Programming & Development

MB-310T00 Microsoft 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

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

Course Outline:

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
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
Configure Terms of payment
Configure payment days, and payment schedules
Configure Cash discounts
Configure Payment calendar
Configure Payment fees
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
Configure and use expense management
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
Configure and use basic budgeting
Configure and use budget controls
Create and configure registry entries
Configure and use budget planning
Configure Fixed assets components
Manage Fixed assets
Fixed asset acquisition, depreciation and disposal
Fixed asset integration

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