MB-310: Microsoft Dynamics 365 Finance

€695.00
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Course Description: MB-310: Microsoft Dynamics 365 Finance

This course covers financial aspects of Dynamics 365 : setting up and using essential financial components, accounts payable, accounts receivable, collections, budgets, fixed assets, and additional functionality.


Audience profile

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, no-code extensibility, apps, and service integrations.


Items in this collection

  • Introduction to Dynamics 365 Finance
  • Setting up currencies in Dynamics 365 Finance
  • Create fiscal calendars, fiscal years, and periods in Dynamics 365 Finance
  • Set up the chart of accounts in Dynamics 365 Finance
  • Set up journals and ledgers in Dynamics 365 Finance
  • Perform daily general accounting procedures in Dynamics 365 Finance
  • Intercompany Accounting in Dynamics 365 Finance
  • Set up accruals and accounting allocations in Dynamics 365 Finance
  • Set up and run recurring processes in Dynamics 365 Finance
  • Working with analytics and reporting in finance and operations applications
  • Set up cash and bank management in Dynamics 365 Finance
  • Set up taxes in Dynamics 365 Finance
  • Setting up customers in Dynamics 365 Finance
  • Perform daily customer procedures in Dynamics 365 Finance
  • Set up credit and collections in Dynamics 365 Finance
  • Process credits and collections in Dynamics 365 Finance
  • Setting up vendors in Dynamics 365 Finance
  • Perform daily vendor procedures in Dynamics 365 Finance
  • Working with accounting distributions, invoice validations, and settlements in Dynamics 365 Finance
  • Introduction to expense management in Dynamics 365 Project Operations
  • Set up and configure expense management in Dynamics 365 Project Operations
  • Create and process expense reports in Dynamics 365 Project Operations
  • Working with travel requests in Dynamics 365 Project Operations
  • Set up and use basic budgets and budget control in Dynamics 365 Finance
  • Set up and use budget planning in Dynamics 365 Finance
  • Set up fixed asset management in Dynamics 365 Finance
  • Managing Fixed Assets in Dynamics 365 Finance


Course outline

Module 1: Set up and configure financial management; work with the general ledger

  • Get started with Dynamics 365 Finance
  • Configure currencies
  • Create fiscal calendars, years, and periods
  • Configure chart of accounts
  • Set up ledgers and journals
  • Perform general ledger daily procedures
  • Intercompany accounting
  • Configure ledger allocations and accruals
  • Configure and perform periodic processes
  • Work with analytics and reporting
  • Set up cash and bank management
  • Configure taxes
  • Cost accounting

Lab 1: Configure an advanced rule

Module 2: Implement accounts receivable, credit, collections, and revenue recognition

  • Configure receivable accounts
  • Perform accounts receivable daily procedures
  • Set up credit and collections
  • Process credit and collections

Lab 1: Set up recurring contract billing parameters

Module 3: Implement and Manage Accounts Payable and Expenses

  • Configure Accounts payable
  • Perform Accounts payable daily procedures
  • Work with accounting distributions, invoice validations and settlements
  • Set up and use Intelligent OCR for vendor invoices
  • Get started with Expense management
  • Set up and configure Expense management
  • Create and process expense reports
  • Work with travel requisitions

Lab 1: Configure a prepayment invoice process

Module 4: Manage budgeting

  • Configure and use basic budgeting and budget control
  • Configure and use budget planning

Lab 1: Configure budget control

Module 5: Manage fixed assets

  • Configure fixed assets management
  • Manage fixed assets
  • Set up Asset leasing
  • Work with Asset Leasing

Lab 1: Disposal of fixed assets


Prerequisites

Before attending this course, students must have:

  • Basic knowledge of accounting
  • Core Competencies in Dynamics 365 Core


Language

  • Course: Spanish / English
  • Labs: English


Associate Certification

Associate Certification

Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate

Manage data ingestion and preparation, model training and deployment, and monitoring of machine learning solutions with Python, Azure Machine Learning, and MLflow.

Level: Intermediate
Role: Functional Consultant
Product: Dynamics 365

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