Learn how to configure and create fixed assets to comply with international accounting standards.
In this module, you will learn how to:
- Configure fixed assets components.
- Configure fixed assets parameters.
- Enable fixed assets integration with purchasing.
- Create fixed assets.
Discover how to efficiently manage fixed assets in Dynamics 365 Finance with step-by-step instructions for setup, acquisition, and recording.
This module explains the following concepts:
- Set up and create fixed assets.
- Set up and record acquisitions.
- Acquire assets through procurement.
- Estimate and eliminate a project to a fixed asset.
- Create a fixed asset by using manual and automatic methods.
Discover how to set up asset budgeting and transfer fixed assets in Dynamics 365 Finance.
This module explains the following concepts:
- Set up asset budgeting.
- Transfer a fixed asset.
- Set up a fixed asset group.
- Update fixed asset information.
- Review fixed asset rollover reports.
Learn how to manage fixed assets by tracking depreciation, disposal, and valuation for financial transparency in Dynamics 365 Finance.
This module explains the following concepts:
- Components of lending and disposing fixed assets
- Transaction types for posting depreciations
- How to sell a fixed asset by using free text invoice
- How to dispose of a fixed asset as scrap
Learn how to set up Asset leasing features in Dynamics 365 Finance and get started with the functionality.
In this module, you will:
- Learn about the Asset leasing capability.
- Create an asset lease and view information for those leases.
- Associate fixed assets with leases.
Explore how asset leasing manages leases, generates journal entries, and offers reporting options in Microsoft Finance.
In this module, you will:
- Create payment invoices as they relate to Asset leasing.
- Import lease information.
- Discover the Asset leasing reporting options in Microsoft Dynamics 365 Finance.

Syllabus

Configure fixed assets management in Dynamics 365 Finance
- Introduction
- Fixed assets and current assets
- Accounting for fixed assets
- Relationships between fixed assets components
- Configure fixed assets components
- Derived books
- Enable fixed asset integration
- Fixed asset transaction options
- Demonstration - Create a fixed asset
- Lab - Work with fixed assets
- Check your knowledge
- Summary
Set up and acquire fixed assets in Dynamics 365 Finance
- Introduction
- Life cycle of a fixed asset
- Fixed asset management workspace
- Fixed assets page
- Set up fixed assets
- Create a fixed asset
- Activate a stock item
- Set up acquisitions
- Proposals
- Acquire assets through procurement
- Estimate and eliminate a project to a fixed asset
- Manual and automatic methods to create fixed assets
- Lab - Acquire a new asset
- Check your knowledge
- Summary
Manage fixed assets in Dynamics 365 Finance
- Introduction
- Asset budgeting
- Transfer a fixed asset
- Set up fixed asset groups
- Split a fixed asset
- Update fixed asset information
- Recalculate replacement costs and insured values for fixed asset groups
- Fixed assets roll forward report
- Check your knowledge
- Summary
Work with fixed asset deprecation and disposal in Dynamics 365 Finance
- Introduction
- Depreciation
- Dispose of and lend fixed assets
- Sell a fixed asset by using a free text invoice
- Dispose of fixed assets as scrap
- Exercise - Create a depreciation proposal
- Check your knowledge
- Summary
Set up Asset leasing in Dynamics 365 Finance
- Introduction
- Leasing elements
- Lease transactions
- Set up Asset leasing
- Set up lease books
- Lease groups
- Create a lease
- Create a lease schedule
- Associate fixed assets with leases
- Copy a lease
- Adjust a lease
- Exercise - Create an asset lease and payment schedule
- Check your knowledge
- Summary
Work with Asset leasing in Dynamics 365 Finance
- Introduction
- Asset leasing journal
- Create payment invoices
- Import lease information
- Impair a right-of-use asset
- Asset leasing reporting
- Exercise - Create payment invoices
- Check your knowledge
- Summary