Learn the fundamentals of Microsoft Dynamics 365 Finance

After completing this module, you will be able to:

• 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.

After completing this module, you will be able to:

• Describe use cases for legal entities
• Describe how Dynamics 365 Finance handles regional tax reporting requirements
• Describe cost accounting concepts

After completing this module, you will be able to:

• Describe charts of accounts including main accounts, balance sheets, and income statements
• Describe financial dimensions and dimension set concepts
• Describe periodic financial processes

After completing this module, you will be able to:

• 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

After completing this module, you will be able to:

• 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

• 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

• Introduction
• Explore use cases for legal entities
• Handle regional tax reporting requirements
• Explore cost accounting concepts
• Knowledge check
• Summary

• Introduction
• Identify charts of accounts
• Explore financial dimensions and dimension set concepts
• Explore periodic financial processes
• Lab: create a financial dimension
• Knowledge check
• Summary

• 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

• Introduction
• Explore cash and bank management concepts
• Explore expense management
• Explore fixed asset management
• Explore budgeting capabilities
• Knowledge check
• Summary