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Duration 21 hours
Course Outline
Module 1 – Introduction to Dynamics 365 Finance & Operations
- Overview of key features in Finance and Supply Chain Management
- ERP interface architecture and system navigation
Module 2 – Vendor and Customer Management
- Establishing vendor and customer profiles with proper categorization
- Managing vendor partnerships and approval processes
Module 3 – Tax Configuration
- Defining VAT structures and tax authority details
- Assigning tax groups and specific tax codes
Module 4 – Purchase Orders, Invoices, and Payments
- Generation and administration of purchase orders
- Processing invoice postings and approval cycles
- Scheduling payments and reconciling transactions
Module 5 – Inventory and Logistics Operations
- Monitoring inventory levels and warehouse operations
- Managing inbound and outbound goods flows
- Configuring logistics settings and parameters
Module 6 – Process Flows in Accounting and Procurement
- Complete cycle of procurement and payment processing
- Integrating general ledger with subledger accounts
Module 7 – Functional Support Case Studies
- Addressing typical configuration challenges
- Performing validation checks and handling exceptions
- Identifying errors and documenting resolutions
Summary and Next Steps
Requirements
- Solid grasp of financial and supply chain procedures within ERP frameworks
- Prior experience with SAP or other enterprise ERP systems
- Knowledge of accounting, buying, and stock management workflows
Target Audience
- Finance and supply chain specialists transitioning to Dynamics 365
- Functional consultants for ERP systems
- In-house support groups in charge of system setup and verification
