Information Technology

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

Instructor-Led 8 Agenda

Description

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

Course Overview

Course Objective

Understand and perform financial duties in Dynamics 365 Finance

Who Should Attend

A Dynamics 365 Finance 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.

Module 1: Overview of Dynamics 365 Finance Lesson Id 1

Module 1: Overview of Dynamics 365 Finance

Module 2: Set up and configure financial management Lesson Id 2

Module 2: Set up and configure financial management

Module 3: Implement and manage shared configuration for A/P and A/R Lesson Id 3

Module 3: Implement and manage shared configuration for A/P and A/R

Module 4: Implement and manage accounts payable Lesson Id 4

Module 4: Implement and manage accounts payable

Module 5: Implement and manage expense management Lesson Id 5

Module 5: Implement and manage expense management

Module 6: Implement and manage accounts receivable and credit and collections Lesson Id 6

Module 6: Implement and manage accounts receivable and credit and collections

Module 7: Configure and manage budgeting Lesson Id 7

Module 7: Configure and manage budgeting

Module 8: Configure and manage fixed assets Lesson Id 8

Module 8: Configure and manage fixed assets

Lesson Id	Title	Description
1	Module 1: Overview of Dynamics 365 Finance	Overview of Dynamics 365 Finance Features and capabilities<br />Core components of Dynamics 365 Finance<br />Overview of financial management modules in Dynamics 365 Finance<br />Benefits of Dynamics 365 Finance
2	Module 2: Set up and configure financial management	Create and configure new legal entity<br />Define and configure the chart of accounts<br />Configure ledgers and currencies<br />Implement and manage journals<br />Implement and manage cash and bank<br />Implement cost accounting and cost management<br />Perform periodic processes<br />Configure, collect, and report taxes
3	Module 3: Implement and manage shared configuration for A/P and A/R	Configure Terms of payment<br />Configure payment days, and payment schedules<br />Configure Cash discounts<br />Configure Payment calendar<br />Configure Payment fees
4	Module 4: Implement and manage accounts payable	Create and maintain Accounts payable method of payments<br />Create and maintain Vendor groups and vendors<br />Create and configure vendor posting profile<br />Configure invoice validation policies<br />Process orders, invoices, and payments<br />Enable and test vendor collaboration portal for a vendor<br />Configure accounts payable charges<br />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<br />Create and maintain Customer groups and customers<br />Create and configure customer posting profile<br />Process orders, invoices, and payments<br />Configure Accounts receivable charges<br />Manage credit and collections<br />Configure revenue recognition
7	Module 7: Configure and manage budgeting	Configure and use basic budgeting<br />Configure and use budget controls<br />Create and configure registry entries<br />Configure and use budget planning
8	Module 8: Configure and manage fixed assets	Configure Fixed assets components<br />Manage Fixed assets<br />Fixed asset acquisition, depreciation and disposal<br />Fixed asset integration