Microsoft Dynamics 365 Enterprise Edition – Financial Management - Third Edition

Boost your accounting and financial skills with Microsoft Dynamics 365
Preview in Mapt
Code Files

Microsoft Dynamics 365 Enterprise Edition – Financial Management - Third Edition

Mohamed Aamer

1 customer reviews
Boost your accounting and financial skills with Microsoft Dynamics 365
Mapt Subscription
FREE
$29.99/m after trial
eBook
$30.80
RRP $43.99
Save 29%
Print + eBook
$54.99
RRP $54.99
What do I get with a Mapt Pro subscription?
  • Unlimited access to all Packt’s 5,000+ eBooks and Videos
  • Early Access content, Progress Tracking, and Assessments
  • 1 Free eBook or Video to download and keep every month after trial
What do I get with an eBook?
  • Download this book in EPUB, PDF, MOBI formats
  • DRM FREE - read and interact with your content when you want, where you want, and how you want
  • Access this title in the Mapt reader
What do I get with Print & eBook?
  • Get a paperback copy of the book delivered to you
  • Download this book in EPUB, PDF, MOBI formats
  • DRM FREE - read and interact with your content when you want, where you want, and how you want
  • Access this title in the Mapt reader
What do I get with a Video?
  • Download this Video course in MP4 format
  • DRM FREE - read and interact with your content when you want, where you want, and how you want
  • Access this title in the Mapt reader
$0.00
$30.80
$54.99
$29.99 p/m after trial
RRP $43.99
RRP $54.99
Subscription
eBook
Print + eBook
Start 14 Day Trial

Frequently bought together


Microsoft Dynamics 365 Enterprise Edition – Financial Management - Third Edition Book Cover
Microsoft Dynamics 365 Enterprise Edition – Financial Management - Third Edition
$ 43.99
$ 30.80
Qlik Sense: Advanced Data Visualization for Your Organization Book Cover
Qlik Sense: Advanced Data Visualization for Your Organization
$ 79.99
$ 56.00
Buy 2 for $35.00
Save $88.98
Add to Cart

Book Details

ISBN 139781788839297
Paperback562 pages

Book Description

Microsoft Dynamics 365 for finance and operations is a rapidly growing application and is widely used in enterprise organizations. Because of its ability to maximize business productivity, it is a fast-growing business application package in the ERP market.

We will start by looking into ERP concepts, implementation needs, and interface design, giving you basic knowledge of financial management aspects and explaining key concepts along the way. To begin with, you'll be taken through the general ledger and financial dimension functions. You'll later learn about the sales tax mechanism and multi-currency in Microsoft Dynamics 365. We tackle each topic with focused examples and explanations on topics such as payable/receivable accounts, forecasting, cash and bank management, budgeting planning/control, and fixed assets. Finally, we walk you through intercompany, consolidation, costing basics, and financial reporting.

By the end of this book, your finance team will have a much richer understanding of Microsoft Dynamics 365 for finance and operations and its powerful capabilities.

Table of Contents

Chapter 1: Getting Started with Microsoft Dynamics 365 for Finance and Operations
Understanding ERP characteristics
Discovering the implementation team
Exploring key intentions of ERP implementations
Understanding the ERP module's integration
Understanding the cloud offering
Exploring ERP on the cloud
Exploring ERP and reporting
Posting types in Microsoft Dynamics 365 for Finance and Operations
Exploring common terms in ERP implementations
Exploring the Microsoft Dynamics implementation methodology – Sure Step
Exploring Microsoft Dynamics Lifecycle Services
Looking at the Microsoft Dynamics 365 for Finance and Operations user interface
Summary
Chapter 2: Understanding the General Ledger
Understanding the COA
Controlling the general ledger
Understanding shared financial data
Understanding financial management in action
Summary
Chapter 3: Exploring Financial Dimensions
Understanding the concept of financial dimensions
Understanding the ledger account segmentation
Advanced rules structure
Fixed dimension
Posting types in Microsoft Dynamics 365 for Finance and Operations
Exploring dimension reporting
Summary
Chapter 4: Understanding Sales Tax
Exploring sales tax high-level cycles and entries
Understanding sales tax integration with other modules
Sales tax setup and configuration
Exploring conditional sales tax
Understanding withholding tax
Summary
Chapter 5: Working with Currencies
Understanding multi-currency in Microsoft Dynamics 365 for Finance and Operations
Exploring multi-currency in action 
Summary
Chapter 6: Understanding Accounts Payable Basics and Controls
Understanding accounts payable integration with other modules
Exploring vendor master data characteristics
Exploring accounts payable controls
Summary
Chapter 7: Exploring Accounts Payable Transactions
Exploring accounts payable transactions
Summary
Chapter 8: Understanding Accounts Receivable
Understanding the accounts receivable module's integration with other modules
Exploring customer master data characteristics
Exploring the accounts receivable module's controls
Exploring accounts receivable transactions
Summary
Chapter 9: Understanding Cash and Bank Management
Understanding cash and bank integration
Controlling cash and bank management
Exploring cash and bank management in action
Working with vendor checks
Summary
Chapter 10: Functioning of Cash Flow Management
Understanding cash flow integration with other modules
Cash flow forecast configuration
Cash flow transactions
Summary
Chapter 11: Exploring Budgeting
Understanding budgeting capabilities in Dynamics 365 for Finance and Operations
Budget planning 
Budget control
Budget in action
Summary
Chapter 12: Working with Intercompany Accounting
Exploring intercompany accounting
Understanding the setup and configuration of intercompany accounting
Summary
Chapter 13: Working with Consolidation and Elimination
Exploring consolidation and its approaches
Exploring consolidation and elimination in action
Summary
Chapter 14: Working with Cost Management
Understanding the business costing model
Configuring inventory costing
Exploring the inventory costing background
Understanding inventory recalculation and closing
Working with inventory marking
Exploring inventory reconciliation
Summary
Chapter 15: Exploring Fixed Assets
Understanding fixed assets integration with other modules
Exploring fixed assets master data characteristics
Exploring fixed assets transactions
Summary
Chapter 16: Exploring Financial Reporting and Analysis
Planning reporting needs for ERP
Understanding the information technology value chain
Understanding Microsoft Dynamics 365 for Finance and Operations information source blocks
Discovering Microsoft Dynamics 365 for Finance and Operations reporting
Summary

What You Will Learn

  • Examine the business logic behind the financial functionalities of Microsoft Dynamics 365 FFO
  • Set up and configure the core modules of financial management
  • Grasp the key control points of financial management
  • Explore intercompany and consolidation in Microsoft Dynamics 365 FFO
  • Understand multi-currency sales, tax mechanisms, and budgeting capabilities in Microsoft Dynamics 365 FFO
  • Get to grips with month/year-end period close functionality
  • Understand the account payable and receivable module
  • Use Microsoft Dynamics 365 to create financial reports

Authors

Table of Contents

Chapter 1: Getting Started with Microsoft Dynamics 365 for Finance and Operations
Understanding ERP characteristics
Discovering the implementation team
Exploring key intentions of ERP implementations
Understanding the ERP module's integration
Understanding the cloud offering
Exploring ERP on the cloud
Exploring ERP and reporting
Posting types in Microsoft Dynamics 365 for Finance and Operations
Exploring common terms in ERP implementations
Exploring the Microsoft Dynamics implementation methodology – Sure Step
Exploring Microsoft Dynamics Lifecycle Services
Looking at the Microsoft Dynamics 365 for Finance and Operations user interface
Summary
Chapter 2: Understanding the General Ledger
Understanding the COA
Controlling the general ledger
Understanding shared financial data
Understanding financial management in action
Summary
Chapter 3: Exploring Financial Dimensions
Understanding the concept of financial dimensions
Understanding the ledger account segmentation
Advanced rules structure
Fixed dimension
Posting types in Microsoft Dynamics 365 for Finance and Operations
Exploring dimension reporting
Summary
Chapter 4: Understanding Sales Tax
Exploring sales tax high-level cycles and entries
Understanding sales tax integration with other modules
Sales tax setup and configuration
Exploring conditional sales tax
Understanding withholding tax
Summary
Chapter 5: Working with Currencies
Understanding multi-currency in Microsoft Dynamics 365 for Finance and Operations
Exploring multi-currency in action 
Summary
Chapter 6: Understanding Accounts Payable Basics and Controls
Understanding accounts payable integration with other modules
Exploring vendor master data characteristics
Exploring accounts payable controls
Summary
Chapter 7: Exploring Accounts Payable Transactions
Exploring accounts payable transactions
Summary
Chapter 8: Understanding Accounts Receivable
Understanding the accounts receivable module's integration with other modules
Exploring customer master data characteristics
Exploring the accounts receivable module's controls
Exploring accounts receivable transactions
Summary
Chapter 9: Understanding Cash and Bank Management
Understanding cash and bank integration
Controlling cash and bank management
Exploring cash and bank management in action
Working with vendor checks
Summary
Chapter 10: Functioning of Cash Flow Management
Understanding cash flow integration with other modules
Cash flow forecast configuration
Cash flow transactions
Summary
Chapter 11: Exploring Budgeting
Understanding budgeting capabilities in Dynamics 365 for Finance and Operations
Budget planning 
Budget control
Budget in action
Summary
Chapter 12: Working with Intercompany Accounting
Exploring intercompany accounting
Understanding the setup and configuration of intercompany accounting
Summary
Chapter 13: Working with Consolidation and Elimination
Exploring consolidation and its approaches
Exploring consolidation and elimination in action
Summary
Chapter 14: Working with Cost Management
Understanding the business costing model
Configuring inventory costing
Exploring the inventory costing background
Understanding inventory recalculation and closing
Working with inventory marking
Exploring inventory reconciliation
Summary
Chapter 15: Exploring Fixed Assets
Understanding fixed assets integration with other modules
Exploring fixed assets master data characteristics
Exploring fixed assets transactions
Summary
Chapter 16: Exploring Financial Reporting and Analysis
Planning reporting needs for ERP
Understanding the information technology value chain
Understanding Microsoft Dynamics 365 for Finance and Operations information source blocks
Discovering Microsoft Dynamics 365 for Finance and Operations reporting
Summary

Book Details

ISBN 139781788839297
Paperback562 pages
Read More
From 1 reviews

Read More Reviews

Recommended for You

Qlik Sense: Advanced Data Visualization for Your Organization Book Cover
Qlik Sense: Advanced Data Visualization for Your Organization
$ 79.99
$ 56.00
WS-BPEL 2.0 Beginner's Guide Book Cover
WS-BPEL 2.0 Beginner's Guide
$ 32.99
$ 23.10
Python: Advanced Predictive Analytics Book Cover
Python: Advanced Predictive Analytics
$ 79.99
$ 56.00
Oracle E-Business Suite Financials R12: A Functionality Guide Book Cover
Oracle E-Business Suite Financials R12: A Functionality Guide
$ 41.99
$ 29.40
Microsoft BizTalk Server 2010 Patterns Book Cover
Microsoft BizTalk Server 2010 Patterns
$ 32.99
$ 23.10
RESTful Web API Design with Node.js 10 - Third Edition Book Cover
RESTful Web API Design with Node.js 10 - Third Edition
$ 23.99
$ 16.80