Kurser

4 dages kursus 

Microsoft Dynamics 365 Finance [MB-310T00]

16. - 19. juni 2025 Virtuelt kursus
16. - 19. juni 2025 Taastrup
15. - 18. september 2025 Aarhus
27. - 30. oktober 2025 Taastrup
DKK  18.999
ekskl. moms
Nr. 90474 A
Tilmeld dig
4,0
Meget godt
6 anmeldelser
Arrangementer på Teknologisk Institut bliver evalueret af deltagerne. Stjernerne angiver deltagernes gennemsnitlige tilfredshed inden for de sidste 5 år.

På dette kursus får du den nødvendige viden til at konfigurere, administrere og anvende de mest benyttede komponenter i Dynamics 365 Finance-modulet. På kurset gennemgår vi bla. de mest almindelige processer, administration af kreditorer og debitor, inkasso, budgettering, anlægsaktiver, tilgodehavender og yderligere funktioner.

Deltagerprofil

Dette kursus er for dig som rådgiver kunder om løsninger i Dynamics 365 eller er ansvarlig for jeres Dynamics 365 Finance and Operation løsning og applikationer i organisationen. Du ønsker viden om, hvordan du konfigurerer og administrerer de mest anvendte funktioner i finansmodulet.

Forudsætning

Du har deltaget på vores Microsoft Dynamics 365 Fundamentals Finance and Operations Apps (ERP) [MB-920T00] eller har tilsvarende viden, og du har en grundlæggende forståelse af regnskabsprincipper og den daglig økonomiske drift.

Udbytte

  • Grundlæggende forståelse af Dynamics 365 Finance, herunder opsætning og brug af generelle regnskabsfunktioner
  • Lær at konfigurere FO apps i Power Platform, så du kan udfører forespørgsler og rapporteringer
  • Lær at oprette og konfigurere opsætninger
  • Lær at implementere og administrere kunde og leverandørprofiler samt håndtere betalinger og kreditstyringer
  • Lær at opsætte og administrere budgetter, implementere budgetkontrol og anlysere budgetrapporter
  • Lær at konfigurere og administrere anlægsaktiver

Det får du på kurset

Vi sørger for, at rammerne er i orden, så du kan fokusere på at lære.

Efter du har fuldendt kurset, vil du modtage et kursusbevis.

Kursusbevis

På kurset får du morgenmad, frokost, snacks og drikkevarer.

Fuld forplejning

Materiale på engelsk

Materiale på engelsk

Undervisning på dansk

Undervisning på dansk

Tæt på kursusstedet er der gratis parkering.

Gratis parkering

Indhold

Modul 1 Configure and use the general ledger in Dynamics 365 Finance
  • Get started with Dynamics 365 Finance
  • Configure currencies in Dynamics 365 Finance
  • Create fiscal calendars, years, and periods in Dynamics 365 Finance
  • Get started with chart of accounts in Dynamics 365 Finance
  • Set up charts of accounts in Dynamics 365 Finance
  • Set up financials dimensions in Dynamics 365 Finance
  • Set up ledgers and journals in Dynamics 365 Finance
  • Perform general ledger daily procedures in Dynamics 365 Finance
  • Intercompany accounting in Dynamics 365 Finance
  • Configure ledger allocations and accruals in Dynamics 365 Finance
  • Configure and perform periodic processes in Dynamics 365 Finance
Modul 2 Work with analytics and reporting in finance and operations apps
  • Financial reporting
  • Configuring finance and operations apps for Microsoft Power Platform
  • Generating and consuming inquiries and reports
Modul 3 Configure cash and bank management in Dynamics 365 Finance
  • Create and configure banks.
  • Create and configure bank layouts.
  • Configure cash and bank management parameters.
  • Set up vendor and customer banks.
  • Configure cash flow forecasts and reports.
  • Use process automation to schedule updates for cash flow forecasts.
  • Summarize vendor and customer payments in bank transactions.
Modul 4 Set up taxes in Dynamics 365 Finance
  • Configure ledger posting groups.
  • Create sales tax authorities.
  • Configure sales tax settlement periods.
  • Create sales tax codes.
  • Configure sales tax groups and item sales tax groups.
Modul 5 Work with taxes in Dynamics 365 Finance
  • Withholding taxes
  • Sales tax exemptions
  • Conditional sales tax
  • Analysis of sales tax on transactions
  • How to set up sales tax reporting codes and withholding tax
  • How to prepare periodic filling
Modul 6 Work with accounts receivable in Dynamics 365 Finance
  • Set up accounts receivable in Dynamics 365 Finance
  • Get started with accounts receivable daily procedures in Dynamics 365 Finance
  • Set up credit and collections in Dynamics 365 Finance
  • Process credit and collections in Dynamics 365 Finance
Modul 7 Configure Accounts payable in Dynamics 365 Finance
  • Configure accounts payable components.
  • Create and maintain a vendor.
  • Configure vendor payments.
  • Set up vendor posting profiles.
  • Configure accounts payable charges.
Modul 8 Process purchase order invoices in Dynamics 365 Finance
  • Use invoice types in Accounts payable.
  • Record vendor invoices.
  • Process purchase orders and purchase order invoices.
  • Use periodically recurring invoices.
  • Record an invoice.
  • Record a vendor invoice that isn't associated with a purchase order.
Modul 9 Work with accounting distributions, invoice validations, and settlements in Dynamics 365 Finance
  • Settle transactions and undo settlements.
  • Distribute funds by using accounting distributions.
  • Configure invoice validation policies.
Modul 10 Set up and use Intelligent OCR for vendor invoices in Dynamics 365 Finance
  • Set up optical character recognition (OCR) in Dynamics 365 Finance.
  • Manage parameters that are specific to OCR in Accounts payable.
  • Manage Workflow editor to allow invoice automation processes.
Modul 11 Get started with Expense management in Dynamics 365 Project Operations
  • Learn about Expense management capabilities.
  • Discover Expense management features.
  • Review considerations for planning to use the Expense management module in Project Operations.
Modul 12 Set up and configure Expense management in Dynamics 365 Project Operations
  • Discover the Expense management workspace.
  • Learn how to turn on the Expense reports re-imagined feature.
  • Review the Expense management parameters.
  • Learn about workflow functionality for expense management.
  • Set up expense policies, and evaluate policies using the Audit workbench.
  • Set up mileage expense options.
  • Set up credit card transaction processing and import credit transactions.
Modul 13 Set up and use basic budgeting Dynamics 365 Finance
  • Set up basic budgeting components.
  • Use inquiries and reports.
  • Review basic budgeting.
  • Create and manage budget register entries.
  • Implement a budget register workflow.
Modul 14 Set up and use budget control in Dynamics 365 Finance
  • Review budget control.
  • Set up budget control parameters.
  • Define budget control rules.
  • Define budget groups.
  • Activate budget control.
Modul 15 Configure fixed assets management in Dynamics 365 Finance
  • Configure fixed assets components.
  • Configure fixed assets parameters.
  • Enable fixed assets integration with purchasing.
  • Create fixed assets.
Modul 16 Set up and acquire fixed assets in Dynamics 365 Finance
  • Set up and create fixed assets.
  • Set up and record acquisitions.
  • Acquire assets through procurement.
  • Estimate and eliminate a project to a fixed asset.
  • Create a fixed asset by using manual and automatic methods.
Modul 17 Manage fixed assets in Dynamics 365 Finance
  • Set up asset budgeting.
  • Transfer a fixed asset.
  • Set up a fixed asset group.
  • Update fixed asset information.
  • Review fixed asset rollover reports.
Modul 18 Work with fixed asset deprecation and disposal in Dynamics 365 Finance
  • Components of lending and disposing fixed assets
  • Transaction types for posting depreciations
  • How to sell a fixed asset by using free text invoice
  • How to dispose of a fixed asset as scrap
 
Bemærk: Indhold for dette kursus tilpasses løbende af Microsoft for at følge med den løbende teknologiske udvikling, der kan derfor ske ændringer af kursusindhold uden varsel.
 

Anmeldelser af Microsoft Dynamics 365 Finance [MB-310T00]

4,0
 
Meget godt Baseret på 6 anmeldelser
Arrangementer på Teknologisk Institut bliver evalueret af deltagerne. Stjernerne angiver deltagernes gennemsnitlige tilfredshed inden for de sidste 5 år.
Fremragende
Meget godt
Godt
Mindre godt
Ikke godt

Certificering

Dette kursus anbefales som forberedelse til certificeringen Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate
Du skal bestå eksamen MB-310: Microsoft Dynamics 365 Finance Functional Consultant for at opnå certificeringen. Du skal bestille og betale din eksamen særskilt.
 
Microsoft skriver om denne eksamen:
As a candidate for this certification, 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 financial operations as they relate to:

- Core tasks in the finance and operations apps
- Manufacturing
- Retail
- Supply chain management operations

As a candidate for this exam, you specialize in one or more feature sets of Dynamics 365 Finance including:

- General ledger
- Accounts payable
- Accounts receivable
- Credit and collections
- Cash and bank management
- Budgeting
- Fixed assets
- Asset leasing
- Tax
- Expense management
- Subscription billing
- Cost accounting
- Cost management
- Consolidation and elimination

Bemærk: at selvom dette kursus er tilpasset til eksamen MB-310, indeholder det muligvis ikke alle de oplysninger, der kræves for at bestå eksamenen. I henhold til Microsofts vejledning anbefales yderligere selvstudium og praktisk erfaring ud over deltagelse i dette kursus.

Læs mere om IT certificering.

25656
Underviser

Teknologisk Institut benytter erfarne undervisere, der kommer fra et bredt netværk af branchens dygtigste specialister.

Vælg dato

Virtuelt kursus
16. - 19. juni 2025
Taastrup
16. - 19. juni 2025
Aarhus
15. - 18. september 2025
Taastrup
27. - 30. oktober 2025
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