MS Dynamics 365 Finance Training Overview
This Microsoft Dynamics 365 for Finance training course (Microsoft course MB-310) teaches attendees how to successfully configure and use Dynamics 365 to manage accounts payable, accounts receivable, collections, budgeting, fixed assets, and more.
Location and Pricing
Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- Use the features of MS Dynamics 365 Finance
- Set up legal entity currencies and conversions
- Create and use date intervals.
- Explore the different types of journals and their setups
- Use intercompany accounting to post journals between two different legal entities
- Prepare, configure, and perform periodic processes
- Configure finance and operations apps for Microsoft Power Platform
- Configure cash and bank management parameters
- Create free text invoices and record customer payments
- Use customer account statements
- Settle transactions and undo settlements
- Post, approve, and delegate expense reports
- Configure budget planning components
- Work with fixed assets
Prerequisites
- Basic accounting skills
- Core competencies in Dynamics 365 Core
Outline
Get started with Dynamics 365 Finance
Configure currencies in Dynamics 365 Finance
Create fiscal calendars, years, and periods in Dynamics 365 Finance
Configure chart of accounts in Dynamics 365 Finance
Set up ledgers and journals in Dynamics 365 Finance
Perform general ledger daily procedures in Dynamics 365 Finance
Intercompany accounting in Dynamics 365 Finance
Configure ledger allocations and accruals in Dynamics 365 Finance
Configure and perform periodic processes in Dynamics 365 Finance
Work with analytics and reporting in finance and operations apps
Configure cash and bank management in Dynamics 365 Finance
Configure taxes in Dynamics 365 Finance
Configure accounts receivable in Dynamics 365 Finance
Perform accounts receivable daily procedures in Dynamics 365 Finance
Configure credit and collections in Dynamics 365 Finance
Process credit and collections in Dynamics 365 Finance
Configure Accounts payable in Dynamics 365 Finance
Perform Accounts payable daily procedures in Dynamics 365 Finance
Work with accounting distributions, invoice validations and settlements in Dynamics 365 Finance
Get started with Expense management in Dynamics 365 Project Operations
Set up and configure Expense management in Dynamics 365 Project Operations
Create and process expense reports in Dynamics 365 Project Operations
Work with travel requisitions in Dynamics 365 Project Operations
Configure and use basic budgeting and budget control in Dynamics 365 Finance
Configure and use budget planning in Dynamics 365 Finance
Configure fixed assets management in Dynamics 365 Finance
Manage fixed assets in Dynamics 365 Finance
Training Materials
All Microsoft Dynamics 365 training students receive Microsoft official courseware.
For all Microsoft Official Courses taught in their entirety that have a corresponding certification exam, an exam voucher is included for each participant.
Software Requirements
Attendees will not need to install any software on their computer for this class. The class will be conducted in a remote environment that Accelebrate will provide; students will only need a local computer with a web browser and a stable Internet connection. Any recent version of Microsoft Edge, Mozilla Firefox, or Google Chrome will be fine.
