About the Course
Organizations do not need another generic ERP overview. They need professionals who can use Microsoft Dynamics 365 for Finance and Operations to configure core processes, control financial postings, manage procurement and inventory transactions, maintain master data discipline, and generate reports that stand up to management review. This course addresses that need by grounding your work in recognizable system entities such as General ledger, Accounts payable, Procurement and sourcing, Product information management, Inventory management, and Workflow, while also referencing Microsoft Power BI and Lifecycle Services as part of modern digital operations. You will examine how transaction integrity, posting profiles, dimensions, approval rules, and reporting structures affect daily execution and month-end reliability.
The course approach turns scattered system exposure into a structured operating model you can apply at work. You will practice chart of accounts and financial dimension setup, vendor and customer transaction processing, purchase order and sales order flow, inventory movement control, workflow routing, role-based security review, and Power BI reporting interpretation. You will also work with data migration concepts, batch processing, and automation opportunities that support digital workflows. What you will learn is practical and job-focused: you will use Microsoft Dynamics 365 for Finance and Operations to run key finance and operations processes, validate postings, monitor exceptions, and produce usable reports and checklists. You will practice transaction execution, setup review, and reporting analysis hands-on, while you will be introduced at overview level to broader implementation governance topics such as Lifecycle Services, data migration strategy, and environment management.
This course is built for real operating conditions where teams face competing priorities, inconsistent data ownership, limited time for system cleanup, and pressure to deliver faster reporting with fewer errors. Microsoft Dynamics 365 for Finance and Operations training is most valuable when it helps you work within those constraints, align finance and operations teams, and make better use of automation, dashboards, and standardized workflows. This course teaches that exact capability through realistic business scenarios and system-based exercises.
Target Audience
This Microsoft Dynamics 365 for Finance and Operations course is designed for professionals who use the platform to process transactions, maintain controls, support reporting, or coordinate cross-functional ERP workflows. It is suitable for foundation to intermediate users who need practical system capability rather than technical development expertise.
This course is designed for:
- Finance Officer managing General ledger postings and reconciliation workflows
- Accounts Payable Analyst processing vendor invoices and payment controls
- Accounts Receivable Analyst managing customer invoices and collections entries
- Procurement Specialist running purchase requisitions, purchase orders, and approvals
- Inventory Control Analyst monitoring stock movements and inventory valuation records
- Supply Chain Planner coordinating item availability and order fulfillment data
- ERP Functional Consultant configuring Dynamics 365 finance and operations processes
- Financial Systems Analyst supporting dimensions, posting profiles, and reporting structures
- Operations Supervisor overseeing workflow compliance across procurement and warehousing
- Internal Control Officer reviewing ERP transaction trails and segregation settings
Course Objectives
This course equips you to implement, manage, and measure Microsoft Dynamics 365 for Finance and Operations initiatives that strengthen transaction control, support compliant reporting, and improve cross-functional operational visibility.
By the end of this course, you'll be able to:
- Define Microsoft Dynamics 365 for Finance and Operations architecture, modules, and core data relationships
- Assess chart of accounts, financial dimensions, and posting profiles for transaction accuracy
- Apply Procure-to-Pay and Order-to-Cash workflows within Accounts payable and Accounts receivable
- Build master data governance controls for vendors, customers, products, and released items
- Evaluate Inventory management transactions, costing methods, and warehouse movement impacts
- Navigate Workflow, role-based security, and approval routing for controlled ERP processing
- Implement Power BI dashboards and inquiry workspaces for data-driven performance monitoring
- Synthesize transaction results into management reports, exception logs, and process improvement actions
Requirements & Prerequisites
You do not need advanced technical or development experience to join this Microsoft Dynamics 365 for Finance and Operations course. A basic understanding of finance operations, procurement, inventory processes, or ERP transaction flows will help you progress faster.
If you already work with General ledger, Accounts payable, Accounts receivable, purchasing, warehousing, or reporting activities, you will be able to connect the exercises directly to your job. Bringing examples of your current workflows, approval pain points, reporting challenges, or master data issues will make the course more practical.
Local Application and Business Return in Mexico
How participants can apply the training in local operating conditions, and the return their organisation can plan for.
How participants apply this
Expected ROI
Training Methodology
This is a practical, outcome-driven course designed to turn Microsoft Dynamics 365 for Finance and Operations capability into measurable action and credible reporting.
Methodology includes:
- Calculate posting impacts using General ledger, subledger, and trial balance data
- Simulate Procure-to-Pay decisions under budget, approval, and supplier constraints
- Assess setup quality with Workflow, security roles, and control checklists
- Map reporting lines for finance, procurement, warehouse, and approval stakeholders
- Analyze Dynamics 365 case studies from manufacturing, retail, services, and logistics
- Create a role-based process improvement plan under time and resource limits
- Review current practices against KPI dashboards, exception logs, and audit trails
Upcoming Sessions
Next available dates worldwide
Certification
Recognized credentials that advance your career
Participants who complete the Microsoft Dynamics 365 for Finance and Operations Training Program earn a Trainingcred Certificate of Achievement, demonstrating professional competence and alignment with global standards in learning and development.
NITA Accredited
Accredited by the National Industrial Training Authority, ensuring programs meet nationally recognized standards of quality and relevance.
CPD Certified
Recognized by the CPD Certification Service, ensuring every program meets internationally benchmarked standards of professional excellence.
Why this course earns its place on your CV
Accredited training, practitioner trainers, and peers on the same career track — the three things real expertise is built on.
Career Advancement
- Accelerate your career with industry-recognized Microsoft Dynamics 365 certification.
- Master in-demand skills for high-paying roles in finance and operations sectors.
- Equip yourself for leadership positions with expert-level operational insights.
Expert-Led Instruction
- Learn from certified Microsoft Dynamics experts with real-world experience.
- Benefit from personalized feedback to excel in complex financial systems management.
- Engage in live, interactive sessions that ensure deep understanding and skills retention.
Practical Skills Application
- Apply Dynamics 365 solutions to real finance scenarios during the course.
- Transform theoretical knowledge into practical skills through hands-on labs and projects.
- Gain exclusive access to tools and simulations used by top finance professionals.
Tools and platforms relevant to this field
Examples Mexico teams may encounter, and that may be featured in training where they support the confirmed course scope.
These are field-relevant examples, not a promise that every tool will be covered. Exact coverage depends on the confirmed course scope, participant needs, and delivery format.
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Microsoft Dynamics 365 Finance MicrosoftUsed to manage accounting, financial reporting, budgeting, compliance, and global financial operations within a unified ERP environment.
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Microsoft Dynamics 365 Supply Chain Management MicrosoftUsed for inventory, warehousing, procurement, manufacturing, and supply chain execution when finance and operations need to be aligned.
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Microsoft Learn MicrosoftUsed by teams to reinforce official product concepts and workflows through Microsoft-provided learning paths and documentation.
