Introduction
In the ever-evolving landscape of business operations, proficiency in Dynamics 365 Finance and Operations is increasingly essential, especially in Asia’s thriving economic markets. The ability to manage finances and operations effectively is a critical skill for professionals aiming to succeed in this fast-paced environment. This course is designed to equip treasury and accounting professionals with the necessary tools to leverage Dynamics 365, thereby enhancing their financial management capabilities and operational efficiency.
The Business Case
For HR managers and company executives, investing in Dynamics 365 training for their teams can yield substantial returns. Employees equipped with these skills can streamline financial processes, reduce errors, and enhance decision-making, leading to improved financial performance and competitive advantage. The course offers a comprehensive understanding of financial modules that help optimize resource management and strategic planning.
Course Objectives
- Understand the core functionalities of Dynamics 365 Finance and Operations.
- Develop skills in financial reporting and analysis.
- Learn to configure and manage treasury operations.
- Improve decision-making through enhanced data insights.
- Streamline accounting processes to boost efficiency.
Syllabus
Module 1: Introduction to Dynamics 365
This module provides an overview of the Dynamics 365 platform, focusing on its financial and operational capabilities. Participants will learn about the interface, navigation, and basic functionalities necessary for effective use.
Module 2: Financial Management
Delve into the financial management features of Dynamics 365. Topics include budgeting, financial reporting, and ledger management. Participants will gain hands-on experience in managing financial transactions and generating insightful reports.
Module 3: Treasury Operations
This module focuses on treasury functionalities, including cash and bank management, liquidity management, and investment handling. Learners will explore strategies to optimize cash flow and financial positioning.
Module 4: Advanced Accounting
Explore advanced accounting techniques within Dynamics 365. This includes intercompany accounting, consolidations, and financial forecasting. Participants will learn to manage complex financial structures and scenarios.
Methodology
The course adopts an interactive approach that combines theoretical instruction with practical exercises. Participants engage in real-world scenarios and case studies that reinforce learning and application of Dynamics 365 functionalities. Through interactive sessions and group discussions, learners will enhance their problem-solving skills and gain confidence in using the platform.
Who Should Attend
This course is ideal for treasury professionals, accountants, financial analysts, and business managers who seek to enhance their financial management capabilities using Dynamics 365. It is also beneficial for IT professionals involved in deploying or supporting Dynamics 365 in their organizations.
FAQs
What prior knowledge is required?
Participants should have a basic understanding of financial principles and experience in accounting or finance-related roles. Familiarity with ERP systems is beneficial but not essential.
How is the course delivered?
The course is delivered through a blend of online lectures, hands-on workshops, and virtual group discussions. This flexible format allows participants to balance their learning with professional commitments.
What certification will I receive?
Upon successful completion, participants will receive a certificate that certifies their proficiency in Dynamics 365 Finance and Operations, enhancing their professional credentials.