Course Information
Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
2 Hour(s) 5 Minute(s)
Language
English
Taught by
Ramit Paul
Rating
Course Overview
Mastering BPA Installation and Financial Report Creation from Scratch
Unlock the full potential of Microsoft Dynamics 365 Finance and Operations with our comprehensive course on Business Performance Analytics (BPA). This course is meticulously designed to guide you through the seamless installation of BPA and empower you to create insightful financial reports from scratch. Whether you're a finance professional, business analyst, or IT specialist, you'll gain the skills needed to enhance your organization's financial performance and decision-making processes.
Throughout this course, you will learn how to install BPA step-by-step, ensuring a smooth setup tailored to your business needs. We will delve into the intricacies of financial report creation, covering everything from basic configurations to advanced reporting techniques. By the end of this course, you'll be proficient in transforming raw data into actionable insights, enabling you to drive strategic decisions and improve overall business performance.
In addition to mastering the installation process, you will learn how to create essential financial reports such as Profit and Loss statements, Balance Sheets, and Cash Flow statements. These reports are crucial for understanding your organization's financial health and making informed decisions. Our hands-on approach will ensure you can confidently generate these reports, providing a comprehensive view of your business's financial status.
Join us on this journey to master Business Performance Analytics in Microsoft Dynamics 365 Finance and Operations. Equip yourself with the knowledge and tools to make data-driven decisions and propel your business forward with confidence. Whether you're looking to upskill or seeking to optimize your organization's financial reporting capabilities, this course is your gateway to success.
Course Content
- 10 section(s)
- 11 lecture(s)
- Section 1 Introduction to Business Performance Analytics in Dynamics 365 Finance
- Section 2 Installing Business Performance Analytics in D365 Finance and Operations
- Section 3 Navigating and Understanding Business Performance Analytics (BPA)
- Section 4 Creating Trial Balance Report in BPA
- Section 5 Learn to create Balance Sheet, Profit & Loss and Budget Vs Actual Report in BPA
- Section 6 Learn to create Dashboards -Column Chart, Bar Chart, Treemap, Pie Chart, Donut
- Section 7 Learn to Create Vendor Ageing report
- Section 8 Mastering KPI Dashboard Creation
- Section 9 Learn to Create Report for Different Accounting Standard (Posting Layer)
- Section 10 Learn to Create Purchase Order Details Report
What You’ll Learn
- Install Business Performance Analytics in D365 Finance and Operations
- Create and amend Financial Reports from Scratch
- Copy and duplicate Financial Reports from Scratch
- Learn D365 Data Model
Skills covered in this course
Reviews
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AAmy Kaeter
The instructor did a great job covering the process from a system administrator’s perspective, including some really helpful tips for formatting and customizing layouts, tiles, dashboards, and KPIs. The only thing I would have liked to see included is the end-user experience—specifically, how to assign the custom content to roles or where end users would access it once created.
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AAlicia Keener
Very informative and easy to follow!
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vvinay Gopina
Insightful and beginner-friendly course with step-by-step guidance on BPA setup and report building from scratch. Ramit’s delivery is professional, concise, and easy to follow. A great learning experience that adds real value to my skillset. Highly recommended!
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AAastha
Very insightful course and easy to follow. Hoping to see more such valuable content.
