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Course Outline
Module 1 – Introduction to Dynamics 365 Finance & Operations
- Functional introduction to the Finance and SCM modules.
- Understanding the ERP architecture and system navigation.
Module 2 – Vendor and Customer Management
- Establishing and categorizing vendors and customer records.
- Managing vendor collaboration and approval workflows.
Module 3 – Tax Configuration
- Configuring VAT settings and tax authorities.
- Defining tax groups and coding structures.
Module 4 – Purchase Orders, Invoices, and Payments
- Initiating and overseeing purchase order management.
- Processing invoice postings and approval cycles.
- Scheduling payments and reconciling matches.
Module 5 – Inventory and Logistics Operations
- Monitoring inventory levels and warehousing operations.
- Handling inbound and outbound logistical activities.
- Establishing logistics parameters and system setups.
Module 6 – Process Flows in Accounting and Procurement
- Mapping the complete procurement-to-payment cycle.
- Integrating general ledger and subledger systems.
Module 7 – Functional Support Case Studies
- Analyzing common configuration scenarios.
- Performing validation and managing exceptions.
- Diagnosing errors and documenting resolutions.
Summary and Next Steps
Requirements
- A solid grasp of financial and supply chain processes within ERP ecosystems.
- Prior experience operating SAP or another major enterprise ERP system.
- Working knowledge of accounting, procurement, and inventory management workflows.
Target Audience
- Finance and supply chain specialists transitioning to Dynamics 365.
- ERP functional consultants.
- Internal support teams tasked with system configuration and validation.
21 Hours