Microsoft Dynamics

Microsoft Dynamics D365 Finance and Operations (D365FO):

Dynamics 365 Finance and Operations (formerly called as Axapta, AX) provides fast, dependable, and comprehensive accounting, financial reporting, and analysis. It also provides all the functionality that you need to update accounts efficiently and comply with reporting requirements.

This module introduces Dynamics 365 Finance, and its features and related modules in Finance and Operations apps. Additionally, it explains you how this functionality helps businesses make better decisions quickly by bringing together a complete set of adaptable finance capabilities with built-in analytics and intelligence across industries, such as distribution, retail, supply chain, manufacturing, service industries, and public sector.

Understand the financial management aspects in Microsoft Dynamics D365FO Successfully configure and set up your software Learn about real-life business requirements and their solutions Get to know the tips and tricks you can utilize during analysis, design, deployment, and operation phases in a project lifecycle.

Course Overview

Microsoft Dynamics D365 Finance Training Details
Duration  40Hours
Type        Online Training
Includes   Meterials
Chapter 1 Module 1: General Ledger
CH1-T1 Navigate the General Ledger Workspace
CH1-T2 Set up Currencies and Exchange Rates
CH1-T3 Enable Exchange Rate Providers
CH1-T4 Import Exchange Rates
CH1-T5 Set up Periods and Fiscal Years
CH1-T6 Set up Reason Codes and Period Allocations
CH1-T7 Create Financial Dimensions
CH1-T8 Configure Account Structure
CH1-T9 Advanced Rules Structure
CH1-T10 Create a Main Account
CH1-T11 Create Financial Dimension Sets
CH1-T12 Complete Ledger Setup
CH1-T13 Review the account setup for Automatic Transactions
CH1-T14 Review General Ledger Parameters
CH1-T15 Discuss Journal Controls
CH1-T16 Posting Restrictions
CH1-T17 Set up Balance Control Accounts
CH1-T18 Review Inquiries and Reports
CH1-T19 Review the entry process for General Journals
CH1-T20 Create Journals Names
CH1-T21 Journal workflow
CH1-T22 Review the entry and posting of General Journals
CH1-T23 Complete posting Global General Ledger Journals
CH1-T24 Review posting multiple journals
CH1-T25 Journals with workflow approval
CH1-T26 Periodic journals
CH1-T27 Discuss ledger accruals
CH1-T28 Review posting intercompany transactions
CH1-T29 Review setup for intercompany accounting
CH1-T30 Post an intercompany transaction
CH1-T31 Trace intercompany transactions
CH1-T32 Set up fiscal year end close parameters
CH1-T33 Create a new fiscal year
CH1-T34 Control transactions in a closing period
CH1-T35 Hold or close a period
CH1-T36 Create year-end adjustments
CH1-T37 Transfer opening balances to the new year
CH1-T38 Describe what a consolidation is
CH1-T39 Review Eliminations
CH1-T40 General consolidation considerations
CH1-T41 Complete a consolidation
CH1-T42 Foreign currency considerations
Chapter 2 Module 2: Cash And Bank Management
CH2-T1 Review Bank Transaction Types
CH2-T2 Bank Transaction Groups
CH2-T3 Enable Exchange Rate Providers
CH2-T4 Review Bank Parameters
CH2-T5 Create a Bank Account
CH2-T6 Create a Check Layout
CH2-T7 Work with Checks
CH2-T8 Void check
CH2-T9 Manually reconcile a bank account
CH2-T10 Check cancellation
CH2-T11 Deposit slip cancellation
CH2-T12 Complete a Bank Reconciliation
Chapter 3 Module 3: Account Payble
CH3-T1 Set up Payment Schedules
CH3-T2 Set up Terms of Payment
CH3-T3 Create Cash Discount Codes
CH4-T4 Create Payment Fees
CH3-T5 Review Accounts Payable Parameters
CH3-T6 Set up Vendor Posting Profiles
CH3-T7 Create Vendor Groups
CH3-T8 Create a Vendor
CH3-T9 Review Vendor details applicable to Finance
CH3-T10 Create a Vendor Invoice Manually
CH3-T11 Create a Vendor Invoice from a Purchase Receipt
CH3-T12 Set Invoice Matching Policies
CH3-T13 Update Match status on an Invoice
CH3-T14 Over-ride matching requirements for an Invoice
CH3-T15 Discuss Journal Controls
CH3-T16 Create an Invoice Journal
CH3-T17 Create an Invoice Approval Journal
CH3-T18 Review the Invoice Register
CH3-T19 Review Voucher Templates
CH3-T20 Review Methods of Payment Setup
CH3-T21 Create Payment Journals
CH3-T22 Reverse payments to vendors
CH3-T23 Review Inquiries and Reports
CH3-T24 Review Bridging Accounts/td>
CH3-T25 Review concept of prepayment
CH3-T26 Set up prepayments
CH3-T27 Process prepayments with a payment journal
CH3-T28 Process prepayments on a purchase order
Chapter 4 Module 4: Accounts Receivable
CH4-T1 Set up Terms of Payment
CH4-T2 Create Cash Discount Codes
CH4-T3 Review Accounts Receivable Parameters
CH4-T4 Set up Customer Posting Profiles
CH4-T5 Create Customer Groups
CH4-T6 Create a Customer
CH4-T7 Review Customer details applicable to Finance
CH4-T8 Create Free Text Invoices
CH4-T9 Recurring Free Text Invoices
CH4-T10 Correct a Free Text Invoice
CH4-T11 Create an Invoice against a Sales Order
CH4-T12 Review the Customer Invoicing Workspace
CH4-T13 Review customer statements
CH4-T14 Review Aging Periods
CH4-T15 Review Customer Payment Setup
CH4-T16 Create and process a Customer Payment Journal
CH4-T17 Edit Open Customer Transactions
CH4-T18 Create Item Sales Tax groups
Chapter 5 Module 5: Tax
CH5-T1 Review ledger posting groups
CH5-T2 Create Sales Tax Authorities
CH5-T3 Set up Sales Tax Settlement Periods
CH5-T4 Create Sales Tax codes
CH5-T5 Exemption codes
CH5-T6 Create Sales Tax groups
CH5-T7 Create Item Sales Tax groups
CH5-T8 Review Sales Tax Transactions
Chapter 6 Module 6: Fixed Assets
CH6-T1 Complete fixed asset setup for journal names and parameters
CH6-T2 Create fixed asset books
CH6-T3 Create fixed asset groups
CH6-T4 Set up posting profiles and reason codes
CH6-T5 Set up fixed asset calendars
CH6-T6 Create assets
CH6-T7 Complete fixed asset depreciation setup for depreciation methods
CH6-T8 Set up depreciation profiles
CH6-T9 Review Lending Assets
CH6-T10 Copy Fixed Assets and Changing Fixed Assets Groups
CH6-T11 Review Fixed Assets Additions
CH6-T12 Review Fixed Assets Inquiries and Reports
CH6-T13 Fixed Assets Replacement Cost and Insured Value Update
CH6-T14 Review and demonstrate fixed asset transactions
CH6-T15 Acquire fixed assets from fixed asset journal
CH6-T16 Acquire fixed assets from purchase orders
CH6-T17 Acquire fixed assets from inventory
CH6-T18 Review the integration with the projects’ module
CH6-T19 Manually depreciate a fixed asset
CH6-T20 Use depreciation proposal to depreciate a fixed asset
Chapter 7 Other Modules
CH7-T1 Inventory posting setup
CH7-T2 Item groups
CH7-T3 Item model groups
CH7-T4 Product types (Service, Item)
CH7-T5 Product sub types (Product, Product master)
CH7-T6 Product variants (Size, Color, Style, Configuration)
CH7-T7 Sites
CH7-T8 Warehouses
CH7-T9 Product dimension groups
CH7-T10 Storage dimension groups
CH7-T11 Tracking dimension groups
CH7-T12 Procure to pay cycle
CH7-T13 Order to cash cycle
CH7-T14 Data Management ( DIMF)

Microsoft Dynamics D365 Business Central ( D365BC)

Built and optimized for small and medium businesses, Dynamics 365 Business Central is an application for companies that have outgrown their entry-level business applications. Growing businesses often outgrow their basic accounting software or legacy enterprise resource planning (ERP) systems that are unable to handle increased inventory and transactions, lack integration with other line-of-business systems, and have reporting limitations. Businesses are also challenged with the logistics of providing services that have more scalability, increased mobility, and availability in the cloud. With Business Central, you can manage your financials, automate and secure your supply chain, sell smarter, improve customer service and project performance, and optimize your operations

Course Overview

Microsoft Dynamics D365 Business Central Functional Training
D365 Business Central Functional Training
Duration 40Hours
Type       Online Training
Includes  Meterials
Chapter 1 Module 1: General Ledger
CH1-T1 Navigate the Home Page
CH1-T2 Roles, Role Centre
CH1-T3 Setup Currency Codes
CH1-T4 Currency Exchange rates
CH1-T5 Setup Automatic exchange rates
CH1-T6 Setup Accounting Periods
CH1-T7 Create Reason Codes
CH1-T8 Create Financial Dimensions
CH1-T9 Dimension combination
CH1-T10 Create Chart of Accounts
CH1-T11 Change Global Dimensions
CH1-T12 Reconciliation Account in COA
CH1-T13 Import chart of accounts
CH1-T14 Complete General Ledger Setup
CH1-T15 General Journal Templates from GL setup
CH1-T16 Account schedules
CH1-T17 Reports
CH1-T18 General Journal Template
CH1-T19 Post Journal without workflow
CH1-T20 Post Journal with workflow
CH1-T21 Import General journal transactions
CH1-T22 Recurring Journal
CH1-T23 Reversing Journal
CH1-T24 Deferral template
CH1-T25 Correcting Dimension entries
CH1-T26 Run Foreign Exchange gain/loss report
CH1-T27 Intercompany(IC) setup
CH1-T28 Post an intercompany transaction
CH1-T29 Trace intercompany transactions
CH1-T30 Manage Intercompany Inbox and Outbox transactions
CH1-T31 Hold or close a period
CH1-T32 Perform Year end closing
CH1-T33 Perform adjustment entries after Year end
CH1-T34 Consolidation setup
CH1-T35 Perform Consolidation
CH1-T36 Manage Elimination entries
CH1-T37 Generate Consolidated Trial balance
CH1-T38 Create G/L Budgets
CH1-T39 Import budgets
Chapter 2 Module 2: Cash and Bank Management
CH2-T1 Bank posting group
CH2-T2 Create bank
CH2-T3 Cash Receipt Journals
CH2-T4 Payment Journals
CH2-T5 Payment Registration
CH2-T6 Payment reversal
CH2-T7 Generate Check
CH2-T8 Generate EFT file
CH2-T9 Generate Positive Pay
CH2-T10 Bank Deposits
CH2-T11 Data exchange defination
CH2-T12 Bank import / Export
CH2-T13 Import Bank statement
CH2-T14 Bank Reconciliation
CH2-T15 Reports
Chapter 3 Module 3: Accounts Payable
CH3-T1 Purchase & payable setup
CH3-T2 Set up Terms of Payment
CH3-T3 Payment Methods
CH4-T4 Standard purchase codes
CH3-T5 Create Purchaser Codes
CH3-T6 Vendor Group
CH3-T7 Vendor posting Group
CH3-T8 Create Vendor
CH3-T9 Purchase Invoice Journals
CH3-T10 Shipment Methods
CH3-T11 Return Reasons
CH3-T12 Report selections purchase
CH3-T13 Payment journals
CH3-T14 Generate EFT files
CH3-T15 Blanket Purchase order
CH3-T16 Create Purchase Quote
CH3-T17 Approve Purchase Quote
CH3-T18 Convert Quote to Order
CH3-T19 Post Purchase Receipt
CH3-T20 Post Purchase Invoice
CH3-T21 Create Corrective credit memo
CH3-T22 Create Purchase credit memo
CH3-T23 Reports
Chapter 4 Module 4: Sales
CH4-T1 Sales & Receivables setup
CH4-T2 Sales Person / Purchasers
CH4-T3 Item charges
CH4-T4 Payment terms
CH4-T5 Payment methods
CH4-T6 Customer Price Groups
CH4-T7 Customer Disc. Groups
CH4-T8 Standard Sales Codes
CH4-T9 Item Discount Group
CH4-T10 Shipment Methods
CH4-T11 Shipping Agents
CH4-T12 Return Reasons
CH4-T13 Report Selection - Sales
CH4-T14 Create Contact
CH4-T15 Customer Groups
CH4-T16 Customer Posting Group
CH4-T17 General Posting Setup
CH4-T18 Create Customer
CH4-T19 Sales Sales Quote
CH4-T20 Convert Sales Quote to Order
CH4-T21 Sales Order with Approval
CH4-T22 Sales shipment
CH4-T23 Sales Invoice
CH4-T24 Sales Credit memo
CH4-T25 Sales invoice correction
CH4-T26 Customer Aging report
CH4-T27 Customer statement
CH4-T28 Other Reports and Inquiries
CH4-T29 History
Chapter 5 Module 5: Fixed Assets
CH5-T1 Fixed Asset (FA) setup
CH5-T2 FA Classes
CH5-T3 FA Subclasses
CH5-T4 FA Locations
CH5-T5 FA Posting group
CH5-T6 Insurance Types
CH5-T7 Depreciation Books
CH5-T8 Depreciation Tables
CH5-T9 FA Journal Templates
CH5-T10 FA Reclassification Journal Template
CH5-T11 Create Fixed Asset
CH5-T12 Acquire Fixed asset through FA G/L Journal
CH5-T13 Acquire Fixed Asset through Purchase Order
CH5-T14 Calculate FA Depreciation
CH5-T15 Sale Fixed Asset through FA Journal
CH5-T16 Sale Fixed Asset through sales order
Chapter 6 Module 6: Inventory Module
CH6-T1 Inventory Setup
CH6-T2 Costing Methods
CH6-T3 Create an Item
CH6-T4 Create Service item
CH6-T5 Item Journal
CH6-T6 Item Ledger entries
CH6-T7 Item Reclassification
CH6-T8 Sales Prices
CH6-T9 Purchase Prices
CH6-T10 Adjust Item Cost Entries
CH6-T11 Post Inventory Cost to G/L
CH6-T12 Adjust Inventory
CH6-T13 Physical Inventory Journal
Chapter 7 Module 7: Tax
CH7-T1 Sales Tax Setup
CH7-T2 Tax Groups
CH7-T3 Tax Jurisdiction
CH7-T4 Tax Areas
CH7-T5 Tax Details
CH7-T6 Link Tax Area code to Customer/Vendor
CH7-T7 1099 Tax
CH7-T8 Use Tax

Microsoft Dynamics D365CE (Customer Engagement)

Microsoft Dynamics 365 Customer Engagement CE is a cloud-based customer relationship management (CRM) system that lets you engage with your business’ most prized asset: Customers. It’s just one of the many interconnected SaaS applications that make up Microsoft Dynamics 365, an entire portfolio of business tools that revolutionize sales, marketing, field service, customer service, and more.

Our Microsoft Dynamics D365CE Training courses demonstrate to individuals and businesses how to get the most out of this flexible and intelligent software suite. This course will provide you with a hands-on experience of the service's features and components of Microsoft Dynamics 365. Attending our Microsoft Dynamics 365 courses will help you to gain the skills required to use the ERP and CRM systems of Dynamics 365 and attain higher job profiles in prominent organisations.

Course Overview

Microsoft Dynamics D365CE
Type      Online Training
Includes Meterials

Microsoft Power BI

Power BI is an interactive data visualization software product developed by Microsoft with primary focus on business intelligence. It is part of the Microsoft Power Platform. Power BI is a collection of software services, apps, and connectors that work together to turn unrelated sources of data into coherent, visually immersive, and interactive insights. Data may be input by reading directly from a database, webpage, or structured files such as spreadsheets, CSV, XML, and JSON.

Course Overview

Microsoft Dynamics D365 Finance Training Details
Microsoft Dynamics D365CE
Type      Online Training
Includes Meterials