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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
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 4800 € + VAT*
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Testimonials (2)
The instructor's knowledge and their ability to convey it provide a sense of security.
Ramon Mejia - universidad de cuautitlan izcalli
Course - Microsoft Dynamics 365 Sales
Machine Translated
I learnt that we underutilize the system we work on and enjoyed every apsect.
