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Course Outline
Introduction to Dynamics 365 Finance and Operations
- Overview of Dynamics 365 ERP capabilities
- System navigation and customization
- Understanding key modules for finance and operations
Financial Management and Treasury Functions
- Managing cash flow and liquidity
- Bank reconciliations and payment processing
- Handling accounts payable and receivable
Report Generation and Financial Analysis
- Creating financial reports using built-in tools
- Generating balance sheets, profit & loss statements
- Exporting and integrating financial data with other systems
Accounting Processes and Workflow Optimization
- Automating recurring financial tasks
- Understanding ledger, budgeting, and cost accounting
- Optimizing financial workflows for efficiency
Advanced Features and Customization
- Configuring role-based security and access controls
- Integrating Dynamics 365 with Power BI for insights
- Customization and automation using Power Automate
Best Practices and Troubleshooting
- Common challenges and solutions
- Ensuring compliance and data integrity
- Performance tuning and optimization tips
Summary and Next Steps
Requirements
- Foundational understanding of financial and accounting principles
- Prior experience with ERP systems (advantageous but not mandatory)
- Familiarity with business processes related to treasury and finance
Target Audience
- Treasury professionals utilizing Dynamics 365
- Accounting analysts and financial managers
- ERP users seeking to maximize the capabilities of Dynamics 365
14 Hours
