By the end of this course, you will have the skills to configure and manage your ExFlow workflows, automate approver assignments, and ensure your invoice processing is both efficient and maintainable.
Course Objectives:
- Provide deep insights into the data flow of vendor invoices.
- Enable participants to configure advanced approval workflows in ExFlow.
- Ensure understanding of maintainability and efficiency aspects of workflows.
- Provide hands-on experience with real-world scenarios and practical exercises.
Audience
This course is ideal for finance professionals, IT specialists, system administrators, and business analysts managing vendor invoices within Dynamics 365 Finance & Operations.
Whether you are a beginner looking to build a strong foundation or an experienced user seeking to enhance your knowledge and skills, this course will equip you with the tools and techniques necessary to optimize your workflow automation and approval processes in ExFlow.
3-hour live online ExFlow (D365FO) course.
The delivery is per our Prepare-Participate-Practice (3P) methodology.
What you get
- Welcome email to students
- Link to Dashboard in AXcademy – one-stop for all information
- Overview
- Links to live sessions
- Preparation materials
- Live recordings and presentations used
- Practice exercises
- Preparation materials
- Videos, presentations, et al.
- Participate
- Live session – 1 x 3-hour live session
- Recorded live session (accessible for 30 days after the course)
- Presentations used
- Practice materials
- Hands-on exercises, deep dive documentation, et al.
- Test-your-knowledge quiz (see below)
- Practice quiz
- Test-your-knowledge quiz
- Available for three takes.
Description
Audience
This course is ideal for finance professionals, IT specialists, system administrators, and business analysts managing vendor invoices within Dynamics 365 Finance & Operations.
Whether you are a beginner looking to build a strong foundation or an experienced user seeking to enhance your knowledge and skills, this course will equip you with the tools and techniques necessary to optimize your workflow automation and approval processes in ExFlow.
What you get
- Welcome email to students
- Link to Dashboard in AXcademy – one-stop for all information
- Overview
- Links to live sessions
- Preparation materials
- Live recordings and presentations used
- Practice exercises
- Preparation materials
- Videos, presentations, et al.
- Participate
- Live session – 1 x 3-hour live session
- Recorded live session (accessible for 30 days after the course)
- Presentations used
- Practice materials
- Hands-on exercises, deep dive documentation, et al.
- Test-your-knowledge quiz (see below)
- Practice quiz
Course Content
- ExFlow Data Flow:
- Understand how vendor invoice data is captured and imported into ExFlow.
- Learn about various data sources, including EDI invoices and OCR tools, and the necessary configurations to ensure smooth data transfer into ExFlow and Dynamics 365 F&O.
- Get insights into the behind-the-scenes data flow and how it integrates with standard F&O objects and journals.
- Approval Routing in ExFlow:
- Dive deep into the automation of approver assignments to invoice lines.
- Learn to configure and manage advanced approval workflows, ensuring efficient and maintainable processes.
- Understand the concept of data-driven approval routing, which uses data objects within the system to determine approvers dynamically.
- Efficiency and Maintainability:
- Learn best practices for maintaining and optimizing your approval workflows.
- Explore advanced settings and tweaks to improve performance and ensure your workflows remain efficient over time.
