This 1-day course Accounts Receivable in Microsoft Dynamics 365 Finance is for all sales staff, customer managers, and financial users, who want a deep understanding of the daily routines, the more advanced functionality and the configuration of Accounts Receivable in D365 Finance.
Typical participant profiles:
The course is for every user with interest and responsibilities within Accounts Receivable, Sales, Sales Managers, AR accountants, customer/prospect managers, as well as superusers, controllers, consultants.
It is essential to have participated in our course Introduction to Microsoft Dynamics 365 for Finance and Operations or in other ways have obtained equivalent knowledge.
Depending on the work area, it could be an advantage to have participated in our course Sales in Microsoft Dynamics 365 Finance or in other ways have obtained equivalent knowledge.
Knowledge about the sales process, and terminology is also an advantage.
During this course Accounts Receivable in Microsoft Dynamics 365 Finance, you will learn about customer management, invoices and credit notes, credit management and collection, and much more.
We will also work with more advanced functionality and tools for daily as well as periodic tasks.
During this 1-day class, you will work hands-on with our hands-on labs with guidelines for Microsoft Dynamics 365 Finance.
- Introduction and overview
- An example of a D365 Finance flow: Invoicing -> account statement -> payment
- Customer creation and management
- Invoices and credit notes
- Free text invoices
- Sales order invoices (overview)
- Payment registration and settlement
- Account statement, collection letter, and interest note
- Prices and charges
- Trade agreements
- Advanced functionality and tools (overview only)
- Reports and Queries.
The price for this course includes training manuals, training environment, food and beverages during the training.
We will provide our own developed and updated AXcademy training materials and/or training materials from Microsoft.
Training manuals are provided printed and/or as files.
Each student will receive copies to annotate and keep.
During the training, each student will have access to their personal copy of Microsoft Dynamics 365 for Finance and Operations training environment (with standard Contoso demo data) free of charge.
After the training, you could continue to have access to your personal training environment – including your labs. A nominal fee might apply for this optional service.
To ensure the best possible learning environment, a world-class instructor with loads of real-life technical experience in D365 Finance, as well as AX 7 and previous versions of AX is in place, and the number of participants is limited to 10 students.
Food and beverages
Food and beverages are provided during the training hours.
•Light breakfast before the start
•Lunch of high quality and variety
•Water, coffee/tea, soft drinks, fruits through-out the day.
(Actual offerings and variety depending on the actual training location. For special food requirements, please ask well in advance of the class start date)
Any certification exams
Accounts Receivable in Microsoft Dynamics 365 Finance
includes all or part of the topics of below listed Microsoft Courses
|Customer Setup in Microsoft Dynamics|
|Free Text Invoices and Sales Order Invoices in Microsoft Dynamics|
|Customer Payment Receipts in Microsoft Dynamics|
|Centralized Payments in Microsoft Dynamics|
|Prepayments in Microsoft Dynamics|
|Bills of Exchange in Microsoft Dynamics|