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Duration 21 hours
Course Outline
Module 1 – Introduction to Dynamics 365 Finance & Operations
- Overview of functional aspects in Finance and SCM modules
- ERP architecture and interface navigation
Module 2 – Vendor and Customer Management
- Establishing and categorizing vendors and customers
- Managing vendor collaboration and approval cycles
Module 3 – Tax Configuration
- Configuring VAT and tax authority settings
- Defining tax groups and codes
Module 4 – Purchase Orders, Invoices, and Payments
- Generation and administration of purchase orders
- Posting invoices and managing approval procedures
- Scheduling payments and reconciling transactions
Module 5 – Inventory and Logistics Operations
- Monitoring inventory and managing warehouse operations
- Handling inbound and outbound activities
- Establishing logistics parameters and setup
Module 6 – Process Flows in Accounting and Procurement
- Completing the full procurement-to-pay cycle
- Integrating general ledger and subledger data
Module 7 – Functional Support Case Studies
- Addressing typical configuration scenarios
- Performing validation and handling exceptions
- Diagnosing errors and maintaining documentation
Recap and Future Pathways
Requirements
- A solid grasp of financial and supply chain operations within ERP ecosystems
- Prior hands-on experience with SAP or other major enterprise ERPs
- Knowledge of workflows in accounting, procurement, and inventory control
Target Audience
- Finance and supply chain experts transitioning to Dynamics 365
- ERP functional consultants
- Internal support teams focused on configuration and system validation
Testimonials (1)
The instructor's knowledge and their ability to convey it provide a sense of security.
Ramon Mejia - universidad de cuautitlan izcalli
Course - Microsoft Dynamics 365 Sales
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