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Microsoft Dynamics 365: Finance (MB-310T00) Certification Training
MB-310T00: Course
MB-310T00: Course
The 4-day (32 hours) MB-310T00: Microsoft Dynamics 365 Finance will provide you with the learning and experience of using Dynamics 365 Finance tools. The course will cover concepts related to budget preparation, financial auditing, reporting of finance and other relate
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MB-310T00: Microsoft D1namics 365 Finance - Course Overview
The MB-310T00: Microsoft Dynamics 365 Finance is a 04 days (32 hours) course that will help you in understanding and developing the skills for effective implementation of Dynamics 365 Finance tools. The course assists you with the tools used for the configuration and implementation of the financial components involved in the platform. The concepts cover main topics of essential financial components like accounts payable, accounts receivable, collections and fixed assets.
Learners and professional will gain essential knowledge to prepare budgets at the organization and ensure smooth business operations. The course will prepare you for MB-310 Microsoft Dynamics 365 Finance exam. After completion of the exam, you will gain Microsoft Dynamics 365 Finance certification.
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Course Objectives
After completing the course, professionals will understand and perform the various types of financial duties in Dynamics 365 Finance:
- Configure charts and ledgers in Dynamic 365 Finance
- Work with analytics in finance
- Reporting in finance and operations applications.
- Set up journals and ledgers in Dynamic 365 Finance
- Configure accounts receivable in Dynamic 365 Finance
- Configure Accounts and process credit collections
- Perform accounts payable daily procedures and intercompany accounting
- Create fiscal calendars, and accounts
- Configure currencies and work with account distributions
Target Audience
Functional consultants responsible for:
- Capturing requirements
- Performing discovery
- Engaging subject matter experts, and
- Configuring solutions and applications
Pre-Requisites
- The professionals enrolling for this course need basic understanding and skills of accounting.
- The professionals should have core competencies in Dynamics 365 Core.
Course Outline
Get started with Dynamics 365 Finance
- The benefits of Dynamics 365 Finance
- An overview of features in Finance
- Lab: Explore Dynamics 365 Finance
Configure currencies in Dynamics 365 Finance
- Different types of currencies in Finance
- The concept of triangulation currency
- How to set up legal entity currencies and conversions
- How to configure exchange rate providers
- How to import exchange rates from providers
- Lab: Import exchange rates
Create fiscal calendars, years, and periods in Dynamics 365 Finance
- Differentiate between the ledger and fiscal calendars
- Configure and set up fiscal calendars, years, and periods
- Create and use date intervals
- Lab: Work with the fiscal calendar, year, and periods
Configure chart of accounts in Dynamics 365 Finance
- Identify the required components for a chart of accounts
- Define and configure the chart of accounts
- Define and configure the financial dimensions and dimension sets
- Configure chart of accounts, main accounts, categories, templates, ledger account alias, and balance control
- Configure account structures and advanced rules
- Lab: Create a main account category in the chart of accounts, and an advanced rule structure
Configure ledgers and journals in Dynamics 365 Finance
- Different types of journals and their setup
- How to configure the ledger and posting setup
- How to configure and use journals
- How to reverse journal posting
- How to set up batch transfer rules
- Lab: Configure ledger and journal setup
Perform general ledger daily procedures in Dynamics 365 Finance
- General ledger processes
- Balance control accounts
- Journal controls
- Voucher templates
- Ledger settlements
- Lab: Create and use a voucher template
Intercompany accounting in Dynamics 365 Finance
- Set up intercompany accounting
- Use intercompany accounting to post journals between two different legal entities
- Lab: Set up and use intercompany accounting
Configure ledger allocations and accruals in Dynamics 365 Finance
- Configure and use accruals
- Configure and use allocations
- Lab: Configure and use accrual schemes
- Lab: Configure and test ledger allocation rules
Configure and perform periodic processes in Dynamics 365 Finance
- Configure financial period close
- Reconcile banks
- Perform periodic closing and year-closing processes
- Prepare periodic filings
- Configure and work with vendor 1099 processes
- Run foreign currency revaluation processes
- Perform financial consolidation and elimination processes
- Process end-of-year tax reporting
- Lab: Perform year-end close and a consolidation
Work with analytics and reporting in finance and operations apps
- Different types of reports and inquiries in finance and operations apps
- Financial reporting
- Configuring finance and operations apps for Microsoft Power Platform
- Generating and consuming inquiries and reports
- Lab: Work with reports
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
- Lab: Work with cash and bank management
Configure taxes in Dynamics 365 Finance
- Learn about regional tax reporting capabilities.
- Configure tax components
- Lab: Set up ledger posting groups for sales tax
- Lab: Set up sales tax authorities
- Lab: Set up sales tax settlement periods
- Lab: Set up sales tax codes and sales tax groups
- Lab: Set up sales tax reporting codes and withholding tax
- Lab: View posted sales tax transactions
Configure accounts receivable in Dynamics 365 Finance
- Configure Accounts receivable components
- Create and maintain a customer
- Configure customer payments
- Set up payment calendars and calendar rules
- Set up customer posting profiles
- Configure accounts receivable charges
- Lab: Configure customer posting profiles and create a new customer
Perform accounts receivable daily procedures in Dynamics 365 Finance
- Create free text invoices and record customer payments
- Distribute funds by using accounting distributions
- Configure recurring invoices
- Use reversals in Accounts receivable
- Understand revenue recognition
- Lab: Create and process a free text invoice
- Lab: Work with invoices from sales orders
- Lab: Process an invoice and settle it against a payment
Configure credit and collections in Dynamics 365 Finance
- Configure credit and collections components
- Configure aging reports, customer pools, collection agents, and aging period definitions
- Set up and manage interests
- Set up and manage collection letters
- Lab: Set up credit and collections in Finance
- Lab: Create a write-off journal for a customer
Process credit and collections in Dynamics 365 Finance
- How to use customer account statements
- How to process collections
- How to use the credit management feature
- Lab: Work with credit and collections
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
- Lab: Configure accounts payable components
Perform Accounts payable daily procedures in Dynamics 365 Finance
- Record invoices and process payments
- Manage and apply prepayments
- Lab: Record an invoice
- Lab: Record a vendor invoice that is not associated with a purchase order
- Lab: Process a vendor payment by using a payment journal
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
- Lab: Work with accounting distributions, invoice validations, and settlements
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
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
Create and process expense reports in Dynamics 365 Project Operations
- Review expense report policies and per diem rules
- Create and maintain an expense report
- Learn about intercompany expenses
- Learn how to post, approve, and delegate expense reports
- Discover reporting options for expense management
- Lab: Create an expense report and submit it to a workflow
Work with travel requisitions in Dynamics 365 Project Operations
- Create a travel requisition
- Review travel requisition options
- Learn about the travel requisition approval process
- Lab: Create a travel requisition
Configure and use basic budgeting and budget control in Dynamics 365 Finance
- Configure basic budgeting components
- Configure budget control components
- Use inquiries and reports
- Create and manage budget register entries
- Lab: Configure basic budgeting components
- Lab: Configure budget control components
- Lab: Create a budget register entry
Configure and use budget planning in Dynamics 365 Finance
- Configure budget planning components
- Lab: Configure budget planning, create and use a planning process
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
- Lab: Work with fixed assets
Manage fixed assets in Dynamics 365 Finance
- Perform fixed asset acquisition
- Perform fixed asset depreciation
- Perform fixed asset disposal
- Lab: Manage fixed assets
About Related Certification - Microsoft Certified Dynamics 365 Finance Functional Consultant Associate
Microsoft Certified Dynamics 365 Finance Functional Consultant Associate certification validates your knowledge in finance-related concepts. It is good for people working in finance departments, looking for challenging responsibilities ahead.
You should qualify MB-300T00 and MB-310T00 examinations to earn this certification.
Choose Your Preferred Mode
ONLINE TRAINING
- Instructor-led Online Training
- Experienced Subject Matter Experts
- Approved and Quality Ensured Training Material
- 24*7 Leaner Assistance And Support
CORPORATE TRAINING
- Customized Training According to Requirements
- Instructor-Led Skill Development Program
- Ensure Maximum ROI for Corporates
- 24*7 Learner Assistance and Support
FAQ’s
What is MB-310T00?
The MB-310T00 is a four-day expert led course that will help you in understanding and developing the skills for effective implementation of Dynamics 365 Finance tools.
What are the prerequisites of this course?
The learners enrolling for the course should have basic accounting skill and core competency in Dynamics 365 Core.
Does Vinsys provide any assistance after competition of the course?
Vinsys provides assistance before and after competition of the course. The learners can gain future career guidance as well as assistance in selecting related course and gaining certifications.
What is the duration of the course?
The course is of four days duration.
Can I access the class material after the completion of the course?
Yes, you will get the course material.
Can I cancel the course after paying the course fees?
Yes, you can cancel the course 48 priors to the day of your sessions.
How can I take up the MB-310T00 training?
You can choose from convenient training options, including instructor-led training (vILT), instructor-led training (ILT), private group training, and more.
What is the related certification?
The Microsoft Certified Dynamics 365 Finance Functional Consultant Associate. The certification is good to excel in accounting career.
Which exam has to be cleared to get the certification?
You need to clear the MB-310T00: Microsoft Dynamics 365 Finance exam to get the certification.
What is the MB-310T00 exam format?
The MB-310T00 is a multiple-choice scenario-based examination that includes 40-60 questions. The exam code is MB-310.
What is the MB-310T00 exam passing score?
You will have to get at least 700 out of 1000 points to crack the MB-310T00 exam.
Is MB-310T00 certification available in the English language?
You can take the MB-320T00 certification in English, Chinese (Simplified), Japanese, German, French, Spanish, and Korean language.
Is MB-310T00 worth the time and effort?
Yes, MB-310T00 is worth your time and effort. The course will provide you with the knowledge that will be useful in clearly the certification exam. The course will improve your knowledge and skill application of Dynamics 365 Finance in your organization.
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Reviews
My team learned about the tools in Microsoft Dynamics 365 Finance and used them for analysing business requirements, budgeting, accounting, records payable and other financial aspects involved in the business. It helped them enhance the budget planning using Microsoft Dynamics 365 Finance. Great work Vinsys!
Ankush PrajapatiConsultant
I learned in detail about the applications of Microsoft Dynamics 365 Finance to understand the wide range of tools available on the platform. The expert-trainer was able to answer all my questions. Excellent communication!
Benjamin CruzSenior Admin Consultant
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