Course Outline

Module 1: Overview of Dynamics 365 Finance

  • Introduction
  • Overview of Dynamics 365 Finance Features and capabilities
  • Core components of Dynamics 365 Finance
  • Overview of financial management modules in Dynamics 365 Finance
  • Benefits of Dynamics 365 Finance
  • Module summary
  • Knowledge Check

Module 2: Set up and configure financial management

  • Introduction
  • Create and configure new legal entity
  • Define and configure the chart of accounts
  • Configure ledgers and currencies
  • Implement and manage journals
  • Implement and manage cash and bank
  • Implement cost accounting and cost management
  • Perform periodic processes
  • Configure, collect, and report taxes
  • Module summary
  • Knowledge Check

Module 3: Implement and manage shared configuration for A/P and A/R

  • Introduction
  • Configure Terms of payment
  • Configure payment days, and payment schedules
  • Configure Cash discounts
  • Configure Payment calendar
  • Configure Payment fees
  • Module summary
  • Knowledge Check

Module 5: Implement and manage expense management.

  • Introduction
  • Lesson 1: Configure and use expense management
  • Module summary
  • Knowledge check

Module 6: Implement and manage accounts receivable and credit and collections

  • Introduction
  • Configure Method of Payment
  • Create and maintain Customer groups and customers
  • Create and configure customer posting profile
  • Process orders, invoices, and payments
  • Configure Accounts receivable charges
  • Manage credit and collections
  • Configure revenue recognition
  • Module summary
  • Knowledge Check

Module 7: Configure and manage budgeting

  • Introduction
  • Configure and use basic budgeting
  • Configure and use budget controls
  • Create and configure registry entries
  • Configure and use budget planning
  • Module summary
  • Knowledge Check

Module 8: Configure and manage fixed assets

  • Introduction
  • Configure Fixed assets components
  • Manage Fixed assets
  • Fixed asset acquisition, depreciation and disposal
  • Fixed asset integration
  • Module summary
  • Knowledge Check

Requirements

Basic understanding of ERP and CRM concepts.

  28 Hours
 

Number of participants


Starts

Ends


Dates are subject to availability and take place between 09:30 and 16:30.
Open Training Courses require 5+ participants.

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