Financial Consolidations in Microsoft Dynamics 365 for Finance and Operations

Course Description

This SkillDynamo course develops practical, role-relevant capability in planning, processing, validating, and reporting financial consolidations in Dynamics 365 Finance and Operations. The learning path progresses from planning and essential concepts to implementation, validation, troubleshooting, and operational use.

Learners work through realistic scenarios, instructor-led demonstrations, applied exercises, and evidence-based reviews. Each topic is connected to workplace responsibilities, common risks, quality controls, and measurable outcomes.

The course helps professionals build dependable skills, explain their decisions, identify failure points, and create an actionable improvement plan that can be applied to future projects.

What You Will Learn

• Define consolidation scope, legal entities, ownership, reporting requirements, and close calendar
• Plan consolidation companies, account structures, dimensions, posting, security, and controls
• Map charts of accounts, dimensions, fiscal periods, exchange rates, and translation methods
• Configure intercompany identification, elimination rules, accounts, and adjustment policies
• Run online or file-based consolidation, currency translation, eliminations, and adjustments
• Reconcile source balances, retained earnings, ownership, exceptions, and processing evidence
• Produce consolidated trial balances, financial reports, supporting schedules, and audit evidence
• Manage approvals, reruns, corrections, security, documentation, timing, and close improvement

SkillDynamo Training Approach

SkillDynamo delivers this course through demonstrations, hands-on exercises, scenario analysis, validation checklists, structured troubleshooting, solution reviews, and a final improvement plan. Learners repeatedly practice planning, implementation, evidence collection, testing, correction, and communication so the skills transfer confidently into real workplace situations.