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Course Outline
Module 1 – Getting Started with Dynamics 365 Finance & Operations
- High-level look at the Finance and SCM modules
- System architecture and user navigation
Module 2 – Handling Vendors and Customers
- Establishing and categorizing vendors and customers
- Managing vendor partnerships and approval processes
Module 3 – Tax Setup
- Configuring VAT and tax authority details
- Defining tax groups and codes
Module 4 – Purchase Orders, Invoicing, and Payments
- Drafting and overseeing purchase orders
- Posting invoices and managing approval stages
- Scheduling payments and matching transactions
Module 5 – Inventory and Logistics Execution
- Tracking inventory levels and warehouse operations
- Managing inbound and outbound logistics
- Configuring logistics settings and parameters
Module 6 – Workflows in Accounting and Procurement
- Full-cycle procurement and payment processes
- Integrating the general ledger with subledgers
Module 7 – Practical Functional Support Scenarios
- Typical configuration use cases
- Validation techniques and managing exceptions
- Diagnosing errors and documenting solutions
Wrap-up and Future Actions
Requirements
- A solid grasp of financial and supply chain procedures within ERP environments
- Prior hands-on experience with SAP or other enterprise-grade ERP systems
- Knowledge of workflows in accounting, procurement, and inventory management
Target Audience
- Finance and supply chain experts transitioning to Dynamics 365
- ERP functional consultants
- Internal support teams tasked with system configuration and validation
21 Hours
Testimonials (1)
The practice and trainer knowledge