Microsoft Dynamics 365 Finance Masterclass | Financial Management, AP, AR, Budgeting & Fixed Assets
Master Microsoft Dynamics 365 Finance through 13+ hours of comprehensive financial management training covering General Ledger, financial dimensions, journals, Cash and Bank Management, Accounts Receivable, Collections, Accounts Payable, Tax, Fixed Assets, Budgeting and Budget Control, Consolidations and Eliminations, Foreign Currency Revaluation, Ledger Allocations, Period Close, and Fiscal Year-End Close. Built for functional consultants, finance professionals, implementation teams, and learners who want broad, practical Dynamics 365 Finance knowledge in one course.
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Sneak peek inside!
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Course Length: 13 Hours 09 Minutes 32 Seconds
The paid version of this course contains videos on the following topics:
Overview
This comprehensive masterclass provides practical training across the major financial-management areas of Microsoft Dynamics 365 Finance. You’ll learn how to configure and process General Ledger, Cash and Bank Management, Accounts Receivable, Collections, Accounts Payable, Tax, Fixed Assets, Budgeting, Budget Control, Consolidations, Foreign Currency Revaluation, Ledger Allocations, Period Close, and Fiscal Year-End processes.
The course combines financial configuration with transaction processing, controls, periodic activities, and closing procedures to provide a broad understanding of how Dynamics 365 Finance supports enterprise financial operations.
What You Will Learn
- Configure General Ledger in Microsoft Dynamics 365 Finance
- Configure currencies and exchange rates
- Create and configure the Chart of Accounts and Main Accounts
- Configure Fiscal Calendars, Fiscal Years, and Ledger Calendars
- Create Financial Dimensions and Financial Dimension Sets
- Configure Account Structures
- Configure the Ledger for a Legal Entity
- Configure Journals
- Configure General Ledger Parameters
- Configure Automatic Transaction Accounts
- Configure Intercompany Accounting
- Configure Cash and Bank Management
- Configure Bank Transaction Types and Transaction Groups
- Create Bank Groups and Bank Accounts
- Configure Cash and Bank Management Parameters
- Configure Check Layouts
- Configure Accounts Receivable
- Configure Customer Posting Profiles
- Configure Customer Payment Information
- Create and Maintain Customers
- Configure Accounts Receivable Parameters
- Understand Centralized Customer Payments
- Configure Collection Letters
- Configure and Calculate Interest
- Configure Customer Pools and Aging Period Definitions
- Configure Accounts Payable
- Configure Vendor Posting Profiles
- Configure Vendor Payment Information
- Understand Vendor Invoice Matching
- Create and Maintain Vendors
- Configure Accounts Payable Parameters
- Understand Centralized Vendor Payments
- Configure Tax Processing
- Configure Ledger Posting Groups for Tax
- Create Sales Tax Codes
- Configure Sales Tax Groups and Item Sales Tax Groups
- Configure Sales Tax Authorities
- Understand Withholding Tax Concepts
- Configure Fixed Assets
- Understand Depreciation Methods and Conventions
- Configure Depreciation Profiles and Books
- Configure Fixed Asset Parameters
- Create Fixed Assets
- Configure Fixed Asset Barcodes
- Create and Post General Journals
- Create Voucher Templates
- Process Periodic Journals
- Process Period Allocations
- Create and Process Accrual Schemes
- Reverse Transactions and Create Reversing Entries
- Create and Post Intercompany Journal Entries
- Create, Delete, Void, and Reverse Checks and Payments
- Create and Cancel Deposit Slips
- Reconcile Bank Accounts
- Create Free-Text Invoices
- Process Customer Prepayments
- Create Customer Payment Journals
- Reverse Customer Settlements
- Process Customer Reimbursements
- Review Customer Aging and Statements
- Create Customer Write-Off Transactions
- Manage Collection Cases and Activities
- Create and Process Vendor Invoice Journals
- Manage Vendor Invoices
- Perform Vendor Invoice Matching
- Process Vendor Prepayments
- Create Vendor Payment Proposals
- Process Vendor Payment Journals
- Process Sales Tax Transactions
- Review Sales Tax Before Posting
- Process Fixed Asset Acquisitions
- Process Fixed Asset Depreciation
- Process Fixed Asset Disposals
- Process Fixed Asset Value Adjustments
- Acquire Fixed Assets through Purchase Orders
- Understand Basic Budgeting Concepts
- Configure Budget Parameters
- Configure Budget Control
- Configure Budget Groups and Budget Control Rules
- Use Budget Control with Source Documents and Journals
- Create and Process Budget Plans
- Modify Budget Plans in Excel
- Create and Process Budget Register Entries
- Transfer Budget Balances
- Configure Budget Allocations
- Configure Consolidations and Eliminations
- Configure Consolidation Companies and Groups
- Configure Elimination Rules
- Perform Consolidations and Eliminations
- Configure and Perform Foreign Currency Revaluation
- Configure Ledger Allocation Rules and Allocation Bases
- Process Ledger Allocation Requests
- Configure Allocation Terms for Main Accounts
- Configure and Use the Period Close Workspace
- Create Period Close Templates
- Configure and Run Fiscal Year-End Close
- Understand Closing Sheet Processing
Who Should Take This Course
- Dynamics 365 Finance Functional Consultants
- Finance Managers and Controllers
- Accountants and Finance Professionals
- Accounts Payable and Accounts Receivable Professionals
- Budgeting and Planning Professionals
- Fixed Asset Professionals
- Business Analysts
- Implementation Consultants
- Solution Architects
- Dynamics 365 Finance Support Professionals
- Learners seeking broad preparation across Dynamics 365 Finance functional areas
Outcome
By the end of this course, you’ll have a broad practical understanding of Microsoft Dynamics 365 Finance configuration, transactions, controls, budgeting, Fixed Assets, consolidations, foreign currency revaluation, allocations, period close, and fiscal year-end processing across major enterprise financial-management areas.
