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Microsoft Dynamics 365 for Finance and Operations, Financials [MB-310]

Få den nødvendige viden til at udføre følgende opgaver som at oprette og konfigurer økonomi management. Lær at administrere og anvende almindelige processer samt implementer og administrer kreditorer og tilgodehavender. Få styr på at administrere budgettering og anlægsaktiver. Kurset leder hen mod eksamen MB-310: Microsoft Dynamics 365 for Finance and Operations, Financials, eksamen er inkluderet i prisen. Undervisningen kan foregå på engelsk.

Participant profile

You are responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. You implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Prerequisites

We recommend you have participanted in our course Introduction to Microsoft Dynamics 365 for Finance and Operations or in other ways have obtained equivalent knowledge.

Content

This course covers following:

Course: Configure and use essential components of financial management [MB-310T01]

Module 1: Financial Management
  • Benefits of financial management
  • Financial management
Module 2: Configure Currencies
  • Introduction
  • Setup legal entity currencies and conversions
  • Configure and import currency exchange rates
Module 3: Create fiscal calendars, years and periods
  • Introduction
  • Create fiscal calendars, years and periods
  • Create date intervals
Module 4: Configure Chart of Accounts
  • Introduction
  • Define and configure the chart of accounts
  • Define and configure the financial dimensions
  • Define and configure account structures and rules
Module 5: Configure Ledger and Journals
  • Journals and their setup
  • Configure ledger and journal setup
  • User journals
Module 6: Configure Cash and Bank Management
  • Introduction
  • Bank transaction types and groups
  • Setup cash and bank management parameters
  • Configure banks and bank checks
  • Deposit and refund checks
  • Cash flow
Module 7: Use Cash and Bank Management
  • Make deposits and perform payment reversals
  • Use cash and bank management workspaces
Module 8: Configure Letters of Credit and Guarantees
  • Introduction
  • Configure letters of credit
  • Configure letters of guarantee
Module 9: Perform Daily Procedures
  • Learn about general ledger processes
  • Create voucher templates
  • Setup journal controls
Module 10: Intercompany Accounting
  • Setup and use intercompany accounting
Module 11: Configure Ledger Allocations and Accruals
  • Introduction
  • Configure and apply accrual schemes
  • Configure ledger allocation rules
Module 12: Configure Sales Tax
  • Understand tax engine components

Course: Configure and use accounts payable, receivable, and collections [MB-310T02]

Module 1: Configure Accounts Payable
  • Understand Task recorder functionality
  • Configure accounts payable parameters
  • Create and maintain vendors
  • Configure accounts payable charges
  • Configure and use positive pay
Module 2: Perform Accounts Payable Daily Procedures
  • Introduction
  • Process orders, invoices, and payments
  • Manage and apply prepayments
Module 3: Use Accounting Distribution and Invoice Validations
  • Introduction
  • Settle transaction and undo settlements
  • Distribute funds
  • Configure invoice validation policies
Module 4: Configure Accounts Receivable
  • Configure accounts receivable
  • Create and maintain customers
  • Setup customer posting profiles
  • Configure accounts receivable charges
Module 5: Perform Accounts Receivable Daily Procedures
  • Create free text invoices and record customer payments
  • Settle transactions and undo settlement
Module 6: Configure Credit and Collections
  • Introduction
  • Configure credit and collections components
  • Setup and manage interest
  • Waive, reinstate or reverse
  • Setup and manage collection letters
Module 7: Process Credit and Collections
  • Introduction
  • Understand how to process collections
  • Manage customer credit and collections

Course: Configure and use budgeting, fixed assets, and additional functionality [MB-310T03]

Module 1: Configure Post-Dated Checks
  • Introduction
  • Manage post dated checks
Module 2: Configure and Use Basic Budgeting and Budget Control Processes
  • Introduction
  • Configure basic budgeting components
  • Configure budget control components
  • Create and test budget registry entries
  • Use inquiries and reports
Module 3: Configure and Use Budget Planning Processes
  • Introduction
  • Configure budget plannign components
Module 4: Configure Fixed Assets Management
  • Introduction
  • Configure fixed asset components
  • Enable fixed asset integration
  • Create fixed assets
Module 5: Manage Fixed Assets
  • Introduction
  • Perform fixed assets tasks
Module 6: Configure and Use Cost Accounting
  • Introduction
  • Cost control workspace
Module 7: Configure and Use Periodic Processes
  • Introduction
  • Bank reconciliations
  • Configure financial period close
  • Prepare periodic filings
  • Run foreign currency revaluation processes
  • Perform financial consolidations
  • Process end of year close
Module 8: Configure the Electronic Reporting Framework
  • Introduction
  • Configure electronic reporting
  • Formula designer in electronic reporting
Module 9: Configure Localized Features
  • Introduction
  • Localization and regulatory features
  • Classification of Mexican localization features
  • Understand the global tax engine
  • Understand the features of fiscal establishments and documents for Brazilian localization
  • Bill of Exchange
  • Electronic Invoices
Module 10: Configure Financial Management for Public Sector
  • Introduction
  • Setup funds for the public sector
  • Setup derived financial hierarchies
  • Configure billing codes for free text invoices

Material

This course includes all or part of the topics of below listed Microsoft Courseware:

Conf. and use essential components of financial management in Dynamics 365 FO [Course MB-310T01]
Conf. and use accounts payable, receivable, and collections in Finance and Operations [MB-310T02]
Conf. and use budgeting, fixed assets, and additional functionality in Finance and Operations [MB-310-T03]

Certification

This course leads towards the exam MB-310: Microsoft Dynamics 365 for Finance and Operations, Financials. Exam is included in the price.

If you want to obtain the certification Microsoft Certified: Dynamics 365 for Finance and Operations, Financials Functional Consultant Associate, you must pass MB-310 and MB-300. Please note that exam MB-300 is not a prerequisite to sit the exam MB-310, MB-320, and MB-330.

This exam is according to Microsoft for:
  • Candidates for this exam are functional consultants who analyze business requirements and translates those requirements into fully realized business processes and solutions that implement industry best practices. Candidates serve as a key resource in implementing and configuring applications to meet business requirements.

  • Candidates for this exam have a fundamental understanding of accounting principles and financial operations of businesses, customer service, field service, manufacturing, retail, and supply chain management concepts.

  • Candidates for this exam typically specialize in one or more feature sets of Microsoft Dynamics 365 Finance and Operations, including finance, manufacturing, and supply chain management.

Read more about IT certification.

Software Assurance Voucher

Course and exam can be paid with 5 SA Voucher.

Instructor

Our instructors, who specialize in teaching in Microsoft Dynamics, have participated in a number of projects in small as large companies. The courses may be held in either English or Danish.

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