Course Details
Topic 1 Set up and configure financial management and work with General Ledger
- Get started with Dynamics 365 Finance
- Configure currencies in Dynamics 365 Finance
- Create fiscal calendars, years, and periods in Dynamics 365 Finance
- Get started with chart of accounts in Dynamics 365 Finance
- Set up chart of accounts in Dynamics 365 Finance
- Set up financial dimensions in Dynamics 365 Finance
- Set up ledgers and journals in Dynamics 365 Finance
- Perform general ledger daily procedures in Dynamics 365 Finance
- Intercompany accounting in Dynamics 365 Finance
- Configure ledger allocations and accruals in Dynamics 365 Finance
- Configure and perform periodic processes in Dynamics 365 Finance
- Work with analytics and reporting in finance and operations apps
- Configure cash and bank management in Dynamics 365 Finance
- Set up taxes in Dynamics 365 Finance
- Work with taxes in Dynamics 365 Finance
Topic 2 Implement accounts receivable, credit, collections, and revenue recognition
- Set up accounts receivable in Dynamics 365 Finance
- Get started with accounts receivable daily procedures in Dynamics 365 Finance
- Set up credit and collections in Dynamics 365 Finance
- Process credit and collections in Dynamics 365 Finance
Topic 3 Implement and manage accounts payable and expenses
- Configure Accounts payable in Dynamics 365 Finance
- Work with accounts payable daily procedures in Dynamics 365 Finance
- Work with accounting distributions, invoice validations, and settlements in Dynamics 365 Finance
- Set up and use Intelligent OCR for vendor invoices in Dynamics 365 Finance
- Get started with Expense management in Dynamics 365 Project Operations
- Set up and configure Expense management in Dynamics 365 Project Operations
Topic 4 Manage budgeting
- Set up and use basic budgeting Dynamics 365 Finance
- Set up and use budget control in Dynamics 365 Finance
- Configure and use budget planning in Dynamics 365 Finance
Topic 5 Manage fixed assets
- Configure fixed assets management in Dynamics 365 Finance
- Set up and acquire fixed assets in Dynamics 365 Finance
- Manage fixed assets in Dynamics 365 Finance
- Work with fixed asset deprecation and disposal in Dynamics 365 Finance
Course Info
Promotion Code
Your will get 10% discount voucher for 2nd course onwards if you write us a Google review.
Minimum Entry Requirement
Knowledge and Skills
- Able to operate using computer functions
- Minimum 3 GCE ‘O’ Levels Passes including English or WPL Level 5 (Average of Reading, Listening, Speaking & Writing Scores)
Attitude
- Positive Learning Attitude
- Enthusiastic Learner
Experience
- Minimum of 1 year of working experience.
Target Age Group: 18-65 years old
Minimum Software/Hardware Requirement
Software:
free Microsoft Azure account (https://azure.microsoft.com/en-us/) hereHardware: Window or Mac Laptops
Job Roles
- Dynamics 365 Finance Functional Consultant
- ERP Financial Consultant
- Accounts Payable/Receivable Specialist
- Budget Analyst
- Financial Systems Analyst
- Fixed Assets Manager
- Credit and Collections Analyst
- Dynamics 365 Administrator
- Accounting and Finance Manager
- Financial Reporting Specialist
- General Ledger Accountant
- ERP Implementation Consultant
- Financial Process Automation Specialist
- Compliance and Taxation Specialist
- Expense Management Consultant
- Accounts Validation Specialist
- Dynamics 365 Finance Support Engineer
- Finance Project Manager
- Financial Data Analyst
- Financial Operations Specialist
Trainers
Sanjiv Venkatram: Sanjiv i is an ACTA certified experienced leader with a proven track record in business / finance consulting and in developing i) business intelligence (BI) solutions ii) data analytics/analysis solutions and iii) IOT lead BI solutions. Sanjiv's goal through Prudentia Consulting, is to promote the simple joy and excitement of actively using the Microsoft Platform. He believes that the agility afforded by the Microsoft platform helps businesses get time back for deeper business thinking and to spend more time with their end customers
Sanjiv has rich experiences in diverse/complex high-tech businesses, turn around environments and strategic transformations. His functional expertise is in sales analytics, financial planning and analysis, engineering and program management. He has worked across discrete manufacturing, professional services and higher education verticals. He also has a working knowledge of equities portfolio management within the financial services domain.Sanjiv is the CEO of Prudentia Consulting, an organization committed to promoting the active usage of the Microsoft Platform. Prior to this, he has worked at Microsoft (US & APAC: 9.2 years), Cognizant Tech Solutions (3.3 years), Yazaki North America (8 years) and until recently at Oracle. Here are a few of his BI/analytics projects driven at scale: Built APAC wide BI dashboard using the Power BI umbrella tool set (Power BI online, Power BI desktop and Power Pivot) and a KPI lake (SQL DB), Helped develop key KPIs – identified key KPIs and helped land this in the DB, Developed a budget audit tool that captured budget inputs from a host of countries across the globe, Developed a business unit P&L reporting tool (functional architecture) in Business Objects for the world-wide financial planning and analysis team.
Anil Bidari: Anil is a ACLP certified trainer. He is an Enterprise Cloud and DevOps Consultant , responsible for helping clients to move Virtual data centre to Private Cloud based on OpenStack and Public Cloud ( AWS, Azure and Google cloud) . Consulting and training experience on Devops tool chain like github , Jenkins, Sonarqube, Docker & kubernetes, Cloud foundry, Openshift, Ansible and SaltStack. Lot of my Role is involved design and implementation of a solution and training.
Ajay Bidari : Ajay is a ACLP certied trainer. Ajay is a vendor neutral cloud consultant and training expert on Cloud , with several Private cloud deployments in India and cloud migration knowledge .He is a Cloud and DevOps enthusiast with consulting, deployment and training expertise on OpenStack, AWS, Google Cloud ,Azure, Jenkins, and Docker
Ajay has 18 + years Industry experience as IT entrepreneur and 9 years in Cloud and Devops technical consulting, implementation and training area, currently working in capacity of Vice President – Cloud and Devops services handling singapore and India.








