Microsoft dynamics 365 for finance
Automate and modernize your global financial operations with Dynamics 365 Finance. Monitor
performance in real time, predict future outcomes, and make data-driven decisions to drive
business growth.
Financial management
General ledger:
Dynamics 365 Finance enables business users to control finances and manage money with accurate information at any time for financial planning and forecasting, and staying informed on analytics. Since finance is the heart of the business, and the general ledger unit is the heart of financial management, this learning path shows you how to set up jobs in the general ledger unit. It also covers how to complete lockdown procedures for a period or year.
Dynamics 365 Finance enables business users to control finances and manage money with accurate information at any time for financial planning and forecasting, and staying informed on analytics. Since finance is the heart of the business, and the general ledger unit is the heart of financial management, this learning path shows you how to set up jobs in the general ledger unit. It also covers how to complete lockdown procedures for a period or year.
Accounts receivable:
Configure the Accounts Receivable module in Dynamics 365 Finance to generate customer invoices, fill slips, and use free text invoices that are not related to sales orders. On this learning path, you will also learn how to perform daily tasks in accounts receivable.
Configure the Accounts Receivable module in Dynamics 365 Finance to generate customer invoices, fill slips, and use free text invoices that are not related to sales orders. On this learning path, you will also learn how to perform daily tasks in accounts receivable.
Accounts payable:
Seller setup with ability to record contact information, financial information, legal and tax information, and diversity information such as minority (MBE), small business (SBE) and women-owned (WBE) etc.
Seller setup with ability to record contact information, financial information, legal and tax information, and diversity information such as minority (MBE), small business (SBE) and women-owned (WBE) etc.
Budgets:
Every organization, whether private or public, sets financial and operational goals by creating budgets. With the collaborative nature and process-driven budget planning, you can make your budget process more efficient.
Every organization, whether private or public, sets financial and operational goals by creating budgets. With the collaborative nature and process-driven budget planning, you can make your budget process more efficient.
Account schedules:
Use charts of accounts to get an insight into the financial data stored in your chart of accounts. Accounts tables analyze numbers in G / L accounts, and compare general ledger entries with general ledger budget entries. The results are displayed in graphs on the center of your role, such as the cash flow chart, and in reports, such as the income statement and balance sheet reports.
Use charts of accounts to get an insight into the financial data stored in your chart of accounts. Accounts tables analyze numbers in G / L accounts, and compare general ledger entries with general ledger budget entries. The results are displayed in graphs on the center of your role, such as the cash flow chart, and in reports, such as the income statement and balance sheet reports.
Bank reconciliation:
When you receive a bank statement, you should periodically reconcile legal entity bank transactions with the transactions on the bank statement.
When you receive a bank statement, you should periodically reconcile legal entity bank transactions with the transactions on the bank statement.
Inventory Management
Inventory:
The following learning map outlines the key concepts and tasks that make up the framework for the inventory management unit. Click on the Learning Map below to expand it. This educational map will get you started.
The following learning map outlines the key concepts and tasks that make up the framework for the inventory management unit. Click on the Learning Map below to expand it. This educational map will get you started.
Item substitutions:
Take control of your inventory investment. The ENAVATE replacement management app enables the distributor to implement a replacement strategy that can drive more inventory turns and increase purchasing efficiency. Not only does reducing backorder requests make customers happy, it also reduces the drain and expense that backorder processing has on your operations.
Take control of your inventory investment. The ENAVATE replacement management app enables the distributor to implement a replacement strategy that can drive more inventory turns and increase purchasing efficiency. Not only does reducing backorder requests make customers happy, it also reduces the drain and expense that backorder processing has on your operations.
Returns and cancellations:
If a customer wants to return items or be compensated for the items or services that you have sold and received, you must create and post a sales credit memo that outlines the required change. To include the correct sales invoice information, you can create a sales credit memo directly from the published sales invoice or you can create a new sales credit memo with the copied invoice information.
If a customer wants to return items or be compensated for the items or services that you have sold and received, you must create and post a sales credit memo that outlines the required change. To include the correct sales invoice information, you can create a sales credit memo directly from the published sales invoice or you can create a new sales credit memo with the copied invoice information.
Sales
Sales invoicing:
Once your customer accepts a quote, you can create an invoice in Dynamics 365 Sales Professional for the next sales invoice. You can also create an invoice that is not generated from a quote.
Once your customer accepts a quote, you can create an invoice in Dynamics 365 Sales Professional for the next sales invoice. You can also create an invoice that is not generated from a quote.
Sales order management:
You may sell different items using different processes. However, you must set up at least one sales process in Microsoft Dynamics 365 Sales. But you can set up additional processes to match how your business operates. Use sales order processing to automate your organization. Create and manage orders and support various sales operations such as creating and managing quotes, working with orders, and invoices.
You may sell different items using different processes. However, you must set up at least one sales process in Microsoft Dynamics 365 Sales. But you can set up additional processes to match how your business operates. Use sales order processing to automate your organization. Create and manage orders and support various sales operations such as creating and managing quotes, working with orders, and invoices.
Pricing and Discounting:
Each type of discount has a dedicated page that you use to create and manage the discount. Commerce also has an all discounts page and a workspace to manage rates and discounts, both of which you can use to create new discount of any kind.
Each type of discount has a dedicated page that you use to create and manage the discount. Commerce also has an all discounts page and a workspace to manage rates and discounts, both of which you can use to create new discount of any kind.
Contact management:
Dynamics 365 Marketing keeps an eye on leads and can automatically score each one of them based on how parent contacts interact with your marketing initiatives. For example, a lead score might increase every time a primary contact opens a related email message, signs up for a download, or attends a sales event.
Dynamics 365 Marketing keeps an eye on leads and can automatically score each one of them based on how parent contacts interact with your marketing initiatives. For example, a lead score might increase every time a primary contact opens a related email message, signs up for a download, or attends a sales event.
Opportunity management:
Microsoft Dynamics 365's opportunity management capabilities make it easier to manage opportunities and convert more leads.
Microsoft Dynamics 365's opportunity management capabilities make it easier to manage opportunities and convert more leads.
Interaction management:
There are two ways to document interactions: You can create interactions
that are related to a single communication or a section manually.
For example, when you print an invoice or quote, you
will automatically record interactions when you perform actions in the application.
There are two ways to document interactions: You can create interactions
that are related to a single communication or a section manually.
For example, when you print an invoice or quote, you
will automatically record interactions when you perform actions in the application.
Purchasing:
Purchasers operating with Microsoft Dynamics 365 Business Central often use post-it
notes or Excel sheets, as purchase orders cannot be properly handled.
This app, Purchase Order Management, offers
you a summary that is actionable.
Purchasers operating with Microsoft Dynamics 365 Business Central often use post-it
notes or Excel sheets, as purchase orders cannot be properly handled.
This app, Purchase Order Management, offers
you a summary that is actionable.
Vendor management:
Dynamics 365 offers vendor management, but with subcontractor management,
PCMs from SIS bring it to a new level.
Enable the project and accounting teams to track all suppliers
and their subcontracts for compliance requirements with these additional tools.
Dynamics 365 offers vendor management, but with subcontractor management,
PCMs from SIS bring it to a new level.
Enable the project and accounting teams to track all suppliers
and their subcontracts for compliance requirements with these additional tools.
Vendor item catalog:
One of the most useful tools available in Microsoft Dynamics NAV to help
keep your list of items clean and organized is the Item Vendor Catalog table.
It is a dynamic table that enables users to record the item numbers
of their vendors and to connect them to the internal numbers of their business.
One of the most useful tools available in Microsoft Dynamics NAV to help
keep your list of items clean and organized is the Item Vendor Catalog table.
It is a dynamic table that enables users to record the item numbers
of their vendors and to connect them to the internal numbers of their business.
Project Management:
Project management capabilities in Microsoft Dynamics 365 Finance and
Operations are used to manage projects from start to finish.
It helps to optimize your processes and
facilitates the achievement of all your project objectives.
You can prioritize tasks and take the necessary
action to resolve issues and forward projects.
Project management capabilities in Microsoft Dynamics 365 Finance and
Operations are used to manage projects from start to finish.
It helps to optimize your processes and
facilitates the achievement of all your project objectives.
You can prioritize tasks and take the necessary
action to resolve issues and forward projects.
Job Management:
In Business Central, you can perform common project management tasks, such as setting up a
job and scheduling a resource, and providing the information needed to manage budgets and monitor progress.
You can track machine and employee
hours on the project using time sheets.
As a project manager, you have a good overview, not only of individual jobs, but also of the allocation of employees, machinery and other resources being used in all projects.
In Business Central, you can perform common project management tasks, such as setting up a
job and scheduling a resource, and providing the information needed to manage budgets and monitor progress.
You can track machine and employee
hours on the project using time sheets.
As a project manager, you have a good overview, not only of individual jobs, but also of the allocation of employees, machinery and other resources being used in all projects.
Capacity management:
Managing people without resource management or capacity planning software can lead to a number of serious problems, such as over-involvement, poor quality
of service, under-use and even lack of service revenue targets due to the inability to hire, train and staff on time for projects.
Let us examine some of the key competencies that modern professional services organizations
should be able to manage for each project, as well as for larger businesses.
Managing people without resource management or capacity planning software can lead to a number of serious problems, such as over-involvement, poor quality
of service, under-use and even lack of service revenue targets due to the inability to hire, train and staff on time for projects.
Let us examine some of the key competencies that modern professional services organizations
should be able to manage for each project, as well as for larger businesses.
Budgets/Estimates:
Microsoft Dynamics 365 Finance provides project forecasts and
project budgets for managing and controlling your projects.
Microsoft Dynamics 365 Finance provides project forecasts and
project budgets for managing and controlling your projects.
Additional capabilities:
Microsoft Dynamics 365 has the capability to handle these multi-currency scenarios.
Microsoft Dynamics 365 has the capability to handle these multi-currency scenarios.
Dimensions:
Financial dimensions for finance
and operations in Dynamics 365.
Financial dimensions are nothing but the strategic business dimensions
that are used to obtain meaningful information from the transaction.
Dimensions are decided in accordance with the business need and keeping in view the business objectives.
Financial dimensions for finance
and operations in Dynamics 365.
Financial dimensions are nothing but the strategic business dimensions
that are used to obtain meaningful information from the transaction.
Dimensions are decided in accordance with the business need and keeping in view the business objectives.
Document reporting:
Document Reporting Services is based on
Microsoft SQL Server Reporting Services (SSRS).
These services are hosted in the Microsoft Azure
compute service in the current version of the application.
If you are developing in a single-box environment, the
services will also run locally in the Azure compute emulator.
Document Reporting Services is based on
Microsoft SQL Server Reporting Services (SSRS).
These services are hosted in the Microsoft Azure
compute service in the current version of the application.
If you are developing in a single-box environment, the
services will also run locally in the Azure compute emulator.
Finance and Operations Report
