1. Introduction to Microsoft Dynamics 365 for Finance and Operations, Enterprise edition
Welcome to the Introduction to Microsoft Dynamics 365 for Finance and Operations Enterprise edition course.
Dynamics 365 for Finance and Operations is the Microsoft® enterprise resource planning (ERP) solution for businesses that empowers your people to anticipate and embrace change so that your business can thrive.
Dynamics 365 for Finance and Operations supports global organizations by managing multisite operations through shared master data and business processes in a single instance. The Rich ERP capabilities also support human resources, financials, project management, and sales and marketing.
Let’s get started by reviewing the objectives.
Nick Dietrich

2. Course Objectives Review the cloud based solution.
Discuss why workspaces are driving productivity.
Review workflow in your business processes.
Provide an overview on the reporting capabilities.
Explain the industry focus for Microsoft Dynamics 365 for Finance and Operations Enterprise edition.
Discuss the broad functionality that is provided in Microsoft Dynamics 365 for Finance and Operations Enterprise edition .
Walk through the Order-To-Cash functionality.
Walk through the Procure-To-Pay functionality.
Walk through the Plan-To-Produce functionality.
Walk through the Recruit-To-Hire functionality.
The objectives for this course include:
Review the Cloud Base Solution.
Discuss why workspaces are driving productivity.
Review workflow in your business processes.
Provide an overview on the reporting capabilities.
Explain the industry focus for Microsoft Dynamics 365 for Finance and Operations Enterprise edition.
Discuss the broad functionality that is provided in Microsoft Dynamics 365 for Finance and Operations Enterprise edition
Walk through the Order-To-Cash functionality.
Walk through the Procure-To-Pay functionality.
Walk through the Plan-To-Produce functionality.
Walk through the Recruit-To-Hire functionality.

3. Cloud Based Solution
Microsoft Dynamics 365 for Finance and Operations Enterprise edition utilizes a web-based client and client framework. This framework helps you provide next-generation solutions to your end users. With this system, you can manage the program by using cloud deployment services, as well as monitor the health of the system and diagnose errors and issues.

4. Benefits Reduced deployment efforts
Native deployment to the Microsoft Azure public cloud
Improved self-service capabilities
Some of the benefits provided by cloud deployment services are:
Significantly reduced deployment effort and complexity
Native deployment to the Microsoft Azure public cloud
And Self-service capabilities will help minimize requirements and make it easier for a user to perform an installation

5. What is Azure?
Microsoft Azure is an open and flexible cloud computing platform that enables you to quickly build, deploy and manage apps across a global network of Microsoft-managed datacenters.
The Azure platform includes a suite of business solutions through Dynamics 365 that deliver easy-to-use cloud computing and private cloud solutions for CRM and ERP to help organizations grow fast while managing costs.

6. What is LCS?
Lifecycle Services, or LCS, is a Microsoft Azure-based collaboration portal that provides a unifying, collaborative environment along with a set of regularly updated services that help you manage the application lifecycle of your Microsoft Dynamics 365 implementations.
The goal of LCS is to deliver the right information, at the right time, to the right people. In addition, LCS helps ensure repeatable, predictable success with each roll out of an implementation, update, or upgrade.
By providing a collaborative workspace that can be used by both customers and partners, separately and together, LCS enables closer collaboration, helps speed up implementations, and reduces the time to value.

7. Workspaces Driving Productivity
In this lesson we will discuss the value of having and using workspaces.

8. Value of Workspaces 360-degree view of the activity
Helps answer specific questions
Insight
Navigation by data
Direct access to task
A workspace is the one stop shop for a certain activity. Here are some of the ways a workspace can help drive productivity:
Workspaces provide a 360-degree view of an activity.
With this 360 degree view there is no need to navigate to multiple lists.
Workspaces can help answer specific questions, such as:
Are there urgent cases that I need to attend to now?
How difficult will my workload be? Are the cases easy to solve or are there trouble cases?
Another value workspaces can provide is Insight:
Using workspaces, you can compare multiple sources of data. This gives a big picture view that is hard to achieve with when only using lists in specific modules.
Workspaces allow you to Navigate by data and Select what you want to act on. This results in less time spent filtering to find records.
And finally workspaces give you Direct access to tasks. Direct access to tasks means you can perform those tasks directly in the workspace.

9. Example: Customer Invoicing Workspace
Here we have the Customer Invoicing workspace to use as an example. This workspace is for the employee in charge of invoicing sales orders or resolving any issues with invoices that maybe blocked and cant be processed.
In this red box over here we have some tiles in the Summary section that will tell you how many orders and invoices fit under each section. So for example, we have three orders that have been shipped but not invoice. And we have 0 sales orders on hold.
We can also the filter search box to easily find orders or invoices.
In the Orders and invoices section outlined in the green box, we can select any of the tabs to see the various sections of the workbench. In the featured screenshot, we have the shipped but not invoiced sales orders tab selected. This tab allows us to view a list of all of the relevant sales orders.
In addition, in the purple box on the right side of the workspace we have any relevant links and reports.
The last feature I want to point out is the ability to create a new free text invoice directly from the workspace. We can see that highlighted in teal on the Action bar.

10. Workflows in Your Business Processes
Workflows are available throughout many different areas of the system.  
For example, workflows help you manage your business process as a way to route documents for review and approval.

11. Workflow is a business process.
Workflow Definition
Workflow is a system.
Workflow is a business process.
In Microsoft Dynamics 365 for Finance and Operations Enterprise edition, the term workflow is defined in two ways:
The first definition is that a workflow is a System. This system is included in Microsoft Dynamics 365 for Finance and Operations Enterprise edition and provides functionality that can be used to create individual workflows, or to automate business processes.
The other definition defines a Workflow as a Business Process. This business process defines how a document "flows" through the system by displaying who must process and approve it.

12. Workflow is a Business Process
Start
Sam submits an expense report.
Manual Task
Ivan must review the receipts that were submitted.
Approval Process
Frank must always approve.
Sue must approve is greater than USD 5,000.
Ann must approve if greater than USD 10,000.
End
Workflow is complete.
First animation (business process): Like I just mentioned a workflow represents a business process. It defines how a document flows, or moves, through the system by showing who must complete a task, make a decision, or approve a document. You first must start the work flow by completing a task, then a manual task will be completed which will then be submitted for approval and finally the workflow is complete.
To better understand this workflow, I’ll give you a scenario. Suppose that Sam submits an expense report for USD 7,000. In this scenario, Ivan must review the receipts that Sam routes to him. After that, Frank and Sue must approve the expense report.

13. Workflow Canvas Action Pane Canvas Workflow Elements
The workflow editor is a graphical interface you can use to create Microsoft Dynamics 365 for Finance and Operations Enterprise edition workflows by arranging workflow elements on a design surface.
This is similar to how you would graphically model a business process using Microsoft Visio. You can add, delete, and reposition workflow elements so that they precisely model the business processes you want to automate.
We’ll go over some of the components of the work flow editor:
The first component to discuss is the Action Pane: The Action Pane that runs along the top of the workflow editor contains buttons you can use to navigate in the workflow, copy and paste workflow elements, and configure properties. To configure properties of the whole workflow, select the canvas. To configure properties of a specific workflow element, select that element.
The next components are Workflow elements: This area contains the workflow elements you can add to the workflow that you are creating. To add elements, drag them from the Workflow elements area onto the canvas.
Canvas: The canvas is the main area where you arrange the workflow elements. The flow of the business process you are modeling is indicated by connectors that join the elements. Some elements can contain other elements, that creates a parent-child relationship. For example, an approval element contains one or more approval steps, that are child elements of the parent approval element. If you double-click the approval element, you can add and configure the approval steps.

14. Reporting
Reports can be defined as any visualization of a structured data set. This definition can cover both transactional data that is presented in a tabular layout and advanced graphical views of aggregate information. To accommodate this broad definition, Dynamics 365 for Finance and Operations Enterprise edition offers several tools for producing reports that satisfy complex business requirements.

15. Financial Reports Designer
Reporting Tools
Excel Integration
Embedded Analytics
Reporting Services
Power BI Integration
Financial Reports Designer
Microsoft Dynamics 365 for Finance and Operations Enterprise edition offers tools that support the following basic reporting requirements:
Excel integration allows you to Manage and analyze data by using Excel.
Embedded analytics give you the ability to Add aggregate data to workspaces by using native controls such as charts and grids.
With Reporting Services  you can Create business documents that have the required precision by using SSRS-based solutions.
Power BI integration  allows you to Author and share reports that can be accessed anywhere.
And finally with Financial Reports Designer you can Create financial reports.

16. Industry Focus
In a single solution, Microsoft Dynamics 365 for Finance and Operations Enterprise edition helps enterprises meet their business requirements easily with deliberately built capabilities for the following five industries:(Manufacturing, ;Distribution, Retail, Public Sector, and Services industries).
In addition, the same single solution can support specific business requirements easily by extending the industry foundation with packaged vertical solutions from the Microsoft Partner Network, the largest partner ecosystem of global systems integrators (GSIs), independent software vendors (ISVs), and value-added resellers (VARs).

17. Industry Focus Manufacturing Process Discrete Lean Distribution
Warehouse management
Transportation management
Inventory management
Retail
Brick and Mortar
Call Center
eCommerce
Public Sector
Fund accounting
Grants
Projects
Services Industry
Dispatching
Subscriptions
Taking a closer look at the functionality that's available for the industry focus, let's start with manufacturing.  Dynamics 365 for Finance and Operations Enterprise edition provides rich functionality for production control and master planning in the process manufacturing, discrete manufacturing, and lean manufacturing environments.  To top it all off, you can use a blended approach and use all three technologies and methodologies in one implementation.
 Next is distribution, Dynamics 365 for Finance and Operations Enterprise edition offers rich warehouse and transportation management functionality to help you with trucking and with warehouse operations such as picking through wireless devices.  Inventory management offers rich functionality to help you configure your items and your warehouses to maximize productivity.  
For the retail industry, Dynamics 365 for Finance and Operations Enterprise edition supports brick and mortar by offering a rich point-of-sale application out of the box.  There is deep functionality for call centers, including customer service and payment functionality embedded right into the application.  Additionally, the e-commerce solution offers a Web site platform and out-of-the-box sites that you can use to kick start your e-commerce integrations.  
For the public sector, there are many features that have been designed specifically to help meet the demanding requirements for financials such as fund accounting, grants, and very advanced project accounting functionality.  
For the services industry, there's advanced dispatching, subscriptions, and project accounting to help you pull everything together into one place to make it easier to manage.

18. Overview
This lesson provides a high level overview of key functionality in Microsoft Dynamics 365 for Finance and Operations Enterprise edition.

19. Human Capital Management
Functionality
Financials
General Ledger
Tax
Accounts Receivable
Accounts Payable
Bank Management
Budgeting
Fixed Assets
Travel and Expense Management
Fund Accounting
Supply Chain
Inventory control
Sales order processing
Purchase order processing
Warehouse management
Production
Material Requirements Planning (MRP)
Lean Manufacturing
Product configurator
Quality control
Project and Service
Project accounting
Professional services automation
Service management
Service subscriptions
Human Capital Management
Organization and employee information
Recruitment
Employee development
Training course management
Absence management
Compensation modeling
Payroll
Benefits
Questionnaire
Animation 1 – Financials:
The Microsoft Dynamics 365 for Finance and Operations Enterprise edition’s Financial Management module provides fast, reliable, and comprehensive accounting, financial reporting, and analysis. It also provides all the functionality that you need to update accounts efficiently and comply with reporting requirements.
Basic capabilities of the Financial Management module include the list of capabilities in the Financials column.
Animation 2 – Supply Chain:
Supply Chain Management in Microsoft Dynamics 365 for Finance and Operations Enterprise edition helps businesses manage materials, information, and transactions as they move through the process from the vendor to the manufacturer, and then to the retailer and to the end customer. The three goals of supply chain management are as follows:
Reducing inventory
Lowering costs
Improving time-to-market
Basic capabilities of the Supply Chain functionality include the capabilities listed in the supply chain column.
Animation 3 – Project and Service
As the demand for faster and better service increases, so does the pressure to automate processes and balance costs associated with projects and service requests. For the growing number of companies that provide services to customers, either as their core business or in addition to their products, the challenge is to effectively manage knowledge, opportunities and resources.
Project Accounting provides a strong platform to help companies effectively administer projects and achieve the results that they want.
Basic capabilities of the project and service functionality include the capabilities listed in the project and service column.
Animation 5 – Human Capital Management:
An agile human resource management system can help companies quickly develop their organization to meet the challenges of a fluctuating business environment. Microsoft Dynamics 365 for Finance and Operations Enterprise edition Human Resource Management module helps companies:
Gather and structure employee information
Encourage employee development
Streamline employee performance
Offer competitive on-cycle and off-cycle compensation
Reward long-term and short-term employee performance
Promote talent retention and motivation
Maintain an overview of the organization
Create the appropriate internal environment to drive business forward
Basic capabilities of human capital management functionality include capabilities listed inthe human capital management column.

20. Order-to-Cash
In this lesson we will review the order to cash functionality.

21. Invoice the sales order
Create a customer
Create a sales order
Pick the sales order
Pack the sales order
Invoice the sales order
Process Flow
The process for the order to cash functionality starts with creating a customer. Next you will need to create a sales order. After the sales order is created, you will need to pick and then pack the sales order for delivery. The final step in the process is to invoice the sales order.
Let’s switch over to the system and Ill demonstrate how to complete this process.

22. Demonstration Create a customer.
Create a sales order for the customer.
Pick the sales order.
Pack the sales order.
Invoice the sales order.
In this demonstration, we’ll cover the order to cash process.
Create a customer:
Click Accounts receivable >  Customers > All customers. Click New.
Change the Record type to Person.
In the Customer Account field type “JS-004”
In the First name field type “Jake”.
In the Last name field type “Smith”.
In the Customer group field choose “80 Other Customer”.
In the Zip/postal code field type “80246”.
Notice that once you tab out of the Zip/postal code field the City, State and County fill in.
In the Street name 1 field type “123 South Broadway”.
Click Save and open sales order.
Create a sales order:
Select item T0020 and enter 1 quantity. (warehouse 21)
3. Save sales order
4. Click Sell>generate>confirm sales order. Select ok and ok again.
5. Pick and pack>generate picking list. Click ok
6. Click Pick and pack > Picking list registration > click updates> update all. (note the handling status changes to completed)
7. Click the x in the upper right corner to close the Picking list registration screen.
7. Pick and Pack > Post Packing slip. Click ok and click ok again. Notice the status changes to delivered.
8. Click Invoice. Click Ok
9. Notice the status changes to invoiced.

23. Procure-to-Pay
In this lesson we will review the procure to pay functionality.

24. Process Flow Create a vendor Create a purchase order
Receive the purchase order
Invoice the purchase order
Generate payment to the vendor
The process for the procure to pay functionality starts with creating a vendor. Next you will need to create a purchase order. After the purchase order is created for our newly-created vendor, you will need to receive the purchase order. The final steps are to invoice the purchase order and then generate the payment to the vendor.
Let’s switch over to the system and I’ll demonstrate how to complete this process.

25. Demonstration Create a vendor. Create a purchase order for the vendor.
Receive the purchase order.
Invoice the purchase order.
Generate a payment to the vendor.
Create a vendor:
Open Procurement and sourcing > > Vendors > All vendors.
Click New in the action Pane to create a new vendor.
Enters US-256 in the Vendor account filed
In the Name field, type Denver Office Supplies
Tab to the Group field use 10.
Click Add under the Address section.
Enter Downtown Denver Supplies in the Name field
Enter 1234 Red St, Denver, CO in the address fields.
Click Ok.
Click the Payment FastTab.
Confirm Terms of payment is Net1
Click the Method of Payment arrow, and then click CHECK.
Click Save
Create a purchase order for the vendor:
From the Vendor account form click Procurement and select new purchase order.
Select Item number M0002 from the Item number dropdown.
The site/warehouse fields will automatically populate.
Set the Quantity to 5.
Click save
Click Purchase and then under generate click confirmation
Receive the purchase order and invoice the purchase order
Click Receive and select product receipt
Enter 1234 in the product receipt field and select ok
Click Invoice>generate invoice
Enter 5678 in the number field.
Before we can post our purchase order we will need to Update the match status. Once that has been completed, we can see the match status change to say Passed.
Select post and post again.
Take note of the invoice number.
Now that we have invoiced the purchase order we will generate the payment to the vendor.
Go to Accounts Payable>Payments>Payment journal
Create new journal and select the default Vendpay in the name field.
Select the Journal batch link and enter US-256 in the account field
Select settlement and check the lines you want to settle. Click Ok
Select invoice and select ok,
Generate payments> and select ok and then ok again.
Click Post

26. Plan-to-Produce
In this lesson we will review the plan to produce functionality.

27. Process Flow Review the BOM Run Master Planning Review Planned Orders
Firm a Planned Order
Start the Production Order
Report as Finished
End the Production Order
The process for the plan to produce functionality starts with reviewing a BOM for a product. Next you will need to run master planning and review the planned orders. After you review the planned orders, you will need to firm the planned orders. . Then you will need to start the production order, and report the order as finished. Finally you will need to End the production order.
Let’s switch over to the system and I’ll demonstrate how to complete this process.

28. Demonstration Review a BOM for a product. Run master planning.
Review planned orders.
Firm a planned production order.
Estimate the production order.
Start the production order.
Report as finished a production order.
End the production order.
In this demonstration we will walk through the Plan to Produce process. The first step we are going to take is to review a BOM(or Bill of Material) for a product.
Navigate to Product Information Management> Products > Released Products
Select D0005
Select the Engineer and select BOM Versions
This opens up the BOM details for this product (BOM Version, BOM Lines etc)
Run master Planning:
Navigate to Master Planning > Run > Master Planning
Select StaticPlan and select oK.
Review Planned Orders: Open Product information management > Products > Released products.
Select the product item “D0005".
On the Plan tab, click Net requirements to view the results of the master scheduling for a specific product.
In the Plan dropdown select “DynPlan".
Click Update > Master planning.
Click Ok.
Firm a planned production order.
1. Production Control > Production orders > Planned production orders.
2. Select number
3. Click the Firm button. This will change the production order status to scheduled.
4. Click OK.
5. Click the approve button and click ok.
Estimate
Production Control > Production Orders > All Production Orders
Select
Select the Production Order tab and select Estimate
Select Ok.
Start the production order.
Click Start.
Report has finished
Select Report as finished
End the production order
Select End

29. Recruit-to-Hire
In this lesson we will review the recruit to hire functionality.

30. Process Flow Maintain a Worker Hire a Worker Complete an application
Create jobs and positions
Create recruitment project
Complete an application
Hire a Worker
Maintain a Worker
Now lets take a look at some of the features you can use in the Human Resource module. Typically once a company sets a budget for new positions they will create Jobs and positions within Dynamics 365 for Finance and Operations Enterprise edition. Depending on your system setup this process may already been done. Next you will want create a recruitment project and complete an application. Once you do these tasks then you can hire a worker. After you hire a worker there are a few tasks you will want to complete to maintain the worker. Some examples include: entering benefits and compensation, creating goals for a worker, entering competencies for a worker or creating a injury or illness case if an incident occurs.
Let’s switch over to Dynamics 365 for Finance and Operations Enterprise edition and Ill demonstrate how to complete this process.

31. Demonstration Create jobs and positions Create a recruitment project.
1. Human Resources > Jobs > Jobs
2. Select Copy from an existing job
3. Enter HR Generalist in the Job field
4. Note all the fields you want to copy and select Ok.
5. Click save.
6. Click on the HR Generalist link and explain some of the fields on the form. (make sure the job positions are set to unlimited.
Create a Position:
Now that we have all the information created for the HR Generalist we now we need to create a positions.
Navigate to Human Resources > Positions > Positions
Click New and enter the job title HR Generalist and click Create Position
Enter the Description has Human Resources Generalist
Enter Department and Position Type
Enter the Reports to position
You can enter the worker assignment once you hire someone or if you know of an internal employee who will be taking the position.
You can show the view in hierarchy button
Click Save.
Create a recruitment project:
Human resources > recruitment > recruitment project recruitment project. Click New
Enter HR Generalist in the Recruitment project field
Description: Human Resource Generalist
Recruiter: Luke Lenhart
Department; Human Resources
Job: HR Generalist
Number of openings: 1
Hiring Manger: Jodi Christiansen
Set open date to yesterday data so the status of the project is set to started.
Enter Application deadline: 3/4/2016
Close date: 3/10/216
Estimated start date: 5/6/2016
Explain how you can change the status of the project or add media or job ads to the project.
Click Save

32. Complete an Application and Hire a Worker
In this lesson we will continue where we left off with the recruit-to-hire demonstration. Now that we have a recruitment project we can complete an application and hire a worker.

33. Demonstration Complete an application.
Hire a worker and enter benefits and compensation information.
Enter competencies for a worker.
Create an application:
From the recruitment project screen you can create an application. You can also access the application form via the Human Resources module.
Select David Strome and then click Application details.
3. Show where you can enter additional information about this candidate.
4. Click Save,
Hire a Worker:
On the application screen select application status dropdown and select hire new worker.
A form will display where you can enter SSN and assign a position.
Click Hire a new Worker.
This opens up the worker screen. If you are using the Payroll functionality you can enter the required info in the Payroll earning codes section.
2. Click the Employment tab and show how you can attach 1-9 or Terms of employment for example.
3. Click the Compensation tab and explain how you can pick a plan for that worker or add commissions for sales.
4. Click the competencies and development tab and show how you can add skills or education for example. This is useful for matching up worker skills to the skills required for a position.