COURSE OVERVIEW
WE OFFER
- Instructor-led Classroom-based & Live Virtual Online Training
- Hands-on Training
- Free Study Material
- Lab Exercises
- Unlimited Lab Access
- 100 % Passing Guarantee or Free Re-training
COURSE INFORMATION
- Fast Track
Days: Monday-Friday
Duration: 5 days - Slow Track
Days: Saturdays / Sundays / Evenings
Duration: 5 Weeks
Study Modes:
- Classroom / On-site
- Live Virtual
Finance and Operations Training Course
For More information call us on
0208 123 7574
COURSE INSIGHT
Organisations utilise Dynamics 365 for Finance and Operations to improve financial productivity by boosting profitability, maximising employee efficiency, lowering operational expenditures, swiftly adjusting to needing changes, and simplifying asset management. During this training session, you will learn how to create and operate core revenue management elements such as accounts payable, receivable, and collections in Dynamics 365 for Finance and Operation. In addition, you will learn how to set up and use budgets, fixed assets, and extra Dynamics capability. In this program, you will learn about the financial management features of Dynamics 365 for Finance and Operations. You will know the Advantages of Financial Management, Management of finances and Module synopsis. After completing this course, you will be acquainted with finance and operations modules on economic management and its general features and functioning.
COURSE OUTLINE
- Benefits of financial management
- Financial management
- Module summary
- Introduction
- Setup legal entity currencies and conversions
- Configure and import currency exchange rates
- Practice lab
- Module summary
- Introduction
- Create fiscal calendars, years and periods
- Create date intervals
- Practice lab
- Module summary
- Introduction
- Define and configure the chart of accounts
- Define and configure the financial dimensions
- Define and configure account structures and rules
- Practice labs
- Module summary
- Journals and their setup
- Configure ledger and journal setup
- User journals
- Practice lab
- Module summary
- Introduction
- Bank transaction types and groups
- Setup cash and bank management parameters
- Configure banks and bank checks
- Deposit and refund checks
- Cash flow
- Practice Labs
- Module summary
- Make deposits and perform payment reversals
- Use cash and bank management workspaces
- Practice Labs
- Module summary
- Introduction
- Configure letters of credit
- Configure letters of guarantee
- Module summary
- Learn about general ledger processes
- Create voucher templates
- Setup journal controls
- Practice Lab
- Module summary
- Setup and use intercompany accounting
- Practice Lab
- Module Summary
- Introduction
- Configure and apply accrual schemes
- Configure ledger allocation rules
- Practice labs
- Module summary
- Understand tax engine components
- Practice lab
- Module summary
- Understand Task recorder functionality
- Configure accounts payable parameters
- Create and maintain vendors
- Configure accounts payable charges
- Configure and use positive pay
- Practice Lab
- Module Summary
- Introduction
- Process orders, invoices, and payments
- Manage and apply prepayments
- Practice Labs
- Module summary
- Introduction
- Settle transaction and undo settlements
- Distribute funds
- Configure invoice validation policies
- Practice labs
- Module summary
- Configure accounts receivable
- Create and maintain customers
- Setup customer posting profiles
- Configure accounts receivable charges
- Practice Lab
- Module summary
- Create free text invoices and record customer payments
- Settle transactions and undo settlement
- Practice Lab
- Module summary
- Introduction
- Configure credit and collections components
- Setup and manage interest
- Waive, reinstate or reverse
- Setup and manage collection letters
- Practice Lab
- Module Summary
- Introduction
- Understand how to process collections
- Manage customer credit and collections
- Practice Labs
- Module Summary
- Introduction
- Manage post dated checks
- Practice Labs
- Module Summary
- Configure basic budgeting components
- Configure budget control components
- Create and test budget registry entries
- Use inquiries and reports
- Practice Labs
- Module summary
- Introduction
- Configure budget planning components
- Practice Lab
- Module summary
- Introduction
- Configure fixed asset components
- Enable fixed asset integration
- Create fixed assets
- Practice labs
- Module summary
- Introduction
- Perform fixed assets tasks
- Practice labs
- Module summary
- Introduction
- Cost control workspace
- Practice lab
- Module summary
- Introduction
- Bank reconciliations
- Configure financial period close
- Prepare periodic filings
- Run foreign currency revaluation processes
- Perform financial consolidations
- Process end of year close
- Practice Labs
- Module summary
- Introduction
- Configure electronic reporting
- Formula designer in electronic reporting
- Practice Lab
- Module summary
- Introduction
- Localization and regulatory features
- Classification of Mexican localization features
- Understand the global tax engine
- Understand the features of fiscal establishments and documents for Brazilian localization
- Bill of Exchange
- Electronic Invoices
- Practice Labs
- Module summary
- Introduction
- Setup funds for the public sector
- Setup derived financial hierarchies
- Configure billing codes for free text invoices
- Practice Labs
- Module summary
Benefits of a Finance and Operations Training Certification
- Gain a highly recognised, on-demand accreditation of excellence
- Differentiate yourself in a crowded market
- Execute tasks with confidence and skills
- Attain higher wages and billable rates with a highly valued credential
Dates And Prices
| Start Date | Timing | Days | Duration | Mode Of Training | Request Price/Future Dates |
|---|---|---|---|---|---|
| 18.03.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 25.03.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 27.03.2024 | 10:00 – 18:00 | Wed only | 5 Weeks | Classroom Based / Live Virtual Online | |
| 15.04.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 17.04.2024 | 10:00 – 18:00 | Wed only | 5 Weeks | Classroom Based / Live Virtual Online | |
| 22.04.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 29.04.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 01.05.2024 | 10:00 – 18:00 | Wed only | 5 Weeks | Classroom Based / Live Virtual Online | |
| 06.05.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 13.05.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 15.05.2024 | 10:00 – 18:00 | Wed only | 5 Weeks | Classroom Based / Live Virtual Online | |
| 20.05.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 27.05.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 29.05.2024 | 10:00 – 18:00 | Wed only | 5 Weeks | Classroom Based / Live Virtual Online | |
| 03.06.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 10.06.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 12.06.2024 | 10:00 – 18:00 | Wed only | 5 Weeks | Classroom Based / Live Virtual Online | |
| 17.06.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 24.06.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 26.06.2024 | 10:00 – 18:00 | Wed only | 5 Weeks | Classroom Based / Live Virtual Online | |
| 01.07.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 08.07.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 10.07.2024 | 10:00 – 18:00 | Wed only | 5 Weeks | Classroom Based / Live Virtual Online | |
| 15.07.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 22.07.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 24.07.2024 | 10:00 – 18:00 | Wed only | 5 Weeks | Classroom Based / Live Virtual Online | |
| 29.07.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 05.08.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 07.08.2024 | 10:00 – 18:00 | Wed only | 5 Weeks | Classroom Based / Live Virtual Online | |
| 12.08.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 19.08.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 21.08.2024 | 10:00 – 18:00 | Wed only | 5 Weeks | Classroom Based / Live Virtual Online | |
| 26.08.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 02.09.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 04.09.2024 | 10:00 – 18:00 | Wed only | 5 Weeks | Classroom Based / Live Virtual Online | |
| 09.09.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 16.09.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 18.09.2024 | 10:00 – 18:00 | Wed only | 5 Weeks | Classroom Based / Live Virtual Online | |
| 23.09.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online | |
| 30.09.2024 | 10:00 – 18:00 | Mon - Fri | 5 Days | Classroom Based / Live Virtual Online |
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