About This Course
Microsoft Dynamics 365 for Finance and Operations (D365 F&O) is one of the most powerful enterprise resource planning (ERP) platforms available today, enabling organisations to unify their financial and operational data, automate workflows, and gain real-time visibility into business performance. As organisations across Africa and the Middle East accelerate their digital transformation journeys, proficiency in D365 F&O has become a critical competitive advantage for finance managers, operations leaders, and IT professionals alike.
This five-day training programme offered by TrainingComplex provides a structured, hands-on learning experience that covers the full breadth of D365 F&O functionality — from system navigation and entity configuration to financial management, accounts payable and receivable, budgeting, procurement, inventory, and management reporting. Participants will work through real-world business scenarios that mirror the challenges they face in their own organisations, building both conceptual understanding and practical confidence.
The course is designed to bridge the gap between theoretical ERP knowledge and day-to-day operational application. Whether you are a new user seeking to get up to speed quickly, a finance professional transitioning from a legacy system, or a functional consultant advising clients on D365 F&O implementations, this programme provides a rigorous and immediately applicable foundation.
TrainingComplex's facilitation approach emphasises interactive, scenario-driven learning, ensuring that every concept covered is reinforced through guided system walkthroughs, group exercises, and practical assignments tailored to participants' organisational contexts. Delegates will leave equipped with the skills, frameworks, and confidence to contribute meaningfully to their organisation's D365 F&O deployment from day one.
Who Should Attend
- Finance Managers and Financial Controllers responsible for overseeing ERP-driven financial processes
- Accountants and Finance Officers transitioning to or already using Dynamics 365 F&O
- Operations Managers seeking to leverage D365 F&O for supply chain and procurement management
- Procurement and Supply Chain professionals involved in D365 F&O purchasing and inventory workflows
- IT and Systems Administrators supporting D365 F&O deployments within their organisations
- Functional Consultants and ERP implementation team members working on Dynamics 365 projects
- Internal Auditors and Compliance Officers who review financial data and workflows within D365 F&O
- Business Analysts involved in process improvement and system optimisation initiatives
Learning Objectives
- Understand the architecture, navigation, and core capabilities of Microsoft Dynamics 365 for Finance and Operations
- Configure and manage legal entities, organisational hierarchies, and user security within D365 F&O
- Execute end-to-end general ledger, accounts payable, and accounts receivable processes within the platform
- Set up and manage budgeting, cost accounting, and financial dimension structures
- Process procurement and purchase orders from requisition through to vendor invoice settlement
- Manage inventory transactions, warehousing, and product master data within D365 F&O
- Generate, customise, and interpret financial and operational reports using built-in reporting tools
- Configure and run bank reconciliation, fixed assets, and cash and bank management workflows
- Apply D365 F&O best practices for month-end close, financial period management, and audit trails
- Identify system configuration options that align D365 F&O with organisational policies and compliance requirements
Course Modules
Module 1: Introduction to Microsoft Dynamics 365 F&O: Architecture and Navigation
- Overview of the Dynamics 365 ecosystem and the role of Finance and Operations
- D365 F&O system architecture: cloud deployment, modules, and integration points
- Navigating the D365 F&O user interface: dashboards, workspaces, and action panes
- Personalisation, favourites, and role-based workspace configuration
- Understanding legal entities, companies, and the organisational hierarchy
- Key terminology and data structures used throughout the platform
Module 2: System Configuration: Legal Entities, Security, and Master Data
- Setting up and configuring legal entities and operating units
- User roles, security policies, and duty-based access control in D365 F&O
- Chart of accounts setup: main accounts, account structures, and financial dimensions
- Configuring currencies, exchange rates, and fiscal calendars
- Managing customers, vendors, and employee master data
- Number sequences, parameters, and system-wide shared data configuration
Module 3: General Ledger Management
- Understanding the general ledger module and its role in D365 F&O
- Creating and posting journal entries: general journals, ledger accruals, and reversals
- Configuring posting profiles and ledger posting rules
- Period allocation and intercompany accounting transactions
- Managing ledger settlements and foreign currency revaluation
- Executing period-end close procedures and financial period management
Module 4: Accounts Payable: Vendor Invoicing and Payments
- Setting up vendor payment terms, payment methods, and vendor groups
- Processing vendor invoices: manual entry, invoice matching, and approval workflows
- Three-way matching: purchase orders, product receipts, and vendor invoices
- Managing vendor payment journals and generating payment files
- Handling vendor advance payments, prepayments, and credit notes
- Vendor account reconciliation and AP subledger to general ledger reconciliation
Module 5: Accounts Receivable: Customer Billing and Collections
- Configuring customer groups, credit limits, and payment terms
- Creating and posting free text invoices, sales order invoices, and recurring invoices
- Managing customer payment journals and cash receipts processing
- Setting up collection letters, interest notes, and customer ageing analysis
- Processing customer refunds, write-offs, and bad debt provisions
- AR subledger reconciliation and customer account statement generation
Module 6: Cash, Bank, and Fixed Assets Management
- Configuring bank accounts, bank groups, and electronic payment formats
- Processing bank transactions and performing bank statement reconciliation
- Cash flow forecasting and cash position reporting in D365 F&O
- Setting up fixed asset groups, depreciation profiles, and value models
- Recording asset acquisitions, disposals, transfers, and depreciation runs
- Fixed assets reporting: asset schedules, depreciation ledgers, and audit trails
Module 7: Budgeting and Cost Accounting
- Understanding D365 F&O budgeting models: basic budgeting and budget control
- Creating budget plans, budget cycles, and budget allocation methods
- Configuring budget control rules, thresholds, and workflow approvals
- Introduction to cost accounting: cost elements, cost objects, and cost behaviour
- Allocating overhead costs and creating cost distribution rules
- Generating budget versus actual reports and variance analysis dashboards
Module 8: Procurement and Sourcing
- Configuring procurement categories, vendor catalogs, and purchasing policies
- Creating and approving purchase requisitions and requests for quotation (RFQs)
- Generating and managing purchase orders through the approval workflow
- Processing product receipts and matching them to purchase orders
- Managing vendor agreements, trade agreements, and blanket purchase orders
- Procurement reporting: purchase analysis, vendor performance, and spend dashboards
Module 9: Inventory and Warehouse Management
- Setting up inventory parameters, item model groups, and storage dimensions
- Managing product masters, released products, and bill of materials (BOM) basics
- Processing inventory journals: movement, adjustment, counting, and transfer
- Configuring warehouses, locations, and warehouse management parameters
- Managing inbound and outbound shipments and inventory reservation rules
- Inventory valuation methods: FIFO, LIFO, weighted average, and standard cost
Module 10: Reporting, Analytics, and System Optimisation
- Overview of D365 F&O built-in reporting tools: financial reports, SSRS reports, and workspaces
- Designing and running financial statements using Financial Reporter
- Using inquiry screens, data entities, and Excel integration for ad hoc analysis
- Power BI integration with D365 F&O for operational and financial dashboards
- Best practices for data integrity, audit trails, and compliance monitoring
- System optimisation tips: batch jobs, alerts, workflow automation, and performance monitoring
Requirements & Prerequisites
Participants should have a working understanding of basic accounting principles and general business operations. Prior experience using an ERP system or financial management software is beneficial but not mandatory. Familiarity with the Microsoft 365 ecosystem — including Excel and basic Windows navigation — will help delegates get the most from the hands-on components of this course.
Training Methodology
- Guided system walkthroughs using live or sandbox Dynamics 365 F&O environments, enabling hands-on practice with every major feature covered
- Scenario-based exercises modelled on real organisational contexts — from month-end close routines to purchase order processing — so participants immediately apply concepts to familiar situations
- Step-by-step process simulations covering end-to-end workflows such as procure-to-pay and record-to-report within the D365 F&O interface
- Group problem-solving sessions where teams diagnose common configuration issues and propose solutions using platform tools
- Structured demonstrations by the facilitator followed by participant replication, reinforcing procedural learning and building system confidence
- Take-home quick-reference job aids, configuration checklists, and workflow maps that participants can use directly in their workplace after the training
- Peer knowledge-sharing discussions drawing on participants' diverse organisational experiences with ERP systems and financial management practices
Organisational Benefits
- Accelerated time-to-productivity for staff working on live D365 F&O environments
- Reduced reliance on external consultants for routine system configuration and troubleshooting
- Improved financial data accuracy, audit readiness, and regulatory compliance across the organisation
- Stronger cross-functional collaboration between finance, procurement, and operations teams using a shared platform
- Enhanced ability to generate timely, accurate management reports for strategic decision-making
- Lower risk of costly implementation errors during D365 F&O rollouts or upgrades
- Increased employee confidence and engagement through structured, role-relevant technology training
- Better utilisation of existing Microsoft Dynamics 365 licences and platform investments
Where Is Microsoft Dynamics 365 for Finance and Operations Training Offered?
This course runs in-person across: Zanzibar, Nakuru, Abuja, Arusha, Nairobi, Kisumu, Dubai, Pretoria, Addis Ababa, Riyadh, Cape Town, Kigali, Naivasha, Accra, Mombasa, Lagos, Johannesburg, Kampala, Dar es Salaam, plus Live Virtual (online) cohorts. Browse live dates for your city below.
Upcoming Schedules
| Location | Format | Dates | Price |
|---|
| Live Virtual |
Online |
12 Oct 2026 – 16 Oct 2026 |
KES 80,000 |
| Live Virtual |
Online |
24 Oct 2026 – 15 Nov 2026 |
KES 80,000 |
| Zanzibar, Tanzania |
In-Person |
26 Oct 2026 – 30 Oct 2026 |
USD 2,500 |
| Nakuru, Kenya |
In-Person |
26 Oct 2026 – 30 Oct 2026 |
KES 120,000 |
| Abuja, Nigeria |
In-Person |
26 Oct 2026 – 30 Oct 2026 |
USD 2,800 |
| Arusha, Tanzania |
In-Person |
26 Oct 2026 – 30 Oct 2026 |
USD 2,100 |
| Nairobi, Kenya |
In-Person |
26 Oct 2026 – 30 Oct 2026 |
KES 115,000 |
| Kisumu, Kenya |
In-Person |
26 Oct 2026 – 30 Oct 2026 |
KES 120,000 |
| Dubai, United Arab Emirates |
In-Person |
26 Oct 2026 – 30 Oct 2026 |
USD 4,100 |
| Pretoria, South Africa |
In-Person |
26 Oct 2026 – 30 Oct 2026 |
USD 3,300 |
| Addis Ababa, Ethiopia |
In-Person |
26 Oct 2026 – 30 Oct 2026 |
USD 2,400 |
| Abuja, Nigeria |
In-Person |
2 Nov 2026 – 6 Nov 2026 |
USD 2,800 |
| Nakuru, Kenya |
In-Person |
2 Nov 2026 – 6 Nov 2026 |
KES 120,000 |
| Nairobi, Kenya |
In-Person |
2 Nov 2026 – 6 Nov 2026 |
KES 105,000 |
| Zanzibar, Tanzania |
In-Person |
2 Nov 2026 – 6 Nov 2026 |
USD 2,500 |
+227 more dates — view live schedule →
Frequently Asked Questions
Do I need prior experience with Microsoft Dynamics 365 to attend this course?
Prior experience with D365 F&O is not required, but a basic understanding of accounting principles and general business operations is recommended. Familiarity with the Microsoft 365 environment — such as Excel and Windows-based applications — will help you get the most out of the hands-on sessions.
Will participants work in a live Dynamics 365 F&O system during the training?
Yes. TrainingComplex provides access to a dedicated sandbox or demonstration environment for the duration of the course, so all participants can practise system tasks, process transactions, and explore configurations hands-on throughout the five days.
Is a certificate awarded upon completion of this course?
Yes. Participants who successfully complete the five-day programme receive a Certificate of Completion from TrainingComplex. This certificate documents the competencies covered and can be used for professional development portfolios or employer recognition purposes.
Does this course prepare me for any official Microsoft certification exams?
This course provides strong foundational and functional knowledge aligned with the MB-310 (Microsoft Dynamics 365 Finance) and MB-300 (Dynamics 365 Core Finance and Operations) certification pathways. While it is not an official Microsoft exam preparation course, the content significantly supports delegates who choose to pursue those certifications independently.
Can organisations send teams from different departments to attend together?
Absolutely. This course is particularly valuable when attended by cross-functional teams — for example, finance, procurement, and operations staff attending together — as it promotes shared understanding of how D365 F&O integrates workflows across departments. Group enrolments can also be arranged as a private in-house programme tailored to your organisation's specific system configuration.
