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Duration 21 hours
Course Outline
Module 1 – Introduction to Dynamics 365 Finance & Operations
- Functional insights into Finance and SCM modules
- ERP architecture and system navigation
Module 2 – Vendor and Customer Management
- Establishing and categorizing vendors and customers
- Vendor collaboration and approval workflows
Module 3 – Tax Configuration
- Configuring VAT and tax authority settings
- Defining tax groups and codes
Module 4 – Purchase Orders, Invoices, and Payments
- Generating and controlling purchase orders
- Invoice posting and approval mechanisms
- Scheduling and matching payments
Module 5 – Inventory and Logistics Operations
- Inventory monitoring and warehousing strategies
- Managing inbound and outbound operations
- Logistics configuration and parameter setup
Module 6 – Process Flows in Accounting and Procurement
- Comprehensive procurement and payment cycles
- Integration of general ledgers and subledgers
Module 7 – Functional Support Case Studies
- Typical configuration scenarios
- Validation procedures and exception management
- Error analysis and documentation practices
Wrap-up and Future Actions
Requirements
- Knowledge of financial and supply chain processes within ERP systems
- Prior experience with SAP or other enterprise ERP platforms
- Familiarity with 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 configuration and validation
