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On-demand course

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Study Guide (Start here)

Welcome

Learning max from your course 4 Lessons

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Course system – user interface and navigation

Learning style guidance

Test your knowledge

Hands-on training environment

0: Course overview (MB-310 - 202010Upd

0.1: Introduction 1 Lesson

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Introduction (MB-310L0.1.1)

0.2: Module Overview 1 Lesson

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Module overview (MB-310L0.2.1)

0-E: Exercise overview

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

1.1: Overview of Dynamics 365 Finance Features and capabilities 7 Lessons

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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

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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

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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

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

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

2.0: Introduction 2 Lessons

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Introduction (MB-310L2.0.1)

The Building blocks demo (MB-310L2.0.2)

2.1: Legal entity 4 Lessons

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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 2 Lessons

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Ledger

Ledger form (MB-310L2.4.2)

2.3: Chart of accounts, financial dimensions, and account structures 12 Lessons

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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)

Exercises: Chart of accounts, financial dimensions, and account structures (MB-310.L.2.3.E)

2.4: Fiscal calendars, years, and periods 4 Lessons

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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)

Exercises: Fiscal calendars, years, and periods (MB-310.L.2.4.E)

2.5: Currencies and exchange rates 6 Lessons

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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)

Exercises: Currencies and exchange rates (MB-310.L.2.5.E)

2.6: Configure Journals 4 Lessons

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

Journal types (MB-310L2.6.2)

Configure Journal names (MB-310L2.6.3)

Exercises: Configuring journals (MB-310.L.2.6.E)

2.7: Working with journals 5 Lessons

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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)

Exercises: Working with journals (MB-310L.2.7.E)

2.8: Allocations and accruals 4 Lessons

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Allocation terms (MB-310L2.8.1)

Ledger allocation rules (MB-310L2.8.2)

Accrual schemes (MB-310L2.8.3)

Exercises: Allocations and accruals (MB-310.L.2.8.E)

2.9 Intercompany accounting 4 Lessons

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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)

Exercises: Intercompany accounting (MB-310.L.2.9.E)

2.10: Configure Cash and Bank management 8 Lessons

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Configure cash and bank management (MB-310L2.10.1)

Transaction types and Transaction groups

Exercises: Configure Cash and Bank management (MB-310L.2.10.E)

2.11: Cash and Bank processes 3 Lessons

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The Bank management workspace

Daily bank management

Exercises: Cash and Bank processes (MB-310L.2.11.E)

2.12: Configure and calculate Cash flow 4 Lessons

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Configure cash flow forecasting

Calculate cash flow

Reporting

Exercises: Configure and calculate Cash flow (MB-310L.2.12.E)

2.13: Implement cost accounting and cost management 1 Lesson

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Cost accounting and cost management overview

2.14: Perform periodic processes 8 Lessons

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2.14.1: Financial period close workspace and configuration page

2.14.2: Close the general ledger at period end

2.14.3: Financial reports

2.14.4: Bank reconciliation

2.14.5: Foreign currency revaluation

2.14.6: Perform financial consolidations

Exercises: Perform periodic processes (MB-310.L.2.14.E)

Exercises: Perform periodic processes (MB-310L.2.14.E)

2.15: Configure, collect, and report taxes 2 Lessons

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2.15.1: Sales Tax

Exercises: Configure, collect, and report taxes (MB-310L.2.15.E)

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 2 Lessons

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3.1.1: Terms of Payment

Exercises: Configure Terms of payment (MB-310L.3.1.E)

3.2: Configure payment days, and payment schedules 2 Lessons

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3.2.1: Payment Days

3.2.2: Payment Schedules

3.3: Configure Cash discounts 1 Lesson

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3.3.1: Cash discounts

3.4: Configure Payment calendar 1 Lesson

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3.4.1: Payment calendars

3.5: Configure Payment fees 1 Lesson

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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 3 Lessons

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4.1.1: Methods of Payment

4.1.2: File formats and payment specification

Exercises: Methods of payments in AP (MB-310L.4.1.E)

4.2: Vendors and Vendor groups 3 Lessons

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4.2.1: Vendor groups

4.2.2: Vendors

Exercises: Vendors and Vendor groups (MB-310L.4.2.E)

4.3: Vendor posting profile 4 Lessons

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4.3.1: Posting Profiles

4.3.2: Table restrictions

4.3.3: Parameter settings

Exercises: Vendor posting profile (MB-310.L.4.3.E)

4.4: Invoice validation policies 3 Lessons

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4.4.1: Validation and matching policies

4.4.2: Demo scenario

4.4.3: Invoice matching

4.5: Process orders, invoices, and payments 8 Lessons

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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

Exercises: Process orders, invoices, and payments (MB-310.L.4.5.E)

4.6: Vendor collaboration portal 4 Lessons

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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

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4.7.0: Introduction

4.7.1: Configure charges

4.7.2: Use charges

4.8: Configure and use Positive pay 3 Lessons

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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

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5.1.1: Introduction

5.1.2: The overall process flow

5.2: Configure Expense Management 8 Lessons

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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 5 Lessons

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5.3.1: Expense management workspace

5.3.2: Expense reports

5.3.3: Expense receipt processing

5.3.4: Audit workbench

Exercises: Use Expense Management (MB-310.L.5.3.E)

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

6.0: Introduction to Accounts Receivable

6.1: Methods of Payment 4 Lessons

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6.1.1: Methods of Payments

6.1.2: File formats and payment specification

6.1.3: Credit card payment service

Exercises: Methods of Payment (MB-310.L.6.1.E)

6.2: Customers and Customer groups 4 Lessons

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6.2.1: Customer groups

6.2.2: Customers

6.2.3: Credit limits

Exercises: Customers and Customer groups (MB-310.L.6.2.E)

6.3: Customer posting profile 3 Lessons

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6.3.1: Posting profiles

6.3.2: Table restrictions

Exercises: Customer posting profile (MB-310.L.6.3.E)

6.4: Process orders, invoices, and payments 9 Lessons

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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

Exercises: Process orders, invoices, and payments (MB-310L.6.4.E)

6.5: Charges in Accounts receivable 3 Lessons

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6.5.0: Introduction

6.5.1: Configure charges

6.5.2: Use charges

6.6: Credit and collections 8 Lessons

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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: Credit and collections processes

6.6.6: Cases and Activities

Exercises: Credit and collections (MB-310L.6.6.E)

6.7: Revenue recognition 3 Lessons

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6.7.0: Introduction to Revenue recognition

6.7.1: Revenue recognition setup

6.7.2: View revenue recognition schedule details and Recognize revenue

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

7.0: Budgeting overview 2 Lessons

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7.0.0: Learning objectives – Budgeting

7.0.1: Budgeting overview

7.1: Configure and use basic budgeting 4 Lessons

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7.1.1: Basic budgeting overview

7.1.2: Planning for Basic budgeting

7.1.3: Configure budgeting components

7.1.4: Using the Ledger budgets and forecasts workspace

7.2: Create and configure registry entries 4 Lessons

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7.2.1: Budget entries

7.2.2: Budget transfers

7.2.3: Budget allocations

Exercises: Create and configure registry entries (MB-310L.7.2.E)

7.3: Configure and use budget controls 6 Lessons

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7.3.1: Budget control overview

7.3.2: Planning for Budget control

7.3.3: Configuring Budget control

7.3.4: Using Budget control

7.3.5: Inquiries and Reports

Exercises: Configure and use budget controls (MB-310L.7.3.E)

7.4: Configure and use budget planning 4 Lessons

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7.4.1: Budget planning overview

7.4.2: Configuring Budget planning

7.4.3: Setting up Budget planning processes

Exercises: Configure and use budget planning (MB-310L.7.4.E)

8: Configure and manage fixed assets (MB-310 - 202010Upd)

8.1: Configure Fixed assets components 8 Lessons

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8.1.1: Overview

8.1.2: Components

8.1.3: Fixed asset groups

8.1.4: Journal names

8.1.5: Parameters

8.1.6: Derived books

8.1.7: Depreciation profiles

8.1.8: Posting profiles

8.2: Manage Fixed assets 3 Lessons

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8.2.1: Fixed assets management workspace

8.2.2: Fixed assets form

8.2.3: Working with fixed assets

8.3: Fixed asset transactions 6 Lessons

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8.3.1: Fixed asset transactions overview

8.3.2: Create fixed assets

8.3.3: Acquire fixed assets

8.3.4: Depreciate fixed assets

8.3.5: Dispose fixed assets

8.3.6: Other options

8.4: Fixed asset integration 4 Lessons

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8.4.1: Integration with Budgeting

8.4.2: Integration with Procurement

8.4.3: Integration with Project management and accounting

8.4.4: Integration with other modules

AT COURSE COMPLETION (END HERE)

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MB-310 Finance | D365FO | On-demand | 90 days access

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MB-310 Finance | D365FO | On-demand | 90 days access

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