Module 1: Overview of Dynamics 365 Finance
- 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 2: Set up and configure financial management
- 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 3: Implement and manage shared configuration for A/P and A/R
- 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 4: Implement and manage accounts payable
- 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 5: Implement and manage expense management
- Lesson 1: Configure and use expense management
Module 6: Implement and manage accounts receivable and credit and collections
- 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 7: Configure and manage budgeting
- 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 8: Configure and manage fixed assets
- Lesson 1: Configure Fixed assets components
- Lesson 2: Manage Fixed assets
- Lesson 3: Fixed asset acquisition, depreciation and disposal
- Lesson 4: Fixed asset integration