Microsoft Dynamics 365 for Finance and Operations Essentials

Microsoft Dynamics 365 for Finance and Operations Essentials

Course Overview

This comprehensive course is designed to provide participants with a deep understanding of Microsoft Dynamics 365 for Finance and Operations. The course covers the essential concepts, features, and functionalities of the solution, enabling participants to effectively implement and manage financial and operational processes.

Course Objectives

• Understand the architecture and components of Microsoft Dynamics 365 for Finance and Operations
• Configure and manage financial and operational processes
• Implement and manage financial reporting and analytics
• Use the solution to manage procurement, inventory, and supply chain operations
• Configure and manage project management and accounting
• Understand the integration with other Microsoft Dynamics 365 solutions

Course Outline

Module 1. Introduction to Microsoft Dynamics 365 for Finance and Operations: Key features and benefits

• Overview of Microsoft Dynamics 365 for Finance and Operations
• Key features and benefits
• Architecture and components
• Implementation and deployment options

Module 2. Configuring Financial Management: Managing financial reporting and analytics

• Configuring financial management parameters
• Setting up financial dimensions and account structures
• Configuring fiscal calendars and period closures
• Managing financial reporting and analytics

Module 3. Managing Financial Transactions: Managing accounts payable and accounts receivable

• Creating and managing financial transactions
• Configuring and managing journals and voucher transactions
• Managing accounts payable and accounts receivable
• Configuring and managing cash and bank management

Module 4. Procurement and Sourcing: Configuring procurement parameters

• Configuring procurement parameters
• Creating and managing procurement orders
• Managing vendor relationships and catalogs
• Configuring and managing procurement workflows

Module 5. Inventory and Supply Chain Management: Configuring inventory parameters

• Configuring inventory parameters
• Managing inventory transactions and reporting
• Configuring and managing supply chain operations
• Managing warehouse operations and inventory management

Module 6. Project Management and Accounting: Creating and managing projects

• Configuring project management parameters
• Creating and managing projects
• Managing project transactions and reporting
• Configuring and managing project accounting

Module 7. Financial Reporting and Analytics: Creating and managing financial reports

• Configuring financial reporting parameters
• Creating and managing financial reports
• Managing financial analytics and dashboards
• Configuring and managing Power BI integration

Module 8: Integration with Other Microsoft Dynamics 365 Solutions

• Overview of Microsoft Dynamics 365 solutions
• Integrating with Microsoft Dynamics 365 Sales
• Integrating with Microsoft Dynamics 365 Supply Chain Management
• Integrating with Microsoft Dynamics 365 Commerce

Course Features

• Interactive and Engaging: The course includes interactive elements, such as hands-on projects, quizzes, and discussions, to keep participants engaged and motivated.
• Comprehensive and Personalized: The course is designed to provide a comprehensive understanding of Microsoft Dynamics 365 for Finance and Operations, with personalized learning paths to accommodate different learning styles.
• Up-to-date and Practical: The course is regularly updated to reflect the latest features and best practices, with a focus on practical, real-world applications.
• High-quality Content: The course is developed by expert instructors with extensive experience in Microsoft Dynamics 365 for Finance and Operations.
• Certification: Participants receive a certificate upon completion, issued by The Art of Service.
• Flexible Learning: The course is designed to accommodate different learning styles and schedules, with flexible pacing and on-demand access.
• User-friendly and Mobile-accessible: The course is delivered through a user-friendly platform that is accessible on a variety of devices, including mobile devices.
• Community-driven: The course includes opportunities for participants to connect with each other and with expert instructors through discussion forums and live sessions.
• Actionable Insights: The course provides participants with actionable insights and practical knowledge that can be applied immediately in their work.
• Hands-on Projects: The course includes hands-on projects and activities that enable participants to apply their knowledge and skills in a practical setting.
• Bite-sized Lessons: The course is broken down into bite-sized lessons that are easy to digest and can be completed at the participant's own pace.
• Lifetime Access: Participants have lifetime access to the course materials and resources.
• Gamification: The course includes gamification elements, such as points and badges, to encourage participation and engagement.
• Progress Tracking: Participants can track their progress through the course, with regular assessments and feedback.

Who Should Attend

This course is designed for finance and operations professionals who want to gain a deep understanding of Microsoft Dynamics 365 for Finance and Operations. The course is ideal for:

• Financial managers and accountants
• Operations managers and supply chain professionals
• IT professionals and system administrators
• Business analysts and consultants

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