MB-310 Finance | D365FO | On-demand course

Current Status

Not Enrolled

Price

Closed

Get Started

This course is currently closed

This course update is work-in-progress. We expect the update to be complete on February 15th.

Please enjoy the modules ready so far. And for the rest, please refer to the MB-310 Finance, also included in your course access.

Sorry for any inconvenience!

Course Content

Expand All

0: Course overview (MB-310 - 202010Upd

0.1: Introduction (MB-310 – 202010UPD) 1 Lesson

Expand

Module Content

0% Complete 0/1 Steps

Introduction (MB-310L0.1.1)

0.2: Module Overview 1 Lesson

Expand

Module Content

0% Complete 0/1 Steps

Module overview (MB-310L0.2.1)

1: Overview of Dynamics 365 Finance (MB-310 - 202010Upd)

1.1: Overview of Dynamics 365 Finance Features and capabilities (MB-310 – 202010UPD) 7 Lessons

Expand

Module Content

0% Complete 0/7 Steps

Financial management in Dynamics 365 Finance apps (MB-310L1.1.1)

Enhance your financial decision making with AI (MB-310L1.1.2)

Unify and automate your financial processes (MB-310L1.1.3)

Reduce operational expenses (MB-310L1.1.4)

Accelerate your business growth (MB-310L1.1.5)

Decrease global financial complexity and risk (MB-310L1.1.6)

Elevate your financial performance (MB-310L1.1.7)

1.2: Core components of Dynamics 365 Finance 2 Lessons

Expand

Module Content

0% Complete 0/2 Steps

Microsoft ecosystem supporting modern finance by using Dynamics 365 Finance (MB-310L1.2.1)

Dynamics 365 provides the foundation to optimize finance (MB-310L1.2.2)

1.3: Overview of financial management modules in Dynamics 365 Finance 11 Lessons

Expand

Module Content

0% Complete 0/11 Steps

Introduction (MB-310L1.3.0)

Financial management Overview (MB-310L1.3.1)

General ledger Overview (MB-310L1.3.2)

Cash and bank management (MB-310L1.3.3)

Configure, collect, and process tax (MB-310L1.3.4)

Accounts payable (MB-310L1.3.5)

Accounts receivable (MB-310L1.3.6)

Credit and collections (MB-310L1.3.7)

Budgeting (MB-310L1.3.8)

Fixed assets (MB-310L1.3.9)

Cost accounting (MB-310L1.3.10)

1.4: Benefits of Dynamics 365 Finance 1 Lesson

Expand

Module Content

0% Complete 0/1 Steps

Foundational accounting and finance (MB-310L1.4.1)

2: Set up and configure financial management (MB-310 - 202010Upd)

2.0: Introduction (MB-310M2.0) 1 Lesson

Expand

Module Content

0% Complete 0/1 Steps

Introduction (MB-310L2.0.1)

2.1: Legal entity (MB-310 – 202010UPD) 4 Lessons

Expand

Module Content

0% Complete 0/4 Steps

Overview (MB-310L2.1.1)

Number sequences (MB-310L2.1.2)

Create organization hierarchies (MB-310L2.1.2)

Scenario (MB-310L2.1.3)

2.2: Ledger (MB-310) 2 Lessons

Expand

Module Content

0% Complete 0/2 Steps

Ledger

Ledger form (MB-310L2.4.2)

2.3: Chart of accounts, financial dimensions, and account structures 11 Lessons

Expand

Module Content

0% Complete 0/11 Steps

Define and configure the Chart of accounts (MB-310L2.3.1)

Plan the chart of accounts (MB-310L2.3.2)

Considerations when planning for a chart of accounts (MB-310L2.3.3)

Define and configure the chart of accounts (MB-310L2.3.4)

Main Account Information (MB-310L2.3.5)

Ledger account alias (MB-310L2.3.6)

Allocation Terms (MB-310L2.3.7)

Accounts for Automatic Transactions (MB-310L2.3.8)

Financial dimensions (MB-310L2.3.9)

Financial Dimension Sets (MB-310L2.3.10)

Account structures and Advanced rules (MB-310L2.3.11)

2.4: Fiscal calendars, years, and periods (MB-310) 3 Lessons

Expand

Module Content

0% Complete 0/3 Steps

Overview: Fiscal calendars, years, and periods (MB-310L2.4.1)

Fiscal calendars, fiscal years, and periods (MB-310L2.4.2)

Date intervals (MB-310L2.4.3)

2.5: Currencies and exchange rates 5 Lessons

Expand

Module Content

0% Complete 0/5 Steps

Currencies (MB-310L2.5.1)

Accounting and Reporting Currencies (MB310L2.5.2)

Dual currency (MB-310L2.5.3)

Configure Exchange rate types (MB-310L2.5.4)

Import Exchange rates (MB-310L2.5.5)

2.6: Configure Journals 3 Lessons

Expand

Module Content

0% Complete 0/3 Steps

What is a journal (MB-310L2.6.1)

Journal types (MB-310L2.6.2)

Configure Journal names (MB-310L2.6.3)

2.7: Working with journals 4 Lessons

Expand

Module Content

0% Complete 0/4 Steps

Batch transfer rules (MB-310L2.7.1)

View journal entries and transactions (MB-310L2.7.2)

Journal daily procedures and tools (MB-310L2.7.3)

Posting journals (MB-310L2.7.4)

2.8?: Allocations and accruals 3 Lessons

Expand

Module Content

0% Complete 0/3 Steps

Ledger allocation rules (MB-310L2.8.2)

Allocation terms (MB-310L2.8.1)

Accrual schemes (MB-310L2.8.3)

2.9? Intercompany accounting 3 Lessons

Expand

Module Content

0% Complete 0/3 Steps

Set up intercompany accounting (MB-310L2.9.1)

Post intercompany transactions in journals (MB-310L2.9.2)

Trace an intercompany entry (MB-310L2.9.3)

2.8: Configure Cash and Bank management 1 Lesson

Expand

Module Content

0% Complete 0/1 Steps

Configure cash and bank management (MB-310L2.8.1)

2.9: Manage Cash and Bank

2.10: Implement cost accounting and cost management

2.11: Perform periodic processes

2.12: Configure, collect, and report taxes

3: Implement and manage shared configuration for AP and AR (MB-310 - 202010Upd)

3.0: Introduction to Shared configuration for AP and AR

3.1: Configure Terms of payments (MB-310 – 202010UPD) 1 Lesson

Expand

Module Content

0% Complete 0/1 Steps

3.1.1: Terms of Payment

3.2: Configure payment days, and payment schedules 2 Lessons

Expand

Module Content

0% Complete 0/2 Steps

3.2.1: Payment Days

3.2.2: Payment Schedules

3.3: Configure Cash discounts 1 Lesson

Expand

Module Content

0% Complete 0/1 Steps

3.3.1: Cash discounts

3.4: Configure Payment calendar 1 Lesson

Expand

Module Content

0% Complete 0/1 Steps

3.4.1: Payment calendars

3.5: Configure Payment fees 1 Lesson

Expand

Module Content

0% Complete 0/1 Steps

3.5.1: Payment fee

4: Implement and manage accounts payable (MB-310 - 202010Upd)

4.0: Introduction to Accounts Payable

4.1: Methods of payments in AP 2 Lessons

Expand

Module Content

0% Complete 0/2 Steps

4.1.1: Methods of Payment

4.1.2: File formats and payment specification

4.2: Vendors and Vendor groups 2 Lessons

Expand

Module Content

0% Complete 0/2 Steps

4.2.1: Vendor groups

4.2.2: Vendors

4.3: Vendor posting profile 3 Lessons

Expand

Module Content

0% Complete 0/3 Steps

4.3.1: Posting Profiles

4.3.2: Table restrictions

4.3.3: Parameter settings

4.4: Invoice validation policies 3 Lessons

Expand

Module Content

0% Complete 0/3 Steps

4.4.1: Validation and matching policies

4.4.2: Demo scenario

4.4.3: Invoice matching

4.5: Process orders, invoices, and payments 7 Lessons

Expand

Module Content

0% Complete 0/7 Steps

4.5.1: Procure-to-purchase-to-pay processes

4.5.2: Invoice register, Invoice pool, Invoice approval

4.5.3: Invoice Journal

4.5.4: Vendor invoices form

4.5.5: Payment journal

4.5.6: Payment proposal

4.5.7: Reverse a vendor payment

4.6: Vendor collaboration portal 4 Lessons

Expand

Module Content

0% Complete 0/4 Steps

4.6.1: Introduction

4.6.2: Vendor response and Purchase order status

4.6.3: Configure Vendor Collaboration

4.6.4: Using Invoicing workspace for Vendor collaboration

4.7: Charges in AP 3 Lessons

Expand

Module Content

0% Complete 0/3 Steps

4.7.0: Introduction

4.7.1: Configure charges

4.7.2: Use charges

4.8: Configure and use Positive pay 3 Lessons

Expand

Module Content

0% Complete 0/3 Steps

4.8.0: Introduction to Positive pay

4.8.1: Configure Positive pay

4.8.2: Use Positive Pay

5: Implement and manage expense management (MB-310 - 202010Upd)

5.1: Introduction to Expense Management 2 Lessons

Expand

Module Content

0% Complete 0/2 Steps

5.1.1: Introduction

5.1.2: The overall process flow

5.2: Configure Expense Management 8 Lessons

Expand

Module Content

0% Complete 0/8 Steps

5.2.1: Introduction

5.2.2: Expense categories

5.2.3: Per diems

5.2.4: Financial management

5.2.5: Parameters

5.2.6: Workflows

5.2.7: Expense policies

5.2.8: Audit policies

5.3: Use Expense Management 4 Lessons

Expand

Module Content

0% Complete 0/4 Steps

5.3.1: Expense management workspace

5.3.2: Expense reports

5.3.3: Expense receipt processing

5.3.4: Audit workbench

6 Implement and manage accounts receivable and credit and collections (MB-310 - 202010Upd)

6.0: Introduction to Accounts Receivable

6.1: Methods of Payment 3 Lessons

Expand

Module Content

0% Complete 0/3 Steps

6.1.1: Methods of Payments

6.1.2: File formats and payment specification

6.1.3: Credit card payment service

6.2: Customers and Customer groups 3 Lessons

Expand

Module Content

0% Complete 0/3 Steps

6.2.1: Customer groups

6.2.2: Customers

6.2.3: Credit limits

6.3: Customer posting profile 2 Lessons

Expand

Module Content

0% Complete 0/2 Steps

6.3.1: Posting profiles

6.3.2: Table restrictions

6.4: Process orders, invoices, and payments 8 Lessons

Expand

Module Content

0% Complete 0/8 Steps

6.4.0: Introduction

6.4.1: Comparing a Free Text Invoice and a Sales order Invoice

6.4.2: Create a Free text invoice

6.4.3: Create a Free text invoice Template

6.4.4: Recurring Free text invoices

6.4.5: Correct a Free text invoice

6.4.6: Sales order invoicing

6.4.7: Payments

6.5: Charges in Accounts receivable 3 Lessons

Expand

Module Content

0% Complete 0/3 Steps

6.5.0: Introduction

6.5.1: Configure charges

6.5.2: Use charges

6.6: Credit and collections 7 Lessons

Expand

Module Content

0% Complete 0/7 Steps

6.6.0: Introduction to Credit Management

6.6.1: Configure Accounts receivables and Credit and collections

6.6.2: The workspace Customer credit and collections

6.6.3: Account statement

6.6.4: Interest notes

6.6.5: Collection letters

6.6.6: Cases and Activities

6.7: Revenue recognition 1 Lesson

Expand

Module Content

0% Complete 0/1 Steps

6.7.1: Introduction to Revenue recognition

7: Configure and manage budgeting (MB-310 - 202010Upd)

7.1: Configure and use basic budgeting (MB-310 – 202010UPD)

7.2: Configure and use budget controls

7.3: Create and configure registry entries

1 of 2

Course Content

Cookies