Dynamics 365 University

Introduction

1. GL Setup, SL Setup, PL Setup

2. Posting Groups

3. Number Series

3.1 Task: Create New No. Series For Sales Orders

3.1 Solution: Create New No. Series For Sales Orders

3.2 Task: Create New No. Series For Vendors To Create The Number Manually

3.2 Solution: Create New No. Series For Vendors To Create The Number Manually

4. Journal Bath Names

5. Company Information Setup

Conclusion

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Introduction

1. Chart of Accounts

1.1 Task: Set Up New G/L Accounts

1.1 Solution: Set Up New G/L Accounts

1.2 Task: Set Up New G/L Accounts

1.2 Solution: Set Up New G/L Accounts

1.3 Task: Find Where Used For Certain G/L Accounts

1.3 Solution: Find Where Used For Certain G/L Accounts

2. Dimensions

2.1 Task: Setup A Dimension With Three Dimension Values

2.1 Solution: Setup A Dimension With Three Dimension Values

2.2 Task: Setup The New Dimension In G/L Setup

2.2 Solution: Setup The New Dimension In G/L Setup

2.3 Task: Add The Dimension To Multiple G/L Accounts As Mandatory

2.3 Solution: Add The Dimension To Multiple G/L Accounts As Mandatory

2.4 Task: Add That Dimension Field To Lines On Invoice Page, Create An Invoice & Post With That Dimension

2.4 DOWNLOADS

2.4 Solution: Add That Dimension Field To Lines On Invoice Page, Create An Invoice & Post With That Dimension

3. G/L Budgets

3.1 Task: Create A G/L Budget, Add The Newly Created Dimension And Export To Excel

3.1 Solution: Create A G/L Budget, Add The Newly Created Dimension And Export To Excel

3.2 Task: Enter Budget In Excel For Each Dimension Value And Import The Budget Back Into BC

3.2 Solution: Enter Budget In Excel For Each Dimension Value And Import The Budget Back Into BC

3.3 Task: Create A Copy Of The Budget

3. 3 Solution: Create A Copy Of The Budget

3.4 Task: Make Some Additions To Budget Worksheet & Import Into Business Central

3.4 Solution: Make Some Additions To Budget Worksheet & Import Into Business Central

4. Journals incl. Recurring

4.1 Task: Create A Fixed Recurring Journal

4.1 Solution: Create A Fixed Recurring Journal

4.2 Task: Create A Reversing Fixed Journal

4.2 Solution: Create A Reversing Fixed Journal

5. Deferrals

5.1 Task: Create Two Deferral Templates

5.1 Solution: Create Two Deferral Templates

5.2 Task: Create A Purchase Invoice Using Deferral Code & View The Deferral Schedule

5.2 DOWNLOADS

5.2 Solution: Create A Purchase Invoice Using Deferral Code & View The Deferral Schedule

5.3 Task: Create General Journal Using Deferral Code & View The Deferral Schedule

5.3 DOWNLOADS

5.3 Solution: Create General Journal Using Deferral Code & View The Deferral Schedule

5.4 Task: Specify Deferral Template Code Onto A G/L Account

5.4 Solution: Specify Deferral Template Code Onto A G/L Account

6. Change Log

6.1 Task: Activate Change Log

6.1 Solution: Activate Change Log

6.2 Task: Make Changes & View Change Log Entries

6.2 Solution: Make Changes & View Change Log Entries

Conclusion

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Introduction

1. Currency Code & Exchange Rates

1.1 Task: Add An Exchange Rate For One Currency Manually

1.1 Solution: Add An Exchange Rate For One Currency Manually

2. Currency Revaluation

2.1 Task: Do An Exchange Rate Adjustment & View The Entries

2.1 Solution: Do An Exchange Rate Adjustment & View The Entries

Conclusion

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Introduction

2. Sales Order Processing incl. Prepayments

3. Payment Tolerances & Writing Off Purchase Ledger Balances

4. Emailing of Standard Stationary via Office 365

Conclusion

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Introduction

1. Currency on Vendor Accounts & How This Affects Transactions

2. Purchase Order Processing incl. Prepayments

2.1 Task: Create, Release & Print Preview a Purchase Order

2.1 Solution: Create, Release & Print Preview a Purchase Order

2.2 Task: Partial Receipt the Purchase Order

2.2 Solution: Partial Receipt the Purchase Order

2.3 Task: Create Purchase Invoice using Get Receipt Lines & Post PO

2.3 Downloads

2.3 Solution: Create Purchase Invoice using Get Receipt Lines & Post PO

2.4 Task: Reopen PO & Amend Quantity so nothing is left on PO

2.4 Solution: Reopen PO & Amend Quantity so nothing is left on PO

2.5 Task: Create PO with 100% Prepayment, create Prepayment Invoice

2.5 Solution: Create PO with 100% Prepayment, create Prepayment Invoice

3. Approval Workflow Setup & Usage

4. Payment Tolerances & Writing Off Purchase Ledger Balances

Conclusion

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Introduction

1. Account Schedule Reporting

1.1 Task: Create A New Simple Schedule

1.1 Solution: Create A New Simple Schedule

2. Dimensions Reporting

Conclusion

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BONUS - Profit & Loss using Astral Reports

Introduction

1. Close Fiscal Year & Create A New Year

1.1 Task: Close Fiscal Year & Create New Year

1.1 Solution: Close Fiscal Year & Create New Year

2. Close Income Statement Routine

2.1 Task: Run The Close Income Statement Routine

2.1 Solution: Run The Close Income Statement Routine

Conclusion

Test Your Learning

Final Quiz