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Description
This course reviews the general concepts related to the financial setup of customers in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. It also covers how to create and process Free Text Invoices and Sales Order Invoices, handle customer collections and customer payment receipts.
This course helps prepare you for exam MB6-895.
This course helps prepare you for assessment Financial Management in Microsoft Dynamics 365 for Finance and Operations.
What are the goals for this course?
- Set up Terms of Payment
- Create Cash Discount Codes
- Review Accounts Receivable Parameters
- Set up Customer Posting Profiles
- Create Customer Groups
- Create a Customer
- Review Customer details applicable to Finance
- Create Free Text Invoices and Recurring Free Text Invoices
- Correct a Free Text Invoice
- Create an Invoice against a Sales Order
- Review the Customer Invoicing Workspace
- Review customer statements
- Set up Collection Letters
- Process Collection Letters
- Setup Interest Codes
- Calculate and Post Interest for Overdue Accounts Receivable
- Manage Interest
- Review Aging Periods
- View and Manage Collections Information
- Review Advanced Collections Management Tasks
- Review Customer Payment Setup
- Create and process a Customer Payment Journal
- Process Electronic Customer Payments
- Edit Open Customer Transactions
- Review Inquiries and Reports
- General knowledge of Microsoft Windows
- Have a basic understanding of finance and accounting processes
- Completed the Introduction to Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition courses
- The ability to use Microsoft Dynamics 365 for Finance and Operations for basic processing
- General knowledge of basic navigation within Microsoft Dynamics 365 for Finance and Operations
- Have a general understanding of Purchase Order Invoicing
- Have a general understanding of the vendor master within Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition courses
- Have a general understanding of Sales Order Invoicing
Программа курса
Module 01: Customer Setup
- Terms of Payment
- Cash Discounts
- Accounts Receivable Parameters
- Accounts Receivable Parameters Continued
- Customer Groups
- Customer Posting Profiles
- Customers
- Customers Continued
Module 02: Free Text Invoices and Sales Order Invoices
- Free Text Invoices
- Recurring Free Text Invoices
- Free Text Invoice Corrections
- Sales Order Invoices
- Customer Invoicing Workspace
Module 03: Customer Collections
- Objectives
- Customer Account Statement
- Set Up Collection Letters
- Process Collection Letters
- Process Collection Letters Continued
- Set Up Interest Codes
- Calculate Interest
- Interest Adjustments
- Managing Collections
- Customer Pools and Collections Agents
- Aging Periods and Snapshots
- View and Manage Collections Information
- View and Manage Collections Information Continued
- Advanced Collections Management Tasks
Module 04: Customer Payment Receipts
- Payment Schedules
- Payment Days
- Payment Fees
- Methods of Payment
- Payment Journals (Cash Receipts) — Payment Process
- Electronic Customer Payments Setup
- Electronic Customer Payments Processing
- Prenotes
- Manage Customer Transactions
- Deposit Slips
- Inquiries and Reports
Облачный сервис Microsoft Dynamics 365 объединил в себе самые последние CRM- и ERP-решения компании для комплексного и более продуктивного управления бизнесом, включая контроль рабочего процесса, распределение ресурсов, формирование различных видов финансовой отчетности, а также повышение качества предоставляемых организацией услуг, анализ клиентской активности или планирование продаж.
Пользователи сервиса Microsoft Dynamics 365 могут использовать широкие возможности интегрированных аналитических инструментов Power BI и сервисов продвинутой аналитики из «облака» Microsoft Azure Cortana Intelligence Suite для оптимизации производства, получения детализированных рыночных прогнозов и создания актуальных, учитывающих множество экономических факторов, маркетинговых планов.
По окончании авторизованного курса Microsoft выдаётся международный сертификат Microsoft
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