MB-310 Microsoft Dynamics 365 Finance (MB-310T00)
Seminarinformationen
Seminar - Ziel
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
Teilnehmer - Zielgruppe
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.
Kurs - Voraussetzungen
Basic accounting skills
Core competencies in Dynamics 365 Core
Seminardauer
- 4 Tage
- 09:00 Uhr bis 17:00 Uhr
Schulungsunterlagen
Seminar-Inhalt / Agenda
Module 1: Overview of Dynamics 365 Finance
- Introduction
- Lesson 1: Overview of Dynamics 365 Finance Features and capabilities
- Lesson 2: Core components of Dynamics 365 Finance
- Lesson 3: Overview of financial management modules in Dynamics 365 Finance
- Lesson 4: Benefits of Dynamics 365 Finance
- Module summary
- Knowledge Check
Module 2: Set up and configure financial Management
- Introduction
- Lesson 1: Create and configure new legal entity
- Lesson 2: Define and configure the chart of accounts
- Lesson 3: Configure ledgers and currencies
- Lesson 4: Implement and manage journals
- Lesson 5: Implement and manage cash and bank
- Lesson 6: Implement cost accounting and cost Management
- Lesson 7: Perform periodic processes
- Lesson 8: Configure, collect, and report taxes
- Module summary
- Knowledge Check
Module 3: Implement and manage shared configuration for A/P and A/R
- Introduction
- Lesson 1: Configure Terms of payment
- Lesson 2: Configure payment days, and payment schedules
- Lesson 3: Configure Cash discounts
- Lesson 4: Configure Payment calendar
- Lesson 5: Configure Payment fees
- Module summary
- Knowledge Check
Module 4: Implement and manage accounts payable
- Introduction
- Lesson 1: Create and maintain Accounts payable method of payments
- Lesson 2: Create and maintain Vendor groups and vendors
- Lesson 3: Create and configure vendor posting profile
- Lesson 4: Configure invoice validation policies
- Lesson 5: Process orders, invoices, and payments
- Lesson 6: Enable and test vendor collaboration portal for a vendor
- Lesson 7: Configure accounts payable charges
- Lesson 8: Configure and use Positive pay
- Module summaryKnowledge check
Module 5: Implement and manage expense management
- Introduction
- Lesson 1: Configure and use expense management
- Module summary
- Knowledge check
Module 6: Implement and manage accounts receivable and credit and collections
- Introduction
- Lesson 1: Configure Method of Payment
- Lesson 2: Create and maintain Customer groups and customers
- Lesson 3: Create and configure customer posting profile
- Lesson 4: Process orders, invoices, and payments
- Lesson 5: Configure Accounts receivable charges
- Lesson 6: Manage credit and collections
- Lesson 7: Configure revenue recognition
- Module summary
- Knowledge Check
Module 7: Configure and manage budgeting
- Introduction
- Lesson 1: Configure and use basic budgeting
- Lesson 2: Configure and use budget controls
- Lesson 3: Create and configure registry entries
- Lesson 4: Configure and use budget planning
- Module summary
- Knowledge Check
Module 8: Configure and manage fixed assets
- Introduction
- Lesson 1: Configure Fixed assets components
- Lesson 2: Manage Fixed assets
- Lesson 3: Fixed asset acquisition, depreciation and disposal
- Lesson 4: Fixed asset integration
- Module summary
- Knowledge Check
Weitere Schulungen zu Thema Microsoft Dynamics 365
- u.a. in Nürnberg, Berlin, Stuttgart, München, KölnMicrosoft Dynamics 365 Sales is an end-to-end application to manage the handling of customers and potential customers. Using Dynamics 365 Sales, organizations can track data against sales goals, automate best practices, learn from data, and more. Join our team of globally ...
- u.a. in Nürnberg, Berlin, Stuttgart, München, KölnThis course is developed for those aspired to be and new to the solution architect role. This course provides the technical information focusing on application architecture and technical skills to start their journey into this role. This course will not cover the industrial ...
- u.a. in Berlin, Frankfurt am Main, Stuttgart, Heidelberg, MannheimThis exam measures your ability to accomplish the following technical tasks: describe finance and operations apps, and extend apps by using Microsoft Power Platform technologies; configure administrative features and workflows; manage Finance and Operation data; and validate ...
- u.a. in Hannover, Nürnberg, Wien, Virtual Classroom, OffenbachDo you want to learn more about Dynamics 365? This course will provide you with a broad introduction to the finance and operations capabilities of Dynamics 365. You will become familiar with the concept of enterprise resource management (ERP), and learn about the core ...