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Although most customers pay their invoices on time, you need to be able to process invoices that aren't paid by their due date. This module shows you how Dynamics 365 Finance helps companies to process collections for delinquent customers

Units in this learning path:

• 1 Process Credit Collections Intro
• 2 Customer Account Statement
• 3 About Working with Collections
• Collections Coordinator Workspace
• 4 Manage Customer Credit Collections
• 4 2 Credit Management
• 5 Exercise Perform Write Offs
• 8 Process Credit Collections Quiz
• 9 Process Credit Collections Summary

Products: Dynamics 365, Dynamics Finance

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Finance Accounting

Duration: 104 minutes

Explore the fundamentals of AI Builder's Document processing, its benefits to your organization, and its integration with Power Apps.

Units in this learning path:

• 1 Intro to Form Processing
• 2 Create First Model
• 3 Use Model
• 4 Check
• 5 Summary

Products: AI Builder, Power Platform, Power Automate

Roles: Business User, Maker

Level: Beginner

Subjects: Artificial Intelligence

Duration: 32 minutes

Do you receive payments from customers and pay vendors? This module will help you track both in cash management and process those transactions as necessary in Business Central.

Modules in this learning path:

• Cash Management Dynamics 365 Business Central
• Enter Payments Dynamics 365 Business Central
• Suggest Vendor Payments Dynamics 365 Business Central
• Use Checks Dynamics 365 Business Central

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 201 minutes

Are you responsible for period and year-end closing processes? Complete this module, which discusses how to send reminders and finance charge memos to customers. It also discusses Intrastat processing and reporting, and closing a fiscal year.

Modules in this learning path:

• Send Reminders Dynamics 365 Business Central
• Send Memos Dynamics 365 Business Central
• Process Intrastat Dynamics 365 Business Central
• Close Fiscal Year Dynamics 365 Business Central

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 189 minutes

Do you want to find out how to process foreign currency payments in Business Central? If so, follow along with this module, which explains processing foreign currency payments from the cash receipt journal and the payment journal in Business Central.

Units in this learning path:

• 1 Process
• 2 Analyze
• Reverse Entries
• 3 Check
• 4 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Finance Accounting, Process Workflow

Duration: 34 minutes

Explore Fundraising and Engagement, a tool for recording gifts, tracking fundraising efforts, and understanding donor histories in Microsoft Cloud for Nonprofit.

Units in this learning path:

• 1 Introduction
• 2 Transactions
• 3 Donor Commitments
• 4 Payment Schedules
• 5 Lab
• 6 Check
• 7 Summary

Products: Industry Solutions, Mscloud Nonprofit

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Business Applications

Duration: 33 minutes

Do you want to discover how to process incoming documents such as purchase invoices? This module explains how to manually create an incoming document from a PDF file and how to use an OCR service to scan and process documents automatically.

Units in this learning path:

• 1 Setup
• 2 Manually
• 3 Ocr Service
• 4 Invoices
• 5 Check
• 6 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Finance Accounting

Duration: 44 minutes

Learn about process mining with Power Automate.

Modules in this learning path:

• Intro Process Mining
• Use Process Mining
• Extract Event Log
• Transform Load Event Log

Products: Power Automate

Roles: Functional Consultant, Developer

Level: Beginner

Duration: 185 minutes

Process mining in Power Automate can help organizations discover inefficiencies in their processes and enable them to gain a deeper understanding of what goes on within each process from start to finish.

Modules in this learning path:

• Intro Process Mining
• Manage Process Mining
• Hyperautomation Process Mining
• Governance Process Mining

Products: Power Automate, Power Bi

Roles: Functional Consultant, Developer

Level: Beginner, Intermediate

Duration: 132 minutes

Learn how to process purchase order invoices in Dynamics 365 Finance.

Units in this learning path:

• Introduction
• Invoice Types
• Record Vendor Invoices
• Accounts Payable Credit Memos
• Process Purchase Orders Invoices
• Periodically Recurring Invoices
• Exercise Record Invoice
• Exercise Record Vendor Invoice Without Purchase Order
• Check
• Summary

Products: Dynamics 365, Dynamics Finance

Roles: Functional Consultant

Level: Intermediate

Subjects: Finance Accounting

Duration: 87 minutes

Learn about processing purchase orders in Supply Chain Management.

Units in this learning path:

• 2 Overview Po Process
• 1 Set Up Purchasing Parameters
• 3 Use Po Change Management
• 4 Use Item Arrivals
• 5 Manage Over Under Delivery
• 6 Manage Charges Po
• 7 Create Vendor Returns
• 8a Exercise
• 9 Knowledge Check
• 10 Summary

Products: Dynamics 365, Dynamics Scm

Roles: Business User, Functional Consultant

Level: Intermediate

Subjects: Process Workflow, Supply Chain Management

Duration: 115 minutes

Learn the basics of receipt processing in AI Builder and how it can benefit your organization.

Units in this learning path:

• 1 Introduction
• 2 Business Problems
• 3 Create App
• 4 Create Workflow
• 5 Check
• 6 Summary

Products: AI Builder, Power Platform, Power Automate

Roles: Maker, Administrator

Level: Beginner

Subjects: Artificial Intelligence

Duration: 15 minutes