MB-310 | Dynamics 365 Finance — Live Online Training

Build practical Finance skills

Understand the essential concepts and processes in Dynamics 365 Finance, and learn to apply them through instructor-led demonstrations and hands-on exercises.

Our focus is enablement: confident use of the system and a thorough understanding of how financial processes work together. If Microsoft certification is your goal, complement the live training with guided self-study and targeted MB-310 exam preparation.

Why choose our training?

Very small groups: Learn in English with close instructor contact, questions and discussion of practical business scenarios.

Essential concepts in depth: Understand how Finance works and why, through explanations, demonstrations and practical exercises.

Half-day format: We are planning November–December 2026 cohorts with focused live sessions and time between sessions to prepare and practise. Dates and the final schedule will be agreed before booking.

Certification support: We guide your self-study and exam preparation. Live teaching focuses on essential functionality rather than covering every exam objective.

Effective learning methodology

Our proven learning methodology “Prepare-Participate-Practice” offers a structured and supportive learning journey.

The live sessions are just the beginning, you’ll also benefit from a variety of additional learning resources to significantly enhance your overall learning experience.

  • Prepare: e.g. by watching a video.
  • Participate: Be an active part of the live sessions.
  • Practice: Maintain and extend your learning after the live course.

We’ll equip you with the knowledge and skills you need to succeed with Dynamics 365 Finance and Operations and ensure a learning journey far beyond the training sessions.

Find out more about our “Prepare-Participate-Practice” approach.

 
Frequently asked questions

Next planned cohort: November–December 2026

Interested in joining a very small live online group? Contact us for the proposed schedule and a training offer.

Teaching is in English. Final dates, session length and booking terms will be confirmed with you before purchase.

Your course instructor is our training lead Finn Nielsen-Friis (MCT).

View course package

What you get

A structured Prepare–Participate–Practice learning journey, with live teaching, practical exercises and resources for continued learning.

The package details below describe our existing offering. For the planned November–December cohort, the final session schedule, training-environment access and exam-preparation resources will be confirmed in your offer before booking.

  • Link to Dashboard in AXcademy – one-stop for all information
    • Overview of courses
    • Links to live sessions
    • Preparation materials
    • Live recordings and presentations used
    • Practice exercises
  • Videos, presentations, et al.
  • Instructor-led live online sessions in English, with demonstrations, questions and practical exercises.
  • The November–December cohort is planned as half-day sessions. The final number of sessions and total teaching hours will be confirmed in your offer.
  • Recorded live sessions (accessible for 30 days after the course).
  • Presentations used during the sessions.
  • Hands-on exercises and recommended resources to consolidate and extend your knowledge.
  • Guidance on self-study and targeted exam preparation.
  • Our existing package includes a standard MB-310 training environment with Contoso demo data,  with 180 days of access from activation.

For the planned November–December cohort, the included resources and access periods will be confirmed in your offer before booking.

MB-310 topic reference: live training and self-study

Set up and configure financial management

Define and configure the chart of accounts

  • Describe use cases for financial dimensions
  • Define and configure the chart of accounts and main accounts
  • Describe use cases for main accounts categories, ledger account aliases, and balance control accounts
  • Configure financial dimensions and dimension sets
  • Configure legal entity overrides for financial dimensions and main accounts
  • Create and configure account structures and advanced rules
  • Configure financial tags
  • Configure derived dimensions and financial dimension default templates
  • Configure accounts for automatic transactions

Configure ledgers and currencies

  • Configure and manage fiscal calendars, years, and periods
  • Configure the ledger
  • Describe and configure batch transfer rules
  • Set up currencies and conversions for a legal entity
  • Configure currency exchange types and rates

Implement and manage journals

  • Describe options for implementing voucher numbers in journals
  • Configure journal names
  • Set up journal controls and posting restriction rules
  • Describe and configure journal workflow approvals
  • Create voucher templates
  • Describe use cases for periodic journals and deferrals
  • Configure and apply accrual schemes
  • Set up intercompany accounting
  • Create templates to edit journals in Microsoft Excel
  • Perform reversing entries

Implement and manage cash and bank

  • Create and maintain bank groups and bank accounts
  • Describe electronic payment formats
  • Configure and process bank reconciliations including advanced bank reconciliations
  • Configure the cash flow forecast setup
  • Configure the cash flow automation setup
  • Enable and configure summarized bank transactions for vendor and customer payments

Implement cost accounting and cost management

  • Describe cost accounting processes and terms
  • Describe and configure the costing sheet including indirect costs
  • Configure cost groups
  • Implement inventory costing versions
  • Differentiate between inventory costing methodologies
  • Configure item model groups
  • Configure item groups and inventory posting profiles
  • Perform inventory closing and adjustment processes
  • Configure cost categories
  • Set up inventory value reports

Perform periodic processes

  • Define and demonstrate periodic closing processes and end-of-year processes
  • Perform financial consolidation and elimination processes
  • Describe use cases and options for performing allocations
  • Implement foreign currency revaluation processes
  • Create and manage financial reports including modifying row, column, report definitions, and reporting tree

Configure, collect, and report taxes

  • Configure tax groups, tax codes, settlement periods, and jurisdiction
  • Configure tax ledger posting groups
  • Settle and post sales tax
  • Configure withholding tax groups, tax codes, and authorities

Implement accounts receivable, credit, collections, and revenue recognition

Implement and manage accounts receivable

  • Set up customers and customer groups
  • Configure and process free text invoices
  • Process sales order invoices and credit memos
  • Configure customer payment setup
  • Configure accounts receivable charges
  • Manage customer holds
  • Set up customer posting profiles
  • Process customer payments
  • Enable and configure customer change approvals
  • Perform foreign currency revaluation

Manage credit and collections

  • Configure credit management processes
  • Configure collections management processes
  • Manage delinquent customers
  • Prepare and send customer account statements
  • Manage customer credit limits and credit holds
  • Set up and process collection letters and interest notes
  • Configure aging definitions
  • Process aged balances

Configure revenue recognition

  • Configure journals and parameters for revenue recognition
  • Configure and implement revenue schedules
  • Enter and process revenue recognition transactions
  • Configure and use bundles

Implement and manage accounts payable and expenses

Implement and manage accounts payable

  • Configure invoice validation policies and invoice matching setup
  • Set up vendor groups, vendors and vendor posting profiles
  • Process purchase order invoices and credit memos
  • Configure vendor payments including payment terms, method of payments, and payment calendars
  • Configure accounts payable charges and apply changes to an invoice
  • Configure bank accounts and bank account approvals for vendors
  • Enable and configure vendor change approvals
  • Perform foreign currency revaluation
  • Configure vendor invoices and payment automation
  • Process the vendor invoice journal including voyage cost

Configure and use expense management

  • Configure expense management including categories, per diem options, mileage expenses, intercompany expenses, and personal expenses
  • Configure workflows for expense management
  • Describe use cases for expense management policies and the audit workbench
  • Describe and configure credit card processing
  • Create and manage expense reports
  • Configure and manage cash advance settings
  • Create and manage travel requisitions

Manage budgeting

Implement basic budgeting

  • Configure budgeting components including budget models, codes, allocation terms, and transfer rules
  • Create and configure budget register entries
  • Compare budgeted values with actual values
  • Implement budget register entry workflows

Configure and manage budget controls

  • Configure budget controls including budget parameters, budget fund availability options, budget control rules and groups, and over-budget permissions
  • Perform budget checks on documents and journals
  • Configure budget cycle time spans
  • Activate or deactivate budget control configurations

Configure and process budget plans

  • Define a budget planning process
  • Create or generate a budget plan
  • Configure budget planning by using scenarios, stages, allocation stages, stage allocations, and templates
  • Create a budget plan template
  • Configure and manage a budget planning workflow

Manage fixed assets

Implement and manage fixed assets

  • Create fixed asset groups and other fixes asset attributes
  • Configure fixed asset posting profiles
  • Configure fixed asset parameters
  • Describe the fixed asset lifecycle
  • Configure fixed asset books
  • Configure depreciation profiles
  • Create and manage fixed asset
  • Manage fixed asset groups and books mapping

Process fixed asset transactions

  • Process fixed asset disposal by using free text invoices
  • Process fixed asset acquisitions by using purchase orders, journals, and projects
  • Create fixed asset budgets and transfer the budgets to the budgeting module
  • Process fixed asset depreciation
  • Process fixed asset disposals and other transactions by using the fixed asset journal
  • Process fixed asset split, reclassification, and transfer

Implement asset leasing

  • Configure asset leasing
  • Manage asset leases
  • Analyze asset lease reports

Frequently Asked Questions

Our Prepare–Participate–Practice approach connects preparation, live teaching and continued practice.

Prepare

Review the recommended material before each session, so you arrive familiar with the concepts and terminology.

Participate

Join focused instructor-led sessions, ask questions and work through demonstrations and practical examples. The planned November–December format uses half-day sessions; the final schedule will be agreed before booking.

Practice

Consolidate your learning through exercises, session recordings and recommended resources. Use guided self-study to extend your knowledge and prepare for certification.

Our existing package includes a Dynamics 365 training environment with standard Contoso demo data, available for 180 days from activation for exercises during and after the course.

For the planned November–December cohort, training-environment inclusion and the access period will be confirmed in your offer before booking.

In our existing package, course materials and recordings remain available for 30 days after the course. Training-environment and practice-test access lasts 180 days from activation.

The access periods for the planned November–December cohort will be stated in your offer before booking.

We try to make each course varied – to keep it lively and to address the various learner types. Some want to watch, some want to read.

Content types may vary per course, but typically include

  • Live presentations and demonstrations by your instructor
  • Hands-on labs/exercises
  • Presentation/PDF
  • Infographics
  • Quizzes/Test your knowledge questions
  • and more

We regularly add new courses and topics.

Looking for a specific topic? Contact us to discuss your training needs.

No. Live teaching goes into depth with the essential concepts and practical processes. The topic reference above describes the wider learning scope, not a promise that every listed objective is taught live.

More theoretical and exam-specific topics are addressed through guided self-study. We recommend suitable Microsoft Learn resources and exam-preparation materials, so you can build on the practical training towards certification.