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Duration 21 hours
Course Outline
Module 1 – Intro to Dynamics 365 Finance & Operations
- Functional landscape of the Finance and SCM modules.
- ERP architecture and interface navigation.
Module 2 – Managing Vendors and Customers
- Creation and classification of vendor and customer records.
- Vendor collaboration protocols and approval workflows.
Module 3 – Tax Setup
- Configuration of VAT and tax authorities.
- Definition of tax groups and codes.
Module 4 – Purchasing, Invoicing, and Payments
- Generation and administration of purchase orders.
- Invoice posting procedures and approval mechanisms.
- Payment scheduling and reconciliation.
Module 5 – Inventory and Logistics
- Inventory tracking and warehouse management.
- Management of inbound and outbound operations.
- Logistics configuration and parameter tuning.
Module 6 – Accounting and Procurement Workflows
- The complete procurement and payment lifecycle.
- Integration between the general ledger and subledgers.
Module 7 – Functional Support Scenarios
- Common configuration use cases.
- Data validation and exception management.
- Error identification and documentation practices.
Summary and Future Directions
Requirements
- A solid grasp of financial and supply chain processes within ERP contexts.
- Prior experience operating SAP or other enterprise-level ERP systems.
- Knowledge of workflows related to accounting, procurement, and inventory control.
Target Audience
- Finance and supply chain professionals transitioning to Dynamics 365.
- ERP functional consultants.
- Internal support teams tasked with system configuration and validation.
Testimonials (1)
The practice and trainer knowledge
