Mastering Microsoft Dynamics 365 for Finance and Operations Implementation Essentials
Course Overview This comprehensive course is designed to equip participants with the skills and knowledge required to implement Microsoft Dynamics 365 for Finance and Operations effectively. Upon completion, participants will receive a certificate issued by The Art of Service.
Course Curriculum Module 1: Introduction to Microsoft Dynamics 365 for Finance and Operations
- Overview of Microsoft Dynamics 365
- Key Features and Benefits
- Finance and Operations Module Overview
- Implementation Essentials
Module 2: Configuring Dynamics 365 for Finance and Operations
- Setting up the Environment
- Configuring Security and Access
- Defining Organizational Structure
- Configuring Financial Parameters
- Setting up Number Sequences and Date Intervals
Module 3: Master Data Management
- Overview of Master Data
- Configuring and Managing Customers and Vendors
- Creating and Managing Products and Services
- Managing Inventory and Warehousing
- Configuring and Managing Chart of Accounts
Module 4: Financial Management
- General Ledger Configuration and Management
- Accounts Payable and Accounts Receivable
- Cash and Bank Management
- Financial Reporting and Analysis
- Budgeting and Forecasting
Module 5: Procurement and Sourcing
- Procurement Process Overview
- Configuring Procurement Parameters
- Creating and Managing Purchase Orders
- Vendor Management and Collaboration
- Procurement Reporting and Analysis
Module 6: Supply Chain Management
- Supply Chain Process Overview
- Configuring Supply Chain Parameters
- Managing Inventory and Warehousing
- Production Planning and Execution
- Supply Chain Reporting and Analysis
Module 7: Implementation Methodologies and Best Practices
- Implementation Methodologies Overview
- Microsoft Dynamics 365 Implementation Best Practices
- Change Management and Adoption
- Testing and Quality Assurance
- Go-Live and Post-Implementation Support
Module 8: Integration and Data Migration
- Integration Options and Scenarios
- Data Migration Strategies and Best Practices
- Using Data Management Framework
- Integrating with Other Microsoft Products
- Integrating with Third-Party Solutions
Module 9: Security, Compliance, and Governance
- Security Overview and Best Practices
- Configuring Security Roles and Permissions
- Compliance and Regulatory Requirements
- Data Management and Retention
- Audit and Compliance Reporting
Module 10: Reporting and Analytics
- Reporting Options and Tools
- Creating and Customizing Reports
- Using Power BI for Analytics
- Configuring and Using Dashboards
- Advanced Reporting and Analytics
Course Features - Interactive and Engaging Content
- Comprehensive and Up-to-date Curriculum
- Personalized Learning Experience
- Practical and Real-world Applications
- High-quality Content and Expert Instructors
- Certification upon Completion
- Flexible Learning Options
- User-friendly and Mobile-accessible Platform
- Community-driven and Supportive Environment
- Actionable Insights and Hands-on Projects
- Bite-sized Lessons and Lifetime Access
- Gamification and Progress Tracking
Certification Upon completing this course, participants will receive a certificate issued by The Art of Service, validating their skills and knowledge in implementing Microsoft Dynamics 365 for Finance and Operations.,
Module 1: Introduction to Microsoft Dynamics 365 for Finance and Operations
- Overview of Microsoft Dynamics 365
- Key Features and Benefits
- Finance and Operations Module Overview
- Implementation Essentials
Module 2: Configuring Dynamics 365 for Finance and Operations
- Setting up the Environment
- Configuring Security and Access
- Defining Organizational Structure
- Configuring Financial Parameters
- Setting up Number Sequences and Date Intervals
Module 3: Master Data Management
- Overview of Master Data
- Configuring and Managing Customers and Vendors
- Creating and Managing Products and Services
- Managing Inventory and Warehousing
- Configuring and Managing Chart of Accounts
Module 4: Financial Management
- General Ledger Configuration and Management
- Accounts Payable and Accounts Receivable
- Cash and Bank Management
- Financial Reporting and Analysis
- Budgeting and Forecasting
Module 5: Procurement and Sourcing
- Procurement Process Overview
- Configuring Procurement Parameters
- Creating and Managing Purchase Orders
- Vendor Management and Collaboration
- Procurement Reporting and Analysis
Module 6: Supply Chain Management
- Supply Chain Process Overview
- Configuring Supply Chain Parameters
- Managing Inventory and Warehousing
- Production Planning and Execution
- Supply Chain Reporting and Analysis
Module 7: Implementation Methodologies and Best Practices
- Implementation Methodologies Overview
- Microsoft Dynamics 365 Implementation Best Practices
- Change Management and Adoption
- Testing and Quality Assurance
- Go-Live and Post-Implementation Support
Module 8: Integration and Data Migration
- Integration Options and Scenarios
- Data Migration Strategies and Best Practices
- Using Data Management Framework
- Integrating with Other Microsoft Products
- Integrating with Third-Party Solutions
Module 9: Security, Compliance, and Governance
- Security Overview and Best Practices
- Configuring Security Roles and Permissions
- Compliance and Regulatory Requirements
- Data Management and Retention
- Audit and Compliance Reporting
Module 10: Reporting and Analytics
- Reporting Options and Tools
- Creating and Customizing Reports
- Using Power BI for Analytics
- Configuring and Using Dashboards
- Advanced Reporting and Analytics