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MB-310 Microsoft Dynamics 365 Finance
Introduction
Welcom to configure and use essential components of financial management in Dynamics 365 for Finance and Operations
Financial Management
Benefits of financial management
Financial management
Summary and Questions
Configure Currencies
Introduction
Setup legal entity currencies and conversions
Configure and import currency exchange rates
Summary and Questions
Create Fiscal Calendars, Years and Periods
Introduction
Create fiscal calendars, years and periods
Create date intervals
Summary and Questions
Configure Chart of Accounts
Introduction
Define and configure the chart of accounts
Define and configure financial dimensions
Define and configure account structures and rules
Summary and Questions
Configure Ledger and Journals
Journals and their setup
Configure ledger and journal setup
Use journals
Summary and Questions
Configure Cash and Bank management
Introduction
Bank transaction types and groups
Setup cash and bank management parameters
Configure banks and bank checks
Deposit and refund checks
Cash flow
Summary and Questions
Use Cash and Bank Management
Make deposits and perform payment reversals
Use cash and bank management workspaces
Summary and Questions
Configure Letters of Credit and Guarantees
Introduction
Configure letters of credit
Configure letters of guarantee
Summary and Questions
Perform Daily Procedures
Learn about general ledger processes
Create voucher templates
Setup journal controls
Summary and Questions
Intercompany Accounting
Setup and use intercompany accounting
Summary and Questions
Configure Ledger Allocations and Accruals
Introduction
Configure and apply accrual schemes
Configure ledger allocation rules
Summary and Questions
Configure Sales Tax
Understand tax engine components
Summary and Questions
Configure Accounts Payable
Introduction
Configure accounts payable parameters
Create and maintain vendors
Configure accounts payable charges
Configure and use positive pay
Summary and Questions
Perform Accounts Payable Daily Procedures
Introduction
Process orders, invoices, and payments
Manage and apply prepayments
Summary and Questions
Use Accounting Distribution and Invoice Validations
Introduction
Settle transaction and undo settlements
Distribute funds
Configure invoice validation policies
Summary and Questions
Configure Accounts Receivable
Configure accounts receivable
Create and maintain customers
Setup customer posting profiles
Configure accounts receivable charges
Summary and Questions
Perform Accounts Receivable Daily Procedures
Create free text invoices and record customer payments
Settle transactions and undo settlement
Summary and Questions
Configure Credit and Collections
Introduction
Configure credit and collections components
Setup and manage interest
Waive, reinstate or reverse
Setup and manage collection letters
Summary and Questions
Process Credit and Collections
Introduction
Understand how to process collections
Manage customer credit and collections
Summary and Questions
Configure Post-Dated Checks
Introduction
Manage post dated checks
Summary and Questions
Configure and Use Basic Budgeting and Budget Control Processes
Introduction
Configure basic budgeting components
Configure budget control components
Create and test budget registry entries
Use inquiries and reports
Summary and Questions
Configure and Use Budget Planning Processes
Introduction
Configure budget planning components
Summary and Questions
Configure Fixed Assets Management
Introduction
Configure fixed asset components
Enable fixed asset integration
Create fixed assets
Summary and Questions
Manage Fixed Assets
Introduction
Perform fixed assets tasks
Summary and Questions
Configure and Use Cost Accounting
Introduction
Cost control workspace
Summary and Questions
Configure and Use Periodic Processes
Introduction
Bank reconciliations
Configure financial period close
Prepare periodic filings
Run foreign currency revaluation processes
Perform financial consolidations
Process end of year close
Summary and Questions
Configure the Electronic Reporting Framework
Introduction
Configure electronic reporting
Formula designer in electronic reporting
Summary and Questions
Configure Localized Features
Introduction
Localization and regulatory features
Classification of Mexican localization features
Understand the global tax engine
Understand the features of fiscal establishments and documents for Brazilian localization
Bill of Exchange
Electronic Invoices
Summary and Questions
Configure Financial Management for Public Sector
Introduction
Setup funds for the public sector
Setup derived financial hierarchies
Configure billing codes for free text invoices
Summary and Questions
Course Conclusion
Course summary
Process orders, invoices, and payments
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