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Financial Reporting in Microsoft Dynamics 365 for Finance and Operations

March 25 @ 10:00 - March 26 @ 17:00

|Recurring Event (See all)

One event on August 21, 2017 at 10:00

One event on November 6, 2017 at 10:00

One event on February 5, 2018 at 10:00

One event on May 7, 2018 at 10:00

One event on August 27, 2018 at 10:00

One event on November 5, 2018 at 10:00

One event on January 21, 2019 at 10:00

One event on March 25, 2019 at 10:00

One event on June 24, 2019 at 10:00

One event on October 21, 2019 at 10:00

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(Last Updated On: March 16, 2016)

This class is for people new or fairly new to Financial Reporting for Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition. (Note: Financial Reporting is the new name for Management Reporter).

Typical profiles: Daily financial users, super users, administrators, consultants.

Prerequisites: A basic financial reporting understanding and preferably experience in Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition or another Dynamics ERP system (AX, NAV, GP).

Level 100-200 (Beginner-Intermediate)

For more advanced topics in Financial Reporting for Microsoft Dynamics, please check our advanced courses covering XBRL, elimination, consolidation and more advanced reports than covered in this 2-day “Foundation” course.

This hands-on focused training class will provide participants with skills to build and administer their own financial statements in Financial Reporting for Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition

Course outline

Introduction

Your first report – in 1 minute!

Overview

  • Features
  • Components
  • Information Flow

Administration
Building blocks and reports
Row definitions
Column definitions
Reporting tree definitions
Report definitions
Formatting options for reports
Advanced formatting options
Generate reports
Organize reports
Use additional file types with Financial Reporting for Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition
Scheduling

Not covered
Installation
Security
(We have another class coming for these topics)

Price for this course includes training manuals, training environment, food and beverages during the training.

Training manuals
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.

Training environment
During the training, each student will have access to their personal copy of Microsoft Dynamics 365 for Finance and Operations, Enterprise edition 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 D365FOE, D365O, 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 start
•Morning break
•Lunch of high quality and variety
•Afternoon break
•Water, coffee/tea, soft drinks, fruits through-out the day.

(Actual offerings and variety depend on the actual training location. For special food requirements, please ask well in advance of the class start date)

Not included
Travel
Accommodation
Any certification exams

 

The class November 6-7 is confirmed to run!

This training is delivered in English.

The class will be confirmed as running at least 2 weeks before the start date. Please do not book any travel, until the class is confirmed as running. Due to unforeseen circumstances, low student number etc. we might be forced to move the class to another date.