Dynamics 365 Finance and Operations: Treasury and Accounting Training Course

Microsoft Dynamics 365 Business Central (BC) is a contemporary ERP solution designed to support end-to-end business processes, including comprehensive warehouse and inventory management. By leveraging enhanced integration capabilities and add-ons such as Warehouse Insight, BC facilitates efficient warehouse operations, license plating, and operational automation across the organization.

This instructor-led, live training (available online or onsite) targets intermediate-level warehouse operations teams, ERP consultants, and systems professionals seeking to implement or optimize warehouse management within Dynamics 365 Business Central. The course emphasizes best practices, the use of mobile devices, and high-quality integration workflows.

Upon completion of this training, participants will be able to:

• Configure and manage warehouse operations within Dynamics 365 Business Central.
• Leverage Warehouse Insight for real-time, mobile execution of warehouse tasks.
• Implement license plating and traceability mechanisms to strengthen inventory control.
• Integrate equipment calibration, test requests, and quality control processes into ERP workflows.

Format of the Course

• Interactive lectures and discussions.
• Extensive exercises and practical practice.
• Hands-on implementation within a live laboratory environment.

Course Customization Options

• To request customized training for this course, please contact us to arrange the details.

This instructor-led live training in Slovakia (online or onsite) is aimed at business analysts who wish to optimize marketing and sales processes with Microsoft Dynamics 365.

By the end of this training, participants will be able to:

• Use the different modules in Microsoft Dynamics 365 to manage process flows.
• Integrate the Power Platform into Microsoft Dynamics 365.
• Structure different common data models such as records, segment charts, and more.
• Automate processes with Microsoft Flow integration.

This instructor-led, live training in Slovakia (offered online or onsite) targets intermediate-level business analysts aiming to spearhead initiatives for ongoing business process improvement and system upgrades.

By the conclusion of this training, participants will be able to:

• Develop a thorough understanding of the Dynamics 365 ecosystem.
• Configure, set up, and manage various Dynamics 365 components effectively.
• Evaluate current business processes and recommend optimizations leveraging Dynamics 365 features.
• Oversee migrations and updates within the Dynamics 365 environment.

This instructor-led, live training in Slovakia (online or onsite) is designed for beginner to intermediate participants looking to enhance their customer service operations using Dynamics 365 Customer Service.

Upon completing this training, participants will be able to:

• Understand the core features and functionalities of Dynamics 365 Customer Service.
• Set up and configure the D365 Customer Service environment.
• Manage customer interactions and cases efficiently.
• Utilize analytics to improve service delivery.
• Integrate Dynamics 365 Customer Service with other Microsoft applications.

This instructor-led, live training in Slovakia (online or onsite) is designed for beginner to intermediate-level participants seeking a comprehensive understanding of Dynamics 365 Sales and how to effectively leverage the platform to improve their sales operations.

Upon completion of this training, participants will be capable of:

• Grasping the core features and functionalities of Dynamics 365 Sales.
• Setting up and configuring the D365 Sales environment.
• Managing customer relationships and sales processes using D365 Sales.
• Leveraging data and analytics to inform sales decisions.
• Integrating Dynamics 365 Sales with other Microsoft applications.

Microsoft Dynamics 365 Customer Service offers a robust solution for overseeing customer support, service operations, and omnichannel engagement.

This instructor-led, live training session (available online or onsite) is designed for intermediate-level users who want to implement and configure customer service solutions using Dynamics 365 Customer Service.

By the end of this training, participants will be able to:

• Configure and manage case automation, queues, and routing logic.
• Implement omnichannel tools such as chat, SMS, and agent workspace.
• Create personalized customer experiences using surveys and analytics.
• Integrate AI assistants and IoT devices for proactive support scenarios.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This instructor-led, live training in Slovakia (online or onsite) is designed for intermediate-level customer experience analysts and marketing operations professionals who wish to use Dynamics 365 Customer Insights to unify customer data and deliver targeted, compliant customer journeys.

By the end of this training, participants will be able to connect and unify data sources, create segments and metrics, build and publish journeys, and monitor and troubleshoot results.

About This Course

Dynamics 365 Finance and Operations apps encompass, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance enables you to: Automate and modernize global financial operations. Monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth. Drive strategic financial decisions with artificial intelligence (AI), unify and automate financial processes, reduce operational expenses, and decrease global financial complexity and risk. Dynamics 365 Supply Chain Management enables you to: Transform manufacturing and supply chain operations. Use predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management. Maximize operational efficiency, product quality, and profitability. Innovate with intelligent manufacturing operations, modernize warehouse management, optimize production performance, maximize the life of your assets, and automate and streamline your supply chain. Note: For more information, please refer to https://docs.microsoft.com/learn/paths/get-started-finance-operations/ In this module, we will focus on the core features and functionality for Dynamics 365 Finance apps that are most used by end users and consultants.

Audience Profile

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

At Course Completion

After completing this course, students will be able to:

• Navigate and efficiently use search, filtering and queries
• Use operational workspaces
• Work with Business Document Management
• Work with record templates
• Integrate Power BI with Dynamics 365 Finance and Operations apps
• Personalize workspaces
• Identify when to use Power Platform in Dynamics 365 Finance and Operations app.
• Apply security roles to users
• Run and analyze security reports
• Create and use workflow for approval
• Work with Organization Hierarchy and its purposes.
• Use personalization feature
• Use Data Management workspace
• Create and use entity templates
• Copy configuration data between legal entities
• Import and Export data and manage data by using Office Integration
• Use Regression Suite Automation Tool (RSAT)
• Create User acceptance Tests (UAT) and test plans
• Create and work with Business Process Modeler (BPM)
• Understand how to use Issue search

About This Course

This course is designed to build your foundation in Dynamics 365 Supply Chain Management application knowledge. This course will cover the most important features and functionalities needed by Dynamics 365 Supply Chain Management functional consultant including: The product information and how to configure, create, and manage your product and inventory. Supply chain management configuration and processing. The transportation management features, and the warehouse management features. Quality management and quality control functionalities. Master planning configuration and processing. This course includes lectures and several hands-on exercises. The exercises will be introduced to you on a form of a case study presented to a Dynamics 365 Supply Chain Management functional consultant. Each exercise will be bases on a business scenario followed by a question or discussion then a step-by-step guidance to perform the system related steps.

Audience Profile

This course is designed for The Dynamics 365 Supply Chain Management functional consultant. The Dynamics 365 Supply Chain Management functional consultant is a key resource that designs and configures apps to meet the requirements for a customer. The functional consultant analyzes business requirements and translates those requirements into fully realized business processes and solutions that implement industry-recommended practices. The functional consultant specializes in one or more of the following feature sets of Dynamics: finance, manufacturing, or supply chain management. They partner with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed the needs of their customers.

After completing this course, students will be able to:

• Configure the most important Dynamics 365 Dynamics 365 Supply Chain Management functionalities.
• Process most of the Dynamics 365 Supply Chain Management transactions.
• Explain to others how Dynamics 365 Supply Chain Management features and functionalities works.

This instructor-led, live training in Slovakia (online or on-site) is designed for beginner to intermediate-level participants seeking to utilize the MS Dynamics 365 Sales Insights module for smarter sales strategies and improved customer engagement.

Upon completing this training, participants will be able to:

• Grasp the features and benefits of the Sales Insights module.
• Apply AI-driven analytics to boost sales performance.
• Customize and configure the module to meet specific business requirements.
• Utilize insights for lead scoring, relationship health assessments, and pipeline management.
• Integrate Sales Insights with other Dynamics 365 modules and third-party tools.

Microsoft Dynamics 365 Finance & Operations is an enterprise-grade ERP platform designed to manage global financials, supply chain operations, and logistics.

This instructor-led, live training (online or onsite) is aimed at intermediate-level to advanced-level ERP users and internal support teams who need to understand the functional capabilities of Microsoft Dynamics 365 F&O in the Finance and Supply Chain modules.

By the end of this training, participants will be able to:

• Navigate and configure core Finance and SCM functionalities.
• Manage vendor, customer, and tax information within the system.
• Create and track purchase orders, invoices, and payments.
• Operate inventory and logistics workflows through the platform.
• Understand key process flows in procurement and accounting.
• Support business users through functional configuration and error handling.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Microsoft Dynamics 365 Finance & Operations offers a robust development environment tailored for customizing ERP functionality and facilitating integration with external systems.

Designed for intermediate to advanced developers and technical support professionals, this instructor-led training (available online or onsite) focuses on the skills needed to develop, maintain, and support solutions within Microsoft Dynamics 365 Finance & Operations.

Upon completion of this course, participants will be equipped to:

• Configure a development environment using Visual Studio and X++.
• Build forms, classes, tables, and workflows within F&O.
• Implement business logic utilizing events, permissions, and validation rules.
• Develop custom reports and extend existing functionalities.
• Integrate external services via REST APIs and OData.
• Perform testing, debugging, and performance optimization within the F&O environment.
• Manage data migrations and oversee ongoing system updates.

Course Format

• Engaging lectures and interactive discussions.
• Extensive exercises and practical application.
• Hands-on implementation in a live laboratory environment.

Customization Options

• For information on arranging a customized version of this course, please contact us directly.