MB-310: Dynamics 365 for Finance and Operations, Financials

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MB-310: Dynamics 365 for Finance and Operations, Financials

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Organizations use Dynamics 365 for Finance and Operations to elevate their financial performance by increasing profitability, optimizing workforce productivity, reducing operational expenses, adapting quickly to requirement changes, and streamlining asset management.

This course discusses how to configure and use essential components of financial management in Dynamics 365 for Finance and Operations.

Basic understanding of ERP, CRM concepts.

4 Days/Lecture & Lab

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

  • Financial Management
  • Configure Currencies
  • Create fiscal calendars, years and periods
  • Configure Chart of Accounts
  • Configure Ledger and Journals
  • Configure Cash and Bank Management
  • Use Cash and Bank Management
  • Configure Letters of Credit and Guarantees
  • Perform Daily Procedures
  • Intercompany Accounting
  • Configure Ledger Allocations and Accruals
  • Configure Sales Tax
  • Configure Accounts Payable
  • Perform Accounts Payable Daily Procedures
  • Use Accounting Distribution and Invoice Validations
  • Configure Accounts Receivable
  • Perform Accounts Receivable Daily Procedures
  • Configure Credit and Collections
  • Process Credit and Collections
  • Configure Post-Dated Checks
  • Configure and Use Basic Budgeting and Budget Control Processes
  • Configure and Use Budget Planning Processes
  • Configure Fixed Assets Management
  • Manage Fixed Assets
  • Configure and Use Cost Accounting
  • Configure and Use Periodic Processes
  • Configure the Electronic Reporting Framework
  • Configure Localized Features
  • Configure Financial Management for Public Sector
  • Course Conclusion




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