Dynamics 365 Finance and Operations: Treasury and Accounting Training Course

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

This instructor-led, live training (available online or on-site) is tailored for intermediate-level warehouse operations teams, ERP consultants, and systems professionals who aim to implement or optimize warehouse management in Dynamics 365 Business Central using best practices, mobile devices, and robust integration workflows.

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

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

Format of the Course

• Interactive lecture and discussion.
• Extensive exercises and practice sessions.
• 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 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 (online or onsite) is aimed at intermediate-level business analysts who wish to lead initiatives for continuous business process improvement and system enhancements within their organizations.

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

• Gain a comprehensive understanding of Dynamics 365.
• Set up, configure, and manage various components of Dynamics 365.
• Analyze existing business processes and make recommendations for optimization using Dynamics 365 functionalities.
• Manage migrations and updates within Dynamics 365.

This instructor-led, live training in Slovakia (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to enhance their customer service operations using Dynamics 365 Customer Service.

By the end of 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 aimed at beginner-level to intermediate-level participants who wish to gain a comprehensive understanding of Dynamics 365 Sales and effectively use the platform to enhance their sales operations.

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

• Understand the core features and functionalities of Dynamics 365 Sales.
• Set up and configure the D365 Sales environment.
• Manage customer relationships and sales processes using D365 Sales.
• Utilize data and analytics to drive sales decisions.
• Integrate Dynamics 365 Sales with other Microsoft applications.

Microsoft Dynamics 365 Customer Service is a comprehensive solution designed to manage customer support, service operations, and omnichannel engagement effectively.

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

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

• Set up and manage case automation, queues, and routing logic efficiently.
• Deploy omnichannel tools such as chat, SMS, and agent workspaces to enhance customer interactions.
• Create personalized customer experiences through surveys and advanced analytics.
• Integrate AI assistants and IoT devices to provide proactive support solutions.

Course Format

• Interactive lectures and discussions.
• Ample exercises and practical practice sessions.
• Hands-on implementation in a live-lab environment.

Customization Options for the Course

• To request a customized training program, please contact us to arrange.

This instructor-led, live training in Slovakia (online or onsite) is aimed at 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 measures, build and publish journeys, and monitor and troubleshoot results.

About This Course

Dynamics 365 Finance and Operations apps include, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance helps you to: Automate and modernize your 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 your financial processes, reduce operational expenses, and decrease global financial complexity and risk. Dynamics 365 Supply Chain Management helps you to: Transform your 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 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:

• How to navigate and efficiently use search, filtering and queries
• How to use operational workspaces
• Work with Business Document Management
• Work with record templates
• Integrate Power BI with Dynamics 365 Finance and Operations apps
• How to personalize workspaces
• Identify when to use Power Platform in Dynamics 365 Finance and Operations app.
• How to apply security roles to users
• Run and analyze security reports
• Create and use workflow for approval
• Work with Organization Hierarchy and its purposes.
• How to use personalization feature
• Use Data Management workspace
• Create and use and 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 a strong foundation in the Dynamics 365 Supply Chain Management application. It covers essential features and functionalities that are crucial for Dynamics 365 Supply Chain Management functional consultants. The topics include product information management, configuration, creation, and inventory management. You will also explore supply chain management configuration and processing, transportation management features, warehouse management functionalities, quality management and control, as well as master planning configuration and processing. The course includes lectures and several hands-on exercises, which are presented in the form of case studies relevant to a Dynamics 365 Supply Chain Management functional consultant. Each exercise is based on a business scenario, followed by a question or discussion, and then step-by-step guidance to perform the necessary system steps.

Audience Profile

This course is tailored for Dynamics 365 Supply Chain Management functional consultants. These consultants are key resources who design and configure applications to meet customer requirements. They analyze business needs and translate them into comprehensive business processes and solutions that adhere to industry best practices. Functional consultants may specialize in one or more of the following areas of Dynamics: finance, manufacturing, or supply chain management. They collaborate with architects, developers, administrators, and other stakeholders to deliver solutions that meet or exceed customer expectations.

After completing this course, students will be able to:

• Configure the most important functionalities in Dynamics 365 Supply Chain Management.
• Process a wide range of transactions within Dynamics 365 Supply Chain Management.
• Explain how various features and functionalities of Dynamics 365 Supply Chain Management operate to others.

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

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

• Understand the features and benefits of the Sales Insights module.
• Use AI-driven analytics to enhance sales performance.
• Customize and configure the module for specific business needs.
• Leverage insights for lead scoring, relationship health, 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 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 supply chain management 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.
• Numerous exercises and practice sessions.
• 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 provides a robust development environment designed for customizing ERP functionalities and integrating with external systems.

This instructor-led, live training (available both online and on-site) is tailored for intermediate to advanced developers and technical support professionals who aim to develop, maintain, and support solutions within Microsoft Dynamics 365 Finance & Operations.

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

• Set up a development environment using Visual Studio and X++.
• Create forms, classes, tables, and workflows in F&O.
• Implement business logic through events, permissions, and validations.
• Generate custom reports and extend existing functionalities.
• Integrate external services using REST APIs and OData.
• Test, debug, and optimize performance in the F&O environment.
• Manage data migrations and ongoing system updates.

Format of the Course

• Interactive lectures and discussions.
• Plenty of exercises and practice sessions.
• Hands-on implementation in a live-lab environment.

Course Customization Options

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