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.