Dynamics 365 Finance and Operations: Treasury and Accounting Training Course

Microsoft Dynamics 365 Business Central (BC) is a contemporary ERP solution designed to support comprehensive business operations, including warehouse and inventory management. With advanced integration capabilities and specialized add-ons like Warehouse Insight, BC facilitates efficient warehouse activities, license plating, and operational automation throughout the enterprise.

This instructor-led, live training (available online or onsite) targets intermediate-level warehouse operations teams, ERP consultants, and systems professionals aiming to implement or optimize warehouse management in Dynamics 365 Business Central by leveraging best practices, mobile devices, and robust integration workflows.

Upon completion of this training, participants will be able to:

• Configure and manage warehouse operations within Dynamics 365 Business Central.
• Leverage Warehouse Insight for real-time, mobile execution of warehouse tasks.
• Implement license plating and traceability mechanisms to strengthen inventory control.
• Integrate equipment calibration, test requests, and quality control processes into ERP workflows.

Course Format

• Interactive lectures and discussions.
• Extensive exercises and practical practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request customized training for this course, please contact us to arrange your specific needs.

This instructor-led live training in Serbia (online or onsite) targets business analysts aiming to optimize marketing and sales processes with Microsoft Dynamics 365.

By the end of this training, participants will be able to:

• Utilize various Microsoft Dynamics 365 modules to manage process flows.
• Integrate the Power Platform within Microsoft Dynamics 365.
• Structure common data models, including records, segment charts, and other elements.
• Automate processes through Microsoft Flow integration.

This instructor-led, live training in Serbia (online or onsite) is designed for intermediate-level business analysts aiming to drive continuous business process improvement and system enhancements within their organizations.

Upon completion of this training, participants will be able to:

• Develop a thorough understanding of Dynamics 365.
• Install, configure, and manage various Dynamics 365 components.
• Evaluate current business processes and recommend optimizations using Dynamics 365 features.
• Handle migrations and updates within the Dynamics 365 environment.

This instructor-led, live training in Serbia (online or onsite) is designed for beginner to intermediate-level participants who wish to enhance their customer service operations using Dynamics 365 Customer Service.

Upon completion of this training, participants will be able to:

• Grasp the core features and functionalities of Dynamics 365 Customer Service.
• Set up and configure the D365 Customer Service environment.
• Efficiently manage customer interactions and cases.
• Leverage analytics to enhance service delivery.
• Integrate Dynamics 365 Customer Service with other Microsoft applications.

This instructor-led, live training in Serbia (online or onsite) is designed for beginner to intermediate learners aiming to gain a comprehensive understanding of Dynamics 365 Sales and effectively utilize the platform to improve their sales operations.

By the end of this training, participants will be able to:

• Understand the core features and functionalities of Dynamics 365 Sales.
• Set up and configure the D365 Sales environment.
• Manage customer relationships and sales processes using D365 Sales.
• Utilize data and analytics to drive sales decisions.
• Integrate Dynamics 365 Sales with other Microsoft applications.

Microsoft Dynamics 365 Customer Service offers a robust platform for overseeing customer support, service operations, and omnichannel interactions.

This guided, live training session (available online or at your location) is designed for intermediate-level users aiming to deploy and configure customer service solutions via Dynamics 365 Customer Service.

Upon completion of this training, participants will be equipped to:

• Set up and oversee case automation, queues, and routing logic.
• Deploy omnichannel capabilities such as chat, SMS, and the agent workspace.
• Develop tailored customer experiences through surveys and analytics.
• Leverage AI assistants and IoT devices to facilitate proactive support.

Course Format

• Engaging lectures and interactive discussions.
• Extensive practical exercises.
• Practical implementation within a live-lab environment.

Customization Options

• To request a tailored training program for this course, please reach out to us to make arrangements.

This instructor-led, live training in Serbia (online or on-site) targets intermediate-level customer experience analysts and marketing operations professionals who wish to use Dynamics 365 Customer Insights to unify customer data and deliver targeted, compliant customer journeys.

By the end of this training, participants will be able to: connect and unify data sources, create segments and metrics, build and publish journeys, and monitor and troubleshoot results.

About This Course

Dynamics 365 Finance and Operations applications encompass, among others, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management Manufacturing. Dynamics 365 Finance empowers you to: Automate and modernize global financial operations. Monitor performance in real-time, predict future outcomes, and make data-driven decisions to foster business growth. Facilitate strategic financial decisions through artificial intelligence (AI), unify and automate financial processes, reduce operational costs, and mitigate global financial complexity and risk. Dynamics 365 Supply Chain Management enables you to: Transform your manufacturing and supply chain operations. Leverage predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management. Maximize operational efficiency, product quality, and profitability. Innovate with intelligent manufacturing operations, modernize warehouse management, optimize production performance, extend asset lifespan, and automate and streamline your supply chain. Note: For additional information, please refer to https://docs.microsoft.com/learn/paths/get-started-finance-operations/. In this module, we will concentrate on the core features and functionality of Dynamics 365 Finance apps that are most utilized by end users and consultants.

Audience Profile

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for conducting discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution leveraging out-of-the-box capabilities, codeless extensibility, and application and service integrations.

At Course Completion

Upon completing this course, students will be able to:

• Navigate and efficiently utilize search, filtering, and queries.
• Utilize operational workspaces.
• Work with Business Document Management.
• Work with record templates.
• Integrate Power BI with Dynamics 365 Finance and Operations apps.
• Personalize workspaces.
• Identify appropriate scenarios for using Power Platform within Dynamics 365 Finance and Operations apps.
• Apply security roles to users.
• Run and analyze security reports.
• Create and use workflows for approval.
• Work with Organization Hierarchy and understand its purposes.
• Utilize the personalization feature.
• Use the Data Management workspace.
• Create and use entity templates.
• Copy configuration data between legal entities.
• Import and export data and manage data using Office Integration.
• Use the Regression Suite Automation Tool (RSAT).
• Create User Acceptance Tests (UAT) and test plans.
• Create and work with Business Process Modeler (BPM).
• Understand how to use Issue search.

About This Course

This course is designed to establish your foundational knowledge of the Dynamics 365 Supply Chain Management application. It covers the critical features and functionalities required by Dynamics 365 Supply Chain Management functional consultants, including: product information, and how to configure, create, and manage products and inventory; supply chain management configuration and processing; transportation management features; warehouse management capabilities; quality management and quality control functionalities; and master planning configuration and processing. The course comprises lectures and numerous hands-on exercises. These exercises are presented as case studies for a Dynamics 365 Supply Chain Management functional consultant. Each exercise follows a business scenario, includes a question or discussion point, and provides step-by-step guidance for performing relevant system tasks.

Audience Profile

This course is intended for Dynamics 365 Supply Chain Management functional consultants. A Dynamics 365 Supply Chain Management functional consultant serves as a key resource who designs and configures applications to meet customer requirements. This role involves analyzing business needs and translating them into fully realized business processes and solutions that adhere to industry best practices. Functional consultants specialize in one or more of the following Dynamics feature sets: finance, manufacturing, or supply chain management. They collaborate with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed customer expectations.

After completing this course, students will be able to:

• Configure the most important Dynamics 365 Supply Chain Management functionalities.
• Process a majority of Dynamics 365 Supply Chain Management transactions.
• Explain to others how Dynamics 365 Supply Chain Management features and functionalities work.

This instructor-led, live training in Serbia (online or on-site) is designed for beginner to intermediate participants aiming to leverage MS Dynamics 365 Sales Insights for smarter sales strategies and enhanced customer engagement.

Upon completing this training, participants will be able to:

• Grasp the key features and advantages of the Sales Insights module.
• Apply AI-driven analytics to elevate sales results.
• Tailor and configure the module to meet specific organizational requirements.
• Utilize insights for lead scoring, assessing relationship health, and managing sales pipelines.
• Connect Sales Insights with other Dynamics 365 modules and external third-party applications.

Microsoft Dynamics 365 Business Central is a cloud-based, integrated business management solution designed to assist small and medium-sized enterprises in automating and connecting their financial, sales, service, and operational processes. Built upon the Dynamics 365 platform, it offers extensive customization capabilities to address specific business requirements. Key functionalities encompass financial management, supply chain management, project management, and customer relationship management. Furthermore, it seamlessly integrates with other Microsoft products, such as Office 365 and Power BI, to enhance functionality. Ultimately, Business Central provides a comprehensive and adaptable solution to help businesses manage operations effectively and foster growth.

Microsoft Dynamics 365 Finance & Operations is a robust enterprise ERP platform engineered to manage global financials, supply chain operations, and logistics.

This instructor-led, live training (available online or onsite) targets intermediate to advanced ERP users and internal support teams seeking to master the functional capabilities of Microsoft Dynamics 365 F&O within the Finance and Supply Chain modules.

Upon completion of this training, participants will be able to:

• Navigate and configure core Finance and SCM functionalities.
• Manage vendor, customer, and tax information within the system.
• Create and track purchase orders, invoices, and payments.
• Operate inventory and logistics workflows through the platform.
• Understand key process flows in procurement and accounting.
• Support business users through functional configuration and error handling.

Format of the Course

• Interactive lecture and discussion.
• Extensive exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Microsoft Dynamics 365 Finance & Operations provides a robust development environment designed for customizing ERP functionalities and integrating with external systems.

This instructor-led live training, available online or onsite, targets intermediate to advanced developers and technical support professionals seeking to create, maintain, and support solutions within Microsoft Dynamics 365 Finance & Operations.

Upon completion of this training, participants will be capable of:

• Configuring a development environment using Visual Studio and X++.
• Developing forms, classes, tables, and workflows in F&O.
• Implementing business logic through events, permissions, and validations.
• Developing custom reports and extending existing functionalities.
• Integrating external services via REST APIs and OData.
• Testing, debugging, and optimizing performance within the F&O environment.
• Handling data migrations and managing ongoing system updates.

Course Format

• Interactive lectures and discussions.
• Extensive exercises and practical application.
• Hands-on implementation in a live-lab setting.

Customization Options

• To request customized training for this course, please contact us to make arrangements.