Microsoft Dynamics 365 for Finance and Operations Complete Self-Assessment Checklist Course
Course Overview This comprehensive course is designed to equip participants with the knowledge and skills required to effectively implement and manage Microsoft Dynamics 365 for Finance and Operations. The course is divided into 12 modules, covering a wide range of topics, from basic configuration to advanced features.
Course Curriculum Module 1: Introduction to Microsoft Dynamics 365 for Finance and Operations
- Overview of Microsoft Dynamics 365 for Finance and Operations
- Key Features and Benefits
- System Requirements and Architecture
- Implementation Options and Methodologies
Module 2: Configuring Microsoft Dynamics 365 for Finance and Operations
- Configuring System Parameters
- Setting up Number Sequences and Date Settings
- Configuring Security and Access Control
- Creating and Managing Companies and Organizations
Module 3: Financial Management
- Configuring Financial Parameters and Settings
- Creating and Managing Ledger Accounts and Transactions
- Implementing Budgeting and Forecasting
- Configuring and Using Cash and Bank Management
Module 4: Accounts Payable and Accounts Receivable
- Configuring Accounts Payable and Accounts Receivable Parameters
- Creating and Managing Vendor and Customer Records
- Processing Invoices and Payments
- Implementing Credit Management and Collections
Module 5: Procurement and Sourcing
- Configuring Procurement Parameters and Settings
- Creating and Managing Procurement Orders and Requisitions
- Implementing Procurement Workflows and Approvals
- Configuring and Using Vendor Collaboration
Module 6: Inventory Management
- Configuring Inventory Parameters and Settings
- Creating and Managing Inventory Items and Warehouses
- Implementing Inventory Transactions and Reporting
- Configuring and Using Inventory Management Features
Module 7: Supply Chain Management
- Configuring Supply Chain Parameters and Settings
- Creating and Managing Supply Chain Orders and Forecasts
- Implementing Supply Chain Workflows and Approvals
- Configuring and Using Supply Chain Analytics
Module 8: Manufacturing and Production
- Configuring Manufacturing Parameters and Settings
- Creating and Managing Production Orders and Schedules
- Implementing Manufacturing Workflows and Approvals
- Configuring and Using Manufacturing Execution
Module 9: Project Management and Accounting
- Configuring Project Management Parameters and Settings
- Creating and Managing Projects and Project Budgets
- Implementing Project Workflows and Approvals
- Configuring and Using Project Accounting and Reporting
Module 10: Reporting and Analytics
- Configuring Reporting and Analytics Parameters
- Creating and Managing Reports and Dashboards
- Implementing Power BI and Other Analytics Tools
- Configuring and Using Reporting and Analytics Features
Module 11: Integration and Interoperability
- Configuring Integration Parameters and Settings
- Implementing Data Migration and Integration Scenarios
- Configuring and Using APIs and Data Entities
- Implementing Integration with Other Microsoft Products
Module 12: Implementation and Deployment
- Planning and Implementing a Dynamics 365 for Finance and Operations Project
- Configuring and Deploying the System
- Testing and Validating the System
- Implementing Post-Implementation Support and Maintenance
Course Features This course is designed to be interactive, engaging, and comprehensive, with a focus on practical, real-world applications. Participants will receive: - Hands-on projects and exercises to reinforce learning
- Bite-sized lessons for easy comprehension
- Lifetime access to course materials
- Gamification and progress tracking to motivate learning
- Expert instructors with extensive experience in Microsoft Dynamics 365 for Finance and Operations
- Certification upon completion, issued by The Art of Service
- Flexible learning options to accommodate different learning styles
- User-friendly and mobile-accessible course platform
- Community-driven discussion forums for support and collaboration
- Actionable insights and practical advice for immediate application
Certification Upon completion of this course, participants will receive a certificate issued by The Art of Service, recognizing their expertise in Microsoft Dynamics 365 for Finance and Operations.,
Module 1: Introduction to Microsoft Dynamics 365 for Finance and Operations
- Overview of Microsoft Dynamics 365 for Finance and Operations
- Key Features and Benefits
- System Requirements and Architecture
- Implementation Options and Methodologies
Module 2: Configuring Microsoft Dynamics 365 for Finance and Operations
- Configuring System Parameters
- Setting up Number Sequences and Date Settings
- Configuring Security and Access Control
- Creating and Managing Companies and Organizations
Module 3: Financial Management
- Configuring Financial Parameters and Settings
- Creating and Managing Ledger Accounts and Transactions
- Implementing Budgeting and Forecasting
- Configuring and Using Cash and Bank Management
Module 4: Accounts Payable and Accounts Receivable
- Configuring Accounts Payable and Accounts Receivable Parameters
- Creating and Managing Vendor and Customer Records
- Processing Invoices and Payments
- Implementing Credit Management and Collections
Module 5: Procurement and Sourcing
- Configuring Procurement Parameters and Settings
- Creating and Managing Procurement Orders and Requisitions
- Implementing Procurement Workflows and Approvals
- Configuring and Using Vendor Collaboration
Module 6: Inventory Management
- Configuring Inventory Parameters and Settings
- Creating and Managing Inventory Items and Warehouses
- Implementing Inventory Transactions and Reporting
- Configuring and Using Inventory Management Features
Module 7: Supply Chain Management
- Configuring Supply Chain Parameters and Settings
- Creating and Managing Supply Chain Orders and Forecasts
- Implementing Supply Chain Workflows and Approvals
- Configuring and Using Supply Chain Analytics
Module 8: Manufacturing and Production
- Configuring Manufacturing Parameters and Settings
- Creating and Managing Production Orders and Schedules
- Implementing Manufacturing Workflows and Approvals
- Configuring and Using Manufacturing Execution
Module 9: Project Management and Accounting
- Configuring Project Management Parameters and Settings
- Creating and Managing Projects and Project Budgets
- Implementing Project Workflows and Approvals
- Configuring and Using Project Accounting and Reporting
Module 10: Reporting and Analytics
- Configuring Reporting and Analytics Parameters
- Creating and Managing Reports and Dashboards
- Implementing Power BI and Other Analytics Tools
- Configuring and Using Reporting and Analytics Features
Module 11: Integration and Interoperability
- Configuring Integration Parameters and Settings
- Implementing Data Migration and Integration Scenarios
- Configuring and Using APIs and Data Entities
- Implementing Integration with Other Microsoft Products
Module 12: Implementation and Deployment
- Planning and Implementing a Dynamics 365 for Finance and Operations Project
- Configuring and Deploying the System
- Testing and Validating the System
- Implementing Post-Implementation Support and Maintenance