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Duration 21 hours
Course Outline
Module 1 – Introduction to Dynamics 365 Finance & Operations
- High-level functional overview of the Finance and SCM modules.
- Understanding ERP architecture and system navigation.
Module 2 – Vendor and Customer Management
- Creation, classification, and maintenance of vendor and customer records.
- Managing vendor collaboration and approval workflows.
Module 3 – Tax Configuration
- Configuring VAT settings and tax authority parameters.
- Defining tax groups and applying tax codes.
Module 4 – Purchase Orders, Invoices, and Payments
- Establishing and managing purchase order lifecycles.
- Processing invoice postings and approval chains.
- Scheduling payments and reconciling transactions.
Module 5 – Inventory and Logistics Operations
- Tracking inventory levels and warehousing activities.
- Managing inbound and outbound operational flows.
- Setting up logistics parameters and configurations.
Module 6 – Process Flows in Accounting and Procurement
- Executing the end-to-end procurement and payment cycle.
- Integrating general ledger and subledger processes.
Module 7 – Functional Support Case Studies
- Reviewing common configuration scenarios.
- Performing validation checks and exception management.
- Diagnosing errors and documenting resolutions.
Summary and Next Steps
Requirements
- A solid grasp of financial and supply chain processes within ERP contexts.
- Prior experience with SAP or another major enterprise ERP solution.
- Familiarity with key workflows in accounting, procurement, and inventory management.
Target Audience
- Finance and supply chain specialists transitioning to Dynamics 365.
- Functional consultants specializing in ERP implementations.
- Internal support teams tasked with system configuration and validation.
