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Duration 21 hours
Course Outline
Module 1 – Introduction to Dynamics 365 Finance & Operations
- Overview of functional capabilities in Finance and SCM modules
- System architecture and navigation techniques
Module 2 – Vendor and Customer Management
- Establishing and categorizing vendor and customer records
- Managing vendor collaboration and approval workflows
Module 3 – Tax Configuration
- Configuring VAT and tax authority settings
- Setting up tax groups and codes
Module 4 – Purchase Orders, Invoices, and Payments
- Generating and overseeing purchase orders
- Processing invoice postings and approvals
- Scheduling and reconciling payments
Module 5 – Inventory and Logistics Operations
- Monitoring inventory levels and warehousing operations
- Managing inbound and outbound logistics
- Configuring logistics parameters and setups
Module 6 – Process Flows in Accounting and Procurement
- The complete procurement to payment cycle
- Integration of general ledger and subledgers
Module 7 – Functional Support Case Studies
- Common configuration scenarios
- Data validation and exception management
- Diagnosing errors and documenting solutions
Wrap-up and Future Directions
Requirements
- A solid grasp of financial and supply chain processes within ERP systems
- Prior experience working with SAP or other enterprise ERP platforms
- Proficiency in accounting, procurement, and inventory management workflows
Target Audience
- Finance and supply chain specialists transitioning to Dynamics 365
- ERP functional consultants
- Internal support teams tasked with system configuration and validation
