Organizations utilize Dynamics 365 for Finance and Operations to improve financial productivity by boosting profitability, maximizing employee efficiency, lowering operational expenditures, swiftly adjusting to need changes, and simplifying asset management. During this training session, you will learn how to create and operate core revenue management elements such as accounts payable, receivable, and collections in Dynamics 365 for Finance and Operation. You will learn how to setup and use budgets, fixed assets, and extra Dynamics capability. You will learn about the financial management features of Dynamics 365 for Finance and Operations in this program. You will know the Advantages of Financial Management, Management of finances and Module synopsis. You will be acquainted with modules in Finance and Operations pertaining to economic management, as well as their general features and functioning, after completing this course.
MICROSOFT DYNAMICS 365 FINANCE AND OPERATIONS TRAINING MB310
Instructor
admin
- Description
- Curriculum
- FAQ
- Reviews
Prerequisites
- You should have basic knowledge of ERP and CRM principles.
What will you gain after this course
- You will discover how to set up cash and financial institutions after learning this course.
- You will be able to understand the fundamental budgeting and budgetary control procedures.
- You will know about electronic reports and financial management setup.
Jobs you can get
with Your Microsoft Dynamics 365 Finance and Operations MB310 Qualification
- Networking Manager
- Finance Manager
- Project Manager
- System Operator
- Consultant
Select your preferred training delivery mode
Module 1: Financial Management
<ul>
<li> Benefits of financial management</li>
<li> Financial management</li>
<li> Module summary</li></ul>
<li> Benefits of financial management</li>
<li> Financial management</li>
<li> Module summary</li></ul>
Module 2: Configure Currencies
<ul>
<li> Introduction</li>
<li> Setup legal entity currencies and conversions</li>
<li> Configure and import currency exchange rates</li>
<li> Practice lab</li>
<li> Module summary</li></ul>
<li> Introduction</li>
<li> Setup legal entity currencies and conversions</li>
<li> Configure and import currency exchange rates</li>
<li> Practice lab</li>
<li> Module summary</li></ul>
Module 3: Create fiscal calendars, years and period
<ul>
<li> Introduction</li>
<li> Create fiscal calendars, years and periods</li>
<li> Create date intervals</li>
<li> Practice lab</li>
<li> Module summary</li></ul>
<li> Introduction</li>
<li> Create fiscal calendars, years and periods</li>
<li> Create date intervals</li>
<li> Practice lab</li>
<li> Module summary</li></ul>
Module 4: Configure Chart of Accounts
<ul>
<li> Introduction</li>
<li> Define and configure the chart of accounts</li>
<li> Define and configure the financial dimensions</li>
<li> Define and configure account structures and rules</li>
<li> Practice labs</li>
<li> Module summary</li></ul>
<li> Introduction</li>
<li> Define and configure the chart of accounts</li>
<li> Define and configure the financial dimensions</li>
<li> Define and configure account structures and rules</li>
<li> Practice labs</li>
<li> Module summary</li></ul>
Module 5: Configure Ledger and Journals
<ul>
<li> Journals and their setup</li>
<li> Configure ledger and journal setup</li>
<li> User journals</li>
<li> Practice lab</li>
<li> Module summary</li></ul>
<li> Journals and their setup</li>
<li> Configure ledger and journal setup</li>
<li> User journals</li>
<li> Practice lab</li>
<li> Module summary</li></ul>
Module 6: Configure Cash and Bank Management
<ul>
<li> Introduction</li>
<li> Bank transaction types and groups</li>
<li> Setup cash and bank management parameters</li>
<li> Configure banks and bank checks</li>
<li> Deposit and refund checks</li>
<li> Cash flow</li>
<li> Practice Labs</li>
<li> Module summary</li></ul>
<li> Introduction</li>
<li> Bank transaction types and groups</li>
<li> Setup cash and bank management parameters</li>
<li> Configure banks and bank checks</li>
<li> Deposit and refund checks</li>
<li> Cash flow</li>
<li> Practice Labs</li>
<li> Module summary</li></ul>
Module 7: Use Cash and Bank Management
<ul>
<li> Make deposits and perform payment reversals</li>
<li> Use cash and bank management workspaces</li>
<li> Practice Labs</li>
<li> Module summary</li></ul>
Module 8: Configure Letters of Credit and Guarantees
<ul>
<li> Introduction</li>
<li> Configure letters of credit</li>
<li> Configure letters of guarantee</li>
<li> Module summary</li></ul>
<li> Introduction</li>
<li> Configure letters of credit</li>
<li> Configure letters of guarantee</li>
<li> Module summary</li></ul>
Module 9: Perform Daily Procedures
<ul>
<li> Learn about general ledger processes</li>
<li> Create voucher templates</li>
<li> Setup journal controls</li>
<li> Practice Lab</li>
<li> Module summary</li></ul>
<li> Learn about general ledger processes</li>
<li> Create voucher templates</li>
<li> Setup journal controls</li>
<li> Practice Lab</li>
<li> Module summary</li></ul>
Module 10: Intercompany Accounting
<ul>
<li> Setup and use intercompany accounting</li>
<li> Practice Lab</li>
<li> Module Summary</li></ul>
<li> Setup and use intercompany accounting</li>
<li> Practice Lab</li>
<li> Module Summary</li></ul>
Module 11: Configure Ledger Allocations and Accruals
<ul>
<li> Introduction</li>
<li> Configure and apply accrual schemes</li>
<li> Configure ledger allocation rules</li>
<li> Practice labs</li>
<li> Module summary</li></ul>
<li> Introduction</li>
<li> Configure and apply accrual schemes</li>
<li> Configure ledger allocation rules</li>
<li> Practice labs</li>
<li> Module summary</li></ul>
Module 12: Configure Sales Tax
<ul>
<li> Understand tax engine components</li>
<li> Practice lab</li>
<li> Module summary</li></ul>
<li> Understand tax engine components</li>
<li> Practice lab</li>
<li> Module summary</li></ul>
Module 13: Configure Accounts Payable
<ul>
<li> Understand Task recorder functionality</li>
<li> Configure accounts payable parameters</li>
<li> Create and maintain vendors</li>
<li> Configure accounts payable charges</li>
<li> Configure and use positive pay</li>
<li> Practice Lab</li>
<li> Module Summary</li></ul>
<li> Understand Task recorder functionality</li>
<li> Configure accounts payable parameters</li>
<li> Create and maintain vendors</li>
<li> Configure accounts payable charges</li>
<li> Configure and use positive pay</li>
<li> Practice Lab</li>
<li> Module Summary</li></ul>
Module 14: Perform Accounts Payable Daily Procedures
<ul>
<li> Introduction</li>
<li> Process orders, invoices, and payments</li>
<li> Manage and apply prepayments</li>
<li> Practice Labs</li>
<li> Module summary</li></ul>
<li> Introduction</li>
<li> Process orders, invoices, and payments</li>
<li> Manage and apply prepayments</li>
<li> Practice Labs</li>
<li> Module summary</li></ul>
Module 15: Use Accounting Distribution and Invoice Validations
<ul>
<li> Introduction</li>
<li> Settle transaction and undo settlements</li>
<li> Distribute funds</li>
<li> Configure invoice validation policies</li>
<li> Practice labs</li>
<li> Module summary</li></ul>
<li> Introduction</li>
<li> Settle transaction and undo settlements</li>
<li> Distribute funds</li>
<li> Configure invoice validation policies</li>
<li> Practice labs</li>
<li> Module summary</li></ul>
Module 16: Configure Accounts Receivable
<ul>
<li> Configure accounts receivable</li>
<li> Create and maintain customers</li>
<li> Setup customer posting profiles</li>
<li> Configure accounts receivable charges</li>
<li> Practice Lab</li>
<li> Module summary</li></ul>
<li> Configure accounts receivable</li>
<li> Create and maintain customers</li>
<li> Setup customer posting profiles</li>
<li> Configure accounts receivable charges</li>
<li> Practice Lab</li>
<li> Module summary</li></ul>
Module 17: Perform Accounts Receivable Daily Procedures
<ul>
<li> Create free text invoices and record customer payments</li>
<li> Settle transactions and undo settlement</li>
<li> Practice Lab</li>
<li> Module summary</li></ul>
<li> Create free text invoices and record customer payments</li>
<li> Settle transactions and undo settlement</li>
<li> Practice Lab</li>
<li> Module summary</li></ul>
Module 18: Configure Credit and Collections
<ul>
<li> Introduction</li>
<li> Configure credit and collections components</li>
<li> Setup and manage interest</li>
<li> Waive, reinstate or reverse</li>
<li> Setup and manage collection letters</li>
<li> Practice Lab</li>
<li> Module Summary</li></ul>
<li> Introduction</li>
<li> Configure credit and collections components</li>
<li> Setup and manage interest</li>
<li> Waive, reinstate or reverse</li>
<li> Setup and manage collection letters</li>
<li> Practice Lab</li>
<li> Module Summary</li></ul>
Module 19: Process Credit and Collections
<ul>
<li> Introduction</li>
<li> Understand how to process collections</li>
<li> Manage customer credit and collections</li>
<li> Practice Labs</li>
<li> Module Summary</li></ul>
<li> Introduction</li>
<li> Understand how to process collections</li>
<li> Manage customer credit and collections</li>
<li> Practice Labs</li>
<li> Module Summary</li></ul>
Module 20: Configure Post-Dated Checks
<ul>
<li> Introduction</li>
<li> Manage post dated checks</li>
<li> Practice Labs</li>
<li> Module Summary</li></ul>
<li> Introduction</li>
<li> Manage post dated checks</li>
<li> Practice Labs</li>
<li> Module Summary</li></ul>
Module 21: Configure and Use Basic Budgeting and Budget Control Processes
<ul>
<li> Configure basic budgeting components</li>
<li> Configure budget control components</li>
<li> Create and test budget registry entries</li>
<li> Use inquiries and reports</li>
<li> Practice Labs</li>
<li> Module summary</li></ul>
<li> Configure basic budgeting components</li>
<li> Configure budget control components</li>
<li> Create and test budget registry entries</li>
<li> Use inquiries and reports</li>
<li> Practice Labs</li>
<li> Module summary</li></ul>
Module 22: Configure and Use Budget Planning Processes
<ul>
<li> Introduction</li>
<li> Configure budget planning components</li>
<li> Practice Lab</li>
<li> Module summary</li></ul>
<li> Introduction</li>
<li> Configure budget planning components</li>
<li> Practice Lab</li>
<li> Module summary</li></ul>
Module 23: Configure Fixed Assets Management
<ul>
<li> Introduction</li>
<li> Configure fixed asset components</li>
<li> Enable fixed asset integration</li>
<li> Create fixed assets</li>
<li> Practice labs</li>
<li> Module summary</li></ul>
<li> Introduction</li>
<li> Configure fixed asset components</li>
<li> Enable fixed asset integration</li>
<li> Create fixed assets</li>
<li> Practice labs</li>
<li> Module summary</li></ul>
Module 24: Manage Fixed Assets
<ul>
<li> Introduction</li>
<li> Perform fixed assets tasks</li>
<li> Practice labs</li>
<li> Module summary</li></ul>
<li> Introduction</li>
<li> Perform fixed assets tasks</li>
<li> Practice labs</li>
<li> Module summary</li></ul>
Module 25: Configure and Use Cost Accounting
<ul>
<li> Introduction</li>
<li> Cost control workspace</li>
<li> Practice lab</li>
<li> Module summary</li></ul>
<li> Introduction</li>
<li> Cost control workspace</li>
<li> Practice lab</li>
<li> Module summary</li></ul>
Module 26: Configure and Use Periodic Processes
<ul>
<li> Introduction</li>
<li> Bank reconciliations</li>
<li> Configure financial period close</li>
<li> Prepare periodic filings</li>
<li> Run foreign currency revaluation processes</li>
<li> Perform financial consolidations</li>
<li> Process end of year close</li>
<li> Practice Labs</li>
<li> Module summary</li></ul>
<li> Introduction</li>
<li> Bank reconciliations</li>
<li> Configure financial period close</li>
<li> Prepare periodic filings</li>
<li> Run foreign currency revaluation processes</li>
<li> Perform financial consolidations</li>
<li> Process end of year close</li>
<li> Practice Labs</li>
<li> Module summary</li></ul>
Module 27: Configure the Electronic Reporting Framework
<ul>
<li> Introduction</li>
<li> Configure electronic reporting</li>
<li> Formula designer in electronic reporting</li>
<li> Practice Lab</li>
<li> Module summary</li></ul>
<li> Introduction</li>
<li> Configure electronic reporting</li>
<li> Formula designer in electronic reporting</li>
<li> Practice Lab</li>
<li> Module summary</li></ul>
Module 28: Configure Localized Features
<ul>
<li> Introduction</li>
<li> Localization and regulatory features</li>
<li> Classification of Mexican localization features</li>
<li> Understand the global tax engine</li>
<li> Understand the features of fiscal establishments and documents for Brazilian localization</li>
<li> Bill of Exchange</li>
<li> Electronic Invoices</li>
<li> Practice Labs</li>
<li> Module summary</li></ul>
<li> Introduction</li>
<li> Localization and regulatory features</li>
<li> Classification of Mexican localization features</li>
<li> Understand the global tax engine</li>
<li> Understand the features of fiscal establishments and documents for Brazilian localization</li>
<li> Bill of Exchange</li>
<li> Electronic Invoices</li>
<li> Practice Labs</li>
<li> Module summary</li></ul>
Module 29: Configure Financial Management for Public Sector
<ul>
<li> Introduction</li>
<li> Setup funds for the public sector</li>
<li> Setup derived financial hierarchies</li>
<li> Configure billing codes for free text invoices</li>
<li> Practice Labs</li>
<li> Module summary</li></ul>
<li> Introduction</li>
<li> Setup funds for the public sector</li>
<li> Setup derived financial hierarchies</li>
<li> Configure billing codes for free text invoices</li>
<li> Practice Labs</li>
<li> Module summary</li></ul>
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Course details
Duration
Full time, Part-time, Evening and Weekends, Virtual online
Video
London, Flexible online
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