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Duration 21 hours
Course Outline
Module 1 – Getting Started with Dynamics 365 Finance & Operations
- Functional snapshot of the Finance and SCM modules
- System architecture and interface navigation
Module 2 – Managing Vendors and Customers
- Establishing and categorizing vendor and customer profiles
- Vendor collaboration mechanisms and approval processes
Module 3 – Configuring Tax Parameters
- Defining VAT structures and tax authorities
- Assigning tax groups and specific tax codes
Module 4 – Handling Purchase Orders, Invoices, and Payments
- Generation and management of purchase orders
- Posting invoices and managing approval cycles
- Scheduling payments and executing matching processes
Module 5 – Inventory and Logistics Management
- Monitoring inventory levels and warehouse operations
- Processing inbound and outbound logistics
- Configuring logistics settings and system parameters
Module 6 – Accounting and Procurement Workflows
- The complete procurement and payment lifecycle
- Integration between the general ledger and subledgers
Module 7 – Functional Support Scenarios
- Typical configuration use cases
- Data validation and exception management
- Diagnosing errors and maintaining documentation
Conclusion and Future Pathways
Requirements
- Solid comprehension of financial and supply chain processes within ERP frameworks
- Prior experience with SAP or other enterprise-grade ERP solutions
- Proficiency in accounting, procurement, and inventory management procedures
Target Audience
- Finance and supply chain experts transitioning to Dynamics 365
- ERP functional consultants
- Internal support teams tasked with system configuration and 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
Machine Translated
