Microsoft Dynamics 365 F&O – Functional Overview for Finance and Supply Chain

• An understanding of financial and supply chain processes in ERP systems
• Experience using SAP or another enterprise ERP
• Familiarity with accounting, procurement, and inventory management workflows

Audience

• Finance and supply chain professionals migrating to Dynamics 365
• ERP functional consultants
• Internal support teams responsible for configuration and validation

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.

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.
• Lots of 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.

Module 1 – Introduction to Dynamics 365 Finance & Operations

• Functional overview of Finance and SCM modules
• ERP structure and navigation

Module 2 – Vendor and Customer Management

• Vendor and customer creation and classification
• Vendor collaboration and approval workflows

Module 3 – Tax Configuration

• Setting up VAT and tax authorities
• Tax groups and codes

Module 4 – Purchase Orders, Invoices, and Payments

• Creating and managing purchase orders
• Invoice posting and approval processes
• Payment scheduling and matching

Module 5 – Inventory and Logistics Operations

• Inventory tracking and warehousing
• Inbound/outbound operations
• Logistics setup and parameterization

Module 6 – Process Flows in Accounting and Procurement

• End-to-end procurement and payment cycle
• General ledger and subledger integration

Module 7 – Functional Support Case Studies

• Common configuration scenarios
• Validation and exception handling
• Error diagnosis and documentation

Summary and Next Steps