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:
- ExFlow Basics
- ExFlow Data Flow & ExFlow Advanced Approval Workflow
- ExFlow PO invoice handling – advanced
- ExFlow Import Methods & ExFlow Data Capture Basics.
For Consultants, we recommend the first six or all seven (depending on your scope):
- ExFlow Basics
- ExFlow Data Flow & ExFlow Advanced Approval Workflow
- ExFlow PO invoice handling – advanced
- ExFlow Import Methods & ExFlow Data Capture Basics
- ExFlow – further functions
- ExFlow config/setup, workflows & batch jobs
- ExFlow Project in relation to D365FO.
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 (CET)
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.
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.
ExFlow config/setup, workflows & batch jobs
Get a comprehensive understanding of the ExFlow configuration in this deep-dive into ExFlow parameters and setups.
This includes the several types of ExFlow workflows to be configured, as well as Basic and Extended ExFlow batch jobs.
ExFlow Project in relation to D365FO
Learn how to set up Projects in ExFlow, and start processing project-related invoices – also on intercompany projects.
Filter to find your ExFlow courses
ExFlow config/setup, workflows & batch jobs
ExFlow Basics
ExFlow Dataflow & Advanced Approval Workflow
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 2½ 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 2½ 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.
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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