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Configure and work with analytics and reporting in finance and operations apps

Offered By: Microsoft via Microsoft Learn

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Microsoft Dynamics Courses Financial Reporting Courses

Course Description

Overview

  • Module 1: Business leaders can make important decisions in their company if they have accurate insight into the underlying financial and operational data. Without data visibility, business leaders are challenged with a nearly impossible task. By using analytics and reporting in Finance and Operations apps, you can empower every business user, depending on their security rights, to get the insights they need to make those important decisions.

    • In this module, you will learn about:

    • Different types of reports and inquiries in Finance and Operations apps
    • Financial reporting
    • Configuring Finance and Operations apps for Microsoft Power Platform
    • Generating and consuming inquiries and reports
  • Module 2: This module provides information about how to configure and work with electronic reporting.

    • In this module, you will learn how to:

    • Configure electronic reporting
    • Use barcode data sources to generate bar code images
    • Add a new electronic reporting provider and mark it as active
    • Generate an electronic document in a specific format
    • Create electronic reporting configurations

Syllabus

  • Module 1: Work with analytics and reporting in Finance and Operations apps
    • Introduction
    • Understand different types of reports and inquiries
    • Financial reporting
    • Find inquiries and reports
    • Generate and consume inquiries and reports
    • Configure Finance and Operations apps for Microsoft Power Platform
    • Lab - Work with reports
    • Check your knowledge
    • Summary
  • Module 2: Configure electronic reporting in Dynamics 365 Finance
    • Introduction
    • Configure electronic reporting
    • Use barcode data sources to generate bar code images
    • Lab - Generate electronic documents for payments
    • Check your knowledge
    • Summary

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