Microsoft Dynamics 365 Finance Training (MB-310)

Nivå: Intermediate
Snittbetyg: 4/5 4,00/5 Based on 6 Reviews

Organisations use Dynamics 365 for Finance and Operations to elevate their financial performance by increasing profitability, optimising workforce productivity, reducing operational expenses, adapting quickly to requirement changes, and streamlining asset management. This course discusses how to configure and use essential components of financial management including accounts payable, receivable, and collections in Dynamics 365 for Finance and Operations. It will also discuss how to configure and use budgeting, fixed assets, and additional functionality in Dynamics 365 for Finance and Operations.

Nyckelfunktioner:

  • Microsoft Official Course content
  • Eligible for SATV redemption

Du kommer lära dig att:

  • Leverage the benefits of financial management of Dynamics 365 for Finance and Operations
  • Set up and configure currencies
  • Create fiscal calendars, years, and periods
  • Configure a chart of accounts
  • Create and use ledger and journals
  • Configure and use cash and bank management
  • Create letters of credit and guarantees
  • Process daily activities in general ledger
  • Use journal control to apply rules during data entry
  • Set up and use intercompany accounting
  • Configure and apply accrual schemes, ledger allocation rules, and sales tax

Välj den utbildningsform som passar dig bäst

LIVE, LÄRARLEDD

I klass & Live, Online-utbildning

  • Microsoft Official Course content
  • Eligible for SATV redemption
  • Hands-on learning labs included
  • After-course instructor coaching included

FÖRETAGSINTERN UTBILDNING

Teamträning

  • Använd denna eller någon annan utbildning i ditt företag
  • Fullskalig programutveckling
  • Levereras när, var och hur du vill
  • Blandade utbildningsmodellerSkräddarsytt innehåll
  • Coaching av ett expertteam

Anpassa kurs och innehåll efter teamets behov

Kontakta oss

Utveckla dig och ditt team med anpassade eller öppna kurser alternativt e-learning

Learning Tree erbjuder kundanpassad utbildning hos er, öppna kurser i Stockholm, London eller Washington, möjlighet att delta via våra Anywhere centers (Malmö, Göteborg, Linköping, Stockholm eller Borlänge) eller olika former av e-learning med lärarstöd. Läs mer på www.learningtree.se/priser .

I klass & Live, Online-utbildning

Important Microsoft Dynamics 365 Finance Training Information

  • Software/Tools

    • Dynamics
  • Prerequisites

    • Basic accounting skills
    • Core competencies in Dynamics 365 Core
  • Who Should Attend This Course

    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.

  • Exam information

Note: This course runs for 4 dagar

  • 1 - 4 feb 9:00 - 16:30 GMT Online (AnyWare) Online (AnyWare) Boka Din Kursplats

  • 10 - 13 maj 9:00 - 16:30 BST Online (AnyWare) Online (AnyWare) Boka Din Kursplats

  • 16 - 19 aug 9:00 - 16:30 BST Online (AnyWare) Online (AnyWare) Boka Din Kursplats

  • 22 - 25 feb 15:00 - 22:30 CCET Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Boka Din Kursplats

  • 19 - 22 apr 15:00 - 22:30 CCST New York / Online (AnyWare) New York / Online (AnyWare) Boka Din Kursplats

  • 23 - 26 aug 15:00 - 22:30 CCST Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Boka Din Kursplats

Kurs med startgaranti

När du ser symbolen för “Guaranteed to Run” vid ett kurstillfälle vet du att kursen blir av. Garanterat.

Microsoft Dynamics 365 Finance Course Outline

  • Module 1: Overview of Dynamics 365 Finance

    This module will discuss the core components of Finance and look at the modules involved.

    Lessons

    • Introduction
    • Lesson 1: Overview of Dynamics 365 Finance Features and capabilities
    • Lesson 2: Core components of Dynamics 365 Finance
    • Lesson 3: Overview of financial management modules in Dynamics 365 Finance
    • Lesson 4: Benefits of Dynamics 365 Finance
    • Module summary
    • Knowledge Check

    You learned some of benefits of financial management of Dynamics 365 Finance.
  • Module 2: Set up and configure financial management

    In this module, we will discuss how to create a new legal entity (company) and setup and configure financial management for it. This module includes general ledger.

    Lessons

    • Introduction
    • Lesson 1: Create and configure new legal entity
    • Lesson 2: Define and configure the chart of accounts
    • Lesson 3: Configure ledgers and currencies
    • Lesson 4: Implement and manage journals
    • Lesson 5: Implement and manage cash and bank
    • Lesson 6: Implement cost accounting and cost management
    • Lesson 7: Perform periodic processes
    • Lesson 8: Configure, collect, and report taxes
    • Module summary
    • Knowledge Check


    Lab : Exercise 1: Configure a new legal entity

    Lab : Exercise 2: Create a chart of accounts and main accounts

    Lab : Exercise 3: Create Advanced Rule Structures

    Lab : Exercise 4: Create a fiscal calendar, years and periods

    Lab : Exercise 5: Import exchange rates by using a provider

    Lab : Exercise 6: Create and use Voucher templates

    Lab : Exercise 7: Configure and test Accrual schemes

    Lab : Exercise 8: Configure and test ledger allocation rules

    Lab : Exercise 9: Set up and use Intercompany accounting

    Lab : Exercise 10: Create bank transaction types and bank transaction groups

    Lab : Exercise 11: Create a bank group and bank account

    Lab : Exercise 12: Make deposits and perform payment reversals

    Lab : Exercise 13: Use Bank management workspaces

    Lab : Exercise 14: Create Cost accounting by using a wizard

    Lab : Exercise 15: Perform year end close

    Lab : Exercise 16: Configure Indirect sales tax

    You'll be able to set up and configure financial management by preparing the G/L and others.

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

    Dynamics 365 Finance offers extensive functionality for setting up different payment options which are shared between accounts payable and receivable modules.

    Lessons

    • Introduction
    • Lesson 1: Configure Terms of payment
    • Lesson 2: Configure payment days, and payment schedules
    • Lesson 3: Configure Cash discounts
    • Lesson 4: Configure Payment calendar
    • Lesson 5: Configure Payment fees
    • Module summary
    • Knowledge Check

    Lab : Exercise 1: Configure Terms of payment

    Lab : Exercise 2: Configure Payment Schedule

    Lab : Exercise 3: Configure cash discounts

    Lab : Exercise 4: Create a payment calendar

    Lab : Exercise 5: Configure Payment fees

    You'll be able to configure payment and bank information.

  • Module 4: Implement and manage accounts payable

    This topic explains the basic setup of accounts payable and the vendor setup for efficient management of vendors and vendor transactions in Dynamics 365 Finance.

    Lessons
    • Introduction
    • Lesson 1: Create and maintain Accounts payable method of payments
    • Lesson 2: Create and maintain Vendor groups and vendors
    • Lesson 3: Create and configure vendor posting profile
    • Lesson 4: Configure invoice validation policies
    • Lesson 5: Process orders, invoices, and payments
    • Lesson 6: Enable and test vendor collaboration portal for a vendor
    • Lesson 7: Configure accounts payable charges
    • Lesson 8: Configure and use Positive pay
    • Module summary
    • Knowledge check

    Lab : Exercise 1: Configure Method of Payment

    Lab : Exercise 2: Create Vendor group and vendor

    Lab : Exercise 3: Create and configure vendor posting profile

    Lab : Exercise 4: Record vendor invoice and match against received quantity

    Lab : Exercise 5: Use the vendor invoice matching policy

    Lab : Exercise 6: Record invoice by using Invoice register, approval and Invoice journals

    Lab : Exercise 7: Process Vendor payment by using a Payment journal

    Lab : Exercise 8: Configure vendor collaboration

    Lab : Exercise 9: Manage charges

    You've now learned:

    • that payment options in Dynamics 365 Finance are flexible
    • to set up and use payment schedules
    • to manage cash discount
    • to work with vendor groups
    • to use features such as prepayments
  • Module 5: Implement and manage expense management

    You can use the Dynamics 365 Finance and Operations apps expense management to create an integrated workflow where you can store payment method information, import credit card transactions, and track the money that employees spend when they incur expenses for your business. You can also define expense policies and automate the reimbursement of travel expenses. Expense report entry has been redesigned to simplify the experience and decrease the time that is required to complete expense reports. You can turn on this functionality in Feature management. You can add a new setup page to configure the visibility of expense fields, and specify what data is required, optional, or not available when expense reports are entered. When this functionality is turned on, a new expense workspace is available. This workspace replaces the previous expense workspace and is the landing page for the improved entry experience. Travel and expense management has a strong value proposition for organisations with discretionary spending. Travel and entertainment expenses are a significant part of a company's controllable expense. To help curb these costs, expense management provides a mechanism to define and apply expense policies, in addition to flagging and reporting on abusers of the policies. Additionally, automating the entry and reimbursement of travel and entertainment expenses reduces processing costs versus manual entry. Expense management has tight integration with other modules such as Accounts payable, General ledger, Procurement, and sourcing and Project management and accounting.

    Lessons

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

    Lab : Exercise 1: Create an Expense Category

    Lab : Exercise 2: Create an Expense Policy

    Lab : Exercise 3: Create an Audit Policy

    Lab : Exercise 4: Create and Submit an Expense Report

    You have learned some of benefits and overall features and functionality of Expense management.

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

    You need to configure the Accounts receivable module to be able to perform A/R functionality. You could then create customer invoices, post packing slips, use free text invoices that are not related to sales orders, and receive payments by using several different payment types such as cash, checks, credit cards, and electronic payments from your customers. Managing prospects and customers properly helps businesses to fulfil some of their requirements, such as customers’ satisfaction. At the same time, proper management avoids loss by checking many factors such as the credit limit and blocking the order being processed if it violates the policies of the company. Salespersons are the key for company’s revenue, and their commissions should be taken care of upon completion of the sales cycle.

    Lessons

    • Introduction
    • Lesson 1: Configure Method of Payment
    • Lesson 2: Create and maintain Customer groups and customers
    • Lesson 3: Create and configure customer posting profile
    • Lesson 4: Process orders, invoices, and payments
    • Lesson 5: Configure Accounts receivable charges
    • Lesson 6: Manage credit and collections
    • Lesson 7: Configure revenue recognition
    • Module summary
    • Knowledge Check

    Lab : Exercise 1: Configure Method of Payment

    Lab : Exercise 2: Create a new customer group and customer

    Lab : Exercise 3: Configure and maintain customers

    Lab : Exercise 4: Create and configure customer posting profile

    Lab : Exercise 5: Create and process free text invoices

    Lab : Exercise 6: Process invoice and settle it against a payment

    Lab : Exercise 7: Set up charge codes for Accounts receivable

    Lab : Exercise 8: Configure Credit and collections

    Lab : Exercise 9: Perform Write-Offs

    Lab : Exercise 10: Process credit and collections

    You have learned how to:

    • Configure Method of Payment
    • Describe and configure electronic payment formats
    • 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 7: Configure and manage budgeting

    Every organisation, whether it is private or public, sets financial and operational goals by creating budgets. When the budget is established, management monitors the activities within the budget framework.

    Lessons

    • Introduction
    • Lesson 1: Configure and use basic budgeting
    • Lesson 2: Configure and use budget controls
    • Lesson 3: Create and configure registry entries
    • Lesson 4: Configure and use budget planning
    • Module summary
    • Knowledge Check

    Lab : Exercise 1: Configure Basic budgeting components

    Lab : Exercise 2: Configure Budget control components

    Lab : Exercise 3: Use Budget register entries

    Lab : Exercise 4: Configure Budget planning, create and use a planning process

    You have learned how to:

    • Configure and manage Budgeting processes
    • Configure budgeting components incl budget models, codes, allocation terms, cycles, transfer rules
    • Configure budget controls including cycle time spans, budget parameters, budget fund availability...
    • ... options, budget control rules and groups, and over-budget permissions
    • Implement budget workflows
    • Create and configure registry entries
    • Perform budget checks on documents and journals
    • Create a budget plan including scenarios, stages, allocation stages, stage allocations, templates
    • Define a budget planning process and plan a budget
  • Module 8: Configure and manage fixed assets

    The way in which fixed assets are handled must correspond to both international accounting standards and the accounting legislation in each country/region. Requirements might include rules for recording acquisition and disposal transactions, depreciation, lifetimes, and write-ups and write-downs of fixed assets. The Fixed assets functionality incorporates many of these standards and rules.

    Lessons

    • Introduction
    • Lesson 1: Configure Fixed assets components
    • Lesson 2: Manage Fixed assets
    • Lesson 3: Fixed asset acquisition, depreciation and disposal
    • Lesson 4: Fixed asset integration
    • Module summary
    • Knowledge Check

    Lab : Exercise 1: Configure fixed assets components

    Lab : Exercise 2: Set up and create depreciation profiles

    Lab : Exercise 3: Acquiring an Asset Using the Fixed Assets Journal

    Lab : Exercise 4: Depreciating and disposing an asset

    You have learned how to:

    • Implement and manage fixed assets
    • Create fixed assets and fixed assets groups
    • Describe and configure fixed asset books and depreciation
    • Configure Fixed asset parameters
    • Fixed asset acquisition and depreciation
    • Fixed asset leasing
    • Dual currency with Fixed assets
    • Organization-wide fixed asset identifiers
    • Fixed asset disposal
    • Create fixed asset budgets and transfer the budgets to the budgeting module
    • Estimate and perform an elimination of a project to a fixed asset

Teamträning

Microsoft Dynamics 365 Finance Training FAQs

  • Is this course part of a certification path?

    Yes, this course is part of multiple certification paths within Dynamics. See Dynamics Certification paths here.

Questions about which training is right for you?

call 08-506 668 00





Why do we require your location?

It allows us to direct your request to the appropriate Customer Care team.

100% Satisfaction Guaranteed

Your Training Comes with a 100% Satisfaction Guarantee!*

*Partner-delivered courses may have different terms that apply. Ask for details.

Online (AnyWare)
Online (AnyWare)
Online (AnyWare)
Herndon, VA / Online (AnyWare)
New York / Online (AnyWare)
Herndon, VA / Online (AnyWare)
Why do we require your location?

It allows us to direct your request to the appropriate Customer Care team.

Hur föredrar du att bli kontaktad:

Please Choose a Language

Canada - English

Canada - Français