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Fixed Assets in Microsoft Dynamics 365 Finance

December 11 @ 09:00 - 16:00

|Recurring Event (See all)

One event on September 18, 2020 at 09:00

One event on December 11, 2020 at 09:00

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This 1-day course Fixed Assets in Microsoft Dynamics 365 Finance is for all Finance users, who wants a good understanding of the functionality and configuration. This course focuses on the most common transaction types, as well as the set-up for fixed asset acquisition, depreciation and sales/disposal, as well as transactions, reports, and inquiries.

Typical participant profiles:
The course is for every user with interest and responsibilities within Asset Management, as well as superusers, accountants, controllers, consultants.

Prerequisites
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.

It is an advantage to have participated in our course Finance Daily Microsoft Dynamics 365 Finance or in other ways have obtained equivalent knowledge.

Knowledge about Asset Management and terminology is also an advantage.

Level:

200 (Intermediate)

Master the configuration of all relevant asset management functionality and the most common and assets routines/workflows in Microsoft Dynamics 365 Finance right from the start.

During this Fixed Assets in Microsoft Dynamics 365 Finance course, you will learn about assets, depreciation profiles, value models, and much more.

We will also work with more advanced functionality and tools for daily as well as periodic tasks.

The integration between asset management and General Ledger will also be addressed; examples like how does an asset acquisition from Purchase Order update Fixed Assets module and General Ledger – and when.

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 fixed asset lifecycle: Creation -> acquisition -> depreciation -> sale.
  • Creating a fixed asset, from scratch or by copying
  • Depreciation profiles
  • Working with acquisition using
    • General Journal
    • Vendor Invoice
    • Purchase Order
    • Transfer from stock / current asset
    • Transfer from project
    • more
  • Working with other transaction types
    • Depreciation
    • Adjustments (Write up/down)
    • Disposal/sale
  • Fixed Asset budget
  • Integration to General Ledger and other modules
    • Journal Names (set-up)
    • Voucher Templates
  • Parameters
  • Advanced functionality and tools (overview only)
  • Reports and Queries.

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 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 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 depends 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

Fixed Assets in Microsoft Dynamics 365 Finance

This course includes all or part of the topics of below listed Microsoft Courses

Fixed Assets Setup in Microsoft Dynamics
Fixed Assets Depreciation in Microsoft Dynamics
Fixed Assets Management in Microsoft Dynamics
Fixed Assets Transactions in Microsoft Dynamics