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Course Outline
Introduction to Dynamics 365 Finance and Operations
- An overview of the ERP capabilities within Dynamics 365
- System navigation and configuration
- Comprehending the essential modules for finance and operations
Financial Management and Treasury Operations
- Overseeing cash flow and liquidity
- Executing bank reconciliations and payment processing
- Managing accounts payable and receivable
Report Generation and Financial Analysis
- Producing financial reports utilizing native tools
- Creating balance sheets and profit & loss statements
- Exporting and integrating financial data with external systems
Accounting Processes and Workflow Enhancement
- Automating routine financial tasks
- Exploring ledger management, budgeting, and cost accounting
- Streamlining financial workflows for optimal efficiency
Advanced Features and Customization
- Setting up role-based security and access permissions
- Connecting Dynamics 365 with Power BI for advanced insights
- Implementing customization and automation via Power Automate
Best Practices and Troubleshooting
- Addressing common challenges and their solutions
- Maintaining compliance and data integrity
- Tips for performance tuning and optimization
Summary and Next Steps
Requirements
- A foundational grasp of financial and accounting principles
- Practical experience with ERP systems (advantageous but not mandatory)
- Acquaintance with business processes pertaining to treasury and finance
Target Audience
- Treasury specialists utilising Dynamics 365
- Accounting analysts and financial managers
- ERP users seeking to harness the full potential of Dynamics 365
14 Hours
Testimonials (1)
The practice and trainer knowledge