MB-310 Microsoft Dynamics 365 Finance

  Introduction

Available in days

days after you enroll

• Welcom to configure and use essential components of financial management in Dynamics 365 for Finance and Operations Start

  Financial Management

Available in days

days after you enroll

• Benefits of financial management Start
• Financial management Start
• Summary and Questions Start

  Configure Currencies

Available in days

days after you enroll

• Introduction Start
• Setup legal entity currencies and conversions Start
• Configure and import currency exchange rates Start
• Summary and Questions Start

  Create Fiscal Calendars, Years and Periods

Available in days

days after you enroll

• Introduction Start
• Create fiscal calendars, years and periods Start
• Create date intervals Start
• Summary and Questions Start

  Configure Chart of Accounts

Available in days

days after you enroll

• Introduction Start
• Define and configure the chart of accounts Start
• Define and configure financial dimensions Start
• Define and configure account structures and rules Start
• Summary and Questions Start

  Configure Ledger and Journals

Available in days

days after you enroll

• Journals and their setup Start
• Configure ledger and journal setup Start
• Use journals Start
• Summary and Questions Start

  Configure Cash and Bank management

Available in days

days after you enroll

• Introduction Start
• Bank transaction types and groups Start
• Setup cash and bank management parameters Start
• Configure banks and bank checks Start
• Deposit and refund checks Start
• Cash flow Start
• Summary and Questions Start

  Use Cash and Bank Management

Available in days

days after you enroll

• Make deposits and perform payment reversals Start
• Use cash and bank management workspaces Start
• Summary and Questions Start

  Configure Letters of Credit and Guarantees

Available in days

days after you enroll

• Introduction Start
• Configure letters of credit Start
• Configure letters of guarantee Start
• Summary and Questions Start

  Perform Daily Procedures

Available in days

days after you enroll

• Learn about general ledger processes Start
• Create voucher templates Start
• Setup journal controls Start
• Summary and Questions Start

  Intercompany Accounting

Available in days

days after you enroll

• Setup and use intercompany accounting Start
• Summary and Questions Start

  Configure Ledger Allocations and Accruals

Available in days

days after you enroll

• Introduction Start
• Configure and apply accrual schemes Start
• Configure ledger allocation rules Start
• Summary and Questions Start

  Configure Sales Tax

Available in days

days after you enroll

• Understand tax engine components Start
• Summary and Questions Start

  Configure Accounts Payable

Available in days

days after you enroll

• Introduction Start
• Configure accounts payable parameters Start
• Create and maintain vendors Start
• Configure accounts payable charges Start
• Configure and use positive pay Start
• Summary and Questions Start

  Perform Accounts Payable Daily Procedures

Available in days

days after you enroll

• Introduction Start
• Process orders, invoices, and payments Start
• Manage and apply prepayments Start
• Summary and Questions Start

  Use Accounting Distribution and Invoice Validations

Available in days

days after you enroll

• Introduction Start
• Settle transaction and undo settlements Start
• Distribute funds Start
• Configure invoice validation policies Start
• Summary and Questions Start

  Configure Accounts Receivable

Available in days

days after you enroll

• Configure accounts receivable Start
• Create and maintain customers Start
• Setup customer posting profiles Start
• Configure accounts receivable charges Start
• Summary and Questions Start

  Perform Accounts Receivable Daily Procedures

Available in days

days after you enroll

• Create free text invoices and record customer payments Start
• Settle transactions and undo settlement Start
• Summary and Questions Start

  Configure Credit and Collections

Available in days

days after you enroll

• Introduction Start
• Configure credit and collections components Start
• Setup and manage interest Start
• Waive, reinstate or reverse Start
• Setup and manage collection letters Start
• Summary and Questions Start

  Process Credit and Collections

Available in days

days after you enroll

• Introduction Start
• Understand how to process collections Start
• Manage customer credit and collections Start
• Summary and Questions Start

  Configure Post-Dated Checks

Available in days

days after you enroll

• Introduction Start
• Manage post dated checks Start
• Summary and Questions Start

  Configure and Use Basic Budgeting and Budget Control Processes

Available in days

days after you enroll

• Introduction Start
• Configure basic budgeting components Start
• Configure budget control components Start
• Create and test budget registry entries Start
• Use inquiries and reports Start
• Summary and Questions Start

  Configure and Use Budget Planning Processes

Available in days

days after you enroll

• Introduction Start
• Configure budget planning components Start
• Summary and Questions Start

  Configure Fixed Assets Management

Available in days

days after you enroll

• Introduction Start
• Configure fixed asset components Start
• Enable fixed asset integration Start
• Create fixed assets Start
• Summary and Questions Start

  Manage Fixed Assets

Available in days

days after you enroll

• Introduction Start
• Perform fixed assets tasks Start
• Summary and Questions Start

  Configure and Use Cost Accounting

Available in days

days after you enroll

• Introduction Start
• Cost control workspace Start
• Summary and Questions Start

  Configure and Use Periodic Processes

Available in days

days after you enroll

• Introduction Start
• Bank reconciliations Start
• Configure financial period close Start
• Prepare periodic filings Start
• Run foreign currency revaluation processes Start
• Perform financial consolidations Start
• Process end of year close Start
• Summary and Questions Start

  Configure the Electronic Reporting Framework

Available in days

days after you enroll

• Introduction Start
• Configure electronic reporting Start
• Formula designer in electronic reporting Start
• Summary and Questions Start

  Configure Localized Features

Available in days

days after you enroll

• Introduction Start
• Localization and regulatory features Start
• Classification of Mexican localization features Start
• Understand the global tax engine Start
• Understand the features of fiscal establishments and documents for Brazilian localization Start
• Bill of Exchange Start
• Electronic Invoices Start
• Summary and Questions Start

  Configure Financial Management for Public Sector

Available in days

days after you enroll

• Introduction Start
• Setup funds for the public sector Start
• Setup derived financial hierarchies Start
• Configure billing codes for free text invoices Start
• Summary and Questions Start

  Course Conclusion

Available in days

days after you enroll

• Course summary Start