Module 1: Configure and use the general ledger in Dynamics 365 Finance
- Get started with Dynamics 365 Finance
- Configure currencies in Dynamics 365 Finance
- Create fiscal calendars, years, and periods in Dynamics 365 Finance
- Get started with chart of accounts in Dynamics 365 Finance
- Set up chart of accounts in Dynamics 365 Finance
- Set up financial dimensions in Dynamics 365 Finance
- Set up ledgers and journals in Dynamics 365 Finance
- Perform general ledger daily procedures in Dynamics 365 Finance
- Intercompany accounting in Dynamics 365 Finance
- Configure ledger allocations and accruals in Dynamics 365 Finance
- Configure and perform periodic processes in Dynamics 365 Finance
Module 2: Work with analytics and reporting in finance and operations apps
- Different types of reports and inquiries in finance and operations apps
- Financial reporting
- Configuring finance and operations apps for Microsoft Power Platform
- Generating and consuming inquiries and reports
Module 3: Configure cash and bank management in Dynamics 365 Finance
- Create and configure banks.
- Create and configure bank layouts.
- Configure cash and bank management parameters.
- Set up vendor and customer banks.
- Configure cash flow forecasts and reports.
- Use process automation to schedule updates for cash flow forecasts.
- Summarize vendor and customer payments in bank transactions.
Module 4: Configure taxes in Dynamics 365 Finance
- Learn about regional tax reporting capabilities.
- Configure tax components.
Module 5: Get started with cost accounting in Dynamics 365 Finance
- The Cost control workspace.
- Cost objects.
- How to create a cost accounting report by using the Cost accounting Get started wizard.
- How to set up cost accounting.
Module 6: Get started with inventory management in Dynamics 365 Supply Chain Management
- Inventory management process
- How to configure inventory dimensions, storage dimensions, and tracking dimensions
- How to set up sites and warehouses
- Inventory policies and how to set up the policies
- How to configure item groups and item model groups
- How to allocate batch and serial numbers
- Consignment inventory
Module 7: Set up and work with inventory control in Dynamics 365 Supply Chain Management
- Costing methods
- Inventory closing and adjustments
- How to archive inventory transactions
Module 8: Use inventory reports in Dynamics 365 Supply Chain Management
- Understand ABC classification.
- Use the Physical inventory by inventory dimension report.
- Use the Inventory value reports, and Inventory on-hand report storage.
- Use the Inventory on-hand mobile workspace.
Module 9: Work with the costing sheet in Dynamics 365 Supply Chain Management
- Configure the costing sheet.
- Perform BOM calculation and analyze costs by using the costing sheet.
Module 10: Work with accounts receivable in Dynamics 365 Finance
- Set up accounts receivable in Dynamics 365 Finance.
- Perform accounts receivable daily procedures in Dynamics 365 Finance
- Set up credit and collections in Dynamics 365 Finance
- Process credit and collections in Dynamics 365 Finance
Module 11: Work with accounts payable in Dynamics 365 Finance
- Configure Accounts payable in Dynamics 365 Finance
- Perform Accounts payable daily procedures in Dynamics 365 Finance
- Work with accounting distributions, invoice validations and settlements in Dynamics 365 Finance
- Set up and use Intelligent OCR for vendor invoices in Dynamics 365 Finance
Module 12: Work with Expense management in Dynamics 365 Project Operations
- Get started with Expense management in Dynamics 365 Project Operations
- Set up and configure Expense management in Dynamics 365 Project Operations
- Create and process expense reports in Dynamics 365 Project Operations
- Work with travel requisitions in Dynamics 365 Project Operations
Module 13: Configure and use budgeting in Dynamics 365 Finance
- Set up and use basic budgeting Dynamics 365 Finance
- Set up and use budget control in Dynamics 365 Finance
- Configure and use budget planning in Dynamics 365 Finance
Module 14: Configure fixed assets management in Dynamics 365 Finance
- Configure fixed assets components.
- Configure fixed assets parameters.
- Enable fixed assets integration with purchasing.
- Create fixed assets.
Module 15: Set up and acquire fixed assets in Dynamics 365 Finance
- Set up and create fixed assets.
- Set up and record acquisitions.
- Acquire assets through procurement.
- Estimate and eliminate a project to a fixed asset.
- Create a fixed asset by using manual and automatic methods.