Who should take this course?
Candidates for this course use, implement, deploy, maintain, or support Microsoft Dynamics 365 for Finance and Operations in their own or in their customers’ organizations.
Participants should have a moderate understanding of finance and accounting concepts and processes, but they are most likely not experts. They need an understanding of which Finance and Operations functionalities apply to different business processes.
This audience typically includes Dynamics 365 for Finance and Operations partner staff, such as solution architects, functional consultants, and project managers. This course is also appropriate for sales staff who have a business software solution background and who want to demonstrate a foundational understanding of the Finance and Operations application.
Daily users could also benefit from this course, by carefully selecting and focusing on the specific topics applicable to their everyday chores.
Headlines of Finance topics covered in this course
Setup and configure the core financial modules
- Define and configure the General ledger module.
- Explain and set up the Cash and bank management module.
- Describe and design the Accounts receivable and Collections management modules.
- Review and build the Accounts payable module.
- Clarify and utilize the Tax module.
Manage daily procedures for the core financial modules
- Review and process transactions in the General ledger module.
- Analyze and walkthrough transactions in the Cash and bank management module.
- Assess and handle transactions in the Accounts receivable and Collections management modules.
- Define and create transactions in the Accounts payable module.
- Explain and work with transactions in the Tax module.
Headlines of Finance topics NOT covered in this course
Set up, configure, and use the Budgeting module
This is covered in our Course Financial Management 2 – coming soon
Manage periodic and closing procedures for the financial modules
This is covered in our Course Financial Management 2 – coming soon
Review and process fixed asset transactions
This is covered in our Course Fixed Assets
Cost accounting
Coming…