Course Format & Delivery Details Learn Anywhere, Anytime – Designed for Maximum Flexibility and Peace of Mind
Our self-paced online learning platform gives you immediate access to the full course content, allowing you to begin your transformation right away. Once enrolled, you will receive a confirmation email, and your access credentials will be sent separately as soon as the course materials are prepared. This ensures a smooth, reliable start from day one. Fully On-Demand with No Time Constraints
This is not a course tied to schedules or time zones. There are no deadlines, mandatory live sessions, or fixed start dates. You control your learning journey completely. Whether you're studying early in the morning, during lunch breaks, or after work hours, the platform adapts to your life – not the other way around. Typical Completion Time: 8–12 Weeks (Accelerate at Your Own Pace)
Most learners complete the course within 8 to 12 weeks by dedicating 3 to 5 hours per week. However, because the structure is modular and bite-sized, many report seeing actionable results in less than 30 days. Finance professionals implement new reporting workflows by week two, operations analysts master budgeting tools by week four, and IT consultants configure custom dashboards by week six. Lifetime Access – With All Future Updates Included at No Extra Cost
When you enroll, you don’t just gain temporary access – you receive lifetime entry to the entire curriculum. Microsoft Dynamics 365 evolves constantly, and so does this course. All updates, new modules, revised workflows, and expanded case studies are delivered automatically and free of charge. Your knowledge stays current, relevant, and powerful – forever. Optimised for 24/7 Global Access – Fully Mobile-Friendly
Access your course from any device, anywhere in the world. The responsive design works flawlessly on desktops, tablets, and smartphones. Study during commutes, client meetings, or at home. No downloads, no software installations – just open your browser and continue where you left off. Expert-Led Support: Direct Guidance When You Need It
You're never alone. Our instructor support system provides timely, practical answers to technical questions, implementation challenges, and conceptual roadblocks. This is not an automated chatbot or ticket queue – real experts with deep industry experience respond personally to ensure your progress never stalls. Certificate of Completion Issued by The Art of Service
Upon finishing the course, you will earn a Certificate of Completion issued by The Art of Service. This globally recognised credential is trusted by professionals in over 148 countries. It validates your mastery of Microsoft Dynamics 365 for Finance and Operations and demonstrates your commitment to career excellence. Share it on LinkedIn, add it to your resume, or submit it for professional development credits with confidence. Transparent, One-Time Pricing – No Hidden Fees Ever
The price you see is the price you pay. There are no recurring charges, surprise fees, or upsells. What you get is exactly what’s listed – comprehensive training, lifetime access, instructor support, and a respected certificate, all for a single, upfront investment. Accepted Payment Methods
- Visa
- Mastercard
- PayPal
100% Money-Back Guarantee – Enrol Risk-Free
We are so confident in the value of this course that we offer a full money-back guarantee. If you find the content isn't delivering immediate, tangible benefits, simply reach out within 30 days for a prompt refund. No forms, no hassle – just peace of mind that your investment is protected. Will This Work for Me? Let’s Address the Biggest Question Head-On
Absolutely – and here’s why. This program is designed for real-world application across roles and experience levels. Whether you're a junior accountant looking to move into financial analysis, an ERP consultant aiming to specialise, or a operations director seeking greater control over forecasting and compliance, this course gives you the exact tools you need. One learner, Maria from Zurich, was transitioning from SAP to Microsoft systems. She had no prior experience with Dynamics 365. Within two months, she configured a complete general ledger setup for her team and led the migration project successfully. Today, she leads Dynamics implementation for her entire division. Another, David from Sydney, was a mid-level controller using Excel for budgeting. After completing the Financial Planning and Budgeting module, he built a real-time forecast model in Dynamics 365 that reduced close time by 40%. His performance review the following quarter included a promotion. This works even if: you've never touched Microsoft Dynamics before, you're unsure how finance modules integrate with operations, you're not in IT but need to collaborate with technical teams, or you’ve tried other courses that left you confused or overwhelmed. We reverse the risk completely. You invest in your future with confidence. You gain access, knowledge, support, and a globally respected certificate. And if it doesn’t exceed your expectations, you get your money back. The only thing you have to lose is the opportunity to advance your career faster than you thought possible.
Extensive & Detailed Course Curriculum
Module 1: Foundations of Microsoft Dynamics 365 for Finance and Operations - Introduction to Dynamics 365: Core Capabilities and Enterprise Value
- Understanding the Unified Data Architecture and Business Logic
- Key Differences Between On-Premises and Cloud ERP
- Overview of Finance vs Operations Functionalities
- Navigating the User Interface: Menus, Workspaces, and Dashboards
- Setting Up User Roles and Security Permissions
- Organizational Structure: Legal Entities, Operating Units, and Dimensions
- Configuring Company Information and Legal Registrations
- Fundamentals of Data Management and Entity Stores
- Importing Initial Master Data: Charts of Accounts, Vendors, and Customers
- Understanding Number Sequences and System Identifiers
- Using Help and Documentation Tools Effectively
- Common Pitfalls to Avoid in Initial Setup
- Setting Personal Preferences and User Options
- Mastering the Search and Filter System
Module 2: Financial Architecture and Chart of Accounts Design - Design Principles for a Scalable Chart of Accounts
- Defining Main Accounts and Account Structures
- Configuring Account Structures with Financial Dimensions
- Naming Conventions and Coding Strategies for Consistency
- Setting Up Default Ledger Accounts for Posting
- Defining Ledger Types and Purpose
- Using Account Templates for Rapid Deployment
- Validating Account Combinations and Blocking Invalid Entries
- Creating and Managing Department, Cost Center, and Project Dimensions
- Implementing Global vs Local Dimensions
- Setting Up Intercompany Accounting Rules
- Defining Posting Profiles for Automatic General Ledger Updates
- Configuring Journal Names and Approval Requirements
- Setting Up Encumbrance Accounting Parameters
- Mapping Legacy Chart of Accounts to Dynamics 365
Module 3: General Ledger and Period-End Processes - Creating and Posting General Journals
- Using Journal Templates and Batches Efficiently
- Configuring Ledger Posting Groups
- Managing Recurring Journals for Automation
- Performing Allocations and Pro-rations Across Dimensions
- Running Trial Balance Reports and Variance Checks
- Setting Up Periods and Fiscal Calendars
- Closing Month-End Processes Step by Step
- Handling Adjusting Entries and Accruals
- Processing Deferrals and Amortisations
- Opening and Reopening Accounting Periods Safely
- Using Financial Reports Hub for Real-Time Monitoring
- Configuring Financial Statement Reports (Income Statement, Balance Sheet)
- Setting Up Report Formats Using Electronic Reporting (ER)
- Preparing for Quarterly and Annual Financial Audits
- Using the Audit Trail Report for Compliance
- Reversing Journal Entries with Complete Traceability
- Using the General Ledger Workspace for Daily Oversight
Module 4: Accounts Payable and Vendor Management - Setting Up Vendor Groups and Payment Journals
- Creating and Maintaining Vendor Master Data
- Configuring 1099 and Tax Reporting for Vendors
- Defining Payment Methods, Days, and Terms
- Setting Up Payment Journals with Bank Integration Rules
- Processing Invoice Journals and Matching to Purchase Orders
- Understanding Three-Way Matching: PO, Receipt, and Invoice
- Automating Invoice Approvals Using Workflow
- Handling Prepayments and Down Payments
- Managing Vendor Invoices in Multiple Currencies
- Using Invoice Register and Pending Vendor Invoices Reports
- Setting Up Vendor Collaboration Portals
- Managing Withholding Tax and VAT/GST on Payables
- Processing Payments via Check, Wire, and EFT
- Reconciling Vendor Statements and Clearing Open Items
- Using Vendor Aging Reports for Cash Flow Planning
- Analysing Vendor Performance with Spend Reports
Module 5: Accounts Receivable and Customer Management - Setting Up Customer Groups and Account Structure
- Creating and Managing Customer Master Data
- Configuring Credit Limits and Credit Checking Rules
- Setting Up Payment Terms and Due Date Calculations
- Processing Customer Invoices from Sales Orders
- Using Free Text Invoices for Non-Inventory Sales
- Setting Up and Using Customer Payment Journals
- Processing Cash Receipts and Applying to Invoices
- Handling Partial Payments and Write-offs
- Using Statement Journals to Generate Customer Statements
- Managing Collection Efforts with Collection Letters
- Automating Collections Using Workflow Rules
- Configuring Interest Codes for Late Payments
- Handling Returns and Credit Notes
- Using Customer Aging Reports for Cash Forecasting
- Monitoring Outstanding Balances with Dashboards
- Integrating Customer Portal for Self-Service Payments
- Analysing Customer Profitability by Product Line
Module 6: Bank Management and Cash Flow Control - Setting Up Bank Accounts and Branch Information
- Configuring Bank Parameters and Transaction Types
- Creating Bank Groups and Payment Groups
- Setting Up Bank Reconciliation Journals
- Importing Bank Statements via File Formats
- Automating Reconciliation Using Matching Rules
- Manually Reconciling Transactions with Precision
- Handling Unidentified Deposits and Charges
- Printing Checks and Managing Check Stubs
- Configuring Electronic Bank Transfers (EFT)
- Setting Up Positive Pay Files for Fraud Prevention
- Monitoring Cash Flow with Bank Forecast Reports
- Using Liquidity Budgets for Cash Position Planning
- Integrating with Treasury Management Systems
- Managing Foreign Currency Bank Accounts
- Reconciling Multi-Currency Transactions Accurately
- Generating Bank Transaction Reports for Audits
Module 7: Fixed Assets and Depreciation Management - Setting Up Fixed Asset Groups and Categories
- Creating and Acquiring New Fixed Assets
- Configuring Depreciation Profiles and Methods
- Setting Up Conventions: Half-Year, Full Month, etc.
- Posting Acquisition and Capitalisation Journals
- Running Depreciation Simulations Before Posting
- Processing Periodic and Year-End Depreciation
- Handling Asset Transfers Between Departments
- Managing Asset Revisions and Cost Adjustments
- Processing Disposals and Scrappings
- Calculating Gains and Losses on Disposal
- Reinstating Retired Assets When Necessary
- Using Fixed Asset Registers and Labels
- Generating Fixed Asset Reports for Tax Filings
- Integrating with Tax Authorities Using Electronic Reporting
- Tracking Leased vs Owned Assets
- Managing Capital Projects and Construction in Progress
- Using the Fixed Assets Workspace for Daily Oversight
Module 8: Cost Accounting and Reporting - Setting Up Costing Journals and Ledger Accounts
- Defining Cost Categories and Hierarchy
- Allocating Overhead Costs Across Departments
- Using Cost Distribution Rules for Accuracy
- Setting Up Cost Objectives and Profit Centers
- Tracking Direct and Indirect Costs by Project
- Creating Cost Centre Reports and Variance Analysis
- Integrating Cost Data with General Ledger
- Running Standard vs Actual Cost Comparisons
- Analysing Cost Trends and Efficiency Metrics
- Using Cost Budgets for Performance Monitoring
- Generating Profitability Reports by Region and Product
- Linking Cost Data to Operational Workflows
- Setting Up User-Defined Dimensions for Custom Reporting
- Using Cost Rollup Calculations
- Exporting Cost Reports to Excel for Further Analysis
Module 9: Budgeting and Financial Forecasting - Setting Up Budget Models and Planning Scenarios
- Creating Organisational Budget Hierarchies
- Configuring Budget Reservation and Control Rules
- Setting Up Budget Codes and Categories
- Defining Budget Periods and Rolling Forecasts
- Creating Budgets Using Templates and Formulas
- Importing Budget Data from Excel Safely
- Using Budget Workflows for Approval Chains
- Configuring Preventive vs Warning Budget Controls
- Posting Transactions Against Budget Reservations
- Monitoring Budget Utilisation in Real Time
- Generating Budget vs Actual Reports
- Analysing Forecast Accuracy and Trends
- Using Scenario Manager for What-If Planning
- Integrating Budgets with Project Management
- Setting Up Departmental and Divisional Budgets
- Reporting Budget Results to Executive Leadership
Module 10: Financial Reporting with Electronic Reporting (ER) - Introduction to Electronic Reporting Architecture
- Creating Data Models for Financial Exports
- Designing Report Layouts Using Templates
- Configuring ER Formats for Tax and Compliance
- Generating VAT Returns Using Predefined Formats
- Exporting Trial Balances to Regulatory Bodies
- Setting Up Localised Reports for Global Entities
- Validating ER Outputs Before Submission
- Using ER for Audit File Logging (AFL)
- Integrating with Government Portals for e-Filing
- Automating Monthly Reporting Cycles
- Customising Reports for Internal Stakeholders
- Using Excel-Based Report Designs in ER
- Testing and Debugging ER Configurations
- Versioning and Managing Report Updates
- Scheduling Automatic Report Generation
Module 11: Intercompany and Multinational Operations - Setting Up Intercompany Trading Partners
- Configuring Intercompany Posting Rules
- Creating Auto-Generated Intercompany Journals
- Handling Cross-Border Transactions and Reporting
- Managing Local GAAP vs Consolidation GAAP Differences
- Setting Up Multinational Chart of Accounts
- Using Legal Entity Consolidation Tools
- Generating Intercompany Reconciliation Reports
- Resolving Intercompany Balancing Entries
- Configuring Automated Currency Translation
- Setting Up Additional Reporting Currencies
- Managing Fiscal Calendars Across Regions
- Handling Tax Jurisdictions in Multiple Countries
- Using Global Address Book for Centralised Data
- Implementing Data Residency and Compliance Rules
- Supporting Multi-Language Financial Labels
Module 12: Project Management and Accounting - Setting Up Project Types and Categories
- Creating New Projects with Budgets and Timelines
- Defining Project Owners and Team Members
- Configuring Hourly and Expense Billing Rules
- Setting Up Time and Expense Workflows
- Automating Time Entry Approvals
- Linking Project Tasks to General Ledger Accounts
- Accruing Revenue Using Percentage of Completion
- Managing Project WIP (Work in Progress)
- Reporting Project Profitability by Manager
- Setting Up Project Estimates and Forecast Overrides
- Tracking Project Costs Against Budgets
- Generating Project Invoices Automatically
- Using Project Workspaces for Daily Monitoring
- Integrating Projects with Resource Management
- Forecasting Future Project Capacity
- Creating Project Dashboards for Executives
Module 13: Inventory and Product Management for Finance - Understanding Item Groups and Product Hierarchies
- Setting Up Ledger Posting Groups for Inventory
- Configuring BOM (Bill of Materials) Components
- Managing Inventory Costing Methods (FIFO, Weighted Avg)
- Linking Inventory to General Ledger Automatically
- Using Item Pricing and Trade Agreements
- Setting Up Charge Codes for Additional Costs
- Revaluing Inventory Periodically
- Posting Inventory Adjustments and Storeroom Transfers
- Running Physical Inventory Counts
- Using Inventory Closing Processes for Accurate Reporting
- Generating Inventory Valuation Reports
- Analysing Stock Turnover and Obsolescence
- Integrating Inventory Insights with Financial Forecasts
- Managing Non-Inventory Items and Services
- Tracking Serial and Batch Numbers for Compliance
Module 14: Manufacturing and Production Accounting - Setting Up Routing and Production Orders
- Configuring Cost Categories for Labour and Overhead
- Posting Production Journals: Start, Report, End
- Accumulating Manufacturing Variances
- Using Work-in-Process (WIP) Reporting
- Reconciling Production Costs with General Ledger
- Calculating Standard vs Actual Production Costs
- Managing Scrap and Rework Costs
- Setting Up Co-Products and By-Products
- Reporting Plant-Level Profitability
- Integrating Shop Floor Data with Finance
- Using Manufacturing Key Performance Indicators
- Automating Cost Rollup for Finished Goods
- Generating Production Efficiency Reports
- Handling Make vs Buy Decisions Financially
Module 15: Integration with Power Platform and Analytics - Connecting Dynamics 365 to Power BI
- Creating Interactive Financial Dashboards
- Using Power Query to Clean Financial Data
- Building Real-Time KPIs for Leadership
- Scheduling Automated Report Distribution
- Using Power Automate for Financial Alerts
- Triggering Approvals Based on Thresholds
- Creating Daily Cash Position Notifications
- Integrating with SharePoint for Document Management
- Using Power Apps to Extend Finance Workflows
- Building Custom Forms for Manager Submissions
- Deploying Audit-Ready Data Archives
- Setting Up Data Gateways for On-Prem Connectors
- Securing Data Sharing with Role-Based Access
- Monitoring Integration Health and Errors
- Using AI Insights for Anomaly Detection
- Exporting Financial Trends to Executive Portals
Module 16: Security, Compliance, and Audit Readiness - Designing Role-Based Security Models
- Assigning Segregation of Duties (SoD)
- Creating Custom Security Roles for Finance Teams
- Using Data Policies for Field-Level Security
- Setting Up Audit Policies and Event Tracking
- Generating Audit Trail Reports
- Monitoring User Login and Data Access
- Using Email Notifications for Sensitive Actions
- Complying with SOX, GDPR, and Local Regulations
- Documenting System Configuration for Internal Audits
- Preparing User Acceptance Testing (UAT) Scripts
- Conducting Periodic Access Reviews
- Using Configuration Checklists for Control
- Generating Compliance Scorecards
- Archiving Financial Records for Long-Term Retention
- Managing User Deactivation and Offboarding
Module 17: System Configuration and Maintenance - Performing Daily System Health Checks
- Monitoring Batch Job Status and Errors
- Clearing Stuck Workflows and Approvals
- Configuring Email Integration for Notifications
- Setting Up Document Handling and Attachments
- Managing Data Import/Export Using Data Entities
- Using Data Management Workspace for Control
- Scheduling Recurring Data Jobs
- Validating Data Before Migration
- Reindexing and Optimising Database Performance
- Setting Up Alerts for Threshold Breaches
- Using System Diagnostics Tools
- Monitoring Disk Usage and Service Capacity
- Planning for Maintenance Windows
- Documenting System Changes and Rationale
- Applying Configuration Updates Safely
Module 18: Final Implementation, Certification & Next Steps - Conducting End-to-End System Walkthrough
- Validating All Financial Processes Post-Setup
- Running Parallel Testing with Legacy Systems
- Creating Training Materials for End Users
- Developing a Post-Go-Live Support Plan
- Using Feedback Loops to Optimize Workflows
- Preparing for Phased Rollout Across Divisions
- Measuring ROI After System Deployment
- Establishing Continuous Improvement Cycles
- Documenting Best Practices for Knowledge Transfer
- Setting Up Internal Dynamics 365 Champions
- Accessing Official Microsoft Learning Paths
- Pursuing Advanced Certifications (e.g. MB-310)
- Joining Professional User Communities
- Optimising Career Profile with New Found Skills
- Adding Your Certificate of Completion to LinkedIn
- Leveraging Your New Expertise in Salary Negotiations
- Preparing Case Studies for Future Interviews
- Enrolling in Expert-Led Follow-Up Programs
- Receiving Lifetime Updates and New Curriculum Modules
Module 1: Foundations of Microsoft Dynamics 365 for Finance and Operations - Introduction to Dynamics 365: Core Capabilities and Enterprise Value
- Understanding the Unified Data Architecture and Business Logic
- Key Differences Between On-Premises and Cloud ERP
- Overview of Finance vs Operations Functionalities
- Navigating the User Interface: Menus, Workspaces, and Dashboards
- Setting Up User Roles and Security Permissions
- Organizational Structure: Legal Entities, Operating Units, and Dimensions
- Configuring Company Information and Legal Registrations
- Fundamentals of Data Management and Entity Stores
- Importing Initial Master Data: Charts of Accounts, Vendors, and Customers
- Understanding Number Sequences and System Identifiers
- Using Help and Documentation Tools Effectively
- Common Pitfalls to Avoid in Initial Setup
- Setting Personal Preferences and User Options
- Mastering the Search and Filter System
Module 2: Financial Architecture and Chart of Accounts Design - Design Principles for a Scalable Chart of Accounts
- Defining Main Accounts and Account Structures
- Configuring Account Structures with Financial Dimensions
- Naming Conventions and Coding Strategies for Consistency
- Setting Up Default Ledger Accounts for Posting
- Defining Ledger Types and Purpose
- Using Account Templates for Rapid Deployment
- Validating Account Combinations and Blocking Invalid Entries
- Creating and Managing Department, Cost Center, and Project Dimensions
- Implementing Global vs Local Dimensions
- Setting Up Intercompany Accounting Rules
- Defining Posting Profiles for Automatic General Ledger Updates
- Configuring Journal Names and Approval Requirements
- Setting Up Encumbrance Accounting Parameters
- Mapping Legacy Chart of Accounts to Dynamics 365
Module 3: General Ledger and Period-End Processes - Creating and Posting General Journals
- Using Journal Templates and Batches Efficiently
- Configuring Ledger Posting Groups
- Managing Recurring Journals for Automation
- Performing Allocations and Pro-rations Across Dimensions
- Running Trial Balance Reports and Variance Checks
- Setting Up Periods and Fiscal Calendars
- Closing Month-End Processes Step by Step
- Handling Adjusting Entries and Accruals
- Processing Deferrals and Amortisations
- Opening and Reopening Accounting Periods Safely
- Using Financial Reports Hub for Real-Time Monitoring
- Configuring Financial Statement Reports (Income Statement, Balance Sheet)
- Setting Up Report Formats Using Electronic Reporting (ER)
- Preparing for Quarterly and Annual Financial Audits
- Using the Audit Trail Report for Compliance
- Reversing Journal Entries with Complete Traceability
- Using the General Ledger Workspace for Daily Oversight
Module 4: Accounts Payable and Vendor Management - Setting Up Vendor Groups and Payment Journals
- Creating and Maintaining Vendor Master Data
- Configuring 1099 and Tax Reporting for Vendors
- Defining Payment Methods, Days, and Terms
- Setting Up Payment Journals with Bank Integration Rules
- Processing Invoice Journals and Matching to Purchase Orders
- Understanding Three-Way Matching: PO, Receipt, and Invoice
- Automating Invoice Approvals Using Workflow
- Handling Prepayments and Down Payments
- Managing Vendor Invoices in Multiple Currencies
- Using Invoice Register and Pending Vendor Invoices Reports
- Setting Up Vendor Collaboration Portals
- Managing Withholding Tax and VAT/GST on Payables
- Processing Payments via Check, Wire, and EFT
- Reconciling Vendor Statements and Clearing Open Items
- Using Vendor Aging Reports for Cash Flow Planning
- Analysing Vendor Performance with Spend Reports
Module 5: Accounts Receivable and Customer Management - Setting Up Customer Groups and Account Structure
- Creating and Managing Customer Master Data
- Configuring Credit Limits and Credit Checking Rules
- Setting Up Payment Terms and Due Date Calculations
- Processing Customer Invoices from Sales Orders
- Using Free Text Invoices for Non-Inventory Sales
- Setting Up and Using Customer Payment Journals
- Processing Cash Receipts and Applying to Invoices
- Handling Partial Payments and Write-offs
- Using Statement Journals to Generate Customer Statements
- Managing Collection Efforts with Collection Letters
- Automating Collections Using Workflow Rules
- Configuring Interest Codes for Late Payments
- Handling Returns and Credit Notes
- Using Customer Aging Reports for Cash Forecasting
- Monitoring Outstanding Balances with Dashboards
- Integrating Customer Portal for Self-Service Payments
- Analysing Customer Profitability by Product Line
Module 6: Bank Management and Cash Flow Control - Setting Up Bank Accounts and Branch Information
- Configuring Bank Parameters and Transaction Types
- Creating Bank Groups and Payment Groups
- Setting Up Bank Reconciliation Journals
- Importing Bank Statements via File Formats
- Automating Reconciliation Using Matching Rules
- Manually Reconciling Transactions with Precision
- Handling Unidentified Deposits and Charges
- Printing Checks and Managing Check Stubs
- Configuring Electronic Bank Transfers (EFT)
- Setting Up Positive Pay Files for Fraud Prevention
- Monitoring Cash Flow with Bank Forecast Reports
- Using Liquidity Budgets for Cash Position Planning
- Integrating with Treasury Management Systems
- Managing Foreign Currency Bank Accounts
- Reconciling Multi-Currency Transactions Accurately
- Generating Bank Transaction Reports for Audits
Module 7: Fixed Assets and Depreciation Management - Setting Up Fixed Asset Groups and Categories
- Creating and Acquiring New Fixed Assets
- Configuring Depreciation Profiles and Methods
- Setting Up Conventions: Half-Year, Full Month, etc.
- Posting Acquisition and Capitalisation Journals
- Running Depreciation Simulations Before Posting
- Processing Periodic and Year-End Depreciation
- Handling Asset Transfers Between Departments
- Managing Asset Revisions and Cost Adjustments
- Processing Disposals and Scrappings
- Calculating Gains and Losses on Disposal
- Reinstating Retired Assets When Necessary
- Using Fixed Asset Registers and Labels
- Generating Fixed Asset Reports for Tax Filings
- Integrating with Tax Authorities Using Electronic Reporting
- Tracking Leased vs Owned Assets
- Managing Capital Projects and Construction in Progress
- Using the Fixed Assets Workspace for Daily Oversight
Module 8: Cost Accounting and Reporting - Setting Up Costing Journals and Ledger Accounts
- Defining Cost Categories and Hierarchy
- Allocating Overhead Costs Across Departments
- Using Cost Distribution Rules for Accuracy
- Setting Up Cost Objectives and Profit Centers
- Tracking Direct and Indirect Costs by Project
- Creating Cost Centre Reports and Variance Analysis
- Integrating Cost Data with General Ledger
- Running Standard vs Actual Cost Comparisons
- Analysing Cost Trends and Efficiency Metrics
- Using Cost Budgets for Performance Monitoring
- Generating Profitability Reports by Region and Product
- Linking Cost Data to Operational Workflows
- Setting Up User-Defined Dimensions for Custom Reporting
- Using Cost Rollup Calculations
- Exporting Cost Reports to Excel for Further Analysis
Module 9: Budgeting and Financial Forecasting - Setting Up Budget Models and Planning Scenarios
- Creating Organisational Budget Hierarchies
- Configuring Budget Reservation and Control Rules
- Setting Up Budget Codes and Categories
- Defining Budget Periods and Rolling Forecasts
- Creating Budgets Using Templates and Formulas
- Importing Budget Data from Excel Safely
- Using Budget Workflows for Approval Chains
- Configuring Preventive vs Warning Budget Controls
- Posting Transactions Against Budget Reservations
- Monitoring Budget Utilisation in Real Time
- Generating Budget vs Actual Reports
- Analysing Forecast Accuracy and Trends
- Using Scenario Manager for What-If Planning
- Integrating Budgets with Project Management
- Setting Up Departmental and Divisional Budgets
- Reporting Budget Results to Executive Leadership
Module 10: Financial Reporting with Electronic Reporting (ER) - Introduction to Electronic Reporting Architecture
- Creating Data Models for Financial Exports
- Designing Report Layouts Using Templates
- Configuring ER Formats for Tax and Compliance
- Generating VAT Returns Using Predefined Formats
- Exporting Trial Balances to Regulatory Bodies
- Setting Up Localised Reports for Global Entities
- Validating ER Outputs Before Submission
- Using ER for Audit File Logging (AFL)
- Integrating with Government Portals for e-Filing
- Automating Monthly Reporting Cycles
- Customising Reports for Internal Stakeholders
- Using Excel-Based Report Designs in ER
- Testing and Debugging ER Configurations
- Versioning and Managing Report Updates
- Scheduling Automatic Report Generation
Module 11: Intercompany and Multinational Operations - Setting Up Intercompany Trading Partners
- Configuring Intercompany Posting Rules
- Creating Auto-Generated Intercompany Journals
- Handling Cross-Border Transactions and Reporting
- Managing Local GAAP vs Consolidation GAAP Differences
- Setting Up Multinational Chart of Accounts
- Using Legal Entity Consolidation Tools
- Generating Intercompany Reconciliation Reports
- Resolving Intercompany Balancing Entries
- Configuring Automated Currency Translation
- Setting Up Additional Reporting Currencies
- Managing Fiscal Calendars Across Regions
- Handling Tax Jurisdictions in Multiple Countries
- Using Global Address Book for Centralised Data
- Implementing Data Residency and Compliance Rules
- Supporting Multi-Language Financial Labels
Module 12: Project Management and Accounting - Setting Up Project Types and Categories
- Creating New Projects with Budgets and Timelines
- Defining Project Owners and Team Members
- Configuring Hourly and Expense Billing Rules
- Setting Up Time and Expense Workflows
- Automating Time Entry Approvals
- Linking Project Tasks to General Ledger Accounts
- Accruing Revenue Using Percentage of Completion
- Managing Project WIP (Work in Progress)
- Reporting Project Profitability by Manager
- Setting Up Project Estimates and Forecast Overrides
- Tracking Project Costs Against Budgets
- Generating Project Invoices Automatically
- Using Project Workspaces for Daily Monitoring
- Integrating Projects with Resource Management
- Forecasting Future Project Capacity
- Creating Project Dashboards for Executives
Module 13: Inventory and Product Management for Finance - Understanding Item Groups and Product Hierarchies
- Setting Up Ledger Posting Groups for Inventory
- Configuring BOM (Bill of Materials) Components
- Managing Inventory Costing Methods (FIFO, Weighted Avg)
- Linking Inventory to General Ledger Automatically
- Using Item Pricing and Trade Agreements
- Setting Up Charge Codes for Additional Costs
- Revaluing Inventory Periodically
- Posting Inventory Adjustments and Storeroom Transfers
- Running Physical Inventory Counts
- Using Inventory Closing Processes for Accurate Reporting
- Generating Inventory Valuation Reports
- Analysing Stock Turnover and Obsolescence
- Integrating Inventory Insights with Financial Forecasts
- Managing Non-Inventory Items and Services
- Tracking Serial and Batch Numbers for Compliance
Module 14: Manufacturing and Production Accounting - Setting Up Routing and Production Orders
- Configuring Cost Categories for Labour and Overhead
- Posting Production Journals: Start, Report, End
- Accumulating Manufacturing Variances
- Using Work-in-Process (WIP) Reporting
- Reconciling Production Costs with General Ledger
- Calculating Standard vs Actual Production Costs
- Managing Scrap and Rework Costs
- Setting Up Co-Products and By-Products
- Reporting Plant-Level Profitability
- Integrating Shop Floor Data with Finance
- Using Manufacturing Key Performance Indicators
- Automating Cost Rollup for Finished Goods
- Generating Production Efficiency Reports
- Handling Make vs Buy Decisions Financially
Module 15: Integration with Power Platform and Analytics - Connecting Dynamics 365 to Power BI
- Creating Interactive Financial Dashboards
- Using Power Query to Clean Financial Data
- Building Real-Time KPIs for Leadership
- Scheduling Automated Report Distribution
- Using Power Automate for Financial Alerts
- Triggering Approvals Based on Thresholds
- Creating Daily Cash Position Notifications
- Integrating with SharePoint for Document Management
- Using Power Apps to Extend Finance Workflows
- Building Custom Forms for Manager Submissions
- Deploying Audit-Ready Data Archives
- Setting Up Data Gateways for On-Prem Connectors
- Securing Data Sharing with Role-Based Access
- Monitoring Integration Health and Errors
- Using AI Insights for Anomaly Detection
- Exporting Financial Trends to Executive Portals
Module 16: Security, Compliance, and Audit Readiness - Designing Role-Based Security Models
- Assigning Segregation of Duties (SoD)
- Creating Custom Security Roles for Finance Teams
- Using Data Policies for Field-Level Security
- Setting Up Audit Policies and Event Tracking
- Generating Audit Trail Reports
- Monitoring User Login and Data Access
- Using Email Notifications for Sensitive Actions
- Complying with SOX, GDPR, and Local Regulations
- Documenting System Configuration for Internal Audits
- Preparing User Acceptance Testing (UAT) Scripts
- Conducting Periodic Access Reviews
- Using Configuration Checklists for Control
- Generating Compliance Scorecards
- Archiving Financial Records for Long-Term Retention
- Managing User Deactivation and Offboarding
Module 17: System Configuration and Maintenance - Performing Daily System Health Checks
- Monitoring Batch Job Status and Errors
- Clearing Stuck Workflows and Approvals
- Configuring Email Integration for Notifications
- Setting Up Document Handling and Attachments
- Managing Data Import/Export Using Data Entities
- Using Data Management Workspace for Control
- Scheduling Recurring Data Jobs
- Validating Data Before Migration
- Reindexing and Optimising Database Performance
- Setting Up Alerts for Threshold Breaches
- Using System Diagnostics Tools
- Monitoring Disk Usage and Service Capacity
- Planning for Maintenance Windows
- Documenting System Changes and Rationale
- Applying Configuration Updates Safely
Module 18: Final Implementation, Certification & Next Steps - Conducting End-to-End System Walkthrough
- Validating All Financial Processes Post-Setup
- Running Parallel Testing with Legacy Systems
- Creating Training Materials for End Users
- Developing a Post-Go-Live Support Plan
- Using Feedback Loops to Optimize Workflows
- Preparing for Phased Rollout Across Divisions
- Measuring ROI After System Deployment
- Establishing Continuous Improvement Cycles
- Documenting Best Practices for Knowledge Transfer
- Setting Up Internal Dynamics 365 Champions
- Accessing Official Microsoft Learning Paths
- Pursuing Advanced Certifications (e.g. MB-310)
- Joining Professional User Communities
- Optimising Career Profile with New Found Skills
- Adding Your Certificate of Completion to LinkedIn
- Leveraging Your New Expertise in Salary Negotiations
- Preparing Case Studies for Future Interviews
- Enrolling in Expert-Led Follow-Up Programs
- Receiving Lifetime Updates and New Curriculum Modules
- Design Principles for a Scalable Chart of Accounts
- Defining Main Accounts and Account Structures
- Configuring Account Structures with Financial Dimensions
- Naming Conventions and Coding Strategies for Consistency
- Setting Up Default Ledger Accounts for Posting
- Defining Ledger Types and Purpose
- Using Account Templates for Rapid Deployment
- Validating Account Combinations and Blocking Invalid Entries
- Creating and Managing Department, Cost Center, and Project Dimensions
- Implementing Global vs Local Dimensions
- Setting Up Intercompany Accounting Rules
- Defining Posting Profiles for Automatic General Ledger Updates
- Configuring Journal Names and Approval Requirements
- Setting Up Encumbrance Accounting Parameters
- Mapping Legacy Chart of Accounts to Dynamics 365
Module 3: General Ledger and Period-End Processes - Creating and Posting General Journals
- Using Journal Templates and Batches Efficiently
- Configuring Ledger Posting Groups
- Managing Recurring Journals for Automation
- Performing Allocations and Pro-rations Across Dimensions
- Running Trial Balance Reports and Variance Checks
- Setting Up Periods and Fiscal Calendars
- Closing Month-End Processes Step by Step
- Handling Adjusting Entries and Accruals
- Processing Deferrals and Amortisations
- Opening and Reopening Accounting Periods Safely
- Using Financial Reports Hub for Real-Time Monitoring
- Configuring Financial Statement Reports (Income Statement, Balance Sheet)
- Setting Up Report Formats Using Electronic Reporting (ER)
- Preparing for Quarterly and Annual Financial Audits
- Using the Audit Trail Report for Compliance
- Reversing Journal Entries with Complete Traceability
- Using the General Ledger Workspace for Daily Oversight
Module 4: Accounts Payable and Vendor Management - Setting Up Vendor Groups and Payment Journals
- Creating and Maintaining Vendor Master Data
- Configuring 1099 and Tax Reporting for Vendors
- Defining Payment Methods, Days, and Terms
- Setting Up Payment Journals with Bank Integration Rules
- Processing Invoice Journals and Matching to Purchase Orders
- Understanding Three-Way Matching: PO, Receipt, and Invoice
- Automating Invoice Approvals Using Workflow
- Handling Prepayments and Down Payments
- Managing Vendor Invoices in Multiple Currencies
- Using Invoice Register and Pending Vendor Invoices Reports
- Setting Up Vendor Collaboration Portals
- Managing Withholding Tax and VAT/GST on Payables
- Processing Payments via Check, Wire, and EFT
- Reconciling Vendor Statements and Clearing Open Items
- Using Vendor Aging Reports for Cash Flow Planning
- Analysing Vendor Performance with Spend Reports
Module 5: Accounts Receivable and Customer Management - Setting Up Customer Groups and Account Structure
- Creating and Managing Customer Master Data
- Configuring Credit Limits and Credit Checking Rules
- Setting Up Payment Terms and Due Date Calculations
- Processing Customer Invoices from Sales Orders
- Using Free Text Invoices for Non-Inventory Sales
- Setting Up and Using Customer Payment Journals
- Processing Cash Receipts and Applying to Invoices
- Handling Partial Payments and Write-offs
- Using Statement Journals to Generate Customer Statements
- Managing Collection Efforts with Collection Letters
- Automating Collections Using Workflow Rules
- Configuring Interest Codes for Late Payments
- Handling Returns and Credit Notes
- Using Customer Aging Reports for Cash Forecasting
- Monitoring Outstanding Balances with Dashboards
- Integrating Customer Portal for Self-Service Payments
- Analysing Customer Profitability by Product Line
Module 6: Bank Management and Cash Flow Control - Setting Up Bank Accounts and Branch Information
- Configuring Bank Parameters and Transaction Types
- Creating Bank Groups and Payment Groups
- Setting Up Bank Reconciliation Journals
- Importing Bank Statements via File Formats
- Automating Reconciliation Using Matching Rules
- Manually Reconciling Transactions with Precision
- Handling Unidentified Deposits and Charges
- Printing Checks and Managing Check Stubs
- Configuring Electronic Bank Transfers (EFT)
- Setting Up Positive Pay Files for Fraud Prevention
- Monitoring Cash Flow with Bank Forecast Reports
- Using Liquidity Budgets for Cash Position Planning
- Integrating with Treasury Management Systems
- Managing Foreign Currency Bank Accounts
- Reconciling Multi-Currency Transactions Accurately
- Generating Bank Transaction Reports for Audits
Module 7: Fixed Assets and Depreciation Management - Setting Up Fixed Asset Groups and Categories
- Creating and Acquiring New Fixed Assets
- Configuring Depreciation Profiles and Methods
- Setting Up Conventions: Half-Year, Full Month, etc.
- Posting Acquisition and Capitalisation Journals
- Running Depreciation Simulations Before Posting
- Processing Periodic and Year-End Depreciation
- Handling Asset Transfers Between Departments
- Managing Asset Revisions and Cost Adjustments
- Processing Disposals and Scrappings
- Calculating Gains and Losses on Disposal
- Reinstating Retired Assets When Necessary
- Using Fixed Asset Registers and Labels
- Generating Fixed Asset Reports for Tax Filings
- Integrating with Tax Authorities Using Electronic Reporting
- Tracking Leased vs Owned Assets
- Managing Capital Projects and Construction in Progress
- Using the Fixed Assets Workspace for Daily Oversight
Module 8: Cost Accounting and Reporting - Setting Up Costing Journals and Ledger Accounts
- Defining Cost Categories and Hierarchy
- Allocating Overhead Costs Across Departments
- Using Cost Distribution Rules for Accuracy
- Setting Up Cost Objectives and Profit Centers
- Tracking Direct and Indirect Costs by Project
- Creating Cost Centre Reports and Variance Analysis
- Integrating Cost Data with General Ledger
- Running Standard vs Actual Cost Comparisons
- Analysing Cost Trends and Efficiency Metrics
- Using Cost Budgets for Performance Monitoring
- Generating Profitability Reports by Region and Product
- Linking Cost Data to Operational Workflows
- Setting Up User-Defined Dimensions for Custom Reporting
- Using Cost Rollup Calculations
- Exporting Cost Reports to Excel for Further Analysis
Module 9: Budgeting and Financial Forecasting - Setting Up Budget Models and Planning Scenarios
- Creating Organisational Budget Hierarchies
- Configuring Budget Reservation and Control Rules
- Setting Up Budget Codes and Categories
- Defining Budget Periods and Rolling Forecasts
- Creating Budgets Using Templates and Formulas
- Importing Budget Data from Excel Safely
- Using Budget Workflows for Approval Chains
- Configuring Preventive vs Warning Budget Controls
- Posting Transactions Against Budget Reservations
- Monitoring Budget Utilisation in Real Time
- Generating Budget vs Actual Reports
- Analysing Forecast Accuracy and Trends
- Using Scenario Manager for What-If Planning
- Integrating Budgets with Project Management
- Setting Up Departmental and Divisional Budgets
- Reporting Budget Results to Executive Leadership
Module 10: Financial Reporting with Electronic Reporting (ER) - Introduction to Electronic Reporting Architecture
- Creating Data Models for Financial Exports
- Designing Report Layouts Using Templates
- Configuring ER Formats for Tax and Compliance
- Generating VAT Returns Using Predefined Formats
- Exporting Trial Balances to Regulatory Bodies
- Setting Up Localised Reports for Global Entities
- Validating ER Outputs Before Submission
- Using ER for Audit File Logging (AFL)
- Integrating with Government Portals for e-Filing
- Automating Monthly Reporting Cycles
- Customising Reports for Internal Stakeholders
- Using Excel-Based Report Designs in ER
- Testing and Debugging ER Configurations
- Versioning and Managing Report Updates
- Scheduling Automatic Report Generation
Module 11: Intercompany and Multinational Operations - Setting Up Intercompany Trading Partners
- Configuring Intercompany Posting Rules
- Creating Auto-Generated Intercompany Journals
- Handling Cross-Border Transactions and Reporting
- Managing Local GAAP vs Consolidation GAAP Differences
- Setting Up Multinational Chart of Accounts
- Using Legal Entity Consolidation Tools
- Generating Intercompany Reconciliation Reports
- Resolving Intercompany Balancing Entries
- Configuring Automated Currency Translation
- Setting Up Additional Reporting Currencies
- Managing Fiscal Calendars Across Regions
- Handling Tax Jurisdictions in Multiple Countries
- Using Global Address Book for Centralised Data
- Implementing Data Residency and Compliance Rules
- Supporting Multi-Language Financial Labels
Module 12: Project Management and Accounting - Setting Up Project Types and Categories
- Creating New Projects with Budgets and Timelines
- Defining Project Owners and Team Members
- Configuring Hourly and Expense Billing Rules
- Setting Up Time and Expense Workflows
- Automating Time Entry Approvals
- Linking Project Tasks to General Ledger Accounts
- Accruing Revenue Using Percentage of Completion
- Managing Project WIP (Work in Progress)
- Reporting Project Profitability by Manager
- Setting Up Project Estimates and Forecast Overrides
- Tracking Project Costs Against Budgets
- Generating Project Invoices Automatically
- Using Project Workspaces for Daily Monitoring
- Integrating Projects with Resource Management
- Forecasting Future Project Capacity
- Creating Project Dashboards for Executives
Module 13: Inventory and Product Management for Finance - Understanding Item Groups and Product Hierarchies
- Setting Up Ledger Posting Groups for Inventory
- Configuring BOM (Bill of Materials) Components
- Managing Inventory Costing Methods (FIFO, Weighted Avg)
- Linking Inventory to General Ledger Automatically
- Using Item Pricing and Trade Agreements
- Setting Up Charge Codes for Additional Costs
- Revaluing Inventory Periodically
- Posting Inventory Adjustments and Storeroom Transfers
- Running Physical Inventory Counts
- Using Inventory Closing Processes for Accurate Reporting
- Generating Inventory Valuation Reports
- Analysing Stock Turnover and Obsolescence
- Integrating Inventory Insights with Financial Forecasts
- Managing Non-Inventory Items and Services
- Tracking Serial and Batch Numbers for Compliance
Module 14: Manufacturing and Production Accounting - Setting Up Routing and Production Orders
- Configuring Cost Categories for Labour and Overhead
- Posting Production Journals: Start, Report, End
- Accumulating Manufacturing Variances
- Using Work-in-Process (WIP) Reporting
- Reconciling Production Costs with General Ledger
- Calculating Standard vs Actual Production Costs
- Managing Scrap and Rework Costs
- Setting Up Co-Products and By-Products
- Reporting Plant-Level Profitability
- Integrating Shop Floor Data with Finance
- Using Manufacturing Key Performance Indicators
- Automating Cost Rollup for Finished Goods
- Generating Production Efficiency Reports
- Handling Make vs Buy Decisions Financially
Module 15: Integration with Power Platform and Analytics - Connecting Dynamics 365 to Power BI
- Creating Interactive Financial Dashboards
- Using Power Query to Clean Financial Data
- Building Real-Time KPIs for Leadership
- Scheduling Automated Report Distribution
- Using Power Automate for Financial Alerts
- Triggering Approvals Based on Thresholds
- Creating Daily Cash Position Notifications
- Integrating with SharePoint for Document Management
- Using Power Apps to Extend Finance Workflows
- Building Custom Forms for Manager Submissions
- Deploying Audit-Ready Data Archives
- Setting Up Data Gateways for On-Prem Connectors
- Securing Data Sharing with Role-Based Access
- Monitoring Integration Health and Errors
- Using AI Insights for Anomaly Detection
- Exporting Financial Trends to Executive Portals
Module 16: Security, Compliance, and Audit Readiness - Designing Role-Based Security Models
- Assigning Segregation of Duties (SoD)
- Creating Custom Security Roles for Finance Teams
- Using Data Policies for Field-Level Security
- Setting Up Audit Policies and Event Tracking
- Generating Audit Trail Reports
- Monitoring User Login and Data Access
- Using Email Notifications for Sensitive Actions
- Complying with SOX, GDPR, and Local Regulations
- Documenting System Configuration for Internal Audits
- Preparing User Acceptance Testing (UAT) Scripts
- Conducting Periodic Access Reviews
- Using Configuration Checklists for Control
- Generating Compliance Scorecards
- Archiving Financial Records for Long-Term Retention
- Managing User Deactivation and Offboarding
Module 17: System Configuration and Maintenance - Performing Daily System Health Checks
- Monitoring Batch Job Status and Errors
- Clearing Stuck Workflows and Approvals
- Configuring Email Integration for Notifications
- Setting Up Document Handling and Attachments
- Managing Data Import/Export Using Data Entities
- Using Data Management Workspace for Control
- Scheduling Recurring Data Jobs
- Validating Data Before Migration
- Reindexing and Optimising Database Performance
- Setting Up Alerts for Threshold Breaches
- Using System Diagnostics Tools
- Monitoring Disk Usage and Service Capacity
- Planning for Maintenance Windows
- Documenting System Changes and Rationale
- Applying Configuration Updates Safely
Module 18: Final Implementation, Certification & Next Steps - Conducting End-to-End System Walkthrough
- Validating All Financial Processes Post-Setup
- Running Parallel Testing with Legacy Systems
- Creating Training Materials for End Users
- Developing a Post-Go-Live Support Plan
- Using Feedback Loops to Optimize Workflows
- Preparing for Phased Rollout Across Divisions
- Measuring ROI After System Deployment
- Establishing Continuous Improvement Cycles
- Documenting Best Practices for Knowledge Transfer
- Setting Up Internal Dynamics 365 Champions
- Accessing Official Microsoft Learning Paths
- Pursuing Advanced Certifications (e.g. MB-310)
- Joining Professional User Communities
- Optimising Career Profile with New Found Skills
- Adding Your Certificate of Completion to LinkedIn
- Leveraging Your New Expertise in Salary Negotiations
- Preparing Case Studies for Future Interviews
- Enrolling in Expert-Led Follow-Up Programs
- Receiving Lifetime Updates and New Curriculum Modules
- Setting Up Vendor Groups and Payment Journals
- Creating and Maintaining Vendor Master Data
- Configuring 1099 and Tax Reporting for Vendors
- Defining Payment Methods, Days, and Terms
- Setting Up Payment Journals with Bank Integration Rules
- Processing Invoice Journals and Matching to Purchase Orders
- Understanding Three-Way Matching: PO, Receipt, and Invoice
- Automating Invoice Approvals Using Workflow
- Handling Prepayments and Down Payments
- Managing Vendor Invoices in Multiple Currencies
- Using Invoice Register and Pending Vendor Invoices Reports
- Setting Up Vendor Collaboration Portals
- Managing Withholding Tax and VAT/GST on Payables
- Processing Payments via Check, Wire, and EFT
- Reconciling Vendor Statements and Clearing Open Items
- Using Vendor Aging Reports for Cash Flow Planning
- Analysing Vendor Performance with Spend Reports
Module 5: Accounts Receivable and Customer Management - Setting Up Customer Groups and Account Structure
- Creating and Managing Customer Master Data
- Configuring Credit Limits and Credit Checking Rules
- Setting Up Payment Terms and Due Date Calculations
- Processing Customer Invoices from Sales Orders
- Using Free Text Invoices for Non-Inventory Sales
- Setting Up and Using Customer Payment Journals
- Processing Cash Receipts and Applying to Invoices
- Handling Partial Payments and Write-offs
- Using Statement Journals to Generate Customer Statements
- Managing Collection Efforts with Collection Letters
- Automating Collections Using Workflow Rules
- Configuring Interest Codes for Late Payments
- Handling Returns and Credit Notes
- Using Customer Aging Reports for Cash Forecasting
- Monitoring Outstanding Balances with Dashboards
- Integrating Customer Portal for Self-Service Payments
- Analysing Customer Profitability by Product Line
Module 6: Bank Management and Cash Flow Control - Setting Up Bank Accounts and Branch Information
- Configuring Bank Parameters and Transaction Types
- Creating Bank Groups and Payment Groups
- Setting Up Bank Reconciliation Journals
- Importing Bank Statements via File Formats
- Automating Reconciliation Using Matching Rules
- Manually Reconciling Transactions with Precision
- Handling Unidentified Deposits and Charges
- Printing Checks and Managing Check Stubs
- Configuring Electronic Bank Transfers (EFT)
- Setting Up Positive Pay Files for Fraud Prevention
- Monitoring Cash Flow with Bank Forecast Reports
- Using Liquidity Budgets for Cash Position Planning
- Integrating with Treasury Management Systems
- Managing Foreign Currency Bank Accounts
- Reconciling Multi-Currency Transactions Accurately
- Generating Bank Transaction Reports for Audits
Module 7: Fixed Assets and Depreciation Management - Setting Up Fixed Asset Groups and Categories
- Creating and Acquiring New Fixed Assets
- Configuring Depreciation Profiles and Methods
- Setting Up Conventions: Half-Year, Full Month, etc.
- Posting Acquisition and Capitalisation Journals
- Running Depreciation Simulations Before Posting
- Processing Periodic and Year-End Depreciation
- Handling Asset Transfers Between Departments
- Managing Asset Revisions and Cost Adjustments
- Processing Disposals and Scrappings
- Calculating Gains and Losses on Disposal
- Reinstating Retired Assets When Necessary
- Using Fixed Asset Registers and Labels
- Generating Fixed Asset Reports for Tax Filings
- Integrating with Tax Authorities Using Electronic Reporting
- Tracking Leased vs Owned Assets
- Managing Capital Projects and Construction in Progress
- Using the Fixed Assets Workspace for Daily Oversight
Module 8: Cost Accounting and Reporting - Setting Up Costing Journals and Ledger Accounts
- Defining Cost Categories and Hierarchy
- Allocating Overhead Costs Across Departments
- Using Cost Distribution Rules for Accuracy
- Setting Up Cost Objectives and Profit Centers
- Tracking Direct and Indirect Costs by Project
- Creating Cost Centre Reports and Variance Analysis
- Integrating Cost Data with General Ledger
- Running Standard vs Actual Cost Comparisons
- Analysing Cost Trends and Efficiency Metrics
- Using Cost Budgets for Performance Monitoring
- Generating Profitability Reports by Region and Product
- Linking Cost Data to Operational Workflows
- Setting Up User-Defined Dimensions for Custom Reporting
- Using Cost Rollup Calculations
- Exporting Cost Reports to Excel for Further Analysis
Module 9: Budgeting and Financial Forecasting - Setting Up Budget Models and Planning Scenarios
- Creating Organisational Budget Hierarchies
- Configuring Budget Reservation and Control Rules
- Setting Up Budget Codes and Categories
- Defining Budget Periods and Rolling Forecasts
- Creating Budgets Using Templates and Formulas
- Importing Budget Data from Excel Safely
- Using Budget Workflows for Approval Chains
- Configuring Preventive vs Warning Budget Controls
- Posting Transactions Against Budget Reservations
- Monitoring Budget Utilisation in Real Time
- Generating Budget vs Actual Reports
- Analysing Forecast Accuracy and Trends
- Using Scenario Manager for What-If Planning
- Integrating Budgets with Project Management
- Setting Up Departmental and Divisional Budgets
- Reporting Budget Results to Executive Leadership
Module 10: Financial Reporting with Electronic Reporting (ER) - Introduction to Electronic Reporting Architecture
- Creating Data Models for Financial Exports
- Designing Report Layouts Using Templates
- Configuring ER Formats for Tax and Compliance
- Generating VAT Returns Using Predefined Formats
- Exporting Trial Balances to Regulatory Bodies
- Setting Up Localised Reports for Global Entities
- Validating ER Outputs Before Submission
- Using ER for Audit File Logging (AFL)
- Integrating with Government Portals for e-Filing
- Automating Monthly Reporting Cycles
- Customising Reports for Internal Stakeholders
- Using Excel-Based Report Designs in ER
- Testing and Debugging ER Configurations
- Versioning and Managing Report Updates
- Scheduling Automatic Report Generation
Module 11: Intercompany and Multinational Operations - Setting Up Intercompany Trading Partners
- Configuring Intercompany Posting Rules
- Creating Auto-Generated Intercompany Journals
- Handling Cross-Border Transactions and Reporting
- Managing Local GAAP vs Consolidation GAAP Differences
- Setting Up Multinational Chart of Accounts
- Using Legal Entity Consolidation Tools
- Generating Intercompany Reconciliation Reports
- Resolving Intercompany Balancing Entries
- Configuring Automated Currency Translation
- Setting Up Additional Reporting Currencies
- Managing Fiscal Calendars Across Regions
- Handling Tax Jurisdictions in Multiple Countries
- Using Global Address Book for Centralised Data
- Implementing Data Residency and Compliance Rules
- Supporting Multi-Language Financial Labels
Module 12: Project Management and Accounting - Setting Up Project Types and Categories
- Creating New Projects with Budgets and Timelines
- Defining Project Owners and Team Members
- Configuring Hourly and Expense Billing Rules
- Setting Up Time and Expense Workflows
- Automating Time Entry Approvals
- Linking Project Tasks to General Ledger Accounts
- Accruing Revenue Using Percentage of Completion
- Managing Project WIP (Work in Progress)
- Reporting Project Profitability by Manager
- Setting Up Project Estimates and Forecast Overrides
- Tracking Project Costs Against Budgets
- Generating Project Invoices Automatically
- Using Project Workspaces for Daily Monitoring
- Integrating Projects with Resource Management
- Forecasting Future Project Capacity
- Creating Project Dashboards for Executives
Module 13: Inventory and Product Management for Finance - Understanding Item Groups and Product Hierarchies
- Setting Up Ledger Posting Groups for Inventory
- Configuring BOM (Bill of Materials) Components
- Managing Inventory Costing Methods (FIFO, Weighted Avg)
- Linking Inventory to General Ledger Automatically
- Using Item Pricing and Trade Agreements
- Setting Up Charge Codes for Additional Costs
- Revaluing Inventory Periodically
- Posting Inventory Adjustments and Storeroom Transfers
- Running Physical Inventory Counts
- Using Inventory Closing Processes for Accurate Reporting
- Generating Inventory Valuation Reports
- Analysing Stock Turnover and Obsolescence
- Integrating Inventory Insights with Financial Forecasts
- Managing Non-Inventory Items and Services
- Tracking Serial and Batch Numbers for Compliance
Module 14: Manufacturing and Production Accounting - Setting Up Routing and Production Orders
- Configuring Cost Categories for Labour and Overhead
- Posting Production Journals: Start, Report, End
- Accumulating Manufacturing Variances
- Using Work-in-Process (WIP) Reporting
- Reconciling Production Costs with General Ledger
- Calculating Standard vs Actual Production Costs
- Managing Scrap and Rework Costs
- Setting Up Co-Products and By-Products
- Reporting Plant-Level Profitability
- Integrating Shop Floor Data with Finance
- Using Manufacturing Key Performance Indicators
- Automating Cost Rollup for Finished Goods
- Generating Production Efficiency Reports
- Handling Make vs Buy Decisions Financially
Module 15: Integration with Power Platform and Analytics - Connecting Dynamics 365 to Power BI
- Creating Interactive Financial Dashboards
- Using Power Query to Clean Financial Data
- Building Real-Time KPIs for Leadership
- Scheduling Automated Report Distribution
- Using Power Automate for Financial Alerts
- Triggering Approvals Based on Thresholds
- Creating Daily Cash Position Notifications
- Integrating with SharePoint for Document Management
- Using Power Apps to Extend Finance Workflows
- Building Custom Forms for Manager Submissions
- Deploying Audit-Ready Data Archives
- Setting Up Data Gateways for On-Prem Connectors
- Securing Data Sharing with Role-Based Access
- Monitoring Integration Health and Errors
- Using AI Insights for Anomaly Detection
- Exporting Financial Trends to Executive Portals
Module 16: Security, Compliance, and Audit Readiness - Designing Role-Based Security Models
- Assigning Segregation of Duties (SoD)
- Creating Custom Security Roles for Finance Teams
- Using Data Policies for Field-Level Security
- Setting Up Audit Policies and Event Tracking
- Generating Audit Trail Reports
- Monitoring User Login and Data Access
- Using Email Notifications for Sensitive Actions
- Complying with SOX, GDPR, and Local Regulations
- Documenting System Configuration for Internal Audits
- Preparing User Acceptance Testing (UAT) Scripts
- Conducting Periodic Access Reviews
- Using Configuration Checklists for Control
- Generating Compliance Scorecards
- Archiving Financial Records for Long-Term Retention
- Managing User Deactivation and Offboarding
Module 17: System Configuration and Maintenance - Performing Daily System Health Checks
- Monitoring Batch Job Status and Errors
- Clearing Stuck Workflows and Approvals
- Configuring Email Integration for Notifications
- Setting Up Document Handling and Attachments
- Managing Data Import/Export Using Data Entities
- Using Data Management Workspace for Control
- Scheduling Recurring Data Jobs
- Validating Data Before Migration
- Reindexing and Optimising Database Performance
- Setting Up Alerts for Threshold Breaches
- Using System Diagnostics Tools
- Monitoring Disk Usage and Service Capacity
- Planning for Maintenance Windows
- Documenting System Changes and Rationale
- Applying Configuration Updates Safely
Module 18: Final Implementation, Certification & Next Steps - Conducting End-to-End System Walkthrough
- Validating All Financial Processes Post-Setup
- Running Parallel Testing with Legacy Systems
- Creating Training Materials for End Users
- Developing a Post-Go-Live Support Plan
- Using Feedback Loops to Optimize Workflows
- Preparing for Phased Rollout Across Divisions
- Measuring ROI After System Deployment
- Establishing Continuous Improvement Cycles
- Documenting Best Practices for Knowledge Transfer
- Setting Up Internal Dynamics 365 Champions
- Accessing Official Microsoft Learning Paths
- Pursuing Advanced Certifications (e.g. MB-310)
- Joining Professional User Communities
- Optimising Career Profile with New Found Skills
- Adding Your Certificate of Completion to LinkedIn
- Leveraging Your New Expertise in Salary Negotiations
- Preparing Case Studies for Future Interviews
- Enrolling in Expert-Led Follow-Up Programs
- Receiving Lifetime Updates and New Curriculum Modules
- Setting Up Bank Accounts and Branch Information
- Configuring Bank Parameters and Transaction Types
- Creating Bank Groups and Payment Groups
- Setting Up Bank Reconciliation Journals
- Importing Bank Statements via File Formats
- Automating Reconciliation Using Matching Rules
- Manually Reconciling Transactions with Precision
- Handling Unidentified Deposits and Charges
- Printing Checks and Managing Check Stubs
- Configuring Electronic Bank Transfers (EFT)
- Setting Up Positive Pay Files for Fraud Prevention
- Monitoring Cash Flow with Bank Forecast Reports
- Using Liquidity Budgets for Cash Position Planning
- Integrating with Treasury Management Systems
- Managing Foreign Currency Bank Accounts
- Reconciling Multi-Currency Transactions Accurately
- Generating Bank Transaction Reports for Audits
Module 7: Fixed Assets and Depreciation Management - Setting Up Fixed Asset Groups and Categories
- Creating and Acquiring New Fixed Assets
- Configuring Depreciation Profiles and Methods
- Setting Up Conventions: Half-Year, Full Month, etc.
- Posting Acquisition and Capitalisation Journals
- Running Depreciation Simulations Before Posting
- Processing Periodic and Year-End Depreciation
- Handling Asset Transfers Between Departments
- Managing Asset Revisions and Cost Adjustments
- Processing Disposals and Scrappings
- Calculating Gains and Losses on Disposal
- Reinstating Retired Assets When Necessary
- Using Fixed Asset Registers and Labels
- Generating Fixed Asset Reports for Tax Filings
- Integrating with Tax Authorities Using Electronic Reporting
- Tracking Leased vs Owned Assets
- Managing Capital Projects and Construction in Progress
- Using the Fixed Assets Workspace for Daily Oversight
Module 8: Cost Accounting and Reporting - Setting Up Costing Journals and Ledger Accounts
- Defining Cost Categories and Hierarchy
- Allocating Overhead Costs Across Departments
- Using Cost Distribution Rules for Accuracy
- Setting Up Cost Objectives and Profit Centers
- Tracking Direct and Indirect Costs by Project
- Creating Cost Centre Reports and Variance Analysis
- Integrating Cost Data with General Ledger
- Running Standard vs Actual Cost Comparisons
- Analysing Cost Trends and Efficiency Metrics
- Using Cost Budgets for Performance Monitoring
- Generating Profitability Reports by Region and Product
- Linking Cost Data to Operational Workflows
- Setting Up User-Defined Dimensions for Custom Reporting
- Using Cost Rollup Calculations
- Exporting Cost Reports to Excel for Further Analysis
Module 9: Budgeting and Financial Forecasting - Setting Up Budget Models and Planning Scenarios
- Creating Organisational Budget Hierarchies
- Configuring Budget Reservation and Control Rules
- Setting Up Budget Codes and Categories
- Defining Budget Periods and Rolling Forecasts
- Creating Budgets Using Templates and Formulas
- Importing Budget Data from Excel Safely
- Using Budget Workflows for Approval Chains
- Configuring Preventive vs Warning Budget Controls
- Posting Transactions Against Budget Reservations
- Monitoring Budget Utilisation in Real Time
- Generating Budget vs Actual Reports
- Analysing Forecast Accuracy and Trends
- Using Scenario Manager for What-If Planning
- Integrating Budgets with Project Management
- Setting Up Departmental and Divisional Budgets
- Reporting Budget Results to Executive Leadership
Module 10: Financial Reporting with Electronic Reporting (ER) - Introduction to Electronic Reporting Architecture
- Creating Data Models for Financial Exports
- Designing Report Layouts Using Templates
- Configuring ER Formats for Tax and Compliance
- Generating VAT Returns Using Predefined Formats
- Exporting Trial Balances to Regulatory Bodies
- Setting Up Localised Reports for Global Entities
- Validating ER Outputs Before Submission
- Using ER for Audit File Logging (AFL)
- Integrating with Government Portals for e-Filing
- Automating Monthly Reporting Cycles
- Customising Reports for Internal Stakeholders
- Using Excel-Based Report Designs in ER
- Testing and Debugging ER Configurations
- Versioning and Managing Report Updates
- Scheduling Automatic Report Generation
Module 11: Intercompany and Multinational Operations - Setting Up Intercompany Trading Partners
- Configuring Intercompany Posting Rules
- Creating Auto-Generated Intercompany Journals
- Handling Cross-Border Transactions and Reporting
- Managing Local GAAP vs Consolidation GAAP Differences
- Setting Up Multinational Chart of Accounts
- Using Legal Entity Consolidation Tools
- Generating Intercompany Reconciliation Reports
- Resolving Intercompany Balancing Entries
- Configuring Automated Currency Translation
- Setting Up Additional Reporting Currencies
- Managing Fiscal Calendars Across Regions
- Handling Tax Jurisdictions in Multiple Countries
- Using Global Address Book for Centralised Data
- Implementing Data Residency and Compliance Rules
- Supporting Multi-Language Financial Labels
Module 12: Project Management and Accounting - Setting Up Project Types and Categories
- Creating New Projects with Budgets and Timelines
- Defining Project Owners and Team Members
- Configuring Hourly and Expense Billing Rules
- Setting Up Time and Expense Workflows
- Automating Time Entry Approvals
- Linking Project Tasks to General Ledger Accounts
- Accruing Revenue Using Percentage of Completion
- Managing Project WIP (Work in Progress)
- Reporting Project Profitability by Manager
- Setting Up Project Estimates and Forecast Overrides
- Tracking Project Costs Against Budgets
- Generating Project Invoices Automatically
- Using Project Workspaces for Daily Monitoring
- Integrating Projects with Resource Management
- Forecasting Future Project Capacity
- Creating Project Dashboards for Executives
Module 13: Inventory and Product Management for Finance - Understanding Item Groups and Product Hierarchies
- Setting Up Ledger Posting Groups for Inventory
- Configuring BOM (Bill of Materials) Components
- Managing Inventory Costing Methods (FIFO, Weighted Avg)
- Linking Inventory to General Ledger Automatically
- Using Item Pricing and Trade Agreements
- Setting Up Charge Codes for Additional Costs
- Revaluing Inventory Periodically
- Posting Inventory Adjustments and Storeroom Transfers
- Running Physical Inventory Counts
- Using Inventory Closing Processes for Accurate Reporting
- Generating Inventory Valuation Reports
- Analysing Stock Turnover and Obsolescence
- Integrating Inventory Insights with Financial Forecasts
- Managing Non-Inventory Items and Services
- Tracking Serial and Batch Numbers for Compliance
Module 14: Manufacturing and Production Accounting - Setting Up Routing and Production Orders
- Configuring Cost Categories for Labour and Overhead
- Posting Production Journals: Start, Report, End
- Accumulating Manufacturing Variances
- Using Work-in-Process (WIP) Reporting
- Reconciling Production Costs with General Ledger
- Calculating Standard vs Actual Production Costs
- Managing Scrap and Rework Costs
- Setting Up Co-Products and By-Products
- Reporting Plant-Level Profitability
- Integrating Shop Floor Data with Finance
- Using Manufacturing Key Performance Indicators
- Automating Cost Rollup for Finished Goods
- Generating Production Efficiency Reports
- Handling Make vs Buy Decisions Financially
Module 15: Integration with Power Platform and Analytics - Connecting Dynamics 365 to Power BI
- Creating Interactive Financial Dashboards
- Using Power Query to Clean Financial Data
- Building Real-Time KPIs for Leadership
- Scheduling Automated Report Distribution
- Using Power Automate for Financial Alerts
- Triggering Approvals Based on Thresholds
- Creating Daily Cash Position Notifications
- Integrating with SharePoint for Document Management
- Using Power Apps to Extend Finance Workflows
- Building Custom Forms for Manager Submissions
- Deploying Audit-Ready Data Archives
- Setting Up Data Gateways for On-Prem Connectors
- Securing Data Sharing with Role-Based Access
- Monitoring Integration Health and Errors
- Using AI Insights for Anomaly Detection
- Exporting Financial Trends to Executive Portals
Module 16: Security, Compliance, and Audit Readiness - Designing Role-Based Security Models
- Assigning Segregation of Duties (SoD)
- Creating Custom Security Roles for Finance Teams
- Using Data Policies for Field-Level Security
- Setting Up Audit Policies and Event Tracking
- Generating Audit Trail Reports
- Monitoring User Login and Data Access
- Using Email Notifications for Sensitive Actions
- Complying with SOX, GDPR, and Local Regulations
- Documenting System Configuration for Internal Audits
- Preparing User Acceptance Testing (UAT) Scripts
- Conducting Periodic Access Reviews
- Using Configuration Checklists for Control
- Generating Compliance Scorecards
- Archiving Financial Records for Long-Term Retention
- Managing User Deactivation and Offboarding
Module 17: System Configuration and Maintenance - Performing Daily System Health Checks
- Monitoring Batch Job Status and Errors
- Clearing Stuck Workflows and Approvals
- Configuring Email Integration for Notifications
- Setting Up Document Handling and Attachments
- Managing Data Import/Export Using Data Entities
- Using Data Management Workspace for Control
- Scheduling Recurring Data Jobs
- Validating Data Before Migration
- Reindexing and Optimising Database Performance
- Setting Up Alerts for Threshold Breaches
- Using System Diagnostics Tools
- Monitoring Disk Usage and Service Capacity
- Planning for Maintenance Windows
- Documenting System Changes and Rationale
- Applying Configuration Updates Safely
Module 18: Final Implementation, Certification & Next Steps - Conducting End-to-End System Walkthrough
- Validating All Financial Processes Post-Setup
- Running Parallel Testing with Legacy Systems
- Creating Training Materials for End Users
- Developing a Post-Go-Live Support Plan
- Using Feedback Loops to Optimize Workflows
- Preparing for Phased Rollout Across Divisions
- Measuring ROI After System Deployment
- Establishing Continuous Improvement Cycles
- Documenting Best Practices for Knowledge Transfer
- Setting Up Internal Dynamics 365 Champions
- Accessing Official Microsoft Learning Paths
- Pursuing Advanced Certifications (e.g. MB-310)
- Joining Professional User Communities
- Optimising Career Profile with New Found Skills
- Adding Your Certificate of Completion to LinkedIn
- Leveraging Your New Expertise in Salary Negotiations
- Preparing Case Studies for Future Interviews
- Enrolling in Expert-Led Follow-Up Programs
- Receiving Lifetime Updates and New Curriculum Modules
- Setting Up Costing Journals and Ledger Accounts
- Defining Cost Categories and Hierarchy
- Allocating Overhead Costs Across Departments
- Using Cost Distribution Rules for Accuracy
- Setting Up Cost Objectives and Profit Centers
- Tracking Direct and Indirect Costs by Project
- Creating Cost Centre Reports and Variance Analysis
- Integrating Cost Data with General Ledger
- Running Standard vs Actual Cost Comparisons
- Analysing Cost Trends and Efficiency Metrics
- Using Cost Budgets for Performance Monitoring
- Generating Profitability Reports by Region and Product
- Linking Cost Data to Operational Workflows
- Setting Up User-Defined Dimensions for Custom Reporting
- Using Cost Rollup Calculations
- Exporting Cost Reports to Excel for Further Analysis
Module 9: Budgeting and Financial Forecasting - Setting Up Budget Models and Planning Scenarios
- Creating Organisational Budget Hierarchies
- Configuring Budget Reservation and Control Rules
- Setting Up Budget Codes and Categories
- Defining Budget Periods and Rolling Forecasts
- Creating Budgets Using Templates and Formulas
- Importing Budget Data from Excel Safely
- Using Budget Workflows for Approval Chains
- Configuring Preventive vs Warning Budget Controls
- Posting Transactions Against Budget Reservations
- Monitoring Budget Utilisation in Real Time
- Generating Budget vs Actual Reports
- Analysing Forecast Accuracy and Trends
- Using Scenario Manager for What-If Planning
- Integrating Budgets with Project Management
- Setting Up Departmental and Divisional Budgets
- Reporting Budget Results to Executive Leadership
Module 10: Financial Reporting with Electronic Reporting (ER) - Introduction to Electronic Reporting Architecture
- Creating Data Models for Financial Exports
- Designing Report Layouts Using Templates
- Configuring ER Formats for Tax and Compliance
- Generating VAT Returns Using Predefined Formats
- Exporting Trial Balances to Regulatory Bodies
- Setting Up Localised Reports for Global Entities
- Validating ER Outputs Before Submission
- Using ER for Audit File Logging (AFL)
- Integrating with Government Portals for e-Filing
- Automating Monthly Reporting Cycles
- Customising Reports for Internal Stakeholders
- Using Excel-Based Report Designs in ER
- Testing and Debugging ER Configurations
- Versioning and Managing Report Updates
- Scheduling Automatic Report Generation
Module 11: Intercompany and Multinational Operations - Setting Up Intercompany Trading Partners
- Configuring Intercompany Posting Rules
- Creating Auto-Generated Intercompany Journals
- Handling Cross-Border Transactions and Reporting
- Managing Local GAAP vs Consolidation GAAP Differences
- Setting Up Multinational Chart of Accounts
- Using Legal Entity Consolidation Tools
- Generating Intercompany Reconciliation Reports
- Resolving Intercompany Balancing Entries
- Configuring Automated Currency Translation
- Setting Up Additional Reporting Currencies
- Managing Fiscal Calendars Across Regions
- Handling Tax Jurisdictions in Multiple Countries
- Using Global Address Book for Centralised Data
- Implementing Data Residency and Compliance Rules
- Supporting Multi-Language Financial Labels
Module 12: Project Management and Accounting - Setting Up Project Types and Categories
- Creating New Projects with Budgets and Timelines
- Defining Project Owners and Team Members
- Configuring Hourly and Expense Billing Rules
- Setting Up Time and Expense Workflows
- Automating Time Entry Approvals
- Linking Project Tasks to General Ledger Accounts
- Accruing Revenue Using Percentage of Completion
- Managing Project WIP (Work in Progress)
- Reporting Project Profitability by Manager
- Setting Up Project Estimates and Forecast Overrides
- Tracking Project Costs Against Budgets
- Generating Project Invoices Automatically
- Using Project Workspaces for Daily Monitoring
- Integrating Projects with Resource Management
- Forecasting Future Project Capacity
- Creating Project Dashboards for Executives
Module 13: Inventory and Product Management for Finance - Understanding Item Groups and Product Hierarchies
- Setting Up Ledger Posting Groups for Inventory
- Configuring BOM (Bill of Materials) Components
- Managing Inventory Costing Methods (FIFO, Weighted Avg)
- Linking Inventory to General Ledger Automatically
- Using Item Pricing and Trade Agreements
- Setting Up Charge Codes for Additional Costs
- Revaluing Inventory Periodically
- Posting Inventory Adjustments and Storeroom Transfers
- Running Physical Inventory Counts
- Using Inventory Closing Processes for Accurate Reporting
- Generating Inventory Valuation Reports
- Analysing Stock Turnover and Obsolescence
- Integrating Inventory Insights with Financial Forecasts
- Managing Non-Inventory Items and Services
- Tracking Serial and Batch Numbers for Compliance
Module 14: Manufacturing and Production Accounting - Setting Up Routing and Production Orders
- Configuring Cost Categories for Labour and Overhead
- Posting Production Journals: Start, Report, End
- Accumulating Manufacturing Variances
- Using Work-in-Process (WIP) Reporting
- Reconciling Production Costs with General Ledger
- Calculating Standard vs Actual Production Costs
- Managing Scrap and Rework Costs
- Setting Up Co-Products and By-Products
- Reporting Plant-Level Profitability
- Integrating Shop Floor Data with Finance
- Using Manufacturing Key Performance Indicators
- Automating Cost Rollup for Finished Goods
- Generating Production Efficiency Reports
- Handling Make vs Buy Decisions Financially
Module 15: Integration with Power Platform and Analytics - Connecting Dynamics 365 to Power BI
- Creating Interactive Financial Dashboards
- Using Power Query to Clean Financial Data
- Building Real-Time KPIs for Leadership
- Scheduling Automated Report Distribution
- Using Power Automate for Financial Alerts
- Triggering Approvals Based on Thresholds
- Creating Daily Cash Position Notifications
- Integrating with SharePoint for Document Management
- Using Power Apps to Extend Finance Workflows
- Building Custom Forms for Manager Submissions
- Deploying Audit-Ready Data Archives
- Setting Up Data Gateways for On-Prem Connectors
- Securing Data Sharing with Role-Based Access
- Monitoring Integration Health and Errors
- Using AI Insights for Anomaly Detection
- Exporting Financial Trends to Executive Portals
Module 16: Security, Compliance, and Audit Readiness - Designing Role-Based Security Models
- Assigning Segregation of Duties (SoD)
- Creating Custom Security Roles for Finance Teams
- Using Data Policies for Field-Level Security
- Setting Up Audit Policies and Event Tracking
- Generating Audit Trail Reports
- Monitoring User Login and Data Access
- Using Email Notifications for Sensitive Actions
- Complying with SOX, GDPR, and Local Regulations
- Documenting System Configuration for Internal Audits
- Preparing User Acceptance Testing (UAT) Scripts
- Conducting Periodic Access Reviews
- Using Configuration Checklists for Control
- Generating Compliance Scorecards
- Archiving Financial Records for Long-Term Retention
- Managing User Deactivation and Offboarding
Module 17: System Configuration and Maintenance - Performing Daily System Health Checks
- Monitoring Batch Job Status and Errors
- Clearing Stuck Workflows and Approvals
- Configuring Email Integration for Notifications
- Setting Up Document Handling and Attachments
- Managing Data Import/Export Using Data Entities
- Using Data Management Workspace for Control
- Scheduling Recurring Data Jobs
- Validating Data Before Migration
- Reindexing and Optimising Database Performance
- Setting Up Alerts for Threshold Breaches
- Using System Diagnostics Tools
- Monitoring Disk Usage and Service Capacity
- Planning for Maintenance Windows
- Documenting System Changes and Rationale
- Applying Configuration Updates Safely
Module 18: Final Implementation, Certification & Next Steps - Conducting End-to-End System Walkthrough
- Validating All Financial Processes Post-Setup
- Running Parallel Testing with Legacy Systems
- Creating Training Materials for End Users
- Developing a Post-Go-Live Support Plan
- Using Feedback Loops to Optimize Workflows
- Preparing for Phased Rollout Across Divisions
- Measuring ROI After System Deployment
- Establishing Continuous Improvement Cycles
- Documenting Best Practices for Knowledge Transfer
- Setting Up Internal Dynamics 365 Champions
- Accessing Official Microsoft Learning Paths
- Pursuing Advanced Certifications (e.g. MB-310)
- Joining Professional User Communities
- Optimising Career Profile with New Found Skills
- Adding Your Certificate of Completion to LinkedIn
- Leveraging Your New Expertise in Salary Negotiations
- Preparing Case Studies for Future Interviews
- Enrolling in Expert-Led Follow-Up Programs
- Receiving Lifetime Updates and New Curriculum Modules
- Introduction to Electronic Reporting Architecture
- Creating Data Models for Financial Exports
- Designing Report Layouts Using Templates
- Configuring ER Formats for Tax and Compliance
- Generating VAT Returns Using Predefined Formats
- Exporting Trial Balances to Regulatory Bodies
- Setting Up Localised Reports for Global Entities
- Validating ER Outputs Before Submission
- Using ER for Audit File Logging (AFL)
- Integrating with Government Portals for e-Filing
- Automating Monthly Reporting Cycles
- Customising Reports for Internal Stakeholders
- Using Excel-Based Report Designs in ER
- Testing and Debugging ER Configurations
- Versioning and Managing Report Updates
- Scheduling Automatic Report Generation
Module 11: Intercompany and Multinational Operations - Setting Up Intercompany Trading Partners
- Configuring Intercompany Posting Rules
- Creating Auto-Generated Intercompany Journals
- Handling Cross-Border Transactions and Reporting
- Managing Local GAAP vs Consolidation GAAP Differences
- Setting Up Multinational Chart of Accounts
- Using Legal Entity Consolidation Tools
- Generating Intercompany Reconciliation Reports
- Resolving Intercompany Balancing Entries
- Configuring Automated Currency Translation
- Setting Up Additional Reporting Currencies
- Managing Fiscal Calendars Across Regions
- Handling Tax Jurisdictions in Multiple Countries
- Using Global Address Book for Centralised Data
- Implementing Data Residency and Compliance Rules
- Supporting Multi-Language Financial Labels
Module 12: Project Management and Accounting - Setting Up Project Types and Categories
- Creating New Projects with Budgets and Timelines
- Defining Project Owners and Team Members
- Configuring Hourly and Expense Billing Rules
- Setting Up Time and Expense Workflows
- Automating Time Entry Approvals
- Linking Project Tasks to General Ledger Accounts
- Accruing Revenue Using Percentage of Completion
- Managing Project WIP (Work in Progress)
- Reporting Project Profitability by Manager
- Setting Up Project Estimates and Forecast Overrides
- Tracking Project Costs Against Budgets
- Generating Project Invoices Automatically
- Using Project Workspaces for Daily Monitoring
- Integrating Projects with Resource Management
- Forecasting Future Project Capacity
- Creating Project Dashboards for Executives
Module 13: Inventory and Product Management for Finance - Understanding Item Groups and Product Hierarchies
- Setting Up Ledger Posting Groups for Inventory
- Configuring BOM (Bill of Materials) Components
- Managing Inventory Costing Methods (FIFO, Weighted Avg)
- Linking Inventory to General Ledger Automatically
- Using Item Pricing and Trade Agreements
- Setting Up Charge Codes for Additional Costs
- Revaluing Inventory Periodically
- Posting Inventory Adjustments and Storeroom Transfers
- Running Physical Inventory Counts
- Using Inventory Closing Processes for Accurate Reporting
- Generating Inventory Valuation Reports
- Analysing Stock Turnover and Obsolescence
- Integrating Inventory Insights with Financial Forecasts
- Managing Non-Inventory Items and Services
- Tracking Serial and Batch Numbers for Compliance
Module 14: Manufacturing and Production Accounting - Setting Up Routing and Production Orders
- Configuring Cost Categories for Labour and Overhead
- Posting Production Journals: Start, Report, End
- Accumulating Manufacturing Variances
- Using Work-in-Process (WIP) Reporting
- Reconciling Production Costs with General Ledger
- Calculating Standard vs Actual Production Costs
- Managing Scrap and Rework Costs
- Setting Up Co-Products and By-Products
- Reporting Plant-Level Profitability
- Integrating Shop Floor Data with Finance
- Using Manufacturing Key Performance Indicators
- Automating Cost Rollup for Finished Goods
- Generating Production Efficiency Reports
- Handling Make vs Buy Decisions Financially
Module 15: Integration with Power Platform and Analytics - Connecting Dynamics 365 to Power BI
- Creating Interactive Financial Dashboards
- Using Power Query to Clean Financial Data
- Building Real-Time KPIs for Leadership
- Scheduling Automated Report Distribution
- Using Power Automate for Financial Alerts
- Triggering Approvals Based on Thresholds
- Creating Daily Cash Position Notifications
- Integrating with SharePoint for Document Management
- Using Power Apps to Extend Finance Workflows
- Building Custom Forms for Manager Submissions
- Deploying Audit-Ready Data Archives
- Setting Up Data Gateways for On-Prem Connectors
- Securing Data Sharing with Role-Based Access
- Monitoring Integration Health and Errors
- Using AI Insights for Anomaly Detection
- Exporting Financial Trends to Executive Portals
Module 16: Security, Compliance, and Audit Readiness - Designing Role-Based Security Models
- Assigning Segregation of Duties (SoD)
- Creating Custom Security Roles for Finance Teams
- Using Data Policies for Field-Level Security
- Setting Up Audit Policies and Event Tracking
- Generating Audit Trail Reports
- Monitoring User Login and Data Access
- Using Email Notifications for Sensitive Actions
- Complying with SOX, GDPR, and Local Regulations
- Documenting System Configuration for Internal Audits
- Preparing User Acceptance Testing (UAT) Scripts
- Conducting Periodic Access Reviews
- Using Configuration Checklists for Control
- Generating Compliance Scorecards
- Archiving Financial Records for Long-Term Retention
- Managing User Deactivation and Offboarding
Module 17: System Configuration and Maintenance - Performing Daily System Health Checks
- Monitoring Batch Job Status and Errors
- Clearing Stuck Workflows and Approvals
- Configuring Email Integration for Notifications
- Setting Up Document Handling and Attachments
- Managing Data Import/Export Using Data Entities
- Using Data Management Workspace for Control
- Scheduling Recurring Data Jobs
- Validating Data Before Migration
- Reindexing and Optimising Database Performance
- Setting Up Alerts for Threshold Breaches
- Using System Diagnostics Tools
- Monitoring Disk Usage and Service Capacity
- Planning for Maintenance Windows
- Documenting System Changes and Rationale
- Applying Configuration Updates Safely
Module 18: Final Implementation, Certification & Next Steps - Conducting End-to-End System Walkthrough
- Validating All Financial Processes Post-Setup
- Running Parallel Testing with Legacy Systems
- Creating Training Materials for End Users
- Developing a Post-Go-Live Support Plan
- Using Feedback Loops to Optimize Workflows
- Preparing for Phased Rollout Across Divisions
- Measuring ROI After System Deployment
- Establishing Continuous Improvement Cycles
- Documenting Best Practices for Knowledge Transfer
- Setting Up Internal Dynamics 365 Champions
- Accessing Official Microsoft Learning Paths
- Pursuing Advanced Certifications (e.g. MB-310)
- Joining Professional User Communities
- Optimising Career Profile with New Found Skills
- Adding Your Certificate of Completion to LinkedIn
- Leveraging Your New Expertise in Salary Negotiations
- Preparing Case Studies for Future Interviews
- Enrolling in Expert-Led Follow-Up Programs
- Receiving Lifetime Updates and New Curriculum Modules
- Setting Up Project Types and Categories
- Creating New Projects with Budgets and Timelines
- Defining Project Owners and Team Members
- Configuring Hourly and Expense Billing Rules
- Setting Up Time and Expense Workflows
- Automating Time Entry Approvals
- Linking Project Tasks to General Ledger Accounts
- Accruing Revenue Using Percentage of Completion
- Managing Project WIP (Work in Progress)
- Reporting Project Profitability by Manager
- Setting Up Project Estimates and Forecast Overrides
- Tracking Project Costs Against Budgets
- Generating Project Invoices Automatically
- Using Project Workspaces for Daily Monitoring
- Integrating Projects with Resource Management
- Forecasting Future Project Capacity
- Creating Project Dashboards for Executives
Module 13: Inventory and Product Management for Finance - Understanding Item Groups and Product Hierarchies
- Setting Up Ledger Posting Groups for Inventory
- Configuring BOM (Bill of Materials) Components
- Managing Inventory Costing Methods (FIFO, Weighted Avg)
- Linking Inventory to General Ledger Automatically
- Using Item Pricing and Trade Agreements
- Setting Up Charge Codes for Additional Costs
- Revaluing Inventory Periodically
- Posting Inventory Adjustments and Storeroom Transfers
- Running Physical Inventory Counts
- Using Inventory Closing Processes for Accurate Reporting
- Generating Inventory Valuation Reports
- Analysing Stock Turnover and Obsolescence
- Integrating Inventory Insights with Financial Forecasts
- Managing Non-Inventory Items and Services
- Tracking Serial and Batch Numbers for Compliance
Module 14: Manufacturing and Production Accounting - Setting Up Routing and Production Orders
- Configuring Cost Categories for Labour and Overhead
- Posting Production Journals: Start, Report, End
- Accumulating Manufacturing Variances
- Using Work-in-Process (WIP) Reporting
- Reconciling Production Costs with General Ledger
- Calculating Standard vs Actual Production Costs
- Managing Scrap and Rework Costs
- Setting Up Co-Products and By-Products
- Reporting Plant-Level Profitability
- Integrating Shop Floor Data with Finance
- Using Manufacturing Key Performance Indicators
- Automating Cost Rollup for Finished Goods
- Generating Production Efficiency Reports
- Handling Make vs Buy Decisions Financially
Module 15: Integration with Power Platform and Analytics - Connecting Dynamics 365 to Power BI
- Creating Interactive Financial Dashboards
- Using Power Query to Clean Financial Data
- Building Real-Time KPIs for Leadership
- Scheduling Automated Report Distribution
- Using Power Automate for Financial Alerts
- Triggering Approvals Based on Thresholds
- Creating Daily Cash Position Notifications
- Integrating with SharePoint for Document Management
- Using Power Apps to Extend Finance Workflows
- Building Custom Forms for Manager Submissions
- Deploying Audit-Ready Data Archives
- Setting Up Data Gateways for On-Prem Connectors
- Securing Data Sharing with Role-Based Access
- Monitoring Integration Health and Errors
- Using AI Insights for Anomaly Detection
- Exporting Financial Trends to Executive Portals
Module 16: Security, Compliance, and Audit Readiness - Designing Role-Based Security Models
- Assigning Segregation of Duties (SoD)
- Creating Custom Security Roles for Finance Teams
- Using Data Policies for Field-Level Security
- Setting Up Audit Policies and Event Tracking
- Generating Audit Trail Reports
- Monitoring User Login and Data Access
- Using Email Notifications for Sensitive Actions
- Complying with SOX, GDPR, and Local Regulations
- Documenting System Configuration for Internal Audits
- Preparing User Acceptance Testing (UAT) Scripts
- Conducting Periodic Access Reviews
- Using Configuration Checklists for Control
- Generating Compliance Scorecards
- Archiving Financial Records for Long-Term Retention
- Managing User Deactivation and Offboarding
Module 17: System Configuration and Maintenance - Performing Daily System Health Checks
- Monitoring Batch Job Status and Errors
- Clearing Stuck Workflows and Approvals
- Configuring Email Integration for Notifications
- Setting Up Document Handling and Attachments
- Managing Data Import/Export Using Data Entities
- Using Data Management Workspace for Control
- Scheduling Recurring Data Jobs
- Validating Data Before Migration
- Reindexing and Optimising Database Performance
- Setting Up Alerts for Threshold Breaches
- Using System Diagnostics Tools
- Monitoring Disk Usage and Service Capacity
- Planning for Maintenance Windows
- Documenting System Changes and Rationale
- Applying Configuration Updates Safely
Module 18: Final Implementation, Certification & Next Steps - Conducting End-to-End System Walkthrough
- Validating All Financial Processes Post-Setup
- Running Parallel Testing with Legacy Systems
- Creating Training Materials for End Users
- Developing a Post-Go-Live Support Plan
- Using Feedback Loops to Optimize Workflows
- Preparing for Phased Rollout Across Divisions
- Measuring ROI After System Deployment
- Establishing Continuous Improvement Cycles
- Documenting Best Practices for Knowledge Transfer
- Setting Up Internal Dynamics 365 Champions
- Accessing Official Microsoft Learning Paths
- Pursuing Advanced Certifications (e.g. MB-310)
- Joining Professional User Communities
- Optimising Career Profile with New Found Skills
- Adding Your Certificate of Completion to LinkedIn
- Leveraging Your New Expertise in Salary Negotiations
- Preparing Case Studies for Future Interviews
- Enrolling in Expert-Led Follow-Up Programs
- Receiving Lifetime Updates and New Curriculum Modules
- Setting Up Routing and Production Orders
- Configuring Cost Categories for Labour and Overhead
- Posting Production Journals: Start, Report, End
- Accumulating Manufacturing Variances
- Using Work-in-Process (WIP) Reporting
- Reconciling Production Costs with General Ledger
- Calculating Standard vs Actual Production Costs
- Managing Scrap and Rework Costs
- Setting Up Co-Products and By-Products
- Reporting Plant-Level Profitability
- Integrating Shop Floor Data with Finance
- Using Manufacturing Key Performance Indicators
- Automating Cost Rollup for Finished Goods
- Generating Production Efficiency Reports
- Handling Make vs Buy Decisions Financially
Module 15: Integration with Power Platform and Analytics - Connecting Dynamics 365 to Power BI
- Creating Interactive Financial Dashboards
- Using Power Query to Clean Financial Data
- Building Real-Time KPIs for Leadership
- Scheduling Automated Report Distribution
- Using Power Automate for Financial Alerts
- Triggering Approvals Based on Thresholds
- Creating Daily Cash Position Notifications
- Integrating with SharePoint for Document Management
- Using Power Apps to Extend Finance Workflows
- Building Custom Forms for Manager Submissions
- Deploying Audit-Ready Data Archives
- Setting Up Data Gateways for On-Prem Connectors
- Securing Data Sharing with Role-Based Access
- Monitoring Integration Health and Errors
- Using AI Insights for Anomaly Detection
- Exporting Financial Trends to Executive Portals
Module 16: Security, Compliance, and Audit Readiness - Designing Role-Based Security Models
- Assigning Segregation of Duties (SoD)
- Creating Custom Security Roles for Finance Teams
- Using Data Policies for Field-Level Security
- Setting Up Audit Policies and Event Tracking
- Generating Audit Trail Reports
- Monitoring User Login and Data Access
- Using Email Notifications for Sensitive Actions
- Complying with SOX, GDPR, and Local Regulations
- Documenting System Configuration for Internal Audits
- Preparing User Acceptance Testing (UAT) Scripts
- Conducting Periodic Access Reviews
- Using Configuration Checklists for Control
- Generating Compliance Scorecards
- Archiving Financial Records for Long-Term Retention
- Managing User Deactivation and Offboarding
Module 17: System Configuration and Maintenance - Performing Daily System Health Checks
- Monitoring Batch Job Status and Errors
- Clearing Stuck Workflows and Approvals
- Configuring Email Integration for Notifications
- Setting Up Document Handling and Attachments
- Managing Data Import/Export Using Data Entities
- Using Data Management Workspace for Control
- Scheduling Recurring Data Jobs
- Validating Data Before Migration
- Reindexing and Optimising Database Performance
- Setting Up Alerts for Threshold Breaches
- Using System Diagnostics Tools
- Monitoring Disk Usage and Service Capacity
- Planning for Maintenance Windows
- Documenting System Changes and Rationale
- Applying Configuration Updates Safely
Module 18: Final Implementation, Certification & Next Steps - Conducting End-to-End System Walkthrough
- Validating All Financial Processes Post-Setup
- Running Parallel Testing with Legacy Systems
- Creating Training Materials for End Users
- Developing a Post-Go-Live Support Plan
- Using Feedback Loops to Optimize Workflows
- Preparing for Phased Rollout Across Divisions
- Measuring ROI After System Deployment
- Establishing Continuous Improvement Cycles
- Documenting Best Practices for Knowledge Transfer
- Setting Up Internal Dynamics 365 Champions
- Accessing Official Microsoft Learning Paths
- Pursuing Advanced Certifications (e.g. MB-310)
- Joining Professional User Communities
- Optimising Career Profile with New Found Skills
- Adding Your Certificate of Completion to LinkedIn
- Leveraging Your New Expertise in Salary Negotiations
- Preparing Case Studies for Future Interviews
- Enrolling in Expert-Led Follow-Up Programs
- Receiving Lifetime Updates and New Curriculum Modules
- Designing Role-Based Security Models
- Assigning Segregation of Duties (SoD)
- Creating Custom Security Roles for Finance Teams
- Using Data Policies for Field-Level Security
- Setting Up Audit Policies and Event Tracking
- Generating Audit Trail Reports
- Monitoring User Login and Data Access
- Using Email Notifications for Sensitive Actions
- Complying with SOX, GDPR, and Local Regulations
- Documenting System Configuration for Internal Audits
- Preparing User Acceptance Testing (UAT) Scripts
- Conducting Periodic Access Reviews
- Using Configuration Checklists for Control
- Generating Compliance Scorecards
- Archiving Financial Records for Long-Term Retention
- Managing User Deactivation and Offboarding
Module 17: System Configuration and Maintenance - Performing Daily System Health Checks
- Monitoring Batch Job Status and Errors
- Clearing Stuck Workflows and Approvals
- Configuring Email Integration for Notifications
- Setting Up Document Handling and Attachments
- Managing Data Import/Export Using Data Entities
- Using Data Management Workspace for Control
- Scheduling Recurring Data Jobs
- Validating Data Before Migration
- Reindexing and Optimising Database Performance
- Setting Up Alerts for Threshold Breaches
- Using System Diagnostics Tools
- Monitoring Disk Usage and Service Capacity
- Planning for Maintenance Windows
- Documenting System Changes and Rationale
- Applying Configuration Updates Safely
Module 18: Final Implementation, Certification & Next Steps - Conducting End-to-End System Walkthrough
- Validating All Financial Processes Post-Setup
- Running Parallel Testing with Legacy Systems
- Creating Training Materials for End Users
- Developing a Post-Go-Live Support Plan
- Using Feedback Loops to Optimize Workflows
- Preparing for Phased Rollout Across Divisions
- Measuring ROI After System Deployment
- Establishing Continuous Improvement Cycles
- Documenting Best Practices for Knowledge Transfer
- Setting Up Internal Dynamics 365 Champions
- Accessing Official Microsoft Learning Paths
- Pursuing Advanced Certifications (e.g. MB-310)
- Joining Professional User Communities
- Optimising Career Profile with New Found Skills
- Adding Your Certificate of Completion to LinkedIn
- Leveraging Your New Expertise in Salary Negotiations
- Preparing Case Studies for Future Interviews
- Enrolling in Expert-Led Follow-Up Programs
- Receiving Lifetime Updates and New Curriculum Modules
- Conducting End-to-End System Walkthrough
- Validating All Financial Processes Post-Setup
- Running Parallel Testing with Legacy Systems
- Creating Training Materials for End Users
- Developing a Post-Go-Live Support Plan
- Using Feedback Loops to Optimize Workflows
- Preparing for Phased Rollout Across Divisions
- Measuring ROI After System Deployment
- Establishing Continuous Improvement Cycles
- Documenting Best Practices for Knowledge Transfer
- Setting Up Internal Dynamics 365 Champions
- Accessing Official Microsoft Learning Paths
- Pursuing Advanced Certifications (e.g. MB-310)
- Joining Professional User Communities
- Optimising Career Profile with New Found Skills
- Adding Your Certificate of Completion to LinkedIn
- Leveraging Your New Expertise in Salary Negotiations
- Preparing Case Studies for Future Interviews
- Enrolling in Expert-Led Follow-Up Programs
- Receiving Lifetime Updates and New Curriculum Modules