Finances in
Microsoft Dynamics 365

Training | Inlogica
Training’s goal:

Every business starts and ends with money, so regardless of the organization’s size and the complexity of the business processes, a key challenge for companies is the practical work of financial and accounting teams. The basis for the effectiveness of their operations is knowledge of the system’s capabilities on which they work. The most important thing is that the system should be optimally adapted to the realities of the business and not the other way around – business to software. The training is designed to provide basic information on the configuration and functionalities offered by the Microsoft Dynamics 365 ERP system around finance.

Training is for companies that:
  • Have decided to implement the Microsoft Dynamics platform,
  • Want to implement Microsoft Dynamics 365, but don't yet know if, in terms of handling finances,
  • Are working on an older version of the Microsoft Dynamics system (AX2012, 2009, 4) and are considering the aspect of moving to the latest version of Microsoft Dynamics 365,
  • Are working with Microsoft Dynamics 365 and want to put new members of the finance and accounting teams to work.
Training is directed to:
  • Owners and Board Members,
  • Finance directors, operations directors, finance and accounting team leaders,
  • Accountants, analysts, and control specialists.
After the training, you will know:
  • How modules related to the finances area work in Microsoft Dynamics 365,
  • How to set basic work parameters,
  • What the chart of accounts and structure looks like, you will get acquainted with accounting profiles,
  • How to register and account sales and purchase invoices,
  • How to configure taxes and generate JPK,
  • What are the methods of handling banking and cash transactions,
  • How to organize and work with fixed assets,
  • How to report basic financial information.
AGENDA
1. INTRODUCTION:
  • Program structure,
  • Menu, data searching and filtering,
  • Settings personalization.
2. GENERAL LEDGER:
  • Module parameters,
  • Accounts plan,
  • Measurements,
  • Accounting profiles,
  • Financial sheets,
  • Podstawowe raporty.
3. CASH AND BANK MANAGEMENT:
  • Module parameters,
  • Bank accounts and cash registers,
  • Bank transactions,
  • Cash register transactions,
  • Basic reports.
4. TAXES:
  • Module parameters,
  • Uniform Control Files. A Microsoft functionality standard,
  • Basic reports.
5. PURCHASES:
  • Module parameters,
  • Supplier directories,
  • Purchase invoices. Methods and places of entry,
  • Settlement of transactions,
  • Basic reports.
6. SALE:
  • Module parameters,
  • Customer directories,
  • Sales invoices. Methods and places of entry,
  • Settlement of transactions,
  • Basic reports.
7. Fixed assets:
  • Module parameters,
  • Fixed asset sheets,
  • Fixed asset sheets,
  • Fixed asset transactions,
  • Basic reports.

Number of attendees:
10

Duration:
2 days (16h)

Price per attendee:
980 PLN

The offer is for information purposes only and does not constitute a commercial offer within the meaning of Article 66 § 1 of the Civil Code and other applicable laws.

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Contact us

INLOGICA Sp. z o.o. Sp. k.
office@INLOGICA.com
+48 61 278 58 30
St. Św. Michała 43
61-119 Poznań

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