ExFlow Academy old

ExFlow academy powered by AXcademy

ExFlow academy

is home to SignUp Software's official ExFlow D365FO training.

This comprehensive training academy ensures that you use ExFlow to its full capability, taking advantage of all the functionality in this powerful AP Invoice automation solution.

Courses and topics offered

Currently, seven courses/topics are available – each available independently. These courses cover ExFlow from basics to advanced, providing an in-depth insight into existing ExFlow functionality and features.

All courses are offered as instructor-led live online (virtual) classes.

Proven learning methodology

Our proven learning methodology, “Prepare-Participate-Practice,” ensures you the best possible learning experience and a long-term learning journey.

It is not just the live session; the additional learning options elevate your learning intake dramatically.

Prepare

Before each course, we ask you to prepare, e.g. by watching a video. 

Participate

Each live session is a 3-hour live instructor-led online session.

Practice

Maintain and extend your learning after the live course.

Course recommendations

Your first course should always be ExFlow Basics, no matter your student profile.

For End-users/Daily users, the ExFlow Basics is normally sufficient.

For Superusers, we recommend these four:

  1. ExFlow Basics
  2. ExFlow Data Flow & ExFlow Advanced Approval Workflow
  3. ExFlow PO invoice handling – advanced
  4. ExFlow Import Methods & ExFlow Data Capture Basics.

For Consultants, we recommend the first six or all seven (depending on your scope):

  1. ExFlow Basics
  2. ExFlow Data Flow & ExFlow Advanced Approval Workflow
  3. ExFlow PO invoice handling – advanced
  4. ExFlow Import Methods & ExFlow Data Capture Basics
  5. ExFlow Further functions
  6. ExFlow Configuration and Setup
  7. ExFlow Project expenses and items.

On-demand courses available from July 05

On-demand/self-study courses are very popular with AXcademy customers. We are pleased to announce that this flexible learning option will be available for our ExFlow training content from July 09, 2024. Stay tuned - subscribe to our newsletter using the button below!

Real Time Support

Connect with the instructor, content & other learners live.

Focused Learning

A set time to study & get real-time feedback. Recordings of all sessions available.

Developed by the experts​

Our experts have decades of experience and train within Microsoft, Microsoft Partners as well as end-user companies.

Course titles

Dates & Time (CEST)

ExFlow Basics

Introduction to the ExFlow Invoice Process.

This includes navigation, user setup, handling expense and PO invoices EndToEnd (sales demo level), and approval in ExFlow web.

Sep
3
ExFlow Basics
Online (live)
09:00

ExFlow Dataflow & Advanced Approval Workflow

Understand how data is processed through ExFlow.

Get a basic understanding of how to set up an Advanced Approval Workflow.

ExFlow PO invoice handling – advanced

This course aims to provide an understanding of how ExFlow can automate the PO invoice process; utilizing the standard D365FO matching framework and adding extra functionality.

ExFlow Import Methods & Data Capture Basics

Get information about the most common import methods in general, and learn how to set up ExFlow Data Capture (EDC) as an import method.

Learn how to validate your invoices in ExFlow Data Capture and how to import them to ExFlow. Including basic admin tasks in EDC.

ExFlow Further functions

Posting proposal, Agreement, Prepayment, Settlement.

Automatic invoice coding/Machine learning.

Sep
24
ExFlow Further functions
Online (live)
09:00

ExFlow Configuration and setup

Get a comprehensive understanding of the ExFlow configuration in this deep-dive into ExFlow parameters and setups. This includes  ExFlow workflows to be configured, as well as Basic and Extended ExFlow batch jobs.

Sep
26

ExFlow Project expenses and items

Learn how to set up your handling of project expenses and items in ExFlow, and start processing project-related invoices – also on intercompany projects.

Oct
8

Filter to find your ExFlow courses

ExFlow Basics

Join our comprehensive 3-hour live online training session on ExFlow Basics, designed to equip you w...

ExFlow Dataflow & Advanced Approval Workflow

In this in-depth training course, you will master the data flow and advanced approval processes with...

ExFlow PO invoice handling – advanced

In this advanced training course, you will master the intricacies of ExFlow's Purchase Order (PO) in...

ExFlow Import Methods & Data Capture Basics

In this comprehensive course, “ExFlow Import Methods and Data Capture Basics,” you'll un...

Frequently Asked Questions

Our proven learning methodology “Prepare-Participate-Practice” (3P) ensures you the best possible learning experience and a long-term learning journey.

The live online sessions are focused 3-hour sessions, with additional pre- and post-training included – at no additional cost to you.

These additional learning options elevate your learning intake dramatically.

Prepare

Before each course, we ask the students to prepare – for example by watching a video. This is to ensure that the students have the same or similar understanding of the scope of the upcoming training, and the terminology to be used.

Participate

Each live course session is a focused 3-hour live online session, led by one of our experienced, Microsoft and ExFlow-approved instructors.

Practice

Maintain and extend your learning after the live course session:
• The live sessions are recorded for review again and again
• Additional videos
• Hands-on labs – with separate suggested step-by-step guidance/solutions
• Support (Q&A).

More details about 3P here

Yes, some of the courses will prepare you for a certification test. If passed, you earn an ExFlow Academy certification.

More in details later.

Yes. A high-quality VM is available for the course – complete with ExFlow training configuration and demo data, on top of the familiar Microsoft standard Contoso demo data. It is available during your class, and also for practice after the class.

The live online course sessions are recorded, and available for 30 days after the course has finished.

We try to make each course varied – to keep it lively and to address the various learner types. Some want to watch, some want to read.

Content types may vary per course, but typically include

  • Live presentations and demonstrations by your instructor
  • Hands-on labs/exercises
  • Presentation/PDF
  • Infographics
  • Quizzes/Test your knowledge questions
  • and more

We add courses on a frequent basis.

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