Microsoft/MB-310T01-A: Configure and use essential components of financial management in Dynamics 365 for Finance and Operations

MB-310T01-A: Configure and use essential components of financial management in Dynamics 365 for 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 Consultant

Learning Objective

This course discusses how to configure and use essential components of financial management in Dynamics 365 for Finance and Operations.

MB-310T01-A: Configure and use essential components of financial management in Dynamics 365 for Finance and Operations (16 Hours) Download Course Contents

Live Virtual Classroom 950
Group Training
01 - 02 Nov GTR 09:00 AM - 05:00 PM CST
(8 Hours/Day)

06 - 07 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
On Request
Special Solutions for Corporate Clients! Click here
Hire Our Trainers! Click here

Course Modules

Module 1: Financial Management
  • Benefits of financial management
  • Financial management
  • Module summary
Module 2: Configure Currencies
  • Introduction
  • Setup legal entity currencies and conversions
  • Configure and import currency exchange rates
  • Practice lab
  • Module summary
Module 3: Create fiscal calendars, years and periods
  • Introduction
  • Create fiscal calendars, years and periods
  • Create date intervals
  • Practice lab
  • Module summary
Module 4: Configure Chart of Accounts
  • 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
Module 5: Configure Ledger and Journals
  • Journals and their setup
  • Configure ledger and journal setup
  • User journals
  • Practice lab
  • Module summary
Module 6: Configure Cash and Bank Management
  • 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
Module 7: Use Cash and Bank Management
  • Make deposits and perform payment reversals
  • Use cash and bank management workspaces
  • Practice Labs
  • Module summary
Module 8: Configure Letters of Credit and Guarantees
  • Introduction
  • Configure letters of credit
  • Configure letters of guarantee
  • Module summary
Module 9: Perform Daily Procedures
  • Learn about general ledger processes
  • Create voucher templates
  • Setup journal controls
  • Practice Lab
  • Module summary
Module 10: Intercompany Accounting
  • Setup and use intercompany accounting
  • Practice Lab
  • Module Summary
Module 11: Configure Ledger Allocations and Accruals
  • Introduction
  • Configure and apply accrual schemes
  • Configure ledger allocation rules
  • Practice labs
  • Module summary
Module 12: Configure Sales Tax
  • Understand tax engine components
  • Practice lab
  • Module summary
Module 13: Course Conclusion
  • Final assessment
  • Course summary
  • Post-course survey
Download Course Contents

Request More Information

Course Prerequisites

Basic understanding of ERP and CRM concepts.