We provide virtual course about MB-310: Microsoft Dynamics 365 Finance. During this 4-day course you will gain the skills to understand and perform financial duties in Dynamics 365 Finance.
Content:
This 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 outline:
Module 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
Module 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
Module 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
Module 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
Target audience:
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.
Job role: Functional Consultant
Prerequisites:
• Basic accounting skills
• Core competencies in Dynamics 365 Core
Language:
• English course documentation, english speaking instructor
Certification:
This course is recommended preparation for exam MB-310: Microsoft Dynamics 365 Finance