Microsoft Dynamics 365 Finance/MB-310

Microsoft Dynamics 365 Finance Certification Training Course Overview

In this course of Finance and Operations, we will be learning the ways of how to configure and usages of basic components of financial management, accounts payable, receivable, collections, budgeting, fixed assets and additional functionality

Audience

Financial consultants who will be able to analyze the requirements of the business and to convert those requirement fully into business process and solutions.

This course prepares you for Exam MB-310. Test your current knowledge Qubits42

Microsoft Dynamics 365 Finance (32 Hours) Download Course Contents

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Group Training 1700
02 - 05 Aug 09:00 AM - 05:00 PM CST
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06 - 09 Sep 09:00 AM - 05:00 PM CST
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1-on-1 Training (GTR) 1950
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Course Modules

Module 1: Overview of Dynamics 365 Finance
  • Introduction
  • Lesson 1: Overview of Dynamics 365 Finance Features and capabilities
  • Lesson 2: Core components of Dynamics 365 Finance
  • Lesson 3: Overview of financial management modules in Dynamics 365 Finance
  • Lesson 4: Benefits of Dynamics 365 Finance
  • Module summary
  • Knowledge Check
Module 2: Set up and configure financial management
  • Introduction
  • Lesson 1: Create and configure new legal entity
  • Lesson 2: Define and configure the chart of accounts
  • Lesson 3: Configure ledgers and currencies
  • Lesson 4: Implement and manage journals
  • Lesson 5: Implement and manage cash and bank
  • Lesson 6: Implement cost accounting and cost management
  • Lesson 7: Perform periodic processes
  • Lesson 8: Configure, collect, and report taxes
  • Module summary
  • Knowledge Check
Module 3: Implement and manage shared configuration for A/P and A/R
  • Introduction
  • Lesson 1: Configure Terms of payment
  • Lesson 2: Configure payment days, and payment schedules
  • Lesson 3: Configure Cash discounts
  • Lesson 4: Configure Payment calendar
  • Lesson 5: Configure Payment fees
  • Module summary
  • Knowledge Check
Module 4: Implement and manage accounts payable
  • Introduction
  • Lesson 1: Create and maintain Accounts payable method of payments
  • Lesson 2: Create and maintain Vendor groups and vendors
  • Lesson 3: Create and configure vendor posting profile
  • Lesson 4: Configure invoice validation policies
  • Lesson 5: Process orders, invoices, and payments
  • Lesson 6: Enable and test vendor collaboration portal for a vendor
  • Lesson 7: Configure accounts payable charges
  • Lesson 8: Configure and use Positive pay
  • Module summary
  • Knowledge check
Module 5: Implement and manage expense management
  • Introduction
  • Lesson 1: Configure and use expense management
  • Module summary
  • Knowledge check
Module 6: Implement and manage accounts receivable and credit and collections
  • Introduction
  • Lesson 1: Configure Method of Payment
  • Lesson 2: Create and maintain Customer groups and customers
  • Lesson 3: Create and configure customer posting profile
  • Lesson 4: Process orders, invoices, and payments
  • Lesson 5: Configure Accounts receivable charges
  • Lesson 6: Manage credit and collections
  • Lesson 7: Configure revenue recognition
  • Module summary
  • Knowledge Check
Module 7: Configure and manage budgeting
  • Introduction
  • Lesson 1: Configure and use basic budgeting
  • Lesson 2: Configure and use budget controls
  • Lesson 3: Create and configure registry entries
  • Lesson 4: Configure and use budget planning
  • Module summary
  • Knowledge Check
Module 8: Configure and manage fixed assets
  • Introduction
  • Lesson 1: Configure Fixed assets components
  • Lesson 2: Manage Fixed assets
  • Lesson 3: Fixed asset acquisition, depreciation and disposal
  • Lesson 4: Fixed asset integration
  • Module summary
  • Knowledge Check
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Course Prerequisites
  • Basic accounting skills
  • Core competencies in Dynamics 365 Core

 

 

Upon Completion of Course, you will accomplish following:-

  • Configure and usage of the required components of financial management
  • Knowledge on accounts payables, receivables and collections
  • Process of budgeting
  • Asset management
  • Other financial functions

FAQ's

Yes, fee excludes local taxes.