Understanding General Ledger Modules in Dynamics 365 Finance and Supply Chain

Our course, Understanding General Ledger Modules in Dynamics 365 for Finance & Supply Chain focuses on the learning of functions and features [...]

What you will learn

  • Extensive inventory operations
  • Understand different types of journals and their uses
  • Perform Quality Management within Supply Chain
  • Identification and tracking of items
  • Work with LCS environment
  • Perform advance warehouse management
  • Control Inventory and out outbound activities


  • Familiarity with Windows 10  
  • Knowing how to install programs and navigate files 
  • Videos are best viewed with 1920 x 1080 resolution  
  • A stable internet connection (10 Mbps recommended)


Our course, Understanding General Ledger Modules in Dynamics 365 for Finance & Supply Chain focuses on the learning of functions and features that enables the student to acquire the basic or intermediate level skill set. It also provides understanding of the management of General Ledger and the required documentation to implement this system. You also learn about different types of Journals and configurations on how to manage legal entities, sales tax and fiscal year calculationsCreation of the complete general ledger setup as well as all related financial operations are also discussed and demonstrated to help you to manage your financial calculations with ease. After completing this course you will be able to pursue a career in Business Analyst, Financial ManagementAccounting and Audit etc. 

Course Content
4 Lectures
4 Quizzes
16 Hands-on Labs
  • Module 1: Configuring Accounts in the General Ledger
    You will learn how to setup an Account in General Ledger and define new legal entity, charts of accounts and fiscal calendar intricately.
    Lessons Duration
    Lesson 1: Understand the workings of Ledger accrual with segmented entry control
    Lesson 2: Learn about Posting Definitions and its implementation
    Lesson 3: Learn to setup and apply Financial dimensions
    Lesson 4: Learn how to create Account Structures
    Quiz 1
    Labs Duration
    Lab 1: Create a new Legal Entity
    Lab 2: Create a Chart of Accounts
    Lab 3: Setup Financial Dimensions
    Lab 4: Create new Financial Calendars
    Lab 5: Configure Chart of Accounts
  • Module 2: Configuring Journals 
    You will gain deep knowledge on how to configure Journals and make Journal processing easier. Also, you will get insight on how to perform postings using Journals
    Lessons Duration
    Lesson 1: General Journal processing  
    Lesson 2: Define Rules for Intercompany setup
    Lesson 3: Understand different Ledger types
    Lesson 4: Learn to create journal and view transactions
    Lesson 5: Learn to create Journal entry ledger accrual transactions
    Lesson 6: Publish journal lines
    Lesson 7: Understand Currency revaluation in Ledger
    Lesson 8: What is One Voucher
    Quiz 1  
    Labs Duration
    Lab 1: Post a General Journal
    Lab 2: Post a Journal and Perform a Settlement
    Lab 3: Perform a Foreign Currency Revaluation
    Lab 4: Setup Intercompany Messages
    Lab 5: Trace the Audit Trail of a Journal
  • Module 3:  Closing your Transactions
    You will learn about the necessary operations to be performed when Closing your Transactions.
    Lessons Duration
    Lesson 1: Understand the process of Closing the general ledger at period end
    Lesson 2: Learn to setup year end closure
    Lesson 3: Close mass fiscal years
    Quiz 1
    Labs Duration
    Lab 1: Set closing Period
  • Module 4: Configuring Sales Tax
    You will learn about intricate details the of the sales tax system. Moreover, the elements of the sales tax setup and how they work together.
    Lessons Duration
    Lesson 1:  Understand the concept of Sales Tax  
    Lesson 2:  Learn about Sales tax calculation methods and Rounding rules
    Lesson 3:  Sales tax calculation in journal lines using sales tax code
    Lesson 4:  Learn about adjusting sales tax and delayed tax calculation
    Lesson 5:  Learn to create sales tax payment and transactions
    Lesson 6: Setup multiple Sales tax parameters
    Lesson 7: Concepts of Dual currency support and specific ledger transaction report
    Lesson 8: Learn to Setup settlement period and print sales tax payment report using code
    Quiz 1
    Labs Duration
    Lab 1: Setup Sales Tax for the GL
    Lab 2: Configure Sales Tax Authorities
    Lab 3: Override Sales Tax in a journal
    Lab 4: View Reports with Sales Tax
    Lab 5: Determine how Sales Tax was calculated

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 Understanding General Ledger Modules in Dynamics 365 Finance and Supply Chain course have hands-on labs?
    Yes, the Understanding General Ledger Modules in Dynamics 365 Finance and 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 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.
  • How do I extend lab time beyond 30 days?
    An ‘Extension Fee’ covers all the costs of your licenses and support, so for a fee of $800, you can extend your lab time
    Prominent Features
  • 60 hours of course content 
  • Custom enhanced HTML5 RDP labs 
  • Interactive video lessons & quizzes 
  • Mobile app
  • Dedicated support (8 hours a day)
  • Certification after completion 
  • Licenses for hands on training