Basic Course

Length: 5 days 

Objectives: 

This course provides a solid foundation in Dynamics 365 Finance & Operations (D365FO) for finance professionals. You'll gain a comprehensive understanding of core financial modules, navigation, setup, and basic operations, enabling you to effectively utilize the system for essential tasks. 

Benefits: 

• Master the fundamentals of D365FO Finance, from navigation to essential tasks. 
• Gain practical experience in data entry, reporting, and core financial processes. 
• Build a strong base for career advancement in finance roles using D365FO. 
• Enhance your efficiency and accuracy in managing financial operations. 

Subjects Covered: 

• Module 1: Introduction to D365 Finance 
• Overview of ERP and D365FO Finance. 
• Navigating the D365FO interface. 
• Basic system customization for user preferences. 
• Security roles and permissions. 
• Module 2: Financial Setup and Configuration 
• Chart of accounts and dimensions. 
• Fiscal calendars and periods. 
• Basic posting profiles. 
• Basic financial entity setup. 
• Module 3: General Ledger Basics 
• Journal entries and basic posting. 
• Ledger inquiry and reconciliation. 
• Introduction to budgeting. 
• Module 4: Accounts Payable Fundamentals 
• Vendor setup and management. 
• Purchase order processing basics. 
• Invoice processing basics. 
• Basic payment management. 
• Module 5: Accounts Receivable Fundamentals 
• Customer setup and management. 
• Sales order processing basics. 
• Invoice generation basics. 
• Basic cash application. 
• Module 6: Basic Reporting and Inquiry 
• Basic financial reports. 
• Inquiry tools and dashboards. 
• Basic financial statement customization. 
• Hands-on Labs: Practical exercises for basic navigation, data entry, and reporting. 
• Assessment: Basic understanding tests and hands-on assignments. 

Who Should Attend: 

• Finance professionals new to D365FO. 
• Analysts and managers seeking a foundational understanding of D365FO Finance. 
• Anyone involved in financial operations who needs to use D365FO. 

Delivery: 

• Virtual Instructor-Led Training (VILT) 
• On-site training available (US and Canada)

Length: 5 days 

Objectives: 

This course builds upon the foundational knowledge of D365FO Finance and delves into advanced functionalities, complex processes, and best practices for optimizing financial management within the system. 

Benefits: 

• Master advanced features and configurations within D365FO Finance modules. 
• Gain in-depth knowledge of complex financial processes, compliance, and security. 
• Enhance your analytical and problem-solving skills for advanced financial management. 
• Become a highly sought-after expert in D365FO Finance. 

Subjects Covered: 

• Module 1: Advanced General Ledger Management 
• Advanced journal entries and posting. 
• Advanced ledger reconciliation. 
• Advanced budgeting and forecasting. 
• Module 2: Advanced Accounts Payable 
• Advanced invoice processing and approvals. 
• Vendor collaboration and communication. 
• Advanced payment management and reconciliation. 
• Module 3: Advanced Accounts Receivable 
• Advanced sales order processing. 
• Collections strategies and tools. 
• Advanced cash application techniques. 
• Module 4: Fixed Assets Management 
• Advanced fixed asset setup and depreciation. 
• Capitalization and disposal strategies. 
• Maintenance and tracking best practices. 
• Module 5: Advanced Reporting and Analysis 
• Power BI integration for financial analysis. 
• Advanced Management Reporter features. 
• Customizing advanced financial statements. 
• Module 6: Compliance and Security 
• Advanced security considerations. 
• Audit trails and advanced traceability. 
• Compliance with financial regulations. 
• Module 7: Complex Transactions 
• Intercompany transactions. 
• Consolidations and eliminations. 
• Multi-currency and global operations. 
• Hands-on Labs: Advanced simulations and case studies for complex financial processes. 
• Assessment: Advanced-level projects, case studies, and final exam. 

Who Should Attend: 

• Finance professionals, analysts, and managers with a basic understanding of D365FO Finance. 
• IT professionals involved in advanced D365FO implementations. 
• Individuals seeking to expand their expertise and career opportunities in D365FO Finance. 

Delivery: 

• Virtual Instructor-Led Training (VILT) 
• On-site training available (US and Canada)