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 features and add-ons such as Warehouse Insight, BC facilitates efficient warehouse processes, license plating, and operational automation throughout the enterprise.

This instructor-led, live training (available online or on-site) is tailored for intermediate-level warehouse operations teams, ERP consultants, and systems professionals who aim to implement or optimize warehouse management in Dynamics 365 Business Central using best practices, mobile devices, and robust integration workflows.

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

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

Format of the Course

• Interactive lectures and discussions.
• Plenty of exercises and practical activities.
• Hands-on implementation in a live-lab environment.

Course Customization Options

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

This instructor-led, live training in Serbia (online or onsite) is aimed at business analysts who wish to optimize marketing and sales processes with Microsoft Dynamics 365.

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

• Use the different modules in Microsoft Dynamics 365 to manage process flows.
• Integrate the Power Platform into Microsoft Dynamics 365.
• Structure different common data models such as records, segment charts, and more.
• Automate processes with Microsoft Flow integration.

This instructor-led, live training in Serbia (online or onsite) is aimed at intermediate-level business analysts who wish to lead initiatives for continuous business process improvement and system enhancements within their organizations.

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

• Gain a comprehensive understanding of Dynamics 365.
• Set up, configure, and manage various components of Dynamics 365.
• Analyze existing business processes and make recommendations for optimization using Dynamics 365 functionalities.
• Manage migrations and updates within Dynamics 365.

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

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

• Understand the core features and functionalities of Dynamics 365 Customer Service.
• Set up and configure the D365 Customer Service environment.
• Manage customer interactions and cases efficiently.
• Utilize analytics to improve service delivery.
• Integrate Dynamics 365 Customer Service with other Microsoft applications.

This instructor-led, live training in Serbia (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to gain a comprehensive understanding of Dynamics 365 Sales and effectively use the platform to enhance 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 is a robust solution designed to manage customer support, service operations, and omnichannel engagement effectively.

This instructor-led, live training (available online or on-site) is tailored for intermediate-level users who aim to implement and configure customer service solutions using Dynamics 365 Customer Service.

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

• Set up and manage case automation, queues, and routing logic efficiently.
• Deploy omnichannel tools such as chat, SMS, and agent workspaces.
• Design personalized customer experiences with surveys and analytics.
• Integrate AI assistants and IoT devices to enhance proactive support scenarios.

Format of the Course

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

Course Customization Options

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

This instructor-led, live training in Serbia (online or onsite) is aimed at 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 measures, build and publish journeys, and monitor and troubleshoot results.

About This Course

The Dynamics 365 Finance and Operations applications encompass a range of solutions, including Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Manufacturing. Dynamics 365 Finance is designed to automate and modernize your global financial processes. It enables you to monitor performance in real-time, predict future outcomes, and make data-driven decisions to foster business growth. By leveraging artificial intelligence (AI), it helps drive strategic financial decisions, unifies and automates financial processes, reduces operational expenses, and mitigates global financial complexity and risk. Dynamics 365 Supply Chain Management is aimed at transforming your manufacturing and supply chain operations through predictive insights and intelligence from AI and the Internet of Things (IoT). It covers planning, production, inventory, warehouse, and transportation management, enhancing operational efficiency, product quality, and profitability. The application supports innovation in manufacturing, modernizes warehouse management, optimizes production performance, extends asset life, and streamlines your supply chain. For more detailed information, you can refer to the official documentation at https://docs.microsoft.com/learn/paths/get-started-finance-operations/. In this module, we will delve into the core features and functionalities of Dynamics 365 Finance applications that are most frequently used by end users and consultants.

Audience Profile

A Dynamics 365 for Finance and Operations Functional Consultant is tasked with conducting discovery sessions, capturing requirements, engaging subject matter experts and stakeholders, translating these requirements into actionable items, and configuring the solution and applications. The consultant implements solutions using 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 use search, filtering, and queries
• Utilize operational workspaces effectively
• Manage business documents
• Work with record templates
• Integrate Power BI with Dynamics 365 Finance and Operations apps
• Personalize workspaces to suit individual needs
• Determine when to use the Power Platform within Dynamics 365 Finance and Operations
• Assign security roles to users
• Analyze and run security reports
• Create and manage approval workflows
• Work with organizational hierarchies and understand their purposes
• Leverage personalization features for enhanced user experience
• Use the Data Management workspace effectively
• Create and utilize entity templates
• Copy configuration data between legal entities
• Import, export, and manage data using Office Integration
• Utilize the Regression Suite Automation Tool (RSAT)
• Create User Acceptance Tests (UAT) and test plans
• Work with the Business Process Modeler (BPM)
• Understand and use issue search effectively

About This Course

This course is designed to establish a strong foundation in the Dynamics 365 Supply Chain Management application. It covers essential features and functionalities that are crucial for a Dynamics 365 Supply Chain Management functional consultant. Topics include product information management, configuration, creation, and inventory management. The course also delves into supply chain management setup and processing, transportation management, warehouse management, quality management and control, and master planning configuration and execution. It includes lectures and hands-on exercises that are presented as case studies for a Dynamics 365 Supply Chain Management functional consultant. Each exercise is based on a business scenario, followed by a question or discussion, and then step-by-step guidance to perform the necessary system tasks.

Audience Profile

This course is tailored for Dynamics 365 Supply Chain Management functional consultants. These professionals are essential in designing and configuring applications to meet customer requirements. They analyze business needs and translate them into comprehensive business processes and solutions that adhere to industry best practices. Functional consultants specialize in one or more areas of Dynamics, such as finance, manufacturing, or supply chain management. They collaborate with architects, developers, administrators, and other stakeholders to deliver solutions that exceed customer expectations.

After completing this course, students will be able to:

• Configure key functionalities in Dynamics 365 Supply Chain Management.
• Process various transactions within Dynamics 365 Supply Chain Management.
• Explain the workings of Dynamics 365 Supply Chain Management features and functionalities to others.

This instructor-led, live training in Serbia (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to utilize the MS Dynamics 365 Sales Insights module for smarter sales strategies and improved customer engagement.

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

• Understand the features and benefits of the Sales Insights module.
• Use AI-driven analytics to enhance sales performance.
• Customize and configure the module for specific business needs.
• Leverage insights for lead scoring, relationship health, and pipeline management.
• Integrate Sales Insights with other Dynamics 365 modules and third-party tools.

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution that helps small and medium-sized businesses automate and connect their financials, sales, service, and operations. It is built on the Dynamics 365 platform and can be customized to meet the specific needs of a business. Some key features include financial management, supply chain management, project management, and customer relationship management. Additionally, it integrates with other Microsoft products such as Office 365 and Power BI for added functionality. Overall, Business Central aims to provide businesses with a comprehensive and flexible solution to manage their operations and drive growth.

Microsoft Dynamics 365 Finance & Operations is an advanced ERP platform designed to manage global financials, supply chain operations, and logistics.

This instructor-led, live training (available both online and on-site) is aimed at intermediate to advanced ERP users and internal support teams who need to understand the functional capabilities of Microsoft Dynamics 365 F&O in the Finance and Supply Chain modules.

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

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

Format of the Course

• Interactive lectures and discussions.
• Numerous exercises and practice sessions.
• 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 offers a robust development environment for customizing ERP functionality and integrating with external systems.

This instructor-led, live training (available online or on-site) is designed for intermediate to advanced developers and technical support personnel who wish to develop, maintain, and support solutions in Microsoft Dynamics 365 Finance & Operations.

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

• Set up a development environment using Visual Studio and X++.
• Create forms, classes, tables, and workflows within F&O.
• Implement business logic through events, permissions, and validations.
• Generate custom reports and extend existing functionality.
• Integrate external services using REST APIs and OData.
• Test, debug, and optimize performance in the F&O environment.
• Manage data migrations and ongoing system updates.

Format of the Course

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

Course Customization Options

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