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Overview
A cloud-based software programme for medium-sized and large businesses is called Microsoft Dynamics 365 for Finance and Operations. This business management tool enables organizations to more effectively, efficiently, and dependably automate and manage their operational, financial, and customer relationship operations. Users will receive a thorough introduction to this potent software solution from the course. From fundamental accounting concepts to sophisticated reporting, it will cover the essential features and functionality of Dynamics 365 for Finance and Operations.
Dynamics 365 for Finance and Operations' many modules, such as General Ledger, Accounts Payable and Receivable, Configuration and Setup, Finance, Cash Flow, Inventory Management, and Customer Relationship Management, will be covered in this course. Also, it will give a thorough overview of the software platform, instructions for setting up the system, and best practices guidance. It will examine how businesses may combine Dynamics 365 with other widely used programmes, including Microsoft Office and QuickBooks.
Users will have a thorough understanding of managing business processes in Dynamics 365 for Finance and Operations by the end of the course, and they will be better equipped to decide on budgets, resource management, and workflow in their organization.
Prerequisites
- Accounting, financial reporting, and financial management basics.
- Basic comprehension of the roles played by enterprise resource planning (ERP) technologies.
- Knowledge in database administration and data integration techniques.
- Knowledge on how to use the Dynamics 365 Business Central and Microsoft Dynamics 365 software systems.
- Working understanding of basic accounting and finance procedures include budgeting, forecasting, cash management, and the creation of financial statements.
Target Audience
- Those that seek to improve their utilization of the Dynamics 365 platform are business professionals
- Perfect for people who have a good grasp of corporate operations and processes as well as a basic comprehension of Dynamics 365
Training outcome
- Recognize the Dynamics 365 application and architecture in several sectors.
- Recognize and set up the fundamentals of Dynamics 365, such as the General Ledger, functional areas, and legal entities.
- Dynamics 365 transactions can be created, viewed, and modified.
- Make and keep financial records and statements.
- Use and upkeep tables for currencies, exchange rates, and immovable assets.
- Use Dynamics 365's automation and security features.
- Organize and design data migration plans.
- Use Dynamics 365 best practices.
- Analyze and keep track of financial performance.
- Determine opportunities for process and cost reduction.
Course Curriculum
- Learning Objectives
- Module Overview
- Use common functionality and implementation tools.
- Describe uses cases for, and capabilities of, workspaces.
- Use and personalize operational workspaces.
- Describe case management.
- Describe global address book features and their use cases.
- Identify the inquiry and report types available in a default installation.
- Describe use cases for the business document management and electronic reporting features.
- Work with business document management.
- Navigate and efficiently use search filtering and create search queries.
- Understand and use record templates.
- Describe use cases for Power Platform apps and services.
- Identify when to use Power Platform in the Dynamics 365 Finance app
- Integrate Power BI with Dynamics 365 Finance apps.
- Introduction
- Identify and use common Dynamics 365 Finance and Operations apps features and functionality
- Describe use cases for Power Platform apps and services
- Module Summary
- Work with an operational workspace
- Prepare, enable, and use Business document management
- Perform searches and work with filters
- Create search queries and save for future use
- Work with record templates
- Distinguish between roles, duties, privileges, and permissions.
- Apply security roles to users.
- Describe segregation of duties
- Run and analyze security reports
- Create and use workflow for approval.
- Configure workflow properties and elements.
- Set up and configure legal entities and operating units.
- Configure and troubleshoot number sequences.
- Create an organization hierarchy and assign purpose
- Describe and apply user options.
- Configure document handling for attachments.
- Configure print management and form setup features.
- Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in.
- Configure email (SMTP/Exchange)
- Create and maintain email templates
- Use the personalization feature.
- Set up and monitor batch jobs and alerts
- Introduction
- Implement security
- Design and create workflows
- Configure Organization administration features
- Configure System administration features
- Module Summary
- Create users and assign security roles
- Set up segregation of duties
- Run a security report and analyze the output
- Create a purchase requisition workflow
- Configure a new legal entity
- Create an operating unit
- Set up number sequences
- Create an Organization Hierarchy and assign purpose
- Use Excel workbook designer
- Create a batch job
- Manage data in Dynamics 365 Finance and Operations apps.
- Describe Data management concepts.
- Understand the Data management workspace overview.
- Work with templates in the Data management workspace
- Prepare data for import or create all necessary startup data including postal code data, customers, vendors, and products.
- Describe use cases for and types of data entities.
- Export data from a legal entity.
- Import data into a legal entity
- Copy configuration data between companies or legal entities by using the data management framework.
- Describe use cases for the dual-write feature
- Plan a migration strategy
- Identify common migration scenarios and tools in Dynamics 365 Finance and Operations apps
- Determine the scope for a migration.
- Identify relevant data entities and elements based on given scenarios.
- Establish migration strategy processes including migration scope.
- Prepare data for migration and migrate data.
- Create a checklist for proper planning for a given scenario prior to data migration.
- Identify and extract source data.
- Identify available data types for creating source data on a given scenario for data migration.
- Generate field mapping between source and target data structures.
- Import or export data by using the data management framework.
- Support the transition between the existing and migrated systems.
- Perform a test migration and validate output from the process.
- Implement data task automation.
- Introduction
- Manage data in Dynamics 365 Finance and Operations apps
- Plan a migration strategy
- Prepare data for migration and migrate data
- Module Summary
- Work with templates in the Data management workspace
- Export and import data
- Copy configuration data between legal entities
- Describe the correlation between test cases and business requirements.
- Use best practices for recording test cases.
- Use Task recorder.
- Create a scenario for acceptance testing and save in a Business process modeler (BPM) library.
- Sync and configure your test plan in Azure DevOps.
- Execute your tests.
- Use Regression suite automation tool (RSAT).
- Create user acceptance tests (UAT) and test plans.
- Create and work with BPM.
- Use Issue search
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Frequently Asked Questions
ERP and CEM administrators, developers, and consultants who possess the ability to use Microsoft Dynamics 365 for modernizing business processes hold higher positions in organizations and see greater growth.
CRM is a system that manages operations and duties, including gathering customer information in a centralized database. CRM's primary duties include:
- Providing consumers with transparency: Keeping an eye on tasks
- automating procedures that serve customers
- promoting departmental cooperation
- In charge of email campaigns
- estimating sales
- distributing information and files among team members
A CRM system is composed of three key parts:
Campaign administration, collaborative tools, lead reporting, landing sites and forms, and email marketing automation are all included in marketing automation software.
CRM systems like Salesforce Automation have a grasp of client history, which boosts sales efficiency. Teams can estimate contract extensions and sales of product upgrades because of it. A CRM system also enables managers or representatives to establish ownership and accept responsibility.
Customer Services: A CRM system provides customers with the tools and technologies they need to manage cases more effectively, share knowledge, handle escalations, and handle their accounts. This contributes to cost-cutting without compromising service quality.
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