Dynamics 365 Finance and Operations: Treasury and Accounting Training Course

Microsoft Dynamics 365 Business Central serves as a comprehensive enterprise resource planning platform designed to facilitate integrated business processes, including inventory and logistics management. By leveraging advanced integration features and specialized extensions such as Warehouse Insight, the system supports streamlined warehouse activities, license plate tracking, and automated operational workflows across federal and public sector enterprises for government.

This instructor-led training program, available via virtual or on-site delivery, targets intermediate-level personnel in warehouse operations, ERP consultants, and IT specialists seeking to deploy or enhance inventory management capabilities within Dynamics 365 Business Central. The curriculum emphasizes adherence to industry best practices, mobile technology utilization, and robust integration standards.

Upon completion of this instruction, participants will demonstrate proficiency in:

• Configuring and administering warehouse functions within Dynamics 365 Business Central.
• Utilizing Warehouse Insight to execute real-time mobile warehouse tasks.
• Deploying license plating and traceability protocols to strengthen inventory oversight.
• Incorporating equipment calibration, testing requirements, and quality assurance measures into enterprise resource planning processes.

Instructional Methodology

• Participatory lectures and technical discourse.
• Extensive practical exercises and application drills.
• Direct implementation experience within a live laboratory setting.

Program Customization

• Agencies seeking tailored training modules for this subject should contact the administration to coordinate specific requirements.

This guided, live training program in US (available via virtual or physical delivery) is designed for business analysts seeking to enhance marketing and sales operations through Microsoft Dynamics 365.

Upon completion of this coursework, participants will be equipped to:

• Utilize various Microsoft Dynamics 365 modules to oversee operational workflows.
• Incorporate the Power Platform within the Microsoft Dynamics 365 ecosystem.
• Organize standard data models, including records and segmentation structures.
• Streamline processes through automated integration with Microsoft Flow.

This training supports federal entities in deploying efficient digital tools for government operations.

This instructor-led, live training delivered in US (via online or onsite formats) is designed for participants at the beginner to intermediate proficiency levels who seek to optimize their customer service operations through the use of Dynamics 365 Customer Service.

Upon successful completion of this program, participants will be equipped to:

• Comprehend the fundamental features and capabilities of Dynamics 365 Customer Service.
• Establish and configure the D365 Customer Service operational environment.
• Oversee customer interactions and case management processes with greater efficiency.
• Apply analytical insights to enhance the quality of service delivery.
• Facilitate integration between Dynamics 365 Customer Service and additional Microsoft applications for government use cases.

This guided, live training course offered in US (via online or onsite delivery) is designed for participants at beginner to intermediate proficiency levels who seek a thorough comprehension of Dynamics 365 Sales and the ability to leverage the platform to optimize sales operations.

Upon completion of this program, attendees will be equipped to:

• Demonstrate knowledge of the essential capabilities of Dynamics 365 Sales.
• Establish and configure the D365 Sales operational environment.
• Administer customer relationships and sales workflows through D365 Sales.
• Apply data insights and analytical tools to support informed sales strategy.
• Connect Dynamics 365 Sales with additional Microsoft applications for seamless interoperability.

Microsoft Dynamics 365 Customer Service provides a robust framework for overseeing customer assistance, operational service functions, and multi-channel interactions. This program is designed for government entities requiring specialized enterprise resource planning tools for public sector needs.

This instructor-led live training session, available online or at an on-site location, targets intermediate-level personnel seeking to deploy and configure service solutions within the Dynamics 365 Customer Service environment. The curriculum is tailored for government professionals managing civic operations.

Upon completion of this instruction, participants will demonstrate proficiency in:

• Configuring and administering case automation, queues, and routing protocols.
• Deploying omnichannel capabilities, including chat, SMS, and agent workspaces.
• Developing tailored service experiences through survey mechanisms and analytical reporting.
• Integrating artificial intelligence assistants and IoT devices to facilitate proactive support initiatives.

Course Format

• Interactive lectures and structured discussions.
• Extensive exercises and practical application.
• Hands-on implementation within a live laboratory environment.

Customization Options

• To request customized training for this course, please contact the provider to arrange specifications suitable for government requirements.

This instructor-led, live training conducted US (online or onsite) is designed for intermediate-level customer experience analysts and marketing operations specialists seeking to leverage Dynamics 365 Customer Insights to consolidate customer data and execute targeted, compliant customer journeys for government entities.

Upon completion of this program, participants will possess the capability to integrate and unify data sources, develop segments and metrics, construct and deploy journeys, and monitor and resolve issues regarding outcomes.

About This Course

The Dynamics 365 Finance and Operations suite encompasses a comprehensive range of applications, including Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management Manufacturing. The Dynamics 365 Finance component enables organizations to automate and modernize global financial processes, monitor real-time performance, forecast outcomes, and leverage data-driven insights for business expansion. By utilizing artificial intelligence (AI), entities can unify financial workflows, minimize operational costs, and mitigate risk while enhancing strategic decision-making capabilities. Conversely, Dynamics 365 Supply Chain Management facilitates the transformation of manufacturing and logistics operations through predictive analytics derived from AI and the Internet of Things (IoT). This functionality extends across planning, production, inventory, warehouse, and transportation management to optimize efficiency, product quality, and profitability. It supports intelligent manufacturing, asset lifecycle optimization, and supply chain automation. For additional details, consult https://docs.microsoft.com/learn/paths/get-started-finance-operations/. This module emphasizes the core features of Dynamics 365 Finance most relevant to end users and consultants serving government entities for government.

Audience Profile

The Dynamics 365 for Finance and Operations Functional Consultant is tasked with conducting discovery sessions, documenting requirements, collaborating with subject matter experts and stakeholders, translating business needs into technical specifications, and configuring the solution. This role involves implementing solutions using native capabilities, codeless extensibility options, and integrated application services.

At Course Completion

Upon finishing this course, participants will be equipped to:

• Navigate efficiently using search, filtering, and query functions
• Utilize operational workspaces effectively
• Manage Business Document Management processes
• Implement record templates
• Integrate Power BI with Dynamics 365 Finance and Operations applications
• Customize workspace interfaces
• Determine appropriate use cases for the Power Platform within Dynamics 365 Finance and Operations
• Assign security roles to user accounts
• Execute and interpret security reports
• Establish and utilize approval workflows
• Understand Organization Hierarchy structures and their applications
• Apply personalization features to tailor user experiences
• Operate the Data Management workspace
• Create and deploy entity templates
• Migrate configuration data across legal entities
• Import, export, and manage data via Office Integration tools
• Utilize the Regression Suite Automation Tool (RSAT)
• Develop User Acceptance Tests (UAT) and associated test plans
• Create and maintain Business Process Modeler (BPM) models
• Employ issue search functionality to resolve technical matters

About This Course

Technical instruction for developers. Professionals who design and enhance Microsoft Dynamics 365 Finance and Operations applications utilize standardized coding practices, extensible capabilities, and external integrations to deliver comprehensive solutions that align with organizational business needs.

Audience Profile

Designed for government entities seeking skilled Microsoft Dynamics 365 Finance and Operations Apps Developers.

This instructor-led, live training in US (available online or onsite) is designed for participants at the beginner to intermediate level who seek to leverage the MS Dynamics 365 Sales Insights module to develop more effective sales strategies and enhance customer engagement.

Upon completion of this program, participants will be able to:

• Comprehend the features and advantages of the Sales Insights module within a government context tailored for government operations.
• Apply AI-driven analytics to improve sales performance.
• Customize and configure the module to meet specific organizational requirements.
• Utilize insights for lead scoring, assessing relationship health, and managing pipeline operations.
• Integrate Sales Insights with other Dynamics 365 modules and third-party tools.

Microsoft Dynamics 365 Finance & Operations constitutes an enterprise-level ERP solution engineered to administer global financial oversight, supply chain management, and logistics operations.

This instructor-led training program, available through online or on-site delivery, targets intermediate to advanced ERP practitioners and internal support personnel requiring comprehensive knowledge of the functional capabilities within Microsoft Dynamics 365 F&O Finance and Supply Chain modules. The curriculum is designed for government entities seeking robust systems management.

Upon completion of this training, participants will be equipped to:

• Configure and navigate core Finance and SCM functionalities.
• Administer vendor, customer, and tax data within the system environment.
• Generate and monitor purchase orders, invoices, and payment transactions.
• Execute inventory management and logistics workflows via the platform.
• Analyze essential process flows related to procurement and accounting.
• Provide functional configuration support and error resolution for business users.

Course Format

• Interactive lecture and collaborative discussion.
• Extensive exercises and practical application.
• Hands-on implementation within 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 provides a robust development ecosystem designed to enable the customization of enterprise resource planning capabilities and facilitate connections with external platforms.

This instructor-led training session, available via remote or in-person delivery, is intended for software developers and technical support professionals at intermediate to advanced proficiency levels who seek to build, sustain, and maintain solutions within the Microsoft Dynamics 365 Finance & Operations framework. The curriculum is tailored for government agencies and other public sector entities requiring specialized technical training for government operations.

Upon completion of this instruction, participants will be equipped to:

• Configure a development workspace utilizing Visual Studio and the X++ programming language.
• Construct forms, classes, tables, and workflow processes within the Finance & Operations platform.
• Deploy business logic through events, permission structures, and data validation mechanisms.
• Generate custom reporting solutions and expand upon existing system capabilities.
• Establish integration with external services via REST APIs and OData protocols.
• Execute testing, debugging procedures, and performance optimization within the Finance & Operations environment.
• Oversee data migration processes and manage continuous system updates.

Instructional Format

• Interactive lectures coupled with guided discussions.
• Extensive practical exercises and skill-building activities.
• Direct implementation practice within a live-lab setting.

Customization Opportunities

• For organizations requiring tailored training aligning with specific operational needs, please contact our office to arrange customized sessions.