Microsoft Dynamics 365 F&O (Functional-FI) Course in USA
Course Curriculum
Introduction to Dynamics 365 F&O
Overview of ERP & Financial Management
Navigation & User Interface
Legal Entities & Organizational Structure
Chart of Accounts Setup
Financial Dimensions
General Ledger (GL)
Ledger Setup & Configuration
Main Accounts & Account Structures
Journal Entries (Daily, Vendor, Customer)
Financial Periods & Fiscal Calendars
Allocations & Accruals
Trial Balance & Financial Statements
Accounts Payable (AP)
Vendor Creation &
Management
Invoice Processing & Vendor
Payments
Payment Methods & Payment
Journals
Vendor Posting Profiles
TDS / Tax Configuration (India
Localization)
Accounts Receivable (AR)
Customer Setup & Management
Sales Invoicing Process
Customer Payments & Settlements
Credit Management
Aging Reports
Cash & Bank
Management
Bank Setup &
Configuration
Bank Reconciliation
Payment Processing
Cheque Management
Cash Flow Forecasting
Fixed Assets (FA)
Asset Setup & Asset Groups
Acquisition, Depreciation & Disposal
Depreciation Methods
Asset Transfers & Splits
Taxation & Compliance
GST Configuration
(India Localization)
Tax Codes & Groups
Withholding Tax (TDS)
Regulatory Compliance
Basics
Budgeting & Forecasting
Budget Planning & Control
Budget Models & Allocation
Budget vs Actual Analysis
Financial Reporting
Financial Reports Setup
Management Reporter /
Financial Reporting Tool
Custom Reports &
Dashboards
Power BI Integration
(Overview)
Security & Workflow
Role-Based Security
User Roles & Permissions
Workflow Configuration
Approval Processes
Integration & Data Management
Data Import/Export Framework (DMF)
Excel Integration
Overview of Power Platform
Basic Integrations
