| Microsoft Dynamics 365 F&O – Finance | Status |
| CHAPTER 1 | Module 1: General Ledger | Started |
| CH1-T1 | Navigate the General Ledger Workspace | Select |
| CH1-T2 | Set up Currencies and Exchange Rates | Select |
| CH1-T3 | Enable Exchange Rate Providers | Select |
| CH1-T4 | Import Exchange Rates | Select |
| CH1-T5 | Set up Periods and Fiscal Years | Select |
| CH1-T6 | Set up Reason Codes and Period Allocations | Select |
| CH1-T7 | Create Financial Dimensions | Select |
| CH1-T8 | Configure Account Structure | Select |
| CH1-T9 | Advanced Rules Structure | Select |
| CH1-T10 | Create a Main Account | Select |
| CH1-T11 | Create Financial Dimension Sets | Select |
| CH1-T12 | Complete Ledger Setup | Select |
| CH1-T13 | Review the account setup for Automatic Transactions | Select |
| CH1-T14 | Review General Ledger Parameters | Select |
| CH1-T15 | Discuss Journal Controls | Select |
| CH1-T16 | Posting Restrictions | Select |
| CH1-T17 | Set up Balance Control Accounts | Select |
| CH1-T18 | Review Inquiries and Reports | Select |
| CH1-T19 | Review the entry process for General Journals | Select |
| CH1-T20 | Create Journals Names | Select |
| CH1-T21 | Journal workflow | Select |
| CH1-T22 | Review the entry and posting of General Journals | Select |
| CH1-T23 | Complete posting Global General Ledger Journals | Select |
| CH1-T24 | Review posting multiple journals | Select |
| CH1-T25 | Journals with workflow approval | Select |
| CH1-T26 | Periodic journals | Select |
| CH1-T27 | Discuss ledger accruals | Select |
| CH1-T28 | Review posting intercompany transactions | Select |
| CH1-T29 | Review setup for intercompany accounting | Select |
| CH1-T30 | Post an intercompany transaction | Select |
| CH1-T31 | Trace intercompany transactions | Select |
| CH1-T32 | Set up fiscal year end close parameters | Select |
| CH1-T33 | Create a new fiscal year | Select |
| CH1-T34 | Control transactions in a closing period | Select |
| CH1-T35 | Hold or close a period | Select |
| CH1-T36 | Create year-end adjustments | Select |
| CH1-T37 | Transfer opening balances to the new year | Select |
| CH1-T38 | Describe what a consolidation is | Select |
| CH1-T39 | Review Eliminations | Select |
| CH1-T40 | General consolidation considerations | Select |
| CH1-T41 | Complete a consolidation | Select |
| CH1-T42 | Foreign currency considerations | Select |
| CHAPTER 2 | Module 2: Cash and Bank Management | Select |
| CH2-T1 | Review Bank Transaction Types | Select |
| CH2-T2 | Bank Transaction Groups | Select |
| CH2-T3 | Review Bank Parameters | Select |
| CH2-T4 | Create Bank Groups | Select |
| CH2-T5 | Create a Bank Account | Select |
| CH2-T6 | Create a Check Layout | Select |
| CH2-T7 | Work with Checks | Select |
| CH2-T8 | Void check | Select |
| CH2-T9 | Manually reconcile a bank account | Select |
| CH2-T10 | Check cancellation | Select |
| CH2-T11 | Deposit slip cancellation | Select |
| CH2-T12 | Complete a Bank Reconciliation | Select |
| CHAPTER 3 | Module 3: Accounts Payable | Select |
| CH3-T1 | Set up Payment Schedules | Select |
| CH3-T2 | Set up Terms of Payment | Select |
| CH3-T3 | Create Cash Discount Codes | Select |
| CH3-T4 | Create Payment Fees | Select |
| CH3-T5 | Review Accounts Payable Parameters | Select |
| CH3-T6 | Set up Vendor Posting Profiles | Select |
| CH3-T7 | Create Vendor Groups | Select |
| CH3-T8 | Create a Vendor | Select |
| CH3-T9 | Review Vendor details applicable to Finance | Select |
| CH3-T10 | Create a Vendor Invoice Manually | Select |
| CH3-T11 | Create a Vendor Invoice from a Purchase Receipt | Select |
| CH3-T12 | Set Invoice Matching Policies | Select |
| CH3-T13 | Update Match status on an Invoice | Select |
| CH3-T14 | Over-ride matching requirements for an Invoice | Select |
| CH3-T15 | Add Charges to an Invoice at posting | Select |
| CH3-T16 | Create an Invoice Journal | Select |
| CH3-T17 | Create an Invoice Approval Journal | Select |
| CH3-T18 | Review the Invoice Register | Select |
| CH3-T19 | Review Voucher Templates | Select |
| CH3-T20 | Review Methods of Payment Setup | Select |
| CH3-T21 | Create Payment Journals | Select |
| CH3-T22 | Reverse payments to vendors | Select |
| CH3-T23 | Review Inquiries and Reports | Select |
| CH3-T24 | Review Bridging Accounts | Select |
| CH3-T25 | Review concept of prepayment | Select |
| CH3-T26 | Set up prepayments | Select |
| CH3-T27 | Process prepayments with a payment journal | Select |
| CH3-T28 | Process prepayments on a purchase order | Select |
| CHAPTER 4 | Module 4: Accounts Receivable | Select |
| CH4-T1 | Set up Terms of Payment | Select |
| CH4-T2 | Create Cash Discount Codes | Select |
| CH4-T3 | Review Accounts Receivable Parameters | Select |
| CH4-T4 | Set up Customer Posting Profiles | Select |
| CH4-T5 | Create Customer Groups | Select |
| CH4-T6 | Create a Customer | Select |
| CH4-T7 | Review Customer details applicable to Finance | Select |
| CH4-T8 | Create Free Text Invoices | Select |
| CH4-T9 | Recurring Free Text Invoices | Select |
| CH4-T10 | Correct a Free Text Invoice | Select |
| CH4-T11 | Create an Invoice against a Sales Order | Select |
| CH4-T12 | Review the Customer Invoicing Workspace | Select |
| CH4-T13 | Review customer statements | Select |
| CH4-T14 | Review Aging Periods | Select |
| CH4-T15 | Review Customer Payment Setup | Select |
| CH4-T16 | Create and process a Customer Payment Journal | Select |
| CH4-T17 | Edit Open Customer Transactions | Select |
| CH4-T18 | Review Inquiries and Reports | Select |
| CHAPTER 5 | Module 5: Tax | Select |
| CH5-T1 | Review ledger posting groups | Select |
| CH5-T2 | Create Sales Tax Authorities | Select |
| CH5-T3 | Set up Sales Tax Settlement Periods | Select |
| CH5-T4 | Create Sales Tax codes | Select |
| CH5-T5 | Exemption codes | Select |
| CH5-T6 | Create Sales Tax groups | Select |
| CH5-T7 | Create Item Sales Tax groups | Select |
| CH5-T8 | Review Sales Tax Transactions | Select |
| CHAPTER 6 | Module 6: Fixed Assets | Select |
| CH6-T1 | Complete fixed asset setup for journal names and parameters | Select |
| CH6-T2 | Create fixed asset books | Select |
| CH6-T3 | Create fixed asset groups | Select |
| CH6-T4 | Set up posting profiles and reason codes | Select |
| CH6-T5 | Set up fixed asset calendars | Select |
| CH6-T6 | Create assets | Select |
| CH6-T7 | Complete fixed asset depreciation setup for depreciation methods | Select |
| CH6-T8 | Set up depreciation profiles | Select |
| CH6-T9 | Review Lending Assets | Select |
| CH6-T10 | Copy Fixed Assets and Changing Fixed Assets Groups | Select |
| CH6-T11 | Review Fixed Assets Additions | Select |
| CH6-T12 | Review Fixed Assets Inquiries and Reports | Select |
| CH6-T13 | Fixed Assets Replacement Cost and Insured Value Update | Select |
| CH6-T14 | Review and demonstrate fixed asset transactions | Select |
| CH6-T15 | Acquire fixed assets from fixed asset journal | Select |
| CH6-T16 | Acquire fixed assets from purchase orders | Select |
| CH6-T17 | Acquire fixed assets from inventory | Select |
| CH6-T18 | Review the integration with the projects’ module | Select |
| CH6-T19 | Manually depreciate a fixed asset | Select |
| CH6-T20 | Use depreciation proposal to depreciate a fixed asset | Select |
| CHAPTER 7 | Other Modules | Select |
| CH7-T1 | Inventory posting setup | Select |
| CH7-T2 | Item groups | Select |
| CH7-T3 | Item model groups | Select |
| CH7-T4 | Product types (Service, Item) | Select |
| CH7-T5 | Product sub types (Product, Product master) | Select |
| CH7-T6 | Product variants (Size, Color, Style, Configuration) | Select |
| CH7-T7 | Sites | Select |
| CH7-T8 | Warehouses | Select |
| CH7-T9 | Product dimension groups | Select |
| CH7-T10 | Storage dimension groups | Select |
| CH7-T11 | Tracking dimension groups | Select |
| CH7-T12 | Procure to pay cycle | Select |
| CH7-T13 | Order to cash cycle | Select |
| CH7-T14 | Data Management | Select |
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