Microsoft Dynamics 365 Finance

Module 1: Overview of Dynamics 365 Finance This module will discuss the core components of Finance and look at the modules involved. Lessons Introduction Lesson 1: Overview of Dynamics 365 Finance Features and capabilities Lesson 2: Core components of Dynamics 365 Finance Lesson 3: Overview of financial management modules in Dynamics 365 Finance Lesson 4: Benefits of Dynamics 365 Finance Module summary Knowledge Check

Module 2: Set up and configure financial management In this module, we will discuss how to create a new legal entity (company) and setup and configure financial management for it. This module includes general ledger. Lessons Introduction Lesson 1: Create and configure new legal entity Lesson 2: Define and configure the chart of accounts Lesson 3: Configure ledgers and currencies Lesson 4: Implement and manage journals Lesson 5: Implement and manage cash and bank Lesson 6: Implement cost accounting and cost management Lesson 7: Perform periodic processes Lesson 8: Configure, collect, and report taxes Module summary Knowledge Check

Module 3: Implement and manage shared configuration for A/P and A/R Dynamics 365 Finance offers extensive functionality for setting up different payment options which are shared between accounts payable and receivable modules. Lessons Introduction Lesson 1: Configure Terms of payment Lesson 2: Configure payment days, and payment schedules Lesson 3: Configure Cash discounts Lesson 4: Configure Payment calendar Lesson 5: Configure Payment fees Module summary Knowledge Check

Module 4: Implement and manage accounts payable This topic explains the basic setup of accounts payable and the vendor setup for efficient management of vendors and vendor transactions in Dynamics 365 Finance. Lessons Introduction Lesson 1: Create and maintain Accounts payable method of payments Lesson 2: Create and maintain Vendor groups and vendors Lesson 3: Create and configure vendor posting profile Lesson 4: Configure invoice validation policies Lesson 5: Process orders, invoices, and payments Lesson 6: Enable and test vendor collaboration portal for a vendor Lesson 7: Configure accounts payable charges Lesson 8: Configure and use Positive pay Module summary Knowledge Check

Module 5: Implement and manage expense management You can use the Dynamics 365 Finance and Operations apps expense management to create an integrated workflow where you can store payment method information, import credit card transactions, and track the money that employees spend when they incur expenses for your business. You can also define expense policies and automate the reimbursement of travel expenses. Expense report entry has been redesigned to simplify the experience and decrease the time that is required to complete expense reports. You can turn on this functionality in Feature management. You can add a new setup page to configure the visibility of expense fields, and specify what data is required, optional, or not available when expense reports are entered. When this functionality is turned on, a new expense workspace is available. This workspace replaces the previous expense workspace and is the landing page for the improved entry experience. Travel and expense management has a strong value proposition for organizations with discretionary spending. Travel and entertainment expenses are a significant part of a company's controllable expense. To help curb these costs, expense management provides a mechanism to define and apply expense policies, in addition to flagging and reporting on abusers of the policies. Additionally, automating the entry and reimbursement of travel and entertainment expenses reduces processing costs versus manual entry. Expense management has tight integration with other modules such as Accounts payable, General ledger, Procurement, and sourcing and Project management and accounting. Lessons Introduction Lesson 1: Configure and use expense management Module summary Knowledge Check

Module 6: Implement and manage accounts receivable and credit and collections You need to configure the Accounts receivable module to be able to perform A/R functionality. You could then create customer invoices, post packing slips, use free text invoices that are not related to sales orders, and receive payments by using several different payment types such as cash, checks, credit cards, and electronic payments from your customers. Managing prospects and customers properly helps businesses to fulfil some of their requirements, such as customers’ satisfaction. At the same time, proper management avoids loss by checking many factors such as the credit limit and blocking the order being processed if it violates the policies of the company. Salespersons are the key for company’s revenue, and their commissions should be taken care of upon completion of the sales cycle. Lessons Introduction Lesson 1: Configure Method of Payment Lesson 2: Create and maintain Customer groups and customers Lesson 3: Create and configure customer posting profile Lesson 4: Process orders, invoices, and payments Lesson 5: Configure Accounts receivable charges Lesson 6: Manage credit and collections Lesson 7: Configure revenue recognition Module summary Knowledge Check

Module 7: Configure and manage budgeting Every organization, whether it is private or public, sets financial and operational goals by creating budgets. When the budget is established, management monitors the activities within the budget framework. Lessons Introduction Lesson 1: Configure and use basic budgeting Lesson 2: Configure and use budget controls Lesson 3: Create and configure registry entries Lesson 4: Configure and use budget planning Module summary Knowledge Check

Module 8: Configure and manage fixed assets The way in which fixed assets are handled must correspond to both international accounting standards and the accounting legislation in each country/region. Requirements might include rules for recording acquisition and disposal transactions, depreciation, lifetimes, and write-ups and write- downs of fixed assets. The Fixed assets functionality incorporates many of these standards and rules. Lessons Introduction Lesson 1: Configure Fixed assets components Lesson 2: Manage Fixed assets Lesson 3: Fixed asset acquisition, depreciation and disposal Lesson 4: Fixed asset integration Module summary Knowledge Check

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