81111 Dynamics 365 Business Edition Finance

Code: 81111
Course duration: 3 days
Price: $2,295
Location Period
Greenwich, Connecticut (Virtual Instructor-Led)
11-04 09:00AM to 11-06 05:00PM
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Palm Beach County Florida (Instructor-Led)
11-04 09:00AM to 11-06 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
11-04 09:00AM to 11-06 05:00PM
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Mid-Town New York City (Instructor-Led)
11-04 09:00AM to 11-06 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
11-04 09:00AM to 11-06 05:00PM
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Attend Online
11-04 09:00AM to 11-06 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
11-04 09:00AM to 11-06 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
11-04 09:00AM to 11-06 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
11-04 09:00AM to 11-06 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
11-04 09:00AM to 11-06 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
11-04 09:00AM to 11-06 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
11-04 09:00AM to 11-06 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
11-18 09:00AM to 11-20 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
11-18 09:00AM to 11-20 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
11-18 09:00AM to 11-20 05:00PM
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Palm Beach County Florida (Instructor-Led)
11-18 09:00AM to 11-20 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
11-18 09:00AM to 11-20 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
11-18 09:00AM to 11-20 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
11-18 09:00AM to 11-20 05:00PM
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Attend Online
11-18 09:00AM to 11-20 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
11-18 09:00AM to 11-20 05:00PM
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Washington, D.C. (Instructor-Led)
11-18 09:00AM to 11-20 05:00PM
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NYC-23rd Street (Instructor-Led)
11-18 09:00AM to 11-20 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
11-18 09:00AM to 11-20 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
12-02 09:00AM to 12-04 05:00PM
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Wilkes-Barre, Pennslyvania (Instructor-Led)
12-02 09:00AM to 12-04 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
12-02 09:00AM to 12-04 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
12-02 09:00AM to 12-04 05:00PM
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Palm Beach County Florida (Instructor-Led)
12-02 09:00AM to 12-04 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
12-02 09:00AM to 12-04 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
12-02 09:00AM to 12-04 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
12-02 09:00AM to 12-04 05:00PM
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Attend Online
12-02 09:00AM to 12-04 05:00PM
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Raleigh, North Carolina (Instructor-Led)
12-02 09:00AM to 12-04 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
12-02 09:00AM to 12-04 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
12-02 09:00AM to 12-04 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
12-16 09:00AM to 12-18 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
12-16 09:00AM to 12-18 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
12-16 09:00AM to 12-18 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
12-16 09:00AM to 12-18 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
12-16 09:00AM to 12-18 05:00PM
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Palm Beach County Florida (Instructor-Led)
12-16 09:00AM to 12-18 05:00PM
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Fort Lauderdale, Florida (Instructor-Led)
12-16 09:00AM to 12-18 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
12-16 09:00AM to 12-18 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
12-16 09:00AM to 12-18 05:00PM
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Attend Online
12-16 09:00AM to 12-18 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
12-16 09:00AM to 12-18 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
12-16 09:00AM to 12-18 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
12-30 09:00AM to 01-01 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
12-30 09:00AM to 01-01 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
12-30 09:00AM to 01-01 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
12-30 09:00AM to 01-01 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
12-30 09:00AM to 01-01 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
12-30 09:00AM to 01-01 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
12-30 09:00AM to 01-01 05:00PM
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Palm Beach County Florida (Instructor-Led)
12-30 09:00AM to 01-01 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
12-30 09:00AM to 01-01 05:00PM
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Mid-Town New York City (Instructor-Led)
12-30 09:00AM to 01-01 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
12-30 09:00AM to 01-01 05:00PM
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Attend Online
12-30 09:00AM to 01-01 05:00PM
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Attend Online
01-13 09:00AM to 01-15 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
01-13 09:00AM to 01-15 05:00PM
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Washington, D.C. (Instructor-Led)
01-13 09:00AM to 01-15 05:00PM
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NYC-23rd Street (Instructor-Led)
01-13 09:00AM to 01-15 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
01-13 09:00AM to 01-15 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
01-13 09:00AM to 01-15 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
01-13 09:00AM to 01-15 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
01-13 09:00AM to 01-15 05:00PM
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Palm Beach County Florida (Instructor-Led)
01-13 09:00AM to 01-15 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
01-13 09:00AM to 01-15 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
01-13 09:00AM to 01-15 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
01-13 09:00AM to 01-15 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
01-27 09:00AM to 01-29 05:00PM
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Attend Online
01-27 09:00AM to 01-29 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
01-27 09:00AM to 01-29 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
01-27 09:00AM to 01-29 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
01-27 09:00AM to 01-29 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
01-27 09:00AM to 01-29 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
01-27 09:00AM to 01-29 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
01-27 09:00AM to 01-29 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
01-27 09:00AM to 01-29 05:00PM
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Palm Beach County Florida (Instructor-Led)
01-27 09:00AM to 01-29 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
01-27 09:00AM to 01-29 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
01-27 09:00AM to 01-29 05:00PM
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Fort Lauderdale, Florida (Instructor-Led)
02-10 09:00AM to 02-12 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
02-10 09:00AM to 02-12 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
02-10 09:00AM to 02-12 05:00PM
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Attend Online
02-10 09:00AM to 02-12 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
02-10 09:00AM to 02-12 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
02-10 09:00AM to 02-12 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led)
02-10 09:00AM to 02-12 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led)
02-10 09:00AM to 02-12 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
02-10 09:00AM to 02-12 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
02-10 09:00AM to 02-12 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
02-10 09:00AM to 02-12 05:00PM
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Palm Beach County Florida (Instructor-Led)
02-10 09:00AM to 02-12 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
02-24 09:00AM to 02-26 05:00PM
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Palm Beach County Florida (Instructor-Led)
02-24 09:00AM to 02-26 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
02-24 09:00AM to 02-26 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
02-24 09:00AM to 02-26 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
02-24 09:00AM to 02-26 05:00PM
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Attend Online
02-24 09:00AM to 02-26 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
02-24 09:00AM to 02-26 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
02-24 09:00AM to 02-26 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
02-24 09:00AM to 02-26 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
02-24 09:00AM to 02-26 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
02-24 09:00AM to 02-26 05:00PM
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Secaucus, New Jersey (Instructor-Led)
02-24 09:00AM to 02-26 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
03-10 09:00AM to 03-12 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
03-10 09:00AM to 03-12 05:00PM
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Greenwich, Connecticut (Instructor-Led)
03-10 09:00AM to 03-12 05:00PM
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Palm Beach County Florida (Instructor-Led)
03-10 09:00AM to 03-12 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led)
03-10 09:00AM to 03-12 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
03-10 09:00AM to 03-12 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
03-10 09:00AM to 03-12 05:00PM
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Attend Online
03-10 09:00AM to 03-12 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
03-10 09:00AM to 03-12 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
03-10 09:00AM to 03-12 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
03-10 09:00AM to 03-12 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
03-10 09:00AM to 03-12 05:00PM
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Northern New Jersey (Virtual Instructor-Led)
03-24 09:00AM to 03-26 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led)
03-24 09:00AM to 03-26 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led)
03-24 09:00AM to 03-26 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led)
03-24 09:00AM to 03-26 05:00PM
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Palm Beach County Florida (Instructor-Led)
03-24 09:00AM to 03-26 05:00PM
enroll
Fort Lauderdale, Florida (Instructor-Led)
03-24 09:00AM to 03-26 05:00PM
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Mid-Town New York City (Virtual Instructor-Led)
03-24 09:00AM to 03-26 05:00PM
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Newark, New Jersey (Virtual Instructor-Led)
03-24 09:00AM to 03-26 05:00PM
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Attend Online
03-24 09:00AM to 03-26 05:00PM
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Raleigh, North Carolina (Virtual Instructor-Led)
03-24 09:00AM to 03-26 05:00PM
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Washington, D.C. (Virtual Instructor-Led)
03-24 09:00AM to 03-26 05:00PM
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NYC-23rd Street (Virtual Instructor-Led)
03-24 09:00AM to 03-26 05:00PM
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81111 Dynamics 365 Business Edition Finance 

Course Description 

This 3-day course on the Dynamics 365 (D365) Business Edition is for those who are looking to grow your business. The Business edition of Dynamics 365 is great for companies who have 10 or even 250 employees. D365 for Business Financials can be installed as a stand-a-lone system or the base of a full-service Enterprise Resource Planning (ERP) system. The class is helpful as many people will stick with the inner-workings of the financial modules. 

The D365 Financials is a cloud based systems and installs quickly. After you have deployed it, the real-work will start. You’ll need to configure the accounting system to match your business needs. This class you help you to make decisions on how-to setup your financial modules. 

Who should Attend: 

This class is best for professionals with programming experience and a working knowledge of Visual Studio. Managers who are making decisions can benefit from a better understanding of the development process.  
This class is best for professionals involved in accounting, finance, inventory, manufacturing, project management, distribution, warehouse management, and services management who want to gain an understanding of the Microsoft Dynamics 365 for Business Finance and Operations application. 

After completing this course, students will understand the following areas within D365 Business Edition 

  • Overview of Dynamics 365 for Business Functionality 
  • Finance Settings and Configuration Choices 
  • Understanding the General Ledger and the COA 
  • Managing Receivables 
  • Managing Payables 
  • Invoicing Prepayments 
  • Managing Bank Accounts 
  • Sales Order Processing 
  • Reporting 

Course Outline 

Module 1: Overview of Dynamics 365 for Business Functionality 

Lessons 

  • Great new feature and comparison to Dynamics Enterprise 
  • Finances, Operations, Supply Chain, Manufacturing 
  • Dynamics 365 home page: Dashboard 
  • Administration settings for all companies 
  • Suggestions for applications areas and best practices 
  • Advice on importing data from other systems 

Module 2: Work with Campaigns 

Lessons 

  • Create a Company 
  • Assisted Setup 
  • Migrate Business Data 
  • Entering Initial Data 
  • Importing Data from QuickBooks 

Module 3: Understanding the General Ledger and the COA 

Lessons 

  • Setting-up the Chart of Accounts (COA) 
  • Posting Groups 
  • Working with Dimensions 
  • Create G/L Budgets 
  • Post Transactions Directly to the General Ledger 
  • Reverse Postings 

Module 4: Share Information Across Teams 

Lessons 

  • Applying Payments Automatically and Reconcile Bank Accounts 
  • Reconcile Customer Payments Manually from a List of Unpaid Sales Documents 
  • Apply Customer Payments Manually 
  • Collect Outstanding Balances 
  • Use Item Charges to Account for Additional Trade Costs 
  • Work with Payment Tolerances and Payment Discount Tolerances 

Module 5: Managing Payables 

Lessons 

  • Making Payments 
  • Applying Payments Automatically and Reconciling Bank Accounts 
  • Reconcile Vendor Payments Manually 
  • Use Item Charges to Account for Additional Trade Costs 

Module 6: Invoicing Payments 

Lessons 

  • Set Up Prepayments 
  • Create Prepayment Invoices 
  • Correct Prepayments 

Module 7: Managing Bank Accounts 

Lessons 

  • Creating a Bank Account 
  • Applying Payments Automatically and Reconcile Bank Accounts 
  • Reconcile Bank Accounts Separately 
  • Transfer Bank Funds 
  • Bank Feed (online banking) 

Module 8: Sales Order Processing 

Lessons 

  • Entering Quotes 
  • Creating Orders 
  • Processing Invoices 
  • Credit Memos 

Module 9: Reporting 

Lessons 

  • Generate Income Statements 
  • Balance Sheet 
  • Accounts Payable Aging Reports 
  • Accounts Receivable Aging Reports 

Module 10: Course Review 

  • Overview of Dynamics 365 for Business Functionality 
  • Finance Settings and Configuration Choices 
  • Understanding the General Ledger and the COA 
  • Managing Receivables 
  • Managing Payables 
  • Invoicing Prepayments 
  • Managing Bank Accounts 
  • Sales Order Processing 
  • Reporting 

Prerequisites 

  • Basic understanding of knowledge of accounting practices. 

 

Guaranteed to Run

2020-11-26 09:00 to 2020-11-27 17:00
Attend Online
2020-11-25 09:00 to 2020-11-27 17:00
Attend Online
2020-11-19 09:00 to 2020-11-20 17:00
Attend Online
2020-11-19 09:00 to 2020-11-20 17:00
Attend Online
2020-11-16 09:00 to 2020-11-20 17:00
Attend Online
2020-11-16 09:00 to 2020-11-20 17:00
Attend Online
2020-11-13
09:00 to 17:00
Attend Online
2020-11-12 09:00 to 2020-11-13 17:00
Attend Online
2020-11-06
09:00 to 17:00
Attend Online
2020-11-06
09:00 to 17:00
Attend Online
2020-11-02 09:00 to 2020-11-06 17:00
Attend Online
2020-11-02 09:00 to 2020-11-06 17:00
Attend Online
2020-10-29 09:00 to 2020-10-30 17:00
Attend Online
2020-10-26 09:00 to 2020-10-30 17:00
Attend Online

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