Advanced Dungeons and Dynamics 365 Implementation Volumes
The Bare Bones Configuration Guides for Microsoft Dynamics 365 are built to help you configure a new environment from the ground up, without the overwhelm. These step-by-step walkthroughs cover all the essential modules most businesses rely on, plus a few advanced areas you might want to explore as you grow.
Whether you're just starting out or looking to sharpen your skills, the goal is simple: make Dynamics 365 setup accessible. You don’t need a massive budget or a team of consultants. With the right guidance, even a mid-sized organization can configure a fully functional environment.
There are currently 7 volumes in the series. Each can stand alone as a reference for its specific area, or you can work through the whole set as a comprehensive training path, perfect for new users learning how to build and understand a Dynamics 365 system from scratch.
Volumes in the Series:
- Volume 1 — Financial Foundation: Organization setup is the prerequisite for the GL, and the GL is the prerequisite for everything else. Budgeting uses chart-of-account structures and lives within the GL module.
- Volume 2 — Treasury & Subledgers: Core financial transaction processing. Cash/Bank, AR, and AP form a clean transactional finance trio.
- Volume 3 — Products & Procurement: The product-to-procurement pipeline: master data (Products), storage (Inventory), and sourcing (Purchasing).
- Volume 4 — Sales & CRM: Customer engagement from CRM pipeline through order fulfillment. Sales Management (CRM) and Sales Order Management are functionally inseparable.
- Volume 5 — Workforce & Projects: The workforce lifecycle: hire (HR), compensate (Payroll), and assign to initiatives (Project Management).
- Volume 6 — Manufacturing & Logistics: The make-and-move chain: demand planning (MRP), production, warehousing, and transportation.
- Volume 7 — Asset Lifecycle & Service: Three perspectives on physical assets: financial tracking (Fixed Assets), operational maintenance (Asset Management), and customer-facing service (Service Management).
