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Course Outline
Module 1 – Introduction to Dynamics 365 Finance & Operations
- Functional overview of Finance and SCM modules
- ERP structure and navigation
Module 2 – Vendor and Customer Management
- Vendor and customer creation and classification
- Vendor collaboration and approval workflows
Module 3 – Tax Configuration
- Setting up VAT and tax authorities
- Tax groups and codes
Module 4 – Purchase Orders, Invoices, and Payments
- Creating and managing purchase orders
- Invoice posting and approval processes
- Payment scheduling and matching
Module 5 – Inventory and Logistics Operations
- Inventory tracking and warehousing
- Inbound/outbound operations
- Logistics setup and parameterization
Module 6 – Process Flows in Accounting and Procurement
- End-to-end procurement and payment cycle
- General ledger and subledger integration
Module 7 – Functional Support Case Studies
- Common configuration scenarios
- Validation and exception handling
- Error diagnosis and documentation
Summary and Next Steps
Requirements
- An understanding of financial and supply chain processes in ERP systems
- Experience using SAP or another enterprise ERP
- Familiarity with accounting, procurement, and inventory management workflows
Audience
- Finance and supply chain professionals migrating to Dynamics 365
- ERP functional consultants
- Internal support teams responsible for configuration and validation
21 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 €6840 online delivery, based on a group of 2 delegates, €2160 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.
