Print Page   |   Contact Us   |   Your Cart   |   Sign In   |   Join
Dynamics 365: Microsoft's Next Generation Business Platform SODMNGB2
View Registrations Tell a Friend About This EventTell a Friend
 

This course will provide you with an introduction to Microsoft Dynamics 365 for Financials _ Microsoft's new business application designed for small to mid-size businesses (SMBs) that have outgrown their basic accounting software, such as QuickBooks.

11/15/2017
When: 7:00 AM to 9:00 AM
Where: Webinar/Webcast
United States
Presenter: Kerry Pate, Jennifer Totten, and Todd Kerr
Contact: April Deneault
801-466-8954
« Go to Upcoming Event List  

Finance

Field of Study

Specialized Knowledge - Technical

Credit:  2

Level:  Basic

Designed for:

Owners, Business Decision Makers, Technology Decision Makers, CPAs, Bookkeepers and Accountants

Objective

Upon completion of this course you will:

 

  • Have an understanding of what Dynamics 365 for Financials has to offer and how it works
  • Have an understanding of how Dynamics 365 for Financials leverages Office 365 apps and functionality for maximum productivity
  • Have an understanding of Microsoft AppSource and added functionality for Dynamics 365 for Financials
  • Know what to beware of regarding the Dynamics 365 functionality & fit

 

Description

The topics that will be presented in this course include:

 

  • Overview of Dynamics 365 for Financials fit, capabilities and roadmap
  • Product Overview of Dynamics 365 for Financials
  • Quote to cash from within Office, without switching applications.
  • Set up customers or vendors, create quotes, process orders, and submit invoices without leaving your inbox.
  • Easily export data and create outgoing documents directly in Word and Excel.
  • Automated business processes help you improve productivity and get more done with easy-to-create workflows, complete audit trails, and enterprise-level security features that basic accounting software can’t provide.
  • End-to-End View: Centralize your data from accounting, sales, purchasing, inventory, and customer interactions for an accurate end-to-end view of your business.
  • Easy-to-share reports including key performance indicators (KPIs), inventory, sales, and order status. Empower users to create self-serve reports from trusted data sources for faster, more informed decision-making.
  • Access, model, and analyze data across multiple dimensions to perform ad hoc, customized reporting. Use Microsoft Power BI to create highly compelling dashboards.
  • What the mobile experience looks like: whether laptop, tablet, or phone, your people get a user experience that is consistent and secure.
  • How Dynamics 365 for Financials integrates with other Microsoft offerings (Office 365, Power BI, PowerApps, Microsoft Flow)
  • Review of the Dynamics 365 for Financials subscription licensing model and pricing
  • Review of Dynamics 365 frequently asked questions

 

 

Price:  $79.00

Link to register:  http://cpe.cpacrossings.com/SODMNGB2?partner=uacpa

Event Code:  8588

Keywords:

Dynamic Quickbooks Microsoft Financials Office 365 Smb Small Business Midsize Business

Membership Management Software Powered by YourMembership  ::  Legal