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MB-310T00 - Microsoft Dynamics 365 Finance Training

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Course duration

  • 4 days

Course Benefits

  • Understand and perform financial duties in Dynamics 365 Finance
Available Delivery Methods
Public Class
Public expert-led online training from the convenience of your home, office or anywhere with an internet connection. Guaranteed to run .
Private Class
Private classes are delivered for groups at your offices or a location of your choice.
Microsoft Certified Partner

Webucator is a Microsoft Certified Partner for Learning Solutions (CPLS). This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).

Course Outline

  1. Financial Management
    1. Benefits of financial management
    2. Financial management
    3. Module summary
  2. Configure Currencies
    1. Journals and their setup
    2. Configure ledger and journal setup
    3. User journals
    4. Practice lab
    5. Module summary
  3. Create Fiscal Calendars, Years and Periods
    1. Introduction
    2. Create fiscal calendars, years and periods
    3. Create date intervals
    4. Practice lab
    5. Module summary
  4. Configure Chart of Accounts
    1. Introduction
    2. Define and configure the chart of accounts
    3. Define and configure the financial dimensions
    4. Define and configure account structures and rules
    5. Practice labs
    6. Module summary
  5. Configure Ledger and Journals
    1. Journals and their setup
    2. Configure ledger and journal setup
    3. User journals
    4. Practice lab
    5. Module summary
  6. Configure Cash and Bank Management
    1. Introduction
    2. Bank transaction types and groups
    3. Setup cash and bank management parameters
    4. Configure banks and bank checks
    5. Deposit and refund checks
    6. Cash flow
    7. Practice Labs
    8. Module summary
  7. Use Cash and Bank Management
    1. Make deposits and perform payment reversals
    2. Use cash and bank management workspaces
    3. Practice Labs
    4. Module summary
  8. Configure Letters of Credit and Guarantees
    1. Introduction
    2. Configure letters of credit
    3. Configure letters of guarantee
    4. Module summary
  9. Perform Daily Procedures
    1. Learn about general ledger processes
    2. Create voucher templates
    3. Setup journal controls
    4. Practice Lab
    5. Module summary
  10. Intercompany Accounting
    1. Setup and use intercompany accounting
    2. Practice Lab
    3. Module Summary
  11. Configure Ledger Allocations and Accruals
    1. Introduction
    2. Configure and apply accrual schemes
    3. Configure ledger allocation rules
    4. Practice labs
    5. Module summary
  12. Configure Sales Tax
    1. Understand tax engine components
    2. Practice lab
    3. Module summary
  13. Configure Accounts Payable
    1. Understand Task recorder functionality
    2. Configure accounts payable parameters
    3. Create and maintain vendors
    4. Configure accounts payable charges
    5. Configure and use positive pay
    6. Practice Lab
    7. Module Summary
  14. Perform Accounts Payable Daily Procedures
    1. Introduction
    2. Process orders, invoices, and payments
    3. Manage and apply prepayments
    4. Practice Labs
    5. Module summary
  15. Use Accounting Distribution and Invoice Validations
    1. Introduction
    2. Settle transaction and undo settlements
    3. Distribute funds
    4. Configure invoice validation policies
    5. Practice labs
    6. Module summary
  16. Configure Accounts Receivable
    1. Configure accounts receivable
    2. Create and maintain customers
    3. Setup customer posting profiles
    4. Configure accounts receivable charges
    5. Practice Lab
    6. Module summary
  17. Perform Accounts Receivable Daily Procedures
    1. Create free text invoices and record customer payments
    2. Settle transactions and undo settlement
    3. Practice Lab
    4. Module summary
  18. Configure Credit and Collections
    1. Introduction
    2. Configure credit and collections components
    3. Setup and manage interest
    4. Waive, reinstate or reverse
    5. Setup and manage collection letters
    6. Practice Lab
    7. Module Summary
  19. Process Credit and Collections
    1. Introduction
    2. Understand how to process collections
    3. Manage customer credit and collections
    4. Practice Labs
    5. Module Summary
  20. Configure PostDated Checks
    1. Introduction
    2. Manage post dated checks
    3. Practice Labs
    4. Module Summary
  21. Configure and Use Basic Budgeting and Budget Control Processes
    1. Introduction
    2. Configure basic budgeting components
    3. Configure budget control components
    4. Create and test budget registry entries
    5. Use inquiries and reports
    6. Practice Labs
    7. Module summary
  22. Configure and Use Budget Planning Processes
    1. Introduction
    2. Configure budget plannign components
    3. Practice Lab
    4. Module summary
  23. Configure Fixed Assets Management
    1. Introduction
    2. Configure fixed asset components
    3. Enable fixed asset integration
    4. Create fixed assets
    5. Practice labs
    6. Module summary
  24. Manage Fixed Assets
    1. Introduction
    2. Perform fixed assets tasks
    3. Practice labs
    4. Module summary
  25. Configure and Use Cost Accounting
    1. Introduction
    2. Cost control workspace
    3. Practice lab
    4. Module summary
  26. Configure and Use Periodic Processes
    1. Introduction
    2. Bank reconciliations
    3. Configure financial period close
    4. Prepare periodic filings
    5. Run foreign currency revaluation processes
    6. Perform financial consolidations
    7. Process end of year close
    8. Practice Labs
    9. Module summary
  27. Configure the Electronic Reporting Framework
    1. Introduction
    2. Configure electronic reporting
    3. Formula designer in electronic reporting
    4. Practice Lab
    5. Module summary
  28. Configure Localized Features
    1. Introduction
    2. Localization and regulatory features
    3. Classification of Mexican localization features
    4. Understand the global tax engine
    5. Understand the features of fiscal establishments and documents for Brazilian localization
    6. Bill of Exchange
    7. Electronic Invoices
    8. Practice Labs
    9. Module summary
  29. Configure Financial Management for Public Sector
    1. Introduction
    2. Setup funds for the public sector
    3. Setup derived financial hierarchies
    4. Configure billing codes for free text invoices
    5. Practice Labs
    6. Module summary
  30. Course Conclusion
    1. Final assessment
    2. Course summary
    3. Post-course survey

Class Materials

Each student will receive a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this Dynamics 365 class:

  • Basic understanding of ERP, CRM concepts.
Since its founding in 1995, InterSource has been providing high quality and highly customized training solutions to clients worldwide. With over 500 course titles constantly updated and numerous course customization and creation possibilities, we have the capability to meet your I.T. training needs.
Instructor-led courses are offered via a live Web connection, at client sites throughout Europe, and at our Geneva Training Center.
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