Finance and Operations Functional Training

Course provides a formal introduction and a systematic approach to the finance functional area of D365 F&O. This will provide the required foundation of understanding about major business process of finance which cuts across various modules in D365 for Finance and Operations. A step-by-step approach to business processes as offered in the course, emphasizes the interwoven relationship between various activities in an organization.

The course covers the fundamentals of financial functional areas such as general ledger, accounts receivable, accounts payable, cash and bank and fixed assets. The learning should help the attendees in mapping the business transactions into a system flow of events. Various system features offered by D365 F&O used in the course will help to learn about business terminologies, process flows and best practices.

Starting from the introduction to basic company setup, the course will cover the complete configuration of financial aspects of business for an organization. The course will cover the ‘core finance’ aspects of D365 F&O as mentioned in the course outline in a subsequent section.

• Apply the basic concepts of accounting and system logics to create a company to perform financial transactions
• Understand the system requirement for general ledger, accounts receivables, accounts payable, cash & bank and fixed asset masters, references (sub-masters) and transactions.
• Understand the inter-relationship and inter-dependencies between activities across processes and functions
• Configure system primitives to meet business requirements.

• Fresh graduates from B- Schools, junior financial analysts, junior ERP functional consultants with a basic understanding of the functional aspects of business are the right target audience of the course.
• Working professionals from the finance & accounting functional area, with sound functional knowledge of business processes, who would like to switch careers to ERP consulting are the welcome audience of the course.
• Working professional from organizations using D365 F&O, or an older version, for their business operations to refresh their knowledge on the product, or to acquire new knowledge or to learn about untapped functionalities.
• ERP professionals interested in acquiring additional skills are welcome to join the course.

• To acquire a complete understanding on the financial modules of D-365 for finance and operations leading to educational level 3 i.e., Application of knowledge.

• The sessions are planned to be delivered through a virtual classroom by online screen share method and interactive voice chats.

• Some basic understanding of business operations and the underlying process concepts.
• Active participation in the class proceedings, willingness to learn and share experiences, providing complete attention, promptly completing hands-on lab exercises and gaining the required level of education.