Exam MB-310: Microsoft Dynamics 365 Finance
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Course sections
Section 1
Course Outline
Section 2
Module 1: Financial Management
1
In this module, you will learn some of benefits of financial management of Dynamics 365 for Finance and Operations.
Section 3
Lessons:
1
Benefits of financial management
2
Financial management
3
Module summary
Section 4
Module 2: Configure Currencies
1
Currency setup is a required step in the configuration of the system and is used to record financial transactions. This module explains currency management in Finance and Operations.
Section 5
Lessons:
1
Introduction
2
Setup legal entity currencies and conversions
3
Configure and import currency exchange rates
4
Practice lab
5
Module summary
Section 6
Module 3: Create Fiscal Calendars Years and Periods
1
Before posting transactions, a new fiscal year must be divided into periods. A benefit of sharing fiscal calendars is that this supports multiple fiscal calendars for each legal entity. In this module, you will learn how to set fiscal year in Finance and Operations to any length and divided into any number of periods.
Section 7
Lessons:
1
Introduction
2
Create fiscal calendars, years, and periods
3
Create date intervals
4
Practice lab
5
Module summary
Section 8
Module 4: Configure Chart of Accounts
1
A chart of accounts is a set of main accounts in Finance and Operations that captures financial information upon posting a journal. In this module, you will learn how to configure chart of accounts.
Section 9
Lessons:
1
Introduction
2
Define and configure the chart of accounts
3
Define and configure the financial dimensions
4
Define and configure account structures and rules
5
Practice labs
6
Module summary
Section 10
Module 5: Configure Ledger and Journals
1
A journal is a worksheet that you can use before you manually enter postings into the system. In this module, you will learn how to set, configure, and use a journal, ledger and posting of the General ledger module.
Section 11
Lessons:
1
Journals and their setup
2
Configure ledger and journal setup
3
User journals
4
Practice lab
5
Module summary
Section 12
Module 6: Configure Cash and Bank Management
1
In Dynamics 365 for Finance and Operations, organizations use the Cash and bank management module to create and maintain bank accounts. In this module, learn how to configure the cash and bank management module.
Section 13
Lessons:
1
Introduction
2
Bank transaction types and groups
3
Setup cash and bank management parameters
4
Configure banks and bank checks
5
Deposit and refund checks
6
Cash flow
7
Practice Labs
8
Module summary
Section 14
Module 7: Use Cash and Bank Management
1
This module covers the main procedures in the Cash and bank management module in Finance and Operations. You learn how to work with cash and bank management workspaces such as Bank management and Cash overviews. You also learn about the processes and procedures for cash and bank management, like how to make deposits and cancel payments (deposits).
Section 15
Lessons:
1
Make deposits and perform payment reversals
2
Use cash and bank management workspaces
3
Practice Labs
4
Module summary
Section 16
Module 8: Configure Letters of Credit and Guarantees
1
In this module, you will learn what are the bank letters and how to configure letters of credit in order to create bank documents that are commonly used for the purchase and sale of goods across international borders and letters of guarantees.
Section 17
Lessons:
1
Introduction
2
Configure letters of credit
3
Configure letters of guarantee
4
Module summary
Section 18
Module 9: Perform Daily Procedures
1
In this module, you will learn how to \ review, change, and verify completed journals until they are ready for posting. You can set up restrictions on the company, account type, and segment values.
Section 19
Lessons:
1
Learn about general ledger processes
2
Create voucher templates
3
Setup journal controls
4
Practice Lab
5
Module summary
Section 20
Module 10: Intercompany Accounting
1
In this module, you will learn how to perform Intercompany accounting to help organizations by providing a single-entry point for transactions affecting multiple companies.
Section 21
Lessons:
1
Setup and use intercompany accounting
2
Practice Lab
3
Module Summary
Section 22
Module 11: Configure Ledger Allocations and Accruals
1
In this module, learn how to configure accruals and ledger allocations.
Section 23
Lessons:
1
Introduction
2
Configure and apply accrual schemes
3
Configure ledger allocation rules
4
Practice labs
5
Module summary
Section 24
Module 12: Configure Sales Tax
1
In this module, learn how to perform tax calculation, tax reporting, and configure tax components, such as sales tax authorities, settlement periods, and the sales tax codes.
Section 25
Lessons:
1
Understand tax engine components
2
Practice lab
3
Module summary
Section 26
Module 13: Configure Accounts Payable
1
In this module, learn how to set up different vendor payment options.
Section 27
Lessons:
1
Understand Task recorder functionality
2
Configure accounts payable parameters
3
Create and maintain vendors
4
Configure accounts payable charges
5
Configure and use positive pay
6
Practice Lab
7
Module Summary
Section 28
Module 14: Perform Accounts Payable Daily Procedures
1
This module explains how to manage and apply prepayments, record invoices, and process payments.
Section 29
Lessons:
1
Introduction
2
Process orders, invoices, and payments
3
Manage and apply prepayments
4
Practice Labs
5
Module summary
Section 30
Module 15: Use Accounting Distribution and Invoice Validations
1
This module explains how to settle transactions and undo settlement and distribute funds by using accounting distributions. You will also learn how to perform invoice matching.
Section 31
Lessons:
1
Introduction
2
Settle transaction and undo settlements
3
Distribute funds
4
Configure invoice validation policies
5
Practice labs
6
Module summary
Section 32
Module 16: Configure Accounts Receivable
1
This module provides information about the configuration of essential components of the Accounts receivable module and the customer setup for efficient management of customers and customer transactions in Finance and Operations.
Section 33
Lessons:
1
Configure accounts receivable
2
Create and maintain customers
3
Setup customer posting profiles
4
Configure accounts receivable charges
5
Practice Lab
6
Module summary
Section 34
Module 17: Perform Accounts Receivable Daily Procedures
1
In this module, learn how to create free text invoices and receive payments from customers and deposit to the bank. You also learn how to refund a customer for the over payment amount or any other reasons like customer returns scenario which you need to refund the customer not only the payment but also the tax that has been collected, using reversals and use transaction reversals in Accounts receivable. You also learn how to distribute funds by using Accounting distributions in a free text invoice.
Section 35
Lessons:
1
Create free text invoices and record customer payments
2
Settle transactions and undo settlement
3
Practice Lab
4
Module summary
Section 36
Module 18: Configure Credit and Collections
1
This module explains how to manage delinquent customers by configuring the Credit and collections module in Dynamics 365 for Finance and Operations.
Section 37
Lessons:
1
Introduction
2
Configure credit and collections components
3
Setup and manage interest
4
Waive, reinstate or reverse
5
Setup and manage collection letters
6
Practice Lab
7
Module Summary
Section 38
Module 19: Process Credit and Collections
1
This module teaches how to process Credit and collections.
Section 39
Lessons:
1
Introduction
2
Understand how to process collections
3
Manage customer credit and collections
4
Practice Labs
5
Module Summary
Section 40
Module 20: Configure Postdated Checks
1
Microsoft Dynamics 365 for Finance and Operations supports the full management cycle for post-dated checks in both Accounts receivable and Accounts payable. This module teaches how to set up and process post-dated checks.
Section 41
Lessons:
1
Introduction
2
Manage postdated checks
3
Practice Labs
4
Module Summary
Section 42
Module 21: Configure and Use Basic Budgeting and Budget Control Processes
1
This module provides information about the how to configure and use basic budgeting and budget control.
Section 43
Lessons:
1
Introduction
2
Configure basic budgeting components
3
Configure budget control components
4
Create and test budget registry entries
5
Use inquiries and reports
6
Practice Labs
7
Module summary
Section 44
Module 22: Configure and Use Budget Planning Processes
1
An organization can configure budget planning, and then set up budget planning collaborative processes to meet its policies, procedures, and requirements for budget preparation. This module explains how to configure and test Budget planning processes.
Section 45
Lessons:
1
Introduction
2
Configure budget planning components
3
Practice Lab
4
Module summary
5
Configure Budget planning components
Section 46
Module 23: Configure Fixed Assets Management
1
This module starts with explaining fixed assets concepts and then teaches you how to configure and use the Fixed assets module in Dynamics 365 for Finance and Operations.
Section 47
Lessons:
1
Introduction
2
Configure fixed asset components
3
Enable fixed asset integration
4
Create fixed assets
5
Practice labs
6
Module summary
Section 48
Module 24: Manage Fixed Assets
1
In this module, you will learn how to process and manage fixed assets.
Section 49
Lessons:
1
Introduction
2
Perform fixed assets tasks
3
Practice labs
4
Module summary
Section 50
Module 25: Configure and Use Cost Accounting
1
In this module, you will learn how to create a cost accounting report by using the Cost accounting Get started wizard.
Section 51
Lessons:
1
Introduction
2
Cost control workspace
3
Practice lab
4
Module summary
Section 52
Module 26: Configure and Use Periodic Processes
1
In this module, you will learn how to configure financial period close, preparing filings, inventory closing and other related tasks.
Section 53
Lessons:
1
Introduction
2
Bank reconciliations
3
Configure financial period close
4
Prepare periodic filings
5
Run foreign currency revaluation processes
6
Perform financial consolidations
7
Process end of year close
8
Practice Labs
9
Module summary
Section 54
Module 27: Configure the Electronic Reporting Framework
1
In this module, learn how to configure Electronic Reporting (ER).
Section 55
Lessons:
1
Introduction
2
Configure electronic reporting
3
Formula designer in electronic reporting
4
Practice Lab
5
Module summary
Section 56
Module 28: Configure Localized Features
1
This module explains how to configure some examples of regional features in Finance and Operations.
Section 57
Lessons:
1
Introduction
2
Localization and regulatory features
3
Classification of Mexican localization features
4
Understand the global tax engine
Section 58
Module 29: Configure Financial Management for Public Sector
1
In this module, you will learn how to set up funds for the public sector, configure billing codes for free text invoices, advanced ledger entries functionalities for the public sector and understand bank reconciliation methods.
Section 59
Lessons:
1
Introduction
2
Setup funds for the public sector
3
Setup derived financial hierarchies
4
Configure billing codes for free text invoices
5
Practice Labs
6
Module summary
Section 60
Module 30: Course Conclusion
1
This module comprises final assessment and course summary, as well as a post-course survey for the course.
Section 61
Lessons:
1
Final assessment
2
Course summary
3
Course summary
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