Dynamics 365 Finance and Operations: Treasury and Accounting Training Course

Microsoft Dynamics 365 Business Central (BC) is a contemporary ERP solution designed to support comprehensive business operations, including warehouse and inventory management. With advanced integration features and add-ons such as Warehouse Insight, BC facilitates efficient warehouse processes, license plating, and operational automation across the enterprise.

This instructor-led, live training (online or onsite) is tailored for intermediate-level warehouse operations teams, ERP consultants, and systems professionals who aim to implement or optimize warehouse management in Dynamics 365 Business Central using best practices, mobile devices, and quality integration workflows.

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

• Configure and manage warehouse operations within Dynamics 365 Business Central.
• Leverage Warehouse Insight for real-time mobile execution of warehouse tasks.
• Implement license plating and traceability to enhance inventory control.
• Integrate equipment calibration, test requests, and quality control into ERP workflows.

Format of the Course

• Interactive lecture and discussion.
• Extensive exercises and practice sessions.
• Hands-on implementation in a live-lab environment.

Course Customization Options for Government

• To request a customized training for government agencies, please contact us to arrange.

This instructor-led, live training in [location] (online or onsite) is aimed at business analysts who wish to optimize marketing and sales processes using Microsoft Dynamics 365 for government. By the end of this training, participants will be able to: - Utilize various modules within Microsoft Dynamics 365 to manage process flows. - Integrate the Power Platform into Microsoft Dynamics 365 for enhanced functionality. - Organize common data models such as records, segment charts, and more. - Automate processes through integration with Microsoft Flow.

This instructor-led, live training in [location] (online or onsite) is designed for intermediate-level business analysts who aim to lead initiatives for continuous business process improvement and system enhancements within their organizations. By the end of this training, participants will be able to: - Achieve a thorough understanding of Dynamics 365. - Set up, configure, and manage various components of Dynamics 365. - Analyze existing business processes and provide recommendations for optimization using Dynamics 365 functionalities. - Manage migrations and updates within Dynamics 365, ensuring alignment with public sector workflows and governance standards for government.

This instructor-led, live training (online or onsite) is designed for government employees and staff at beginner to intermediate levels who aim to enhance their customer service operations using Dynamics 365 Customer Service. By the end of this training, participants will be able to: - Comprehend the core features and functionalities of Dynamics 365 Customer Service. - Set up and configure the D365 Customer Service environment for government use. - Manage customer interactions and cases efficiently within a public sector context. - Utilize analytics to improve service delivery in governmental operations. - Integrate Dynamics 365 Customer Service with other Microsoft applications used by government agencies.

This instructor-led, live training (available online or onsite) is designed for government participants at the beginner to intermediate level who wish to gain a comprehensive understanding of Dynamics 365 Sales and effectively leverage the platform to enhance their sales operations. By the end of this training, participants will be able to: - Understand the core features and functionalities of Dynamics 365 Sales. - Set up and configure the D365 Sales environment for government use. - Manage customer relationships and sales processes using D365 Sales. - Utilize data and analytics to drive informed sales decisions. - Integrate Dynamics 365 Sales with other Microsoft applications for seamless workflows.

Microsoft Dynamics 365 Customer Service is a comprehensive solution designed for managing customer support, service operations, and omnichannel engagement. This instructor-led, live training (available online or on-site) is tailored for intermediate-level users who aim to implement and configure customer service solutions using Dynamics 365 Customer Service. By the end of this training, participants will be able to: - Configure and manage case automation, queues, and routing logic. - Implement omnichannel tools such as chat, SMS, and agent workspace. - Create personalized customer experiences using surveys and analytics. - Integrate AI assistants and IoT devices for proactive support scenarios. **Format of the Course** - Interactive lecture and discussion. - Extensive exercises and practice sessions. - Hands-on implementation in a live-lab environment. **Course Customization Options for Government** To request a customized training for this course, tailored to meet specific needs for government agencies, please contact us to arrange.

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

By the end 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 results. This comprehensive training is tailored to enhance skills essential for government agencies in managing customer data effectively and ensuring compliance with regulatory requirements.

About This Course

The Dynamics 365 Finance and Operations applications, which include but are not limited to Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management for Manufacturing, are designed to enhance various aspects of financial and operational management. Dynamics 365 Finance enables the automation and modernization of global financial operations, allowing real-time performance monitoring, predictive analytics, and data-driven decision-making to drive business growth. It supports strategic financial decisions through artificial intelligence (AI), unifies and automates financial processes, reduces operational expenses, and mitigates global financial complexity and risk. Dynamics 365 Supply Chain Management is aimed at transforming manufacturing and supply chain operations by leveraging AI and the Internet of Things (IoT) for planning, production, inventory, warehouse, and transportation management. It maximizes operational efficiency, product quality, and profitability through intelligent manufacturing operations, modernized warehouse management, optimized production performance, extended asset life, and streamlined supply chains. For more information, please refer to https://docs.microsoft.com/learn/paths/get-started-finance-operations/. In this module, we will focus on the core features and functionality of Dynamics 365 Finance applications that are most commonly used by end users and consultants for government.

Audience Profile

The target audience for this course is a Dynamics 365 for Finance and Operations Functional Consultant. This role involves performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements solutions using out-of-the-box capabilities, codeless extensibility, and application and service integrations.

At Course Completion

Upon completion of this course, students will be able to:

• Navigate and efficiently use search, filtering, and queries
• Utilize operational workspaces effectively
• Manage business documents
• Work with record templates
• Integrate Power BI with Dynamics 365 Finance and Operations applications
• Personalize workspaces to meet individual needs
• Determine when to use the Power Platform in Dynamics 365 Finance and Operations applications
• Apply security roles to users
• Run and analyze security reports
• Create and manage workflows for approval processes
• Understand and work with organizational hierarchies
• Utilize personalization features effectively
• Use the Data Management workspace for data management tasks
• Create and use entity templates
• Copy configuration data between legal entities
• Import, export, and manage data using Office Integration
• Utilize the Regression Suite Automation Tool (RSAT)
• Create User Acceptance Tests (UAT) and test plans
• Create and work with Business Process Modeler (BPM)
• Use issue search to identify and resolve issues

About This Course

This course is designed to establish a strong foundation in Dynamics 365 Supply Chain Management application knowledge. It covers essential features and functionalities required by Dynamics 365 Supply Chain Management functional consultants, including product information management, inventory configuration, supply chain management setup, transportation and warehouse management, quality control processes, and master planning configurations. The course includes lectures and hands-on exercises that are presented as case studies to simulate real-world scenarios for government and industry professionals. Each exercise is based on a business scenario, followed by a question or discussion, and step-by-step guidance for performing the necessary system tasks.

Audience Profile

This course is tailored for Dynamics 365 Supply Chain Management functional consultants who are key resources responsible for designing and configuring applications to meet customer requirements. These consultants analyze business needs and translate them into effective business processes and solutions that adhere to industry best practices. They may specialize in one or more areas such as finance, manufacturing, or supply chain management and collaborate with architects, developers, administrators, and other stakeholders to deliver solutions that exceed customer expectations.

After completing this course, students will be able to:

• Configure critical Dynamics 365 Supply Chain Management functionalities.
• Process key Dynamics 365 Supply Chain Management transactions.
• Explain the workings of Dynamics 365 Supply Chain Management features and functionalities to others.

This instructor-led, live training in [location] (online or onsite) is designed for government participants at beginner to intermediate levels who wish to leverage the MS Dynamics 365 Sales Insights module for more effective sales strategies and enhanced customer engagement. By the end of this training, participants will be able to: - Understand the features and benefits of the Sales Insights module for government. - Utilize AI-driven analytics to improve sales performance. - Customize and configure the module to meet specific governmental needs. - Leverage insights for lead scoring, relationship health, and pipeline management. - Integrate Sales Insights with other Dynamics 365 modules and third-party tools.

Microsoft Dynamics 365 Business Central is a cloud-based, integrated business management solution designed to help small and medium-sized organizations automate and streamline their financials, sales, service, and operational processes. Built on the robust Dynamics 365 platform, it offers extensive customization options to align with specific organizational needs. Key features encompass financial management, supply chain management, project management, and customer relationship management. The solution also seamlessly integrates with other Microsoft products like Office 365 and Power BI, enhancing its functionality and versatility. For government agencies, Business Central provides a comprehensive and flexible toolset to manage operations efficiently and support organizational growth while ensuring compliance with public sector workflows, governance, and accountability.

Microsoft Dynamics 365 Finance & Operations is an enterprise-grade ERP platform designed to manage global financials, supply chain operations, and logistics. This instructor-led, live training (online or onsite) is aimed at intermediate-level to advanced-level ERP users and internal support teams who need to understand the functional capabilities of Microsoft Dynamics 365 F&O in the Finance and Supply Chain modules for government applications. By the end of this training, participants will be able to: - Navigate and configure core Finance and SCM functionalities. - Manage vendor, customer, and tax information within the system. - Create and track purchase orders, invoices, and payments. - Operate inventory and logistics workflows through the platform. - Understand key process flows in procurement and accounting. - Support business users through functional configuration and error handling. **Format of the Course** - Interactive lecture and discussion. - Extensive exercises and practice. - Hands-on implementation in a live-lab environment. **Course Customization Options** - To request a customized training for this course, please contact us to arrange.

Microsoft Dynamics 365 Finance & Operations includes a robust development environment designed for customizing ERP functionality and integrating with external systems. This instructor-led, live training (online or onsite) is targeted at intermediate to advanced-level developers and technical support personnel who wish to develop, maintain, and support solutions in Microsoft Dynamics 365 Finance & Operations for government. By the end of this training, participants will be able to: - Set up a development environment using Visual Studio and X++. - Develop forms, classes, tables, and workflows within F&O. - Implement business logic with events, permissions, and validations. - Create custom reports and extend existing functionality. - Integrate external services using REST APIs and OData. - Test, debug, and optimize performance in the F&O environment. - Manage data migrations and ongoing system updates. **Format of the Course** - Interactive lecture and discussion. - Extensive exercises and practice sessions. - Hands-on implementation in a live-lab environment. **Course Customization Options** - To request a customized training for this course, please contact us to arrange.