1. Configure and use the general ledger in Dynamics 365 Finance
Dynamics 365 Finance empowers business users to control finances and manage funds with accurate information at any time for financial planning and forecasting, and stay up to date with analytics. Since finance is the heart of the business, and the General ledger module is the heart of financial management, this learning path shows you how to set up functionality in the General ledger module. It also covers how to complete closing procedures for a period or a year.
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2. Work with analytics and reporting in finance and operations apps
Business leaders can make important decisions in their company if they have accurate insight into the underlying financial and operational data. Without data visibility, business leaders are challenged with a nearly impossible task. By using analytics and reporting in finance and operations apps, you can empower every business user, depending on their security rights, to get the insights they need to make those important decisions.
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3. Configure cash and bank management in Dynamics 365 Finance
With cash and bank management in Dynamics 365 Finance, you can record and reconcile financial transactions against the bank statement and identify bank transaction types such as deposits and nonsufficient funds (NSF).
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4. Set up taxes in Dynamics 365 Finance
Setting up taxes in Dynamics 365 Finance offers many benefits, including automated and accurate tax calculations. As a result, your organization can ensure that it complies with national and regional tax laws. To help improve efficiency, your organization can streamline the tax management process by automating postings to ledger accounts.
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5. Work with taxes in Dynamics 365 Finance
Working with taxes in Dynamics 365 Finance is important for ensuring compliance with tax regulations, accurate financial reporting, and efficient tax management. Proper tax configuration helps your organization manage complex tax scenarios, including withholding taxes, sales tax exemptions, and conditional taxes. As a result, your organization can tax and report all transactions correctly to the relevant authorities.
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6. Get started with cost accounting in Dynamics 365 Finance
Cost accounting lets you collect data from various sources, such as the general ledger, subledgers, budgets, and statistical information. You can then analyze, summarize, and evaluate cost data so that management can make the best possible decisions for price updates, budgets, cost control, and so on.
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7. Get started with inventory management in Dynamics 365 Supply Chain Management
Inventory management in Dynamics 365 Supply Chain Management helps you streamline the tracking, control, and optimization of inventory throughout your organization.
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8. Set up and work with inventory control in Dynamics 365 Supply Chain Management
This module explores inventory cost methodologies and their impact on value, profits, and price management. You learn about methods, such as FIFO, LIFO, weighted average, standard cost, and their effects on inventory valuation and financial reporting. Additionally, you learn about the inventory close process, its role in settling transactions, and its impact on the general ledger. Then, you examine inventory recalculation, adjustments, and archiving for optimized storage and performance efficiency.
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9. Use inventory reports in Dynamics 365 Supply Chain Management
One of the factors for a successful business is having visibility into how much inventory exists at any given time. Inventory reports in Dynamics 365 Supply Chain Management will show how much inventory you have in variety of different ways, and will explain how to be more effective in your inventory investments.
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10. Work with the costing sheet in Dynamics 365 Supply Chain Management
Manufacturing companies need to calculate the costs that are related to finished goods that are being produced such as labor, materials, surcharges, and overheads. You can configure Dynamics 365 Supply Chain Management to calculate costs of bill of materials of the finished goods in production. Additionally, you can create costing sheets that are broken out by particular cost categories, incorporate routing costs, and even add surcharges and other indirect costs. Companies can then analyze, summarize, and evaluate cost data so they can make the best possible decisions for price updates, budgets, cost control, and so on.
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11. Work with accounts receivable in Dynamics 365 Finance
Configure the Accounts receivable module in Dynamics 365 Finance to create customer invoices, post packing slips, and use free text invoices that are not related to sales orders. In this learning path, you will also learn how to do daily tasks in accounts receivable.
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12. Work with accounts payable in Dynamics 365 Finance
Accounts payable are a liability due to a creditor when you order goods or services without paying in cash up front, which means that you buy goods on credit. Learn how to configure accounts payable in Dynamics 365 Finance, record vendor invoices, and distribute expenses, tax, and charges across accounts.
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13. Work with Expense management in Dynamics 365 Project Operations
Maximize profitability and minimize cost with accurate expense management capabilities in Dynamics 365 Project Operations. Learn how to configure the system, and create, and approve expense reports.
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14. Configure and use budgeting in Dynamics 365 Finance
Every organization, whether it's private or public, sets financial and operational goals by creating budgets. With the collaborative and process-driven nature of budget planning, you can make your budget process more efficient.
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15. Configure fixed assets management in Dynamics 365 Finance
Learn how to configure and create fixed assets to comply with international accounting standards.
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16. Set up and acquire fixed assets in Dynamics 365 Finance
Discover how to efficiently manage fixed assets in Dynamics 365 Finance with step-by-step instructions for setup, acquisition, and recording.
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