81110 Dynamics 365 Business Edition for Financials (5 days)

Code: 81110
Course duration: 5 days
Price: $3295

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:

  • 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

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