Dynamics 365 University

Introduction

1. Logging in / Logging out

2. Your Settings and Personalisations

3. Notifications

4. Breakdown of Screen Layout

5. Search Function

6. List Views

7. Card Views

8. Dates & Filter Criteria

Conclusion

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Introduction

1. Chart of Accounts

2. Reporting Dimensions

3. General Journals

3.1 Task: Create Your Own Journal

3.1 Solution: Create Your Own Journal

3.2 Task: Enter Journal for Correcting an Expense Posting Using 'Show Fewer Columns' Option

3.2 Solution: Enter Journal for Correcting an Expense Posting Using 'Show Fewer Columns' Option

3.3 Task: Enter Journal for Correcting an Expense Posting Using 'Show More Columns' Option

3.3 Solution: Enter Journal for Correcting an Expense Posting Using 'Show More Columns' Option

3.4 Task: Create Standard Journals With Multiple Lines

3.4 Solution: Create Standard Journals With Multiple Lines

4. General Reporting

Conclusion

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Introduction

1.1 Task: Create A Customer

1.1 Solution: Create A Customer

1.2 Task: Edit Customer

1.2 Solution: Edit Customer

2. Sales Invoices & Credit Notes

2.1 Task: Create Sales Invoice

2.1 DOWNLOADS

2.1 Solution: Create Sales Invoice

2.2 Task: Create Credit Note For Posted Sales Invoice Manually

2.2 Solution: Create Credit Note For Posted Sales Invoice Manually

2.3 Task: Create Credit Note For Posted Sales Invoice Using Copy Document

2.3 DOWNLOADS

2.3 Solution: Create Credit Note For Posted Sales Invoice Using Copy Document

2.4 Task: Create Credit Note For Posted Sales Invoice Using Get Posted Lines

2.4 DOWNLOADS

2.4 Solution: Create Credit Note For Posted Sales Invoice Using Get Posted Lines

2.5 Task: Correct Invoice

2.5 DOWNLOADS

2.5 Solution: Correct Invoice

2.6 Task: Cancel Invoice

2.6 DOWNLOADS

2.6 Solution: Cancel Invoice

3. Sales Ledger Journals

3.1 Task: Create Cash Receipt Journal For Customer Payment Without Application

3.1 Solution: Create Cash Receipt Journal For Customer Payment Without Application

3.2 Task: Create Cash Receipt Journal For Customer Payment With Application

3.2 DOWNLOADS

3.2 Solution: Create Cash Receipt Journal For Customer Payment With Application

3.3 Task: Create Cash Receipt Journal For Partial Customer Payment With Application

3.3 DOWNLOADS

3.3 Solution: Create Cash Receipt Journal For Partial Customer Payment With Application

4. Managing Sales Ledger Allocations

4.1 Task: Apply Application

4.1 Solution: Apply Application

4.2 Task: Unapply Application

4.2 Solution: Unapply Application

4.3 Task: Move Incorrect Payment From One Customer To Another

4.3 Solution: Move Incorrect Payment From One Customer To Another

5. Sales Ledger Reports

Conclusion

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Introduction

1. Vendor Records

1.1 Task: Create Vendor

1.1 Solution: Create Vendor

1.2 Task: Edit Vendor

1.2 Solution: Edit Vendor

2. Purchase Invoices & Credit Notes

2.1 Task: Create Purchase Invoice

2.1: DOWNLOADS

2.1 Solution: Create Purchase Invoice

2.2 Task: Create Purchase Invoice with Amending VAT Amount

2.2 DOWNLOADS

2.2 Solution: Create Purchase Invoice with Amending VAT Amount

2.3 Task: Create Credit Note for Posted Purchase Invoice Manually

2.3 DOWNLOADS

2.3 Solution: Create Credit Note for Posted Purchase Invoice Manually

2.4 Task: Create Credit Note For Posted Purchase Invoice Using Copy Document

2.4 DOWNLOADS

2.4 Solution: Create Credit Note For Posted Purchase Invoice Using Copy Document

2.5 Task: Create Credit Note For Posted Purchase Invoice Using Get Posted Lines

2.5 DOWNLOADS

2.5 Solution: Create Credit Note For Posted Purchase Invoice Using Get Posted Lines

2.6 Task: Correct Invoice

2.6 DOWNLOADS

2.6 Solution: Correct Invoice

2.7 Task: Cancel Invoice

2.7 DOWNLOADS

2.7 Solution: Cancel Invoice

3. Purchase Ledger Journals

3.1 Task: Put Purchase Invoice On Hold

3.1 DOWNLOADS

3.1 Solution: Put Purchase Invoice On Hold

3.2 Task: Create Payment Journal Using Suggest Vendor Payments - With Apply & Unapply

3.2 DOWNLOADS

3.2 Solution: Create Payment Journal Using Suggest Vendor Payments - With Apply & Unapply

3.3 Task: Create Payment Journal For An Expense Payment

3.3 Solution: Create Payment Journal For An Expense Payment

4. Managing Purchase Ledger Allocations

4.1 Task: Unapply Application

4.1 Solution: Unapply Application

4.2 Task: Apply Application On Multiple Transactions

4.2 Solution: Apply Application On Multiple Transactions

4.3 Task: Move Incorrect Payment From One Vendor To Another

4.3 Solution: Move Incorrect Payment From One Vendor To Another

5. Purchase Ledger Reports

Conclusion

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Introduction

1. Bank Account Records

2. Bank Account Journals

Conclusion

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Introduction

1. Managing Manual Bank Reconciliations

Conclusion

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Introduction

1. VAT Posting Setup

2. VAT Reporting Setup

Conclusion

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Introduction

1. Posting Dates

2. Reporting

Conclusion

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Final Quiz