Training goals

code: MB-310T00 | version: A

This course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality.

Audience Profile:
As a Dynamics 365 for Finance and Operations Functional Consultant, you analyze business requirements and translate them into fully realized business processes and solutions. You have a fundamental understanding of accounting principles and a deeper understanding of financial operations as they relate to core finance, manufacturing, retail, and supply chain management operations.

Skills earned upon completion:

Implement accounts receivable and collections in Dynamics 365

Conspect Show list

Configure financial management
- Module 1: Configure and work with the general ledger in Dynamics 365 Finance
- Module 2: Configure and work with currencies and exchange rates
- Module 3: Configure and work with journals
- Module 4: Configure and work with financial dimensions
- Module 5: Configure and work with chart of accounts
- Module 6: Configure and work with ledgers
- Module 7: Configure and work with fiscal calendars and periods
- Module 8: Configure and work with number sequences
- Module 9: Configure and work with sales tax
- Module 10: Configure and work with withholding tax
- Module 11: Configure and work with financial reporting
- Module 12: Configure and work with cash and bank management
- Module 13: Configure and work with intercompany accounting
- Module 14: Configure and work with consolidations
- Module 15: Configure and work with revenue recognition
- Module 16: Configure and work with expense management
Manage accounts receivable
- Module 1: Configure and work with accounts receivable
- Module 2: Configure and work with credit and collections
- Module 3: Configure and work with billing and invoices
- Module 4: Configure and work with payment processing
- Module 5: Configure and work with revenue recognition
Manage accounts payable
- Module 1: Configure and work with accounts payable
- Module 2: Configure and work with purchase orders
- Module 3: Configure and work with vendor invoices
- Module 4: Configure and work with payments
- Module 5: Configure and work with expense management
- Module 6: Configure and work with procurement and sourcing
Perform budgeting and forecasting
- Module 1: Configure and work with budget planning
- Module 2: Configure and work with budget control
- Module 3: Configure and work with forecasting
Administer fixed assets and inventory
- Module 1: Configure and work with fixed assets
- Module 2: Configure and work with asset leasing
- Module 3: Configure and work with inventory management
- Module 4: Configure and work with inventory costing

Download conspect training as PDF

Additional information

Prerequisites	Fundamental understanding of accounting principles. Familiarity with financial operations as they relate to core finance, manufacturing, retail, and supply chain management.
Difficulty level
Duration	4 days
Certificate	The participants will obtain certificates signed by Microsoft (course completion). This course will help prepare you for the Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate certification exam (Exam MB-310), which is available through the Pearson VUE test centers.
Trainer	Microsoft Certified Trainer (MCT)

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