Course DTC-MB-310
Dynamics 365 Finance and Operations Finance Bootcamp

Course Description

Organizations use Dynamics 365 for Finance and Operations to elevate their financial performance by increasing profitability, optimizing 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 in Dynamics 365 for Finance and Operations.


Who Should Attend

A Dynamics 365 for Finance and Operations Functional Consultant who 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.


This audience typically includes Dynamics 365 for Finance and Operations partner staff, such as solution architects, functional consultants, and project managers. This exam is also appropriate for sales staff who have a business software solution background and who want to demonstrate foundational understanding of the Finance and Operations application.

This course incorporates content from Microsoft Official Courses (MOC):

  • MB-310T01-A: Configure and use essential components of financial management in Dynamics 365 for FO

  • MB-310T02-A: Configure and use accounts payable, receivable, and collections in Finance and Operations

  • MB-310T03-A: Configure and use budgeting, fixed assets, and additional functionality in Finance and Operations

Course Outline


Module 1: Financial Management

Module 2: Configure Currencies

Module 3: Create fiscal calendars, years and periods

Module 4: Configure Chart of Accounts

Module 5: Configure Ledger and Journals

Module 6: Configure Cash and Bank Management

Module 7: Use Cash and Bank Management

Module 8: Configure Letters of Credit and Guarantees

Module 9: Perform Daily Procedures

Module 10: Intercompany Accounting

Module 11: Configure Ledger Allocations and Accruals

Module 12: Configure Sales Tax

Module 13: Course Conclusion



Module 1: Configure Accounts Payable

Module 2: Perform Accounts Payable Daily Procedures

Module 3: Use Accounting Distribution and Invoice Validations

Module 4: Configure Accounts Receivable

Module 5: Perform Accounts Receivable Daily Procedures

Module 6: Configure Credit and Collections

Module 7: Process Credit and Collections

Module 8: Course Conclusion


Module 1: Configure Post-Dated Checks

Module 2: Configure and Use Basic Budgeting and Budget Control Processes

Module 3: Configure and Use Budget Planning Processes

Module 4: Configure Fixed Assets Management

Module 5: Manage Fixed Assets

Module 6: Configure and Use Cost Accounting

Module 7: Configure and Use Periodic Processes

Module 8: Configure the Electronic Reporting Framework

Module 9: Configure Localized Features

Module 10: Configure Financial Management for Public Sector

Module 11: Course Conclusion

This instructor-led class scheduled to run 5 days

February 24-28, 2020



(Price includes Free Retakes within 12 months,  $150.00 voucher for Dynamics 365 Finance and Operations Finance MB-310 exam)

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5850 T.G. Lee Blvd.

STE 520

Orlando, FL. 32822

Tel: 239-319-3283