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Description

Important
This is an introduction course on D365 Finance and Operations with a focus on Finance, this is especially for beginners.
Those who are already working on D365 might already aware of these that are being discussed, I recommend to look at the topics covered in this course and enroll only if you think you do not know those topics.
Topics covered:
Getting access to D365 Finance and Operations
Contoso demo data overview
Basic Navigation
Vendor Creation process
Creating Vendor Invoice journals and understanding the due date calculation
Configuring Terms of payment for new vendors
Creation of new Legal entities
Creation of Fiscal calendars and calendar periods
Configuring Ledger form
Understanding Accounting currency and reporting currency configuration
General journal creation and understanding of different ways to enter transactions
Understand the Chart of Accounts and Main accounts
The whole course(MB310 certification) is broken into 3 parts and aspiring students who want to complete the MB310 certification can subscribe for other 2 parts. These courses will be really helpful to gain knowledge and present themselves for certification.
Topics covered in Part1/3:
Topics covered:
Getting access to D365 Finance and Operations
Contoso demo data overview
Basic Navigation
Vendor Creation process
Creating Vendor Invoice journals and understanding the due date calculation
Configuring Terms of payment for new vendors
Creation of new Legal entities
Creation of Fiscal calendars and calendar periods
Configuring Ledger form
Understanding Accounting currency and reporting currency configuration
General journal creation and understanding of different ways to enter transactions
Understand the Chart of Accounts and Main accounts
Who this course is for:
ERP consultants who want to start their career in D365 F&O
Business users who want to switch their career to D365 F&O consultants
Consultants who have experience on AX2009 and Dynamics AX2012 and upgrade their skills with D365 F&O
Consultants aspiring to become masters in D365 Finance
People aiming at completing MB-310 certification
Finance domain experts looking to start career on ERP\D365 Finance

What you'll learn

Overview of Dynamics 365 Finance and Operations

Executing the business processes using D365 F&O

Core concepts of Dynamics 365 Finance

Configuring the D365 Finance system from foundation for a business

Requirements

  • You will need a copy of Adobe XD 2019 or above. A free trial can be downloaded from Adobe.
  • No previous design experience is needed.
  • No previous Adobe XD skills are needed.

Course Content

27 sections • 95 lectures
Expand All Sections
1-Getting familiar with interface and know the basics
6
1.1-Course contents
1.2-1. Getting familiar with the interface and learn how to create the vendors
1.3-2. Understanding demo data and how the data is maintained within F&O
1.4-3. Filtering, sorting and understanding the lookups
1.5-Lets make sure that the foundation is built
1.6-A small request from myside...
2-Understand Procure to Pay cycle, process PO Invoices and Non PO Invoices
4
2.1-4. Procure to pay cycle and understand non PO Invoices
2.2-5. Purchase order Creation and Invoice posting
2.3-6. Vendor Invoice journal creation and Reviewing vendor transactions
2.4-Purchase Invoicing knowledge check
3-Getting the trial version of Finance and Operations
1
3.1-7. Get free trial for D365 Finance and operation using your work email
4-Core configuration of the application
8
4.1-Creation of New Legal entities
4.2-8.1 Configuring basic setups for the newly created company
4.3-Setting up the Ledger form In General Ledger and Create new Fiscal calendars
4.4-Understand Accounting currency, reporting currency and Transaction currency
4.5-7. General journal creation and understanding different ways of entering journal
4.6-8. Chart of Accounts and Main Accounts
4.7-Knowledge check on Finance basics
4.8-Create a new Legal entity in your F&O system and configure the basic setup
5-Main accounts\Ledger accounts
2
5.1-Main Account creation
5.2-Legal entity overrides for main accounts
6-Currencies
2
6.1-Currencies and Exchange rates
6.2-Import Exchange rates
7-Voucher templates and Periodic Journals
2
7.1-Voucher Templates
7.2-Periodic Journals
8-Accrual Schemes
1
8.1-Accrual Schemes
9-Quick review and Next steps
1
9.1-13. Quick recap and Next steps
10-Bonus section-More reasons to continue your learning journey
1
10.1-Bonus lecture