Course duration
- 4 days
Course Benefits
- Understand and perform financial duties in Dynamics 365 Finance
Public expert-led online training from the convenience of your home, office or anywhere with an internet connection. Guaranteed to run .
Private classes are delivered for groups at your offices or a location of your choice.
Webucator is a Microsoft Certified Partner for Learning Solutions (CPLS). This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).
Course Outline
- Financial Management
- Benefits of financial management
- Financial management
- Module summary
- Configure Currencies
- Journals and their setup
- Configure ledger and journal setup
- User journals
- Practice lab
- Module summary
- Create Fiscal Calendars, Years and Periods
- Introduction
- Create fiscal calendars, years and periods
- Create date intervals
- Practice lab
- Module summary
- Configure Chart of Accounts
- Introduction
- Define and configure the chart of accounts
- Define and configure the financial dimensions
- Define and configure account structures and rules
- Practice labs
- Module summary
- Configure Ledger and Journals
- Journals and their setup
- Configure ledger and journal setup
- User journals
- Practice lab
- Module summary
- Configure Cash and Bank Management
- Introduction
- Bank transaction types and groups
- Setup cash and bank management parameters
- Configure banks and bank checks
- Deposit and refund checks
- Cash flow
- Practice Labs
- Module summary
- Use Cash and Bank Management
- Make deposits and perform payment reversals
- Use cash and bank management workspaces
- Practice Labs
- Module summary
- Configure Letters of Credit and Guarantees
- Introduction
- Configure letters of credit
- Configure letters of guarantee
- Module summary
- Perform Daily Procedures
- Learn about general ledger processes
- Create voucher templates
- Setup journal controls
- Practice Lab
- Module summary
- Intercompany Accounting
- Setup and use intercompany accounting
- Practice Lab
- Module Summary
- Configure Ledger Allocations and Accruals
- Introduction
- Configure and apply accrual schemes
- Configure ledger allocation rules
- Practice labs
- Module summary
- Configure Sales Tax
- Understand tax engine components
- Practice lab
- Module summary
- Configure Accounts Payable
- Understand Task recorder functionality
- Configure accounts payable parameters
- Create and maintain vendors
- Configure accounts payable charges
- Configure and use positive pay
- Practice Lab
- Module Summary
- Perform Accounts Payable Daily Procedures
- Introduction
- Process orders, invoices, and payments
- Manage and apply prepayments
- Practice Labs
- Module summary
- Use Accounting Distribution and Invoice Validations
- Introduction
- Settle transaction and undo settlements
- Distribute funds
- Configure invoice validation policies
- Practice labs
- Module summary
- Configure Accounts Receivable
- Configure accounts receivable
- Create and maintain customers
- Setup customer posting profiles
- Configure accounts receivable charges
- Practice Lab
- Module summary
- Perform Accounts Receivable Daily Procedures
- Create free text invoices and record customer payments
- Settle transactions and undo settlement
- Practice Lab
- Module summary
- Configure Credit and Collections
- Introduction
- Configure credit and collections components
- Setup and manage interest
- Waive, reinstate or reverse
- Setup and manage collection letters
- Practice Lab
- Module Summary
- Process Credit and Collections
- Introduction
- Understand how to process collections
- Manage customer credit and collections
- Practice Labs
- Module Summary
- Configure PostDated Checks
- Introduction
- Manage post dated checks
- Practice Labs
- Module Summary
- Configure and Use Basic Budgeting and Budget Control Processes
- Introduction
- Configure basic budgeting components
- Configure budget control components
- Create and test budget registry entries
- Use inquiries and reports
- Practice Labs
- Module summary
- Configure and Use Budget Planning Processes
- Introduction
- Configure budget plannign components
- Practice Lab
- Module summary
- Configure Fixed Assets Management
- Introduction
- Configure fixed asset components
- Enable fixed asset integration
- Create fixed assets
- Practice labs
- Module summary
- Manage Fixed Assets
- Introduction
- Perform fixed assets tasks
- Practice labs
- Module summary
- Configure and Use Cost Accounting
- Introduction
- Cost control workspace
- Practice lab
- Module summary
- Configure and Use Periodic Processes
- Introduction
- Bank reconciliations
- Configure financial period close
- Prepare periodic filings
- Run foreign currency revaluation processes
- Perform financial consolidations
- Process end of year close
- Practice Labs
- Module summary
- Configure the Electronic Reporting Framework
- Introduction
- Configure electronic reporting
- Formula designer in electronic reporting
- Practice Lab
- Module summary
- Configure Localized Features
- Introduction
- Localization and regulatory features
- Classification of Mexican localization features
- Understand the global tax engine
- Understand the features of fiscal establishments and documents for Brazilian localization
- Bill of Exchange
- Electronic Invoices
- Practice Labs
- Module summary
- Configure Financial Management for Public Sector
- Introduction
- Setup funds for the public sector
- Setup derived financial hierarchies
- Configure billing codes for free text invoices
- Practice Labs
- Module summary
- Course Conclusion
- Final assessment
- Course summary
- Post-course survey
Class Materials
Each student will receive a comprehensive set of materials, including course notes and all the class examples.
Experience in the following is required for this Dynamics 365 class:
- Basic understanding of ERP, CRM concepts.
Instructor-led courses are offered via a live Web connection, at client sites throughout Europe, and at our Geneva Training Center.