Mastering Microsoft Dynamics 365: A Step-by-Step Guide to Finance and Operations
This comprehensive course is designed to help you master the finance and operations aspects of Microsoft Dynamics 365. With a step-by-step approach, you'll learn how to configure, implement, and manage Dynamics 365 to meet your organization's needs. Upon completion of this course, participants will receive a certificate issued by The Art of Service.Course Features - Interactive and engaging learning experience
- Comprehensive and up-to-date content
- Personalized learning approach
- Practical and real-world applications
- High-quality content developed by expert instructors
- Certification upon completion
- Flexible learning options
- User-friendly and mobile-accessible platform
- Community-driven learning environment
- Actionable insights and hands-on projects
- Bite-sized lessons and lifetime access
- Gamification and progress tracking
Course Outline Chapter 1: Introduction to Microsoft Dynamics 365
Topic 1.1: Overview of Dynamics 365
- Introduction to Dynamics 365
- History and evolution of Dynamics 365
- Key features and benefits of Dynamics 365
Topic 1.2: Dynamics 365 Modules and Components
- Overview of Dynamics 365 modules
- Financial management module
- Operations management module
- Supply chain management module
Chapter 2: Setting Up and Configuring Dynamics 365
Topic 2.1: Setting Up Dynamics 365
- System requirements and installation
- Initial setup and configuration
- Creating and managing companies
Topic 2.2: Configuring Financial Management
- Configuring financial management settings
- Setting up and managing currencies
- Creating and managing financial dimensions
Chapter 3: Financial Management in Dynamics 365
Topic 3.1: General Ledger and Journal Entries
- Creating and managing general ledger accounts
- Posting and managing journal entries
- Reconciling and closing the general ledger
Topic 3.2: Accounts Payable and Accounts Receivable
- Creating and managing vendor and customer accounts
- Posting and managing invoices and payments
- Reconciling and closing accounts payable and accounts receivable
Chapter 4: Operations Management in Dynamics 365
Topic 4.1: Production and Manufacturing
- Creating and managing production orders
- Managing and tracking production processes
- Reporting and analyzing production data
Topic 4.2: Inventory and Warehouse Management
- Creating and managing inventory items
- Managing and tracking inventory levels
- Reporting and analyzing inventory data
Chapter 5: Supply Chain Management in Dynamics 365
Topic 5.1: Procurement and Sourcing
- Creating and managing procurement processes
- Managing and tracking procurement orders
- Reporting and analyzing procurement data
Topic 5.2: Logistics and Transportation
- Creating and managing logistics and transportation processes
- Managing and tracking shipments and deliveries
- Reporting and analyzing logistics and transportation data
Chapter 6: Reporting and Analytics in Dynamics 365
Topic 6.1: Financial Reporting
- Creating and managing financial reports
- Analyzing and interpreting financial data
- Reporting and compliance requirements
Topic 6.2: Operational Reporting
- Creating and managing operational reports
- Analyzing and interpreting operational data
- Reporting and compliance requirements
Chapter 7: Implementing and Managing Dynamics 365
Topic 7.1: Implementation Planning
- Defining implementation scope and goals
- Creating an implementation plan and timeline
- Identifying and managing implementation risks
Topic 7.2: Managing and Maintaining Dynamics 365
- Managing and maintaining system security
- Monitoring and troubleshooting system performance
- Applying updates and patches
,
Chapter 1: Introduction to Microsoft Dynamics 365
Topic 1.1: Overview of Dynamics 365
- Introduction to Dynamics 365
- History and evolution of Dynamics 365
- Key features and benefits of Dynamics 365
Topic 1.2: Dynamics 365 Modules and Components
- Overview of Dynamics 365 modules
- Financial management module
- Operations management module
- Supply chain management module
Chapter 2: Setting Up and Configuring Dynamics 365
Topic 2.1: Setting Up Dynamics 365
- System requirements and installation
- Initial setup and configuration
- Creating and managing companies
Topic 2.2: Configuring Financial Management
- Configuring financial management settings
- Setting up and managing currencies
- Creating and managing financial dimensions
Chapter 3: Financial Management in Dynamics 365
Topic 3.1: General Ledger and Journal Entries
- Creating and managing general ledger accounts
- Posting and managing journal entries
- Reconciling and closing the general ledger
Topic 3.2: Accounts Payable and Accounts Receivable
- Creating and managing vendor and customer accounts
- Posting and managing invoices and payments
- Reconciling and closing accounts payable and accounts receivable
Chapter 4: Operations Management in Dynamics 365
Topic 4.1: Production and Manufacturing
- Creating and managing production orders
- Managing and tracking production processes
- Reporting and analyzing production data
Topic 4.2: Inventory and Warehouse Management
- Creating and managing inventory items
- Managing and tracking inventory levels
- Reporting and analyzing inventory data
Chapter 5: Supply Chain Management in Dynamics 365
Topic 5.1: Procurement and Sourcing
- Creating and managing procurement processes
- Managing and tracking procurement orders
- Reporting and analyzing procurement data
Topic 5.2: Logistics and Transportation
- Creating and managing logistics and transportation processes
- Managing and tracking shipments and deliveries
- Reporting and analyzing logistics and transportation data
Chapter 6: Reporting and Analytics in Dynamics 365
Topic 6.1: Financial Reporting
- Creating and managing financial reports
- Analyzing and interpreting financial data
- Reporting and compliance requirements
Topic 6.2: Operational Reporting
- Creating and managing operational reports
- Analyzing and interpreting operational data
- Reporting and compliance requirements
Chapter 7: Implementing and Managing Dynamics 365
Topic 7.1: Implementation Planning
- Defining implementation scope and goals
- Creating an implementation plan and timeline
- Identifying and managing implementation risks
Topic 7.2: Managing and Maintaining Dynamics 365
- Managing and maintaining system security
- Monitoring and troubleshooting system performance
- Applying updates and patches