Address
Level 8/25 Restwell Street, Bankstown NSW 2200, Australia
Business Hours
Monday to Friday: 10AM - 6PM
Weekend: CLOSED
MB-310T00-A: Manage Financial Operations with Dynamics 365 Finance
This intermediate course shows finance professionals and functional consultants how to configure and manage financial operations in Microsoft Dynamics 365 Finance. You’ll learn to set up the general ledger and legal entities, manage accounts payable and receivable, handle budgeting, fixed assets, cash and bank management, tax and multi-currency, and run financial period-end processes. It prepares you for the Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate (MB-310) exam.
Duration
32 hours (4 days)
Modules
34 Modules
Course type
Microsoft
Course Overview
The course prepares finance and IT professionals to manage financial operations in Microsoft Dynamics 365 Finance. The course builds practical capability across financial setup, currencies, fiscal calendars, chart of accounts, dimensions, ledgers, journals, taxes, cash and bank management, accounts receivable, credit and collections, accounts payable, intelligent invoice processing, budgeting, forecasting and fixed assets. Learners gain skills to streamline processes, improve reporting and decision-making, strengthen financial control and demonstrate certification-ready expertise for organizations using Dynamics 365 Finance in modern enterprise environments today.
Before You Begin
- Basic finance and accounting knowledge
- Familiarity with ERP systems or Microsoft Dynamics
- Basic IT skills, including data entry and troubleshooting
Key outcomes
- Learn how to set up the core finance system in Microsoft Dynamics 365 Finance, including currencies, fiscal calendars, chart of accounts, financial dimensions, ledgers, journals, taxes, and reporting.
- Learn how to handle customer payments, invoices, credit limits, and collection processes to help businesses manage money owed by customers.
- Discover how to manage supplier invoices, payments, settlements, accounting distributions, invoice validation, and intelligent OCR for vendor invoices.
- Gain practical knowledge on how to create budgets, control spending, plan future financial activities, and support better financial decision-making.
- Learn how to set up, acquire, track, depreciate, and dispose of fixed assets such as equipment, vehicles, or property within Dynamics 365 Finance.
Tools you’ll use
Microsoft Dynamics 365 Finance
General Ledger
Accounts Receivable
Accounts Payable
Credit and Collections
Budgeting and Budget Control
Fixed Assets Management
Cash and Bank Management
Tax Management
Financial Analytics and Reporting
Skills you’ll gain
- Configuring financial management in Dynamics 365 Finance
- Managing accounts receivable, credit, and collections
- Handling accounts payable and vendor invoices
- Using budgeting, forecasting, and budget control tools
- Managing fixed assets, depreciation, and disposal
- Working with taxes, ledgers, journals, and financial reporting
What You’ll Learn
34 modules
1Module 1: Get started with Dynamics 365 Finance
1.1 Introduction
1.2 Benefits of Dynamics 365 Finance
1.3 Overview
1.4 General ledger
1.5 Cash and bank management
1.6 Tax
1.7 Accounts payable
1.8 Accounts receivable
1.9 Credit and collections
1.10 Budgeting
1.11 Fixed assets
1.12 Cost accounting
1.13 Electronic invoicing
1.14 Lab – Explore Dynamics 365 Finance
1.15 Summary
1.2 Benefits of Dynamics 365 Finance
1.3 Overview
1.4 General ledger
1.5 Cash and bank management
1.6 Tax
1.7 Accounts payable
1.8 Accounts receivable
1.9 Credit and collections
1.10 Budgeting
1.11 Fixed assets
1.12 Cost accounting
1.13 Electronic invoicing
1.14 Lab – Explore Dynamics 365 Finance
1.15 Summary
2Module 2: Configure currencies in Dynamics 365 Finance
2.1 Introduction
2.2 Set up currencies and conversions
2.3 Configure and import currency exchange rates
2.4 Lab – Import exchange rates
2.5 Summary
2.2 Set up currencies and conversions
2.3 Configure and import currency exchange rates
2.4 Lab – Import exchange rates
2.5 Summary
3Module 3: Create fiscal calendars, years, and periods in Dynamics 365 Finance
3.1 Introduction
3.2 Fiscal calendars, fiscal years, and periods
3.3 Create fiscal calendars, years and periods
3.4 Select a fiscal calendar
3.5 Define budget cycle time spans
3.6 Maintain periods for your organization
3.7 Create date intervals
3.8 Lab – Work with the fiscal calendar, year, and periods
3.9 Summary
3.2 Fiscal calendars, fiscal years, and periods
3.3 Create fiscal calendars, years and periods
3.4 Select a fiscal calendar
3.5 Define budget cycle time spans
3.6 Maintain periods for your organization
3.7 Create date intervals
3.8 Lab – Work with the fiscal calendar, year, and periods
3.9 Summary
4Module 4: Get started with chart of accounts in Dynamics 365 Finance
4.1 Introduction
4.2 Plan your chart of accounts
4.3 Multiple chart of accounts
4.4 Set up a chart of accounts
4.5 Lab – Create a new main account
4.6 Summary
4.2 Plan your chart of accounts
4.3 Multiple chart of accounts
4.4 Set up a chart of accounts
4.5 Lab – Create a new main account
4.6 Summary
5Module 5: Set up chart of accounts in Dynamics 365 Finance
5.1 Introduction
5.2 Main account categories
5.3 Main account information
5.4 Allocation terms
5.5 Main account validation options
5.6 Main account closing options
5.7 Financial tags
5.8 Accounts for automatic transactions
5.9 Lab – Create a main account category in the chart of accounts
5.10 Summary
5.2 Main account categories
5.3 Main account information
5.4 Allocation terms
5.5 Main account validation options
5.6 Main account closing options
5.7 Financial tags
5.8 Accounts for automatic transactions
5.9 Lab – Create a main account category in the chart of accounts
5.10 Summary
6Module 6: Set up financial dimensions in Dynamics 365 Finance
6.1 Introduction
6.2 Define and set up financial dimensions
6.3 Create a custom financial dimension
6.4 Create an entity-backed financial dimension
6.5 Activate and delete financial dimensions
6.6 Default dimension values
6.7 Derived dimensions
6.8 Set up financial dimension templates and sets
6.9 Define and set up account structure and advanced rules
6.10 Ledger account aliases
6.11 Lab – Set up an account structure
6.12 Summary
6.2 Define and set up financial dimensions
6.3 Create a custom financial dimension
6.4 Create an entity-backed financial dimension
6.5 Activate and delete financial dimensions
6.6 Default dimension values
6.7 Derived dimensions
6.8 Set up financial dimension templates and sets
6.9 Define and set up account structure and advanced rules
6.10 Ledger account aliases
6.11 Lab – Set up an account structure
6.12 Summary
7Module 7: Set up ledgers and journals in Dynamics 365 Finance
7.1 Introduction
7.2 Understand the different types of journals and their setup
7.3 Describe use cases for periodic journals
7.4 Configure ledger and journal setup
7.5 Discover options for implementing voucher numbers in journals
7.6 Set up journal approvals
7.7 Configure and use journals
7.8 Publish journal lines to Microsoft Excel
7.9 Reverse journal posting
7.10 Set up batch transfer rules
7.11 Lab – Configure ledger and journal setup
7.12 Summary
7.2 Understand the different types of journals and their setup
7.3 Describe use cases for periodic journals
7.4 Configure ledger and journal setup
7.5 Discover options for implementing voucher numbers in journals
7.6 Set up journal approvals
7.7 Configure and use journals
7.8 Publish journal lines to Microsoft Excel
7.9 Reverse journal posting
7.10 Set up batch transfer rules
7.11 Lab – Configure ledger and journal setup
7.12 Summary
8Module 8: Perform general ledger daily procedures in Dynamics 365 Finance
8.1 Introduction
8.2 Using balance control accounts
8.3 Process a journal entry
8.4 Work with general ledger processes
8.5 Ledger settlements
8.6 Create templates to edit journals in Microsoft Excel
8.7 Create voucher templates
8.8 Set up journal controls
8.9 Exercise – Create and use a voucher template
8.10 Summary
8.2 Using balance control accounts
8.3 Process a journal entry
8.4 Work with general ledger processes
8.5 Ledger settlements
8.6 Create templates to edit journals in Microsoft Excel
8.7 Create voucher templates
8.8 Set up journal controls
8.9 Exercise – Create and use a voucher template
8.10 Summary
9Module 9: Intercompany accounting in Dynamics 365 Finance
9.1 Introduction
9.2 Set up intercompany accounting
9.3 Post intercompany journals
9.4 Trace an intercompany entry
9.5 Lab – Set up and use intercompany accounting
9.6 Summary
9.2 Set up intercompany accounting
9.3 Post intercompany journals
9.4 Trace an intercompany entry
9.5 Lab – Set up and use intercompany accounting
9.6 Summary
10Module 10: Configure ledger allocations and accruals in Dynamics 365 Finance
10.1 Introduction
10.2 Configure and apply accrual schemes
10.3 Exercise – Configure and use accrual schemes
10.4 Configure ledger allocation rules
10.5 Exercise – Configure and test ledger allocation rules
10.6 Summary
10.2 Configure and apply accrual schemes
10.3 Exercise – Configure and use accrual schemes
10.4 Configure ledger allocation rules
10.5 Exercise – Configure and test ledger allocation rules
10.6 Summary
11Module 11: Configure and perform periodic processes in Dynamics 365 Finance
11.1 Introduction
11.2 Set up the Financial period workspace and closing schedule
11.3 Bank reconciliations
11.4 Cash application in advanced bank reconciliation
11.5 Clear bridging payments using advanced bank reconciliation
11.6 Run foreign currency revaluation processes
11.7 Run trial balance
11.8 Process end of year close
11.9 Perform financial consolidations
11.10 Lab – Perform year-end close and a consolidation
11.11 Summary
11.2 Set up the Financial period workspace and closing schedule
11.3 Bank reconciliations
11.4 Cash application in advanced bank reconciliation
11.5 Clear bridging payments using advanced bank reconciliation
11.6 Run foreign currency revaluation processes
11.7 Run trial balance
11.8 Process end of year close
11.9 Perform financial consolidations
11.10 Lab – Perform year-end close and a consolidation
11.11 Summary
12Module 12: Work with analytics and reporting in finance and operations apps
12.1 Introduction
12.2 Understand different types of reports and inquiries
12.3 Financial reporting
12.4 Find inquiries and reports
12.5 Generate and consume inquiries and reports
12.6 Configure finance and operations apps for Microsoft Power Platform
12.7 Lab – Work with reports
12.8 Summary
12.2 Understand different types of reports and inquiries
12.3 Financial reporting
12.4 Find inquiries and reports
12.5 Generate and consume inquiries and reports
12.6 Configure finance and operations apps for Microsoft Power Platform
12.7 Lab – Work with reports
12.8 Summary
13Module 13: Configure cash and bank management in Dynamics 365 Finance
13.1 Introduction
13.2 Understand bank transaction types and groups
13.3 Set up cash and bank management parameters
13.4 Set up the Single Euro Payments Area (SEPA) direct debit mandate
13.5 Set up International Bank Account Number (IBAN) structures
13.6 Configure banks and bank check layout
13.7 Set up bank accounts for customers
13.8 Set up bank accounts for vendors
13.9 Deposits and refunds
13.10 Understand cash flow forecast and reports
13.11 Configure cash flow forecasting
13.12 Set up cash flow automation
13.13 Summarize vendor and customer payments in bank transactions
13.14 Lab – Work with cash and bank management
13.15 Summary
13.2 Understand bank transaction types and groups
13.3 Set up cash and bank management parameters
13.4 Set up the Single Euro Payments Area (SEPA) direct debit mandate
13.5 Set up International Bank Account Number (IBAN) structures
13.6 Configure banks and bank check layout
13.7 Set up bank accounts for customers
13.8 Set up bank accounts for vendors
13.9 Deposits and refunds
13.10 Understand cash flow forecast and reports
13.11 Configure cash flow forecasting
13.12 Set up cash flow automation
13.13 Summarize vendor and customer payments in bank transactions
13.14 Lab – Work with cash and bank management
13.15 Summary
14Module 14: Customer and vendor netting in Dynamics 365 Finance
14.1 Introduction
14.2 Prerequisites and setup
14.3 Netting agreements
14.4 Manual netting process
14.5 Automatic netting process
14.6 Netting history and reporting
14.7 Reversing netting transactions
14.8 Exercise – Practice netting
14.9 Summary
14.2 Prerequisites and setup
14.3 Netting agreements
14.4 Manual netting process
14.5 Automatic netting process
14.6 Netting history and reporting
14.7 Reversing netting transactions
14.8 Exercise – Practice netting
14.9 Summary
15Module 15: Set up taxes in Dynamics 365 Finance
15.1 Introduction
15.2 Configure ledger posting groups
15.3 Configure sales tax authorities
15.4 Exercise – Set up sales tax authorities
15.5 Configure sales tax settlement periods
15.6 Exercise – Set up sales tax settlement periods
15.7 Create sales tax codes
15.8 Configure sales tax groups and item sales tax groups
15.9 Exercise – Set up sales tax codes and sales tax groups
15.10 Summary
15.2 Configure ledger posting groups
15.3 Configure sales tax authorities
15.4 Exercise – Set up sales tax authorities
15.5 Configure sales tax settlement periods
15.6 Exercise – Set up sales tax settlement periods
15.7 Create sales tax codes
15.8 Configure sales tax groups and item sales tax groups
15.9 Exercise – Set up sales tax codes and sales tax groups
15.10 Summary
16Module 16: Work with taxes in Dynamics 365 Finance
16.1 Introduction
16.2 Withholding tax
16.3 Sales tax exemption
16.4 Conditional sales tax
16.5 Sales tax on transactions
16.6 Set up sales tax reporting codes
16.7 Exercise – Set up sales tax reporting codes and withholding tax
16.8 Calculate and adjust sales tax
16.9 Prepare periodic filing
16.10 Summary
16.2 Withholding tax
16.3 Sales tax exemption
16.4 Conditional sales tax
16.5 Sales tax on transactions
16.6 Set up sales tax reporting codes
16.7 Exercise – Set up sales tax reporting codes and withholding tax
16.8 Calculate and adjust sales tax
16.9 Prepare periodic filing
16.10 Summary
17Module 17: Set up accounts receivable in Dynamics 365 Finance
17.1 Introduction
17.2 Payment schedule
17.3 Terms of payment and payment days
17.4 Cash discounts
17.5 Payment fees
17.6 Set up the credit card payment service
17.7 Methods of payment and payment control
17.8 Set up a payment calendar and payment calendar rules
17.9 Create and maintain customers
17.10 Set up customer posting profiles
17.11 Configure accounts receivable charges
17.12 Lab – Configure customer posting profiles and create a new customer
17.13 Summary
17.2 Payment schedule
17.3 Terms of payment and payment days
17.4 Cash discounts
17.5 Payment fees
17.6 Set up the credit card payment service
17.7 Methods of payment and payment control
17.8 Set up a payment calendar and payment calendar rules
17.9 Create and maintain customers
17.10 Set up customer posting profiles
17.11 Configure accounts receivable charges
17.12 Lab – Configure customer posting profiles and create a new customer
17.13 Summary
18Module 18: Get started with accounts receivable daily procedures in Dynamics 365 Finance
18.1 Introduction
18.2 Create free text invoice
18.3 Exercise – Create and process a free text invoice
18.4 Recurring free text invoices
18.5 Create and handle payments of customer invoices for sales orders
18.6 Exercise – Work with invoices from sales orders
18.7 Settle transactions and undo settlements
18.8 Exercise – Process an invoice and settle it against a payment
18.9 Reimburse a customer
18.10 Summary
18.2 Create free text invoice
18.3 Exercise – Create and process a free text invoice
18.4 Recurring free text invoices
18.5 Create and handle payments of customer invoices for sales orders
18.6 Exercise – Work with invoices from sales orders
18.7 Settle transactions and undo settlements
18.8 Exercise – Process an invoice and settle it against a payment
18.9 Reimburse a customer
18.10 Summary
19Module 19: Set up credit and collections in Dynamics 365 Finance
19.1 Introduction
19.2 Set up accounts receivables for credit and collections
19.3 Set up credit and collections components
19.4 Set up interest rates for an interest code
19.5 Waive, reinstate, or reverse interest fees
19.6 Set up and manage collection letters
19.7 Exercise – Set up credit and collections in Finance
19.8 Exercise – Create a write-off journal for a customer
19.9 Summary
19.2 Set up accounts receivables for credit and collections
19.3 Set up credit and collections components
19.4 Set up interest rates for an interest code
19.5 Waive, reinstate, or reverse interest fees
19.6 Set up and manage collection letters
19.7 Exercise – Set up credit and collections in Finance
19.8 Exercise – Create a write-off journal for a customer
19.9 Summary
20Module 20: Process credit and collections in Dynamics 365 Finance
20.1 Introduction
20.2 Customer account statement
20.3 Working with collections
20.4 Collections coordinator workspace
20.5 Manage customer credit and collections
20.6 Credit management
20.7 Lab – Work with credit and collections
20.8 Summary
20.2 Customer account statement
20.3 Working with collections
20.4 Collections coordinator workspace
20.5 Manage customer credit and collections
20.6 Credit management
20.7 Lab – Work with credit and collections
20.8 Summary
21Module 21: Implement cost management in Dynamics 365 Finance
21.1 Introduction
21.2 Implement cost management
21.3 Configure cost groups
21.4 Configure inventory costing versions
21.5 Differentiate between inventory costing methodologies
21.6 Configure item model groups
21.7 Configure item groups and inventory posting profiles
21.8 Perform inventory recalculation, closing, and adjustment processes
21.9 Summary
21.2 Implement cost management
21.3 Configure cost groups
21.4 Configure inventory costing versions
21.5 Differentiate between inventory costing methodologies
21.6 Configure item model groups
21.7 Configure item groups and inventory posting profiles
21.8 Perform inventory recalculation, closing, and adjustment processes
21.9 Summary
22Module 22: Configure Accounts payable in Dynamics 365 Finance
22.1 Introduction
22.2 Configure the payment schedule
22.3 Configure terms of payment and payment days
22.4 Configure cash discounts
22.5 Set up payment fees
22.6 Create vendor groups
22.7 Set up accounts payable posting profiles
22.8 Set up default descriptions for automatic posting
22.9 Create vendors
22.10 Set up methods of payment for vendors
22.11 Set up bank accounts and bank account approvals for vendors
22.12 Set up electronic payment formats
22.13 Configure accounts payable charges
22.14 Configure and use positive pay
22.15 Lab – Configure accounts payable component
22.16 Summary
22.2 Configure the payment schedule
22.3 Configure terms of payment and payment days
22.4 Configure cash discounts
22.5 Set up payment fees
22.6 Create vendor groups
22.7 Set up accounts payable posting profiles
22.8 Set up default descriptions for automatic posting
22.9 Create vendors
22.10 Set up methods of payment for vendors
22.11 Set up bank accounts and bank account approvals for vendors
22.12 Set up electronic payment formats
22.13 Configure accounts payable charges
22.14 Configure and use positive pay
22.15 Lab – Configure accounts payable component
22.16 Summary
23Module 23: Work with accounts payable daily procedures in Dynamics 365 Finance
23.1 Introduction
23.2 Incoming invoice payments
23.3 Process accounts payable credit memos
23.4 Modify due dates and discount dates
23.5 Work with cash discounts from vendors
23.6 Create vendor payments
23.7 Centralized payments
23.8 Reverse a vendor payment
23.9 Manage prepayments and prepayment invoices
23.10 Exercise- Process a vendor payment by using a payment journal
23.11 Summary
23.2 Incoming invoice payments
23.3 Process accounts payable credit memos
23.4 Modify due dates and discount dates
23.5 Work with cash discounts from vendors
23.6 Create vendor payments
23.7 Centralized payments
23.8 Reverse a vendor payment
23.9 Manage prepayments and prepayment invoices
23.10 Exercise- Process a vendor payment by using a payment journal
23.11 Summary
24Module 24: Work with accounting distributions, invoice validations, and settlements in Dynamics 365 Finance
24.1 Introduction
24.2 Settle transactions and undo settlements
24.3 Distribute funds by using accounting distributions
24.4 Configure invoice validation policies
24.5 Three-way matching policies
24.6 Vendor invoice workflow
24.7 Lab – Work with accounting distributions, invoice validations, and settlements
24.8 Summary
24.2 Settle transactions and undo settlements
24.3 Distribute funds by using accounting distributions
24.4 Configure invoice validation policies
24.5 Three-way matching policies
24.6 Vendor invoice workflow
24.7 Lab – Work with accounting distributions, invoice validations, and settlements
24.8 Summary
25Module 25: Set up and use Intelligent OCR for vendor invoices in Dynamics 365 Finance
25.1 Introduction
25.2 Configuration options
25.3 Enable automatic vendor invoice prepayments
25.4 Use workflow and product match receipts
25.5 View vendor invoice automation results
25.6 Summary
25.2 Configuration options
25.3 Enable automatic vendor invoice prepayments
25.4 Use workflow and product match receipts
25.5 View vendor invoice automation results
25.6 Summary
26Module 26: Get started with Expense management in Dynamics 365 Project Operations
26.1 Introduction
26.2 Plan expense management
26.3 Intercompany expenses
26.4 Financial management
26.5 Per diems
26.6 Journals and accounts
26.7 Payment methods
26.8 Taxes
26.9 Policies
26.10 Expense categories and shared categories
26.11 Map expense categories to a main account
26.12 Summary
26.2 Plan expense management
26.3 Intercompany expenses
26.4 Financial management
26.5 Per diems
26.6 Journals and accounts
26.7 Payment methods
26.8 Taxes
26.9 Policies
26.10 Expense categories and shared categories
26.11 Map expense categories to a main account
26.12 Summary
27Module 27: Set up and configure Expense management in Dynamics 365 Project Operations
27.1 Introduction
27.2 Expense management workspace
27.3 Expense management parameters
27.4 Expense management workflows
27.5 Expense report policies and per diem rules
27.6 Evaluate policies by using Audit workbench cases
27.7 Set up mileage expense options
27.8 Intercompany expenses
27.9 Personal expenses on an expense report
27.10 Set up credit card transaction processing and import credit transactions
27.11 Expense receipt processing
27.12 VAT recovery
27.13 Summary
27.2 Expense management workspace
27.3 Expense management parameters
27.4 Expense management workflows
27.5 Expense report policies and per diem rules
27.6 Evaluate policies by using Audit workbench cases
27.7 Set up mileage expense options
27.8 Intercompany expenses
27.9 Personal expenses on an expense report
27.10 Set up credit card transaction processing and import credit transactions
27.11 Expense receipt processing
27.12 VAT recovery
27.13 Summary
28Module 28: Set up and use basic budgeting Dynamics 365 Finance
28.1 Introduction
28.2 Plan for basic budgeting and budge
28.3 Budget methodologies
28.4 Basic budgeting overview
28.5 Set up basic budgeting
28.6 Create and manage budget register entries
28.7 Exercise – Create a budget register entry
28.8 Implement a budget register workflow
28.9 Use workspace and inquiry pages to track budget vs. actuals
28.10 Use inquiries and reports for budget analysis
28.11 Exercise – Set up basic budgeting components
28.12 Summary
28.2 Plan for basic budgeting and budge
28.3 Budget methodologies
28.4 Basic budgeting overview
28.5 Set up basic budgeting
28.6 Create and manage budget register entries
28.7 Exercise – Create a budget register entry
28.8 Implement a budget register workflow
28.9 Use workspace and inquiry pages to track budget vs. actuals
28.10 Use inquiries and reports for budget analysis
28.11 Exercise – Set up basic budgeting components
28.12 Summary
29Module 29: Set up and use budget control in Dynamics 365 Finance
29.1 Introduction
29.2 Budget control overview and concepts
29.3 Set up budget control parameters
29.4 Budget funds available
29.5 Budget source documents
29.6 Budget groups
29.7 Activate budget control
29.8 Exercise – Set up budget control components
29.9 Summary
29.2 Budget control overview and concepts
29.3 Set up budget control parameters
29.4 Budget funds available
29.5 Budget source documents
29.6 Budget groups
29.7 Activate budget control
29.8 Exercise – Set up budget control components
29.9 Summary
30Module 30: Configure and use budget planning in Dynamics 365 Finance
30.1 Introduction
30.2 Configure budget planning components
30.3 Exercise – Configure budget planning, create, and use a planning process
30.4 Summary
30.2 Configure budget planning components
30.3 Exercise – Configure budget planning, create, and use a planning process
30.4 Summary
31Module 31: Configure fixed assets management in Dynamics 365 Finance
31.1 Introduction
31.2 Fixed assets and current assets
31.3 Accounting for fixed assets
31.4 Relationships between fixed assets components
31.5 Configure fixed assets components
31.6 Derived books
31.7 Enable fixed asset integration
31.8 Fixed asset transaction options
31.9 Demonstration – Create a fixed asset
31.10 Lab – Work with fixed assets
31.11 Summary
31.2 Fixed assets and current assets
31.3 Accounting for fixed assets
31.4 Relationships between fixed assets components
31.5 Configure fixed assets components
31.6 Derived books
31.7 Enable fixed asset integration
31.8 Fixed asset transaction options
31.9 Demonstration – Create a fixed asset
31.10 Lab – Work with fixed assets
31.11 Summary
32Module 32: Set up and acquire fixed assets in Dynamics 365 Finance
32.1 Introduction
32.2 Life cycle of a fixed asset
32.3 Fixed asset management workspace
32.4 Fixed assets page
32.5 Set up fixed assets
32.6 Create a fixed asset
32.7 Activate a stock item
32.8 Set up acquisitions
32.9 Proposals
32.10 Acquire assets through procurement
32.11 Estimate and eliminate a project to a fixed asset
32.12 Manual and automatic methods to create fixed assets
32.13 Lab – Acquire a new asset
32.14 Summary
32.2 Life cycle of a fixed asset
32.3 Fixed asset management workspace
32.4 Fixed assets page
32.5 Set up fixed assets
32.6 Create a fixed asset
32.7 Activate a stock item
32.8 Set up acquisitions
32.9 Proposals
32.10 Acquire assets through procurement
32.11 Estimate and eliminate a project to a fixed asset
32.12 Manual and automatic methods to create fixed assets
32.13 Lab – Acquire a new asset
32.14 Summary
33Module 33: Manage fixed assets in Dynamics 365 Finance
33.1 Introduction
33.2 Asset budgeting
33.3 Transfer a fixed asset
33.4 Set up fixed asset groups
33.5 Split a fixed asset
33.6 Update fixed asset information
33.7 Recalculate replacement costs and insured values for fixed asset groups
33.8 Fixed assets roll forward report
33.9 Summary
33.2 Asset budgeting
33.3 Transfer a fixed asset
33.4 Set up fixed asset groups
33.5 Split a fixed asset
33.6 Update fixed asset information
33.7 Recalculate replacement costs and insured values for fixed asset groups
33.8 Fixed assets roll forward report
33.9 Summary
34Module 34: Work with fixed asset deprecation and disposal in Dynamics 365 Finance
34.1 Introduction
34.2 Depreciation
34.3 Dispose of and lend fixed assets
34.4 Sell a fixed asset by using a free text invoice
34.5 Dispose of fixed assets as scrap
34.6 Exercise – Create a depreciation proposal
34.7 Summary
34.2 Depreciation
34.3 Dispose of and lend fixed assets
34.4 Sell a fixed asset by using a free text invoice
34.5 Dispose of fixed assets as scrap
34.6 Exercise – Create a depreciation proposal
34.7 Summary
Certification & Credentials
Certificate track
32 hours (4 days)
Target Audience
Intended roles
- Dynamics 365 Finance Consultant
Frequently asked questions
What is this course about?
This course teaches how to configure and use Microsoft Dynamics 365 Finance for financial management, including ledgers, journals, taxes, budgeting, accounts payable, accounts receivable, and fixed assets.
Who should take this course?
It is suitable for finance professionals and IT specialists who want to manage financial operations using Dynamics 365 Finance.
What is the course outcome?
After completing the course, learners can demonstrate expertise in managing key financial tasks and supporting better financial control, reporting, and decision-making in Dynamics 365 Finance.
What skills will I gain?
You will learn to manage accounts payable, accounts receivable, credit and collections, budgeting, forecasting, taxes, reporting, and fixed asset processes.
Do I need to have any prio knowledge to take up this course?
Learners should have basic finance and accounting knowledge, familiarity with ERP systems or Microsoft Dynamics, and basic IT skills.
| Duration | 32 hours (4 days) |
|---|---|
| Modules | 34 Modules |
| Course type | Microsoft |
| Category | Microsoft |
| Intended roles | Dynamics 365 Finance Consultant |
| Prerequisites | Basic finance and accounting knowledge, Familiarity with ERP systems or Microsoft Dynamics, Basic IT skills, including data entry and troubleshooting |
Be the first to review “MB-310T00-A: Manage Financial Operations with Dynamics 365 Finance”
Reviews
There are no reviews yet.