Dynamics 365 for Finance and Operations

Organizations use Dynamics 365 for Finance and Operations to elevate their financial performance by increasing profitability, optimizing workforce productivity, reducing operational expenses, adapting quickly to requirement changes, and streamlining asset management.

This course discusses how to configure and use essential components of financial management in Dynamics 365 for Finance and Operations. This course also helps you learn how to configure and use accounts payable, receivable, collections, configure and use budgeting, fixed assets, and additional functionality in Dynamics 365 for Finance and Operations.

Duration:

20 Hrs

Prerequisites:

Basic understanding of ERP, CRM concepts.

CodeNameDuration (Hrs)
MB-300Microsoft Dynamics 365 Unified Operations Core20

After you complete this course you will be able to:

Identify common Microsoft Dynamics 365 Finance and Operations features and functionality

Implement Lifecycle Services (LCS) tools

Implement security

Design and create workflows

Configure options

Implement business processes for the solution

Implement Microsoft Dynamics 365 Finance and Operations common features

Plan a migration strategy

Prepare data for migration and migrate data

Implement and validate the solution within Microsoft Dynamics 365 Finance and Operations

Support Application Lifecycle Management (ALM) by using LCS

Set up and configure financial management

Implement and configure financial modules

Implement and test advanced features

Implement and test cost and allocation policies

Perform periodic processes

Configure, collect, and report taxes

Manage and apply common processes

Define and configure the account structure

Implement and manage journals

Implement regulatory and localization features and manage currencies

Implement and manage Accounts receivable

Implement and manage Accounts payable

Configure and manage Budgeting processes

Implement and manage Fixed assets

This course is designed for:

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.
Business/Program Analyst