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コース概要
Introduction to Dynamics 365 Finance and Operations
- Overview of Dynamics 365 ERP capabilities
- System navigation and customization
- Understanding key modules for finance and operations
Financial Management and Treasury Functions
- Managing cash flow and liquidity
- Bank reconciliations and payment processing
- Handling accounts payable and receivable
Report Generation and Financial Analysis
- Creating financial reports using built-in tools
- Generating balance sheets, profit & loss statements
- Exporting and integrating financial data with other systems
Accounting Processes and Workflow Optimization
- Automating recurring financial tasks
- Understanding ledger, budgeting, and cost accounting
- Optimizing financial workflows for efficiency
Advanced Features and Customization
- Configuring role-based security and access controls
- Integrating Dynamics 365 with Power BI for insights
- Customization and automation using Power Automate
Best Practices and Troubleshooting
- Common challenges and solutions
- Ensuring compliance and data integrity
- Performance tuning and optimization tips
Summary and Next Steps
要求
- Basic understanding of financial and accounting principles
- Experience with ERP systems (preferred but not required)
- Familiarity with business processes related to treasury and finance
Audience
- Treasury professionals using Dynamics 365
- Accounting analysts and financial managers
- ERP users looking to maximize Dynamics 365 capabilities
14 時間
お客様の声 (1)
私たちは自分たちが取り組んでいるシステムを十分に活用していないことを知り、あらゆる面で楽しみました。
Tracy Rehman - Financial Planning Institute
コース - Microsoft Dynamics 365 Customer Insights (MB-220)
機械翻訳
