Learn the fundamentals of Microsoft Dynamics 365 Finance
Offered By: Microsoft via Microsoft Learn
Course Description
Overview
- Module 1: Get introduced to the finance and operations apps
- Describe built-in reporting capabilities.
- Describe options for exporting data to other Microsoft products.
- Describe options for analyzing data.
- Describe use cases for and integration capabilities with other Microsoft products.
- Describe options for managing documents.
- Module 2: Explore Microsoft Dynamics 365 Finance core capabilities
- Describe use cases for legal entities
- Describe how Dynamics 365 Finance handles regional tax reporting requirements
- Describe cost accounting concepts
- Module 3: Explore general ledger in Dynamics 365
- Describe charts of accounts including main accounts, balance sheets, and income statements
- Describe financial dimensions and dimension set concepts
- Describe periodic financial processes
- Module 4: Explore accounts payable and accounts receivable in Microsoft Dynamics 365 Finance
- Describe core accounts payable components including vendors, purchase orders, and vendor invoices
- Describe vendor payments and settlements including three-way matching concepts
- Describe core accounts receivable components including customers, customer invoices, and free text invoices
- Describe credit and collection processes
- Module 5: Explore expense management, fixed asset management, and budgeting in Microsoft Dynamics 365 Finance
- Describe cash and bank management concepts
- Describe expense management including cash advances and mobile workspaces
- Describe fixed asset management, and fixed asset creation, acquisition, and depreciation
- Describe budgeting capabilities
After completing this module, you will be able to:
After completing this module, you will be able to:
After completing this module, you will be able to:
After completing this module, you will be able to:
After completing this module, you will be able to:
Syllabus
- Module 1: Get introduced to the finance and operations apps
- Introduction
- Discover enterprise resource planning (ERP)
- Review Dynamics 365 use cases
- Create and use reports, including workspaces
- Explore options for exporting to Excel
- Explore options for analyzing data with Power BI
- Explore Microsoft Teams integration capabilities
- Integrate Dynamics 365 with Microsoft Word and Excel
- Explore options for managing documents by using SharePoint Online
- Explore email integration capabilities
- Lab: Navigate the finance and operations apps
- Lab: Explore workspace and filtering
- Knowledge check
- Summary
- Module 2: Explore Microsoft Dynamics 365 Finance core capabilities
- Introduction
- Explore use cases for legal entities
- Handle regional tax reporting requirements
- Explore cost accounting concepts
- Knowledge check
- Summary
- Module 3: Explore general ledger in Dynamics 365
- Introduction
- Identify charts of accounts
- Explore financial dimensions and dimension set concepts
- Explore periodic financial processes
- Lab: create a financial dimension
- Knowledge check
- Summary
- Module 4: Explore accounts payable and accounts receivable in Microsoft Dynamics 365 Finance
- Introduction
- Explore core accounts payable components
- Explore vendor payments and settlements
- Lab: create vendor payment journal
- Explore core accounts receivable components
- Explore credit and collection processes
- Knowledge check
- Summary
- Module 5: Explore expense management, fixed asset management, and budgeting in Microsoft Dynamics 365 Finance
- Introduction
- Explore cash and bank management concepts
- Explore expense management
- Explore fixed asset management
- Explore budgeting capabilities
- Knowledge check
- Summary
Tags
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