MB-310
Microsoft Dynamics 365 Finance
DLA KOGO?
Business/Program Analyst
STOPIEŃ TRUDNOŚCI

Łatwy (100) – szkolenie wstępne, poglądowe

<Średni (200) – szkolenie rozszerza wiedzę z poziomu 100 o szczegółowe zagadnienia

Trudny (300) – szkolenie rozszerza wiedzę z poziomu 200 o zaawansowane zagadnienia

Ekspert (400) – szkolenie zakłada ekspercki poziom wiedzy i doświadczenia oraz zapewnia dogłębną analizę zagadnienia

Średni
CZAS TRWANIA
4 dni
METODA SZKOLENIA
Zdalnie (vILT)
CENA

4000

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

DLA KOGO?

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.

ZDOBYTE UMIEJĘTNOŚCI

After completing this course students will be able to:

  • Understand and perform financial duties in Dynamics 365 Finance

EGZAMIN

Szkolenie przygotowuje do egzaminu: MB-310 - Microsoft Dynamics 365 Finance

Module 1: Financial Management

  • Benefits of financial management
  • Financial management
  • Module summary

Module 2: Configure Currencies

  • Introduction
  • Setup legal entity currencies and conversions
  • Configure and import currency exchange rates
  • Practice lab
  • Module summary

Module 3: Create Fiscal Calendars, Years and Periods

  • Introduction
  • Create fiscal calendars, years and periods
  • Create date intervals
  • Practice lab
  • Module summary

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
  • Practice labs
  • Module summary

Module 5: Configure Ledger and Journals

  • Journals and their setup
  • Configure ledger and journal setup
  • User journals
  • Practice lab
  • Module summary

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
  • Practice Labs
  • Module summary

Module 7: Use Cash and Bank Management

  • Make deposits and perform payment reversals
  • Use cash and bank management workspaces
  • Practice Labs
  • Module summary

Module 8: Configure Letters of Credit and Guarantees

  • Introduction
  • Configure letters of credit
  • Configure letters of guarantee
  • Module summary

Module 9: Perform Daily Procedures

  • Learn about general ledger processes
  • Create voucher templates
  • Setup journal controls
  • Practice Lab
  • Module summary

Module 10: Intercompany Accounting

  • Setup and use intercompany accounting
  • Practice Lab
  • Module Summary

Module 11: Configure Ledger Allocations and Accruals

  • Introduction
  • Configure and apply accrual schemes
  • Configure ledger allocation rules
  • Practice labs
  • Module summary

Module 12: Configure Sales Tax

  • Understand tax engine components
  • Practice lab
  • Module summary

Module 13: Configure Accounts Payable

  • Understand Task recorder functionality
  • Configure accounts payable parameters
  • Create and maintain vendors
  • Configure accounts payable charges
  • Configure and use positive pay
  • Practice Lab
  • Module Summary

Module 14: Perform Accounts Payable Daily Procedures

  • Introduction
  • Process orders, invoices, and payments
  • Manage and apply prepayments
  • Practice Labs
  • Module summary

Module 15: Use Accounting Distribution and Invoice Validations

  • Introduction
  • Settle transaction and undo settlements
  • Distribute funds
  • Configure invoice validation policies
  • Practice labs
  • Module summary

Module 16: Configure Accounts Receivable

  • Configure accounts receivable
  • Create and maintain customers
  • Setup customer posting profiles
  • Configure accounts receivable charges
  • Practice Lab
  • Module summary

Module 17: Perform Accounts Receivable Daily Procedures

  • Create free text invoices and record customer payments
  • Settle transactions and undo settlement
  • Practice Lab
  • Module summary

Module 18: Configure Credit and Collections

  • Introduction
  • Configure credit and collections components
  • Setup and manage interest
  • Waive, reinstate or reverse
  • Setup and manage collection letters
  • Practice Lab
  • Module Summary

Module 19: Process Credit and Collections

  • Introduction
  • Understand how to process collections
  • Manage customer credit and collections
  • Practice Labs
  • Module Summary

Module 20: Configure PostDated Checks

  • Introduction
  • Manage post dated checks
  • Practice Labs
  • Module Summary

Module 21: 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
  • Practice Labs
  • Module summary

Module 22: Configure and Use Budget Planning Processes

  • Introduction
  • Configure budget plannign components
  • Practice Lab
  • Module summary

Module 23: Configure Fixed Assets Management

  • Introduction
  • Configure fixed asset components
  • Enable fixed asset integration
  • Create fixed assets
  • Practice labs
  • Module summary

Module 24: Manage Fixed Assets

  • Introduction
  • Perform fixed assets tasks
  • Practice labs
  • Module summary

Module 25: Configure and Use Cost Accounting

  • Introduction
  • Cost control workspace
  • Practice lab
  • Module summary

Module 26: 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
  • Practice Labs
  • Module summary

Module 27: Configure the Electronic Reporting Framework

  • Introduction
  • Configure electronic reporting
  • Formula designer in electronic reporting
  • Practice Lab
  • Module summary

Module 28: 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
  • Practice Labs
  • Module summary

Module 29: Configure Financial Management for Public Sector

  • Introduction
  • Setup funds for the public sector
  • Setup derived financial hierarchies
  • Configure billing codes for free text invoices
  • Practice Labs
  • Module summary

Module 30: Course Conclusion

  • Final assessment
  • Course summary
  • Post-course survey
A
  • Basic accounting skills
  • Core competencies in Dynamics 365 Core

4000

W cenie szkolenia:

  • Autoryzowany instruktor
  • Laboratoria
  • Certyfikat ukończenia szkolenia
  • Materiały powiązane ze szkoleniem – dowiedz się więcej

Podana cena jest ceną netto, do której należy doliczyć podatek VAT zgodnie z obowiązującymi przepisami

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