ExFlow Setup & Configure | Fundamentals – Live online course – 2023-05-08

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Welcome to your course ExFlow Setup & Configure | Fundamentals.


Course agenda:

  • Introduction
  • How ExFlow works
  • How ExFlow differs from standard D365FO AP invoice processing
  • Setup
  • Daily use (overview)
  • Periodic tasks (overview)

General information


Session dates and times

  1. Monday, May 08, 09:00-12:00 and 13:00 – 16:00 CEST
  2. Friday, May 12, 09:00-12:00 CEST
  3. Friday, May 26, 08:00-10:00 CEST

Link to the live sessions in the virtual classroom (Zoom)

Part 3: Session Friday: Click here to join the classroom.

Link to the recorded sessions

View the recorded sessions for a quick recap in a separate module in this course (after the sessions).


ExFlow User manual for Dynamics 365 Finance & Operations


View the used presentations in a separate module in this course (after the class).

Training environment (VM):

Information, how to do, and access keys was emailed directly to students).

Feedback after the course, please

Feedback about your course is valuable to us – please spend a minute or two to help us learn.

Just click the course feedback link (available after the class), and let us have your honest opinion, comments, and suggestions.


Documentation on ExFlow docs: Forever – according to the service provider (SignUp Software).

Presentations: Extended to 50 days from the course start date.

Extra materials (including recordings): Extended to 50 days from the course start date.

Training environment (VM): 180 days from activation (“save period” 7 days).

The full text from our service provider Skillable:

“The student can keep saving and resuming the same lab “instance” for 180 days. However, each time they resume the lab, the clock will count down until the 4 hours duration is used up.

They can extend the lab in 15-minute increments until the maximum duration of 6 hours is reached, at which point there is a hard stop.

The next time the student launches the lab (perhaps as part of Post-class access), a new lab “instance” will be created with the full 4 hours available.

“Save period of 7 days” means that the instance will be saved for 7 days after your last visit. After 7 days with no interaction, the instance will reset. At your next visit, a new lab instance will be created.”