Microsoft Dynamics 365
for Finance and
Operations,
Supply Chain Management
Overview
Course Objective
Who Should Attend
This course is designed for professionals involved in supply chain management, finance operations, and logistics within organizations using or planning to implement Microsoft Dynamics 365 for Finance and Operations. The target audience includes:
Supply Chain Managers
Inventory Managers
Warehouse Managers
Procurement Professionals
Business Analysts
IT Professionals working with Dynamics 365
Anyone looking to improve their understanding of Dynamics 365 Supply Chain Management functionality
Prerequisites
Participants should have:
A basic understanding of supply chain management principles
Familiarity with Microsoft Dynamics 365 or ERP systems (though not mandatory, it is recommended)
Basic knowledge of finance and operations processes within a business environment
Training Calendar
Intake
Duration
Program Fees
Module
Module 1 - Supply Management
To configure the inventory, you should first understand daily operations
of the inventory. In this lesson we first discuss inbound and outbound
inventory operations. This module explains how to configure Inventory
components for supply chain management processes in Finance and
Operations.
• Introduction
• Configure serial and batch numbers
• Configure inventory breakdown
• Configure inventory and warehouse journals
• Configure inventory dimensions
• Inventory closing and adjustment
• Practice Labs
• Module summary
In this module you learned how to:
• Perform inbound and outbound inventory operations
• Configure Inventory parameters
• Configure Tracking number groups
• Configure inventory breakdown
• Configure inventory and warehouse Journals
• Configure Units
• Configure Inventory dimensions
• Configure inventory costing
• Setup Distribution
Module 2 - Use Inventory Reports
This topic explains how to use Inventory journals in Finance and
Operations.
• Introduction
• Use inventory journals
• Practice labs
• Module summary
In this module you learned to:
• Use movement journals
• Use inventory adjustment journals
• Use transfer journals
• Use counting and tag counting journals
• Use item arrival journals
• Use consignment journals
Module 3 - Use Inventory Reports
This topic explains how to use Inventory reports for supply chain
management processes in Finance and Operations.
• Introduction
• Understand ABC classification
• Use other inventory inquiries and reports
• Practice Labs
• Module summary
In this module you learned to:
• Understand ABC Classification
• Use Inventory inquires and reports
Module 4 - Create Products and Product Masters
Product information management in Dynamics 365 for Finance and
Operations is for the creation and maintenance of an Enterprise Products
Repository. It supports larger organizations in a centralized, structured
approach in creating and maintaining core master data such as product
definitions. Smaller organizations that require a more decentralized
approach can, with some restrictions, create and maintain their respective
products while their products are automatically added to the shared
products repository. This topic explains how to configure products for
supply chain management processes in Finance and Operations.
• Introduction
• Create products
• Create product masters with variants
• Create and configure attributes and category hierarchies
• Configure item pricing
• Practice Labs
• Module summary
In this module you learned how to:
• Create products as type item and service
• Configure default order settings
• Create Product masters with predefined variants
• Create and configure category hierarchies
• Create product attributes
Module 5 - Create Bill of Materials
A bill of materials is a comprehensive list of all the components, parts,
raw materials, assemblies and their quantities that are required to make
a finished product. This module explains how create bill of materials and
BOM versions by using BOM designer in Finance and Operations.
• Introduction
• Use BOM designer
• Practice lab
• Module summary
In this module you learned how to:
• Create Bill of materials and BOM versions by using BOM designer
FAQs
General Questions:
Q: What is the Microsoft Dynamics 365 for Finance and Operations, Financials course about?
A: This comprehensive 4-day course is designed to equip participants with practical skills in configuring and managing the core financial components of Microsoft Dynamics 365 for Finance and Operations. You’ll learn how to streamline financial operations through currency and exchange rate setup, fiscal calendar configuration, chart of accounts management, ledger and journal setup, and effective cash and bank management.
Q: Who should attend this course?
A: This course is perfect for finance professionals, ERP/CRM consultants, system administrators, business analysts, and project managers. Anyone involved in implementing, configuring, or overseeing financial modules in Microsoft Dynamics 365 will benefit from this training.
Q: What are the prerequisites?
A: Participants should have a foundational understanding of ERP or CRM systems. Familiarity with financial processes or prior IT system experience will be helpful for easier grasp of the content.
Q: How long is the course?
A: The course runs over 4 full days.
Q: What will I learn in this course?
A: Key topics include financial management in Dynamics 365, configuring currencies, legal entities, and exchange rates, creating fiscal calendars, years, and periods, setting up and managing the chart of accounts, configuring ledgers, journals, and financial dimensions, and managing cash and bank operations including transactions and forecasting.
Q: Will I get a certificate after the course?
A: Yes. Upon successful completion of the course, you’ll receive a Certificate of Completion from the training provider. However, this course does not include a formal Microsoft certification exam.
Program Content & Skills:
: What skills will I gain from the Microsoft Dynamics 365 for Finance and Operations, Financials course?
A: You’ll gain practical skills in configuring and managing key financial features in Microsoft Dynamics 365. This includes setting up currencies and fiscal calendars, managing the chart of accounts, configuring financial dimensions, handling ledgers and journals, and optimizing cash and bank management.
Q: Will I learn how to optimize financial operations in this course?
A: Yes. The course is designed to help you streamline financial processes. You’ll learn how to set up and automate financial components to improve accuracy, efficiency, and overall financial control within your organization.
Q: Can I learn how to manage financial transactions and accounts in this course?
A: Yes. You’ll be trained on how to handle essential financial transactions such as journal entries, currency exchanges, account configuration, and fiscal period management using real business scenarios.
Q: Is the installation and configuration of financial management features covered in the course?
A: Yes. The course covers configuration tasks in depth, including how to set up the chart of accounts, define legal entities, configure fiscal calendars, assign financial dimensions, and tailor ledger and journal processes to business needs.
Q: Will I be able to apply Dynamics 365 for Finance and Operations skills in real-world scenarios after the course?
A: Yes. The course focuses on real-world applications. By the end of the training, you’ll be confident in using Dynamics 365 for day-to-day financial tasks and in supporting broader financial management strategies across your organization.
Submit your interest today !
