Education for Microsoft Dynamics 365

Core Functional and Financials Training for Finance and Operations

Core Functional and Financials Training for Finance and Operations

Duration: 3 Days
This instructor-led course provides a key step for Microsoft Dynamics 365 for Finance and Operations application administrators and power users who are beginning or advancing their knowledge of core Functional and Financial areas within Finance and Operations. In this course, you will gain an understanding of the basic setup, features, and core out-of-the-box capabilities of several primary modules within Finance and Operations. Learn these concepts through lecture, system demonstrations, and hands-on-labs.

Participants:
This course is designed to support individuals who will be administrating or supporting Microsoft Dynamics 365 for Finance and Operations. It provides attendees who have limited or no exposure to Finance and Operations a broad understanding of the solution, as well as a focus on the core Financial and Functional areas. Those who are migrating from a previous version of Microsoft Dynamics AX, ERP, or database solution will find value in learning new features and functionality of the most recent release. This course is not recommended for end users.

Recommended Prerequisites:
Prerequisites are recommendations, and while not required, they are highly advised to ensure a successful learning experience:

  • General knowledge and understanding of basic accounting and financial processes is helpful
  • Exposure to Microsoft Dynamics 365 for Finance and Operations is helpful, but not necessary
Topics Covered

Gain an understanding of an ERP system

Basic setup, features, and functionality within functional and financial modules

Reporting landscape, including generation of basic SSRS reports, financial reports, and Power BI

Basic concepts of the General Ledger module, including Chart of accounts, Financial dimensions, and Journals

Basic concepts and processes within Accounts Payable and Receivable

Upcoming Core Functional and Financials Training for Finance and Operations Events
August 13, 2019

Front of House positions need to understand Finance and Operations. Teach your AP, AR, and other user to utilize the system effectively in this instructor-led training.

December 3, 2019

Front of House positions need to understand Finance and Operations. Teach your AP, AR, and other user to utilize the system effectively in this instructor-led training.