Курс "81203 Бюджетирование в Microsoft Dynamics 365 для финансов и операций"
Код: 81203 Специализация: Microsoft Dynamics 365
Продолжительность - 1 день
Производится набор группы
Стоимость:
20 000 руб.
Description
This course reviews the general concepts related to budgeting principles, budget setup, budget planning, and budget control in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition.
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?
Review Fixed Asset Budgeting
Review Budgeting concepts
Demonstration Basic Budgeting setup
Add Amounts to a budget
Complete Budget Transfers
Use Excel to update budgets
Transfer budgets to and from the General Ledger
Review inquiries and reports
Review integrated budgeting
Review the setup of organization hierarchies
Set up stages, scenarios and user security
Create budget plan columns and layouts
Set up workflow for budget approval
Use advanced rules for budgeting
Process budget approvals
Create and Manage Budget Plans
Use Excel to update Budget Plans
Review planning required to utilize budget control
Describe budget control components
Set up Permissions and Budget Funds Available
Create Rules and Select Main Accounts for budget control
Define Message Levels
Activate Budget Control
Utilize Budget Control for a transaction
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 basic understanding of budgeting
Программа курса
Module 01: Budgeting
Fixed Asset Budgeting
Introduction to Budgeting
Planning for Basic Budgeting
Budgeting Methodologies
Basic Budgeting Setup
Budget Models and Budget Cycles
Budget Allocation Terms
Budget Amounts
Budget Transfers
Using Excel to Update Budget Register Entries
Transfer Budgets To and From the General Ledger
Inquiries and Reporting
Integrated Budgeting
Module 02: Budget Planning
Objectives
Introduction
Organization Hierarchies
Stages
Scenarios
Budget Plan Columns and Layouts
User Security
Workflow
Allocations
Priorities
Process
Advanced Rules
Create and Manage Budget Plans
Budget Plan Worksheets and Justifications
Generate Budget Plans from Source Documents
Using Excel to Update Budget Plans
Module 03: Budget Control
Planning for Budget Control
Budget Control Components
Permissions
Budget Funds Available
Selecting Source Documents and Accounting Journals
Rules
Select Main Accounts
Budget Groups
Define Message Levels and Activate Budget Control
Using Budget Control
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
