Microsoft - Financial Management in Microsoft Dynamics 365 for Finance and Operations

Varighet

Varighet:

Bare 5 dager

Metode

Metode:

klasserommet / på nett / Hybrid

Neste dato

Neste dato:

8/3/2022 (Tirsdag)

Overview

On your accelerated 5-day Financial Management in Microsoft Dynamics 365 for Finance and Operations course you'll gain the skills and knowledge to use, maintain, and support the finance and accounting processes in Microsoft Dynamics 365 for Finance and Operations.

You'll experience our unique Lecture | Lab | Review technique, immersing you in the curriculum and helping you to build and retain information faster.

Your Microsoft Certified Trainer will guide you through setting up and configuring core financial modules. You'll also learn to:

  • Manage daily procedures for the core financial modules.
  • Set up, configure, and use the Budgeting module.
  • Manage periodic and closing procedures for the financial modules.

During your course, you'll prepare for and sit exam MB6-895. This exam is an elective requirement for achieving the MCSE: Business Applications.

This course is ideal if you're a Dynamics 365 for Finance and Operations partner, such as solution architects, functional consultants, and project managers looking to support with the Finance and Operations application.

Her er 8 grunner til hvorfor du skal gjennomføre ditt Dynamics 365 Finance and Operations hos Firebrand Training:

  1. Du blir utdannet og sertifisert på bare 5 dager. Hos oss får du din utdanning og sertifisering på rekordtid, en sertifisering du også gjennomfører der og da som en integrert del av den intensive, akselererte utdanningen.
  2. Alt er inkludert. Et engangsbeløp dekker alt kursmaterial, eksamen, kost og losji og tilbyr den mest kostnadseffektive måten å gjennomføre ditt Dynamics 365 Finance and Operations kurs og sertifisering på. Og dette uten noen uannonserte ytterligere kostnader.
  3. Du klarer sertifiseringen første gangen eller kan gå kurset om igjen kostnadsfritt. Det er vår garanti. Vi er sikre på at du vil klare din Dynamics 365 Finance and Operations sertifisering første gangen. Men skulle du mot formodning ikke gjøre det kan du innen et år komme tilbake og kun betale for eventuelle overnattinger og din eksamen. Alt annet er gratis.
  4. Du lærer deg mer.Tradisjonelle utdanningsdager varer fra kl. 09.00 til 16.00 med lange lunsj- og kaffepauser. Hos Firebrand Training får du minst 12 timers effektiv og fokusert kvalitetsutdanning hver dag sammen med din instruktør, uten private eller arbeidsrelaterte, forstyrrende momenter.
  5. Du lærer deg Dynamics 365 Finance and Operations raskere. Vi kombinerer de tre innlæringsmetodene (Presentasjon |Øving| Diskusjon) slik at vi gjennomfører kurset på en måte som sikrer at du lærer deg raskere og lettere.
  6. Du er i sikre hender.Vi har utdannet og sertifisert 111.679 personer, vi er partner med alle de store navn i bransjen og vi har vunnet atskillige utmerkelser, bla. a. "Årets Learning Partner 2010, 2011, 2012, 2013 og 2015” fra Microsoft Danmark og med en vekst på 1430 % siden 2009 er vi årets Gazelle prisvinner på Sjælland, Danmark.
  7. Du lærer deg ikke bare teorien. Vi har videreutviklet Dynamics 365 Finance and Operations kursen og tilbyr flere praktiske øvelser og sikrer på den måten, at du kan bruke dine ferdigheter for å løse daglige praktiske problemstillinger.
  8. Du lærer av de beste. Våre instruktører på Dynamics 365 Finance and Operations er de beste i bransjen og tilbyr en helt unik blanding av kunnskap, praktisk erfaring og pasjon for å lære bort.

Benefits

Curriculum

Set up and configure the core financial modules

Define and configure the General ledger module.

  • Define and create the chart of accounts and main accounts
  • Set up and manage fiscal and ledger calendars
  • Create and define financial dimensions and financial dimension sets
  • Configure account structure
  • Define the ledger for a legal entity
  • Set up journals
  • Define the General ledger parameters and accounts for automatic transactions
  • Configure intercompany accounting

Explain and set up the Cash and bank management module.

  • Explain bank transaction types and transaction groups
  • Set up bank groups, create bank accounts
  • Explain the Cash and bank management parameters
  • Configure check layouts

Describe and design the Accounts receivable and Collections management modules.

  • Describe customer posting profiles
  • Set up customer payment information
  • Create customers
  • Define the Accounts receivable parameters
  • Describe an organisational structure for centralised payments
  • Set up and process collection letters
  • Configure and calculate interest
  • Process interest adjustments
  • Set up customer pools and aging period definitions

Review and build the Accounts payable module.

  • Define vendor posting profiles,
  • Configure vendor payment information
  • Explain invoice matching
  • Create vendors
  • Walkthrough the account payable parameters
  • Review an organisational structure for centralised payments

Clarify and utilise the Tax module.

  • Define ledger posting groups
  • Create sales tax codes
  • Establish sales and item tax groups
  • Define sales tax authorities
  • Explain withholding tax
  • Review sales tax jurisdictions

Define basic fixed asset concepts, and complete setup for the Fixed assets module.

  • Define depreciation methods and conventions
  • Set up depreciation profiles and books
  • Set up value models
  • Define Fixed Asset parameters
  • Create fixed assets
  • Set up and assign bar codes to assets
  • Lend fixed assets

Manage daily procedures for the core financial modules

Review and process transactions in the General ledger module.

  • Create and post general journals
  • Create voucher templates
  • Process periodic journals
  • Process period allocations
  • Create and process accrual schemes
  • Reverse a transaction
  • Create reversing entries
  • Use ledger accrual schemes in a journal
  • Create and post intercompany journal entries

Analyse and walkthrough transactions in the Cash and bank management module.

  • Create and delete checks
  • Void a check and create payment reversals
  • Create and cancel deposit slips
  • Reconcile bank accounts

Assess and handle transactions in the Accounts receivable and Collections management modules.

  • Create free text invoices
  • Process prepayments
  • Create payment journals
  • Reverse settlements
  • Reimburse a customer
  • Perform sales order invoicing
  • Review aged balances for customer
  • Process customer account statements
  • Create write-off transactions
  • Process a non-sufficient funds cancellation
  • Manage the status of customer transactions
  • Use cases and activities to track collection actions

Define and create transactions in the Accounts payable module.

  • Define and create different types of invoice journals
  • Manage vendor invoices
  • Perform invoice matching
  • Process prepayments
  • Create payment proposals
  • Process payment journals

Explain and work with transactions in the Tax module.

  • Revise sales tax prior to posting a transaction
  • Post sales tax on prepayments
  • Create transactions with conditional sales tax

Review and process fixed asset transactions.

  • Define transaction types available
  • Process acquisitions through journals
  • Process depreciations
  • Process disposals
  • Process value adjustments
  • Create purchase orders for fixed assets
  • Acquire fixed assets from a purchase order

Set up, configure, and use the Budgeting module

Define basic budgeting concepts, and setup basic budgeting features.

  • Define budget concepts
  • Discuss different budget types
  • Set up the different budget configurations
  • Define the budget parameters

Configure and use budget control features.

  • Set up the budget control configuration settings
  • Define budget groups and budget control rules
  • Enable budget control for source documents and journals
  • Activate and turn on budget control
  • View budget check results on transactions

Define and generate budget plans.

  • Define budget planning configuration
  • Create budget plans
  • Process budget plans
  • Modify budget plans in Excel

Create and process budget register entries.

  • Create and process budget register entries
  • Transfer budget balances
  • Define budget allocations
  • Update budget register entries in Excel
  • Create budget register entries from budget plans

Manage periodic and closing procedures for the financial modules

Setup, configure, and run consolidations and eliminations.

  • Set up and define a consolidation and elimination company
  • Add consolidation information to main accounts
  • Define and use consolidation groups
  • Configure elimination rules
  • Define the consolidation methods available
  • Perform a consolidation
  • Create and process eliminations

Configure and perform foreign currency revaluations.

  • Define main account settings for foreign currency revaluation
  • Define the types of foreign currency revaluations
  • Perform foreign currency revaluations

Set up and run ledger allocations.

  • Describe the various types of ledger allocation
  • Create ledger allocations rules and basis
  • Process ledger allocation requests
  • Configure allocations terms for a main account

Construct and use the period close workspace.

  • Describe uses for the period close workspace
  • Configure the period close workspace
  • Define a period close template
  • Use the period close workspace

Set and run the fiscal year end closing processes.

  • Define parameters for fiscal year end close
  • Configure and run the fiscal year close process
  • Describe and use the closing sheet

Exam Track

You will sit the following exam at the Firebrand Training Centre during the course. This is covered by your Certification Guarantee:

Exam MB6-895: Financial Management in Microsoft Dynamics 365 for Finance and Operations

  • Technology - Microsoft Dynamics 365
  • Credit toward - MCSE: Business Applications

You will be measured on your ability to accomplish the following technical tasks in exam MB6-895:

  • Set up and configure the core financial modules. (25-30%)
  • Manage daily procedures for the core financial modules. (25-30%)
  • Set up, configure, and use the Budgeting module. (20-25%)
  • Manage periodic and closing procedures for the financial modules. (20-25%)

What's Included

Included in this course:

  • Firebrand custom courseware

Prerequisites

Before attending this course, you should have an understanding of:

  • Finance and accounting concepts and processes
  • How Finance and Operations functionalities apply to various business processes.

Anmeldelser

Vi har lært opp 111.679 personer på 12 år. Vi ba dem om å anmelde vår akselererte opplæring. Akkurat nå har 96,66% angitt at Firebrand overgikk forventningene:

"The instructor iss really a skilled, with a wide knowledges of the subject."
F.F, Verdo. (11/2/2019 (Mandag) til 15/2/2019 (Fredag))

"The instructor iss really a skilled, with a wide knowledges of the subject."
F.F, Verdo. (11/2/2019 (Mandag) til 15/2/2019 (Fredag))

"Great training! Really intensive and covered the course really well."
Syed Pasha Adam Shah. (18/10/2021 (Mandag) til 21/10/2021 (Torsdag))

"Firebrand is the only training provider I trust to part with my own money for!"
PS. (18/10/2021 (Mandag) til 21/10/2021 (Torsdag))

"I found the course very informative and the instructor explained things very clearly which made a lot of sense."
Chris Holtz. (18/10/2021 (Mandag) til 21/10/2021 (Torsdag))

Kursdatoer

Microsoft - Financial Management in Microsoft Dynamics 365 for Finance and Operations

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6/12/2021 (Mandag)

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8/3/2022 (Tirsdag)

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