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Duration 21 hours
Course Outline
Module 1 – Overview of Dynamics 365 Finance & Operations
- Functional perspective on Finance and SCM modules.
- ERP architecture and navigation techniques.
Module 2 – Managing Vendors and Customers
- Establishing and categorising vendor and customer records.
- Vendor collaboration frameworks and approval procedures.
Module 3 – Tax Setup
- Configuring VAT and tax authority details.
- Defining tax groups and codes.
Module 4 – Purchase Orders, Invoices, and Payments
- Generating and overseeing purchase orders.
- Invoice processing and approval mechanisms.
- Payment planning and reconciliation.
Module 5 – Inventory and Logistics Management
- Inventory monitoring and warehouse operations.
- Managing inbound and outbound movements.
- Logistics configuration and parameter settings.
Module 6 – Accounting and Procurement Workflows
- The complete cycle of procurement and payments.
- Integration between general ledgers and subledgers.
Module 7 – Functional Support Scenarios
- Typical configuration use cases.
- Validation processes and managing exceptions.
- Identifying errors and documenting solutions.
Recap and Future Actions
Requirements
- A solid grasp of financial and supply chain processes within ERP systems.
- Prior experience operating SAP or another enterprise-level ERP system.
- Proficiency with 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 configuration and validation duties.
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 3900 € + VAT*
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