MB-310: Microsoft Dynamics 365 Finance

Curso MB-310: Microsoft Dynamics 365 Finance

Este curso cubre aspectos financieros de Dynamics 365: configurar y usar componentes financieros esenciales, cuentas por pagar, cuentas por cobrar, cobros, presupuestos, activos fijos y funcionalidad adicional.

¡El curso incluye el examen de certificación de una oportunidad de regalo en modalidad virtual y bonificado! *Promoción vigente hasta el 31 de agosto, sólo para clientes de España. No aplica en modalidad self learning

Curso dirigido a

Un consultor funcional de Dynamics 365 for Finance and Operations es responsable de realizar descubrimientos, capturar requisitos, involucrar a expertos en la materia y partes interesadas, traducir los requisitos y configurar la solución y las aplicaciones. El Consultor Funcional implementa una solución usando capacidades listas para usar, extensibilidad sin código, aplicaciones e integraciones de servicios.

Elementos de la formación MB-310 

• Set up and configure financial management and work with General Ledger (15 Modules)

• Implement accounts receivable, credit, collections, and revenue recognition (4 Modules)

• Implement and manage accounts payable and expenses (6 Modules)

• Manage budgeting (3 Modules)

• Manage fixed assets (4 Modules)

Contenidos del curso MB-310

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

Module objectives:

• Get started with Dynamics 365 Finance
  
• Configure currencies
  
• Create fiscal calendars, years, and periods
  
• Configure chart of accounts
  
• Configure ledgers and journals
  
• Perform general ledger daily procedures
  
• Intercompany accounting
  
• Configure ledger allocations and accruals
  
• Configure and perform periodic processes

Lessons:

• Get started with Dynamics 365 Finance
  
• Configure currencies
  
• Create fiscal calendars, years, and periods
  
• Get started with chart of accounts
  
• Set up chart of accounts
  
• Set up financial dimensions
  
• 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
• Configure cash and bank management
• Set up taxes
• Work with taxes
• Lab 1: Bank foreign currency revaluation

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

Module objectives:

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

Lessons:

• Configure accounts receivable
  
• Perform accounts receivable daily procedures 
  
• Configure credit and collections 
  
• Process credit and collections 
  
• Lab: Calculate risk scores

Module 3: Implement and Manage Accounts Payable and Expenses

Module objectives:

• 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

Lessons:

• 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
• Lab: Breakdown of voucher

Module 4: Manage budgeting

Module objectives:

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

Lessons:

• Configure and use basic budgeting and budget control
  
• Configure and use budget planning
  
• Lab: Budget planning

Module 5: Manage fixed assets

Module objectives:

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

Lessons:

• Configure fixed assets management
  
• Manage fixed assets
  
• Set up Asset leasing
  
• Work with Asset leasing
• Lab 5: Sell and purchase a fixed asset

Requisitos previos

Antes de asistir a este curso, los estudiantes deben tener:

• Conocimientos básicos de contabilidad
• Competencias principales en Dynamics 365 Core

Idioma

• Curso: Español / Inglés
• Labs: Inglés 

Certificación de Microsoft Asociada: Dynamics 365 Finance Functional Consultant Associate

Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate

Administre la ingesta y preparación de datos, el entrenamiento y la implementación de modelos, y la supervisión de soluciones de aprendizaje automático con Python, Azure Machine Learning y MLflow.

Nivel: Intermedio
Rol: Functional Consultant
Producto: Dynamics 365
Asunto: Business applications