Microsoft Dynamics 365 Finance

Configure and use the general ledger in Dynamics 365 Finance - Benefits of Dynamics 365 Finance - Overview - General ledger - Cash and bank management - Tax - Accounts payable - Accounts receivable - Credit and collections - Budgeting - Fixed assets - Cost accounting - Electronic invoicing Work with analytics and reporting in finance and operations apps - Understand different types of reports and inquiries - Financial reporting - Find inquiries and reports - Generate and consume inquiries and reports - Configure finance and operations apps for Microsoft Power Platform Configure cash and bank management in Dynamics 365 Finance - Understand bank transaction types and groups - Set up cash and bank management parameters - Set up the Single Euro Payments Area (SEPA) direct debit mandate - Set up International Bank Account Number (IBAN) structure - Configure banks and bank check layout - Set up bank accounts for customers - Set up bank accounts for vendors - Deposits and refunds - Understand cash flow forecast and reports - Configure cash flow forecasting - Set up cash flow automation - Summarize vendor and customer payments in bank transactions Set up taxes in Dynamics 365 Finance - Configure ledger posting groups - Configure sales tax authorities - Configure sales tax settlement periods - Create sales tax codes - Configure sales tax groups and item sales tax groups Work with taxes in Dynamics 365 Finance - Withholding tax - Sales tax exemption - Conditional sales tax - Sales tax on transactions - Set up sales tax reporting codes - Prepare periodic filing Get started with cost accounting in Dynamics 365 Finance - Configure the Cost control workspace - Cost objects - Work with the Cost accounting Get started wizard - Set up cost accounting - Set up work in progress costing Get started with inventory management in Dynamics 365 Supply Chain Management - Inventory management overview - Configure inventory dimensions - Configure storage dimensions - Configure tracking dimensions - Configure serial and batch numbers - Configure sites - Configure warehouses - Configure inventory policies - Set up item groups and item model groups - Allocate batch and serial numbers - Work with consignment inventory Set up and work with inventory control in Dynamics 365 Supply Chain Management - Inventory cost methodologies - Inventory closing and adjustment - Archive inventory transactions Use inventory reports in Dynamics 365 Supply Chain Management - ABC inventory classification - Physical inventory by inventory dimension report - Inventory value report - Inventory on-hand report storage - Inventory on-hand mobile workspace Work with the costing sheet in Dynamics 365 Supply Chain Management - Costing versions - Cost groups - Calculation groups - Costing sheets - BOM calculations - BOM Measurements - BOM Reports Work with accounts receivable in Dynamics 365 Finance - Payment schedule - Terms of payment and payment days - Cash discounts - Payment fees - Set up the credit card payment service - Methods of payment and payment control - Set up a payment calendar and payment calendar rules - Create and maintain customers - Set up customer posting profiles - Configure accounts receivable charges Work with accounts payable in Dynamics 365 Finance - Process purchase order invoices in Dynamics 365 Finance - Work with 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 Get started with cost accounting in Dynamics 365 Finance - Configure the Cost control workspace - Cost objects - Work with the Cost accounting Get started wizard - Set up cost accounting - Set up work in progress costing Get started with inventory management in Dynamics 365 Supply Chain Management - Inventory management overview - Configure inventory dimensions - Configure storage dimensions - Configure tracking dimensions - Configure serial and batch numbers - Configure sites - Configure warehouses - Configure inventory policies - Set up item groups and item model groups - Allocate batch and serial numbers - Work with consignment inventory Set up and work with inventory control in Dynamics 365 Supply Chain Management - Inventory cost methodologies - Inventory closing and adjustment - Archive inventory transactions Use inventory reports in Dynamics 365 Supply Chain Management - ABC inventory classification - Physical inventory by inventory dimension report - Inventory value report - Inventory on-hand report storage - Inventory on-hand mobile workspace Work with the costing sheet in Dynamics 365 Supply Chain Management - Costing versions - Cost groups - Calculation groups - Costing sheets - BOM calculations - BOM Measurements - BOM Reports 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 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 Configure and use budgeting in Dynamics 365 Finance Set up and use basic budgeting Dynamics 365 Finance Set up and use budged control in Dynamics 365 Finance Configure and use budget planning in Dynamics 365 Finance Configure fixed assets management in Dynamics 365 Finance - Fixed assets and current assets - Accounting for fixed assets - Relationships between fixed assets components - Configure fixed assets components - Derived books - Enable fixed asset integration - Fixed asset transaction options - Demonstration - Create a fixed asset Set up and acquire fixed assets in Dynamics 365 Finance - Life cycle of a fixed asset - Fixed asset management workspace - Fixed assets page - Set up fixed assets - Create a fixed asset - Activate a stock item - Set up acquisitions - Proposals - Acquire assets through procurement - Estimate and eliminate a project to a fixed asset - Manual and automatic methods to create fixed assets Manage fixed assets in Dynamics 365 Finance - Asset budgeting - Transfer a fixed asset - Set up fixed asset groups - Split a fixed asset - Update fixed asset information - Recalculate replacement costs and insured values for fixed asset groups - Fixed assets roll forward report Work with taxes in Dynamics 365 Finance - Withholding tax - Sales tax exemption - Conditional sales tax - Sales tax on transactions - Set up sales tax reporting codes - Prepare periodic filing