MB-310T00 Dynamics 365 for Finance and Operations, Financials

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

This course may earn a Credly Badge.

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Price: $2780.00
Duration: 4 Days
Delivery Methods: Virtual
DIR Discount: 55.0%







    For questions call: (469) 721-6100
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    Why choose TOPTALENT?

    • Get assistance every step of the way from our Texas-based team, ensuring your training experience is hassle-free and aligned with your goals.
    • Access an expansive range of over 3,000 training courses with a strong focus on Information Technology, Business Applications, and Leadership Development.
    • Have confidence in an exceptional 95% approval rating from our students, reflecting outstanding satisfaction with our course content, program support, and overall customer service.
    • Benefit from being taught by Professionally Certified Instructors with expertise in their fields and a strong commitment to making sure you learn and succeed.

    Course Outline

    1 – 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
    2 – 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
    3 – 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
    4 – 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
    5 – Module 5: Implement and manage expense management
    • Configure and use expense management
    6 – Module 6: Implement and manage accounts receivable and credit and collections
    • Configure Method of Payment
    • Create and maintain Customer groups and customers
    • Create and configure customer posting profile
    • Process orders, invoices, and payments
    • Configure Accounts receivable charges
    • Manage credit and collections
    • Configure revenue recognition
    7 – Module 7: Configure and manage budgeting
    • Configure and use basic budgeting
    • Configure and use budget controls
    • Create and configure registry entries
    • Configure and use budget planning
    8 – Module 8: Configure and manage fixed assets
    • Configure Fixed assets components
    • Manage Fixed assets
    • Fixed asset acquisition, depreciation and disposal
    • Fixed asset integration

    Actual course outline may vary depending on offering center. Contact your sales representative for more information.

     

    Learning Objectives

    Understand and perform financial duties in Dynamics 365 Finance

    No special instructions regarding this course's target audience provided. Please contact us to discuss if you are unsure whether this course is for you!
    No special prerequisites for this course provided. If you are unsure whether you might need to take another course first, please contact us to discuss.

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    Please contact our team at 469-721-6100; we will gladly guide you through the online purchasing process.

    You will receive a receipt and an enrollment confirmation sent to the email you submitted at purchase. Your enrollment email will have instructions on how to access the class. Any additional questions our team is here to support you. Please call us at 469-721-6100.

    If a student is 15 minutes late, they risk losing their seat to a standby student. If a student is 30 minutes late or more, they will need to reschedule. A no-show fee will apply. Retakes are enrolled on a stand-by basis. The student must supply previously issued courseware. Additional fees may apply.

    You will receive a ‘Certificate of Completion’ once you complete the class. If you purchased an exam voucher for the class, a team member from TOPTALENT LEARNING will reach out to discuss your readiness for the voucher and make arrangements to send it.