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Set up and work with Finance insights in Dynamics 365 Finance 

  • Offered byMicrosoft

Set up and work with Finance insights in Dynamics 365 Finance
 at 
Microsoft 
Overview

Duration

2 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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Set up and work with Finance insights in Dynamics 365 Finance
 at 
Microsoft 
Course details

Skills you will learn
What are the course deliverables?
  • Get started with Finance insights in Dynamics 365 Finance
  • Set up Finance insights in Dynamics 365 Finance
  • Use customer payment predictions in Dynamics 365 Finance
  • Intelligent cash flow in Dynamics 365 Finance
  • Intelligent budget proposal in Dynamics 365 Finance
More about this course
  • This learning path helps you efficiently use finance insights tools to handle customer payments, create customer payment predictions, create accurate and editable cash flow forecasts, and create data generated budget proposals in Dynamics 365 Finance
  • By setting up Finance insights, your organization can forecast different aspects of Dynamics 365 Finance, such as customer payments, cash flows, and budget proposals, by using intelligent machine learning
  • Intelligent budget proposal in Dynamics 365 Finance uses machine learning to analyze historical data and generate a budget proposal based off the findings

Set up and work with Finance insights in Dynamics 365 Finance
 at 
Microsoft 
Curriculum

Get started with Finance insights in Dynamics 365 Finance

Introduction

Financial insights scenario

Customer payment predictions

Cash flow forecasting

Budget proposals

Check your knowledge

Summary

Set up Finance insights in Dynamics 365 Finance

Introduction

Create a data integration project

Set up Finance insights

Enable customer payment predictions

Enable cash flow forecasts

Enable budget proposals

Improve your predictions

Check your knowledge

Summary

Use customer payment predictions in Dynamics 365 Finance

Introduction

Payment predictions

Use customer payment predictions

Check your knowledge

Summary

Intelligent cash flow in Dynamics 365 Finance

Introduction

Cash position

Snapshots

Cash forecast

Check your knowledge

Summary

Intelligent budget proposal in Dynamics 365 Finance

Introduction

Set up the budget proposal feature

Generate a budget proposal

Work with data and machine learning to improve proposals

Check your knowledge

Summary

Set up and work with Finance insights in Dynamics 365 Finance
 at 
Microsoft 
Entry Requirements

Eligibility criteriaUp Arrow Icon
Conditional OfferUp Arrow Icon
  • Not mentioned

Set up and work with Finance insights in Dynamics 365 Finance
 at 
Microsoft 
Admission Process

    Important Dates

    Nov 30, 2024
    Course Commencement Date

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    Set up and work with Finance insights in Dynamics 365 Finance
     at 
    Microsoft 

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