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.

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.

Upcoming Classes

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Oct 31, 2023 9:00AM	Register