Target group:

  • (Implementation) consultants with domain specialisation financial
  • Core users with focus area financial
  • Finance employees

Preliminary knowledge

  • The training Microsoft Dynamics 365 for Finance and Operations Fundamentals (DO-INT)
  • Basic knowledge of financial processes and concepts (explained in workshop? Finance, how and what?)

Broadening and deepening

This training is part of our Dynamics 365 Finance & Operations learning path. In it you will find Finance, Development and Supply Chain training courses, among others. If you want to go deeper into Finance, check out the courses below.

Finance II in D365 F&O
Projecten in D365 F&O
Management Reporter in D365 F&O
Vast activa in D365 F&O

'A true expert, could answer any question. You can clearly see his passion for Dynamics 365, he is often out researching himself and that really makes him an expert who is always up to date. A solid added value for Mprise.'
Warda Chaoui | Karel de Grote Hogeschool
 
 

'If you feel the need to dive deeper into finance besides the who what where, this is definitely recommended.'
Frederik Tamminga | Roba Metals

Contents

  • Basic organisational model, global address book and number ranges
  • Shared financial data
  • Setting up the general ledger and financial dimensions
  • General ledger module set-up
  • Cash, bank and memorandum processing
  • VAT
  • Set up supplier module
  • Processing expenses, purchases and payments
  • Set up customer module
  • Process (free text) invoicing, incoming payments
  • Cost allocation
  • Financial standard reports