MB 310: Microsoft Dynamics 365 Finance

Basic understanding of ERP and CRM concepts.

About This Course

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

Audience Profile

A Dynamics 365 for Finance and Operations 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.

At Course Completion

After completing this course students will be able to:

• Understand and perform financial duties in Dynamics 365 Finance

Module 1: Overview of Dynamics 365 Finance

• Introduction
• 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
• Module summary
• Knowledge Check

Module 2: Set up and configure financial management

• Introduction
• 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
• Module summary
• Knowledge Check

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

• Introduction
• Configure Terms of payment
• Configure payment days, and payment schedules
• Configure Cash discounts
• Configure Payment calendar
• Configure Payment fees
• Module summary
• Knowledge Check

Module 5: Implement and manage expense management.

• Introduction
• Lesson 1: Configure and use expense management
• Module summary
• Knowledge check

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

• Introduction
• 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
• Module summary
• Knowledge Check

Module 7: Configure and manage budgeting

• Introduction
• Configure and use basic budgeting
• Configure and use budget controls
• Create and configure registry entries
• Configure and use budget planning
• Module summary
• Knowledge Check

Module 8: Configure and manage fixed assets

• Introduction
• Configure Fixed assets components
• Manage Fixed assets
• Fixed asset acquisition, depreciation and disposal
• Fixed asset integration
• Module summary
• Knowledge Check