What you’ll learn
After completing this course, students will be able to:
Set up and configure financial management
Implement accounts receivable, credit, collections, and revenue recognition
Implement and manage accounts payable and expenses
Manage budgeting
Manage fixed assets
Microsoft Dynamics 365 at Lumify Work
Lumify Work has been delivering effective training across all Microsoft products for over 30 years. We are proud to be both Australia's and New Zealand’s first Microsoft Gold Learning Solutions Partner and the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers (MCTs) in ANZ. All Lumify Work Microsoft Dynamics 365 courses follow Microsoft Official Curriculum (MOC) and are led by MCTs.
Who is the course for?
A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application, and service integrations.
Course subjects
Get started with chart of accounts in Dynamics 365 Finance
Set up chart of accounts in Dynamics 365 Finance
Set up financial dimensions in Dynamics 365 Finance
Set up ledgers and journals in Dynamics 365 Finance
Perform general ledger daily procedures in Dynamics 365 Finance
Intercompany accounting in Dynamics 365 Finance
Configure ledger allocations and accruals in Dynamics 365 Finance
Configure and perform periodic processes in Dynamics 365 Finance
Work with analytics and reporting in finance and operations apps
Configure cash and bank management in Dynamics 365 Finance
Configure taxes in Dynamics 365 Finance
Get started with cost accounting in Dynamics 365 Finance
Configure and work with inventory management in Dynamics 365 Supply Chain Management
Use inventory reports in Dynamics 365 Supply Chain Management
Work with the costing sheet in Dynamics 365 Supply Chain Management
Set up accounts receivable in Dynamics 365 Finance
Perform accounts receivable daily procedures in Dynamics 365 Finance
Set up credit and collections in Dynamics 365 Finance
Process credit and collections in Dynamics 365 Finance
Configure Accounts payable in Dynamics 365 Finance
Perform Accounts payable daily procedures in Dynamics 365 Finance
Work with accounting distributions, invoice validations and settlements in Dynamics 365 Finance
Get started with Expense management in Dynamics 365 Project Operations
Set up and configure Expense management in Dynamics 365 Project Operations
Create and process expense reports in Dynamics 365 Project Operations
Work with travel requisitions in Dynamics 365 Project Operations
Set up and use basic budgeting Dynamics 365 Finance
Set up and use budget control in Dynamics 365 Finance
Configure and use budget planning in Dynamics 365 Finance
Configure fixed assets management in Dynamics 365 Finance
Set up and acquire fixed assets in Dynamics 365 Finance
Prerequisites
Basic understanding of finance and accounting processes
Ability to use Finance for basic processing
General knowledge of basic navigation within Finance
Knowledge of how Dynamics 365 apps are used
Basic understanding of cloud concepts, and Microsoft Power Platform
Terms & Conditions
The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.