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Duration 21 hours
Course Outline
Module 1 – Introduction to Dynamics 365 Finance & Operations
- Functional insight into Finance and SCM modules
- ERP architecture and navigation basics
Module 2 – Vendor and Customer Management
- Establishing and categorizing vendors and customers
- Managing vendor collaboration and approval sequences
Module 3 – Tax Configuration
- Configuring VAT and tax authorities
- Defining tax groups and codes
Module 4 – Purchase Orders, Invoices, and Payments
- Generating and controlling purchase orders
- Processing invoice posting and approvals
- Scheduling payments and executing matching procedures
Module 5 – Inventory and Logistics Operations
- Monitoring inventory levels and warehouse management
- Managing inbound and outbound activities
- Setting up logistics parameters and configurations
Module 6 – Process Flows in Accounting and Procurement
- The complete procurement to payment lifecycle
- Integration between general ledger and subledgers
Module 7 – Functional Support Case Studies
- Typical configuration use cases
- Validation strategies and exception management
- Diagnosing errors and maintaining documentation
Conclusion and Further Steps
Requirements
- A solid grasp of financial and supply chain processes within ERP environments
- Prior experience with SAP or comparable enterprise ERP systems
- Working knowledge of accounting, procurement, and inventory management procedures
Target Audience
- Finance and supply chain experts transitioning to Dynamics 365
- ERP functional consultants
- Internal support teams tasked with configuration and validation
