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Duration 14 hours
Course Outline
Introduction to Dynamics 365 Finance and Operations
- An overview of the ERP capabilities offered by Dynamics 365.
- Techniques for system navigation and interface customisation.
- An introduction to the key modules supporting finance and operations.
Financial Management and Treasury Functions
- Strategies for managing cash flow and liquidity.
- Processes for bank reconciliations and payment handling.
- Managing accounts payable and receivable cycles.
Report Generation and Financial Analysis
- Leveraging built-in tools to create detailed financial reports.
- Generating essential documents such as balance sheets and profit & loss statements.
- Exporting financial data and integrating it with external systems.
Accounting Processes and Workflow Optimisation
- Automating routine and recurring financial tasks.
- Insights into ledger management, budgeting, and cost accounting.
- Strategies for optimising financial workflows for peak efficiency.
Advanced Features and Customisation
- Setting up role-based security frameworks and access controls.
- Integrating Dynamics 365 with Power BI to derive actionable insights.
Best Practices and Troubleshooting
- Addressing common challenges with effective solutions.
- Maintaining compliance standards and data integrity.
- Tips for performance tuning and system optimisation.
Summary and Future Directions
Requirements
- A foundational grasp of core financial and accounting principles.
- Prior experience with ERP systems is advantageous but not mandatory.
- Familiarity with business processes related to treasury and finance.
Target Audience
- Treasury specialists currently utilising Dynamics 365.
- Accounting analysts and senior financial managers.
- ERP users aiming to fully leverage the capabilities of Dynamics 365.
Testimonials (1)
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