Microsoft Dynamics 365 Finance

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

Audience Profile

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.

At Course Completion

After completing this course students will be able to:

• Understand and perform financial duties in Dynamics 365 Finance

Prerequisites

Before attending this course, students must have:

• Basic accounting skills
• Core competencies in Dynamics 365 Core

Course Syllabus

• 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 cash and bank management in Dynamics 365 Finance
• Configure taxes in Dynamics 365 Finance
• 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
• 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