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    • Home
    • Service
      • Finance & Operations
      • Business Central
      • CRM & Power Platform
      • Data & AI Solutions
      • Shopify Connector
    • Careers
    • Insights
    • Training
      • D365 F&O Finance
      • D365 F&O SCM
      • D365 F&O For Developers
    • About Us
DevAnalytic365
  • Home
  • Service
    • Finance & Operations
    • Business Central
    • CRM & Power Platform
    • Data & AI Solutions
    • Shopify Connector
  • Careers
  • Insights
  • Training
    • D365 F&O Finance
    • D365 F&O SCM
    • D365 F&O For Developers
  • About Us

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)

Learn More

Advanced Course

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)



Explore Advanced Finance

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