Budgeting And General Ledger Functionality in Dynamics 365 Finance & Supply Chain

Almost every organization needs to develop budget reports. This mini-course will provide you with the knowledge necessary to construct budgets [...]

What you will learn

  • Configure essential budgeting components
  • Create and manage General ledger transactions.
  • Evaluate the available budget for planned and actual purchases at any point in the budget cycle.
  • Maximize financial visibility and profitability using general ledger and journals.
  • Improve overall automate time-consuming tasks relevant to budgeting using Dynamics 365, thereby encouraging better decision making.

Requirements

  • The ability to use finance for basic processing
  • Knowledge of finance and accounting processes
  • Stable network connection preferably 10Mbps
  • Display: 1920 x 1080 for best visualization

Description

Almost every organization needs to develop budget reports. This mini-course will provide you with the knowledge necessary to construct budgets for finance and operations. Additionally, it discusses how this functionality enables businesses to make faster and more informed decisions. This course is especially beneficial for examining the components of budgeting capability, budgeting tools, and reporting capabilities.

Course Content
10 Lectures
1 Hour
lessons and hands-on labs
  • Module 00: Agenda
    Lessons Duration
    Lesson 01: Agenda
    		01:25
  • Process 01: Create and post GL journals
    Lessons Duration
    Process 01: Create and post GL journals
    		05:34
  • Process 02: Upload GL journals via excel
    Lessons Duration
    Process 02: Upload GL journals via excel
    		05:01
  • Process 03: Create a periodic journal
    Lessons Duration
    Process 03: Create a periodic journal
    		05:03
  • Process 04: Create intercompany journals
    Lessons Duration
    Process 04: Create intercompany journals
    		02:48
  • Process 05: Create accrual journals (accrual scheme)
    Lessons Duration
    Process 05: Create accrual journals (accrual scheme)
    		05:54
  • Process 06: Standard GL approval
    Lessons Duration
    Process 06: Standard GL approval
    		03:47
  • Process 07: Create reversing GL journal
    Lessons Duration
    Process 07: Create reversing GL journal
    		03:34
  • Process 08: Process allocations
    Lessons Duration
    Process 08: Process allocations
    		06:29
  • Process 09: Prepare and update departmental budgets
    Lessons Duration
    Process 09: Prepare and update departmental budgets
    		12:00

About the Instructor


Brandon Ahmad, MCSE

Microsoft Certified Trainer Regional Lead - USA

8.8 out of 9.0 Average Instructor Rating

Top Instructor Award Twice

MCSE Certification in Dynamics 365

Freelances as hands-on Technical Lead with very advanced development scenarios for Day Job

Brandon Teaches D365 for Finance and Operations Programming

Brandon Ahmad is a Dynamics 365 Technical Solutions Architect and CEO of Instructor Brandon. In his years of experience working with different Microsoft Technologies such as Dynamics 365, Power BI and Power Apps, he has consulted over 60 implementations across the globe. Being solution-oriented and implementing advanced scenarios, he has dedicated his time to create training courses for programmers and developers, mainly interested in learning Microsoft Technologies.
As an instructor, he firmly believes in being able to master developmental skills; as long as one achieves the proper training and guidance. Providing students with several enhanced Microsoft training courses focused on providing a hands-on learning experience, Ahmad’s biggest secret to teaching lies in his ability to nurture those who take his classes.
His best reward (in his own words) is “hearing that my students saved time and mastered Microsoft Technology skills, knowing that my courses played a vital part in that success.”

Frequently Asked Questions

  • Does the Budgeting And General Ledger Functionality in Dynamics 365 Finance & Supply Chain course have hands-on labs?
    Yes, the Budgeting And General Ledger Functionality in Dynamics 365 Finance & Supply Chain course has hands-on practical labs for all the modules to practice .
  • What are the working hours for support team?
    Support team is available for assistance 8 hours a day (from Monday to Friday)
  • Is there any demo available?
    Yes, demonstrations are available as reference, showing the steps to achieve solutions so that you do not get stuck during the hands-on component.
  • What is the refund policy for the course?
    There is no refund granted once the course is purchased as we provide all the course contents upon purchasing. All completed purchases are final and non-refundable. For more details, click here
  • How do I extend lab time beyond 30 days?
    An ‘Extension Fee’ covers all the costs of your licenses and support.
  • How long do I have access to the course?
    You have access to your purchased course for 2 months: 60 days for lectures and 30 days for labs.
  • Are there any special licenses being offered during training?
    We provide our students with the licenses required to do the course and the labs.
  • How many hours should I spent each week on the course?
    We suggest around to 10- 30 hours a week in order to complete this course on time.
Business Plan Only
    Prominent Features
  • 1 hour course content
  • Virtual Machine and Licenses for accomplishing processes
  • 9 Practical Lectures
  • Dedicated Support (8 hours)
  • Course Completion Certificates