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):
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MB-310T01-A: Configure and use essential components of financial management in Dynamics 365 for FO
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MB-310T02-A: Configure and use accounts payable, receivable, and collections in Finance and Operations
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MB-310T03-A: Configure and use budgeting, fixed assets, and additional functionality in Finance and Operations
Course Outline
MB-310T01-A:
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
MB-310T02-A:
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
MB-310T03-A:
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