Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 21 hours
Course Outline
Module 1 – Overview of Dynamics 365 Finance & Operations
- Functional breakdown of Finance and SCM modules
- ERP architecture and user navigation
Module 2 – Managing Vendors and Customers
- Creating and classifying vendor and customer records
- Vendor collaboration and approval procedures
Module 3 – Configuring Taxes
- Establishing VAT and tax authority settings
- Defining tax groups and codes
Module 4 – Purchase Orders, Invoices, and Payments
- Generating and overseeing purchase orders
- Invoice posting and approval mechanisms
- Scheduling and reconciling payments
Module 5 – Inventory and Logistics Management
- Monitoring inventory and warehouse operations
- Handling inbound and outbound activities
- Setting up logistics and defining parameters
Module 6 – Workflows in Accounting and Procurement
- The complete procurement and payment cycle
- Integration of general ledgers and subledgers
Module 7 – Practical Functional Support Scenarios
- Typical configuration use cases
- Validation checks and managing exceptions
- Diagnosing errors and documenting solutions
Summary and Recommendations for Further Learning
Requirements
- Knowledge of financial and supply chain processes within ERP environments
- Prior experience with SAP or other enterprise ERP platforms
- Familiarity with workflows in accounting, procurement, and inventory management
Target Audience
- Finance and supply chain specialists transitioning to Dynamics 365
- ERP functional consultants
- In-house support teams handling configuration and validation tasks
