Trade and Logistics course

The Trade and Logistics course for Dynamics AX 2009 covers the following topics:

1. Basic concepts
2. Item setup:
   • Item group
   • Inventory model group
   • Inventory dimension group
3. Warehouse, Equipment
4. Purchase:
   • Create purchase order
   • Item arrival and registration
   • Packing slip
   • Invoice
5. Sales:
   • Create sales order
   • Shipment
   • Packing slip
   • Invoice
6. Quarantine management
7. Quality management
8. Transfer orders

The Financials course for Dynamics AX 2009 covers the following topics:

1. Basic concepts:
   • Assets, Liabilities, Owner’s Equity
   • Chart of accounts
   • Profit & Loss accounts
   • Debit, Credit
   • Sales, Purchase
2. Purchase:
   • Creating a Purchase Order
   • Confirmation
   • Arrival and Registration
   • Packing Slip
   • Invoice
   • Posting Profiles
   • General Journal
   • General Ledger
   • Sub Ledgers
   • Invoice Journal
3. Paying a Vendor:
   • Payment Steps
   • Posting Results
   • Settlement
4. Sales:
   • Quotation
   • Confirmation
   • Picking and Shipment
   • Packing Slip
   • Invoice
   • Sales Taxes
   • Free Text Invoice
   • Payments
   • Payment to Authorities
   • Bank Reconciliation
   • Customer Account Statement and Collection Letter
   • Interest Notes

Please be noted that MB-300 is a prerequisite for all other Dynamics 365 certifications such as  MB-310, MB-320, MB-330 (Microsoft Dynamics Finance, Supply chain and Manufacturing) and includes an overview of whole system and its different functional areas.

The way this course is designed is that, not only each topic is explained in theory but it also demonstrates how to find and apply them in the system.

Topics covered in this course.

• Overview of Dynamics 365 application suite

• Overview of Dynamics 365 Finance and Operations

  • Learn about job and roles demand in the market for D365 F&O specialists

  • Get access to D365 F&O and Contoso demo data

  • Navigation in D365 F&O application

  • Module patterns, Navigation elements and Filter and Sorting

  • Workspaces

  • Advanced filter and sort

• Organization setup

  • Create a new legal entity

  • Generate sequence number

  • Create Global Address book

• Security management

  • Security architecture

  • Configure security

  • Segregation of duties

  • Security reports

• Work with workflows

  • Create and setup a workflow

  • Workflow editor sections and elements

• Overview of Finance functional areas such as

  • General ledger setup

    • Create fiscal calendar

    • Chart of accounts and main accounts

    • Financial dimensions setup

    • Currency setup

  • Account payable

    • Vendor Account

    • Create Purchase order

    • Create Purchase invoice

  • Account receivable

    • Customer Account

    • Create Sales order

    • Create Sales invoice

  • Cash and back management overview

    • Bank Account

    • Bank Reconciliation

    • Letters of Credit

    • Letters of Guarantee

• Supply chain management

  • Create a product and release it

  • Overview of Product information management, Procurement and sourcing, Inventory and warehouse management,

  • Overview of manufacturing functional areas such

    • Product Control core concepts such as

      • BOM, Resources, Routes and Operations

    • Unified manufacturing

    • Production life cycle

   

Learning Strategy in this course

Please give yourself at least 2 months to complete the course and practice what you've learned in this course.

Watch the whole videos. In each video I will highlight the points that are usually questioned in the exam.

Read all resources that I suggest to you at the end of some lectures.

Please practice all the Labs that are provided in some lectures on your own.

Please do the assignments and quizzes at the end of each module.

These are the steps that I took and passed my exam in one shot in less than 2 months.