Picture of Workflows & Periodic Journals in Microsoft Dynamics 365 Finance & Operations | Approvals, Automation & Periodic Processing

Workflows & Periodic Journals in Microsoft Dynamics 365 Finance & Operations | Approvals, Automation & Periodic Processing

This course demonstrates workflows and periodic journals in Microsoft Dynamics 365 Finance & Operations, including approvals, automation, and periodic processing.
SKU: 7227
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$24.95

Sneak peek inside!

Sneak peek inside!

Course Length: 00 Hours 18 Minutes 11 Seconds
The paid version of this course contains videos on the following topics: 

Overview

This course provides a fast, practical introduction to Workflows and Periodic Journals in Microsoft Dynamics 365 for Finance and Operations. You’ll learn how workflows automate approvals and how periodic journals streamline recurring financial processes.

What You Will Learn

  • Configure workflows

  • Understand workflow approval logic

  • Automate financial processes

  • Create periodic journals

  • Use periodic processing for recurring entries

  • Understand workflow + journal integration

Course Overview

This module includes hands‑on demonstrations of:

  • Workflow setup

  • Approval routing

  • Periodic journal creation

  • Recurring journal processing

  • Automation scenarios

Outcome

By the end of this course, you’ll be able to configure workflows and process periodic journals in Microsoft Dynamics 365 Finance & Operations.

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