MB-310: Manage Financial Operations with Dynamics 365 Finance

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

A Dynamics 365 for Finance and Operations 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.

• Basic accounting skills
• Core competencies in Dynamics 365 Core

After completing this course students will be able to:

• Understand and perform financial duties in Dynamics 365 Finance

Module 1: Financial Management

Module 2: Configure Currencies

Module 3: Create Fiscal Calendars, Years and Periods

Module 4: Configure Chart of Accounts

Module 5: Configure Ledger and Journals

Module 6: Configure Cash and Bank Management

Module 7: Use Cash and Bank Management

Module 8: Configure Letters of Credit and Guarantees

Module 9: Perform Daily Procedures

Module 10: Intercompany Accounting

Module 11: Configure Ledger Allocations and Accruals

Module 12: Configure Sales Tax

Module 13: Configure Accounts Payable

Module 14: Perform Accounts Payable Daily Procedures

Module 15: Use Accounting Distribution and Invoice Validations

Module 16: Configure Accounts Receivable

Module 17: Perform Accounts Receivable Daily Procedures

Module 18: Configure Credit and Collections

Module 19: Process Credit and Collections

Module 20: Configure PostDated Checks

Module 21: Configure and Use Basic Budgeting and Budget Control Processes

Module 22: Configure and Use Budget Planning Processes

Module 23: Configure Fixed Assets Management

Module 24: Manage Fixed Assets

Module 25: Configure and Use Cost Accounting

Module 26: Configure and Use Periodic Processes

Module 27: Configure the Electronic Reporting Framework

Module 28: Configure Localized Features

Module 29: Configure Financial Management for Public Sector

Module 30: Course Conclusion