Finance Training
What you'll learn
- Currency
- Journal Setups
- Budgeting and Forecasting
- Item Groups
Course content
4 modules
Currency
- Currency & Exchange Rate Setup
- Periods, Fiscal Year & Date Intervals
- Financial Dimensions & Dimension Sets
- Chart of Accounts & Main Accounts
- Account Structures & Ledger Setup
- Payment Terms & Methods (AP/AR)
- Vendor & Customer Master Data
- Accounts Payable Process
- Accounts Receivable Process
- Journal Entries & Voucher Templates
- Dual Currency & One Voucher Functionality
Journal Setups
- Journal Setup & Controls
- General Ledger Parameters & Transactions
- Voucher Templates & Periodic Journals
- Journal Reversals & Ledger Posting Groups
- Sales Tax Configuration (Authorities, Codes, Groups)
- Bank & Cash Management Setup
- Check Processing & Reversals
- Bank Reconciliation Process
- Master Data Setup (Address, Country, Legal Entity)
- Number Sequences & Fiscal Calendar
- Chart of Accounts & Accounting Structures
- Vendor & Customer Master Data
- Accounts Payable / Receivable Parameters
- Journal Types
Budgeting and Forecasting
- Creating and managing budgets
- Budget control setup
- Forecasting in Dynamics 365 Finance
- Using budget plans and workflows
- Budget control and alerts
Item Groups
Item Groups
Item model groups
Inventory closing and adjustment
Purchase order to Invoice
Sales order invoice
Released product
Purchase price
Sales price
Inventory price
Cost price
Purchase order workflow
Trainers
Has 14 years of technical hand-on experience with products like Dynamics AX 2009, AX 2012 & Dynamics 365 for Operations, Power BI, Power Apps and Power Automate.
As a Microsoft Certified Trainer (MCT), he translates his industry real time customization experience into well design real-time scenario-based training content which involves Coding, Extensions, Reporting and Integrations. Has experience in handling more than 100+ individual batches and 25+ corporate batches.
Prerequisites
Dynamics 365 Finance and Operations
Who this course is for:
D365 Finance and Operations Technical / Functional Consultants
This course includes
Certificate of completion
