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Duration 21 hours
Course Outline
Module 1 – Introduction to Dynamics 365 Finance & Operations
- Functional overview of the Finance and SCM modules.
- Understanding ERP architecture and navigation.
Module 2 – Vendor and Customer Management
- Creating and categorizing vendor and customer profiles.
- Managing vendor collaboration and approval workflows.
Module 3 – Tax Configuration
- Configuring VAT and tax authorities.
- Setting up tax groups and codes.
Module 4 – Purchase Orders, Invoices, and Payments
- Creating and managing purchase orders.
- Invoice posting and approval procedures.
- Scheduling and matching payments.
Module 5 – Inventory and Logistics Operations
- Inventory tracking and warehouse management.
- Managing inbound and outbound operations.
- Logistics setup and parameter configuration.
Module 6 – Process Flows in Accounting and Procurement
- The end-to-end procurement and payment cycle.
- Integration between the general ledger and subledgers.
Module 7 – Functional Support Case Studies
- Common configuration scenarios.
- Validation techniques and exception handling.
- Diagnosing errors and documenting solutions.
Summary and Next Steps
Requirements
- A solid grasp of financial and supply chain processes within ERP systems.
- Prior experience using SAP or other enterprise-level ERP solutions.
- Familiarity with workflows related to accounting, procurement, and inventory management.
Target Audience
- Finance and supply chain professionals transitioning to Dynamics 365.
- ERP functional consultants seeking to expand their technical knowledge.
- Internal support teams tasked with system configuration and validation.
Testimonials (1)
The practice and trainer knowledge
