AB-6002 : Introduction to finance in Dynamics 365

Learning Path 1: Describe the finance and operations apps

• The definition and purpose of enterprise resource planning (ERP) systems.

• Key use cases for applying AI tools in Dynamics 365 Finance.

• Core features of the finance and operations user interface.

Learning Path 2: Describe reporting and integration capabilities

• Built-in reporting capabilities.

• Microsoft Office 365 integration capabilities, including Microsoft Excel.

• Capabilities and use cases for business events.

• Configurable business documents, including Electronic reporting.

• Finance insights.

Learning Path 3: Describe shared features

• Security capabilities

• Workflow capabilities

• The concept of batch jobs

• Organizations and legal entities

• Global address book

• Alerts

• Number sequences

• Attachments

Learning Path 4: Describe Dynamics 365 Finance core capabilities

• Finance capabilities and features

• Reporting currency and accounting currency

• Tax capabilities

• Electronic payment formats

Learning Path 5: Describe general ledgers and cash and bank management 

• The concept of a fiscal calendar and a ledger calendar

• Charts of accounts, including main accounts

• Financial dimensions, dimension sets, and financial tags concepts

• The accounting structure

• Financial journal concepts

• Financial reporting capabilities

• Cash and bank management concepts

• Use cases for allocations and accruals

• Periodic financial processes

Learning Path 6: Describe accounts payables and accounts receivables

• Payment setups for vendors

• Core accounts payable components

• Vendor posting profiles

• Vendor payments and settlements

• Core accounts receivable components

• Customer/vendor netting

• Credit management processes

• The collection process

   

Learning Path 7: Describe expense management, fixed assets, and budgeting

• Expense management capabilities

• Fixed asset management capabilities

• Budgeting capabilities