Microsoft 365 - What's New - Application in Dynamics AX 2012 for Finance, PA, Case Mgmt, HRM & Public Sect

Curriculum

Module 1: Overview

Lessons

• Introduction
• New User Interface Elements
• Organizational Model
• Help System
• Microsoft Office Add-Ins
• Work Items
• Documents Handling
• Alerts
• Global Address Book
• Interest Terms and Date Ranges
• Post-Dated Checks

After completing this module, students will be able to:

• Describe the new interface elements in Microsoft Dynamics AX 2012.
• Describe changes to the organization model.
• Use and update the help system.
• Describe the Microsoft Office Add-Ins in Microsoft Dynamics AX 2012.
• View work items that are based on specific business documents in one location.
• Review improvements made to the document handling feature in Microsoft Dynamics AX 2012.
• Set up alert rules to work across all organizational structures.
• Explain the new features and benefits of the Global Address Book (GAB).
• Describe various interest terms for different date ranges.
• Describe and set up post-dated checks.

Module 2: Compliance and Internal Control

Lessons

• Introduction
• Default Control Library
• Import and Mapping Wizard

After completing this module, students will be able to:

• View the control library and manually create new controls.
• Map and import controls from the default library.

Module 3: Accounts Payable

Lessons

• Introduction
• Prepaid Purchase Orders
• Invoice Matching Task for Workflow
• Vendor Invoice Processing Workflow
• Invoice Matching Improvements

Lab : Set up a Prepayment

After completing this module, students will be able to:

• Set up a prepayment, post a prepayment, make a payment, and settle it against the final invoice for a purchase order.
• Review the workflow process for purchase order invoice matching.
• Review the setup procedure and workflow process for vendor invoice processing.
• Setup tolerances and explain how the settings affect the purchase order invoice process.

Module 4: Accounts Receivable

Lessons

• Introduction
• Managing Collections and Collection Agents
• Free Text Invoice Improvements
• Free Text Invoice Quantities and Unit Prices

Lab : Update the Aging SnapshotLab : Update the Status for a Customer TransactionLab : Send an Email that Includes a Customer Statement

After completing this module, students will be able to:

• Explain how to organize work, document actions, communicate with customers, and take actions for collections management
• Review the improvements made to the free text invoice form for creating and posting free text invoices.
• Discuss the quantity and unit price field in a free text invoice.

Module 5: Budgeting

Lessons

• Introduction
• Workflows for Budget Register Entries
• Dimensions for Budgets
• Configuring Budget Control
• Using Budget Control
• Budget Amounts
• Budget Reporting
• Budget Transaction Web Services

Lab : Use Budget Control on a Purchase OrderLab : Create and Manage Budgets

After completing this module, students will be able to:

• Describe how to use workflows for budget register entries.
• Enable dimensions in an account structure for budget usage.
• Explain how to define rules and specify attributes for budget control.
• Describe how to use budget control on a purchase order.
• Describe how to enter budget data.
• Review and run new key reports used for budgets.
• Describe the features supported by the system for transferring budget data from a third-party application or by using the Microsoft Office Excel add-in.

Module 6: Travel and Expense

Lessons

• Introduction
• Expense Report Improvements
• Budgetary Control
• Travel and Expense Policies
• Credit Card Dispute Management

Lab : Create and Process an Expense Report

After completing this module, students will be able to:

• Define different travel requests, expense reports, and other expense related workflow approvals.
• Define budgets to be applied on travel requests and expense reports.
• Explain how to define travel and expense policies.
• Describe the process for importing credit card transactions.

Module 7: General Ledger

Lessons

• Introduction
• Currencies and Exchange Rate Setup
• Shared Fiscal Calendars
• Subledger Accounting
• Accounting Distributions
• Financial Dimensions
• Multiple Charts of Accounts
• Advanced Rule Structures for Ledger Posting
• Commitment Accounting

Lab : Create Financial Dimensions and Chart of Account Structures

After completing this module, students will be able to:

• Explain how to create a new currency, and setup exchange rates.
• Create shared fiscal calendars for use by different entities.
• Describe how to set up, view, and transfer subledger journal entry balances to the General ledger.
• Review the documents that support accounting distributions and modify an accounting distribution.
• Create financial dimensions from custom lists and existing sources.
• Explain how to create chart of account structures and link them to the chart of accounts.
• Create posting rules for the chart of account structures.
• Identify changes in commitment accounting.
• View the various amounts related to a purchase order when the encumbrance process is enabled.
• Review the process for posting encumbrances to the general ledger to track liabilities related to confirmed purchase orders.
• Describe how to transfer budget reserves for purchase order encumbrances at the fiscal year end.
• Review how to create a reconciliation report that is grouped by the general ledger chart of account dimensions selected.

Module 8: Project Management and Accounting

Lessons

• Introduction
• Project Timesheets
• Allocate Project Revenue
• Project Budgeting

Lab : Set Up Budget Controls

After completing this module, students will be able to:

• Create a timesheet for a project.
• Allocate fixed price revenue by resources.
• Set up budget controls, and create and revise budgets.
• Review the process for creating and managing projects on Enterprise Portal.
• Set up funding sources, limits, and rules.
• Set initial balances for a project.

Module 9: Case Management

Lessons

• Introduction
• Case Management in the Client
• Case Management in Enterprise Portal
• Knowledge Articles

Lab : Create a CaseLab : Working with Knowledge Articles and Cases

After completing this module, students will be able to:

• Create, assign, plan, resolve, follow up on, and analyze cases for a customer in the Microsoft Dynamics Rich Client.
• Review the process for creating cases for a customer on the Enterprise Portal.
• Create and manage a knowledge article

Module 10: Human Resources Management

Lessons

• Introduction
• Shared Worker Information
• Hiring Workers and Terminating Workers
• Application and Recruiting Improvements
• Department and Position Improvements
• Injury and Illness

Lab : Create and Track an Incident

After completing this module, students will be able to:

• Review shared worker information in the Microsoft Dynamics Client.
• Discuss improvements to the worker hiring and termination processes.
• Describe improvements to the employee application and recruiting processes.
• Describe improvements to the department and positions setup.
• Create and manage incidents related to worker illness and injuries.

Module 11: Public Sector

Lessons

• Introduction
• Public Sector Feature Overview
• Accounts Receivable Features
• Budgeting Features
• General Ledger Features
• Procurement and Accounts Payable Features
• Public Sector Reports Overview
• Public Sector Role Center Overview

After completing this module, students will be able to:

• Review the features and benefits of the public sector industry solution.
• Review the changes that are made to the Accounts receivable module as a part of the public sector industry solution.
• Review the changes that are made to the Budgeting module as a part of the public sector industry solution.
• Review the changes that are made to the General ledger module as a part of the public sector industry solution.
• Review the changes that are made to the Procurement and sourcing and Accounts payable modules as a part of the public sector industry solution.
• Review the features and benefits of the public sector reports.
• Describe the features of the public sector role centers.