Microsoft Dynamics 365 Finance
Webinar Series

Join our three-part Dynamics 365 Finance Webinar Series to optimize your D365 investment. 

Reduce manual tasks, accelerate financial processes, and unlock new efficiencies with solutions included in your standard Microsoft Dynamics 365 Finance subscription.

next upcoming session:

Microsoft Dynamics 365 Finance & SCM – Advanced Bank Reconciliation

Dynamics 365 Finance Webinars. D365 Finance Automation Solutions. D365 Finance Automation Training
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Microsoft Dynamics 365 Finance Webinar Sessions

See firsthand how Microsoft D365’s advanced Automation Modules can benefit your business & Increase ROI

Session 1: Microsoft Dynamics 365 Finance: Credit & Collections Automation

September 10th, 2024 10-11 AM PST

Agenda
- Intro to the out-of-box D365 Credit & Collections automation module
- Explore how to configure the module to meet your needs
- Walk though a common collections scenario & see the process automation functions in action

Benefits of Attending
- Improve Cash Flow and Customer Relationships
- Reduce Risk and Ensure Compliance
- Free up time for value added work across your AR department
Download Recording

Session 2: Microsoft Dynamics 365 Finance: AP Automation & OCR (Image Capture)

September 24th, 2024 10-11 AM PST

Agenda
- Intro to the out-of-box D365 AP Automation & OCR module
- Explore how to configure the module to meet your needs
- Walk though the invoice journal, PO and payment proposal processes in real time

Benefits of Attending
- OCR technology reduces errors, ensuring accurate financial records & minimizing payment discrepancies
- Automate invoice approval processes via TEAMS or email reduce time without additional licenses
- Automated processes enhance security, ensuring compliance and minimizing fraud risks
- Leverage automated capture for supplier discounts, reducing overall processing costs
Request Recording

Session 3: Microsoft Dynamics 365 Finance: Advanced Bank Reconciliation

October 22nd, 2024 10-11 AM PST

Agenda
- Intro to the out-of-box D365 Advanced Bank Reconciliation module
- Exploration of various import methods like BAI2, MT940, manual entry, & D365 F&SCM DMF - including validation & confirmation processes
- Automated matching rules, adding transactions (GL, vendor, customer), rule sets, finalizing reconciliations, and handling reversals

Benefits of Attending
- Utilize new D365 features to generate customer payment transactions from bank statement and reconciliation features
- Speed up the reconciliation process with automated matching rules
- Build confidence in your bank balances and cash forecasting with timely account reconciliations
Register now

Featured Speakers

Learn from seasoned industry experts & ask questions related to your business needs

Microsoft Dynamics 365 Finance Solution Architect

Session One: Credit & Collections

Microsoft Dynamics 365 Finance Solution Architect

Session Two: AP Automation & OCR

Microsoft Dynamics 365 Finance Solution Architect

Session Three: Advanced Bank Rec

Microsoft Dynamics 365 Finance Webinar Registration

Register to reserve your spot & receive access to session recordings 

Microsoft Dynamics 365 Finance Accelerators

Optimize your Microsoft Dynamics 365 Finance Investment through Automation 

Credit & Collections

AP Automation

Subscription Billing

Asset Leasing

Budgeting Planning

Fixed Assets

Request a free Dynamics 365 demo

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