May 10th: How to Use Implementation Checklists and Setup & Close Checklists Within Dynamics 365 Finance & Operations

April 3, 2018 Amanda Wells

Do you want to learn how to track your financial closing process across companies, areas, and people?

Would using checklists assist with your closing process?

 

Join us on May 10th at 11am PST to see how the Financial Period Close Workspace lets you track your financial closing processes across companies, areas, and people.

Let our senior financial consultant show you how to use the new Dynamics 365 Workspace Financial Period Close to set up checklists for month-end and year-end closing steps and responsibilities. Then you will see how to use the checklists to monitor the actual closing process. This checklist works across multiple companies, improving the efficiency of and visibility into all closing processes.

The Financial Period Close Workspace lets you track your financial closing processes across companies, areas, and people. Depending on the view of the Financial Period Close Workspace, your resources will either see all of the tasks and statuses for a closing schedule or just the tasks that are assigned to them.

Join us for this free webinar to explore these functionalities and more: 

Business Intelligence Create a Dashboard Watch a Demonstration

How to use the Financial Period Close configuration page

How to define resources involved in the closing process

How to access all Financial Period Close tasks

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