Курс "81207 Управление процессом продажи в Microsoft Dynamics 365 для финансов и операций"
Код: 81207 Специализация: Microsoft Dynamics 365
Продолжительность - 1 день
Производится набор группы
Стоимость:
20 000 руб.
Description
This course reviews the concepts related to managing sales charges, sales orders, configuring and managing reservations, creating sales quotations, handling customer returns, and managing sales commissions in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition.
This course helps prepare you for exam MB6-896.
This course helps prepare you for assessment Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations.
What are the goals for this course?
Create Charges Codes
Create Customer Charges Groups
Create Item Charges Groups
Create Delivery Charge Groups
Create Auto Charges
Create customer sales agreements
Set up and use full text search
Update sales order delivery settings
Update charges and view sales order totals
Copy sales orders
Create sales order using item lists
Configure order holds
Add order notes
Set up enhanced delivery date control
Configure delivery date control types
Configure coverage calendars and transport times
Work with supply overview form
Configure available ship and receipt dates
Add order entry deadlines
Establish margins and pricing on a sales order
Create and update direct delivery order
Picking list workbench
Pick sales order
Post packing slip
Customer invoicing
Item reservations
Applying Manual and Automatic Reservations
Work with Automatic Reservations and Selection of Batches
Apply Explosion reservations
View, Lock and Cancel Reservations
Configure Batch reservations
Pick Reserved Items
Create sales quotations
Update sales quotations
Manage trade agreements with supplementary stems
Manage BOMs on sales quotations
Process product returns from customers
Create replacement orders from the return order
Create Commission Groups
Create Commission Item Groups
Create Commission Sales Groups
Set up Commission Calculations
Commission Transactions for Returned Items
Completed the Introduction to Microsoft Dynamics 365 for Finance and Operations courses
The ability to use Microsoft Dynamics 365 for Finance and Operations for basic processing
General knowledge of basic navigation within Dynamics 365 for Finance and Operations
Basic knowledge of distribution and trade concepts
Программа курса
Module 01: Manage Sales Charges
Charge Codes
Customer Charge Groups
Item Charge Groups
Delivery Charge Groups
Auto Charges
Module 02: Manage Sales Orders
Create Customer Sales Agreements
Set Up and Use Full Text Search
Update Sales Order Delivery Settings
Update Charges and View Sales Order Totals
Copy Sales Orders
Create Sales Orders Using Item Lists
Configure Order Holds
Create Order Events
Add Order Notes
Enhanced Delivery Date Control
Delivery Date Control
Calendars and Transport Times
Supply Overview
Configure Available Ship and Receipt Dates
Add Order Entry Deadlines
Establish Margins and Pricing on a Sales Order
Create a Direct Delivery Order
Update a Direct Delivery Order
Picking List Workbench
Pick a Sales Order
Create and Post Packing Slips
Customer Invoicing
Module 03: Configure and Manage Item Reservations
Item reservations
Manual Reservations
Automatic Reservations
Automatic Reservations and Selection of Batches
Explosion Reservations
View, Lock and Cancel Reservations
Configure Batch Reservations
Pick Reserved Items
Module 04: Managing Sales Quotations
Create Sales Quotations
Updating Sales Quotations
Managing Trade Agreements with Supplementary Items
Managing BOMs on Sales Quotations
Sale Quotations in MRP
Module 05: Processing Customer Returns
Process Product Returns from Customers
Create Replacement Orders
Module 06: Managing Sales Commissions
Create Commissions Groups
Create Commission Item Groups
Create Commission Sales Groups
Set up Commissions Calculations
Commission Transactions for Returned Items
Облачный сервис Microsoft Dynamics 365 объединил в себе самые последние CRM- и ERP-решения компании для комплексного и более продуктивного управления бизнесом, включая контроль рабочего процесса, распределение ресурсов, формирование различных видов финансовой отчетности, а также повышение качества предоставляемых организацией услуг, анализ клиентской активности или планирование продаж.
Пользователи сервиса Microsoft Dynamics 365 могут использовать широкие возможности интегрированных аналитических инструментов Power BI и сервисов продвинутой аналитики из «облака» Microsoft Azure Cortana Intelligence Suite для оптимизации производства, получения детализированных рыночных прогнозов и создания актуальных, учитывающих множество экономических факторов, маркетинговых планов.
По окончании авторизованного курса Microsoft выдаётся международный сертификат Microsoft
