Description

Introduction to Dynamics 365 Finance &Operations

Microsoft Dynamics 365 Finance and Operations (D365FO) Functional Training provides in-depth knowledge of how to configure and manage various functional areas such as finance, supply chain management (SCM), manufacturing, retail, and human resources (HR) within D365FO. This training focuses on using the platform’s out-of-the-box features to meet business needs and optimize processes. Functional consultants, business analysts, and end-users benefit from this training by learning how to configure D365FO to align with business requirements and improve operational efficiency.

Prerequisites

1.Basic Understanding of Business Processes: Familiarity with core business processes in finance, manufacturing, retail, and HR.
2.Experience with ERP Systems: Knowledge of how enterprise resource planning systems help businesses streamline their operations.
3.Basic Knowledge of D365FO: A foundational understanding of D365FO modules or prior exposure to similar ERP systems is recommended but not required.

TABLE OF CONTENT

1: Introduction to Dynamics 365 Finance &Operations

1.1 Overview of D365FO
1.2 Key Features and Capabilities

2: Navigation and User Interface in D365FO

2.1 Navigating the D365FO System
2.2 User Interface Elements

3: Core Modules Overview in D365FO

3.1 Financial Management(Ref: Best Practices for D365FO Technical Implementation)
3.2 Supply Chain Management
3.3 Human Resources

4: Data Management and Configuration

4.1 Setting up and Configuring D365FO
4.2 Data Import and Export

5: Master Data Management

5.1 Managing Customers and Vendors
5.2 Product and Item Management

6: Transaction Processing

6.1 Purchase Orders and Sales Orders
6.2 Invoices and Payments

7: Financial Reporting and Analysis

7.1 Financial Statements(Ref: SAP BRIM for Financial Reporting and Analytics)
7.2 Reporting Tools in D365FO

8: Workflow and Automation

8.1 Implementing Workflows
8.2 Automation Features

9: Security and Role-based Access

9.1 User Roles and Permissions
9.2 Security Policies

10: Integration with Other Systems

10.1 Integrating D365FO with Other Applications
10.2 Data Exchange and Integration

11: Customization and Extensibility

11.1 Customizing Forms and Views
11.2 Extensions and Development

12: User Training and Support of D365FO

12.1 End-User Training
12.2 Support and Troubleshooting

Conclusion of D365FO

D365FO Functional Training is essential for professionals seeking to master the configuration, management, and optimization of Microsoft Dynamics 365 Finance and Operations. With this training, participants will gain hands-on experience with key functional modules, such as finance, supply chain management, manufacturing, and human resources, and learn how to align D365FO functionalities with business needs. This will enable businesses to streamline operations, improve decision-making, and drive operational efficiency across multiple departments.

Reference