Mastering Microsoft Dynamics 365 Finance and Operations Automation
You’re under pressure. Budgets are tightening, compliance risks are rising, and stakeholders demand real-time financial insights - but your systems are rigid, manual, and reactive. You know automation is the answer, but where do you start? How do you move from fragmented workflows to a fully integrated, intelligent finance engine without costly mistakes or extended downtime? Worse yet, you’re expected to deliver transformation with limited technical support and even less room for error. A failed automation project doesn’t just cost money - it erodes trust, stalls your career, and leaves your organisation vulnerable. But what if you could gain complete mastery of Microsoft Dynamics 365 Finance and Operations automation, from design to deployment, with total confidence in every decision you make? The solution is Mastering Microsoft Dynamics 365 Finance and Operations Automation - a premium learning pathway engineered for finance leads, operations architects, and transformation specialists who need to go from overwhelmed to in control in under 30 days. This course delivers a board-ready automation strategy, complete with a documented implementation roadmap and performance measurement framework, tailored to your enterprise environment. Take Sarah Lin, Senior Financial Systems Analyst at a Global Logistics Firm. After completing this course, she automated their month-end closing process, reducing processing time by 74% and eliminating three full-time manual review roles. Her initiative was fast-tracked to Group Finance leadership, and she was promoted to Automation Lead within two quarters. This isn’t just about learning a tool. It’s about gaining a competitive edge - a clear, documented ability to align automation with business goals, reduce operational risk, and position yourself as the go-to expert in one of the most in-demand enterprise skillsets today. You’ll stop guessing and start leading. Here’s how this course is structured to help you get there.Course Format & Delivery Details Self-Paced, On-Demand, Enterprise-Ready Access
Begin instantly with full online access, structured for professionals with real workloads. There are no fixed schedules or mandatory live sessions. Learn at your own pace, on your time, from any location. Most learners complete the core curriculum in 25 to 30 hours, with tangible results in as little as 10 days. Access is mobile-optimised and globally available 24/7. Whether you're working from the office, home, or on-site, your progress syncs seamlessly across devices, with full progress tracking and session continuity. Lifetime Access & Continuous Updates
Enrol once, master forever. You receive unlimited lifetime access to all course materials. Every major Dynamics 365 update, regulatory change, or new automation feature is reflected in ongoing content updates - at no additional cost. You’ll never pay for re-certification or version upgrades. Hands-On Learning with Real Systems, Real Processes
This is not theoretical. You’ll use live configuration environments, real ERP data models, and production-grade automation frameworks. Exercises are based on actual enterprise scenarios: multi-entity ledgers, cross-border tax automation, dynamic budget allocation, and operational workflow triggers. Expert-Led Support & Guidance
You’re not alone. Direct instructor access is included throughout your journey. Submit questions, get process-specific advice, and receive detailed feedback on your automation designs. Our support team consists of Microsoft Certified Dynamics 365 Consultants with 15+ years of field experience across manufacturing, healthcare, and financial services. Verified Certificate of Completion
Upon finishing all modules and submitting your capstone project, you’ll earn a Certificate of Completion issued by The Art of Service - a globally recognised accreditation trusted by enterprises in 95+ countries. This certificate is shareable on LinkedIn, verifiable with a unique ID, and demonstrates validated expertise in Dynamics 365 automation architecture. No Risk. No Hidden Fees. No Regrets.
The pricing is straightforward with no hidden fees, subscriptions, or renewal charges. One payment grants full access to all content, updates, and certification. - Secure payments accepted via Visa, Mastercard, and PayPal
- Immediate confirmation email after enrolment
- Access details delivered separately once course materials are prepared
We offer a 30-day “Satisfied or Refunded” guarantee. If you complete the first four modules and don’t feel significantly more confident in designing, configuring, and justifying automation workflows, email us for a full refund - no questions asked. “Will This Work For Me?” - Let’s Address the Objection Head-On
Maybe you’re worried you don’t have enough technical background. Or perhaps your organisation uses a custom ERP setup with hybrid integrations. You’re not starting from scratch - you’re starting from experience. This course works even if:
You’ve only used Dynamics 365 for reporting.
Your last automation attempt failed due to poor user adoption.
You’re transitioning from legacy ERP systems like SAP or Oracle.
You’re not an IT specialist but need to lead digital transformation. Real practitioners have used this curriculum to secure budget approvals, design audit-compliant workflows, and reduce manual intervention in financial operations by over 60%. The step-by-step templates, decision matrices, and integration blueprints are built for real-world complexity. You’ll gain clarity, confidence, and career momentum - with maximum safety and zero long-term risk.
Module 1: Foundations of Dynamics 365 Finance and Operations - Understanding the core architecture of Dynamics 365 Finance and Operations
- Key differences between cloud, on-premise, and hybrid deployment models
- Navigating the user interface and workspace customisation
- Role-based access controls and security models
- Defining legal entities, operating units, and financial dimensions
- Setting up and managing chart of accounts structures
- Managing fiscal calendars and year-end closing processes
- Configuring currency and exchange rate policies
- Understanding data entities and record relationships
- Introduction to lifecycle services (LCS) and environment management
- Using environment templates for staging and testing
- Performing data imports and exports with Data Management Framework
- Validating data integrity across multiple entities
- Managing configuration keys and feature activation
- Baseline principles of financial reporting and audit trails
Module 2: Automation Strategy and Business Process Mapping - Identifying high-impact automation opportunities in finance and operations
- Using process mining to visualise current-state workflows
- Mapping financial processes: procure-to-pay, order-to-cash, record-to-report
- Conducting time and cost analysis of manual activities
- Developing automation prioritisation matrices
- Aligning automation goals with business objectives
- Creating stakeholder alignment with RACI charts
- Determining automation feasibility and risk profiles
- Establishing KPIs for automation success
- Developing communication plans for change management
- Integrating automation into digital transformation roadmaps
- Using Lean Six Sigma principles to eliminate process waste
- Designing future-state process models with automation in mind
- Validating automation design with cross-functional teams
- Documenting automation requirements for IT handoff
Module 3: Workflow Automation and Task Management - Understanding the Dynamics 365 workflow engine
- Creating custom workflow templates for approvals
- Automating purchase requisition and purchase order approvals
- Designing multi-level approval hierarchies
- Setting up conditional branching in approval flows
- Configuring email notifications and reminders
- Managing workflow exceptions and escalations
- Monitoring workflow performance with analytics
- Using power automate with Dynamics 365 workflows
- Integrating manual tasks into automated sequences
- Managing timeout policies and delegation rules
- Testing workflow logic with simulated data
- Deploying workflows across multiple legal entities
- Versioning and change control for workflow updates
- Using audit logs to track workflow execution
Module 4: Intelligent Automation with AI and Power Platform - Connecting Dynamics 365 to Power Automate
- Building cloud flows for financial process triggers
- Automating invoice processing with AI Builder
- Configuring document processing models for receipts and POs
- Using form processing to extract financial data
- Setting up prediction models for cash flow forecasting
- Integrating Power Bi for visual automation dashboards
- Creating adaptive cards for mobile approvals
- Using business process flows with stage gates
- Applying AI scoring to vendor risk assessments
- Automating journal entry validation with rules
- Setting up anomaly detection for financial transactions
- Using sentiment analysis on customer service interactions
- Deploying bots for routine finance queries
- Monitoring AI model performance and retraining cycles
Module 5: Financial Process Automation - Automating general ledger journal entries and posting
- Setting up recurring journals and allocation rules
- Automating intercompany transaction processing
- Configuring fixed asset depreciation schedules
- Automating fixed asset acquisitions and disposals
- Setting up cash and bank management automation
- Automating bank reconciliation processes
- Creating electronic payment files for vendors
- Automating customer invoicing and dunning notices
- Configuring credit limit checks and approval workflows
- Automating month-end close checklists
- Using task management for close coordination
- Integrating management reporting with automated data feeds
- Automating financial statement generation
- Setting up budget planning and allocation workflows
Module 6: Procurement and Vendor Automation - Automating vendor onboarding and master data creation
- Setting up vendor evaluation and risk scoring
- Automating purchase requisition creation
- Configuring dynamic sourcing and RFQ workflows
- Automating three-way match for invoices
- Setting up goods receipt and quality inspection triggers
- Automating early payment discounts and dynamic discounting
- Using predictive analytics for vendor payment timing
- Configuring automated contract renewals
- Integrating vendor portals for self-service updates
- Automating invoice exception handling
- Creating analytics dashboards for procurement performance
- Setting up spend category automation rules
- Automating supplier diversity reporting
- Using AI to detect duplicate vendor records
Module 7: Sales and Order Management Automation - Automating sales order entry from multiple channels
- Setting up price and discount approval workflows
- Automating credit checks during order creation
- Configuring available-to-promise (ATP) automation
- Automating drop-ship order processing
- Integrating CRM with order management workflows
- Automating sales commission calculations
- Setting up revenue recognition rules and schedules
- Automating intercompany order routing
- Using forecasting models to drive inventory replenishment
- Creating automated customer statement generation
- Setting up upsell and cross-sell triggers
- Automating customer portal updates
- Monitoring order fulfilment KPIs in real time
- Automating return material authorisation (RMA) processes
Module 8: Inventory and Supply Chain Automation - Configuring automated inventory replenishment rules
- Setting up minimum and maximum stock level alerts
- Automating transfer order creation across warehouses
- Using predictive analytics for demand planning
- Automating cycle counting schedules
- Setting up quality control inspection triggers
- Automating freight cost calculation and allocation
- Integrating IoT data for real-time inventory tracking
- Using machine learning for lead time forecasting
- Automating consignment inventory updates
- Configuring automated production order releases
- Setting up shop floor data collection triggers
- Automating batch and serial number tracking
- Using digital twins for warehouse simulation
- Automating expiry date monitoring and alerts
Module 9: Reporting, Analytics, and Compliance Automation - Creating automated financial report packs
- Scheduling report distribution to stakeholders
- Using Power BI for real-time financial dashboards
- Automating regulatory reporting: VAT, GST, SOX
- Configuring audit-ready transaction logs
- Automating compliance checklist generation
- Setting up segregation of duties (SoD) monitoring
- Using AI to detect policy violations
- Automating internal control testing
- Generating documentation for external auditors
- Setting up real-time fraud detection rules
- Automating data privacy compliance: GDPR, CCPA
- Creating custom analytics using X++ code extensions
- Exporting reports to secure, version-controlled repositories
- Automating board-level performance scorecards
Module 10: Integration and Data Flow Automation - Understanding integration patterns: ETL, event-driven, API-first
- Using dual-write for real-time data synchronisation
- Configuring data entities for integration
- Setting up OData and REST API endpoints
- Automating data sync between Finance and Supply Chain
- Integrating with Azure Event Hub for streaming data
- Using Logic Apps for complex orchestration
- Automating error handling and retry logic
- Monitoring integration health with dashboards
- Setting up alerts for failed synchronisations
- Using data mapping templates for faster onboarding
- Automating master data governance across systems
- Integrating with HR systems for cost allocation
- Automating project accounting data flows
- Validating data integrity after integration
Module 11: User Adoption and Change Management - Designing role-based dashboards and task guides
- Creating automated training workflows for new users
- Using guided tours for system onboarding
- Configuring favourites and personalisations
- Automating user provisioning and deactivation
- Setting up in-app notifications for process changes
- Using analytics to track feature adoption rates
- Identifying power users for peer support networks
- Automating feedback collection from end users
- Creating knowledge base articles from common queries
- Integrating with Microsoft Teams for support
- Designing mobile-first experiences for field users
- Using heatmaps to improve interface usability
- Automating user access reviews for compliance
- Measuring ROI of user adoption initiatives
Module 12: Advanced Configuration and Customisation - Extending standard functionality with overlayering
- Using extensions instead of customisations for future upgrades
- Creating custom forms and data sources
- Writing X++ classes for business logic automation
- Using event handlers to trigger custom actions
- Debugging and testing custom code
- Configuring number sequences for custom modules
- Setting up custom financial dimensions
- Creating calculated fields in reports
- Using data policies for field-level security
- Automating data cleanup with batch jobs
- Configuring document attachments and metadata
- Setting up email templates for automated communication
- Using document routing for approval workflows
- Validating custom logic with unit testing
Module 13: Capstone Project – Build Your Automation Blueprint - Selecting a real-world business process for automation
- Mapping the current state with process documentation
- Identifying pain points and automation opportunities
- Designing the future-state workflow with triggers
- Configuring approval rules and escalation paths
- Building integration points with external systems
- Defining KPIs and success metrics
- Creating a risk mitigation and rollback plan
- Developing a user adoption and training strategy
- Generating a cost-benefit analysis
- Documenting technical specifications for IT
- Presenting your automation blueprint for review
- Incorporating feedback into final version
- Submitting for final assessment and certification
- Receiving expert review and improvement recommendations
Module 14: Certification, Career Advancement & Next Steps - Preparing for the Certificate of Completion assessment
- Reviewing key automation design principles
- Submitting your completed capstone project
- Receiving feedback and official certification
- Accessing the alumni network of certified professionals
- Listing your credentials on LinkedIn and resume
- Using your certification to lead automation projects
- Applying for roles: Dynamics 365 Consultant, Automation Architect
- Negotiating salary increases with verified expertise
- Accessing job board partnerships and career coaching
- Continuing your journey with advanced specialisations
- Staying updated with monthly expert insights
- Receiving invitations to partner-led roundtables
- Joining the global community of automation leaders
- Exploring Microsoft certification pathways and exams
- Understanding the core architecture of Dynamics 365 Finance and Operations
- Key differences between cloud, on-premise, and hybrid deployment models
- Navigating the user interface and workspace customisation
- Role-based access controls and security models
- Defining legal entities, operating units, and financial dimensions
- Setting up and managing chart of accounts structures
- Managing fiscal calendars and year-end closing processes
- Configuring currency and exchange rate policies
- Understanding data entities and record relationships
- Introduction to lifecycle services (LCS) and environment management
- Using environment templates for staging and testing
- Performing data imports and exports with Data Management Framework
- Validating data integrity across multiple entities
- Managing configuration keys and feature activation
- Baseline principles of financial reporting and audit trails
Module 2: Automation Strategy and Business Process Mapping - Identifying high-impact automation opportunities in finance and operations
- Using process mining to visualise current-state workflows
- Mapping financial processes: procure-to-pay, order-to-cash, record-to-report
- Conducting time and cost analysis of manual activities
- Developing automation prioritisation matrices
- Aligning automation goals with business objectives
- Creating stakeholder alignment with RACI charts
- Determining automation feasibility and risk profiles
- Establishing KPIs for automation success
- Developing communication plans for change management
- Integrating automation into digital transformation roadmaps
- Using Lean Six Sigma principles to eliminate process waste
- Designing future-state process models with automation in mind
- Validating automation design with cross-functional teams
- Documenting automation requirements for IT handoff
Module 3: Workflow Automation and Task Management - Understanding the Dynamics 365 workflow engine
- Creating custom workflow templates for approvals
- Automating purchase requisition and purchase order approvals
- Designing multi-level approval hierarchies
- Setting up conditional branching in approval flows
- Configuring email notifications and reminders
- Managing workflow exceptions and escalations
- Monitoring workflow performance with analytics
- Using power automate with Dynamics 365 workflows
- Integrating manual tasks into automated sequences
- Managing timeout policies and delegation rules
- Testing workflow logic with simulated data
- Deploying workflows across multiple legal entities
- Versioning and change control for workflow updates
- Using audit logs to track workflow execution
Module 4: Intelligent Automation with AI and Power Platform - Connecting Dynamics 365 to Power Automate
- Building cloud flows for financial process triggers
- Automating invoice processing with AI Builder
- Configuring document processing models for receipts and POs
- Using form processing to extract financial data
- Setting up prediction models for cash flow forecasting
- Integrating Power Bi for visual automation dashboards
- Creating adaptive cards for mobile approvals
- Using business process flows with stage gates
- Applying AI scoring to vendor risk assessments
- Automating journal entry validation with rules
- Setting up anomaly detection for financial transactions
- Using sentiment analysis on customer service interactions
- Deploying bots for routine finance queries
- Monitoring AI model performance and retraining cycles
Module 5: Financial Process Automation - Automating general ledger journal entries and posting
- Setting up recurring journals and allocation rules
- Automating intercompany transaction processing
- Configuring fixed asset depreciation schedules
- Automating fixed asset acquisitions and disposals
- Setting up cash and bank management automation
- Automating bank reconciliation processes
- Creating electronic payment files for vendors
- Automating customer invoicing and dunning notices
- Configuring credit limit checks and approval workflows
- Automating month-end close checklists
- Using task management for close coordination
- Integrating management reporting with automated data feeds
- Automating financial statement generation
- Setting up budget planning and allocation workflows
Module 6: Procurement and Vendor Automation - Automating vendor onboarding and master data creation
- Setting up vendor evaluation and risk scoring
- Automating purchase requisition creation
- Configuring dynamic sourcing and RFQ workflows
- Automating three-way match for invoices
- Setting up goods receipt and quality inspection triggers
- Automating early payment discounts and dynamic discounting
- Using predictive analytics for vendor payment timing
- Configuring automated contract renewals
- Integrating vendor portals for self-service updates
- Automating invoice exception handling
- Creating analytics dashboards for procurement performance
- Setting up spend category automation rules
- Automating supplier diversity reporting
- Using AI to detect duplicate vendor records
Module 7: Sales and Order Management Automation - Automating sales order entry from multiple channels
- Setting up price and discount approval workflows
- Automating credit checks during order creation
- Configuring available-to-promise (ATP) automation
- Automating drop-ship order processing
- Integrating CRM with order management workflows
- Automating sales commission calculations
- Setting up revenue recognition rules and schedules
- Automating intercompany order routing
- Using forecasting models to drive inventory replenishment
- Creating automated customer statement generation
- Setting up upsell and cross-sell triggers
- Automating customer portal updates
- Monitoring order fulfilment KPIs in real time
- Automating return material authorisation (RMA) processes
Module 8: Inventory and Supply Chain Automation - Configuring automated inventory replenishment rules
- Setting up minimum and maximum stock level alerts
- Automating transfer order creation across warehouses
- Using predictive analytics for demand planning
- Automating cycle counting schedules
- Setting up quality control inspection triggers
- Automating freight cost calculation and allocation
- Integrating IoT data for real-time inventory tracking
- Using machine learning for lead time forecasting
- Automating consignment inventory updates
- Configuring automated production order releases
- Setting up shop floor data collection triggers
- Automating batch and serial number tracking
- Using digital twins for warehouse simulation
- Automating expiry date monitoring and alerts
Module 9: Reporting, Analytics, and Compliance Automation - Creating automated financial report packs
- Scheduling report distribution to stakeholders
- Using Power BI for real-time financial dashboards
- Automating regulatory reporting: VAT, GST, SOX
- Configuring audit-ready transaction logs
- Automating compliance checklist generation
- Setting up segregation of duties (SoD) monitoring
- Using AI to detect policy violations
- Automating internal control testing
- Generating documentation for external auditors
- Setting up real-time fraud detection rules
- Automating data privacy compliance: GDPR, CCPA
- Creating custom analytics using X++ code extensions
- Exporting reports to secure, version-controlled repositories
- Automating board-level performance scorecards
Module 10: Integration and Data Flow Automation - Understanding integration patterns: ETL, event-driven, API-first
- Using dual-write for real-time data synchronisation
- Configuring data entities for integration
- Setting up OData and REST API endpoints
- Automating data sync between Finance and Supply Chain
- Integrating with Azure Event Hub for streaming data
- Using Logic Apps for complex orchestration
- Automating error handling and retry logic
- Monitoring integration health with dashboards
- Setting up alerts for failed synchronisations
- Using data mapping templates for faster onboarding
- Automating master data governance across systems
- Integrating with HR systems for cost allocation
- Automating project accounting data flows
- Validating data integrity after integration
Module 11: User Adoption and Change Management - Designing role-based dashboards and task guides
- Creating automated training workflows for new users
- Using guided tours for system onboarding
- Configuring favourites and personalisations
- Automating user provisioning and deactivation
- Setting up in-app notifications for process changes
- Using analytics to track feature adoption rates
- Identifying power users for peer support networks
- Automating feedback collection from end users
- Creating knowledge base articles from common queries
- Integrating with Microsoft Teams for support
- Designing mobile-first experiences for field users
- Using heatmaps to improve interface usability
- Automating user access reviews for compliance
- Measuring ROI of user adoption initiatives
Module 12: Advanced Configuration and Customisation - Extending standard functionality with overlayering
- Using extensions instead of customisations for future upgrades
- Creating custom forms and data sources
- Writing X++ classes for business logic automation
- Using event handlers to trigger custom actions
- Debugging and testing custom code
- Configuring number sequences for custom modules
- Setting up custom financial dimensions
- Creating calculated fields in reports
- Using data policies for field-level security
- Automating data cleanup with batch jobs
- Configuring document attachments and metadata
- Setting up email templates for automated communication
- Using document routing for approval workflows
- Validating custom logic with unit testing
Module 13: Capstone Project – Build Your Automation Blueprint - Selecting a real-world business process for automation
- Mapping the current state with process documentation
- Identifying pain points and automation opportunities
- Designing the future-state workflow with triggers
- Configuring approval rules and escalation paths
- Building integration points with external systems
- Defining KPIs and success metrics
- Creating a risk mitigation and rollback plan
- Developing a user adoption and training strategy
- Generating a cost-benefit analysis
- Documenting technical specifications for IT
- Presenting your automation blueprint for review
- Incorporating feedback into final version
- Submitting for final assessment and certification
- Receiving expert review and improvement recommendations
Module 14: Certification, Career Advancement & Next Steps - Preparing for the Certificate of Completion assessment
- Reviewing key automation design principles
- Submitting your completed capstone project
- Receiving feedback and official certification
- Accessing the alumni network of certified professionals
- Listing your credentials on LinkedIn and resume
- Using your certification to lead automation projects
- Applying for roles: Dynamics 365 Consultant, Automation Architect
- Negotiating salary increases with verified expertise
- Accessing job board partnerships and career coaching
- Continuing your journey with advanced specialisations
- Staying updated with monthly expert insights
- Receiving invitations to partner-led roundtables
- Joining the global community of automation leaders
- Exploring Microsoft certification pathways and exams
- Understanding the Dynamics 365 workflow engine
- Creating custom workflow templates for approvals
- Automating purchase requisition and purchase order approvals
- Designing multi-level approval hierarchies
- Setting up conditional branching in approval flows
- Configuring email notifications and reminders
- Managing workflow exceptions and escalations
- Monitoring workflow performance with analytics
- Using power automate with Dynamics 365 workflows
- Integrating manual tasks into automated sequences
- Managing timeout policies and delegation rules
- Testing workflow logic with simulated data
- Deploying workflows across multiple legal entities
- Versioning and change control for workflow updates
- Using audit logs to track workflow execution
Module 4: Intelligent Automation with AI and Power Platform - Connecting Dynamics 365 to Power Automate
- Building cloud flows for financial process triggers
- Automating invoice processing with AI Builder
- Configuring document processing models for receipts and POs
- Using form processing to extract financial data
- Setting up prediction models for cash flow forecasting
- Integrating Power Bi for visual automation dashboards
- Creating adaptive cards for mobile approvals
- Using business process flows with stage gates
- Applying AI scoring to vendor risk assessments
- Automating journal entry validation with rules
- Setting up anomaly detection for financial transactions
- Using sentiment analysis on customer service interactions
- Deploying bots for routine finance queries
- Monitoring AI model performance and retraining cycles
Module 5: Financial Process Automation - Automating general ledger journal entries and posting
- Setting up recurring journals and allocation rules
- Automating intercompany transaction processing
- Configuring fixed asset depreciation schedules
- Automating fixed asset acquisitions and disposals
- Setting up cash and bank management automation
- Automating bank reconciliation processes
- Creating electronic payment files for vendors
- Automating customer invoicing and dunning notices
- Configuring credit limit checks and approval workflows
- Automating month-end close checklists
- Using task management for close coordination
- Integrating management reporting with automated data feeds
- Automating financial statement generation
- Setting up budget planning and allocation workflows
Module 6: Procurement and Vendor Automation - Automating vendor onboarding and master data creation
- Setting up vendor evaluation and risk scoring
- Automating purchase requisition creation
- Configuring dynamic sourcing and RFQ workflows
- Automating three-way match for invoices
- Setting up goods receipt and quality inspection triggers
- Automating early payment discounts and dynamic discounting
- Using predictive analytics for vendor payment timing
- Configuring automated contract renewals
- Integrating vendor portals for self-service updates
- Automating invoice exception handling
- Creating analytics dashboards for procurement performance
- Setting up spend category automation rules
- Automating supplier diversity reporting
- Using AI to detect duplicate vendor records
Module 7: Sales and Order Management Automation - Automating sales order entry from multiple channels
- Setting up price and discount approval workflows
- Automating credit checks during order creation
- Configuring available-to-promise (ATP) automation
- Automating drop-ship order processing
- Integrating CRM with order management workflows
- Automating sales commission calculations
- Setting up revenue recognition rules and schedules
- Automating intercompany order routing
- Using forecasting models to drive inventory replenishment
- Creating automated customer statement generation
- Setting up upsell and cross-sell triggers
- Automating customer portal updates
- Monitoring order fulfilment KPIs in real time
- Automating return material authorisation (RMA) processes
Module 8: Inventory and Supply Chain Automation - Configuring automated inventory replenishment rules
- Setting up minimum and maximum stock level alerts
- Automating transfer order creation across warehouses
- Using predictive analytics for demand planning
- Automating cycle counting schedules
- Setting up quality control inspection triggers
- Automating freight cost calculation and allocation
- Integrating IoT data for real-time inventory tracking
- Using machine learning for lead time forecasting
- Automating consignment inventory updates
- Configuring automated production order releases
- Setting up shop floor data collection triggers
- Automating batch and serial number tracking
- Using digital twins for warehouse simulation
- Automating expiry date monitoring and alerts
Module 9: Reporting, Analytics, and Compliance Automation - Creating automated financial report packs
- Scheduling report distribution to stakeholders
- Using Power BI for real-time financial dashboards
- Automating regulatory reporting: VAT, GST, SOX
- Configuring audit-ready transaction logs
- Automating compliance checklist generation
- Setting up segregation of duties (SoD) monitoring
- Using AI to detect policy violations
- Automating internal control testing
- Generating documentation for external auditors
- Setting up real-time fraud detection rules
- Automating data privacy compliance: GDPR, CCPA
- Creating custom analytics using X++ code extensions
- Exporting reports to secure, version-controlled repositories
- Automating board-level performance scorecards
Module 10: Integration and Data Flow Automation - Understanding integration patterns: ETL, event-driven, API-first
- Using dual-write for real-time data synchronisation
- Configuring data entities for integration
- Setting up OData and REST API endpoints
- Automating data sync between Finance and Supply Chain
- Integrating with Azure Event Hub for streaming data
- Using Logic Apps for complex orchestration
- Automating error handling and retry logic
- Monitoring integration health with dashboards
- Setting up alerts for failed synchronisations
- Using data mapping templates for faster onboarding
- Automating master data governance across systems
- Integrating with HR systems for cost allocation
- Automating project accounting data flows
- Validating data integrity after integration
Module 11: User Adoption and Change Management - Designing role-based dashboards and task guides
- Creating automated training workflows for new users
- Using guided tours for system onboarding
- Configuring favourites and personalisations
- Automating user provisioning and deactivation
- Setting up in-app notifications for process changes
- Using analytics to track feature adoption rates
- Identifying power users for peer support networks
- Automating feedback collection from end users
- Creating knowledge base articles from common queries
- Integrating with Microsoft Teams for support
- Designing mobile-first experiences for field users
- Using heatmaps to improve interface usability
- Automating user access reviews for compliance
- Measuring ROI of user adoption initiatives
Module 12: Advanced Configuration and Customisation - Extending standard functionality with overlayering
- Using extensions instead of customisations for future upgrades
- Creating custom forms and data sources
- Writing X++ classes for business logic automation
- Using event handlers to trigger custom actions
- Debugging and testing custom code
- Configuring number sequences for custom modules
- Setting up custom financial dimensions
- Creating calculated fields in reports
- Using data policies for field-level security
- Automating data cleanup with batch jobs
- Configuring document attachments and metadata
- Setting up email templates for automated communication
- Using document routing for approval workflows
- Validating custom logic with unit testing
Module 13: Capstone Project – Build Your Automation Blueprint - Selecting a real-world business process for automation
- Mapping the current state with process documentation
- Identifying pain points and automation opportunities
- Designing the future-state workflow with triggers
- Configuring approval rules and escalation paths
- Building integration points with external systems
- Defining KPIs and success metrics
- Creating a risk mitigation and rollback plan
- Developing a user adoption and training strategy
- Generating a cost-benefit analysis
- Documenting technical specifications for IT
- Presenting your automation blueprint for review
- Incorporating feedback into final version
- Submitting for final assessment and certification
- Receiving expert review and improvement recommendations
Module 14: Certification, Career Advancement & Next Steps - Preparing for the Certificate of Completion assessment
- Reviewing key automation design principles
- Submitting your completed capstone project
- Receiving feedback and official certification
- Accessing the alumni network of certified professionals
- Listing your credentials on LinkedIn and resume
- Using your certification to lead automation projects
- Applying for roles: Dynamics 365 Consultant, Automation Architect
- Negotiating salary increases with verified expertise
- Accessing job board partnerships and career coaching
- Continuing your journey with advanced specialisations
- Staying updated with monthly expert insights
- Receiving invitations to partner-led roundtables
- Joining the global community of automation leaders
- Exploring Microsoft certification pathways and exams
- Automating general ledger journal entries and posting
- Setting up recurring journals and allocation rules
- Automating intercompany transaction processing
- Configuring fixed asset depreciation schedules
- Automating fixed asset acquisitions and disposals
- Setting up cash and bank management automation
- Automating bank reconciliation processes
- Creating electronic payment files for vendors
- Automating customer invoicing and dunning notices
- Configuring credit limit checks and approval workflows
- Automating month-end close checklists
- Using task management for close coordination
- Integrating management reporting with automated data feeds
- Automating financial statement generation
- Setting up budget planning and allocation workflows
Module 6: Procurement and Vendor Automation - Automating vendor onboarding and master data creation
- Setting up vendor evaluation and risk scoring
- Automating purchase requisition creation
- Configuring dynamic sourcing and RFQ workflows
- Automating three-way match for invoices
- Setting up goods receipt and quality inspection triggers
- Automating early payment discounts and dynamic discounting
- Using predictive analytics for vendor payment timing
- Configuring automated contract renewals
- Integrating vendor portals for self-service updates
- Automating invoice exception handling
- Creating analytics dashboards for procurement performance
- Setting up spend category automation rules
- Automating supplier diversity reporting
- Using AI to detect duplicate vendor records
Module 7: Sales and Order Management Automation - Automating sales order entry from multiple channels
- Setting up price and discount approval workflows
- Automating credit checks during order creation
- Configuring available-to-promise (ATP) automation
- Automating drop-ship order processing
- Integrating CRM with order management workflows
- Automating sales commission calculations
- Setting up revenue recognition rules and schedules
- Automating intercompany order routing
- Using forecasting models to drive inventory replenishment
- Creating automated customer statement generation
- Setting up upsell and cross-sell triggers
- Automating customer portal updates
- Monitoring order fulfilment KPIs in real time
- Automating return material authorisation (RMA) processes
Module 8: Inventory and Supply Chain Automation - Configuring automated inventory replenishment rules
- Setting up minimum and maximum stock level alerts
- Automating transfer order creation across warehouses
- Using predictive analytics for demand planning
- Automating cycle counting schedules
- Setting up quality control inspection triggers
- Automating freight cost calculation and allocation
- Integrating IoT data for real-time inventory tracking
- Using machine learning for lead time forecasting
- Automating consignment inventory updates
- Configuring automated production order releases
- Setting up shop floor data collection triggers
- Automating batch and serial number tracking
- Using digital twins for warehouse simulation
- Automating expiry date monitoring and alerts
Module 9: Reporting, Analytics, and Compliance Automation - Creating automated financial report packs
- Scheduling report distribution to stakeholders
- Using Power BI for real-time financial dashboards
- Automating regulatory reporting: VAT, GST, SOX
- Configuring audit-ready transaction logs
- Automating compliance checklist generation
- Setting up segregation of duties (SoD) monitoring
- Using AI to detect policy violations
- Automating internal control testing
- Generating documentation for external auditors
- Setting up real-time fraud detection rules
- Automating data privacy compliance: GDPR, CCPA
- Creating custom analytics using X++ code extensions
- Exporting reports to secure, version-controlled repositories
- Automating board-level performance scorecards
Module 10: Integration and Data Flow Automation - Understanding integration patterns: ETL, event-driven, API-first
- Using dual-write for real-time data synchronisation
- Configuring data entities for integration
- Setting up OData and REST API endpoints
- Automating data sync between Finance and Supply Chain
- Integrating with Azure Event Hub for streaming data
- Using Logic Apps for complex orchestration
- Automating error handling and retry logic
- Monitoring integration health with dashboards
- Setting up alerts for failed synchronisations
- Using data mapping templates for faster onboarding
- Automating master data governance across systems
- Integrating with HR systems for cost allocation
- Automating project accounting data flows
- Validating data integrity after integration
Module 11: User Adoption and Change Management - Designing role-based dashboards and task guides
- Creating automated training workflows for new users
- Using guided tours for system onboarding
- Configuring favourites and personalisations
- Automating user provisioning and deactivation
- Setting up in-app notifications for process changes
- Using analytics to track feature adoption rates
- Identifying power users for peer support networks
- Automating feedback collection from end users
- Creating knowledge base articles from common queries
- Integrating with Microsoft Teams for support
- Designing mobile-first experiences for field users
- Using heatmaps to improve interface usability
- Automating user access reviews for compliance
- Measuring ROI of user adoption initiatives
Module 12: Advanced Configuration and Customisation - Extending standard functionality with overlayering
- Using extensions instead of customisations for future upgrades
- Creating custom forms and data sources
- Writing X++ classes for business logic automation
- Using event handlers to trigger custom actions
- Debugging and testing custom code
- Configuring number sequences for custom modules
- Setting up custom financial dimensions
- Creating calculated fields in reports
- Using data policies for field-level security
- Automating data cleanup with batch jobs
- Configuring document attachments and metadata
- Setting up email templates for automated communication
- Using document routing for approval workflows
- Validating custom logic with unit testing
Module 13: Capstone Project – Build Your Automation Blueprint - Selecting a real-world business process for automation
- Mapping the current state with process documentation
- Identifying pain points and automation opportunities
- Designing the future-state workflow with triggers
- Configuring approval rules and escalation paths
- Building integration points with external systems
- Defining KPIs and success metrics
- Creating a risk mitigation and rollback plan
- Developing a user adoption and training strategy
- Generating a cost-benefit analysis
- Documenting technical specifications for IT
- Presenting your automation blueprint for review
- Incorporating feedback into final version
- Submitting for final assessment and certification
- Receiving expert review and improvement recommendations
Module 14: Certification, Career Advancement & Next Steps - Preparing for the Certificate of Completion assessment
- Reviewing key automation design principles
- Submitting your completed capstone project
- Receiving feedback and official certification
- Accessing the alumni network of certified professionals
- Listing your credentials on LinkedIn and resume
- Using your certification to lead automation projects
- Applying for roles: Dynamics 365 Consultant, Automation Architect
- Negotiating salary increases with verified expertise
- Accessing job board partnerships and career coaching
- Continuing your journey with advanced specialisations
- Staying updated with monthly expert insights
- Receiving invitations to partner-led roundtables
- Joining the global community of automation leaders
- Exploring Microsoft certification pathways and exams
- Automating sales order entry from multiple channels
- Setting up price and discount approval workflows
- Automating credit checks during order creation
- Configuring available-to-promise (ATP) automation
- Automating drop-ship order processing
- Integrating CRM with order management workflows
- Automating sales commission calculations
- Setting up revenue recognition rules and schedules
- Automating intercompany order routing
- Using forecasting models to drive inventory replenishment
- Creating automated customer statement generation
- Setting up upsell and cross-sell triggers
- Automating customer portal updates
- Monitoring order fulfilment KPIs in real time
- Automating return material authorisation (RMA) processes
Module 8: Inventory and Supply Chain Automation - Configuring automated inventory replenishment rules
- Setting up minimum and maximum stock level alerts
- Automating transfer order creation across warehouses
- Using predictive analytics for demand planning
- Automating cycle counting schedules
- Setting up quality control inspection triggers
- Automating freight cost calculation and allocation
- Integrating IoT data for real-time inventory tracking
- Using machine learning for lead time forecasting
- Automating consignment inventory updates
- Configuring automated production order releases
- Setting up shop floor data collection triggers
- Automating batch and serial number tracking
- Using digital twins for warehouse simulation
- Automating expiry date monitoring and alerts
Module 9: Reporting, Analytics, and Compliance Automation - Creating automated financial report packs
- Scheduling report distribution to stakeholders
- Using Power BI for real-time financial dashboards
- Automating regulatory reporting: VAT, GST, SOX
- Configuring audit-ready transaction logs
- Automating compliance checklist generation
- Setting up segregation of duties (SoD) monitoring
- Using AI to detect policy violations
- Automating internal control testing
- Generating documentation for external auditors
- Setting up real-time fraud detection rules
- Automating data privacy compliance: GDPR, CCPA
- Creating custom analytics using X++ code extensions
- Exporting reports to secure, version-controlled repositories
- Automating board-level performance scorecards
Module 10: Integration and Data Flow Automation - Understanding integration patterns: ETL, event-driven, API-first
- Using dual-write for real-time data synchronisation
- Configuring data entities for integration
- Setting up OData and REST API endpoints
- Automating data sync between Finance and Supply Chain
- Integrating with Azure Event Hub for streaming data
- Using Logic Apps for complex orchestration
- Automating error handling and retry logic
- Monitoring integration health with dashboards
- Setting up alerts for failed synchronisations
- Using data mapping templates for faster onboarding
- Automating master data governance across systems
- Integrating with HR systems for cost allocation
- Automating project accounting data flows
- Validating data integrity after integration
Module 11: User Adoption and Change Management - Designing role-based dashboards and task guides
- Creating automated training workflows for new users
- Using guided tours for system onboarding
- Configuring favourites and personalisations
- Automating user provisioning and deactivation
- Setting up in-app notifications for process changes
- Using analytics to track feature adoption rates
- Identifying power users for peer support networks
- Automating feedback collection from end users
- Creating knowledge base articles from common queries
- Integrating with Microsoft Teams for support
- Designing mobile-first experiences for field users
- Using heatmaps to improve interface usability
- Automating user access reviews for compliance
- Measuring ROI of user adoption initiatives
Module 12: Advanced Configuration and Customisation - Extending standard functionality with overlayering
- Using extensions instead of customisations for future upgrades
- Creating custom forms and data sources
- Writing X++ classes for business logic automation
- Using event handlers to trigger custom actions
- Debugging and testing custom code
- Configuring number sequences for custom modules
- Setting up custom financial dimensions
- Creating calculated fields in reports
- Using data policies for field-level security
- Automating data cleanup with batch jobs
- Configuring document attachments and metadata
- Setting up email templates for automated communication
- Using document routing for approval workflows
- Validating custom logic with unit testing
Module 13: Capstone Project – Build Your Automation Blueprint - Selecting a real-world business process for automation
- Mapping the current state with process documentation
- Identifying pain points and automation opportunities
- Designing the future-state workflow with triggers
- Configuring approval rules and escalation paths
- Building integration points with external systems
- Defining KPIs and success metrics
- Creating a risk mitigation and rollback plan
- Developing a user adoption and training strategy
- Generating a cost-benefit analysis
- Documenting technical specifications for IT
- Presenting your automation blueprint for review
- Incorporating feedback into final version
- Submitting for final assessment and certification
- Receiving expert review and improvement recommendations
Module 14: Certification, Career Advancement & Next Steps - Preparing for the Certificate of Completion assessment
- Reviewing key automation design principles
- Submitting your completed capstone project
- Receiving feedback and official certification
- Accessing the alumni network of certified professionals
- Listing your credentials on LinkedIn and resume
- Using your certification to lead automation projects
- Applying for roles: Dynamics 365 Consultant, Automation Architect
- Negotiating salary increases with verified expertise
- Accessing job board partnerships and career coaching
- Continuing your journey with advanced specialisations
- Staying updated with monthly expert insights
- Receiving invitations to partner-led roundtables
- Joining the global community of automation leaders
- Exploring Microsoft certification pathways and exams
- Creating automated financial report packs
- Scheduling report distribution to stakeholders
- Using Power BI for real-time financial dashboards
- Automating regulatory reporting: VAT, GST, SOX
- Configuring audit-ready transaction logs
- Automating compliance checklist generation
- Setting up segregation of duties (SoD) monitoring
- Using AI to detect policy violations
- Automating internal control testing
- Generating documentation for external auditors
- Setting up real-time fraud detection rules
- Automating data privacy compliance: GDPR, CCPA
- Creating custom analytics using X++ code extensions
- Exporting reports to secure, version-controlled repositories
- Automating board-level performance scorecards
Module 10: Integration and Data Flow Automation - Understanding integration patterns: ETL, event-driven, API-first
- Using dual-write for real-time data synchronisation
- Configuring data entities for integration
- Setting up OData and REST API endpoints
- Automating data sync between Finance and Supply Chain
- Integrating with Azure Event Hub for streaming data
- Using Logic Apps for complex orchestration
- Automating error handling and retry logic
- Monitoring integration health with dashboards
- Setting up alerts for failed synchronisations
- Using data mapping templates for faster onboarding
- Automating master data governance across systems
- Integrating with HR systems for cost allocation
- Automating project accounting data flows
- Validating data integrity after integration
Module 11: User Adoption and Change Management - Designing role-based dashboards and task guides
- Creating automated training workflows for new users
- Using guided tours for system onboarding
- Configuring favourites and personalisations
- Automating user provisioning and deactivation
- Setting up in-app notifications for process changes
- Using analytics to track feature adoption rates
- Identifying power users for peer support networks
- Automating feedback collection from end users
- Creating knowledge base articles from common queries
- Integrating with Microsoft Teams for support
- Designing mobile-first experiences for field users
- Using heatmaps to improve interface usability
- Automating user access reviews for compliance
- Measuring ROI of user adoption initiatives
Module 12: Advanced Configuration and Customisation - Extending standard functionality with overlayering
- Using extensions instead of customisations for future upgrades
- Creating custom forms and data sources
- Writing X++ classes for business logic automation
- Using event handlers to trigger custom actions
- Debugging and testing custom code
- Configuring number sequences for custom modules
- Setting up custom financial dimensions
- Creating calculated fields in reports
- Using data policies for field-level security
- Automating data cleanup with batch jobs
- Configuring document attachments and metadata
- Setting up email templates for automated communication
- Using document routing for approval workflows
- Validating custom logic with unit testing
Module 13: Capstone Project – Build Your Automation Blueprint - Selecting a real-world business process for automation
- Mapping the current state with process documentation
- Identifying pain points and automation opportunities
- Designing the future-state workflow with triggers
- Configuring approval rules and escalation paths
- Building integration points with external systems
- Defining KPIs and success metrics
- Creating a risk mitigation and rollback plan
- Developing a user adoption and training strategy
- Generating a cost-benefit analysis
- Documenting technical specifications for IT
- Presenting your automation blueprint for review
- Incorporating feedback into final version
- Submitting for final assessment and certification
- Receiving expert review and improvement recommendations
Module 14: Certification, Career Advancement & Next Steps - Preparing for the Certificate of Completion assessment
- Reviewing key automation design principles
- Submitting your completed capstone project
- Receiving feedback and official certification
- Accessing the alumni network of certified professionals
- Listing your credentials on LinkedIn and resume
- Using your certification to lead automation projects
- Applying for roles: Dynamics 365 Consultant, Automation Architect
- Negotiating salary increases with verified expertise
- Accessing job board partnerships and career coaching
- Continuing your journey with advanced specialisations
- Staying updated with monthly expert insights
- Receiving invitations to partner-led roundtables
- Joining the global community of automation leaders
- Exploring Microsoft certification pathways and exams
- Designing role-based dashboards and task guides
- Creating automated training workflows for new users
- Using guided tours for system onboarding
- Configuring favourites and personalisations
- Automating user provisioning and deactivation
- Setting up in-app notifications for process changes
- Using analytics to track feature adoption rates
- Identifying power users for peer support networks
- Automating feedback collection from end users
- Creating knowledge base articles from common queries
- Integrating with Microsoft Teams for support
- Designing mobile-first experiences for field users
- Using heatmaps to improve interface usability
- Automating user access reviews for compliance
- Measuring ROI of user adoption initiatives
Module 12: Advanced Configuration and Customisation - Extending standard functionality with overlayering
- Using extensions instead of customisations for future upgrades
- Creating custom forms and data sources
- Writing X++ classes for business logic automation
- Using event handlers to trigger custom actions
- Debugging and testing custom code
- Configuring number sequences for custom modules
- Setting up custom financial dimensions
- Creating calculated fields in reports
- Using data policies for field-level security
- Automating data cleanup with batch jobs
- Configuring document attachments and metadata
- Setting up email templates for automated communication
- Using document routing for approval workflows
- Validating custom logic with unit testing
Module 13: Capstone Project – Build Your Automation Blueprint - Selecting a real-world business process for automation
- Mapping the current state with process documentation
- Identifying pain points and automation opportunities
- Designing the future-state workflow with triggers
- Configuring approval rules and escalation paths
- Building integration points with external systems
- Defining KPIs and success metrics
- Creating a risk mitigation and rollback plan
- Developing a user adoption and training strategy
- Generating a cost-benefit analysis
- Documenting technical specifications for IT
- Presenting your automation blueprint for review
- Incorporating feedback into final version
- Submitting for final assessment and certification
- Receiving expert review and improvement recommendations
Module 14: Certification, Career Advancement & Next Steps - Preparing for the Certificate of Completion assessment
- Reviewing key automation design principles
- Submitting your completed capstone project
- Receiving feedback and official certification
- Accessing the alumni network of certified professionals
- Listing your credentials on LinkedIn and resume
- Using your certification to lead automation projects
- Applying for roles: Dynamics 365 Consultant, Automation Architect
- Negotiating salary increases with verified expertise
- Accessing job board partnerships and career coaching
- Continuing your journey with advanced specialisations
- Staying updated with monthly expert insights
- Receiving invitations to partner-led roundtables
- Joining the global community of automation leaders
- Exploring Microsoft certification pathways and exams
- Selecting a real-world business process for automation
- Mapping the current state with process documentation
- Identifying pain points and automation opportunities
- Designing the future-state workflow with triggers
- Configuring approval rules and escalation paths
- Building integration points with external systems
- Defining KPIs and success metrics
- Creating a risk mitigation and rollback plan
- Developing a user adoption and training strategy
- Generating a cost-benefit analysis
- Documenting technical specifications for IT
- Presenting your automation blueprint for review
- Incorporating feedback into final version
- Submitting for final assessment and certification
- Receiving expert review and improvement recommendations