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Duration 21 hours
Course Outline
Module 1 – Getting Started with Dynamics 365 Finance & Operations
- Overview of Finance and SCM module functionalities
- Understanding ERP architecture and navigation
Module 2 – Managing Vendors and Customers
- Creating and categorizing vendor and customer records
- Managing vendor collaboration and approval processes
Module 3 – Tax Setup
- Configuring VAT and tax authorities
- Defining tax groups and codes
Module 4 – Handling Purchase Orders, Invoices, and Payments
- Generating and overseeing purchase orders
- Posting invoices and managing approval stages
- Scheduling and reconciling payments
Module 5 – Inventory and Logistics Management
- Tracking inventory and managing warehousing
- Processing inbound and outbound activities
- Setting up logistics parameters
Module 6 – Workflow Integration in Accounting and Procurement
- The complete procurement and payment cycle
- Integrating general ledger and subledgers
Module 7 – Practical Functional Support Scenarios
- Typical configuration use cases
- Managing validation rules and exceptions
- Diagnosing errors and documenting solutions
Recap and Future Directions
Requirements
- A solid grasp of financial and supply chain processes within ERP contexts
- Prior experience with SAP or other enterprise-level ERP systems
- Working knowledge of accounting, procurement, and inventory management procedures
Target Audience
- Finance and supply chain specialists transitioning to Dynamics 365
- ERP functional consultants
- Internal support teams tasked with system configuration and validation
