Dieser Kurs deckt die finanziellen Aspekte von Dynamics 365 ab: Konfiguration und Verwendung der wichtigsten Finanzkomponenten, Kreditoren, Debitoren, Inkasso, Budgetierung, Anlagevermögen und zusätzliche Funktionen.
Erworbene Fähigkeiten
Verstehen und Ausführen von Finanzaufgaben in Dynamics 365 Finance
Zielgruppen
Ein Functional Consultant für Dynamics 365 for Finance and Operations ist verantwortlich für die Erkundung, die Erfassung von Anforderungen, die Einbindung von Fachleuten und Stakeholdern, die Übersetzung von Anforderungen und die Konfiguration der Lösung und der Anwendungen. Der Functional Consultant*innen implementiert eine Lösung unter Verwendung von Standardfunktionen, kodierungsfreier Erweiterbarkeit sowie Anwendungs- und Serviceintegrationen.
Vorkenntnisse
Grundkenntnisse in der Buchhaltung
Kernkompetenzen in Dynamics 365 Core
Detail-Inhalte
Configure chart of accounts in Dynamics 365 Finance
Plan your chart of accounts
Multiple chart of accounts
Set up chart of accounts
Main account categories
Main account information
Allocation terms
Main account validation options
Main account closing options
Accounts for automatic transactions
Define and configure financial dimensions
Create a custom financial dimension
Create an entity-backed financial dimension
Activate and delete financial dimensions
Default dimension values
Derived dimensions
Configure financial dimension templates and sets
Define and configure account structures and advanced rules
Lab - Create a main account category in the chart of accounts, and an advanced rule structure
Explore general ledger in Microsoft Dynamics 365 Finance
Identify charts of accounts
Explore financial dimensions and dimension set concepts
Explore periodic financial processes demo: Month end closing
Exercise: Create a main account
Configure ledger allocations and accruals in Dynamics 365 Finance
Configure and apply accrual schemes
Configure ledger allocation rules
Exercise - Configure and use accrual schemes
Exercise - Configure and test ledger allocation rules
Create fiscal calendars, years, and periods in Dynamics 365 Finance
Fiscal calendars, fiscal years, and periods
Create fiscal calendars, years and periods
Select a fiscal calendar
Define budget cycle time spans
Maintain periods for your organization
Create date intervals
Perform general ledger daily procedures in Dynamics 365 Finance
Using balance control accounts
Process a journal entry
Work with general ledger processes
Ledger settlements
Create voucher templates
Set up journal controls
Configure ledgers and journals in Dynamics 365 Finance
Understand the different types of journals and their setup
Configure ledger and journal setup
Configure and use journals
Reverse journal posting
Set up batch transfer rules
Lab - configure ledger and journal setup
Intercompany accounting in Dynamics 365 Finance
Set up intercompany accounting
Post intercompany journals
Trace an intercompany entry
Lab - Set up and use intercompany accounting
Configure currencies in Dynamics 365 Finance
Set up currencies and conversions
Configure and import currency exchange rates
Lab - Import exchange rates
Configure cash and bank management in Dynamics 365 Finance
Understand bank transaction types and groups
Set up cash and bank management parameters
Set up the Single Euro Payments Area (SEPA) direct debit mandate
Set up International Bank Account Number (IBAN) structures
Configure banks and bank check layout
Deposit and refund checks
Understand cash flow forecast and reports
Configure cash flow forecasting
Lab - Work with cash and bank management
Configure accounts receivable in Dynamics 365 Finance
Payment schedule
Terms of payment and payment days
Cash discounts
Payment fees
Set up the credit card payment service
Methods of payment and payment control
Set up a payment calendar and payment calendar rules
Create and maintain customers
Set up customer posting profiles
Configure accounts receivable charges
Configure electronic reporting in Dynamics 365 Finance
Configure electronic reporting
Use barcode data sources to generate bar code images
Configure and perform periodic processes in Dynamics 365 Finance
Set up the Financial period workspace and closing schedule
Bank reconciliations
Year-end 1099 reporting
Run foreign currency revaluation processes
Process end of year close
Perform financial consolidations
Lab - Perform year-end close and a consolidation
Configure taxes in Dynamics 365 Finance
Configure ledger posting groups
Exercise - Set up ledger posting groups for sales tax
Configure sales tax authorities
Exercise - Set up sales tax authorities
Configure sales tax settlement periods
Exercise - Set up sales tax settlement periods
Create sales tax codes
Configure sales tax groups and item sales tax groups
Exercise - Set up sales tax codes and sales tax groups
Withholding tax
Sales tax exemption
Conditional sales tax
Sales tax on transactions
Set up sales tax reporting codes
Exercise - Set up sales tax reporting codes and withholding tax
Exercise- View posted sales tax transactions
Prepare periodic filings
Get started with cost accounting in Dynamics 365 Finance
Configure the Cost control workspace
Cost objects
Work with the Cost accounting Get started wizard
Set up cost accounting
Exercise - Configure Cost accounting by using the Get started wizard
Configure and work with inventory management in Dynamics 365 Supply Chain Management
Inbound operations
Outbound operations
Configure inventory dimensions
Configure storage dimensions
Configure tracking dimensions
Configure serial and batch numbers
Allocate batch and serial numbers
Configure sites
Configure warehouses
Transfer orders
Set up bar codes
Set up default order settings
Inventory journals
Work with journals
Inventory journal approval workflows
Work with reason codes
Work with consignment inventory
Configure item groups and item model groups
Inventory cost methodologies
Configure inventory policies
Inventory closing and adjustment
Archive inventory transactions
Work with reason codes for inventory counting
Lab - Work with inventory management
Configure Accounts payable in Dynamics 365 Finance
Configure the payment schedule
Configure terms of payment and payment days
Configure cash discounts
Set up payment fees
Create vendor groups
Set up accounts payable posting profiles
Create vendors
Set up methods of payment for vendors
Configure accounts payable charges
Configure and use positive pay
Lab - Configure accounts payable components
Perform Accounts payable daily procedures in Dynamics 365 Finance
Understand invoice types in Accounts payable
Understand incoming invoice payments
Record vendor invoices
Modify due dates and discount dates
Work with cash discounts from vendors
Create vendor payments
Reverse a vendor payment
Manage prepayments and prepayment invoices
Exercise - Record an invoice
Exercise - Record a vendor invoice that is not associated with a purchase order
Exercise - Process a vendor payment by using a payment journal
Work with accounting distributions, invoice validations and settlements in Dynamics 365 Finance
Settle transactions and undo settlements
Distribute funds by using accounting distributions
Configure invoice validation policies
Three-way matching policies
Accounts payable invoice matching
Invoice totals matching
Two-way, price totals matching
Two-way, net unit price matching
Three-way matching
Vendor invoice workflow
Charges matching
Configure and manage vendor collaboration in Dynamics 365 Supply Chain Management
Purchase order statuses with vendor collaboration
Configure vendor collaboration
Maintain vendor certification
Set up vendor collaboration security roles
Use the Vendor collaboration invoicing workspace
Define purchase order response information
Work with purchase orders when vendor collaboration is used
Purchase order statuses and versions
Sharing information about consignment inventory
Work with request for quotes
Purchase order confirmation workspace
Accessing vendor master data in the Vendor information workspace
Configure and manage the order to cash process in Dynamics 365 Supply Chain Management
Sales and marketing overview
Create and confirm sales quotations
Create and process sales orders
Sales order entry scenarios
Sales order picking processes
Configure order promising
Configure order hold codes
Process customer returns
Sales order reservations
Configure and use commissions
Configure customer and item search
Perform accounts receivable daily procedures in Dynamics 365 Finance
Create free text invoices
Recurring free text invoices
Create and handle payments of customer invoices for sales orders
Settle transactions and undo settlements
Revenue recognition overview
Define revenue schedules
Define revenue prices
Set up bundle items
Exercise - Create and process a free text invoice
Exercise - Work with invoices from sales orders
Exercise - Process an invoice and settle it against a payment
Configure and process postdated checks in Dynamics 365 Finance
Set up postdated checks
Process a postdated check
Exercise - Set up a postdated check
Exercise - Register the details of a postdated check for a customer and vendor
Configure credit and collections in Dynamics 365 Finance
Configure accounts receivables for credit and collections
Configure credit and collections components
Set up interest rates for an interest code
Waive, reinstate, or reverse interest fees
Set up and manage collection letters
Exercise - Set up credit and collections in Finance
Exercise - Create a write-off journal for a customer
Process credit and collections in Dynamics 365 Finance
Customer account statement
Working with collections
Manage customer credit and collections
Credit management
Lab - Work with credit and collections
Get started with Expense management in Dynamics 365 Project Operations
Plan expense management
Intercompany expenses
Financial management
Per diems
Journals and accounts
Payment methods
Taxes
Policies
Expense categories and shared categories
Create and process expense reports in Dynamics 365 Project Operations
Create an expense report
Intercompany expenses
Itemize expenses by line
Distribute an expense
Add guests
Attach receipts and documents to an expense report
Submit an expense report to a workflow
Approve an expense report
Delegate an expense report
Post an expense report5 min
Reporting options30 min
Lab – Create an expense report and submit it to a workflow
Set up and configure Expense management in Dynamics 365 Project Operations
Expense management workspace
Expense management parameters
Expense management workflows
Expense report policies and per diem rules
Evaluate policies by using Audit workbench cases
Set up mileage expense options
Intercompany expenses
Personal expenses on an expense report
Set up credit card transaction processing and import credit transactions
Expense receipt processing
VAT recovery
Work with travel requisitions in Dynamics 365 Project Operations
Create a travel requisition
Exercise - Create a travel requisition
Approve a travel requisition
Create a cash advance
Update a cash advance
Get started with work management in Dynamics 365 Project Operations
Create and submit time entries
Expense deployment models
Basic expense entries
Full expense deployment
Exercise – Time and expense scenarios
Check your knowledge
Configure fixed assets management in Dynamics 365 Finance
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
Manage fixed assets in Dynamics 365 Finance
Scenario - customer requirements for fixed assets
Set up and create fixed assets
Set up acquisitions
Acquire assets through procurement
Manual and automatic methods to create fixed assets
Transfer a fixed asset
Set up fixed asset groups
Split a fixed asset
Update fixed asset information
Fixed assets roll forward report
Depreciation
Dispose and lend fixed assets
Sell a fixed asset by using a free text invoice
Dispose of fixed assets as scrap
Estimate and eliminate a project to a fixed asset
Asset budgeting
Lab - Manage fixed assets
Configure and use basic budgeting and budget control in Dynamics 365 Finance
Planning for basic budgeting and budget control
Budgeting methodologies
Basic budgeting overview
Configure basic budgeting
Use workspaces and inquiry pages to track budget vs. actuals
Budget control overview
Configure budget control
Configure budget control (cont.)
Create and manage budget register entries
Use inquires and reports for budget analysis
Exercise - Configure basic budgeting components
Exercise - Configure budget control components
Exercise - Create a budget register entry
Configure and use budget planning in Dynamics 365 Finance
Configure budget planning components
Exercise - Configure budget planning, create, and use a planning process
Check your knowledge
Work with analytics and reporting in finance and operations apps
Understand different types of reports and inquiries
Financial reporting
Find inquiries and reports
Generate and consume inquiries and reports
Configure finance and operations apps for Microsoft Power Platform
Lab - Work with reports
Get started with Dynamics 365 Supply Chain Management
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