Description

Introduction to Dynamics 365 Finance and Operations (D365 F&O)

Microsoft Dynamics 365 Finance and Operations (D365 F&O) is an integrated suite of business applications that enables organizations to manage their finance, operations, supply chain, and manufacturing processes in a unified system. With a comprehensive set of tools and functionalities, D365 F&O helps businesses improve financial performance, streamline operations, and enhance decision-making. The solution offers real-time insights, automation, and scalability to meet the needs of both small and large enterprises across various industries.

Prerequisites of Dynamics 365

Basic Knowledge of Business Processes: Familiarity with core business processes such as finance, procurement, supply chain, and manufacturing.
Understanding of ERP Systems: Prior experience or understanding of ERP concepts and how these systems integrate various business functions.
General Knowledge of Cloud Computing: While not essential, some familiarity with cloud-based applications will be helpful.

TABLE OF CONTENT 

1: Introduction to Dynamics 365 Finance and Operations

1.1 Overview of Dynamics 365 F&O
1.2 Key Features and Capabilities

2: System Architecture and Components

2.1 Understanding the Architecture of D365 F&O
2.2 Overview of Key Components and Modules

3: Installation and Configuration

3.1 System Requirements
3.2 Installation and Configuration Steps

4: Security and Role-based Access

4.1 Setting up Security Roles
4.2 Role-based Access Control

5: Data Management

5.1 Data Entities and Data Packages
5.2 Data Import and Export Processes

6: Financial Management

6.1 General Ledger
6.2 Accounts Payable and Receivable
6.3 Budgeting and Financial Reporting

7: Supply Chain Management

7.1 Inventory Management(Ref: Leveraging D365 Finance and Operation SCM Module)
7.2 Procurement and Sourcing
7.3 Production Control

8: Human Resources and Payroll

8.1 Employee Management
8.2 Payroll Processing

9: Sales and Marketing

9.1 Sales Order Processing
9.2 Marketing Automation

10: Integration with Other Systems

10.1 Integration with Microsoft 365 and Power Platform
10.2 Third-Party Integrations

11: Workflow and Business Process Automation

11.1 Creating and Managing Workflows
11.2 Business Process Automation Using Flow

12: Customization and Development

12.1 Extending D365 F&O with Customizations
12.2 Introduction to X++ Programming

13: Reporting and Analytics

13.1 Power BI Integration
13.2 Standard Reports and Analytics Tools(Ref: Automating e-Discovery with Relativity Analytics Tools)

14: Upgrades and Maintenance

14.1 Upgrading D365 F&O
14.2 System Maintenance Best Practices

15: Best Practices and Optimization

15.1 Performance Optimization Tips
15.2 Best Practices for Using D365 F&O

16: User Training and Adoption

16.1 End-User Training Strategies
16.2 Driving User Adoption

Conclusion

Dynamics 365 Finance and Operations (D365 F&O) is a comprehensive, cloud-based ERP solution that enables businesses to streamline their operations, manage finances, optimize supply chain and manufacturing processes, and enhance customer service. By completing the training, participants will gain in-depth knowledge of D365 F&O’s modules and features, enabling them to maximize the platform’s capabilities to improve operational efficiency, drive growth, and support informed decision-making. With its powerful analytics, automation, and integration tools, D365 F&O is essential for modern enterprises looking to thrive in an increasingly complex business environment.

Reference