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Course Outline
Introduction to Dynamics 365 Finance and Operations
- Overview of Dynamics 365 ERP capabilities.
- System navigation and customization.
- Understanding key modules for finance and operations.
Financial Management and Treasury Functions
- Managing cash flow and liquidity.
- Bank reconciliations and payment processing.
- Handling accounts payable and receivable.
Report Generation and Financial Analysis
- Creating financial reports using built-in tools.
- Generating balance sheets, profit & loss statements.
- Exporting and integrating financial data with other systems.
Accounting Processes and Workflow Optimization
- Automating recurring financial tasks.
- Understanding ledger, budgeting, and cost accounting.
- Optimizing financial workflows for efficiency.
Advanced Features and Customization
- Configuring role-based security and access controls.
- Integrating Dynamics 365 with Power BI for insights.
- Customization and automation using Power Automate.
Best Practices and Troubleshooting
- Common challenges and solutions.
- Ensuring compliance and data integrity.
- Performance tuning and optimization tips.
Summary and Next Steps.
Requirements
- Fundamental grasp of financial and accounting principles.
- Prior experience with ERP systems (preferred, though not mandatory).
- Familiarity with business processes specific to treasury and finance.
Target Audience
- Treasury professionals utilizing Dynamics 365.
- Accounting analysts and financial managers.
- ERP users aiming to maximize the capabilities of Dynamics 365.
14 Hours
