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Course Outline
Module 1 – Introduction to Dynamics 365 Finance & Operations
- Functional overview of the Finance and SCM modules.
- ERP architecture and navigation techniques.
Module 2 – Vendor and Customer Management
- Creating and classifying vendor and customer records.
- Managing vendor collaboration and approval workflows.
Module 3 – Tax Configuration
- Configuring GST and tax authority settings.
- Defining tax groups and codes.
Module 4 – Purchase Orders, Invoices, and Payments
- Creation and management of purchase orders.
- Invoice posting and approval procedures.
- Payment scheduling and matching processes.
Module 5 – Inventory and Logistics Operations
- Inventory tracking and warehousing strategies.
- Managing inbound and outbound operations.
- Logistics setup and parameterisation.
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 and exception handling.
- Error diagnosis and documentation practices.
Summary and Next Steps
Requirements
- A solid grasp of financial and supply chain processes within ERP systems.
- Prior experience utilising SAP or comparable enterprise ERP solutions.
- Familiarity with workflows in accounting, procurement, and inventory management.
Target Audience
- Finance and supply chain specialists transitioning to Dynamics 365.
- ERP functional consultants.
- Internal support teams charged with configuration and validation duties.
21 Hours