Dynamics 365 Finance and Operations: Treasury and Accounting Training Course

This instructor-led professional development session in US (online or onsite) is designed for business analysts seeking to optimize marketing and sales processes with Microsoft Dynamics 365, supporting operational goals for government and other public sector entities.

By the conclusion of this training, participants will be able to:

• Utilize various Microsoft Dynamics 365 modules to manage and streamline process flows.
• Integrate the Power Platform within Microsoft Dynamics 365 architectures.
• Structure common data models, including records, segment charts, and related elements.
• Automate business processes through Microsoft Flow integration.

This instructor-led, live training in US (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to enhance their customer service operations using Dynamics 365 Customer Service.

By the end of this training, participants will be able to:

• Understand the core features and functionalities of Dynamics 365 Customer Service.
• Set up and configure the D365 Customer Service environment.
• Manage customer interactions and cases efficiently.
• Utilize analytics to improve service delivery.
• Integrate Dynamics 365 Customer Service with other Microsoft applications.

This instructor-led training in US (delivered online or onsite) is designed for participants with beginner to intermediate experience who aim to acquire a comprehensive understanding of Dynamics 365 Sales and utilize the platform to optimize sales operations for government contexts.

By the conclusion of this training, participants will be able to:

• Understand the fundamental features and functionalities of Dynamics 365 Sales.
• Deploy and configure the D365 Sales environment to meet specific requirements.
• Oversee customer relationships and sales processes using D365 Sales.
• Leverage data and analytics to support evidence-based sales decisions.
• Connect Dynamics 365 Sales with other Microsoft applications for integrated operations.

Microsoft Dynamics 365 Customer Service serves as a comprehensive platform for directing customer support, service operations, and omnichannel engagement

This facilitated, live instruction session (conducted remotely or on-site) is designed for intermediate-level personnel seeking to implement and configure customer service solutions using Dynamics 365 Customer Service for government

Upon completion of this training, participants will possess the capability to:

• Configure and administer case automation, queues, and routing protocols
• Implement omnichannel tools including chat, SMS, and the agent workspace
• Develop personalized customer experiences utilizing surveys and analytics
• Integrate AI assistants and IoT devices to enable proactive support scenarios

Instructional Methodology

• Interactive presentations and facilitated discussions
• Extensive exercises and practical application
• Practical implementation within a live-lab environment

Instruction Customization Options

• For those requiring a customized training program for this curriculum, please establish contact to coordinate arrangements

This instructor-led, live training session in US (available online or onsite) is tailored for intermediate-level customer experience analysts and marketing operations professionals who intend to utilize Dynamics 365 Customer Insights to unify customer data and deliver targeted, compliant customer journeys.

Upon completion of this training, participants will be able to: connect and unify data sources, create segments and measures, build and publish journeys, and monitor and troubleshoot operational results.

About This Course

Dynamics 365 Finance and Operations applications include, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance assists in the following: Automating and modernizing global financial operations. Monitoring performance in real time, predicting future outcomes, and making data-driven decisions to drive business growth. Driving strategic financial decisions with artificial intelligence (AI), unifying and automating financial processes, reducing operational expenses, and decreasing global financial complexity and risk for government entities. Dynamics 365 Supply Chain Management assists in the following: Transforming manufacturing and supply chain operations. Using predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management. Maximizing operational efficiency, product quality, and profitability. Innovating with intelligent manufacturing operations, modernizing warehouse management, optimizing production performance, maximizing the life of assets, and automating and streamlining the supply chain for government operations. Note: For more information, please refer to https://learn.microsoft.com/en-us/training/paths/get-started-finance-operations/ In this module, the focus is on the core features and functionality of Dynamics 365 Finance applications that are most frequently utilized by end users and consultants in the public sector.

Audience Profile

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications for government use. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, application and service integrations, and adherence to public sector standards.

At Course Completion

Upon completing this course, participants will be able to:

• Navigate and efficiently use search, filtering, and queries
• Use operational workspaces
• Work with Business Document Management
• Work with record templates
• Integrate Power BI with Dynamics 365 Finance and Operations applications
• Personalize workspaces
• Identify when to use Power Platform in Dynamics 365 Finance and Operations applications for government workflows
• Apply security roles to users
• Run and analyze security reports
• Create and use workflow for approval
• Work with Organization Hierarchy and its purposes
• Use the personalization feature
• Use the Data Management workspace
• Create and use entity templates
• Copy configuration data between legal entities
• Import and export data and manage data using Office Integration
• Use the Regression Suite Automation Tool (RSAT)
• Create User Acceptance Tests (UAT) and test plans
• Create and work with Business Process Modeler (BPM)
• Understand how to use Issue search

This instructor-led training, conducted in US (online or onsite), is intended for beginner to intermediate-level participants seeking to implement the MS Dynamics 365 Sales Insights module for advanced sales strategies and superior customer engagement.

By the conclusion of this training, participants will possess the ability to:

• Understand the functional attributes and strategic benefits of the Sales Insights module.
• Employ AI-driven analytics to elevate sales performance.
• Customize and configure the module to address specific operational needs.
• Utilize insights for lead scoring, relationship health monitoring, and pipeline management.
• Integrate Sales Insights with other Dynamics 365 modules and third-party applications.

Microsoft Dynamics 365 Finance and Operations serves as a robust enterprise resource planning platform engineered to oversee global financial reporting, supply chain dynamics, and logistical operations.

This professionally facilitated, live instruction program (delivered via online or in-person formats) is tailored for intermediate to advanced enterprise resource planning specialists and internal support personnel. It focuses on mastering the functional capabilities of Microsoft Dynamics 365 Finance and Operations within the Financial and Supply Chain Management domains, with specific applicability for government environments.

Upon successful completion of this curriculum, participants will possess the competency to:

• Navigate and customize essential Financial and Supply Chain Management functions.
• Administer vendor, customer, and tax data within the designated system.
• Initiate and monitor purchase orders, invoices, and disbursement transactions.
• Execute inventory and logistics operational workflows through the platform.
• Analyze critical process architectures within procurement and accounting frameworks.
• Provide functional configuration support and exception handling for business stakeholders.

Instructional Methodology

• Facilitated lectures and collaborative discussions.
• Extensive practical exercises and applied practice sessions.
• Direct implementation tasks within a controlled, live laboratory setting.

Curriculum Adaptation Options

• Organizations requiring tailored training content for this course should contact the provider to coordinate specific arrangements.

Microsoft Dynamics 365 Finance & Operations provides a robust development infrastructure designed for customizing enterprise resource planning capabilities and facilitating integration with third-party systems.

This instructor-led training program, available in online or onsite formats, is tailored for intermediate to advanced developers and technical support staff seeking to build, maintain, and sustain solutions within the Microsoft Dynamics 365 Finance & Operations environment for government.

Upon successful completion, participants will possess the competency to:

• Establish a functional development workspace utilizing Visual Studio and X++.
• Engineer forms, classes, data tables, and workflow processes within F&O.
• Deploy business logic incorporating event handling, access controls, and data validation.
• Generate custom reports and enhance existing system capabilities.
• Interoperate with external platforms via REST APIs and OData protocols.
• Execute testing, diagnostic troubleshooting, and performance optimization within the F&O environment.
• Oversee data migration efforts and continuous system updates.

Instructional Methodology

• Engaging lectures facilitated by collaborative discussion.
• Extensive practical exercises and applied learning scenarios.
• Direct hands-on implementation within a live laboratory setting.

Customization and Tailored Training Options

• To initiate arrangements for a customized training curriculum aligned with specific operational needs, please contact the program administrators.