Dynamics 365 Finance and Operations Training Course
Dynamics 365 Finance and Operations Training Course | D365 F&O Training is an integrated enterprise resource planning (ERP) solution designed to streamline financial management, operations, and business performance across global organizations. It enables companies to automate and modernize their finance and supply chain processes with intelligent insights, predictive analytics, and robust reporting tools. This powerful platform supports key functions like budgeting, procurement, production, inventory, warehouse, and project management. With real-time visibility and AI-driven decision-making capabilities, Dynamics 365 F&O enhances productivity and helps businesses stay agile in a rapidly changing environment. It integrates seamlessly with other Microsoft products, such as Power BI and Office 365, offering scalability and a unified digital experience. Ideal for medium to large enterprises, Dynamics 365 Finance and Operations empowers businesses to make smarter decisions, reduce operational costs, and accelerate growth.
Course Overview – Dynamics 365 Finance and Operations Training Course
Dynamics 365 Finance and Operations Training Course – Course Curriculum
Overview of Dynamics 365 ecosystem
Core architecture and navigation
Workspaces and user roles
Legal entities and organizations
Data management basics
Personalization and preferences
Lifecycle Services (LCS) overview
Integration with Office 365
Chart of accounts structure
Financial dimensions and setups
Journals and posting profiles
Period close and ledger allocations
Fiscal calendars and years
Trial balance and financial reports
Currency and exchange rate setups
Intercompany accounting
Vendor groups and vendors
Purchase orders and invoices
Payment journals and settlements
Vendor collaboration portal
Invoice matching policies
Prepayments and recurring invoices
Vendor aging reports
Workflow for AP
Customer creation and groups
Sales orders and invoicing
Payment processing and collections
Credit limits and checks
Free text invoices
Customer settlements
Revenue recognition
AR reporting
Budget planning and control
Budget register entries
Budget transfers and revisions
Fixed asset setup and books
Acquisition and depreciation
Disposal and adjustments
Asset reporting
Integration with general ledger
Vendor setup and procurement categories
Purchase requisitions and RFQs
Purchase agreements and pricing
Workflow and approvals
Purchase order lifecycle
Product receipt and invoicing
Vendor performance evaluation
Procurement reports
Inventory journals and transactions
Item model groups and dimensions
Product receipt and inventory adjustments
Warehousing setup
Picking, packing, and shipping
Cycle counting and replenishment
Batch and serial number tracking
Real-time inventory reports
Bill of materials (BOM)
Routes and resources
Production orders and scheduling
Capacity and resource planning
Cost estimation and tracking
Shop floor control
Subcontracting process
Production reporting
Project setup and types
Project budgets and forecasts
Time and expense entry
Project invoicing and revenue recognition
Cost control and reporting
WBS (Work Breakdown Structure)
Integration with finance modules
Resource management
Role-based security and permissions
Workflow configuration
Financial reporting tools (Financial Reporter)
Power BI integration
Data entities and import/export
Audit trails and compliance
User training and support tips
Real-world project simulation
Dynamics 365 Finance and Operations Training Course
- In-Depth Functional Knowledge
- You’ll gain practical skills to manage core business operations like finance, procurement, inventory, and production using a real-world ERP platform.
- High Career Demand
- Companies across industries are looking for skilled professionals with D365 F&O expertise, making it a valuable qualification for finance, logistics, and ERP roles.
- Hands-On Experience
- Through real-time projects and case studies, you’ll work on actual scenarios that businesses face, preparing you for on-the-job challenges from day one.
- Certification Ready
- This course helps you prepare for Microsoft certification exams like MB-300 and MB-310, which enhance your professional credibility.
- Boosted Efficiency
- You’ll learn how to automate repetitive processes, reduce manual errors, and streamline daily operations within an organization.
- Integration Skills
- Master how to integrate D365 with Power BI, Excel, and other Microsoft tools, which are essential for reporting and analysis.
- Career Flexibility
- Whether you aim to become a functional consultant, business analyst, or ERP manager, this course opens doors in multiple domains.
- Real-World Value
- You’ll be equipped to help organizations optimize processes, manage compliance, and improve financial visibility—skills that directly impact business success.
Who Can Take This Dynamics 365 Finance and Operations Training Course
This course is designed for anyone interested in understanding how financial and operational systems work within an organization. You don’t need advanced technical knowledge to get started, but a basic understanding of business, finance, or supply chain concepts can be helpful. It’s suitable for both beginners and professionals looking to expand their ERP skills.
Finance and Accounting Professionals
People working in finance, accounting, or auditing can benefit by learning how to manage financial processes through Microsoft Dynamics 365.
ERP Users and Consultants
If you have experience with other ERP platforms and want to specialize in Dynamics 365, this course will help you understand the tools and features specific to finance and operations.
Supply Chain and Operations Managers
Those responsible for purchasing, inventory, or manufacturing operations can use this training to modernize and improve their existing workflows.
IT Professionals or Developers
Tech professionals aiming to support, implement, or customize ERP systems will gain a clear understanding of the functional side of Dynamics 365.
Business Analysts and Project Managers
This course helps professionals who interpret data or manage ERP projects understand the system and guide business teams more effectively.
Graduates and Job Seekers
Students or fresh graduates with a background in commerce, business, or IT can use this course to begin a career in ERP consulting, finance technology, or business operations.
Job Roles After Completing This Dynamics 365 Finance and Operations Training Course
Completing the Microsoft Dynamics 365 Finance and Operations training opens up a wide range of career opportunities. Whether you’re from a finance background, operations, or IT, the skills you gain can help you grow in various industries that use ERP systems for day-to-day business management.
- Dynamics 365 Functional Consultant
You’ll work directly with clients or internal teams to analyze business needs, configure the system, and support day-to-day operations using D365 F&O. - Finance Consultant
This role focuses on helping companies manage their general ledger, accounts payable/receivable, budgeting, and reporting within the Dynamics platform. - ERP Business Analyst
As a business analyst, you’ll bridge the gap between users and the technical team, ensuring the system supports business goals effectively. - Supply Chain or Operations Consultant
You’ll help businesses streamline purchasing, inventory, warehousing, and manufacturing using D365 tools and modules. - Implementation Specialist
This job involves managing end-to-end ERP deployments, from gathering requirements to configuring modules and training users. - Support Analyst
In this role, you’ll handle user queries, troubleshoot issues, and provide ongoing support for D365 F&O users. - Project Manager (ERP)
With the right experience, you can manage ERP implementation projects, coordinating teams, timelines, and budgets. - System Administrator
You’ll maintain the health of the Dynamics 365 system, manage user roles, data access, and integrations with other tools.
Dynamics 365 Finance and Operations Training Course-Frequently Asked Questions (FAQs)
Dynamics 365 Finance and Operations is an ERP platform developed by Microsoft that helps businesses manage their financial processes, supply chain, manufacturing, inventory, and overall operations in one integrated system.
No, a finance or ERP background is not mandatory. Basic knowledge of business operations is helpful, but the course is designed to start from the fundamentals and move to advanced topics gradually.
The training typically lasts between 6 to 8 weeks, depending on the learning format—whether it's instructor-led, self-paced, or weekend batches.
Yes, this course includes real-time practical sessions, labs, and projects. You will get access to a live D365 environment to practice the skills you learn.
Yes, after completing the training, you will receive a course completion certificate. The training also prepares you for official Microsoft certifications such as MB-300 and MB-310.
You can explore roles like D365 Functional Consultant, Finance Consultant, Business Analyst, ERP Support Specialist, and more depending on your background and interests.
Yes, the course is available in both online live instructor-led mode and self-paced formats, so you can learn at your convenience.
Absolutely. As more businesses move to cloud-based ERP systems, professionals with Dynamics 365 Finance and Operations expertise are in high demand across industries.
Yes, many learners take this course during evenings or weekends. Flexible batch timings are available to suit working professionals.
No, this is a functional course focused on business processes. You don’t need programming knowledge to complete or succeed in this training.