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Duration 21 hours
Course Outline
Module 1 – Introduction to Dynamics 365 Finance & Operations
- Functional insights into Finance and SCM modules
- ERP architecture and navigation
Module 2 – Vendor and Customer Management
- Establishing and categorizing vendor and customer records
- Vendor collaboration and approval mechanisms
Module 3 – Tax Configuration
- Configuring VAT and tax authorities
- Defining tax groups and codes
Module 4 – Purchase Orders, Invoices, and Payments
- Formulating and overseeing purchase orders
- Invoice posting and approval procedures
- Scheduling and reconciling payments
Module 5 – Inventory and Logistics Operations
- Inventory tracking and warehouse management
- Managing inbound and outbound operations
- Logistics setup and parameter adjustment
Module 6 – Process Flows in Accounting and Procurement
- The complete procurement and payment lifecycle
- Integration of general ledger and subledger
Module 7 – Functional Support Case Studies
- Typical configuration scenarios
- Validation and managing exceptions
- Diagnosing errors and maintaining documentation
Summary and Next Steps
Requirements
- Knowledge of financial and supply chain processes within ERP environments
- Hands-on experience with SAP or other enterprise ERP systems
- Proficiency in accounting, procurement, and inventory management procedures
Target Audience
- Finance and supply chain experts transitioning to Dynamics 365
- ERP functional consultants
- Internal support teams handling configuration and validation tasks
