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
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