Manage fixed assets in Dynamics 365 Finance

Module
10 Units

Intermediate

Functional Consultant

Business User

Dynamics 365

Finance

Note

You may experience partial outages in labs that use the finance and operations apps virtual machine. We are working on fixing it and ask for your patience.

The key to correctly managing your fixed assets in Dynamics 365 Finance is to focus on budgeting, transfers, group setup, and updates. Additionally, you can review the fixed assets rollover reports for period closing, financial statements, and tax reporting in the familiar Excel format.

Learning objectives

This module explains the following concepts:

Set up asset budgeting.
Transfer a fixed asset.
Set up a fixed asset group.
Update fixed asset information.
Review fixed asset rollover reports.

Prerequisites

Knowledge of Dynamics 365 Finance
Basic understanding of an asset

Introduction min
Asset budgeting min
Transfer a fixed asset min
Set up fixed asset groups min
Split a fixed asset min
Update fixed asset information min
Recalculate replacement costs and insured values for fixed asset groups min
Fixed assets roll forward report min
Check your knowledge min
Summary min