Dynamics 365 Finance and Operations: Treasury and Accounting Training Course
Microsoft Dynamics 365 Finance and Operations (F&O) serves as an enterprise resource planning (ERP) solution designed to help organizations automate and streamline their financial and operational processes.
This instructor-led, live training session, available both online and onsite, is designed for treasury and finance professionals at beginner to intermediate levels who aim to strengthen their expertise, enhance report generation capabilities, and fully leverage Dynamics 365 for financial operations.
Upon completing this training, participants will be able to:
- Navigate and customize the Dynamics 365 Finance and Operations interface.
- Create and analyze financial reports with greater efficiency.
- Manage treasury activities, such as cash flow management and bank reconciliations.
- Improve financial workflows to boost operational efficiency.
Course Format
- Interactive lectures and discussions.
- Extensive exercises and practical sessions.
- Hands-on implementation within a live-lab environment.
Course Customization Options
- For inquiries regarding customized training for this course, please contact us to make arrangements.
Course Outline
Introduction to Dynamics 365 Finance and Operations
- Overview of Dynamics 365 ERP capabilities
- System navigation and customization
- Understanding key modules for finance and operations
Financial Management and Treasury Functions
- Managing cash flow and liquidity
- Bank reconciliations and payment processing
- Handling accounts payable and receivable
Report Generation and Financial Analysis
- Creating financial reports using built-in tools
- Generating balance sheets, profit & loss statements
- Exporting and integrating financial data with other systems
Accounting Processes and Workflow Optimization
- Automating recurring financial tasks
- Understanding ledger, budgeting, and cost accounting
- Optimizing financial workflows for efficiency
Advanced Features and Customization
- Configuring role-based security and access controls
- Integrating Dynamics 365 with Power BI for insights
- Customization and automation using Power Automate
Best Practices and Troubleshooting
- Common challenges and solutions
- Ensuring compliance and data integrity
- Performance tuning and optimization tips
Summary and Next Steps
Requirements
- Fundamental understanding of financial and accounting principles
- Prior experience with ERP systems (advantageous but not mandatory)
- Familiarity with business processes associated with treasury and finance
Target Audience
- Treasury professionals utilizing Dynamics 365
- Accounting analysts and financial managers
- ERP users seeking to maximize the capabilities of Dynamics 365
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Dynamics 365 Finance and Operations: Treasury and Accounting Training Course - Enquiry
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