Microsoft Dynamics 365 Procurement and Sourcing Training Course

Course overview

Procurement teams need more than purchase orders to control spend, maintain supplier performance, and provide an auditable rationale for sourcing decisions. Microsoft Dynamics 365 Procurement and Sourcing provides the workflows to manage requisitions, requests for quotations, vendor onboarding, agreements, catalogues, approvals, and purchasing policies in one connected environment. This course addresses the gap between knowing procurement process theory and configuring or operating those processes correctly in Dynamics 365.

Participants work through the procurement and sourcing capabilities in Microsoft Dynamics 365 Finance and Supply Chain Management. They learn to configure procurement categories, vendor groups, purchasing policies, workflows, procurement catalogues, request for quotation processes, purchase agreements, and vendor collaboration. The course also covers purchase requisition-to-order processing, three-way matching controls, supplier performance data, spend analysis, and the links between procurement, inventory, accounts payable, and finance.

Instructor-led demonstrations are followed by guided exercises in a Dynamics 365 training environment. Participants configure a procurement operating model for a case-study organisation, process sourcing events and purchasing transactions, and troubleshoot approval and matching exceptions. They leave with a documented procurement and sourcing configuration workbook, sample workflow design, sourcing evaluation template, and a practical action plan for applying the features in their own organisation.

The course is designed for procurement professionals, supply chain systems users, finance staff, and functional consultants who already understand core purchasing activity and now need to run or improve it in Microsoft Dynamics 365. It is particularly relevant where teams are standardising purchasing controls, increasing catalogue adoption, formalising supplier selection, or preparing for a Dynamics 365 implementation or optimisation programme.

Course objectives

By the end of this course, participants will be able to:

• Configure procurement categories, category hierarchies, and purchasing category assignments in Microsoft Dynamics 365
• Create purchasing policies that control requisition access, spending thresholds, and procurement process rules
• Design and test purchase requisition approval workflows using workflow conditions, assignments, and escalations
• Run a request for quotation process from vendor invitation through bid comparison and award decision
• Set up procurement catalogues and external catalogue controls for guided buying
• Create purchase agreements and apply commitment, release order, and pricing rules
• Process purchase orders, product receipts, invoices, and three-way matching exceptions
• Produce a procurement configuration workbook and improvement plan for a Dynamics 365 purchasing process

Benefits of attending

Target competencies

Who should attend

• Procurement Managers — who need to standardise purchasing controls, sourcing activity, and supplier governance in Dynamics 365
• Procurement Officers — who create requisitions, issue RFQs, maintain vendor information, and raise purchase orders
• Purchasing Managers — who manage buyer workloads, purchase agreements, approvals, and supplier commitments
• Supply Chain Analysts — who analyse purchasing data and improve requisition-to-payment processes
• Finance and Accounts Payable Professionals — who need to understand invoice matching, purchase controls, and procurement integration
• Dynamics 365 Functional Consultants — who configure and support procurement and sourcing processes for business users

Requirements and prerequisites

Participants should understand the basic procurement cycle: purchase requisition, supplier selection, purchase order, goods receipt, invoice, and payment. Experience using Microsoft Dynamics 365 Finance and Supply Chain Management, or a comparable ERP purchasing module, is strongly recommended; participants should be comfortable navigating forms, filtering records, and working with master data. Familiarity with vendor management, approval limits, and basic accounts payable controls will help. This is not a programming course: no X++ development, Power Platform development, database administration, or prior configuration certification is required.

Training methodology

The five-day programme combines instructor-led process walkthroughs with configuration demonstrations in Microsoft Dynamics 365 Finance and Supply Chain Management. Each major topic is reinforced through guided system exercises: participants create master data, configure policies and workflows, issue RFQs, evaluate bids, generate purchase orders, and resolve matching exceptions. Short case discussions examine control failures such as maverick buying, delayed approvals, and disputed invoices. Teams complete a final procurement design workshop and translate their decisions into an individual workplace application plan.

Course outline

Day 1: Procurement foundations and master data

• Dynamics 365 procurement and sourcing workspace navigation
• Procure-to-pay process architecture and integration points
• Procurement categories and category hierarchy design
• Vendor groups, vendor master records, and vendor status controls
• Procurement roles, security duties, and purchasing responsibilities
• Released products, procurement parameters, and default order settings
• Purchasing policies and organisational procurement rules

Workshop: Participants configure a category hierarchy, vendor group, purchasing parameters, and policy rules for a multi-site case-study organisation.

Day 2: Requisitions, catalogues, and approvals

• Purchase requisition creation and requisition line types
• Requisition purpose, accounting distribution, and financial dimensions
• Procurement catalogues and catalogue item maintenance
• External catalogue setup and catalogue validation controls
• Purchasing policy rules for category, amount, and legal entity
• Purchase requisition workflow configuration and approval steps
• Workflow conditions, participant assignments, escalations, and delegation

Workshop: Participants build a guided-buying catalogue and configure a multi-level requisition workflow that routes spending by value and category.

Day 3: Strategic sourcing and supplier selection

• Request for quotation case creation and vendor invitation
• RFQ reply entry, bid comparison, and bid scoring
• RFQ questionnaires and supplier response criteria
• Vendor evaluation criteria and weighted scoring methods
• Bid acceptance, rejection, and audit trail requirements
• Vendor collaboration workspace and supplier communications
• Supplier performance records and vendor rating processes

Workshop: Teams run an RFQ for a services contract, score supplier responses against weighted criteria, and document an award recommendation.

Day 4: Purchase agreements and operational purchasing

• Purchase agreement classifications and commitment types
• Purchase agreement lines, effective dates, prices, and discounts
• Release orders and purchase order creation from agreements
• Purchase order confirmation and change management
• Direct delivery, intercompany purchasing, and inventory implications
• Product receipt posting and receipt tolerance settings
• Vendor invoice matching and three-way matching policies

Workshop: Participants create a purchase agreement, release a compliant purchase order, post a receipt and invoice, and investigate a quantity matching exception.

Day 5: Controls, reporting, and implementation application

• Procurement spend visibility using Dynamics 365 inquiries and workspaces
• Vendor performance measures and procurement KPI definitions
• Purchasing control points and segregation of duties
• Exception management for overdue requisitions and purchase orders
• Procurement data validation and master-data governance
• Power BI procurement reporting requirements and data measures
• Configuration documentation, testing, and deployment planning

Workshop: Participants complete a procurement improvement workshop, producing a configuration workbook, control matrix, KPI list, and 90-day application plan.

Tools & standards covered

Microsoft Dynamics 365 Supply Chain Management, Microsoft Dynamics 365 Finance, Microsoft Power BI, Regression Suite Automation Tool

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions