- Module 1: Learn how Finance insights works to help you make customer payment predictions, cash flow forecasts, and budget proposals.
In this module, you will:
- Discover how Finance insights works with Dynamics 365 Finance.
- Learn about the three main components that Finance insights offers.
- Module 2: Learn about setting up Finance insights in Dynamics 365 Finance.
In this module, you'll:
- Set up Finance insights in Dynamics 365 Finance.
- Modify external data to be used for the creation of cash flow forecasting.
- Learn how to create a connection between Finance and Power Apps.
- Module 3: Learn about customer payment prediction feature in Dynamics 365 Finance.
In this module, you will:
- Analyze customer payment predictions.
- Improve customer payment predictions.
- Learn how payment probabilities are calculated.
- Module 4: Learn about Intelligent cash flow tool within Finance insights.
In this module, you will:
- Learn how the cash flow forecasting capability can help companies manage their cash balance.
- Learn what goes into the cash flow forecast in Dynamics 365 Finance.
- Identify ways to improve the accuracy of the cash flow forecast.
- Module 5: Learn about Intelligent budget proposal in Dynamics 365 Finance.
In this module, you will:
- Explore the capabilities of budget proposals.
- Generate a budget proposal.
- Run financial reports in the Report designer.
Set up and work with Finance insights in Dynamics 365 Finance
Overview
Syllabus
- Module 1: Module 1: 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
- Module 2: Module 2: 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
- Module 3: Module 3: Use customer payment predictions in Dynamics 365 Finance
- Introduction
- Payment predictions
- Use customer payment predictions
- Check your knowledge
- Summary
- Module 4: Module 4: Intelligent cash flow in Dynamics 365 Finance
- Introduction
- Cash position
- Snapshots
- Cash forecast
- Check your knowledge
- Summary
- Module 5: Module 5: 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
Tags
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