Microsoft/MB-310T02-A: Configure and use accounts payable, receivable, and collections in Finance and Operations

MB-310T02-A: Configure and use accounts payable, receivable, and collections in Finance and Operations Certification Training Course Overview

Organizations use Dynamics 365 for Finance and Operations to elevate their financial performance by increasing profitability, optimizing workforce productivity, reducing operational expenses, adapting quickly to requirement changes, and streamlining asset management.

Target Audience

Functional Consultants

Learning Objective

  • How to configure and use accounts payable
  • How to configure and use accounts receivable
  • Collections in Dynamics 365 for Finance and Operations.

MB-310T02-A: Configure and use accounts payable, receivable, and collections in Finance and Operations (8 Hours) Download Course Contents

Live Virtual Classroom 650
Group Training
01 Nov GTR 09:00 AM - 05:00 PM CST
(8 Hours/Day)

06 Dec GTR 09:00 AM - 05:00 PM CST
(8 Hours/Day)

1-on-1 Training (GTR)
4 Hours
8 Hours
Week Days
Weekend

Start Time : At any time

12 AM
12 PM

GTR=Guaranteed to Run
Classroom Training (Available: London, Dubai, India, Sydney, Vancouver)
Duration : On Request
Fee : On Request
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Course Modules

Module 1: Configure Accounts Payable
  • 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
Module 2: Perform Accounts Payable Daily Procedures
  • Introduction
  • Process orders, invoices, and payments
  • Manage and apply prepayments
  • Practice Labs
  • Module summary
Module 3: Use Accounting Distribution and Invoice Validations
  • Introduction
  • Settle transaction and undo settlements
  • Distribute funds
  • Configure invoice validation policies
  • Practice labs
  • Module summary
Module 4: Configure Accounts Receivable
  • Configure accounts receivable
  • Create and maintain customers
  • Setup customer posting profiles
  • Configure accounts receivable charges
  • Practice Lab
  • Module summary
Module 5: Perform Accounts Receivable Daily Procedures
  • Create free text invoices and record customer payments
  • Settle transactions and undo settlement
  • Practice Lab
  • Module summary
Module 6: Configure Credit and Collections
  • Introduction
  • Configure credit and collections components
  • Setup and manage interest
  • Waive, reinstate or reverse
  • Setup and manage collection letters
  • Practice Lab
  • Module Summary
Module 7: Process Credit and Collections
  • Introduction
  • Understand how to process collections
  • Manage customer credit and collections
  • Practice Labs
  • Module Summary
Module 8: Course Conclusion
  • Final assessment
  • Course summary
  • Post-course survey
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Course Prerequisites

Basic understanding of ERP and CRM concepts.