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Course Outline
Module 1 – Overview of Dynamics 365 Finance & Operations
- Functional snapshot of Finance and SCM modules
- ERP architecture and interface navigation
Module 2 – Managing Vendors and Customers
- Creating and categorizing vendors and clients
- Vendor collaboration tools and approval procedures
Module 3 – Configuring Tax Settings
- Establishing VAT and tax authority profiles
- Defining tax groups and codes
Module 4 – Handling Purchase Orders, Invoices, and Payments
- Issuing and overseeing purchase orders
- Posting invoices and managing approval chains
- Scheduling payments and reconciling transactions
Module 5 – Inventory and Logistics Management
- Tracking stock levels and warehouse operations
- Managing inbound and outbound activities
- Setting up logistics parameters
Module 6 – Accounting and Procurement Workflows
- The complete procurement-to-payment lifecycle
- Integration between the general ledger and subledgers
Module 7 – Functional Support Scenarios
- Typical configuration use cases
- Validating data and managing exceptions
- Diagnosing errors and documenting solutions
Wrap-Up and Future Actions
Requirements
- A solid grasp of financial and supply chain workflows within ERP systems
- Prior experience utilizing SAP or other enterprise ERP solutions
- Proficiency in accounting, purchasing, and inventory management processes
Target Audience
- Finance and supply chain experts transitioning to Dynamics 365
- ERP functional consultants
- Internal support teams managing configuration and verification tasks
21 Hours
Testimonials (1)
The practice and trainer knowledge
