2024 Guide to Dynamics 365 Finance and Operations Training

2024 Guide to Dynamics 365 Finance and Operations Training

C-Suite staff are constantly facing pressure to consider the newest methods for cutting back-office costs and increasing efficiency. This pressure stems from expanding regulatory details, evolving market and consumer needs, and growing internal demands. However, when transaction volumes increase significantly, adding additional resources to the problem is no longer an effective or long-term solution. 

The best way to boost efficiency and strengthen your financial operations is to unify your processes. Microsoft Dynamics 365 Finance and Operations is the most effective solution for increasing financial visibility and efficiency.

According to a survey conducted by Enlyft, around 3,213 companies around the world are using Microsoft Dynamics 365 F&O for their enterprise operations. Implementing any new system can be an overwhelming task for any organization. Providing efficient training to your employees is the ideal solution for the smooth working of D365 F&O.

Looking for Training Support with your D365 Project?

We’ve supported over 750 ERP projects across the globe.

What is Microsoft Dynamics 365 Finance and Operations?

Microsoft Dynamics 365 Finance and Operations is a cloud-based enterprise resource planning solution that strives to meet the needs of small and large companies while also driving company efficiency and expansion with integrated analytics, financial reporting, and AI-powered insights into employee productivity, customer engagement, and other finance and business operations.

Businesses can optimize their financial outcomes and enhance their general well-being by integrating Dynamics 365 Finance and Operations into key business processes. For instance, Microsoft D365 F&O helps improve customer experience, which can lead to increased customer loyalty, customer satisfaction, revenue, and market share for your business. It has an operational effect on your organization by automating processes, controlling costs, and providing financial intelligence.

Features of Microsoft Dynamics 365 Finance and Operations

Here are the features of D365 F&O that make it a profitable addition to your business.

Microsoft Dynamics 365 Finance and Operations features

Benefits of Microsoft Dynamics 365 Finance and Operations

Microsoft Dynamics 365 Finance and Operations offers a wide range of benefits to organizations of all sizes. Here are some of the benefits of using this system.

  • With the automation of financial procedures, enhanced financial management and planning, and improved inventory management, Dynamics 365 Finance and Operations may help organizations minimize expenses. Additionally, the platform offers real-time cash flow analytics, facilitating improved financial decision-making and lowering the possibility of mistakes that could result in unforeseen costs.
  • Due to its cloud-based architecture, Dynamics 365 Finance and Operations offers growing businesses the freedom to add or remove users when necessary, making it an ideal fit for their needs. Without having to make costly infrastructure or software purchases, organizations may effortlessly expand their financial processes to keep up with their growth curve because of this versatility.
  • With seamless integration of analytics and reporting tools such as human capital management and HR, Dynamics 365 Finance and Operations gives companies instant access to data about their financial operations. These analytics can help organizations track key performance indicators (KPIs), including cash flow, efficiency, and inventory levels, helping them make more informed financial decisions.
  • With a range of customizable modules and functions, companies can customize the platform to meet their own demands. Finance teams can also tailor the platform’s many dashboards and reports to the specific needs of their own businesses.
  • Dynamics 365 Finance and Operations includes a number of integrations with additional Microsoft products and third-party programs. By syncing data between systems, these interfaces help organizations boost productivity, reduce errors, and simplify operations.

Onboard Training for Dynamics 365 Finance and Operations

Choosing Onboard as your training partner for Microsoft D365 Finance and Operations deployment makes sense for a number of reasons. We have demonstrated a successful track record of completing effective projects on schedule and under budget. Our skilled experts have a vast understanding of effectively implementing practically all D365 Finance and Operations modules.

To ensure you receive the best return on your investment, our full-time, experienced training consultants specialize in developing and delivering business specific training materials and courses. In fact, we’ve supported over 750 global ERP projects to go-live.

Why choose Onboard?

Before getting started with any service, there is always a question, ‘why should we get that?’ Well, here are a few reasons why you should choose us for your Microsoft Dynamics 365 Finance and Operations employee training.

  • We have a large team of training consultants who are hired on a permanent basis. This enables us to respond to a project’s changing needs in real time.
  • Being well-versed in the applications of Dynamics across several industries allows us to acquire new clients swiftly, their projects, and their business procedures.
  • Our training programs can support also numerous ISVs with specialized knowledge of diverse industries in addition to other Dynamics linked systems.
  • A lead trainer and a client engagement manager are just two examples of essential support services we offer. 
  • Some of our added services include translating, hosted learning portals, and D365 training phase management for your business.

Onboard Training Methods for Microsoft Dynamics 365 Finance and Operations

Onboarderp ERP
Onboard has created an extensive set of training materials and methods for providing customized training to your employees.

Training Resources

  • Rapidscope: Design and plan of the user adoption / end user training phase
  • Trainer Packs: Lesson plans to ensure consistent and structured training delivery
  • Online Learning: Engaging videos and interactive D365 finance and operations modules
  • Reference Guides: Extensive and easy-to-learn end-user learning manual
  • Quick Cards: Reference cards for user-friendly understanding of light-touch system tasks

Training Delivery Methods

  • Skill the Trainer: Provide training to the internal team for internal training of the employees
  • Classroom Delivery: Live hands-on training sessions 
  • Virtual Delivery: Multiple web-based learning resources
  • Presentation Delivery: Giving presentations to large groups of employees
  • Go-live Support: On-site support with training queries post go-live

Smooth Operations with Onboard 

Dynamics 365 Finance and Operations is a complete ERP solution that provides numerous advantages to enterprises across multiple industries. Businesses can improve supply chain management, increase profitability and client satisfaction, and streamline financial procedures by setting a system like this into place. With proper training for your employees, you can leverage its features to the fullest and streamline the operations of your business. 

Onboard has been considered the leading training provider for Microsoft Dynamics 365 Finance and Operations. With more than 25 years of experience successfully finishing up 750+ projects, our team of experts can offer you the best training sessions for your employees. Connect with us today and help your business get the most out of Microsoft Dynamics 365 Finance and Operations.

FAQs on Guide to Microsoft Dynamics 365 Finance and Operations Training

Q1. What is Dynamics 365 Finance and Operations used for?

Microsoft Dynamics 365 for Finance and Operations includes an integrated feature of Microsoft Power BI. This feature makes it possible to monitor details in real time and simplifies the reporting and analysis workflow.

Q2. Does Dynamics 365 Finance and Operations use Dataverse?

Data from financial and operations apps can be integrated with the Dataverse platform via virtual tables, company operations, and dual-write functionalities. Install and integrate more Dynamics 365 applications into your finance and operational tools.

Q3. Is D365 a SaaS or Paas?

Built on Azure’s architecture, Dynamics 365 is a Software as a Service (SaaS) suite that is made accessible to customers worldwide through their internationally networked data centers.

Q4. Why Dynamics 365 Finance and Operations?

Dynamics 365 for Finance and Operations supports a variety of connectors with additional Microsoft offerings and third-party applications. By syncing data across systems, these interfaces allow organizations to increase productivity and reduce the possibility of errors.

Q5. Is D365 Finance and Operations a customer relationship management system?

No, D365 is a complete suite of ERP and CRM solutions. Dynamics 365 Finance and Operation is one of the ERP apps.

Q6. What Microsoft Power Platform tools work with finance and operations apps?

Microsoft Power Platform services such as Power Automate, Power Apps, and the Common Data Model are some tools that help create efficient ways to get more out of finance and operations apps.

Q7. How do I export a database from Dynamics 365 Finance and Operations?

With the following steps, you can export a database from D365 F&O: 

  1. Click the Maintain menu and choose Move database from the details page of your sandbox environment. 
  2. On the next page, a slider pane will show up, from which you will be able to execute the Export database operation.









Nicky Cortes
Nicky Cortes
Director of Training and Development

As Director of Training and Development, Nicky's role encompasses Trainer Management and the development of Onboard's strategic training solutions. After 25+ years as a trainer she has a wealth of information at her fingertips. She scopes complex requirements and devises training plans to roll-out ERP end user training. Nicky is able to analyse large organisations and user groups, presenting the information back to clients in a comprehensive and clear manner.

Related Posts

Download FREE eBook Now

Your step by step guide to a successful ERP implementation, ensuring confident and competent users.

    Image link