End User Training for Microsoft Dynamics 365 Finance Course Overview

To ensure that participants can fully benefit from the End User Training for Microsoft Dynamics 365 Finance course, the following minimum prerequisites are recommended:

• Basic understanding of financial concepts and accounting principles.
• Familiarity with business processes related to finance, such as invoicing, payments, and budgeting.
• Experience with Microsoft Windows operating system and proficiency in using a personal computer.
• Basic knowledge of Microsoft Office applications, particularly Excel.
• An interest in learning how to utilize financial applications within the Dynamics 365 platform.

These prerequisites are designed to provide a foundation upon which the course content can effectively build. They are not intended to be barriers to entry but rather to ensure a successful learning experience. Participants with these foundational skills are more likely to thrive in the course and apply the knowledge in their professional roles.

Target Audience for End User Training for Microsoft Dynamics 365 Finance

Learn essential skills in managing financial operations with the End User Training for Microsoft Dynamics 365 Finance. Perfect for professionals in finance and accounting roles.

• Financial Analysts
• Accountants
• Finance Managers
• Accounts Payable/Receivable Clerks
• Budget Coordinators
• Financial Controllers
• ERP Consultants specializing in finance
• Financial Systems Analysts
• Dynamics 365 Administrators with a finance focus
• CFOs and Finance Executives looking to understand Dynamics 365 capabilities
• IT Professionals who support financial software systems
• Business Analysts seeking understanding of financial processes in Dynamics 365
• Project Managers involved in finance system migration or upgrades
• End Users of Microsoft Dynamics 365 Finance within their organizations

Learning Objectives - What you will Learn in this End User Training for Microsoft Dynamics 365 Finance?

Introduction to Course Learning Outcomes

In the End User Training for Microsoft Dynamics 365 Finance course, participants will acquire hands-on skills for managing financial operations, from basic entries to complex asset management.

Learning Objectives and Outcomes

• Understand the structure and creation of the Chart of Accounts essential for financial reporting and analysis.
• Learn to create and manage Main accounts for accurate financial record-keeping.
• Gain proficiency in processing General Journals and understanding their impact on financial statements.
• Master the skill to reverse General Ledger entries to correct financial transactions.
• Acquire the ability to set up and use allocation rules to distribute expenses or revenues across various accounts or dimensions.
• Develop the competency to create and manage Invoice Journals, essential for tracking invoicing transactions.
• Learn to establish and maintain an Invoice Register for streamlined invoice management and approval processes.
• Understand the process of creating vendor records for effective payables management.
• Gain knowledge on processing vendor payments, including payment setup, execution, and reconciliation.
• Learn to create Sales Order (SO) invoices to manage the sales process from order to cash.
• Understand how to create Free Text Invoices for non-standard billing scenarios.
• Develop the ability to process customer payments and manage receivables efficiently.
• Learn to create and manage Fixed Assets, including acquisition, depreciation, and disposal procedures.
• Acquire skills to process Budget Register entries for maintaining financial control and ensuring compliance with budgetary constraints.