYNAMIC FUNCTIONAL CRM COURSE CONTENT

Introduction
  • Introduction to ERP and its features
  • Administration Module setups >> Users
  • Understanding the information Flow in Microsoft Dynamics 365

Basic
  • Legal entities
  • Operating units
  • Number sequences
  • Currencies
  • Calendar
  • Chart of accounts
  • Account structure
  • Ledger

Journals
  • Creating journal names with various journal types
  • Create and post General journal

Inventory
  • Item Group
  • Item Model Group
  • Dimension Groups
  • Inventory Parameters
  • Creating Items
  • Units of measure and setting up unit conversion
  • Inventory Management
  • Setting Purchase, Cost and Sales Pricing of Items

Procurement basic setups
  • Terms of payment
  • Method of payment
  • Vendor group
  • Vendor
  • Vendor posting profile

Sales basic setups
  • Customer group
  • Customer
  • Customer posting profile

Working with Purchase and Sales Orders
  • Purchase order – Simple view
  • Create Purchase Order lines
  • Post Purchase orders
  • Purchase Orders – Advanced view
  • Purchase Order Types
  • Sale Order Simple and Advanced view
  • Sales Order types
  • Purchase and Sales Parameters
  • Multiple ship to functionality
  • Enhanced delivery date control
  • Direct delivery
  • Create and post Invoice Journals
  • Create Free text invoice

Payment Process
  • Vendor payments and its setup
  • Customer payments and its setup

Quotations
  • Setup a Sales Quotation
  • Work with Quotations
  • Various Quotation functions
  • Request for quotation

Procurement category
  • Category and its significance
  • Purchasing Policies
  • Purchase requisition process

Serial and Batch Numbers
  • Setting up Serial and Batch Numbers as Inventory Dimensions
  • Manually allocating Serial and / or Batch Numbers
  • Automatically allocating Serial and / or Batch Numbers
  • Creating Number groups Automatic allocation
  • Understanding Tracing
  • Tracing the Receipts and Issue Serialized Items
  • Trace inventory dimensions
  • Transfer Journal

Over/ Under Delivery and Miscellaneous Charges
  • Over/Under delivery Setup
  • Parameter Setup
  • Item Setup
  • Over/Under delivery Transactions
  • Miscellaneous Charges
  • Fixed Charges
  • Miscellaneous Charges Codes
  • Setting Up Manual Miscellaneous Charges
  • Setting Up Automatically Miscellaneous Charges
  • Editing Automatic Miscellaneous Charges
  • Miscellaneous charges Transactions
  • Landed Cost Miscellaneous Charges

Quarantine Management
  • Quarantine Management Setup
  • Quarantine Warehouse Setup
  • Quarantine Parameters
  • Quarantine Item Management
  • Quarantine Processing
  • Manual Quarantine Orders
  • Automatic Quarantine Management
  • Quarantine Order Processing Options
  • Inventory Transactions on Quarantine Items

Trade & Logistic Item Registration
  • Item Registration Setup
  • Automatic and Manual Registration of a Pick
  • Item registration of serialized and batch inventory

Reservations
  • Reservation, Dimensions and Transactions
  • Reservation parameters
  • Manual Reservations
  • Automatic Reservations
  • View Reservations
  • Lock Reservations
  • Cancel Reservations
  • Batch Reservations
  • Picking Reserved Items

Item Returns
  • Vendor Returns
  • Vendor Returns with serialized Items
  • Customer Returns
  • Customer serialized Returns
  • Disposition codes

Customer and Vendor Trade Agreements
  • Setup Trade Agreements
  • Activate Trade Agreements
  • Trade Agreement Parameters
  • Make adjustments to Agreements
  • Supplementary Items

Inventory Journal
  • Inventory Journal general setup
  • Journal Names
  • Dimensions and more
  • Posting
  • Profit/Loss(Adjustment) and movement Journal
  • Transfer Journal
  • Bills of Material Journal
  • Counting Journals Setup
  • Warehouse Items
  • Counting groups
  • Creating and processing a counting journal
  • Tag counting Journal

Transfer Orders
  • Setup for transfer orders
  • Using the Transfer orders form
  • Picking items for a transfer order
  • Shipping and receiving a transfer order

Commission
  • Commission setup
  • Commission posting
  • Commission customer group and commission
  • Item Group
  • Commission sales group
  • Commission calculation
  • Viewing commission transactions

Inventory Closing
  • The fundamental Costing issue
  • Standard Cost Price
  • Estimated Inventory values before closing
  • Packing slip updates and inventory value
  • Inventory models used for closing
  • Inventory and inventory closing
  • Pre- closing actions
  • Closing Inventory
  • Inventory recalculation
  • Manual inventory adjustments
  • Inventory costing and adjusting reports

Other Important Functional Process / Features.
  • Workflow creation
  • Purchase requisition
  • Functional requirement Document samples
  • Identifying the GAPS >> GAPS Document
  • Creation of Sample Functional Design specs
  • Implementation Process
  • Test Case Document/Sample and example

    MICROSOFT DYNAMIC FUNCTIONAL CRM COURSE CONTENT

    • Introduction to ERP and its features
    • Administration Module setups >> Users
    • Understanding the information Flow in Microsoft Dynamics 365

    • Legal entities
    • Operating units
    • Number sequences
    • Currencies
    • Calendar
    • Chart of accounts
    • Account structure
    • Ledger

    • Creating journal names with various journal types
    • Create and post General journal

    • Item Group
    • Item Model Group
    • Dimension Groups
    • Inventory Parameters
    • Creating Items
    • Units of measure and setting up unit conversion
    • Inventory Management
    • Setting Purchase, Cost and Sales Pricing of Items

    • Terms of payment
    • Method of payment
    • Vendor group
    • Vendor
    • Vendor posting profile

    • Customer group
    • Customer
    • Customer posting profile

    • Purchase order – Simple view
    • Create Purchase Order lines
    • Post Purchase orders
    • Purchase Orders – Advanced view
    • Purchase Order Types
    • Sale Order Simple and Advanced view
    • Sales Order types
    • Purchase and Sales Parameters
    • Multiple ship to functionality
    • Enhanced delivery date control
    • Direct delivery
    • Create and post Invoice Journals
    • Create Free text invoice

    • Vendor payments and its setup
    • Customer payments and its setup

    • Setup a Sales Quotation
    • Work with Quotations
    • Various Quotation functions
    • Request for quotation

    • Category and its significance
    • Purchasing Policies
    • Purchase requisition process

    • Setting up Serial and Batch Numbers as Inventory Dimensions
    • Manually allocating Serial and / or Batch Numbers
    • Automatically allocating Serial and / or Batch Numbers
    • Creating Number groups Automatic allocation
    • Understanding Tracing
    • Tracing the Receipts and Issue Serialized Items
    • Trace inventory dimensions
    • Transfer Journal

    • Over/Under delivery Setup
    • Parameter Setup
    • Item Setup
    • Over/Under delivery Transactions
    • Miscellaneous Charges
    • Fixed Charges
    • Miscellaneous Charges Codes
    • Setting Up Manual Miscellaneous Charges
    • Setting Up Automatically Miscellaneous Charges
    • Editing Automatic Miscellaneous Charges
    • Miscellaneous charges Transactions
    • Landed Cost Miscellaneous Charges

    • Quarantine Management Setup
    • Quarantine Warehouse Setup
    • Quarantine Parameters
    • Quarantine Item Management
    • Quarantine Processing
    • Manual Quarantine Orders
    • Automatic Quarantine Management
    • Quarantine Order Processing Options
    • Inventory Transactions on Quarantine Items

    • Item Registration Setup
    • Automatic and Manual Registration of a Pick
    • Item registration of serialized and batch inventory

    • Reservation, Dimensions and Transactions
    • Reservation parameters
    • Manual Reservations
    • Automatic Reservations
    • View Reservations
    • Lock Reservations
    • Cancel Reservations
    • Batch Reservations
    • Picking Reserved Items

    • Vendor Returns
    • Vendor Returns with serialized Items
    • Customer Returns
    • Customer serialized Returns
    • Disposition codes

    • Setup Trade Agreements
    • Activate Trade Agreements
    • Trade Agreement Parameters
    • Make adjustments to Agreements
    • Supplementary Items

    • Inventory Journal general setup
    • Journal Names
    • Dimensions and more
    • Posting
    • Profit/Loss(Adjustment) and movement Journal
    • Transfer Journal
    • Bills of Material Journal
    • Counting Journals Setup
    • Warehouse Items
    • Counting groups
    • Creating and processing a counting journal
    • Tag counting Journal

    • Setup for transfer orders
    • Using the Transfer orders form
    • Picking items for a transfer order
    • Shipping and receiving a transfer order

    • Commission setup
    • Commission posting
    • Commission customer group and commission
    • Item Group
    • Commission sales group
    • Commission calculation
    • Viewing commission transactions

    • The fundamental Costing issue
    • Standard Cost Price
    • Estimated Inventory values before closing
    • Packing slip updates and inventory value
    • Inventory models used for closing
    • Inventory and inventory closing
    • Pre- closing actions
    • Closing Inventory
    • Inventory recalculation
    • Manual inventory adjustments
    • Inventory costing and adjusting reports

    • Workflow creation
    • Purchase requisition
    • Functional requirement Document samples
    • Identifying the GAPS >> GAPS Document
    • Creation of Sample Functional Design specs
    • Implementation Process
    • Test Case Document/Sample and example

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Course Features

  • Students Limited
  • Certificate Yes
  • Skill Advance
  • Category Instrumentation

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    Training Features

    Live Online Training

    Live online training session will be given by our trainers and are available to answer your queries.

    Time flexibility

    We conduct classes in most of the day. We are flexible to train you according to your schedule.

    Real time scenario

    All of our trainers are come from different industry they are experts in explaining scenarios that are happening in real time.

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