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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
- Basic understanding of financial and accounting principles
- Experience with ERP systems (preferred but not required)
- Familiarity with business processes related to treasury and finance
Audience
- Treasury professionals using Dynamics 365
- Accounting analysts and financial managers
- ERP users looking to maximize Dynamics 365 capabilities
14 Hours
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from €4560 online delivery, based on a group of 2 delegates, €1440 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
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Testimonials (1)
I learnt that we underutilize the system we work on and enjoyed every apsect.
