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Course Outline
Introduction to Dynamics 365 Finance and Operations
- Overview of the ERP capabilities within Dynamics 365
- System navigation techniques and interface customization
- Exploring key modules relevant to finance and operations
Financial Management and Treasury Operations
- Strategies for managing cash flow and liquidity
- Processes for bank reconciliations and payment handling
- Managing accounts payable and receivable cycles
Report Generation and Financial Analysis
- Building financial reports using native tools
- Generating balance sheets and profit & loss statements
- Exporting financial data and integrating with external systems
Accounting Processes and Workflow Improvement
- Automating routine financial tasks
- Deep dive into ledgers, budgeting, and cost accounting
- Techniques for optimizing financial workflows
Advanced Features and Customization
- Setting up role-based security and access controls
- Connecting Dynamics 365 with Power BI for advanced insights
- Implementing customization and automation via Power Automate
Best Practices and Troubleshooting
- Addressing common challenges and finding effective solutions
- Maintaining compliance and ensuring data integrity
- Tips for performance tuning and system optimization
Summary and Future Steps
Requirements
- Foundational knowledge of financial and accounting concepts
- Prior exposure to ERP systems (recommended but not mandatory)
- Working familiarity with treasury and finance business processes
Target Audience
- Treasury specialists working within Dynamics 365 environments
- Accounting analysts and financial managers
- ERP users seeking to unlock the full potential of Dynamics 365
14 Hours
