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Home > Vendors > Microsoft Dynamics > Microsoft Forecaster > 8862: Essentials I in Microsoft Forecaster 7.0

8862: Essentials I in Microsoft Forecaster 7.0

8862: Essentials I in Microsoft Forecaster 7.0 Course Description

The two-day Microsoft Forecaster 7.0: Essentials I course explores the product and its functionality from the basic setup to preparing budget templates. This course shows you the segment setup , data loading, input set setup, and additional detail setup. Learn how to make budgeting exciting and efficient with Microsoft Forecaster 7.0.

A thorough understanding of these topics allows you to successfully use Microsoft Forecaster 7.0. You learn to navigate around the user interface, use and set up the features, and add details to your budget.

Intended Audience for the 8862: Essentials I in Microsoft Forecaster 7.0 Course

  • Essentials I is recommended for budget administrators and partners who will be using or implementing Microsoft Forecaster 7.0. This course, plus Essentials II and Supplemental Training is the recommended learning plan for new budget administrators and partners.

Training Packages & Career Tracks that include the 8862: Essentials I in Microsoft Forecaster 7.0 Course

8862: Essentials I in Microsoft Forecaster 7.0 Course Objectives

  • Set up Segments, Rollups, and Periods
  • Import Data
  • Build Input Sets
  • Enter data using copy and grow shortcuts and data entry shortcuts
  • Set up Human Resources
  • Enter and Import employees
  • Set up Capital Types and enter Capital purchases
  • Build a Revenue model and enter data

The 8862: Essentials I in Microsoft Forecaster 7.0 Course prepare students for the following Exams

  • MB5-629 : Microsoft Forecaster 7.0

8862: Essentials I in Microsoft Forecaster 7.0 Course Outline

    1. Overview and Demonstration
      1. Demonstrate key features of Microsoft Forecaster 7.0
      2. Overview of topics in course
    2. Training Assumptions
      1. Training companies organizational structure
      2. Period Naming Conventions
      3. Basic Navigation
    3. Application Setup
      1. New Application Wizard
      2. Segment Definition
      3. Segment Modifications
    4. Segments and Rollups
      1. Center Segment
      2. Center Rollup
      3. Rollup Navigation, Properties, and Maintenance
      4. Account Segment
      5. Account Rollup
    5. Periods and Loading Data
      1. Period Fields
      2. Period Wizard
      3. Data Import
      4. Import Errors
    6. Input Screen Setup
      1. Input Set Overview
      2. Columns
      3. Sections
      4. Lines
      5. Calculations
      6. Input Set Definition
      7. Locked Accounts
    7. Account Input
      1. Input Set Selection
      2. Toolbars and Icons
      3. Spread Methods
      4. Multi Row Data Entry shortcuts
      5. Multi Row Data Entry Memos
      6. Multi Row Data Entry Line Items
      7. Single Row Data Entry
    8. Human Resources Setup and Input
      1. Human Resources Setup
      2. Pay Types
      3. Salary Grades
      4. Benefits and Taxes
      5. Human Resources Input and Import
      6. Human Resources Distribution and Human Resources Master
      7. Custom Human Resources
    9. Capital Setup and Input
      1. Define Capital Types
      2. Depreciation Methods
      3. Capital Input
    10. Custom Setup and Input
      1. Custom Dimensions
      2. Define Markets and Products
      3. Create Product Lines and Calculations
      4. Associations
      5. Define Products and Rates
      6. Revenue Input
      7. Secondary Calculations
    11. Advanced Input
      1. Local Settings
      2. Guidelines
      3. Input Set Overrides
      4. Multi Segment Input
      5. Input Shortcuts
      6. Other Data Entry Methods
    12. Input Examples
      1. Global Rates
      2. @LOOKUP
      3. If/Then Calculations
      4. Custom Units and Rates
    13. Security Overview
      1. Groups
      2. Users
      3. Assignments
      4. Workflow
    14. Web Access Overview
      1. Web Access Install and Configuration
      2. Web Access Sign On
      3. Web Access interface
    15. Practice
      1. Define Segments
      2. Import Data
      3. Build Input Set
      4. Define Revenue
      5. Set Up Human Resources

    Benefits of taking the 8862: Essentials I in Microsoft Forecaster 7.0 course at NetCom

    • Why choose Microsoft Dynamics Training at NetCom Learning?
      As a recognition for training excellence, NetCom Learning was chosen by Microsoft as the 2007 Worldwide Learning Solutions Partner of the year out of 1400 training companies.

      In addition, we have won numerous other training awards for quality and customer satisfaction by CompTIA, EC-Council and other vendors. We are simply passionate about learning and achieving the highest customer satisfaction in your learning experience!

      See the training value proposition below:

      Why Microsoft Dynamics Training at NetCom?
      NetCom Learning is a Microsoft Gold Certified Partner for Learning Solutions (CPLS). CPLS is the premier training channel and delivery mechanism for Microsoft Dynamics training content. On July 11, NetCom was honored by Microsoft as its Learning Solutions Partner of the Year. Selected as the Number One CPLS, from over 1400 worldwide CPLS's, Microsoft recognized our commitment and ability to deliver high-quality learning services using a consultative engagement model. We could not have achieved this coveted status without the help and support of our customers and well wishers - thank you!!

      Microsoft Certified Partner for Learning Solutions Value Proposition:
      Microsoft Certified Partner for Learning SolutionsNon-authorized Training Center
      Only MCT (Microsoft Certified Trainers) are authorized to teach the classNon MCT can teach the course
      Taught using Microsoft Authorized Courseware (MOC), includes free evaluation software and online trainingDo not have access to official courseware
      Partners adhere to stringent Microsoft designated lab requirementsComputer and lab equipment may not be up to requirements of course
      Successful candidates are awarded Certificate of Completion directly from Microsoft for most of the coursesNot authorized to issue Certificate of Completion
      Overall, a better quality training experienceSubstandard training experience

    • NetCom provides Authorized Training
      NetCom Learning is a Microsoft Gold Certified Partner for Learning Solutions (CPLS), Cisco Learning Partner, CompTIA Platinum Partner, EC-Council Accredited Training Center, Adobe Authorized Training Center, Autodesk Authorized Training Center and many others. We are proud to offer the highest quality, authorized training solutions from our many partners for our customers.

      See our comprehensive list of partner authorizations.

    • Award winning, world-class Instructors
      David H.
      David is a hands-on, dynamic and experienced financial systems consultant with successful work history of implementing large scale ERP systems, managing and directly responsible for data migration, financial report validation and customization, end-user training, process documentation and automation. David has been a trainer for more 21 years.
      Ginger M.
      - Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University.
      - Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager.
      - Project Manager to various MS Dynamics Great Plains implementations.

      Bio:

      Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touché and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets.

      Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.
      Ignacio J.
      - Designs and architects Microsoft IT solutions since the early 1990s.
      - Hands-on experience in multiple Microsoft Dynamics products including CRM, GP, SL, AX and NAV since 2004.
      - Taught over 250 courses at NetCom Learning.

      Bio:

      Ignacio is a Senior Solutions Architect, Civil Engineer and Certified Expert Trainer. He has been designing and architecting Microsoft IT solutions since the early 1990s, and has extensive experience developing scalable and high performance integration solutions. In 2004, Ignacio expanded into business management and accounting software as well, where he gained hands-on experience in many Microsoft Dynamics products including CRM, GP, SL, AX and NAV.

      Ignacio holds a library of industry-wide certifications from Microsoft and other leading IT vendors. He has taught over 250 courses at NetCom Learning and is revered by students for his wide-ranging IT expertise.
      Lynn D.
      - Over 25 years of experience working as Senior Financial Analyst and Senior Auditor.
      - Professor of Graduate Management and Business School at the University of Phoenix since 2007.
      - Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009.

      Bio:

      Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX.

      Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.
      Ramesh P.
      Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases.

      With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.
    • Actual Client Testimonials
      Jun 12 2013
      The training was thorough and the books included are great sources to come back to in the future.

      - Idet K.
      Course(s) Taken

      May 13 2013
      All the people at NetCom Learning were very nice and have a full understanding of their material. The pace that we were taken through the material was not rushed. I really liked that!

      - Cheryl T.
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      May 13 2013
      I liked the expertise level of the Instructor and his related experience.

      - Eric T.
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      May 13 2013
      It was very informative and interesting. I had a great experience. The instructor was knowledgeable and the people in the office were very helpful and accommodating.

      - Cassie E.
      Course(s) Taken

      May 13 2013
      Quality! course design, materials, instruction! Very customer-centered

      - Daniel C.
      Course(s) Taken

      May 13 2013
      The instructor was the first AX consultant that I have worked with in the past 3 years that actually understood and could teach the Master Planning module. Very impressed with Kevin''s knowledge.

      - Rob L.
      Course(s) Taken

      May 10 2013
      The class was very informative and helpful and it was very easy to register for the class. I liked that the teacher was able to use examples that were specific to our industry and answer very specific questions and problems that we had.

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      May 10 2013
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      - Marni M.
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    • Awards won by NetCom
      NetCom Learning is an award winning, customer focused company. We are simply Passionate About Learning!

      See our list of awards.

    • Specialized Boot Camp Training

      Discover Our Vegas Boot Camp experience

      This training is also available as a boot camp. NetCom is world famous for delivering specialized boot camp training to our clients.

      For answers to questions regarding our boot camp training delivery format, please refer to our Boot Camp FAQ section.


    Enrollment Options for the 8862: Essentials I in Microsoft Forecaster 7.0 course

    • Contact us to customize this class with your own dates, times and location. You can also call 1-888-563-8266 or chat live with a Learning Consultant.

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    Duration: 2 days (16 hours)
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