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Microsoft Dynamics 365 for Finance and Operations Workshop Course

Training by  Trainingcred
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On-Site / Training
Jul 15, 2024 - Jul 26, 2024
USD  2,200.00

Details

Introduction

In a fast-paced and dynamic business world, having a solid understanding of financial management and operational efficiency is vital. Microsoft Dynamics 365 for Finance and Operations is the industry-leading ERP solution that empowers organizations to make data-driven decisions, gain a competitive edge, and navigate the ever-changing landscape with confidence. This workshop is your gateway to mastering this powerful tool and harnessing its full potential to revolutionize your business strategies.

Why should you attend this training course?

Our comprehensive Microsoft Dynamics 365 for Finance and Operations Workshop is a hands-on, immersive experience that blends theory with practical applications. Throughout this course, we will delve into real-world scenarios, drawing on anecdotes and relatable themes to illustrate the transformative impact of Dynamics 365 on businesses of all sizes. You will be guided by expert instructors who have a wealth of experience in finance and operations as you explore the intricacies of the platform.

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a suite of intelligent business applications developed by Microsoft that combine CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) capabilities into a single, integrated cloud-based platform. It is designed to help organizations streamline their operations, enhance customer engagement, and make data-driven decisions to drive business growth and success.

Microsoft Dynamics 365 is built on the Microsoft Power Platform, allowing users to extend the functionality of applications using Power Apps, Power Automate, and Power BI. It also integrates seamlessly with other Microsoft products, such as Office 365 and Azure, enhancing collaboration and data analysis capabilities.

With its cloud-based nature, Dynamics 365 offers scalability, flexibility, and real-time accessibility, making it an attractive solution for businesses of all sizes and industries seeking to optimize their operations, improve customer experiences, and stay competitive in the digital era.

Who will benefit from this course?

This engaging workshop is designed for professionals seeking to enhance their knowledge of Microsoft Dynamics 365 for Finance and Operations. Whether you're a seasoned finance expert, an operations manager, or a budding entrepreneur, this course will empower you with the tools and insights to streamline financial processes, optimize operations, and drive business success!

This course is suitable for participants with a basic understanding of finance and operations concepts. Whether you're a beginner looking to build a strong foundation or an intermediate-level professional seeking to refine your skills, this workshop caters to diverse levels of expertise.

What are the Organizational and Professional Benefits of this course?

By investing in this workshop, organizations can expect to witness improved financial visibility, streamlined operations, and increased productivity. With a team of Dynamics 365 experts on board, businesses can optimize their ERP implementation, drive digital transformation, and stay ahead in today's competitive marketplace.

For professionals attending this course, the benefits are manifold. You will emerge as a sought-after finance and operations expert, well-versed in harnessing the power of Dynamics 365 to solve complex business challenges. This new skill set will not only boost your career prospects but also increase your earning potential, opening doors to exciting opportunities in the ever-evolving world of finance and operations.

What are the objectives of this course?

The objectives of this training course include:

  • Familiarize yourself with the key features and functionalities of Microsoft Dynamics 365 for Finance and Operations.
  • Learn how to optimize financial processes, including budgeting, forecasting, and financial reporting, to drive profitability and growth.
  • Streamline your organization's supply chain and inventory management to enhance operational efficiency and reduce costs.
  • Discover how to effectively utilize business intelligence tools within Dynamics 365 to make data-driven decisions.
  • Gain hands-on experience customizing and configuring Dynamics 365 to align with your organization's unique needs.
  • Develop strategies to effectively manage projects, resources, and streamline project accounting processes.
  • Enhance your overall understanding of the Microsoft ecosystem, including integrations with other Microsoft applications.
How do we train: Our Dynamic Training Approach

Our workshop adopts a practical, hands-on approach, ensuring you gain first-hand experience in navigating Microsoft Dynamics 365 for Finance and Operations. You'll have access to a sandbox environment, allowing you to experiment, test configurations, and apply your learning in a risk-free space. Engaging presentations, interactive group activities, and case studies will keep you actively involved throughout the course, ensuring a rewarding and enjoyable learning experience.


Outline

Module 1: Introduction to Microsoft Dynamics 365 for Finance and Operations
  • Understanding the Dynamics 365 ecosystem
  • Exploring the features and benefits of Finance and Operations
  • Navigating the user interface and personalizing your workspace
  • Hands-on: Getting familiar with the platform
Module 2: Financial Management with Dynamics 365
  • Mastering financial accounting and reporting
  • Budgeting and forecasting for data-driven decisions
  • Managing cash flow and financial analysis
  • Real-world case studies: Solving financial challenges
Module 3: Optimizing Supply Chain and Inventory Management
  • Streamlining procurement processes
  • Inventory control and demand planning
  • Warehouse and transportation management
  • Interactive simulation: Running a smooth supply chain
Module 4: Business Intelligence and Data Analysis
  • Utilizing Power BI for insights and reporting
  • Creating interactive dashboards and visualizations
  • Leveraging AI-driven analytics for forecasting
  • Workshop exercise: Analyzing real-time business data
Module 5: Project Management and Accounting
  • Project planning and resource management
  • Tracking project progress and performance
  • Project accounting and revenue recognition
  • Case-based learning: Managing complex projects
Module 6: Customizing Dynamics 365 for Your Organization
  • Configuring entities and fields to match business requirements
  • Creating custom workflows and business processes
  • Integrating with other Microsoft applications
  • Hands-on lab: Tailoring Dynamics 365 to your organization
Module 7: Best Practices and Tips for Success
  • Key considerations for successful implementation
  • Change management and user adoption strategies
  • Ensuring data security and compliance
  • Group discussion: Sharing success stories and challenges

Schedules

Jul 15, 2024 - Jul 26, 2024
No. of Days: 10
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Trainingcred Institute is a global institutional capacity building, technical and management consultancy firm with its head office in Nairobi, Kenya. Trainingcred  offers technical and management consultancy services as well as education and training services designed for individuals’ and groups from organizations working in public, not for profit and private sectors.

Trainingcred has identified itself with a niche market that largely comprises of Government ministries, departments and agencies (MDA’s) and UN agencies, Non-Governmental Organizations, from Africa, Europe, Asia, Middle-East and the Caribbean. We have also served academic institutions, international research organizations, financial institutions and private companies from across the globe.

Our education and training services are aimed helping individuals improve their professional knowledge, competence, skill, and effectiveness and enable the institutions to get the best out of their workforce. This is achieved through conducting high impact professional diploma and certificate courses, short courses, conferences, workshops and seminars.
Trainingcred Institute
Kenya
+254759509615
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