Financials in Dynamics 365 for Operations

Duration : 5 Days

Course Contents

Module 01: General Ledger Setup
Module 02: Chart of Accounts Setup
Module 03: Journal Setup
Module 04: General Ledger Daily Procedures
Module 05: Sales Tax Setup
Module 06: Financial Features
Module 07: Cash and Bank Management Setup
Module 08: Cash and Bank Management Daily Procedures
Module 09: Accounts Payable Setup
Module 10: Accounts Payable Daily Procedures
Module 11: Accounts Receivable Setup
Module 12: Accounts Receivable Daily Procedures
Module 13: Budgeting
Module 14: Use and Manage Budgets
Module 15: Commitment Accounting
Module 16: Cash Flow Management
Module 17: Multicurrency
Module 18: Advanced Payments
Module 19: Intercompany Accounting
Module 20: Consolidations
Module 21: Collections Management
Module 22: Financial Workflows
Module 23: Year End Close
Module 24: Financial Statements

At course completion:

At Course Completion
After completing this course, students will be able to:
• Set up General Ledger.
• Set up a Chart of Accounts.
• Set up Journals.
• Enter General Ledger Transactions.
• Set up Sales Tax Components.
• Set up Reason Codes and use the Fill Utility.
• Set up Bank Accounts and Bank Parameters.
• Enter Bank Transactions.
• Set up Accounts Payable.
• Enter Accounts Payable Transactions.
• Set up Accounts Receivable.
• Enter Accounts Receivable Transaction.
• Set up Basic Budgeting and configure Budget Controls.
• Enter Budget Data.
• Define an Encumbrance and complete year-end Commitments.
• Set up Cash Flow Forecasting and create and calculate Cash Flow transactions.
• Set up and run Foreign Currency Revaluation.
• Set up and process Advanced Payments.
• Set up Intercompany Accounting and post and trace Intercompany transactions.
• Set up Consolidation and Subsidiary Companies.
• Print Customer Statements, process Collection Letters, set up Interest Codes and calculate Interest.
• Define Workflows and create financial module Approvals.
• Complete Year-End steps and procedures.
• Create and print Financial Statements.


This course is intended for Financial Consultants with basic understanding of Dynamics 365 for Operations.

Regular Price : $2250.00
Special Price :$1500.00

Upcoming Schedules

Start Date End Date Delivery Location Details
For any custom schedule, please email us at or Call us at +1 951.405.4345

This course includes:

  • 24x7 Lab Access during your Training
  • Official Courseware
  • Free retake upto 6 months
  • Post Training Support
  • Experienced Instructors
  • Train from AnyWhere