Set up and work with Finance insights in Dynamics 365 Finance

In this module, you will:

• Discover how Finance insights works with Dynamics 365 Finance.
• Learn about the three main components that Finance insights offers.

In this module, you'll:

• Set up Finance insights in Dynamics 365 Finance.
• Modify external data to be used for the creation of cash flow forecasting.
• Learn how to create a connection between Finance and Power Apps.

In this module, you will:

• Analyze customer payment predictions.
• Improve customer payment predictions.
• Learn how payment probabilities are calculated.

In this module, you will:

• Learn how the cash flow forecasting capability can help companies manage their cash balance.
• Learn what goes into the cash flow forecast in Dynamics 365 Finance.
• Identify ways to improve the accuracy of the cash flow forecast.

In this module, you will:

• Explore the capabilities of budget proposals.
• Generate a budget proposal.
• Run financial reports in the Report designer.

• Introduction
• Financial insights scenario
• Customer payment predictions
• Cash flow forecasting
• Budget proposals
• Check your knowledge
• Summary

• Introduction
• Create a data integration project
• Set up Finance insights
• Enable customer payment predictions
• Enable cash flow forecasts
• Enable budget proposals
• Improve your predictions
• Check your knowledge
• Summary

• Introduction
• Payment predictions
• Use customer payment predictions
• Check your knowledge
• Summary

• Introduction
• Cash position
• Snapshots
• Cash forecast
• Check your knowledge
• Summary

• Introduction
• Set up the budget proposal feature
• Generate a budget proposal
• Work with data and machine learning to improve proposals
• Check your knowledge
• Summary