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Microsoft

Set up chart of accounts in Dynamics 365 Finance

Streamline your business processes with Dynamics 365 Finance by effectively managing financial accounts in your organization's general ledger system.

Units in this learning path:

• Introduction
• Main Account Categories
• Main Account Information
• Allocation Terms
• Main Account Validation Options
• Main Account Closing Options
• Financial Tags
• Accounts Automatic Transactions
• Lab
• Check
• Summary

Products: Dynamics 365, Dynamics Finance

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 62 minutes

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Microsoft

Set up configurable products in Dynamics 365 Supply Chain Management

Learn to set up configurable products in Dynamics 365 Supply Chain Management.

Units in this learning path:

• Introduction
• Product Configurator
• Elements Model
• Scenario
• Product Model Components
• Exercise Set Up
• Create Model
• Expression Constraints
• Calculations
• Boms Routes
• Configuration Rules
• Sales Price Models
• Exercise Create
• Exercise Add
• Check
• Summary

Products: Dynamics 365, Dynamics Scm

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Supply Chain Management

Duration: 81 minutes

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Microsoft

Set up cost and sales prices for time, expense, and materials in Dynamics 365 Project Operations

Learn about cost and sales prices.

Units in this learning path:

• Introduction
• Price Lists
• Labor Bill Rates
• Labor Cost Rates
• Cost Sales Rates Expenses
• Cost Sales Rates Materials
• Budget
• Exercise
• Check
• Summary

Products: Dynamics 365, Dynamics Project Operations, Dynamics Finance

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Business Applications

Duration: 60 minutes

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Microsoft

Set up credit and collections in Dynamics 365 Finance

Although most customers pay their invoices on time, you must be able to process invoices that aren't paid by their due date. Accounts receivable collections information is managed in one central view by using the Collections page in Dynamics 365 Finance. Credit and collections managers can use this central view to manage collections.

Units in this learning path:

• 1 Config Credit Intro
• 2 Config Ar Credit
• 3 Config Credit Comp
• 4 Setup Interest Rates
• 5 Waive Reinstate
• 6 Setup Collect Letters
• 7 Exercise Setup Credit
• 8 Exercise Write Off
• 9 Conf Credit Coll Quiz
• 10 Conf Credit Summary

Products: Dynamics 365, Dynamics Finance

Roles: Functional Consultant

Level: Intermediate

Subjects: Finance Accounting

Duration: 88 minutes

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Microsoft

Set up currencies and exchange rates in Dynamics 365 Business Central

If you want to know how to start using foreign currencies in Business Central, follow along with this module, which explains how to create currencies and enter exchange rates.

Units in this learning path:

• 1 Setup
• 2 Enter
• 3 Services
• 4 Assign
• Revalue
• 5 Check
• 6 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 43 minutes

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Microsoft

Set up dimensions in Dynamics 365 Business Central

If you are responsible for financial reporting, then follow along with this module to learn how to set up dimensions. Dimensions are used to group posted entries for reporting purposes. Dimensions can be used throughout Business Central on entries in journals, documents, and budgets. Additionally, dimensions offer more extensive analysis and reporting functionalities.

Units in this learning path:

• 1 Dimensions
• 2 Sales Order
• 3 Global Shortcut
• 4 Default
• 5 Account Types
• 6 Priorities
• 7 Combinations
• 8 Exercise
• 9 Check
• 10 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 79 minutes

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Microsoft

Set up discounts for your customers in Dynamics 365 Business Central

Do you offer sales discounts? This module focuses on how to set up and use sales discounts in Business Central.

Units in this learning path:

• 1 Set Up
• 2 Use
• 3 Invoice
• 4 Customer Use
• Manage Experience
• 5 Exercise
• 6 Check
• 7 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 45 minutes

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Microsoft

Set up dual-write in finance and operations apps

gear-duotone-light-full Software Development
Learn how to integrate Dataverse and finance and operations apps using dual-write in Microsoft Dynamics 365.

Units in this learning path:

• Introduction
• Dual Write Architecture
• Dual Write Key Concepts
• Dual Write Release Strategy
• Dual Write Basic Navigation
• Installation Setup
• Exercise
• Check
• Summary

Products: Dynamics 365, Dynamics Finance

Roles: Solution Architect, Administrator

Level: Intermediate

Subjects: Cross Development, Architecture, Data Management

Duration: 69 minutes

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Microsoft

Set up email in Dynamics 365 Business Central

Learn how to set up accounts, compose and send email messages, attach documents, assign scenarios, send sales documents, and check the outbox and sent emails in Microsoft Dynamics 365 Business Central.

Units in this learning path:

• 1 Introduction
• 2 Set Up Accounts
• 3 Compose Send
• 4 Send Documents
• 5 Document Send Profile
• 6 Assign Scenarios
• 7 Send Sales Document
• 8 Check Sent Emails
• 9 Check Email Outbox
• 10 Check
• 11 Summary

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Business Applications

Duration: 43 minutes

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Microsoft

Set up engineering change management for Dynamics 365 Supply Chain Management

Learn how to set up engineering change management for Dynamics 365 Supply Chain Management.

Modules in this learning path:

• Get Started Engineering Change Management
• Enable Engineering Change Management
• Convert Engineering Product Supply Chain Management

Products: Dynamics 365, Dynamics Scm

Roles: Administrator, Functional Consultant, Business User

Level: Intermediate

Subjects: Supply Chain Management, Change Management

Duration: 189 minutes

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Microsoft

Set up financial dimensions in Dynamics 365 Finance

Learn the importance of financial dimensions and how to set them up in Dynamics 365 Finance for better tracking and analysis of financial data.

Units in this learning path:

• Introduction
• Define Dimensions
• Create Custom
• Create Entity Backed
• Activate Delete
• Default Values
• Derived Dimensions
• Set Up Templates
• Define Structure Rules
• Ledger Account Aliases
• Exercise
• Check
• Summary

Products: Dynamics 365, Dynamics Finance

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 74 minutes

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Microsoft

Set up financial management in Microsoft Dynamics 365 Business Central

Do you want to use Business Central for financial management? Then, this learning path is for you. It discusses the setup of number series, audit trail codes, posting groups, dimensions and the chart of accounts.

Modules in this learning path:

• Business Central Configure General Ledger Setup
• Number Series Trail Codes Dynamics 365 Business Central
• Posting Groups Dynamics 365 Business Central
• Dimensions Dynamics 365 Business Central
• Chart Accounts Dynamics 365 Business Central

Products: Dynamics 365, Dynamics Business Central

Roles: Functional Consultant, Business User

Level: Intermediate

Subjects: Finance Accounting

Duration: 265 minutes

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