Optimum has developed a suite of key user courses for Microsoft Dynamics 365 for Finance and Operations (D365FO). These courses are aimed at people who are involved in implementing D365FO and want to get some hands-on experience and understanding of the system.
This course provides a generic overview of D365FO, navigation and structure and the core elements within D365FO. Working through examples, this workshop is ideal for those who are in the early stage of implementation.
The workshops include demonstrations and walkthroughs using the client’s D365FO build. These activities are designed to provoke discussion around possible implementation methods and possible solutions to an individual organisation’s implementation requirements. Modules can be tailored or removed to suit particular audiences.
Module 1 – D365FO interface:
Modules; navigation; favourites; forms; filtering; the grid; sorting data; main table linking; dashboards and workspaces; customising the interface; tiles; lists and links.
Module 2 – D365FO configuration:
Number sequences; introduction to the chart of accounts; organisation hierarchy;
financial dimensions; end of period adjustments; period control; workflow.
Module 3 – General ledger:
Posting a general journal; reversing journals; periodic journals; time saving techniques.
Module 4 – Purchase to pay:
Supplier creation; purchase order processing; workflow; goods receipting; invoice receipt; payment processing.
Module 5 – Order to cash:
Customer and invoice creation; sales order processing; payment receipt; collections; write-off.
Module 6 – Fixed assets:
Creation of an asset; asset acquisition; asset depreciation; asset disposal, value models.
Module 7 – Projects:
Project hierarchy; projects; work breakdown structure; activities; project contracts; project journals;
timesheets; expenses; project purchasing; project invoicing.
Module 8 – Supply chain:
Product setup, inventory management, purchase orders, sales orders, quality management, inventory journals stock control.
Module 9 – Distribution and trade:
Customer and Supplier agreements, item arrival and registration, quarantine
management, supplier returns, sales quotes, item reservations, sales order picking, customer returns, transfer orders.
Module 10 – Procurement:
Product set up, suppliers, catalogues, request for quotes, purchase requisitions, purchase orders, vendor returns, purchase agreements.
Module 11 – Sales and marketing:
CRM, prospects, contact activities, telemarketing, campaigns, leads and opportunities, case management.
Module 12 – Human resources:
Organisation hierarchy; workers, employee and contractor setup, position setup personnel
details; mass hire project; transfer workers; terminate workers; absence; payments and deductions; overtime handling;
worker cost price; security considerations.
Module 13 – Payroll:
Implementing payroll; payments and deductions; variable deductions; processing P11D, P45 and P60; processing payroll.
Module 14 – Discrete manufacturing:
Set up and core concepts, BOMs, calendars and resources, operations and routes,
parameters, production orders and life cycle, production scheduling, sub-contracting, control and end production, inquiries and reports.
Module 15 – Process manufacturing:
Formula management, batch orders, master planning, containerized packaging, catch
weights, Lot and batch control, vendor information, commodity pricing, product compliance, integration with advanced
Module 16 – Lean manufacturing:
Kanban and pull based manufacturing.
Module 17 – Inventory management:
Quality and quarantine management, goods receipt and putaway, stock control,