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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

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