By the end of this course, participants will be proficient in configuring and managing ExFlow project settings in D365FO, handling project-related invoices, and utilizing advanced approval workflows and cost management tools for enhanced efficiency and accuracy.
Course Objectives:
- Understand the standard Project Setup in D365FO
- Understand the ExFlow Configuration for Projects
- Master invoice processing using ExFlow import form, web interface, and document form for invoice management.
- Know how to set up advanced approval workflows for project invoices and role-based assignments
- Understand Intercompany Transactions, configuration and managing
- Consider Validation and Precoding, Cost Reservation, and Accruals
Audience
This course is ideal for finance professionals, project managers, accounts payable personnel, and Dynamics 365 consultants who manage project transactions and want to leverage ExFlow’s full capabilities within the D365FO environment.
It also benefits those looking to enhance their understanding of project-based financial processes and improve workflow efficiencies.
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, project managers, accounts payable personnel, and Dynamics 365 consultants who manage project transactions and want to leverage ExFlow's full capabilities within the D365FO environment.
It also benefits those looking to enhance their understanding of project-based financial processes and improve workflow efficiencies.
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
- Project Setup in D365FO:
- Configuring project management and accounting modules.
- Setting up project-related categories, items, and posting parameters.
- ExFlow Configuration:
- Activating project settings in ExFlow.
- Configuring financial dimensions and project-related fields.
- Invoice Handling:
- Processing invoices with project lines.
- Using ExFlow import form, web interface, and document form for invoice management.
- Advanced Workflow Management:
- Setting up advanced approval workflows for project invoices.
- Utilizing role-based assignments for project manager, controller, and sales manager.
- Intercompany Transactions:
- Managing intercompany project invoicing.
- Configuring transfer prices and intercompany relations.
- Validation and Precoding:
- Implementing validation rules for project-related fields.
- Precoding invoices to streamline approval processes.
- Cost Reservation and Accruals:
- Using ledger and project accrual tools for cost management at the end of the month.
