Mastering Microsoft Dynamics 365 for Finance and Operations: From Fundamentals to Advanced Configurations and Customizations

Microsoft Dynamics 365 for Finance and Operations is a comprehensive enterprise resource planning (ERP) solution that helps businesses streamline their financial and operational processes. This 10-day training course is designed to provide participants with a solid foundation in using Dynamics 365 for Finance and Operations to manage financial data, inventory, and supply chain processes.

 

  • Understand the core features and functionalities of Dynamics 365 for Finance and Operations
  • Learn how to set up and configure the application to meet specific business requirements
  • Gain hands-on experience in managing financial data, inventory, and supply chain processes
  • Develop the skills necessary to create and customize reports and dashboards using Power BI
  • Prepare for relevant Microsoft certification exams, including MB-310, MB-300, MB-500, and MB2-716.

 

  • Business analysts
  • Supply chain managers
  • Finance and accounting professionals
  • Project managers
  • IT professionals
  • Operations managers
  • ERP consultants
  • System administrators

 

  • Overview of Microsoft Dynamics 365 for Finance and Operations
  • Key features and benefits of Dynamics 365 for Finance and Operations
  • Understanding the different modules in Dynamics 365 for Finance and Operations
  • Navigating the user interface

 

  • Installing and configuring Dynamics 365 for Finance and Operations
  • Setting up security and user roles
  • Configuring company settings
  • Creating and managing financial dimensions

 

  • Managing the general ledger
  • Managing accounts payable and accounts receivable
  • Managing cash and bank accounts
  • Managing fixed assets

 

  • Setting up inventory management
  • Managing inventory transactions
  • Setting up and managing product information
  • Managing inventory counts and adjustments

  • Setting up supply chain management
  • Managing purchase orders and vendor invoices
  • Managing sales orders and customer invoices
  • Managing production orders and bills of materials

  • Understanding Dynamics 365 for Finance and Operations Core
  • Configuring security, processes, and options
  • Performing data migration
  • Configuring and managing workflows
  • Implementing the mobile app

 

  • Understanding Dynamics 365 for Finance and Operations Architecture
  • Configuring and managing the data model
  • Managing reports and forms
  • Configuring Power Platform integrations

 

  • Understanding Dynamics 365 for Finance and Operations Apps
  • Managing Lifecycle Services
  • Configuring environments
  • Managing solutions and packages

  • Understanding Microsoft Dynamics 365 Customization and Configuration
  • Configuring Dynamics 365 customizations
  • Managing solutions and customizations
  • Configuring Power Platform integrations

 

  • Understanding Power BI and its capabilities
  • Creating and publishing Power BI reports and dashboards
  • Integrating Power BI with Dynamics 365 for Finance and Operations
  • Managing and sharing Power BI content.

 

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