Dyn365FO Exercise Book
A set of exercises introducing Dynamics 365 for Finance and Operations. They assume the user has access to Dyn365FO with the Contoso demo data installed and broad permissions to add records and execute transactions (e.g., a Dyn365FO subscription from TechCats Solutions suffices but there are other ways to obtain access). Exercises include:
A First Dyn365FO Session (video) - Login, create an employee record, create a business unit & establish a manager, link employee record to user record
A Second DynFO Session (video) - Post simple general ledger journal entries and create a trial balance
Dyn365FO Session 3 (video) - Revenue & expense postings via GL and create financial reports
Simple Supply Chain I (video) - Purchase to payment scenario
Simple Supply Chain II (video) - Orders to cash scenario
Instructors take note:
For these cases to work some adjustments need to be made in the out-of-box Dyn365FO demo system. They have been made in shared TechCats Subscriptions instances but if you have a custom instance from TechCats or deployed your own instance you will need to make the changes outlined in Appendix A - Dyn365FO Adjustments for Case.