Microsoft Dynamics 365 Finance Sales and Marketing

This course is designed to introduce candidates to the fundamental topics of Customer Service in 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 Customer Service.

 

Course Outline

 

Module 1: Introduction to Microsoft Dynamics 365 Finance

In this module your will learn.

  •         An Introduction to Microsoft Dynamics 365​ Finance
  •         How to Sign In​ to the Application
  •         How to use the Home Page Navigation​
  •         Notifications and Alerts​
  •         How to use the Module Navigation​
  •         How to use the Top Right Navigation​


Module 2: Working with Customer Records

In this module your will learn.

  •         How to work in the Customer Modules and Workspaces
  •         How to find Customer Information Quickly
  •         How to check Customer Invoices and Status
  •         How to create View of Customer InformationInteracting with Customer Service Workflows


Module 3: Working in the Accounts Receivable Module

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 4: Managing Sales Orders

In this module your will learn.

  •    Managing Sales Orders​
  •    Cancelling and Maintaining Sales Orders​
  •    Check Stock on Hand​
  •    Checking Customer Information​
  •    Managing Return Orders​

 

Module 5: Customer Reporting

In this module your will learn.

  •         Searching for Customer Information​    
  •         Running Customer Reports​
  •         Customer Transaction Inquires Export to Excel
  •         Export Customer Information to Excel​

 

 

 

 

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