Organizations use Dynamics 365 for Finance and Operations to elevate their financial performance by increasing profitability, optimizing workforce productivity, reducing operational expenses, adapting quickly to requirement changes, and streamlining asset management. This course discusses how to configure and use essential components of financial management including accounts payable, receivable, and collections in Dynamics 365 for Finance and Operations. It will also discuss how to configure and use budgeting, fixed assets, and additional functionality in Dynamics 365 for Finance and Operations.
You Will Learn How To:
- Leverage the benefits of financial management of Dynamics 365 for Finance and Operations
- Set up and configure currencies
- Create fiscal calendars, years, and periods
- Configure a chart of accounts
- Create and use ledger and journals
- Configure and use cash and bank management
- Create letters of credit and guarantees
- Process daily activities in general ledger
- Use journal control to apply rules during data entry
- Set up and use intercompany accounting
- Configure and apply accrual schemes, ledger allocation rules, and sales tax
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Software/Tools
Dynamics
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Requirements
Basic understanding of ERP, CRM concepts.
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Who Should Attend This Course
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.
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Exam information
MB-310: Microsoft Dynamics 365 Finance