
Course Overview-
1.Legal entity creation
· 1.1 Introduction to legal entity
· 1.2 Creation of real legal entity with real-time examples – cut
2.Number Sequence
· 2.1 Introduction to number sequence
· 2.2 Deep dive into number sequence.
· 2.3 Let’s create automatic number sequence from scratch
· 2.4 Exploring the number sequence code
· 2.5 Let’s now explore manual number sequence
3.Chart of Accounts and main accounts
· 3.1 Introduction to Chart of accounts
· 3.2 Ledger set-up & Main accounts basics - cut
· 3.3 Creation and configuration of multiple main accounts with real time examples.
· 3.4 Creation of multiple main account using excel integration.
4.Ledger set-up
· 4.1 Fiscal Calendar Set-up.
· 4.2 Currency - cut 12:25.
· 4.3 Account structure.
· 4.4 Accounts for currency revaluation.
5.Getting started with product information management
· 5.1 Introduction to products.
· 5.2 Product information management parameters.
· 5.3 Product relationship type set-up
· 5.4 Product Dimension groups.
· 5.5 Storage Dimension groups.
· 5.6 Tracking dimension groups.
· 5.7 Category Hierarchies
· 5.8 Product attributes
· 5.9 Deep dive into products and released products
· 5.10 Detailed discussion on item model group & item group
· 5.11 Exploring product masters
Introduction to various products available with in the Microsoft Dynamics 365 business application suite
A quick walkthrough to understand some on the basic navigations/features within Microsoft dynamics 365 for finance and operations
Hi Everyone, Welcome to Microsoft Dynamics 365 F&O tutorial series.This lecture is a introduction and it demonstrates how to create a new legal entity in Microsoft Dynamics 365 for Finance and supply chain management from the scratch.
A legal entity is an organization that is identified through registration with a legal authority. Legal entities can enter into contracts and are required to prepare statements that report on their performance. The above video explains how to create a legal entity.This lecture demonstrates how to create a new legal entity in Microsoft Dynamics 365 for Finance and supply chain management from the scratch.
Number sequences are used to generate readable, unique identifiers for master data records and transaction records that require identifiers. A master data record or transaction record that requires an identifier is referred to as a reference.
In this show, I will show you how to use segments to create number sequence formats
Number sequences can be utilized to help easily identify certain types of records throughout the system just by adding a certain prefix or numbering convention to the number sequence that clearly indicates the type of record. In this video we will walk through the basics of number sequences including what you need to know about the number sequence form, how number sequences actually work, how to create a new number sequence from scratch, and how to run the number sequence wizard.
Review automated number sequences and learn to manually adjust parameters to avoid vendor and customer account confusion. The video demonstrates creating a manual render account sequence with a custom prefix.
Learn to configure number sequences in Dynamics 365 Finance and Operations, covering manual and automatic modes, shared vs company scope, and continuous versus preallocated allocations for vendor and render accounts.
In this video, you'll learn how to lay the foundation for financials by creating your chart of accounts. The chart of accounts is the list of the general ledger accounts where you organize your company’s expenditures, revenue, assets, and liabilities so that you can understand your company’s financial health.
In this LECTURE video, you will learn about how the Credit and debit language works in Microsoft Dynamics 365 for Finance and supply chain. There is always been a confusion to understand this accounting concepts like which account gets credited and which will get debited in this video all those concepts are explained in detail.
For every entry you make in Microsoft Dynamics 365 Finance and Operations apps journals, one account will be debited and the other will be credited. And the debits must equal the credits. Microsoft Dynamics 365 Finance and Operations apps automatically take care of both sides of this entry.
Its difficult to load all the man accounts manually into D365 , hence i will show you the excel integration feature for loading all the main ccounts in one shot
In this video I will step through the basics of setting up our initial General Ledger which includes fiscal calendar
In this video I will step through the basics of setting up our initial General Ledger which includes Currency set-up
Learn how to create a simple account structure in Microsoft Dynamics 365, attach financial dimensions to main accounts, and make cost center and department fields optional for flexible postings.
Configure posting types for realized and unrealized gains and losses in currency revaluation. Understand how exchange rates affect invoice and payment dates within the general ledger.
In this video, I'll go through how to get started with product information management. I start this session by explaining about product information management set-up section which includes the parameter set-up, product relationship types, product life cycle state etc.
In this video, I'll go through how to get started with product information management. I start this session by explaining about product information management set-up section which includes the parameter set-up, product relationship types, product life cycle state etc.
In this video, I'll go through how to get started with product information management. I start this session by explaining about product information management set-up section which includes the parameter set-up, product relationship types, product life cycle state etc.
In this video we continue discussing about the product information management set-up and we do a deep drive in to the concept of product dimension group.Product dimension groups represent the items' characteristics that identify the key differences of each item. For example, a motor bike item has two dimensions, namely, configuration and colour. The configuration represents the variant of the bike and colour is the external colour of the bike.
In this video we continue discussing about the product information management set-up and we do a deep drive in to the concept of storage dimension group.
Storage dimensions represent how you store or retrieve items in your inventory.
Site: Refers the geographical location of you storage, manufacturing, or sales facilities.
Warehouse is the actual building/place in which your items are stocked. You can setup multiple warehouses and create moves between warehouses.
Location, is a specific space within your warehouse. It can be considered as a sublocation of your warehouse, as a shelf, a floor, an aisle, etc. Therefore, a location is part of one warehouse only and it is not possible to link one location to multiple warehouses. You can configure as much locations as you need under one warehouse.
In this video we continue discussing about the product information management set-up and we do a deep drive in to the concept of tracking dimension group.tracking dimensions are mechanisms to ensure tracking, quality assurance, and warranties. Therefore, these mechanisms come in the form of serial, batch numbers, and ownership. Tracing will allow you to keep track of your products
In this tutorial video, you will learn about how to setup a Category hierarchies, Category hierarchy role association and procurement categories from the scratch with step by step details.Category hierarchies are used to classify products, vendors, and other data for reporting and analysis. Each hierarchy consists of a parent category and a structure of subcategories, which are also named the child categories. An organization may have more than one category hierarchy. For example, there may be a category hierarchy of commodity codes that are used for sales, and another category hierarchy for categorizing procurement activities. You can import commodity codes from a standard industry classification system, or you can manually create a category hierarchy to meet the business requirements for your organization.
In this show, I show you how to configure a product attributes by creating an attribute type and attributes in D365.In order to specify the characteristics of a product (Warranty contract) you have a configurable way to add as many additional informational to the product as desired. It can be done thought Attributes.
In this lecture, we will discuss about how to create a new shared product and release the same in to the specific legal entity or company.A product is a uniquely identifiable item /Article. It serves as a core product that does not vary; therefore, no product dimensions can be associated with the definition.
A Product can be a tangible material or services that you will provide your customers. Whether it is pencils or car, labour services or handling fee, Products are the heart of your sales transactions.
In this lecture, I show you how to complete the released product set-up in D365 by configuring the item groups, item model groups within the released item.
In this episode we will discuss about how to create a product master with configurations and colour using the released products section in the Microsoft Dynamics 365.
The great example of using product masters with their variants it’s a Retail industry.
Let’s say you have Product master as T-shirt. But this T-shirt might have a lot of variants: variety of colours (White, Red, Black etc.) and in different sizes (S, M, L, XL, XXL etc.).However in our episode I will be using a real time scenario from the automotive industry to explain this concept.
Welcome to the ultimate masterclass for Microsoft Dynamics 365 Finance and Operations Application. This multi-part series is like a Dynamics 365 mini-implementation project, carefully tailored to provide the audience with incremental knowledge on Microsoft Dynamics 365 Finance and Operations. The motive of this series is to ensure that the audience learns everything about Microsoft Dynamics 365 finance and operations from scratch, with real-life examples, starting from the creation of a new legal entity/company to all essential modules such as general ledger, product information management, procurement sourcing, sales and marketing, accounts payable, accounts receivable, and more. By the completion of all eight parts, you will have a fully functioning legal entity with all the key transactions needed to start your implementation projects with confidence and speed.
Below is the content for part one :
Legal entity creation
· Introduction to legal entity
· Creation of real legal entity with real-time examples
Number Sequence
· Introduction to number sequence
· Deep dive into number sequence.
· Let’s create automatic number sequence from scratch
· Exploring the number sequence code
· Let’s now explore manual number sequence
Chart of Accounts and main accounts
· Introduction to Chart of accounts
· Ledger set-up & Main accounts basics - cut
· Creation and configuration of multiple main accounts with real time examples.
· Creation of multiple main account using excel integration.
Ledger set-up
· Fiscal Calendar Set-up.
· Currency - cut 12:25.
· Account structure.
· Accounts for currency revaluation.
Getting started with product information management
· Introduction to products.
· Product information management parameters.
· Product relationship type set-up
· Product Dimension groups.
· Storage Dimension groups.
· Tracking dimension groups.
· Category Hierarchies
· Product attributes
· Deep dive into products and released products
· Detailed discussion on item model group & item group.