MB-310T00 Microsoft Dynamics 365 Finance


4 Days


Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

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

Course Objectives

  • Understand and perform financial duties in Dynamics 365 Finance
  • Who Should Attend?

    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.

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    Course Prerequisites

    There are no prerequisites for this course.


    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 - 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 - 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 - 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 - Implement and manage expense management

    • Configure and use expense management

    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 - 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 - Configure and manage fixed assets

    • Configure Fixed assets components
    • Manage Fixed assets
    • Fixed asset acquisition, depreciation and disposal
    • Fixed asset integration

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