81112 Dynamics 365 Business Edition for Financial - Supply Chain
Dynamics 365 for Financials
Dynamics 365 for Financials is the solution to make better decisions, connect your business and grow your company.
This course has two parts: Setup and Configuration, Working with Financials.
Chapter 1: Dynamics 365 for Financials - Setup and Configuration
Module 01: Learn how to set-up and customize a financial solution for small and medium-sized businesses
Getting Started:
- Introduction to Working With Financials
- Getting Ready for Doing Business
- Importing Business Data from Other Finance Systems
- Getting Financials on Your Mobile Device
- Changing Basic Settings
- Change the Role Center
- Customizing Your Financials Experience
- Specifying Printer Selection for Reports
- Videos on Common Tasks
Module 02: Setting Up Financials and Financial management Setup payment terms, number series, customer / vendor / item templates, chart of accounts, general ledger setup, and posting groups.
- Manage financial tasks for your business
- Setup Finance features
- Choosing Payment Methods
- Open a New Fiscal Year
- Adjust Currency Exchange Rates
- Associate Dimensions
- Defining the Chart of Accounts
- Cash Flow Analysis
CHAPTER 2 – GENERAL LEDGER, CASH MANAGEMENT, AND BANKING IN FINANCIALS
Module 03: GETTING STARTED The Dynamics 365 Role-based User Interface
System Requirements
- Browsers
- Mobile Devices
- Outlook
Module 04: COMPANY SETUP IN DYNAMICS 365 FOR FINANCIALS The Assisted Setup Menu
- Migrate Business Data
- Entering Initial Data
- Importing Data from QuickBooks
Module 05: GENERAL LEDGER
- Architecture
- Accounting Periods
- Documents
- General Ledger Cards
- Dimensions
- Journals and General Ledger Transactions
- Account Schedules
- Allocations in Journal Entries
Module 06: CASH MANAGEMENT AND BANKING
- Establishing Bank Accounts
- Electronic Banking Features
- Configuring and Using Bank Feeds
- Electronic Payments and Positive Pay
- Bank Reconciliation
- Fill Bank Reconciliation Lines by Importing a Bank Statement
- Fill Bank Reconciliation Lines with the Suggest Lines Function
- Match Bank Statement Lines Automatically with Bank Account Ledger Entries
- Match Statement Lines Manually with Bank Account Ledger Entries
- Create Missing Ledger Entries with Which to Match Bank Transactions
CHAPTER 3 – KEY BUSINESS FUNCTIONS IN FINANCIALS AND MANAGING THE SALES PROCESS
Configure the rules and values that define your company sales policies, register new customers, and set up how you manage sales and communicate with customers.
Module 07: TRANSACTION CYCLES
- QUOTE TO CASH
- Customer Management and CRM
- Relationship Management
- Sales and Invoicing
- Quotes and Sales Orders
- Master Data
- Invoicing
- Accounts Receivable
- Receiving Customer Payments
Module 08: PURCHASE TO PAY
- Vendor Management
- Purchase Order Management
- Creating a Basic Purchase Order
- Creating a Purchase Invoice from a Sales Invoice
- Paying Vendors
- Suggest Vendor Payments
- Issuing Checks
- Voiding Checks