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2019 | Buch

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Using Microsoft Dynamics 365 for Finance and Operations

Learn and understand the functionality of Microsoft's enterprise solution

verfasst von: Dr. Andreas Luszczak

Verlag: Springer Fachmedien Wiesbaden

Enthalten in: Springer Professional "Wirtschaft+Technik" , Springer Professional "Technik" , Springer Professional "Wirtschaft"

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Über dieses Buch

This book provides precise descriptions and instructions which enable users, students and consultants to understand Microsoft Dynamics 365 for Finance and Operations rapidly. Microsoft offers Dynamics 365 as its premium ERP solution, supporting large and mid-sized organizations with a complete business management solution which is easy to use. Going through a simple but comprehensive case study, this book provides the required knowledge to handle all basic business processes in Microsoft Dynamics 365 for Finance and Operations. Exercises are there to train the processes and functionality, also making this book a good choice for self-study.

Inhaltsverzeichnis

Frontmatter

Chapter 1. What is Microsoft Dynamics 365/AX?

Abstract

Microsoft Dynamics 365 is a cloud-based business platform for enterprises that comprises the functionality of ERP and CRM solutions. Within Dynamics 365, there are several applications (apps) for the different areas of business. In that regard, Dynamics 365 for Finance and Operation, the solution which is covered by this book, is the application that includes the ERP functionality for mid-sized companies and multinational organizations. Based on state-of-the-art architecture, it offers high usability and comprehensive functionality.

Andreas Luszczak

Chapter 2. Getting Started: Navigation and General Options

Abstract

One of the core principles of Microsoft Dynamics 365 is to grant an intuitive and smooth user experience. But business software supports business processes that may be quite complex. For this reason, it is important to know the basics.

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Chapter 3. Purchase Management

Abstract

The primary responsibility of purchasing is to manage the supply of goods and services from vendors. The related process includes the following activities

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Chapter 4. Sales and Distribution

Abstract

The primary responsibility in sales and distribution is to provide customers with goods and services. In order to perform this task, the sales order process includes the order entry, picking, shipping, and invoicing.

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Chapter 5. Production Control

Abstract

The primary responsibility of production control is to manufacture finished products. In manufacturing, materials and resource capacity (men and machinery) are consumed.

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Chapter 6. Operations Planning

Abstract

The primary responsibility of operations planning is to ensure the required item availability and to accomplish a high economic efficiency. For this reason, operations planning has to deal with the conflicting priorities of high supply readiness and low inventory quantity and value.

Andreas Luszczak

Chapter 7. Inventory and Product Management

Abstract

The primary responsibility of inventory management is to run the warehouse in terms of quantity and value. In order to meet this task, any update of the inventory quantity has to be registered and posted in a transaction. Most of the transactions are not a result of business processes within inventory but derive from other areas. For example, posting a product receipt in purchasing generates an inventory transaction for the receipt.

Andreas Luszczak

Chapter 8. Warehouse and Transportation Management

Abstract

Depending on the requirements, it may be necessary to manage pallets and to track the detailed transactions within the warehouse. In Dynamics 365, the advanced warehouse management provides the necessary functionality for this purpose.

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Chapter 9. Financial Management

Abstract

The primary responsibility of finance and accounting is to control and to analyze all transactions that change the financial value in any area of the enterprise. These transactions are generated in business processes all over the organization.

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Chapter 10. Core Setup and Essential Features

Abstract

The organization of an enterprise determines the setup of its business application. For this reason, there needs to be an implementation project which includes the setup of the organization and of other core parameters before you can start to work in Dynamics 365.

Andreas Luszczak

Backmatter

Titel: Using Microsoft Dynamics 365 for Finance and Operations
verfasst von: Dr. Andreas Luszczak
Verlag: Springer Fachmedien Wiesbaden
Electronic ISBN: 978-3-658-24107-0
Print ISBN: 978-3-658-24106-3
DOI: https://doi.org/10.1007/978-3-658-24107-0