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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
