MB-310T00 Dynamics 365 for Finance and Operations, Financials
4 Days | Price: $2,780
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 capabilitiesCore components of Dynamics 365 FinanceOverview of financial management modules in Dynamics 365 FinanceBenefits of Dynamics 365 Finance2 - Module 2: Set up and configure financial management
Create and configure new legal entityDefine and configure the chart of accountsConfigure ledgers and currenciesImplement and manage journalsImplement and manage cash and bankImplement cost accounting and cost managementPerform periodic processesConfigure, collect, and report taxes3 - Module 3: Implement and manage shared configuration for A/P and A/R
Configure Terms of paymentConfigure payment days, and payment schedulesConfigure Cash discountsConfigure Payment calendarConfigure Payment fees4 - Module 4: Implement and manage accounts payable
Create and maintain Accounts payable method of paymentsCreate and maintain Vendor groups and vendorsCreate and configure vendor posting profileConfigure invoice validation policiesProcess orders, invoices, and paymentsEnable and test vendor collaboration portal for a vendorConfigure accounts payable chargesConfigure and use Positive pay5 - Module 5: Implement and manage expense management
Configure and use expense management6 - Module 6: Implement and manage accounts receivable and credit and collections
Configure Method of PaymentCreate and maintain Customer groups and customersCreate and configure customer posting profileProcess orders, invoices, and paymentsConfigure Accounts receivable chargesManage credit and collectionsConfigure revenue recognition7 - Module 7: Configure and manage budgeting
Configure and use basic budgetingConfigure and use budget controlsCreate and configure registry entriesConfigure and use budget planning8 - Module 8: Configure and manage fixed assets
Configure Fixed assets componentsManage Fixed assetsFixed asset acquisition, depreciation and disposalFixed asset integration Actual course outline may vary depending on offering center. Contact your sales representative for more information.
Upcoming Classes
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Oct 31, 2023 9:00AM | Register |