Book Image

Microsoft Dynamics 365 Enterprise Edition - Financial Management - Third Edition

By : Mohamed Aamer Ala El Din
Book Image

Microsoft Dynamics 365 Enterprise Edition - Financial Management - Third Edition

By: Mohamed Aamer Ala El Din

Overview of this book

Microsoft Dynamics 365 for finance and operations is a rapidly growing application and is widely used in enterprise organizations. Because of its ability to maximize business productivity, it is a fast-growing business application package in the ERP market. We will start by looking into ERP concepts, implementation needs, and interface design, giving you basic knowledge of financial management aspects and explaining key concepts along the way. To begin with, you'll be taken through the general ledger and financial dimension functions. You'll later learn about the sales tax mechanism and multi-currency in Microsoft Dynamics 365. We tackle each topic with focused examples and explanations on topics such as payable/receivable accounts, forecasting, cash and bank management, budgeting planning/control, and fixed assets. Finally, we walk you through intercompany, consolidation, costing basics, and financial reporting. By the end of this book, your finance team will have a much richer understanding of Microsoft Dynamics 365 for finance and operations and its powerful capabilities.
Table of Contents (24 chapters)
Title Page
Copyright and Credits
Dedication
Packt Upsell
Contributors
Preface
Index

Summary


In this chapter, we covered financial reporting from planning to consideration of reporting levels, where we ensured we gathered the reporting requirements in the early stages of the implementation, and considered the differences of reporting in the different managerial levels.

We covered important points that affect reporting quality by considering the reporting value chain, which consists of the infrastructure, database management, business processes, business intelligence, and the frontend. We also discussed the information source blocks, which consist of the detailed transactions block, business intelligence block, and executive decisions block.

Then, we learned about the reporting possibilities in Microsoft Dynamics 365 for Finance and Operations, such as inquiry forms and SSRS reports and Microsoft Dynamics Financial.

I hope you enjoyed reading this book and that it has given you the required knowledge of the Financial Management module in Microsoft Dynamics 365 for Finance and...