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Duration 21 hours
Course Outline
Module 1 – Introduction to Dynamics 365 Finance & Operations
- Functional overview of the Finance and SCM modules
- ERP architecture and navigation basics
Module 2 – Vendor and Customer Management
- Creating and classifying vendors and customers
- Vendor collaboration and approval processes
Module 3 – Tax Configuration
- Configuring VAT and tax authorities
- Managing tax groups and codes
Module 4 – Purchase Orders, Invoices, and Payments
- Creating and managing purchase orders
- Invoice posting and approval procedures
- Payment scheduling and matching
Module 5 – Inventory and Logistics Operations
- Inventory tracking and warehouse management
- Inbound and outbound operations
- Logistics setup and parameter configuration
Module 6 – Process Flows in Accounting and Procurement
- End-to-end procurement and payment cycles
- Integration of general ledger and subledgers
Module 7 – Functional Support Case Studies
- Typical configuration scenarios
- Validation and exception management
- Error diagnosis and documentation
Summary and Next Steps
Requirements
- A solid grasp of financial and supply chain procedures in ERP systems
- Prior experience utilizing SAP or other enterprise ERP platforms
- Familiarity with workflows related to accounting, procurement, and inventory management
Target Audience
- Finance and supply chain professionals transitioning to Dynamics 365
- ERP functional consultants
- Internal support teams tasked with configuration and validation
