By the end of this course, you’ll be equipped with the knowledge to configure and optimize import methods in ExFlow, including the ExFlow Data Capture component, enabling more efficient and accurate invoice processing.

Course Objectives:

• Provide a comprehensive understanding of the various import methods available in ExFlow.
• Equip participants with the skills to configure and set up import methods in ExFlow.
• Enable participants to capture and process invoice data efficiently using ExFlow Data Capture.
• Ensure participants can integrate ExFlow seamlessly with Dynamics 365 Finance and Operations.
• Teach best practices for automating invoice imports and optimizing workflows.
• Offer hands-on experience to apply learned concepts in real-world scenarios.

Audience

This course is ideal for:

• Accounts Payable Professionals: Looking to enhance their knowledge of automated invoice processing.
• Finance Managers: Seeking to streamline and optimize financial operations.
• IT Specialists: Responsible for the integration and maintenance of ERP systems.
• Business Analysts: Focused on improving business processes and data accuracy.

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.

Course Content

1. Overview of Import Methods:
   • Learn about the different import methods available in ExFlow, including FTP, SFTP, and EDI.
   • Understand the scenarios in which each method is most effective and suitable for your organizational needs.
2. Configuration and Setup:
   • Step-by-step guidance on setting up import methods in ExFlow.
   • Detailed instructions on configuring various data capture settings to ensure accurate and efficient invoice processing.
   • Explore advanced configurations for handling complex import scenarios.
3. Data Capture Essentials:
   • Understand how to capture invoice data efficiently, whether from paper, PDF, or electronic invoices.
   • Learn about the tools and technologies used for data capture, including OCR (Optical Character Recognition) and machine learning.
   • Best practices for managing and maintaining data capture tools to reduce errors and improve accuracy.
4. Integration with Dynamics 365 F&O:
   • Explore how ExFlow integrates with Dynamics 365 Finance and Operations to streamline invoice processing.
   • Learn about the data flow between ExFlow and Dynamics 365 F&O, including how to handle exceptions and errors during data transfer.
   • Best practices for maintaining a robust integration that supports your business processes.
5. Automation and Optimization:
   • Discover best practices for automating invoice imports and managing exceptions to maintain data accuracy and integrity.
   • Learn how to set up workflows and rules in ExFlow to automate repetitive tasks and reduce manual intervention.
   • Techniques for monitoring and optimizing the performance of your import methods to ensure they run smoothly.
6. Hands-On Practice:
   • Get access to practical exercises and real-world scenarios to reinforce your learning.
   • Troubleshoot common issues and learn how to resolve them effectively.

Description

Audience

This course is ideal for:

• Accounts Payable Professionals: Looking to enhance their knowledge of automated invoice processing.
• Finance Managers: Seeking to streamline and optimize financial operations.
• IT Specialists: Responsible for the integration and maintenance of ERP systems.
• Business Analysts: Focused on improving business processes and data accuracy.

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
  • • Test-your-knowledge quiz
      • Available for 3 takes.

Course Content

1. Overview of Import Methods:
   • Learn about the different import methods available in ExFlow, including FTP, SFTP, and EDI.
   • Understand the scenarios in which each method is most effective and suitable for your organizational needs.
2. Configuration and Setup:
   • Step-by-step guidance on setting up import methods in ExFlow.
   • Detailed instructions on configuring various data capture settings to ensure accurate and efficient invoice processing.
   • Explore advanced configurations for handling complex import scenarios.
3. Data Capture Essentials:
   • Understand how to capture invoice data efficiently, whether from paper, PDF, or electronic invoices.
   • Learn about the tools and technologies used for data capture, including OCR (Optical Character Recognition) and machine learning.
   • Best practices for managing and maintaining data capture tools to reduce errors and improve accuracy.
4. Integration with Dynamics 365 F&O:
   • Explore how ExFlow integrates with Dynamics 365 Finance and Operations to streamline invoice processing.
   • Learn about the data flow between ExFlow and Dynamics 365 F&O, including how to handle exceptions and errors during data transfer.
   • Best practices for maintaining a robust integration that supports your business processes.
5. Automation and Optimization:
   • Discover best practices for automating invoice imports and managing exceptions to maintain data accuracy and integrity.
   • Learn how to set up workflows and rules in ExFlow to automate repetitive tasks and reduce manual intervention.
   • Techniques for monitoring and optimizing the performance of your import methods to ensure they run smoothly.
6. Hands-On Practice:
   • Get access to practical exercises and real-world scenarios to reinforce your learning.
   • Troubleshoot common issues and learn how to resolve them effectively.