Information Technology
MB-310T00 Dynamics 365 for Finance and Operations, Financials
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
4 Days
32 Hrs
8 Lessons
Course Objectives
Understand and perform financial duties in Dynamics 365 Finance
Agenda
- 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
- 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
- Configure Terms of payment
- Configure payment days, and payment schedules
- Configure Cash discounts
- Configure Payment calendar
- Configure Payment fees
- Create and maintain Accounts payable method of payments
- Create and maintain Vendor groups and vendors
- Create and configure vendor posting profile
- Configure invoice validation policies
- Process orders, invoices, and payments
- Enable and test vendor collaboration portal for a vendor
- Configure accounts payable charges
- Configure and use Positive pay
- Configure and use expense management
- 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
- Configure and use basic budgeting
- Configure and use budget controls
- Create and configure registry entries
- Configure and use budget planning
- Configure Fixed assets components
- Manage Fixed assets
- Fixed asset acquisition, depreciation and disposal
- Fixed asset integration
FREE
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Course Type: Instructor Led