Duration: 4 Days
The MB-310 (Microsoft Dynamics 365 Finance) certification BootCamp course from CloudThat has been curated for candidates to help them prepare for Microsoft MB-310 exam. By taking up this BootCamp course, candidates will receive training from our in-house subject matter experts to successfully clear the exam. We also provide relevant study material necessary to pass the MB-310 certification exam to become a Microsoft certified Dynamics 365 Finance Functional Consultant.
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.
A Dynamics 365 Finance 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...Read more
After completing this course, candidates will be able to:
Module 1: Financial Management
In this module, you will learn some of benefits of financial management of Dynamics 365 for Finance and Operations.
Module 2: Configure Currencies
Currency setup is a required step in the configuration of the system and is used to record financial transactions. This module explains currency management in Finance and Operations.
Module 3: Create Fiscal Calendars, Years and Periods
Before posting transactions, a new fiscal year must be divided into periods. A benefit of sharing fiscal calendars is that this supports multiple fiscal calendars for each legal entity. In this module, you will learn how to set fiscal year in Finance and Operations to any length and divided into any number of periods.
Module 4: Configure Chart of Accounts
A chart of accounts is a set of main accounts in Finance and Operations that captures financial information upon posting a journal. In this module, you will learn how to configure chart of accounts.
Module 5: Configure Ledger and Journals
A journal is a worksheet that you can use before you manually enter postings into the system. In this module, you will learn how to set, configure, and use a journal, ledger and posting of the General ledger module.
Module 6: Configure Cash and Bank Management
In Dynamics 365 for Finance and Operations, organizations use the Cash and bank management module to create and maintain bank accounts. In this module, learn how to configure the cash and bank management module.
Module 7: Use Cash and Bank Management
This module covers the main procedures in the Cash and bank management module in Finance and Operations. You learn how to work with cash and bank management workspaces such as Bank management and Cash overviews. You also learn about the processes and procedures for cash and bank management, like how to make deposits and cancel payments (deposits).
Module 8: Configure Letters of Credit and Guarantees
In this module, you will learn what are the bank letters and how to configure letters of credit in order to create bank documents that are commonly used for the purchase and sale of goods across international borders and letters of guarantees.
Module 9: Perform Daily Procedures
In this module, you will learn how to \ review, change, and verify completed journals until they are ready for posting. You can set up restrictions on the company, account type, and segment values.
Module 10: Intercompany Accounting
In this module, you will learn how to perform Intercompany accounting to help organizations by providing a single-entry point for transactions affecting multiple companies.
Module 11: Configure Ledger Allocations and Accruals
In this module, learn how to configure accruals and ledger allocations.
Module 12: Configure Sales Tax
In this module, learn how to perform tax calculation, tax reporting, and configure tax components, such as sales tax authorities, settlement periods, and the sales tax codes.
Module 13: Configure Accounts Payable
In this module, learn how to set up different vendor payment options.
Module 14: Perform Accounts Payable Daily Procedures
This module explains how to manage and apply prepayments, record invoices, and process payments.
Module 15: Use Accounting Distribution and Invoice Validations
This module explains how to settle transactions and undo settlement and distribute funds by using accounting distributions. You will also learn how to perform invoice matching.
Module 16: Configure Accounts Receivable
This module provides information about the configuration of essential components of the Accounts receivable module and the customer setup for efficient management of customers and customer transactions in Finance and Operations.
Module 17: Perform Accounts Receivable Daily Procedures
In this module, learn how to create free text invoices and receive payments from customers and deposit to the bank. You also learn how to refund a customer for the over payment amount or any other reasons like customer returns scenario which you need to refund the customer not only the payment but also the tax that has been collected, using reversals and use transaction reversals in Accounts receivable. You also learn how to distribute funds by using Accounting distributions in a free text invoice.
Module 18: Configure Credit and Collections
This module explains how to manage delinquent customers by configuring the Credit and collections module in Dynamics 365 for Finance and Operations.
Module 19: Process Credit and Collections
This module teaches how to process Credit and collections.
Module 20: Configure Postdated Checks
Microsoft Dynamics 365 for Finance and Operations supports the full management cycle for post-dated checks in both Accounts receivable and Accounts payable. This module teaches how to set up and process post-dated checks.
Module 21: Configure and Use Basic Budgeting and Budget Control Processes
This module provides information about the how to configure and use basic budgeting and budget control.
Module 22: Configure and Use Budget Planning Processes
An organization can configure budget planning, and then set up budget planning collaborative processes to meet its policies, procedures, and requirements for budget preparation. This module explains how to configure and test Budget planning processes.
Module 23: Configure Fixed Assets Management
This module starts with explaining fixed assets concepts and then teaches you how to configure and use the Fixed assets module in Dynamics 365 for Finance and Operations.
Module 24: Manage Fixed Assets
In this module, you will learn how to process and manage fixed assets.
Module 25: Configure and Use Cost Accounting
In this module, you will learn how to create a cost accounting report by using the Cost accounting Get started wizard.
Module 26: Configure and Use Periodic Processes
In this module, you will learn how to configure financial period close, preparing filings, inventory closing and other related tasks.
Module 27: Configure the Electronic Reporting Framework
In this module, learn how to configure Electronic Reporting (ER)
Module 28: Configure Localized Features
This module explains how to configure some examples of regional features in Finance and Operations.
Module 29: Configure Financial Management for Public Sector
In this module, you will learn how to set up funds for the public sector, configure billing codes for free text invoices, advanced ledger entries functionalities for the public sector and understand bank reconciliation methods.
Module 30: Course Conclusion
This module comprises final assessment and course summary, as well as a post-course survey for the course.
Microsoft Dynamics Certified Trainer.
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