This comprehensive course is designed to provide participants with a deep functional understanding of Microsoft Dynamics 365 Finance and Operations, specifically focusing on Finance and Supply Chain Management (SCM). The course enables learners to manage and configure critical business processes including financial accounting, tax compliance, procurement, sales, inventory, fixed assets, budgeting, and reporting in a unified ERP environment.
Through real-life business scenarios and hands-on configurations, participants will learn how to manage the end-to-end Procure-to-Pay (P2P) and Order-to-Cash (O2C) cycles, set up financial structures like Chart of Accounts, Fiscal Calendars, Posting Profiles, and configure sales tax, bank accounts, and financial reports to support compliance and control etc.
Participants will also explore inventory management, vendor and customer relationships, purchase and sales agreements, and how to utilize the workflow engine for business process approvals. Key skills such as managing user roles, security, data sharing, and using tools like task recorder and data management for import/export are also covered.
Whether you’re a new consultant, finance user, or supply chain professional, this course provides the solid foundation needed to implement, support, and operate Microsoft D365 F&O in medium to large-scale organizations.
Curriculum
- 1 Section
- 96 Lessons
- 10 Weeks
- D365 F&O Finance and SCM96
- 1.1How to create a New Entity In D365?
- 1.2How to add Logo and Dashboard image
- 1.3How create CoA and Fiscal calendar
- 1.4Ledger Setup
- 1.5Main account
- 1.6Main account category & Account structure
- 1.7Number Sequence
- 1.8Journal Names & Type
- 1.9GL Parameter
- 1.10Journal Entries
- 1.11Trail Balance
- 1.12Exchange rate type & Currency exchange rate
- 1.13Foreign Currency revaluation
- 1.14How to create a bank account group and bank account
- 1.15Petty cash setup & Transactions
- 1.16AP Parameter
- 1.17Vendor Group & Vendor Posting Profile
- 1.18Create Vendor
- 1.19Create bank account for vendor
- 1.20Vendor Payment
- 1.21Vendor Payment journals Print
- 1.22Aging report
- 1.23Print Product receipt
- 1.24Combined Vendor Invoice From Two different PO with same Vendor
- 1.25How to create a workflow – PR
- 1.26How to create a workflow – PO
- 1.27Export, Import and Delete workflow
- 1.28Purchase Agreement (P2P)
- 1.29Purchase Requisition (P2P)
- 1.30RFQ (P2P)
- 1.31Purchase Order (P2P)
- 1.32Invoice Process after product receipt post (P2P)
- 1.33New Customer
- 1.34Sales Order
- 1.35Print setup
- 1.36Free Text Invoice
- 1.37Fixed assets Parameter
- 1.38Fixed assets group
- 1.39Fixed assets – Depreciation Profile
- 1.40Fixed assets book
- 1.41FA Posting profile
- 1.42FA – Master & Valuation
- 1.43FA – Acquisition
- 1.44FA – Depreciation
- 1.45FA – Sale
- 1.46FA – Split
- 1.47FA – Transfer
- 1.48FA – Change assets group
- 1.49General Journal entry/ Manual Entries
- 1.50General Journal line level approval by group
- 1.51Intercompany Transaction Setup
- 1.52Accrual Scheme
- 1.53Budgeting Parameter
- 1.54Budget Model
- 1.55Budget Code
- 1.56Budget cycle and dimension for budgeting
- 1.57Budget control Configuration
- 1.58Budget Register entry
- 1.59Actual Vs Budget report
- 1.60Tax registration number(TRN) configur
- 1.61Tax ledger posting group
- 1.62Sales tax authorities
- 1.63Sales tax settlement period
- 1.64Sales tax code
- 1.65Sales tax group
- 1.66Item sales tax group
- 1.67Tax – Parameter
- 1.68Tax – Sales tax inquiries – Report
- 1.69Tax – Sales tax reports
- 1.70User creation, Enable & Disable
- 1.71Assign role
- 1.72Assign entity to roles
- 1.73How to create new security roles and how to delete security roles
- 1.74Security configuration/ Customise user role
- 1.75Cross company data sharing
- 1.76User Group
- 1.77How to create a worker
- 1.78Assign entity to worker
- 1.79Export data from data management
- 1.80Import data from data management
- 1.81Copying data legal entities to entity
- 1.82Dashboard, Modules & Workspaces
- 1.83User option – Dashboard
- 1.84Task recorder – Dashboard
- 1.85Create Leads – O2C
- 1.86How to create Leads – O2C.mp4
- 1.87Quotation for Prospect & Create Prospect – O2C Process
- 1.88Quotation for Customer – O2C Process
- 1.89Create SO from Quotation – O2C Process
- 1.90Create Partially Sales Order – O2C Process
- 1.91Prepayment Setup
- 1.92Prepayment Sales Invoice Process
- 1.93Return sales & Credit note – O2C Process
- 1.94Sales Agreement – O2C Process
- 1.95Sales Report
- 1.96New Department
Instructor
