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Duration 21 hours
Course Outline
Module 1 – Introduction to Dynamics 365 Finance & Operations
- Functional snapshot of the Finance and SCM modules.
- Overview of ERP architecture and interface navigation.
Module 2 – Managing Vendors and Customers
- Creating and classifying vendor and customer records.
- Configuring vendor collaboration and approval processes.
Module 3 – Setting Up Tax Configuration
- Configuring VAT and tax authority details.
- Defining tax groups and codes.
Module 4 – Purchase Orders, Invoicing, and Payments
- Generating and overseeing purchase orders.
- Processing invoice postings and managing approval cycles.
- Scheduling payments and performing matching tasks.
Module 5 – Inventory and Logistics Management
- Monitoring inventory and managing warehouse operations.
- Handling inbound and outbound logistics activities.
- Setting up logistics parameters and configurations.
Module 6 – Accounting and Procurement Process Flows
- Managing the complete procurement-to-payment lifecycle.
- Integrating general ledger and subledger systems.
Module 7 – Practical Functional Support Scenarios
- Addressing typical configuration use cases.
- Executing validation checks and exception management.
- Diagnosing errors and documenting resolutions.
Recap and Future Directions
Requirements
- A solid grasp of financial and supply chain processes within ERP ecosystems.
- Prior experience utilizing SAP or other major enterprise ERP systems.
- Working knowledge of workflows related to accounting, procurement, and inventory management.
Target Audience
- Finance and supply chain experts transitioning to Dynamics 365.
- ERP functional consultants.
- In-house support teams tasked with system configuration and validation.
Testimonials (1)
The practice and trainer knowledge
