MB-310T00 Microsoft Dynamics 365 Finance

Price
$2,380.00
SATV Eligible
Duration
 4 Days
Delivery Methods
 VILT    Private Group

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

 

Upcoming Class Dates and Times

May 24  - May 27, 2021
8:00AM - 4:00PM Central
4 Days
Virtual Instructor Led
Sep 27  - Sep 30, 2021
8:00AM - 4:00PM Central
4 Days
Virtual Instructor Led

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.

Course Objectives

  • Understand and perform financial duties in Dynamics 365 Finance

Agenda

1 - Financial Management
  • Benefits of financial management
  • Financial management
  • Module summary
2 - Configure Currencies
  • Introduction
  • Setup legal entity currencies and conversions
  • Configure and import currency exchange rates
  • Practice lab
  • Module summary
3 - Create Fiscal Calendars, Years and Periods
  • Introduction
  • Create fiscal calendars, years and periods
  • Create date intervals
  • Practice lab
  • Module summary
4 - Configure Chart of Accounts
  • Introduction
  • Define and configure the chart of accounts
  • Define and configure the financial dimensions
  • Define and configure account structures and rules
  • Practice labs
  • Module summary
5 - Configure Ledger and Journals
  • Journals and their setup
  • Configure ledger and journal setup
  • User journals
  • Practice lab
  • Module summary
6 - Configure Cash and Bank Management
  • Registration number and account number
  • Address
  • Other contact information
  • Currency
  • Check setup
  • Main account for posting
7 - Use Cash and Bank Management
  • Make deposits and perform payment reversals
  • Use cash and bank management workspaces
  • Practice Labs
  • Module summary
8 - Configure Letters of Credit and Guarantees
  • Introduction
  • Configure letters of credit
  • Configure letters of guarantee
  • Module summary
9 - Perform Daily Procedures
  • Learn about general ledger processes
  • Create voucher templates
  • Setup journal controls
  • Practice Lab
  • Module summary
10 - Intercompany Accounting
  • Setup and use intercompany accounting
  • Practice Lab
  • Module Summary
11 - Configure Ledger Allocations and Accruals
  • Introduction
  • Configure and apply accrual schemes
  • Configure ledger allocation rules
  • Practice labs
  • Module summary
12 - Configure Sales Tax
  • Understand tax engine components
  • Practice lab
  • Module summary
13 - Configure Accounts Payable
  • Understand Task recorder functionality
  • Configure accounts payable parameters
  • Create and maintain vendors
  • Configure accounts payable charges
  • Configure and use positive pay
  • Practice Lab
  • Module Summary
14 - Perform Accounts Payable Daily Procedures
  • Introduction
  • Process orders, invoices, and payments
  • Manage and apply prepayments
  • Practice Labs
  • Module summary
15 - Use Accounting Distribution and Invoice Validations
  • Introduction
  • Settle transaction and undo settlements
  • Distribute funds
  • Configure invoice validation policies
  • Practice labs
  • Module summary
16 - Configure Accounts Receivable
  • Configure accounts receivable
  • Create and maintain customers
  • Setup customer posting profiles
  • Configure accounts receivable charges
  • Practice Lab
  • Module summary
17 - Perform Accounts Receivable Daily Procedures
  • Create free text invoices and record customer payments
  • Settle transactions and undo settlement
  • Practice Lab
  • Module summary
18 - Configure Credit and Collections
  • Introduction
  • Configure credit and collections components
  • Setup and manage interest
  • Waive, reinstate or reverse
  • Setup and manage collection letters
  • Practice Lab
  • Module Summary
19 - Process Credit and Collections
  • Introduction
  • Understand how to process collections
  • Manage customer credit and collections
  • Practice Labs
  • Module Summary
20 - Configure PostDated Checks
  • Introduction
  • Manage post dated checks
  • Practice Labs
  • Module Summary
21 - Configure and Use Basic Budgeting and Budget Control Processes
  • Introduction
  • Configure basic budgeting components
  • Configure budget control components
  • Create and test budget registry entries
  • Use inquiries and reports
  • Practice Labs
  • Module summary
22 - Configure and Use Budget Planning Processes
  • Introduction
  • Configure budget plannign components
  • Practice Lab
  • Module summary
23 - Configure Fixed Assets Management
  • Introduction
  • Configure fixed asset components
  • Enable fixed asset integration
  • Create fixed assets
  • Practice labs
  • Module summary
24 - Manage Fixed Assets
  • Introduction
  • Perform fixed assets tasks
  • Practice labs
  • Module summary
25 - Configure and Use Cost Accounting
  • Introduction
  • Cost control workspace
  • Practice lab
  • Module summary
26 - Configure and Use Periodic Processes
  • Introduction
  • Bank reconciliations
  • Configure financial period close
  • Prepare periodic filings
  • Run foreign currency revaluation processes
  • Perform financial consolidations
  • Process end of year close
  • Practice Labs
  • Module summary
27 - Configure the Electronic Reporting Framework
  • Introduction
  • Configure electronic reporting
  • Formula designer in electronic reporting
  • Practice Lab
  • Module summary
28 - Configure Localized Features
  • Introduction
  • Localization and regulatory features
  • Classification of Mexican localization features
  • Understand the global tax engine
  • Understand the features of fiscal establishments and documents for Brazilian localization
  • Bill of Exchange
  • Electronic Invoices
  • Practice Labs
  • Module summary
29 - Configure Financial Management for Public Sector
  • Introduction
  • Setup funds for the public sector
  • Setup derived financial hierarchies
  • Configure billing codes for free text invoices
  • Practice Labs
  • Module summary
30 - Course Conclusion
  • Final assessment
  • Course summary
  • Post-course survey
 

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