Microsoft d365 Finance & Operations Training

Duration8 weeks

Mode of TrainingOnline

LevelAdvanced

Introduction

Microsoft Dynamics 365 for Finance and Operations is a small business management solution that Whole your view of worldwide economic and business operations, automates and streamlines business tactics, and helps you manipulate your corporation and make speedy, informed choices. Finance and Operations assist companies to adapt quickly to changing market needs and force fast commercial enterprise boom.
On this module, you may recognize:
The specific industries which Finance and Operations focus on,
Financial control,
Worker control,
Deliver chain management

This course provides a solid foundation for Financials in Microsoft Dynamics-365 and will enable the student to be successful in more advanced financial courses.

Course Curriculum

General Ledger

Legal Entity creation (Company Creation)
Financial dimensions setup
Organization Hierarchy
Ledger setup
Chart of Accounts
Accounts structure setup
Advanced rule structure setup
Currency and Exchange Rate Setup
Periods and Fiscal Year Setup
Date Intervals
Journal setup

Advanced Setup for GL and transaction Entry

Account Allocations Terms
Accounts for automatic transactions
Balance Control Accounts
General Ledger Parameters
Working with Journals
Enter General Ledger Transactions
General Ledger Transaction Reversal.
Inquiries and Reports Related to the Chart of Accounts
Inquire and View Reports on Daily Journal Transactions

Tax Setup

Sales Tax Setup
VAT
Withholding tax setup

Financial statements

Financial Statement Row Definition
Financial Statement Column Definition
Generation of Financial Statement

Accounts Payable

Payment Schedule
Terms of Payment
Payment Days
Cash Discount
Payment Fee
Methods of Payment
Accounts Payable Posting Profiles
Vendor Groups & Vendors
Enter Transactions Using Invoice Journal & purchase orders
PO Prepayments and settlement of prepayments
Settlement process
Payment journal process
Reversal of transactions
Intercompany orders

Accounts Receivable

Payment Schedule
Terms of Payment
Payment Days
Cash Discount
Payment Fee
Methods of Payment
Accounts Receivable Posting Profiles
Customer Groups & Customers
Enter Transactions Using Invoice Journal & Sales Orders
SO Prepayments and settlement of SO with prepayments
Settlement process
Payment journal process
Reversal of transactions
Intercompany orders

Bank Configuration

Bank Transaction Types
Bank Transaction Groups
Bank Groups
Bank Accounts
Bank Management Parameters
Check Setup
Enter Bank transactions - Checks, Electronic fund transfers etc.,
Bank Reconciliation Statement