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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Understand and perform financial duties in Dynamics 365 Finance
1 - Module 1: Overview of Dynamics 365 FinanceOverview of Dynamics 365 Finance Features and capabilitiesCore components of Dynamics 365 FinanceOverview of financial management modules in Dynamics 365 FinanceBenefits of Dynamics 365 Finance
2 - Module 2: Set up and configure financial managementCreate 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 taxes
3 - Module 3: Implement and manage shared configuration for A/P and A/RConfigure Terms of paymentConfigure payment days, and payment schedulesConfigure Cash discountsConfigure Payment calendarConfigure Payment fees
4 - Module 4: Implement and manage accounts payableCreate 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 pay
5 - Module 5: Implement and manage expense managementConfigure and use expense management
6 - Module 6: Implement and manage accounts receivable and credit and collectionsConfigure 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 recognition
7 - Module 7: Configure and manage budgetingConfigure and use basic budgetingConfigure and use budget controlsCreate and configure registry entriesConfigure and use budget planning
8 - Module 8: Configure and manage fixed assetsConfigure 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.
|Oct 31, 2023 9:00AM|