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- Explore Dynamics 365 finance and operations apps to streamline finances, manage supply chains, and optimize business processes effectively.
After completing this module, you'll be able to:
- Describe enterprise resource planning (ERP).
- Describe use cases for using AI tools in finance and operations apps, including Copilot and agent capabilities.
- Navigate efficiently within and across finance and operations apps.
- Understand reporting and integration features for finance and operations apps with Power BI, Office 365, and business events to enhance data analysis
After completing this module, you will be able to:
- Describe built-in reporting capabilities.
- Describe options for analyzing data by using Power BI.
- Describe Microsoft Office 365 integration capabilities.
- Describe integration capabilities with Microsoft Power Platform.
- Describe use cases and capabilities for business events.
- Describe configurable business documents, including Electronic reporting.
- Describe how Finance insights supports forecasting and anomaly detection.
- The goal of this module is to describe shared features like security, workflows, and batch processing in finance apps to streamline operations and improve compliance.
After completing this module, you can:
- Describe security capabilities of finance and operations apps.
- Describe workflow capabilities of finance and operations apps.
- Describe the concept of batch jobs.
- Describe organization and legal entities.
- Create and maintain record templates.
- Describe global address book features and their use cases.
- Describe alerts.
- Describe number sequences.
- Describe attachment capabilities.
- Learn about core Dynamics 365 Finance features, tax capabilities, cost accounting, and more to manage global financial processes effectively
After completing this module, you can:
- Describe Finance capabilities, features, and use cases.
- Describe reporting currency and accounting currency.
- Describe Dynamics 365 Finance tax capabilities.
- Describe cost accounting concepts.
- Describe electronic payment formats.
- Understand financial management in Dynamics 365 Finance, including ledgers, charts, financial dimensions, and cash and bank concepts
After completing this module, you will be able to:
- Describe charts of accounts, including main accounts.
- Describe financial dimensions, dimension sets, and financial tags concepts.
- Describe the accounting structure.
- Describe financial journal concepts.
- Describe Financial reporting capabilities.
- Describe cash and bank management concepts.
- Describe use cases for allocations and accruals.
- Describe periodic financial processes.
- Explore accounts payables, receivables, payments, settlements, and credit management in Dynamics 365 Finance.
After completing this module, you will be able to:
- Describe payment setup.
- Describe core accounts payable components, including vendors, purchase orders, and vendor invoices.
- Describe posting profiles and how they work with account (and offset account) dimensions in journals.
- Describe vendor payments and settlements, including three-way matching concepts.
- Describe core accounts receivable components, including customers, customer invoices, and free text invoices.
- Describe customer/vendor netting.
- Describe credit management processes.
- Describe the collection process.
- Describe the concept of subscription billing.
- Explore expense reporting, fixed asset management, budgeting, and project financials in Dynamics 365 Finance to enhance financial operations.
After completing this module, you will be able to:
- Describe expense management capabilities.
- Describe fixed asset management capabilities.
- Describe budgeting capabilities.
- Describe project management and accounting capabilities.
