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Duration 21 hours
Course Outline
Module 1 – Introduction to Dynamics 365 Finance & Operations
- Functional landscape of the Finance and SCM modules
- ERP architecture and interface navigation
Module 2 – Vendor and Customer Management
- Creating and categorizing vendors and customers
- Managing vendor collaboration and approval workflows
Module 3 – Tax Configuration
- Configuring VAT and tax authority settings
- Defining tax groups and codes
Module 4 – Purchase Orders, Invoices, and Payments
- Generating and overseeing purchase orders
- Posting invoices and managing approval procedures
- Scheduling payments and executing matching processes
Module 5 – Inventory and Logistics Operations
- Tracking inventory and managing warehousing
- Handling inbound and outbound operations
- Configuring logistics settings and parameters
Module 6 – Process Flows in Accounting and Procurement
- Managing the end-to-end procurement and payment cycle
- Integrating the general ledger with subledgers
Module 7 – Functional Support Case Studies
- Analyzing common configuration scenarios
- Performing validation and handling exceptions
- Diagnosing errors and maintaining documentation
Summary and Next Steps
Requirements
- A solid grasp of financial and supply chain processes within ERP systems
- Prior experience utilizing SAP or other enterprise 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
- Internal support teams tasked with configuration and system validation
Testimonials (1)
The practice and trainer knowledge
