Microsoft Dynamics Training & Learning

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Microsoft Dynamics Training for both pre and post Dynamics 365 go-live stages

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Tailored and role-based training can significantly enhance your use of Microsoft Dynamics CRM and ERP solutions. Our dedicated Microsoft learning plans for Dynamics 365 Finance & Supply Chain Management or Dynamics AX modules and features reduce Microsoft support costs, improve data quality, and reduce the need for costly customization implementation and upkeep.

Get up to speed and stay there with Dynamics 365 Finance and Supply Chain Management feature and module-based trainings tailored explicitly to maximize your RIO. This hands-on approach ensures you can fully leverage Microsoft Dynamics and get the most out of your team and your software investments.

The Microsoft Dynamics 365 Fast-track Training. This program is ideal for in-house Microsoft AX development teams and those looking to accelerate their Dynamics 365 cloud migrations utilizing our in-house expertise as well as our Data Migration Accelerator ISV Solution for Microsoft D365 Finance.

With over two decades of experience, Avantiico delivers tailored Microsoft Dynamics training designed to enable your team to reduce overhead and ensure you leverage the most advanced Microsoft automation solutions. Discover more about our specific training options for Microsoft Dynamics 365 Finance & Supply Chain Management below. Or contact us directly to initiate your journey towards enhanced operational efficiency with Microsoft Dynamics 365.

Microsoft Dynamics Trainings

Dynamics 365 Finance

Microsoft Dynamics 365 Finance: Accounts Payable Automation Training

Master the Microsoft Dynamics 365 Finance and Supply Chain Management Accounts Payable module with Avantiico’s expert-led training. This comprehensive AP solution allows for end-to-end processing from vendor management to automatic settlement, utilizing the latest Optical Character Recognition (OCR) technology for seamless, "no touch" invoice to payment processing. Avantiico leverages over 20 years of experience across the last five versions of the D365 F&SCM ERP system to deliver training that empowers your team. Our program covers crucial aspects such as OCR, AP Automation, Vendor and Payment Management, Invoice Matching, and sophisticated Workflow Optimization.

Contact Avantiico to transform your accounts payable processes into a best-in-class system with industry-leading practices and efficient automation.

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Microsoft Dynamics 365 Finance: Accounts Receivable + Credit & Collections Training

Gain a competitive edge in financial management through Avantiico’s training on the Dynamics 365 Accounts Receivable (AR) module. This program delves deep into AR functionalities, enhancing customer and credit management, optimizing invoice and payment processes, and implementing effective collections automation. Benefit from our expertise, which includes continuous updates and support, ensuring you stay ahead with the latest features, enhancements, and compliance standards. Our training encompasses essential AR management strategies such as dynamic workflows, customer aging, finance insights for payment predictions, and the application of finance charges, driving operational efficiency and strategic business outcomes.

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Microsoft Dynamics 365 Finance: Bank Management Training

Maximize your business's financial health with Microsoft D365 Finance's robust Cash and Bank Management tools. Empower your teams with essential capabilities like dual currency general ledger management, multi-currency financial reporting, foreign currency revaluation, and advanced bank reconciliation. These features ensure efficient management of bank accounts, centralized payments, and customer and vendor transactions, enhancing visibility and control over your financials. Additionally, our expertise extends to implementing cash flow forecasting and financial reporting, including cash flow statements and cash discounts, helping you optimize your cash flow and overall financial operations.

Every day, we collaborate with ambitious teams and visionary brands, connecting, improving, and simplifying business processes to drive growth, competition, and success with Microsoft Cloud Solutions.

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Microsoft Dynamics 365 Finance: Budgeting Training

Master both short-term and long-term financial planning with Dynamics 365 for Finance and Supply Chain Management's budgeting tools. Avantiico’s Microsoft Dynamics training enables your users to manage budgets effectively at a transactional level, incorporating budget-to-actual reporting for insights into organizational spending habits. With features like budget register entries, budget planning, control, and comprehensive reporting on budget statistics, our program empowers you to optimize budget revisions, forecast positioning, and transfers. Leverage historical data for efficient budget creation, and utilize advanced features such as budget models, allocations, and actual vs. budget reporting to streamline the end-to-end budget lifecycle. Avantiico consultants provide best practices that unlock the full functionality of budgeting in D365 F&SCM, ensuring time savings and enhanced decision-making for end users.

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Microsoft Dynamics 365 Finance: Fixed Assets Training

Harness the full potential of Fixed Assets Management in Dynamics 365 Finance by utilizing a suite of tools designed for comprehensive asset tracking and management from acquisition through to disposal. Avantiico's training equips your team to effectively manage the entire asset lifecycle, integrating key functionalities such as fixed asset creation automation, roll forward reports, and asset grouping with essential financial processes within D365 F&SCM, including General Ledger, Accounts Payable, and Budgeting. Dive deep into depreciation conventions and methods, maintenance and service tracking, and cost control. Enhance your asset reporting and analytics for improved asset utilization and scalability, ensuring your assets are fully leveraged for optimal business performance.

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Microsoft Dynamics 365 Finance: General Ledger Training

The General Ledger (G/L) module serves as the core repository for all organized financial data within Dynamics 365 Finance & Operations, capturing the essential details of your legal entity’s financial state at any given time. Avantiico’s specialized training delves into how the G/L module structures and manages financial data, facilitating a comprehensive understanding of your legal entity's revenue streams, expenses, assets, and liabilities. This training covers crucial features including Chart of Accounts setup, managing Currencies, defining Calendars, and comprehensive Ledger and Journal setups. Further, it encompasses Posting setups, Allocations, managing Periodic Tasks for period closes, and crafting detailed Financial Reports. Our training is tailored to fit diverse industry needs—whether you’re in manufacturing, services, non-profit, logistics, finance, or technology—ensuring you can effectively visualize and manage the flow of financial data. Additionally, we cover the transition from Financial Dimensions to Financial Tags, providing you with the latest tools to streamline financial reporting.

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Microsoft Dynamics 365 Finance: Project Management & Accounting Training

Dynamics 365 for Finance provides a robust project and accounting solution tailored for Fixed Price, Time & Materials, Capital Investment, and Internal and Subscription-based projects. This solution ensures compliance with GAAP through sophisticated revenue recognition and deferred accounting mechanisms. Avantiico enhances this with best practices in Project Management & Accounting, leveraging features such as Fixed Asset Capital Project Conversion, efficient Scheduling, and comprehensive Resource Planning. The platform supports extensive project budgeting, forecasting, and control, coupled with a Work Breakdown Structure to manage project complexities. Additionally, the solution covers Indirect and Burden Costs, Fixed Price and Time & Material billing, Advanced Project Billing Rules including Milestone, Progress, and Unit of Delivery billing. Enhancements like Vendor and Customer Payment Retention and a KPI dashboard further streamline project management and financial oversight, offering an end-to-end solution for managing projects and related expenses efficiently.

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Microsoft Dynamics Training

Dynamics 365 Supply Chain Management

Microsoft Dynamics 365 SCM:
Inventory Management Training

Dynamics 365 for Supply Chain Management features a comprehensive Inventory Management module that ensures precise inventory levels and enhances order fulfillment rates. Avantiico’s tailored training program equips you with the latest functionalities and updates, fostering efficient inventory control and minimizing carrying costs. Key aspects of our training include advanced Inventory Tracking and Traceability, Batch and Serial Number Tracking, strategic Cycle Counting Setup and Execution, and robust Item Reservations. Further, the program covers detailed Inventory Valuation, Cost Adjustments, and performing various Inventory Transactions, all designed to optimize your supply chain operations and improve financial outcomes.

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Microsoft Dynamics 365 SCM:
Landed Cost Training

Optimize your supply chain by mastering the Microsoft Dynamics 365 Landed Cost module. This crucial tool helps you manage and control the total cost of goods from shipment to delivery, ensuring efficiency and cost-effectiveness. Avantiico’s Microsoft Dynamics training program provides insights into the latest features and best practices, including Cost Calculation and Allocation, Transportation and Shipping Cost Management, and Duties and Taxes Management. Additionally, the training covers Vendor Charges and Freight Reconciliation, Voyage Tracking and Updates, as well as Import and Export Compliance, enhancing your ability to comply with regulations and optimize logistics. With detailed Reporting and Analytics for Landed Costs, our program ensures you have the knowledge to make informed decisions and improve your supply chain operations.

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Microsoft Dynamics 365 SCM:
Master Planning Training

Leverage the advanced Microsoft Dynamics 365 Supply Chain Management Master Planning module to balance supply and demand across your operations effectively. Avantiico’s Microsoft Dynamics training equips you with the latest features and enhancements, ensuring alignment of production and procurement with sales forecasts. Our program covers essential aspects such as Demand Forecasting, Material Requirements Planning, Capacity Planning, and Master Production Scheduling. Additionally, it includes training on Seasonality and Coverage Configuration, as well as understanding Action and Future Messages, all designed to optimize your supply chain management and enhance decision-making processes.

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Microsoft Dynamics 365 SCM:
Procurement & Sourcing Training

Dynamics 365 Supply Chain Management features a robust Procurement & Sourcing module that optimizes vendor management and enhances procurement processes. Avantiico's training program delivers key insights into the latest module features and enhancements, designed to reduce costs and improve the timeliness of material procurement. Participants will gain proficiency in Vendor Management, Purchase Order Creation, and utilizing the Product Catalog. The training also covers setting up Approval Workflows, creating and processing Purchase Agreements, conducting Supplier Performance Analysis, and managing Product Receipts. These components collectively ensure an efficient, cost-effective procurement strategy that aligns with organizational goals.

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Microsoft Dynamics 365 SCM:
Product Information Management

The Dynamics 365 Supply Chain Management Product Information Management module ensures consistent and accurate product data across your supply chain. Avantiico’s comprehensive training program equips you with the latest features and enhancements of the module, facilitating meticulous management of Product Master Data, Variants, and Configurations. Gain expertise in managing the Product Lifecycle, implementing Version Control, and creating detailed Bills of Materials and Formulas. Additionally, the training covers organizing Products into Categories and managing Product Attributes, all essential for maintaining data integrity and supporting organizational efficiency.

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Microsoft Dynamics 365 SCM:
Production Control (HAMA)

The Dynamics 365 Finance & Supply Chain Management Production Control (HAMA) module encompasses various sub-modules crucial for manufacturing operations. Avantiico’s training program delves into all aspects, starting with Product Information Management, where you will learn about managing Item Groups, Model Groups, and Dimension Groups for tracking and storage. Training also covers Bills of Material for discrete manufacturing, Formulas for process manufacturing, and Route optimization.

Resources and Resource Groups are also a key focus, along with comprehensive training in Master Planning (MRP) to ensure optimal inventory levels through Coverage Groups, Item Coverage, Master Plans, and Demand Forecasting. Cost Management is thoroughly explored, including Cost Categories, Groups, Methodologies, Calculation Groups, Costing Versions, and Costing Sheets, all designed to enhance cost efficiency and accuracy in your manufacturing operations.

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Microsoft Dynamics 365 SCM:
Sales & Marketing

Dynamics 365 Supply Chain Management's Sales & Marketing module is tailored to enhance sales operations and order processing. Avantiico's training ensures you are equipped with the latest advancements to effectively attract and retain customers, thereby driving revenue growth. Our program covers key areas such as Customer Information Management, Sales Order Processing, and the creation and processing of Sales Agreements. You'll gain expertise in implementing Pricing and Discount strategies, managing Leads and Opportunities, and handling Sales Returns. Additionally, the training enhances your skills in Customer Analytics and Commissions management, all essential for optimizing sales outcomes and customer engagement.

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Microsoft Dynamics 365 SCM:
Service Management

Microsoft Dynamics 365 Supply Chain Management's Service Management module is crafted to optimize service operations and boost customer satisfaction. Avantiico’s training program equips you with the latest features and best practices, ensuring your service delivery is both proactive and responsive. The training covers comprehensive aspects including Service Order Management, Service Contracts, and Service Level Agreements. You will learn effective Service Scheduling and Resource Management techniques, crucial for managing both preventative maintenance and ad-hoc tasks. The program also includes detailed modules on Service Billing and Analytics, helping you manage financial aspects efficiently and utilize data to improve service outcomes.

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Microsoft Dynamics 365 SCM:
Transportation Management

The Transportation Management module in Dynamics 365 Supply Chain Management is engineered to optimize transportation operations and enhance delivery times. Avantiico’s training program provides insights into the latest features and best practices, enabling you to effectively manage logistics and reduce shipping costs. The training covers essential aspects such as Route Planning and Carrier Management, ensuring optimal scheduling and use of transportation resources. You’ll also learn about Freight Rate Calculations and Transportation Scheduling, as well as Load Building and Freight Reconciliation, all key for maintaining efficient and cost-effective transportation operations.

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Microsoft Dynamics 365 SCM:
Warehouse Management

The Warehouse Management module in Dynamics 365 Supply Chain Management is designed to enhance the functionality and flexibility of complex warehouse operations. Avantiico’s training helps you configure products and processes to improve efficiencies in inbound, outbound, and inventory management. This results in reduced costs, better inventory accuracy, and faster order fulfillment. The training covers critical aspects such as Product Configuration for Warehouse Management Systems (WMS), Pick and Pack Processing, and efficient Label Printing. You will also learn to utilize Wave and Work Templates, manage Location Directives, conduct Warehouse Testing, and handle Releasing Orders to the Warehouse. Additionally, the program includes managing Shipments and Loads, navigating Warehouse Management Mobile Device Menu Items, and mastering Inquiries and Detours within Mobile Device Flows. This comprehensive training ensures you achieve enhanced flexibility and functionality in managing complex warehouse needs.

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Microsoft Dynamics Trainings

Dynamics 365 Fast-Track Developer Trainings

The Dynamics 365 Fast-track Developer Training is designed for Microsoft users with in-house Dynamics AX developers. The 365 development training and Microsoft learning plan is designed to accelerate skills around Microsoft Dynamics 365 development paradigm allowing your AX developers to take an active role in your Microsoft Dynamics 365 implementation.

1) How to develop and customize Dynamics 365 Finance & Operations

2) How to upgrade and refactor existing Dynamics AX code

3) Microsoft Dynamics 365 Environment management in the cloud

4) Development and release management using Microsoft Lifecycle Services

5) Data Migration in Dynamics 365 with the Data Migration Accelerator by Avantiico

Your tailored Microsoft Dynamics 365 Fast-track Developer training is delivered online or as a combination of in-person training at your offices and online sessions.

All Avantiico Dynamics 365 training and learning plans cover out-of-the-box capabilities for the intended system usage, business user roles, and your subject matter experts. For new Dynamics 365 ERP and CRM users tailored training is a great way to fast track users on high value product features. Typically Microsoft learning plans starts with a “Dynamics Training Discovery” call where Avantiico trainers ask questions in order to understand your business, learning needs and challenges.

The Avantiico training programs enable Microsoft Dynamics users to develop productive in-house teams consisting of Microsoft Dynamics business analysts, Dynamics 365/AX developers and Microsoft ERP/CRM project managers. Achieve the intended skill level with a well defined Microsoft technology enablement plan.

Avantiico assists with designing Microsoft learning content and tailored training plans for your in-house teams. The Microsoft knowledge-transfer is leading to lower operation cost, higher efficiency, and less Microsoft partner dependency and support for your day-2-day operations.

Avantiico delivers deep contextual knowledge transfer for your use of Dynamics 365 CRM apps, Dynamics 365 Finance, 365 Supply Chain Management, Power Platform and Microsoft Azure to accelerate your usage of Microsoft business solutions and enable your in-house teams.

Avantiico’s Microsoft D365 training courses are offered at various levels whether you are a beginner, intermediate or advanced user. Our team of Microsoft Dynamics 365 experts is standing by to assist you in all your initiatives whether it be module or product based such as Power BI, Finance and Operation etc.

We provide you the option to train as a team or have a few Microsoft Dynamics ERP or CRM owners attend from your organization to take advantage of our “train the trainer” program.

All Microsoft product and technical training request can be accommodated at Avantiico’s San Diego, Los Angeles and Irvine Offices and at the Microsoft Technology Center in Irvine and at the Microsoft Office in Playa Vista, California.

Currently Supported Training Courses

Microsoft Dynamics Trainings

D365, AX and CRM Focus Areas

Business Process Modeling
GAP Analysis
IT Concepts
Data Warehousing
Data mining
Enterprise Document Management
Security & Governance
Auditing
Workflow Concepts
Trade & Logistics
Financial and Project Accounting

Production & Planning
Process and Discrete Manufacturing
Lean Manufacturing
Human Resources
Payroll
Technical Training using ASP & .NET
Sales
Service
Marketing
Field Service
Customer Service

Microsoft Dynamics Training & Learning

Build expertise, grow your in-house team, & Optimize your Microsoft Investments

Microsoft Dynamics Training for both pre and post Dynamics 365 go-live stages

Learn Microsoft Dynamics

Microsoft Dynamics Trainings

Dynamics 365 Finance

Microsoft Dynamics Training

Dynamics 365 Supply Chain Management

Microsoft Dynamics Trainings

Dynamics 365 Fast-Track Developer Trainings

Currently Supported Training Courses

Microsoft Dynamics Trainings

D365, AX and CRM Focus Areas

Design your Microsoft Dynamics 365 & AX training plan today

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