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Microsoft Dynamics 365 Finance (MB-310T00)

Microsoft Dynamics 365 Finance (MB-310T00)

This course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality

Wat leer je?

After completing this course students will be able to:


  • Understand and perform financial duties in Dynamics 365 Finance

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Welke voorkennis heb je nodig?

Basic accounting skills


Core competencies in Dynamics 365 Core

Trainingsvorm

Offerte formulier

Wij proberen je aanvraag binnen 2 werkdagen te verwerken. Telefoonnummer is niet direct nodig, maar handig als we nog vragen hebben.

Heb je een vraag?

Neem dan contact op met onze klantenservice voor studieadvies of een training op maat.

Microsoft Dynamics 365 Finance (MB-310T00)

Wij proberen je aanvraag zo snel mogelijk te beantwoorden. Meestal zou dat op de dag zelf gebeuren. Om je sneller van dienst te zijn vragen we je telefoonnummer.

Trainingsdata

Heeft je voorkeursdatum geen doorgangsgarantie, neem dan voor de zekerheid contact met ons op. Vaak hebben we een oplossing voor je waarmee je doel gehaald kan worden.

Microsoft Dynamics 365 Finance (MB-310T00)

Wij proberen je aanvraag zo snel mogelijk te beantwoorden. Meestal zou dat op de dag zelf gebeuren. Om je sneller van dienst te zijn vragen we je telefoonnummer.

Startdatum

Trainingsvorm

Locatie

Duur

Prijs

datum:
06 december 2021

Virtueel

Virtual

4 dagen

1,925.00

Offerte formulier

Wij proberen je aanvraag binnen 2 werkdagen te verwerken. Telefoonnummer is niet direct nodig, maar handig als we nog vragen hebben.

DatumStarttijdEindtijd
2021-12-0909:0016:00
2021-12-0809:0016:00
2021-12-0709:0016:00
2021-12-0609:0016:00
datum:
06 december 2021

Klassikaal

Startel (Drachten)

4 dagen

1,925.00

Offerte formulier

Wij proberen je aanvraag binnen 2 werkdagen te verwerken. Telefoonnummer is niet direct nodig, maar handig als we nog vragen hebben.

DatumStarttijdEindtijd
2021-12-0909:0016:00
2021-12-0809:0016:00
2021-12-0709:0016:00
2021-12-0609:0016:00
datum:
14 februari 2022

Virtueel

Virtual

4 dagen

1,925.00

Offerte formulier

Wij proberen je aanvraag binnen 2 werkdagen te verwerken. Telefoonnummer is niet direct nodig, maar handig als we nog vragen hebben.

DatumStarttijdEindtijd
2022-02-1709:0016:00
2022-02-1609:0016:00
2022-02-1509:0016:00
2022-02-1409:0016:00
datum:
14 februari 2022

Klassikaal

Startel (Drachten)

4 dagen

1,925.00

Offerte formulier

Wij proberen je aanvraag binnen 2 werkdagen te verwerken. Telefoonnummer is niet direct nodig, maar handig als we nog vragen hebben.

DatumStarttijdEindtijd
2022-02-1709:0016:00
2022-02-1609:0016:00
2022-02-1509:0016:00
2022-02-1409:0016:00
datum:
09 mei 2022

Virtueel

Virtual

4 dagen

1,925.00

Offerte formulier

Wij proberen je aanvraag binnen 2 werkdagen te verwerken. Telefoonnummer is niet direct nodig, maar handig als we nog vragen hebben.

DatumStarttijdEindtijd
2022-05-1209:0016:00
2022-05-1109:0016:00
2022-05-1009:0016:00
2022-05-0909:0016:00
datum:
09 mei 2022

Klassikaal

Startel (Drachten)

4 dagen

1,925.00

Offerte formulier

Wij proberen je aanvraag binnen 2 werkdagen te verwerken. Telefoonnummer is niet direct nodig, maar handig als we nog vragen hebben.

DatumStarttijdEindtijd
2022-05-1209:0016:00
2022-05-1109:0016:00
2022-05-1009:0016:00
2022-05-0909:0016:00
datum:

In company

Offerte formulier

Wij proberen je aanvraag binnen 2 werkdagen te verwerken. Telefoonnummer is niet direct nodig, maar handig als we nog vragen hebben.

Waarom Startel?

Persoonlijke
aanpak
Ervaren
trainers
Aanbod
op maat
Klassikaal en e-learning
mogelijkheden

Het programma

Module 1: Overview of Dynamics 365 Finance


This module will discuss the core components of Finance and look at the modules involved.


Lessons


  • Introduction
  • Lesson 1: Overview of Dynamics 365 Finance Features and capabilities
  • Lesson 2: Core components of Dynamics 365 Finance
  • Lesson 3: Overview of financial management modules in Dynamics 365 Finance
  • Lesson 4: Benefits of Dynamics 365 Finance
  • Module summary
  • Knowledge Check


You learned some of benefits of financial management of Dynamics 365 Finance.


Module 2: Set up and configure financial management


In this module, we will discuss how to create a new legal entity (company) and setup and configure financial management for it. This module includes general ledger.


Lessons


  • Introduction
  • Lesson 1: Create and configure new legal entity
  • Lesson 2: Define and configure the chart of accounts
  • Lesson 3: Configure ledgers and currencies
  • Lesson 4: Implement and manage journals
  • Lesson 5: Implement and manage cash and bank
  • Lesson 6: Implement cost accounting and cost management
  • Lesson 7: Perform periodic processes
  • Lesson 8: Configure, collect, and report taxes
  • Module summary
  • Knowledge Check


Lab : Exercise 1: Configure a new legal entity


Lab : Exercise 2: Create a chart of accounts and main accounts


Lab : Exercise 3: Create Advanced Rule Structures


Lab : Exercise 4: Create a fiscal calendar, years and periods


Lab : Exercise 5: Import exchange rates by using a provider


Lab : Exercise 6: Create and use Voucher templates


Lab : Exercise 7: Configure and test Accrual schemes


Lab : Exercise 8: Configure and test ledger allocation rules


Lab : Exercise 9: Set up and use Intercompany accounting


Lab : Exercise 10: Create bank transaction types and bank transaction groups


Lab : Exercise 11: Create a bank group and bank account


Lab : Exercise 12: Make deposits and perform payment reversals


Lab : Exercise 13: Use Bank management workspaces


Lab : Exercise 14: Create Cost accounting by using a wizard


Lab : Exercise 15: Perform year end close


Lab : Exercise 16: Configure Indirect sales tax


you'll be able to set up and configure financial management by preparing the G/L and others.


Module 3: Implement and manage shared configuration for A/P and A/R


Dynamics 365 Finance offers extensive functionality for setting up different payment options which are shared between accounts payable and receivable modules.


Lessons


  • Introduction
  • Lesson 1: Configure Terms of payment
  • Lesson 2: Configure payment days, and payment schedules
  • Lesson 3: Configure Cash discounts
  • Lesson 4: Configure Payment calendar
  • Lesson 5: Configure Payment fees
  • Module summary
  • Knowledge Check


Lab : Exercise 1: Configure Terms of payment


Lab : Exercise 2: Configure Payment Schedule


Lab : Exercise 3: Configure cash discounts


Lab : Exercise 4: Create a payment calendar


Lab : Exercise 5: Configure Payment fees


you'll be able to configure payment and bank information


Module 4: Implement and manage accounts payable


This topic explains the basic setup of accounts payable and the vendor setup for efficient management of vendors and vendor transactions in Dynamics 365 Finance.


Lessons


  • Introduction
  • Lesson 1: Create and maintain Accounts payable method of payments
  • Lesson 2: Create and maintain Vendor groups and vendors
  • Lesson 3: Create and configure vendor posting profile
  • Lesson 4: Configure invoice validation policies
  • Lesson 5: Process orders, invoices, and payments
  • Lesson 6: Enable and test vendor collaboration portal for a vendor
  • Lesson 7: Configure accounts payable charges
  • Lesson 8: Configure and use Positive pay
  • Module summary
  • Knowledge check


Lab : Exercise 1: Configure Method of Payment


Lab : Exercise 2: Create Vendor group and vendor


Lab : Exercise 3: Create and configure vendor posting profile


Lab : Exercise 4: Record vendor invoice and match against received quantity


Lab : Exercise 5: Use the vendor invoice matching policy


Lab : Exercise 6: Record invoice by using Invoice register, approval and Invoice journals


Lab : Exercise 7: Process Vendor payment by using a Payment journal


Lab : Exercise 8: Configure vendor collaboration


Lab : Exercise 9: Manage charges


You've now learned:


  • that payment options in Dynamics 365 Finance are flexible
  • to set up and use payment schedules
  • to manage cash discount
  • to work with vendor groups
  • to use features such as prepayments


Module 5: Implement and manage expense management


You can use the Dynamics 365 Finance and Operations apps expense management to create an integrated workflow where you can store payment method information, import credit card transactions, and track the money that employees spend when they incur expenses for your business. You can also define expense policies and automate the reimbursement of travel expenses. Expense report entry has been redesigned to simplify the experience and decrease the time that is required to complete expense reports. You can turn on this functionality in Feature management. You can add a new setup page to configure the visibility of expense fields, and specify what data is required, optional, or not available when expense reports are entered. When this functionality is turned on, a new expense workspace is available. This workspace replaces the previous expense workspace and is the landing page for the improved entry experience. Travel and expense management has a strong value proposition for organizations with discretionary spending. Travel and entertainment expenses are a significant part of a company's controllable expense. To help curb these costs, expense management provides a mechanism to define and apply expense policies, in addition to flagging and reporting on abusers of the policies. Additionally, automating the entry and reimbursement of travel and entertainment expenses reduces processing costs versus manual entry. Expense management has tight integration with other modules such as Accounts payable, General ledger, Procurement, and sourcing and Project management and accounting.


Lessons


  • Introduction
  • Lesson 1: Configure and use expense management
  • Module summary
  • Knowledge check


Lab : Exercise 1: Create an Expense Category


Lab : Exercise 2: Create an Expense Policy


Lab : Exercise 3: Create an Audit Policy


Lab : Exercise 4: Create and Submit an Expense Report


you have learned some of benefits and overall features and functionality of Expense management.


Module 6: Implement and manage accounts receivable and credit and collections


You need to configure the Accounts receivable module to be able to perform A/R functionality. You could then create customer invoices, post packing slips, use free text invoices that are not related to sales orders, and receive payments by using several different payment types such as cash, checks, credit cards, and electronic payments from your customers. Managing prospects and customers properly helps businesses to fulfil some of their requirements, such as customers’ satisfaction. At the same time, proper management avoids loss by checking many factors such as the credit limit and blocking the order being processed if it violates the policies of the company. Salespersons are the key for company’s revenue, and their commissions should be taken care of upon completion of the sales cycle.


Lessons


  • Introduction
  • Lesson 1: Configure Method of Payment
  • Lesson 2: Create and maintain Customer groups and customers
  • Lesson 3: Create and configure customer posting profile
  • Lesson 4: Process orders, invoices, and payments
  • Lesson 5: Configure Accounts receivable charges
  • Lesson 6: Manage credit and collections
  • Lesson 7: Configure revenue recognition
  • Module summary
  • Knowledge Check


Lab : Exercise 1: Configure Method of Payment


Lab : Exercise 2: Create a new customer group and customer


Lab : Exercise 3: Configure and maintain customers


Lab : Exercise 4: Create and configure customer posting profile


Lab : Exercise 5: Create and process free text invoices


Lab : Exercise 6: Process invoice and settle it against a payment


Lab : Exercise 7: Set up charge codes for Accounts receivable


Lab : Exercise 8: Configure Credit and collections


Lab : Exercise 9: Perform Write-Offs


Lab : Exercise 10: Process credit and collections


you have learned how to:


  • Configure Method of Payment
  • Describe and configure electronic payment formats
  • Create and maintain Customer groups and customers
  • Create and configure customer posting profile
  • Process orders, invoices, and payments
  • Configure Accounts receivable charges
  • Manage credit and collections
  • Configure revenue recognition


Module 7: Configure and manage budgeting


Every organization, whether it is private or public, sets financial and operational goals by creating budgets. When the budget is established, management monitors the activities within the budget framework.


Lessons


  • Introduction
  • Lesson 1: Configure and use basic budgeting
  • Lesson 2: Configure and use budget controls
  • Lesson 3: Create and configure registry entries
  • Lesson 4: Configure and use budget planning
  • Module summary
  • Knowledge Check


Lab : Exercise 1: Configure Basic budgeting components


Lab : Exercise 2: Configure Budget control components


Lab : Exercise 3: Use Budget register entries


Lab : Exercise 4: Configure Budget planning, create and use a planning process


you have learned how to:


  • Configure and manage Budgeting processes
  • Configure budgeting components incl budget models, codes, allocation terms, cycles, transfer rules
  • Configure budget controls including cycle time spans, budget parameters, budget fund availability…
  • … options, budget control rules and groups, and over-budget permissions
  • Implement budget workflows
  • Create and configure registry entries
  • Perform budget checks on documents and journals
  • Create a budget plan including scenarios, stages, allocation stages, stage allocations, templates
  • Define a budget planning process and plan a budget


Module 8: Configure and manage fixed assets


The way in which fixed assets are handled must correspond to both international accounting standards and the accounting legislation in each country/region. Requirements might include rules for recording acquisition and disposal transactions, depreciation, lifetimes, and write-ups and write-downs of fixed assets. The Fixed assets functionality incorporates many of these standards and rules.


Lessons


  • Introduction
  • Lesson 1: Configure Fixed assets components
  • Lesson 2: Manage Fixed assets
  • Lesson 3: Fixed asset acquisition, depreciation and disposal
  • Lesson 4: Fixed asset integration
  • Module summary
  • Knowledge Check


Lab : Exercise 1: Configure fixed assets components


Lab : Exercise 2: Set up and create depreciation profiles


Lab : Exercise 3: Acquiring an Asset Using the Fixed Assets Journal


Lab : Exercise 4: Depreciating and disposing an asset


you have learned how to:


  • Implement and manage fixed assets
  • Create fixed assets and fixed assets groups
  • Describe and configure fixed asset books and depreciation
  • Configure Fixed asset parameters
  • Fixed asset acquisition and depreciation
  • Fixed asset leasing
  • Dual currency with Fixed assets
  • Organization-wide fixed asset identifiers
  • Fixed asset disposal
  • Create fixed asset budgets and transfer the budgets to the budgeting module
  • Estimate and perform an elimination of a project to a fixed asset

Hoe maken we het persoonlijk?

Bij Startel is persoonlijk ook écht persoonlijk. Om de best passende trainingen te geven starten we met het belangrijkste ingrediënt: jou.

  1. We starten altijd met een intake om jou te leren kennen.
  2. We passen de Training aan de hand van jouw ambitie en doelen aan.
  3. We kijken ook naar jouw persoonlijke situatie om de lesstof zo praktisch mogelijk te maken.

Contact formulier

Wil je informatie of wil je een maatwerk training. Neem dan Contact met  ons op.

Microsoft Dynamics 365 Finance (MB-310T00)

Wij proberen je aanvraag zo snel mogelijk te beantwoorden. Meestal zou dat op de dag zelf gebeuren. Om je sneller van dienst te zijn vragen we je telefoonnummer.

categorie: 
  • Cloud
  • , Dynamics 365

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