Microsoft Dynamics 365 Finance for Accountants

Module 1: Microsoft Dynamics 365 Finance Overview

In this module your will learn.

• Orientation​
• Navigation​
• Workspaces​
• Personalising your Dynamics 365​
• Searching and Finding Information​

Module 2: Working with Microsoft Dynamics 365 Finance

In this module your will learn.

• Journals Overview ​
• Creating General Journal Entries​
• The GL Workspace​
• Periodic Journals​
• Approving Journals​
• Attaching Documents to Journals​
• Sales Tax​
• Save as Voucher Template​
• GL Account Enquiry for a specific account and period​

Module 3: How to Perform Work in Microsoft Dynamics 365 Finance

In this module your will learn.

• Create Ledger / Transaction Enquires and Export to Excel​
• Journal through and Excel Template​
• How to do Bridging ​
• How to use one Voucher feature to transfer balances between Vendors and Bank Accounts​
• Create Allocation Journals​
• How to use the default description on the General Journal​
• How to use voucher breakdown function​
• How to use organisation hierarchy to restrict access to legal entities​

Module 4: Accounts Payable​ 

In this module your will learn.

• Working with Vendors​
• Working with Views​
• Invoices and Workspaces​
• Vendor Invoice Journals​
• Three-Way-Matching​
• Vendor Payment Run​
• Invoices for Multiple Purchase Orders (POs)​
• AP Reports​

Module 5: Accounts Receivable​

In this module your will learn.

• Working with Customers​
• Customers and Workspaces​
• Customer Invoicing​
• Credit Notes and Free Text Invoices​
• Working with Customer Statements​
• Payment Receipt Journals​
• Customer Transaction Enquiries​
• AR Reports​

Module 6:  Fixed Assets​

In this module your will learn.

• How to create and maintain Fixed Assets​
• How to maintain Tax and Accounting Books​
• Fixed Asset Transactions​
• How to run and post a Depreciation Proposal​
• How to do Depreciation Adjustments​
• How to post against Tax Layer​
• Dispose or scrap Fixed Assets​
• How Sell Fixed Assets​
• OOTB Reporting​