Microsoft Dynamics 365 for Financial Fundamentals
This course is designed to introduce candidates to the financial topics of Microsoft Dynamics 365 Finance for End Users.
Description
This course is designed to introduce candidates to the fundamental topics of Microsoft Dynamics 365 Finance for End Users. The course is designed for End-Users who are looking to become more productive using the Microsoft Dynamics 365 Finance App and features for Financials.
Course Outline
Module 1: Microsoft Dynamics 365 Finance Overview
In this module your will learn.
- Orientation
- Navigation
- Workspaces
- Personalising your Dynamics 365
- Searching and Finding Information
Module 2: Working with Microsoft Dynamics 365 Finance
In this module your will learn.
- Journals Overview
- Creating General Journal Entries
- The GL Workspace
- Periodic Journals
- Approving Journals
- Attaching Documents to Journals
- Sales Tax
- Save as Voucher Template
- GL Account Enquiry for a specific account and period
Module 3: How to Perform Work in Microsoft Dynamics 365 Finance
In this module your will learn.
- Create Ledger / Transaction Enquires and Export to Excel
- Journal through and Excel Template
- How to do Bridging
- How to use one Voucher feature to transfer balances between Vendors and Bank Accounts
- Create Allocation Journals
- How to use the default description on the General Journal
- How to use voucher breakdown function
- How to use organisation hierarchy to restrict access to legal entities
Module 4: Accounts Payable
In this module your will learn.
- Working with Vendors
- Working with Views
- Invoices and Workspaces
- Vendor Invoice Journals
- Three-Way-Matching
- Vendor Payment Run
- Invoices for Multiple Purchase Orders (POs)
- AP Reports
Module 5: Accounts Receivable
In this module your will learn.
- Working with Customers
- Customers and Workspaces
- Customer Invoicing
- Credit Notes and Free Text Invoices
- Working with Customer Statements
- Payment Receipt Journals
- Customer Transaction Enquiries
- AR Reports
Module 6: Fixed Assets
In this module your will learn.
- How to create and maintain Fixed Assets
- How to maintain Tax and Accounting Books
- Fixed Asset Transactions
- How to run and post a Depreciation Proposal
- How to do Depreciation Adjustments
- How to post against Tax Layer
- Dispose or scrap Fixed Assets
- How Sell Fixed Assets
- OOTB Reporting