Microsoft Dynamics 365 Finance Training

This course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality
Course Details


4 days


  • Basic accounting skills
  • Core competencies in Dynamics 365 Core

Skills Gained

  • Understand and perform financial duties in Dynamics 365 Finance
Course Outline
  • Overview of Dynamics 365 Finance
    • Overview of Dynamics 365 Finance Features and capabilities
    • Core components of Dynamics 365 Finance
    • Overview of financial management modules in Dynamics 365 Finance
    • Benefits of Dynamics 365 Finance
  • Set up and configure financial management
    • Create and configure a new legal entity
    • Define and configure the chart of accounts
    • Configure ledgers and currencies
    • Implement and manage journals
    • Implement and manage cash and bank
    • Implement cost accounting and cost management
    • Perform periodic processes
    • Configure, collect, and report taxes
  • Implement and manage shared configuration for A/P and A/R
    • Configure Terms of payment
    • Configure payment days, and payment schedules
    • Configure Cash discounts
    • Configure Payment calendar
    • Configure Payment fees
  • Implement and manage accounts payable
    • Create and maintain Accounts payable method of payments
    • Create and maintain Vendor groups and vendors
    • Create and configure vendor posting profile
    • Configure invoice validation policies
    • Process orders, invoices, and payments
    • Enable and test vendor collaboration portal for a vendor
    • Configure accounts payable charges
    • Configure and use Positive pay
  • Implement and manage expense management
    • Configure and use expense management
  • Implement and manage accounts receivable and credit and collections
    • Configure Method of Payment
    • Create and maintain Customer groups and customers
    • Create and configure customer posting profile
    • Process orders, invoices, and payments
    • Configure Accounts receivable charges
    • Manage credit and collections
    • Configure revenue recognition
  • Configure and manage budgeting
    • Configure and use basic budgeting
    • Configure and use budget controls
    • Create and configure registry entries
    • Configure and use budget planning
  • Configure and manage fixed assets
    • Configure Fixed assets components
    • Manage Fixed assets
    • Fixed asset acquisition, depreciation and disposal
    • Fixed asset integration