Module 1: Overview of Dynamics 365 Finance

• Introduction
• Overview of Dynamics 365 Finance Features and capabilities
• Core components of Dynamics 365 Finance
• Overview of financial management modules in Dynamics 365 Finance
• Benefits of Dynamics 365 Finance

Module 2: Set up and configure financial management

• Introduction
• Create and configure new legal entity
• Define and configure the chart of accounts
• Configure ledgers and currencies
• Implement and manage journals
• Implement and manage cash and bank
• Implement cost accounting and cost management
• Perform periodic processes
• Configure, collect, and report taxes

Module 3: Implement and manage shared configuration for A/P and A/R

• Introduction
• Configure Terms of payment
• Configure payment days, and payment schedules
• Configure Cash discounts
• Configure Payment calendar
• Configure Payment fees

Module 4: Implement and manage accounts payable

• Introduction
• Create and maintain Accounts payable method of payments
• Create and maintain Vendor groups and vendors
• Create and configure vendor posting profile
• Configure invoice validation policies
• Process orders, invoices, and payments
• Enable and test vendor collaboration portal for a vendor
• Configure accounts payable charges
• Configure and use Positive pay

Module 5: Implement and manage expense management

• Introduction
• Configure and use expense management

Module 6: Implement and manage accounts receivable and credit and collections

• Introduction
• Configure Method of Payment
• Create and maintain Customer groups and customers
• Create and configure customer posting profile
• Process orders, invoices, and payments
• Configure Accounts receivable charges
• Manage credit and collections
• Configure revenue recognition

Module 7: Configure and manage budgeting

• Introduction
• Configure and use basic budgeting
• Configure and use budget controls
• Create and configure registry entries
• Configure and use budget planning

Module 8: Configure and manage fixed assets

• Introduction
• Configure Fixed assets components
• Manage Fixed assets
• Fixed asset acquisition, depreciation and disposal
• Fixed asset integration