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.
Prerequisites
• Basic accounting skills • Core competencies in Dynamics 365 Core
Course Objectives
After completing this course students will be able to: • Understand and perform financial duties in Dynamics 365 Finance
Course Content
• Financial Management • Configure Chart of Accounts • Create Fiscal Calendars, Years and Periods • Configure Ledger and Journals • Configure Cash and Bank Management • Use Cash and Bank Management • Configure Letters of Credit and Guarantees • Perform Daily Procedures • Intercompany Accounting • Configure Ledger Allocations and Accruals • Configure Sales Tax • Configure Accounts Payable • Perform Accounts Payable Daily Procedures • Use Accounting Distribution and Invoice Validations • Configure Accounts Receivable • Perform Accounts Receivable Daily Procedures • Configure Credit and Collections • Process Credit and Collections • Configure PostDated Checks • Configure and Use Basic Budgeting and Budget Control Processes • Configure and Use Budget Planning Processes • Configure Fixed Assets Management • Manage Fixed Assets • Configure and Use Cost Accounting • Configure and Use Periodic Processes • Configure the Electronic Reporting Framework • Configure Localized Features • Configure Financial Management for Public Sector • Course Conclusion