Euro-training Center
 Mastering Microsoft Dynamics 365 for Finance and Operations From Fundamentals to Advanced Configurations and Customizations L2151 QR Code
Share   Like Download Brochure (PDF) Dates and locations

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

Overview:

Introduction:

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.

Course Objectives:

At the end of this course, the participants will be able to:

  • 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.

Targeted Audience:

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

Course Outlines:

Unit 1: Introduction to Dynamics 365 for Finance and Operations

  • 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

Unit 2: Setting up Dynamics 365 for Finance and Operations

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

Unit 3: Managing Financial Data with Dynamics 365 for Finance and Operations

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

Unit 4: Inventory Management with Dynamics 365 for Finance and Operations

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

Unit 5: Supply Chain Management with Dynamics 365 for Finance and Operations

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

Unit 6: MB-310

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

Unit 7: MB-300

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

Unit 8: MB-500

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

Unit 9: MB2-716

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

Unit 10: Creating Reports and Dashboards with Power BI

  • 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.

Select training course venue