MB-310T00 Dynamics 365 for Finance and Operations, Financials

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

This course may earn a Credly Badge.

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Learning Objectives

Understand and perform financial duties in Dynamics 365 Finance


Course Details

Course Outline

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

    Who is it For?

    Target Audience

    A Dynamics 365 Finance Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

    Other Prerequisites

    Basic accounting skillsCore competencies in Dynamics 365 Core

    MB-310T00 Dynamics 365 for Finance and Operations, Financials

    Course Length : 4 Days

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