Microsoft Dynamics 365 Finance for Customer Service

Module 1: Introduction to Microsoft Dynamics 365 Finance

In this module your will learn.

•         An Introduction to Microsoft Dynamics 365​ Finance
•         How to Sign In​ to the Application
•         How to use the Home Page Navigation​
•         Notifications and Alerts​
•         How to use the Module Navigation​
•         How to use the Top Right Navigation​

Module 2: Working with Customer Records

In this module your will learn.

•         How to work in the Customer Modules and Workspaces
•         How to find Customer Information Quickly
•         How to check Customer Invoices and Status
•         How to create View of Customer InformationInteracting with Customer Service Workflows

Module 3: Working in the Accounts Receivable Module

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 4: Managing Sales Orders

In this module your will learn.

•    Managing Sales Orders​
•    Cancelling and Maintaining Sales Orders​
•    Check Stock on Hand​
•    Checking Customer Information​
•    Managing Return Orders​

Module 5: Customer Reporting

In this module your will learn.

•         Searching for Customer Information​    
•         Running Customer Reports​
•         Customer Transaction Inquires Export to Excel
•         Export Customer Information to Excel​