Microsoft Dynamics 365 Finance (MB-310T00-A)

About This Course

This course discusses: - Core common features of Dynamics 365 for Finance and Operations - Core configuration in Dynamics 365 for Finance and Operations - Data migration and preparing for go-live with Dynamics 365 for Finance and Operations Organizations use Dynamics 365 for Finance and Operations to reduce operational costs and rapidly respond to changing business needs. This solution lets organizations achieve these goals. This course discusses core components and configuration of Microsoft Dynamics 365 for Finance and Operations, and data migration and preparing for go-live.


Audience Profile

A Dynamics 365 for Finance and Operations 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 box capabilities, codeless extensibility, application and service integrations. The Dynamics 365 for Finance and Operations (FO) developer is a key technical resource that implements and extends the application to meet the requirements of the business. The Dynamics 365 FO developer is accountable for the quality and successful translation of solution requirements into critical system functionality. The developer provides fully realized solutions by using standardized application coding patterns, extensible features, and external integrations. They have deep knowledge and experience using the underlying framework, data structures, and objects associated with the Dynamics 365 FO solution to deliver best in class functionality. The Dynamics 365 for Finance and Operations Solution Architect (DSA) is a trusted advisor who consults with organizations and implementation team members to refine business needs into a well-defined and cost-effective solution. The DSA is accountable for the integrity and successful delivery of the complete solution design. The Architect provides critical guidance and support from pre-sales through the remainder of the project lifecycle. They have great breadth of knowledge and experience spanning business needs and product capabilities. They have broad Dynamics 365 Financial and Operations functional and technical expertise as either a Consultant (MB-300) or Developer (MB-500). In addition, they have extensive domain knowledge in one or more customer verticals.


At Course Completion

After completing this course students will be able to:

  • Get started with Lifecycle Services for Dynamics 365 for Finance and Operations
  • Use Lifecycle Services to design and plan implementation for Dynamics 365 for Finance and Operations
  • Have an overview of reporting and analytics in Dynamics 365 for Finance and Operations
  • Build and test mobile apps for Dynamics 365 for Finance and Operations
  • Create, maintain, and use workflows in Dynamics 365 for Finance and Operations
  • Set up and configure legal entities in Dynamics 365 for Finance and Operations
  • Manage users and security in Dynamics 365 for Finance and Operations
  • Perform personalization in Dynamics 365 for Finance and Operations
  • Implement common integration features in Dynamics 365 for Finance and Operations
  • Prepare data for migration and migrate data to Dynamics 365 for Finance and Operations
  • Use data management in Dynamics 365 for Finance and Operations
  • Perform user acceptance testing for Dynamics 365 for Finance and Operations
  • Prepare for go-live


Pokaz szczególy

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: Configure Accounts Payable


Module 14: Perform Accounts Payable Daily Procedures


Module 15: Use Accounting Distribution and Invoice Validations


Module 16: Configure Accounts Receivable


Module 17: Perform Accounts Receivable Daily Procedures


Module 18: Configure Credit and Collections


Module 19: Process Credit and Collections


Module 20: Configure Post


Module 21: Configure and Use Basic Budgeting and Budget Control Processes


Module 22: Configure and Use Budget Planning Processes


Module 23: Configure Fixed Assets Management


Module 24: Manage Fixed Assets


Module 25: Configure and Use Cost Accounting


Module 26: Configure and Use Periodic Processes


Module 27: Configure the Electronic Reporting Framework


Module 28: Configure Localized Features


Module 29: Configure Financial Management for Public Sector


Module 30: Course Conclusion