How to Use Implementation Checklists and Setup & Close Checklists Within Microsoft Dynamics 365 for Finance & Operations

Join us on Thursday, May 10th at 11am Pacific time 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

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

Additionally, you will see:

  • 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

Register now to view this live demonstration webinar and we thank you for your interest in this webinar presented by Western Computer
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If you are unable to attend, register and a link to the webinar's OnDemand recording will be provided after the webinar.