Manage Financial Operations with Dynamics 365 Finance

This course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality.

Configure financial management

• Get started with Dynamics 365 Finance
• Configure currencies in Dynamics 365 Finance
• Create fiscal calendars, years, and periods in Dynamics 365 Finance
• Get started with chart of accounts in Dynamics 365 Finance
• Set up chart of accounts in Dynamics 365 Finance
• Set up financial dimensions in Dynamics 365 Finance
• Set up ledgers and journals in Dynamics 365 Finance
• Perform general ledger daily procedures in Dynamics 365 Finance
• Intercompany accounting in Dynamics 365 Finance
• Configure ledger allocations and accruals in Dynamics 365 Finance
• Configure and perform periodic processes in Dynamics 365 Finance
• Work with analytics and reporting in finance and operations apps
• Configure cash and bank management in Dynamics 365 Finance
• Customer and vendor netting in Dynamics 365 Finance
• Set up taxes in Dynamics 365 Finance
• Work with taxes in Dynamics 365 Finance

Manage accounts receivable

• Set up accounts receivable in Dynamics 365 Finance
• Get started with accounts receivable daily procedures in Dynamics 365 Finance
• Set up credit and collections in Dynamics 365 Finance
• Process credit and collections in Dynamics 365 Finance
• Implement cost management in Dynamics 365 Finance 

Manage accounts payable

• Configure Accounts payable in Dynamics 365 Finance
• Work with accounts payable daily procedures in Dynamics 365 Finance
• Work with accounting distributions, invoice validations and settlements in Dynamics 365 Finance
• Set up and use Intelligent OCR for vendor invoices in Dynamics 365 Finance
• Get started with Expense management in Dynamics 365 Project Operations
• Set up and configure Expense management in Dynamics 365 Project Operations 

Perform budgeting and forecasting

• Set up and use basic budgeting Dynamics 365 Finance
• Set up and use budget control in Dynamics 365 Finance
• Configure and use budget planning in Dynamics 365 Finance 

Administer fixed assets and inventory

• Configure fixed assets management in Dynamics 365 Finance
• Set up and acquire fixed assets in Dynamics 365 Finance
• Manage fixed assets in Dynamics 365 Finance
• Work with fixed asset deprecation and disposal in Dynamics 365 Finance