What you’ll learn
After completing this course, students will be able to:
Implement financial management
Implement accounts receivable, credit, collections, and revenue recognition
Implement and manage accounts payable and expenses
Manage budgeting
Manage fixed assets
Microsoft Dynamics 365 at Lumify Work
Lumify Work has been delivering effective training across all Microsoft products for over 30 years. We are proud to be both Australia's and New Zealand’s first Microsoft Gold Learning Solutions Partner and the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers (MCTs) in ANZ. All Lumify Work Microsoft Dynamics 365 courses follow Microsoft Official Curriculum (MOC) and are led by MCTs.
Who is the course for?
As a Dynamics 365 for Finance and Operations Functional Consultant, you analyse business requirements and translate them into fully realised business processes and solutions that implement industry-recommended practices. You have a fundamental understanding of accounting principles and a deeper understanding of financial operations as they relate to core finance, manufacturing, retail, and supply chain management operations. You specialise in one or more feature sets of Dynamics 365 Finance including core finance, general ledger, tax, cost accounting, cost management, fixed assets, asset leasing, budgeting, revenue recognition, consolidation and elimination, credit and collections, cash and bank management, and expense management. You understand the relationships between finance and manufacturing, retail, and supply chain management.
Course subjects
Configure and use the general ledger 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
Work with accounts receivable in Dynamics 365 Finance
Configure Accounts payable in Dynamics 365 Finance
Process purchase order invoices 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
Set up and use basic budgeting in Dynamics 365 Finance
Set up and use budget control in Dynamics 365 Finance
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
Prerequisites
Basic understanding of finance and accounting processes
Ability to use Finance for basic processing
General knowledge of basic navigation within Finance
Knowledge of how Dynamics 365 apps are used
Basic understanding of cloud concepts, and Microsoft Power Platform
Terms & Conditions
The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.