MB-310T00: Manage Financial Operations with Dynamics 365 Finance

About this course

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. Audience Profile As a Dynamics 365 for Finance and Operations Functional Consultant, you analyze business requirements and translate them into fully realized business processes and solutions that implement industry-recommended practices. You have a fundamental understanding of accounting principles and a deeper understanding of financial operations as they relate to core finance, manufacturing, retail, and supply chain management operations. You specialize in one or more feature sets of Dynamics 365 Finance including core finance, general ledger, tax, cost accounting, cost management, fixed assets, asset leasing, budgeting, revenue recognition, consolidation and elimination, credit and collections, cash and bank management, and expense management. You understand the relationships between finance and manufacturing, retail, and supply chain management.

Instructor-led training for professionals and companies in Chile. Request dates, schedules, seats and commercial terms. Training hours and daily scheduling follow Netsolutions planning and are confirmed in the commercial proposal.

Course syllabus

1. Configure financial management
2. Get started with Dynamics 365 Finance
3. Configure currencies in Dynamics 365 Finance
4. Create fiscal calendars, years, and periods in Dynamics 365 Finance
5. Get started with chart of accounts in Dynamics 365 Finance
6. Set up chart of accounts in Dynamics 365 Finance
7. Set up financial dimensions in Dynamics 365 Finance
8. Set up ledgers and journals in Dynamics 365 Finance
9. Perform general ledger daily procedures in Dynamics 365 Finance
10. Intercompany accounting in Dynamics 365 Finance
11. Configure ledger allocations and accruals in Dynamics 365 Finance
12. Configure and perform periodic processes in Dynamics 365 Finance
13. Work with analytics and reporting in finance and operations apps
14. Configure cash and bank management in Dynamics 365 Finance
15. Customer and vendor netting in Dynamics 365 Finance
16. Set up taxes in Dynamics 365 Finance
17. Work with taxes in Dynamics 365 Finance
18. Manage accounts receivable
19. Set up accounts receivable in Dynamics 365 Finance
20. Get started with accounts receivable daily procedures in Dynamics 365 Finance
21. Set up credit and collections in Dynamics 365 Finance
22. Process credit and collections in Dynamics 365 Finance
23. Implement cost management in Dynamics 365 Finance
24. Get started with subscription billing in Dynamics 365 Finance
25. Recurring contract billing in Dynamics 365 Finance
26. Revenue and expense deferrals in Dynamics 365 Finance
27. Manage accounts payable
28. Configure Accounts payable in Dynamics 365 Finance
29. Work with accounts payable daily procedures in Dynamics 365 Finance
30. Work with accounting distributions, invoice validations, and settlements in Dynamics 365 Finance
31. Set up and use Intelligent OCR for vendor invoices in Dynamics 365 Finance
32. Get started with Expense management in Dynamics 365 Project Operations
33. Set up and configure Expense management in Dynamics 365 Project Operations
34. Perform budgeting and forecasting
35. Set up and use basic budgeting Dynamics 365 Finance
36. Set up and use budget control in Dynamics 365 Finance
37. Configure and use budget planning in Dynamics 365 Finance
38. Administer fixed assets and inventory
39. Configure fixed assets management in Dynamics 365 Finance
40. Set up and acquire fixed assets in Dynamics 365 Finance
41. Manage fixed assets in Dynamics 365 Finance
42. Work with fixed asset deprecation and disposal in Dynamics 365 Finance