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TrainingBusiness applications / Business ApplicationsMB-310

MB-310Microsoft · authorised trainingLeads to an exam

Manage Financial Operations with Dynamics 365 Finance

This course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality

Duration
4 days
Level
Intermediate
Provider
Microsoft
Topic
Business applications / Business Applications

Course outline

  • Benefits of financial management
  • Financial management
  • Module summary
  • Introduction
  • Setup legal entity currencies and conversions
  • Configure and import currency exchange rates
  • Practice lab
  • Module summary
  • Introduction
  • Create fiscal calendars, years and periods
  • Create date intervals
  • Practice lab
  • Module summary
  • Introduction
  • Define and configure the chart of accounts
  • Define and configure the financial dimensions
  • Define and configure account structures and rules
  • Practice labs
  • Module summary
  • Journals and their setup
  • Configure ledger and journal setup
  • User journals
  • Practice lab
  • Module summary
  • Introduction
  • Bank transaction types and groups
  • Setup cash and bank management parameters
  • Configure banks and bank checks
  • Deposit and refund checks
  • Cash flow
  • Practice Labs
  • Module summary
  • Make deposits and perform payment reversals
  • Use cash and bank management workspaces
  • Practice Labs
  • Module summary
  • Introduction
  • Configure letters of credit
  • Configure letters of guarantee
  • Module summary
  • Learn about general ledger processes
  • Create voucher templates
  • Setup journal controls
  • Practice Lab
  • Module summary
  • Setup and use intercompany accounting
  • Practice Lab
  • Module Summary
  • Introduction
  • Configure and apply accrual schemes
  • Configure ledger allocation rules
  • Practice labs
  • Module summary
  • Understand tax engine components
  • Practice lab
  • Module summary
  • Understand Task recorder functionality
  • Configure accounts payable parameters
  • Create and maintain vendors
  • Configure accounts payable charges
  • Configure and use positive pay
  • Practice Lab
  • Module Summary
  • Introduction
  • Process orders, invoices, and payments
  • Manage and apply prepayments
  • Practice Labs
  • Module summary
  • Introduction
  • Settle transaction and undo settlements
  • Distribute funds
  • Configure invoice validation policies
  • Practice labs
  • Module summary
  • Configure accounts receivable
  • Create and maintain customers
  • Setup customer posting profiles
  • Configure accounts receivable charges
  • Practice Lab
  • Module summary
  • Create free text invoices and record customer payments
  • Settle transactions and undo settlement
  • Practice Lab
  • Module summary
  • Introduction
  • Configure credit and collections components
  • Setup and manage interest
  • Waive, reinstate or reverse
  • Setup and manage collection letters
  • Practice Lab
  • Module Summary
  • Introduction
  • Understand how to process collections
  • Manage customer credit and collections
  • Practice Labs
  • Module Summary
  • Introduction
  • Manage post dated checks
  • Practice Labs
  • Module Summary
  • Introduction
  • Configure basic budgeting components
  • Configure budget control components
  • Create and test budget registry entries
  • Use inquiries and reports
  • Practice Labs
  • Module summary
  • Introduction
  • Configure budget plannign components
  • Practice Lab
  • Module summary
  • Introduction
  • Configure fixed asset components
  • Enable fixed asset integration
  • Create fixed assets
  • Practice labs
  • Module summary
  • Introduction
  • Perform fixed assets tasks
  • Practice labs
  • Module summary
  • Introduction
  • Cost control workspace
  • Practice lab
  • Module summary
  • Introduction
  • Bank reconciliations
  • Configure financial period close
  • Prepare periodic filings
  • Run foreign currency revaluation processes
  • Perform financial consolidations
  • Process end of year close
  • Practice Labs
  • Module summary
  • Introduction
  • Configure electronic reporting
  • Formula designer in electronic reporting
  • Practice Lab
  • Module summary
  • Introduction
  • Localization and regulatory features
  • Classification of Mexican localization features
  • Understand the global tax engine
  • Understand the features of fiscal establishments and documents for Brazilian localization
  • Bill of Exchange
  • Electronic Invoices
  • Practice Labs
  • Module summary
  • Introduction
  • Setup funds for the public sector
  • Setup derived financial hierarchies
  • Configure billing codes for free text invoices
  • Practice Labs
  • Module summary
  • Final assessment
  • Course summary
  • Post-course survey

Skills you will gain

  • Understand and perform financial duties in Dynamics 365 Finance

Who should attend

  • A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Prerequisites

  • Basic accounting skills
  • Core competencies in Dynamics 365 Core

Certification

Exam

MB-310 - Microsoft Dynamics 365 Finance

This course prepares you for this exam.

Exam details

4000 PLN

Ask about dates