Course Date | Start Time | End Time | Time Zone | Location | Days | Price | |
---|---|---|---|---|---|---|---|
Call for In Class or Live Virtual Dates | 4 | $2,595 USD | Purchase |
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.
Duration: 4 Days
Prerequisites
- Basic accounting skills
- Core competencies in Dynamics 365 Core
Audience
- Functional Consultants
Learning Objectives
- Create and post vendor/customer/general ledger payments
- Configure a financial report
- Configure tax ledger posting group
- Create and apply an accrual scheme
- Configure financial dimensions and make a journal entry for the new financial dimension value
- Configure an expense category
- Adjust a temporary credit limit for a customer
- Configure payment methods, terms, and days
- Create a budget transfer rule
- Acquire a fixed asset by using an AP invoice journal
Topics
- Overview of Dynamics 365 Finance
- Set Up and Configure Financial Management
- Implement and Manage Shared Configuration for A/P and A/R
- Implement and Manage Accounts Payable
- Implement and Manage Expense Management
- Implement and Manage Accounts Receivable, Credit, and Collections
- Configure and Manage Budgeting
- Configure and Manage Fixed Assets