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Duration 14 hours
Course Outline
Introduction to Dynamics 365 Finance and Operations
- Broad overview of Dynamics 365 ERP functionalities
- System navigation strategies and customization options
- Key modules essential for finance and operations
Financial Management and Treasury Operations
- Managing cash flow and liquidity effectively
- Bank reconciliations and payment processing procedures
- Managing accounts payable and receivable
Report Generation and Financial Analysis
- Utilizing built-in tools to construct financial reports
- Preparing balance sheets and profit & loss statements
- Exporting financial data and integrating it with external systems
Accounting Processes and Workflow Optimization
- Automating routine financial tasks
- Insights into ledgers, budgeting, and cost accounting
- Streamlining financial workflows for maximum efficiency
Advanced Features and Customization
- Setting up role-based security and access controls
- Connecting Dynamics 365 with Power BI for deeper insights
- Implementing customization and automation via Power Automate
Best Practices and Troubleshooting
- Addressing common challenges with effective solutions
- Maintaining compliance and ensuring data integrity
- Tips for performance tuning and system optimization
Conclusion and Future Steps
Requirements
- A foundational grasp of financial and accounting concepts
- Prior exposure to ERP systems (recommended, though not mandatory)
- Working knowledge of business processes associated with treasury and finance
Target Audience
- Treasury specialists working with Dynamics 365
- Accounting analysts and financial managers
- ERP users seeking to fully exploit the capabilities of Dynamics 365
