Your source for accounting information in West Virginia Your source for accounting information in West Virginia

Log in to access your benefits

Not registered? Get a free login
Not a member? Join for great discounts

Dynamics 365: Microsoft's Next Generation Business Platform

03.30.18 10:00AM – 03.30.18 12:00PM

Details

Credits
2.00

Level
Basic

Fees

Member Fee
$79.00

Nonmember Fee
$113.00

Want to register?

View registration options

General Info

Description
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. This event may be a rebroadcast of a live event, with the instructor available to answer your questions either during or after the event.
Highlights

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

Objectives

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

Designed For
Owners, Business Decision Makers, Technology Decision Makers, CPAs, Bookkeepers and Accountants
Vendor
CPA Crossings, LLC
You must be logged in to add items to your cart. If you don't have a login you may create one for free, or save a bundle by becoming a member.