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Duration 21 hours
Course Outline
Module 1 – Introduction to Dynamics 365 Finance & Operations
- Functional breakdown of Finance and SCM components
- ERP architecture and interface navigation
Module 2 – Vendor and Customer Administration
- Establishing and categorizing vendor and client profiles
- Vendor interaction and approval mechanisms
Module 3 – Tax Setup
- Configuring VAT and tax regulatory bodies
- Defining tax groups and codes
Module 4 – Purchase Orders, Invoices, and Payments
- Drafting and overseeing purchase orders
- Invoice entry and approval procedures
- Payment planning and reconciliation
Module 5 – Inventory and Logistics Activities
- Stock monitoring and warehouse management
- Receiving and shipping processes
- Logistics configuration and parameter settings
Module 6 – Workflows in Accounting and Procurement
- Complete procurement to payment cycle
- Integration of general ledger and sub-ledgers
Module 7 – Functional Support Scenarios
- Typical configuration use cases
- Validation checks and exception management
- Troubleshooting errors and maintaining documentation
Conclusion and Future Steps
Requirements
- Foundational knowledge of financial and supply chain procedures in ERP environments
- Prior exposure to SAP or other major enterprise ERP systems
- Familiarity with standard workflows in accounting, purchasing, and stock control
Target Audience
- Finance and supply chain experts transitioning to Dynamics 365
- Functional ERP consultants
- In-house support teams tasked with system configuration and verification
Testimonials (1)
The practice and trainer knowledge
