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

Discovering Microsoft Dynamics 365 for Finance and Operations reporting


The following section covers the Microsoft Dynamics 365 for Finance and Operations reporting options. The reporting options are inquiry forms and SSRS reports.

Reporting options

Reporting in Microsoft Dynamics 365 for Finance and Operations can be generated through two approaches, namely inquiry forms and predesigned standard reports.

Inquiry forms

Inquiry forms are used for quickly and easily reporting transactions where the transactions are listed. Advanced filtration allows the facility to reduce the inquiry results to a number of specific results. If it is required that you show all the transactions, don't identify any filter.

As you can see in the following screenshot of the inquiry form, navigate to General ledger | Inquiries and reports | Voucher transactions:

The filters capabilities can be accessed from the inquiry screen by pressing Ctrl + F3, as shown in the following screenshot:

As you can see in the following screenshot...