1 - Module 1: Overview of Dynamics 365 Finance
Overview of Dynamics 365 Finance Features and capabilitiesCore components of Dynamics 365 FinanceOverview of financial management modules in Dynamics 365 FinanceBenefits of Dynamics 365 Finance
2 - Module 2: Set up and configure financial management
Create and configure new legal entityDefine and configure the chart of accountsConfigure ledgers and currenciesImplement and manage journalsImplement and manage cash and bankImplement cost accounting and cost managementPerform periodic processesConfigure, collect, and report taxes
3 - Module 3: Implement and manage shared configuration for A/P and A/R
Configure Terms of paymentConfigure payment days, and payment schedulesConfigure Cash discountsConfigure Payment calendarConfigure Payment fees
4 - Module 4: Implement and manage accounts payable
Create and maintain Accounts payable method of paymentsCreate and maintain Vendor groups and vendorsCreate and configure vendor posting profileConfigure invoice validation policiesProcess orders, invoices, and paymentsEnable and test vendor collaboration portal for a vendorConfigure accounts payable chargesConfigure and use Positive pay
5 - Module 5: Implement and manage expense management
Configure and use expense management
6 - Module 6: Implement and manage accounts receivable and credit and collections
Configure Method of PaymentCreate and maintain Customer groups and customersCreate and configure customer posting profileProcess orders, invoices, and paymentsConfigure Accounts receivable chargesManage credit and collectionsConfigure revenue recognition
7 - Module 7: Configure and manage budgeting
Configure and use basic budgetingConfigure and use budget controlsCreate and configure registry entriesConfigure and use budget planning
8 - Module 8: Configure and manage fixed assets
Configure Fixed assets componentsManage Fixed assetsFixed asset acquisition, depreciation and disposalFixed asset integration
Actual course outline may vary depending on offering center. Contact your sales representative for more information.
Who is it For?
A Dynamics 365 Finance Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.
Basic accounting skillsCore competencies in Dynamics 365 Core