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Create financial reports in Microsoft Dynamics 365 Business Central 

  • Offered byMicrosoft

Create financial reports in Microsoft Dynamics 365 Business Central
 at 
Microsoft 
Overview

Duration

3 hours

Start from

Start Now

Total fee

Free

Mode of learning

Online

Schedule type

Self paced

Difficulty level

Intermediate

Official Website

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Credential

Certificate

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Create financial reports in Microsoft Dynamics 365 Business Central
 at 
Microsoft 
Course details

What are the course deliverables?
  • Create budgets in Dynamics 365 Business Central
  • Configure financial reports by using account schedules in Dynamics 365 Business Central
  • Use dimensions in your financial reports in Dynamics 365 Business Central
  • Forecast your cash flow in Dynamics 365 Business Central
  • Set up XBRL reports in Dynamics 365 Business Central
More about this course
  • This learning path discusses creating budgets, and using account schedules, dimensions, and eXtensible business reporting language (XBRL) to generate the financial reports that are typically needed for most businesses
  • It explains how to set up general ledger budgets in Business Central, demonstrates how to create budgets manually, and shows how to copy and import budgets from Microsoft Excel
  • It explains the terminology that is associated with XBRL and demonstrates how to import and update taxonomies

Create financial reports in Microsoft Dynamics 365 Business Central
 at 
Microsoft 
Curriculum

Create budgets in Dynamics 365 Business Central

Introduction - Create budgets manually

Copy budgets

Export and import budgets

Exercise - Create and copy budgets

Check your knowledge

Summary

Configure financial reports by using account schedules in Dynamics 365 Business Central

Introduction and set up account schedules

Create column layouts

Export your account schedule to Excel

Exercise - Create an account schedule

Check your knowledge

Summary

Use dimensions in your financial reports in Dynamics 365 Business Central

Introduction to the G/L balance by dimension report

Filter account schedules by using global dimensions

Create an analysis view

Combine analysis views with account schedules

Check your knowledge

Summary

Forecast your cash flow in Dynamics 365 Business Central

Introduction to cash flow forecasts

Use assisted setup to set up cash flow forecasting

Set up cash flow manual expenses and revenues

Create a cash flow forecast

Analyze the forecasted cash flow

Check your knowledge

Summary

Set up XBRL reports in Dynamics 365 Business Central

Introduction to XBRL terminology

Work with taxonomies

Work with linkbases

Enter XBRL line definitions

Export an instance document

Check your knowledge

Summary

Create financial reports in Microsoft Dynamics 365 Business Central
 at 
Microsoft 
Entry Requirements

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  • Not mentioned

Create financial reports in Microsoft Dynamics 365 Business Central
 at 
Microsoft 
Admission Process

    Important Dates

    Nov 30, 2024
    Course Commencement Date

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    Create financial reports in Microsoft Dynamics 365 Business Central
     at 
    Microsoft 

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