Microsoft Dynamics 365 Finance

Dieses Training behandelt die finanziellen Aspekte von Dynamics 365: Konfigurieren und Verwenden wesentlicher Finanzkomponenten, Kreditorenbuchhaltung, Debitorenbuchhaltung, Inkasso, Budgetierung, Anlagevermögen und zusätzliche Funktionen

Set up and configure financial management and work with General Ledger

• Get started with Dynamics 365 Finance
• Configure currencies in Dynamics 365 Finance
• Create fiscal calendars, years, and periods in Dynamics 365 Finance
• Get started with chart of assounts in Dynamics 365 Finance
• Set up chart of accounts in Dynamics 365 Finance
• Set up financial dimensions in Dynamics 365 Finance
• Set up ledgers and journals in Dynamics 365 Fianance
• Perform general ledger daily procedures in Dynamics 365 Finance
• Intercopany accounting in Dynamics 365 Finance
• Configure ledger allocations and accruals in Dynamics 365 Finance
• Configure and perform periodic processes in Dynamics 365 Finance
• Work with analytics and reporting in finance and operations apps
• Configure cash and bank management in Dynamics 365 Finance
• Set up taxes in Dynamics 365 Finance
• Work with taxes in Dynamics 365 Finance

Implement accounts receivable, credit, collections, and revenue recognition

• Set up account receivable in Dynamics 365 Finance
• Get started with accounts receivable daily procedures in Dynamics 365 Finance
• Set up credit and collections in Dynamics 365 Finance
• Process credit and collections in Dynamics 365 Finance

Implement and manage accounts payable and expenses

• Configure Accounts payable in Dynamics 365 Finance
• Work with accounts payable daily procedures in Dynamics 365 Finance
• Work with accounting distributions, invoice validations, and settlements in Dynamics 365 Finance
• Set up and use intelligent OCR for vendor invoices in Dynamics 365 Finance
• Get started with Expense management in Dynamics 365 Project Operations
• Set up and configure Expense management in Dynamics 365 Project Operations

Manage budgeting

• Set up and use basic budgeting Dynamics 365 Finance
• Set up and use budget control in Dynamics 365 Finance
• Configure and use budget planning in Dynamics 365 Finance

Manage fixed assets

• Configure fixed assets management in Dynamics 365 Finance
• Set up and acquire fixed assets in Dynamics 365 Finance
• Manage fixed assets in Dynamics 365 Finance
• Work with fixed asset deprecation and disposal in Dynamics 365 Finance

Zu den Aufgaben des Dynamics 365-Modulbetreuers für den Kundendialog gehören Netzwerksuche, Erfassen von Bedürfnissen, die Einbeziehung von Fachexperten und Stakeholdern, das Übersetzen von Bedürfnissen, sowie Lösungen und Anwendungen zu konfigurieren. Der Functional Consultant implementiert eine Lösung unter Verwendung von standardisierten Funktionen, codeloser Erweiterbarkeit, Anwendungs- und Service-Integrationen.

• Grundkenntnisse in der Buchhaltung
• Kernkompetenzen in Dynamics 365 Core