Microsoft Dynamics 365 F&O – Finance

CHAPTER 1Module 1: General Ledger
CH1-T1Navigate the General Ledger Workspace
CH1-T2Set up Currencies and Exchange Rates
CH1-T3Enable Exchange Rate Providers
CH1-T4Import Exchange Rates
CH1-T5Set up Periods and Fiscal Years
CH1-T7Create Financial Dimensions
CH1-T8Configure Account Structure
CH1-T9Advanced Rules Structure
CH1-T10Create a Main Account
CH1-T11Create Financial Dimension Sets
CH1-T12Complete Ledger Setup
CH1-T14Review General Ledger Parameters
CH1-T15Discuss Journal Controls
CH1-T16Posting Restrictions
CH1-T18Review Inquiries and Reports
CH1-T19Review the entry process for General Journals
CH1-T20Create Journals Names
CH1-T21Review the entry and posting of General Journals
CH1-T23Review posting multiple journals
CH1-T24Journals with workflow approval
CH1-T31Set up fiscal year end close parameters
CH1-T32Create a new fiscal year
CH1-T33Control transactions in a closing period
CH1-T34Hold or close a period
CHAPTER 2Module 2: Cash and Bank Management
CH2-T1Review Bank Transaction Types
CH2-T2Bank Transaction Groups
CH2-T3Review Bank Parameters
CH2-T4Create Bank Groups
CH2-T5Create a Bank Account
CH2-T6Create a Check Layout
CH2-T7Work with Checks
CHAPTER 3Module 3: Accounts Payable
CH3-T1Set up Payment Schedules
CH3-T2Set up Terms of Payment
CH3-T3Create Cash Discount Codes
CH3-T4Create Payment Fees
CH3-T5Review Accounts Payable Parameters
CH3-T6Set up Vendor Posting Profiles
CH3-T7Create Vendor Groups
CH3-T8Create a Vendor
CH3-T9Review Vendor details applicable to Finance
CH3-T10Create a Vendor Invoice Manually
CH3-T11Create a Vendor Invoice from a Purchase Receipt
CH3-T12Set Invoice Matching Policies
CH3-T13Update Match status on an Invoice
CH3-T15Add Charges to an Invoice at posting
CH3-T16Create an Invoice Journal
CH3-T17Create an Invoice Approval Journal
CH3-T18Review the Invoice Register
CH3-T19Review Voucher Templates
CH3-T20Review Methods of Payment Setup
CH3-T21Create Payment Journals
CHAPTER 4Module 4: Accounts Receivable
CH4-T1Set up Terms of Payment
CH4-T2Create Cash Discount Codes
CH4-T3Review Accounts Receivable Parameters
CH4-T4Set up Customer Posting Profiles
CH4-T5Create Customer Groups
CH4-T6Create a Customer
CH4-T7Review Customer details applicable to Finance
CH4-T8Create Free Text Invoices
CH4-T9Recurring Free Text Invoices
CH4-T10Correct a Free Text Invoice
CH4-T11Create an Invoice against a Sales Order
CHAPTER 5Module 5: Tax
CH5-T1Review ledger posting groups
CH5-T2Create Sales Tax Authorities
CH5-T3Set up Sales Tax Settlement Periods
CH5-T4Create Sales Tax codes
CH5-T5Exemption codes
CH5-T6Create Sales Tax groups
CH5-T7Create Item Sales Tax groups
CH5-T8Review Sales Tax Transactions
CHAPTER 6Module 6: Fixed Assets
CH6-T1Complete fixed asset setup for journal names and parameters
CH6-T2Create fixed asset books
CH6-T3Create fixed asset groups
CH6-T4Set up posting profiles and reason codes
CH6-T5Set up fixed asset calendars
CH6-T6Create assets
CH6-T7Complete fixed asset depreciation setup for depreciation methods
CH6-T8Set up depreciation profiles
CH6-T9Review Lending Assets
CH6-T10Copy Fixed Assets and Changing Fixed Assets Groups
CH6-T11Review Fixed Assets Additions
CH6-T12Review Fixed Assets Inquiries and Reports

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