81110 - Dynamics 365 Business Edition for Financials (5 days)

Code: 81110
Course duration: 5 days
Price:
Location Period
Attend Online
02-19 09:00AM to 02-23 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
02-19 09:00AM to 02-23 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
02-19 09:00AM to 02-23 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
02-19 09:00AM to 02-23 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
02-19 09:00AM to 02-23 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
02-19 09:00AM to 02-23 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
02-19 09:00AM to 02-23 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
02-19 09:00AM to 02-23 05:00PM
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Palm Beach County Florida (Instructor-Led)
02-19 09:00AM to 02-23 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
02-19 09:00AM to 02-23 05:00PM
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Mid-Town New York City (Instructor-Led)
02-19 09:00AM to 02-23 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
02-19 09:00AM to 02-23 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
03-19 09:00AM to 03-23 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
03-19 09:00AM to 03-23 05:00PM
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Attend Online
03-19 09:00AM to 03-23 05:00PM
enroll
Raleigh, North Carolina (Virtual Instructor-Led)
03-19 09:00AM to 03-23 05:00PM
enroll
Washington, D.C. (Instructor-Led)
03-19 09:00AM to 03-23 05:00PM
enroll
NYC-23rd Street (Instructor-Led)
03-19 09:00AM to 03-23 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
03-19 09:00AM to 03-23 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
03-19 09:00AM to 03-23 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led)
03-19 09:00AM to 03-23 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led)
03-19 09:00AM to 03-23 05:00PM
enroll
Palm Beach County Florida (Instructor-Led)
03-19 09:00AM to 03-23 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led)
03-19 09:00AM to 03-23 05:00PM
enroll

81110 Dynamics 365 Business Edition for Financials Training

Course Description

 

Dynamics 365 for Financials

 

Dynamics 365 for Financials is the solution to make better decisions, connect your business and grow your company.

This course has three parts: Setup and Configuration, Working with Financials and Working with the Supply Chain features.

 

Chapter 1: Dynamics 365 for Financials - Setup and Configuration

 

Module 01: Learn how to set-up and customize a financial solution for small and medium-sized businesses

Getting Started:

Lessons: • Introduction to Working With Financials
• Getting Ready for Doing Business
• Importing Business Data from Other Finance Systems
• Getting Financials on Your Mobile Device
• Changing Basic Settings
• Change the Role Center
• Customizing Your Financials Experience
• Specifying Printer Selection for Reports
• Videos on Common Tasks

 

Module 02: Setting Up Financials and Financial management Setup payment terms, number series, customer / vendor / item templates, chart of accounts, general ledger setup, and posting groups.

Manage financial tasks for your business
• Setup Finance features
• Choosing Payment Methods
• Open a New Fiscal Year
• Adjust Currency Exchange Rates
• Associate Dimensions
• Defining the Chart of Accounts
• Cash Flow Analysis

 

CHAPTER 2 – GENERAL LEDGER, CASH MANAGEMENT, AND BANKING IN FINANCIALS

 

Module 03: GETTING STARTED The Dynamics 365 Role-based User Interface
System Requirements 
Browsers
Mobile Devices
Outlook

Module 04: COMPANY SETUP IN DYNAMICS 365 FOR FINANCIALS The Assisted Setup Menu 
Migrate Business Data
Entering Initial Data
Importing Data from QuickBooks

Module 05: GENERAL LEDGER
Architecture
Accounting Periods
Documents
General Ledger Cards
Dimensions
Journals and General Ledger Transactions
Account Schedules
Allocations in Journal Entries

Module 06: CASH MANAGEMENT AND BANKING
Establishing Bank Accounts
Electronic Banking Features 
Configuring and Using Bank Feeds
Electronic Payments and Positive Pay
Bank Reconciliation 
Fill Bank Reconciliation Lines by Importing a Bank Statement
Fill Bank Reconciliation Lines with the Suggest Lines Function
Match Bank Statement Lines Automatically with Bank Account Ledger Entries
Match Statement Lines Manually with Bank Account Ledger Entries 
Create Missing Ledger Entries with Which to Match Bank Transactions

 

CHAPTER 3 – KEY BUSINESS FUNCTIONS IN FINANCIALS AND MANAGING THE SALES PROCESS

 

Configure the rules and values that define your company sales policies, register new customers, and set up how you manage sales and communicate with customers.

 

Module 07: TRANSACTION CYCLES
QUOTE TO CASH
Customer Management and CRM 
Relationship Management 
Sales and Invoicing 
Quotes and Sales Orders 
Master Data 
Invoicing
Accounts Receivable 
Receiving Customer Payments

Module 08: PURCHASE TO PAY
Vendor Management
Purchase Order Management
Creating a Basic Purchase Order 
Creating a Purchase Invoice from a Sales Invoice
Paying Vendors
Suggest Vendor Payments 
Issuing Checks
Voiding Checks

Module 09: INVENTORY MANAGEMENT Tracking and Valuation
Cancellations and Returns

Module 10: PROJECT MANAGEMENT (JOB COSTING) Setting up Jobs

Module 11: OTHER TRANSACTIONS
Payroll and Human Resources 
Importing Payroll Journal Entries
Deferrals
Fixed Assets
Items on the Development Roadmap

Module 12: EXTENSIONS AND SERVICE CONNECTIONS
Accounts Payable Automation

Module 13: WORKFLOWS IN DYNAMICS 365
Approval Workflows
Requesting Approval of a Record Cancelling Approval Requests
Making Minor Changes to Approved Records
Approving or Rejecting Approval Requests
Delegating Approval Requests
Manage Overdue Approval Requests
Microsoft PowerApps and Microsoft Flow
Microsoft PowerApps Microsoft Flow

CHAPTER 4 – REPORTING IN DYNAMICS 365 FOR FINANCIALS

Module 14 : REPORTING BASICS
General Reports and Report Layouts
Built-in and Custom General Report Layouts
Financial Reports
Reporting with Microsoft Excel

Module 15: MICROSOFT POWER BI
What Are the Components of Power BI?
Power BI Versions and Pricing
Cortana Intelligence Suite

Guaranteed to Run

2018-03-07 09:00 to 2018-03-09 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)
2018-02-12 09:00 to 2018-02-16 17:00
Attend Online
2018-02-12 09:00 to 2018-02-16 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2018-02-09
09:00 to 17:00
Newark, New Jersey (Virtual Instructor-Led)
2018-01-29 09:00 to 2018-02-02 17:00
Attend Online
2018-01-25 09:00 to 2018-01-26 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)

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