Course Overview
This course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality
Who should attend
A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.
Certifications
This course is part of the following Certifications:
Prerequisites
Before attending this course, students must have basic accounting skills.
Course Content
- Get started with Dynamics 365 Finance
- Configure currencies in Dynamics 365 Finance
- Create fiscal calendars, years, and periods in Dynamics 365 Finance
- Configure chart of accounts in Dynamics 365 Finance
- Set up ledgers and journals in Dynamics 365 Finance
- Perform general ledger daily procedures in Dynamics 365 Finance
- Intercompany accounting in Dynamics 365 Finance
- Configure ledger allocations and accruals in Dynamics 365 Finance
- Configure and perform periodic processes in Dynamics 365 Finance
- Work with analytics and reporting in finance and operations apps
- Configure electronic reporting in Dynamics 365 Finance
- Configure cash and bank management in Dynamics 365 Finance
- Work with cash and bank management in Dynamics 365 Finance
- Configure letters of credit and guarantees in Dynamics 365 Finance
- Configure and process postdated checks in Dynamics 365 Finance
- Configure taxes in Dynamics 365 Finance
- Get started with cost accounting in Dynamics 365 Finance
- Configure and work with inventory management in Dynamics 365 Supply Chain Management
- Work with the costing sheet in Dynamics 365 Supply Chain Management
- Set up accounts receivable in Dynamics 365 Finance
- Perform accounts receivable daily procedures in Dynamics 365 Finance
- Set up credit and collections in Dynamics 365 Finance
- Process credit and collections in Dynamics 365 Finance
- Configure Accounts payable in Dynamics 365 Finance
- Perform Accounts payable daily procedures in Dynamics 365 Finance
- Work with accounting distributions, invoice validations and settlements in Dynamics 365 Finance
- Set up and use Intelligent OCR for vendor invoices in Dynamics 365 Finance
- Get started with Expense management in Dynamics 365 Project Operations
- Set up and configure Expense management in Dynamics 365 Project Operations
- Create and process expense reports in Dynamics 365 Project Operations
- Work with travel requisitions in Dynamics 365 Project Operations
- Configure and use basic budgeting and budget control in Dynamics 365 Finance
- Configure and use budget planning in Dynamics 365 Finance
- Configure fixed assets management in Dynamics 365 Finance
- Manage fixed assets in Dynamics 365 Finance
- Set up Asset leasing in Dynamics 365 Finance
- Work with Asset leasing in Dynamics 365 Finance