Training Your Team

TVision provides a range of training options which we can tailor to your needs. All sessions are designed to enhance your understanding and knowledge of Microsoft Dynamics, so you get the most out of your system. We realise that your needs change with time, so do get in touch with us to see if we can create a bespoke session just for you, your users, or your Superuser.

Training topics

  • An Introduction to the system

This will include an overview for the various Role Centres you wish to apply to your teams. You will also get a thorough explanation of the navigation pane, address bar and ribbon to ensure you know your way around the system. We will show you how to use advanced filtering and search, export from pages, and how to use fact boxes, links and notes.

  • General Ledger

Learn more about General Ledger basics including the setting up your Chart of Accounts, dimensions, fiscal years and periods, and all about journals. We will also teach you about periodic processes and reporting such as VAT returns and year end as well as standard reports. Cash management is also an important part of the tool and so we can help you learn more about setting up your bank accounts, applying ledger entries, payment runs and bank reconciliation. We will also discuss fixed assets if required.

  • Sales and Purchase Ledger

We will also devote time to specifically to setting up your customers and vendors, understanding sales invoices and purchase orders as well as creating reports.

  • Tailored and more advanced training

We can also arrange further training as required. Do get in touch and we can personalise a session to your requirements.

Request a Demo

To learn more about any of these TVision Add-ons, or to request a demo, please get in touch. They have all been designed to assist with repetitive processes that many finance functions carry out either regularly or at least monthly.