MB-920: Microsoft Dynamics 365 Fundamentals (ERP)

Skills at a glance

• Describe Dynamics 365 Supply Chain Management (35–40%)
• Describe Dynamics 365 Finance (30–35%)
• Describe the core capabilities of the finance and operations apps (25–30%)

Describe Dynamics 365 Supply Chain Management (35–40%)

Describe Supply Chain Management core capabilities

• Describe use cases of Supply Chain Management
• Describe products and released products
• Describe product master records, product variants, and product dimensions
• Describe pricing and discounts in relation to trade agreements
• Describe intercompany capabilities

Describe the manufacturing process

• Describe lean, discrete, and process manufacturing
• Describe manufacturing strategies
• Describe bills of materials (BOMs), formulas, routes, and operations as they relate to production orders
• Identify the production lifecycle stages
• Describe shop floor management
• Describe master planning and planning optimization

Describe inventory and warehousing capabilities

• Describe costing methods
• Describe on-hand inventory capabilities
• Identify types of inventory journals
• Describe quality management capabilities
• Describe use cases for Warehouse Management Systems (WMS)
• Describe use cases for Transportation Management Systems (TMS)
• Describe use cases for landed cost

Describe the sales and procurement processes

• Describe the order-to-cash process
• Describe the sales order creation process
• Describe the fulfillment process, including inventory reservations and picking and packing
• Describe the procure-to-pay process
• Describe purchase requisitions
• Describe the purchase order creation process
• Describe purchase order receipts

Describe Dynamics 365 Finance (30–35%)

Describe Finance core capabilities

• Describe use cases of Finance
• Describe organization and legal entities
• Describe reporting currency and accounting currency
• Describe tax capabilities
• Describe cost accounting concepts

Describe general ledgers

• Describe charts of accounts, including main accounts
• Describe the concept of a fiscal calendar
• Describe financial dimensions and dimension sets concepts
• Describe the accounting structure
• Describe financial journal concepts
• Describe periodic financial processes

Describe accounts payables and accounts receivables

• Describe core accounts payable components, including vendors, purchase orders, and vendor invoices
• Describe vendor payments and settlements, including three-way matching concepts
• Describe core accounts receivable components, including customers, customer invoices, and free text invoices
• Describe credit management processes
• Describe the collection process
• Describe the concept of subscription billing

Describe expense management, fixed asset management, and budgeting

• Describe cash and bank management concepts
• Describe expense management capabilities
• Describe fixed asset management capabilities
• Describe budgeting capabilities

Describe the core capabilities of the finance and operations apps (25–30%)

Describe the finance and operations apps

• Describe enterprise resource planning (ERP)
• Describe the business value of Commerce
• Describe the business value of Human Resources
• Describe the business value of Project Operations
• Describe finance and operations apps use cases
• Explore the finance and operations user interface

Describe reporting and integration capabilities

• Describe built-in reporting capabilities, including workspaces
• Describe options for analyzing data by using Power BI
• Describe Microsoft Office 365 integration capabilities, including Microsoft Excel, SharePoint, and Teams
• Describe Microsoft Power Platform integration options

Describe common features

• Describe security capabilities
• Describe workflow capabilities
• Describe the concept of batch jobs