Microsoft Dynamics 365 Finance (MB-310T00)

Module 1: Configure and use the general ledger in Dynamics 365 Finance

• Get started with Dynamics 365 Finance
• Configure currencies in Dynamics 365 Finance
• Create fiscal calendars, years, and periods in Dynamics 365 Finance
• Get started with chart of accounts in Dynamics 365 Finance
• Set up chart of accounts in Dynamics 365 Finance
• Set up financial dimensions in Dynamics 365 Finance
• Set up ledgers and journals in Dynamics 365 Finance
• Perform general ledger daily procedures in Dynamics 365 Finance
• Intercompany accounting in Dynamics 365 Finance
• Configure ledger allocations and accruals in Dynamics 365 Finance
• Configure and perform periodic processes in Dynamics 365 Finance

Module 2: 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

Module 3: 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.
• Use process automation to schedule updates for cash flow forecasts.
• Summarize vendor and customer payments in bank transactions.

Modality 4 : Set up taxes in Dynamics 365 Finance

• Configure ledger posting groups.
• Create sales tax authorities.
• Configure sales tax settlement periods.
• Create sales tax codes.
• Configure sales tax groups and item sales tax groups.

Modality 5: Work with taxes in Dynamics 365 Finance

• Withholding taxes
• Sales tax exemptions
• Conditional sales tax
• Analysis of sales tax on transactions
• How to set up sales tax reporting codes and withholding tax
• How to prepare periodic filling

Modality 6: Work with accounts receivable in Dynamics 365 Finance

• Set up accounts receivable in Dynamics 365 Finance
• Get started with accounts receivable daily procedures in Dynamics 365 Finance
• Set up credit and collections in Dynamics 365 Finance
• Process credit and collections in Dynamics 365 Finance

Modality 7: 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.

Modality 8 : Process purchase order invoices in Dynamics 365 Finance

• Use invoice types in Accounts payable.
• Record vendor invoices.
• Process purchase orders and purchase order invoices.
• Use periodically recurring invoices.
• Record an invoice.
• Record a vendor invoice that isn't associated with a purchase order.

Modality 9: 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.

Modality 10: Set up and use Intelligent OCR for vendor invoices in Dynamics 365 Finance

• Set up optical character recognition (OCR) in Dynamics 365 Finance.
• Manage parameters that are specific to OCR in Accounts payable.
• Manage Workflow editor to allow invoice automation processes.

Modality 11: 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.

Modality 12: 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.

Modality 13: Set up and use basic budgeting Dynamics 365 Finance

• Set up basic budgeting components.
• Use inquiries and reports.
• Review basic budgeting.
• Create and manage budget register entries.
• Implement a budget register workflow.

Modality 14: Set up and use budget control in Dynamics 365 Finance

• Review budget control.
• Set up budget control parameters.
• Define budget control rules.
• Define budget groups.
• Activate budget control.

Modality 15: 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.

Modality 16: Set up and acquire fixed assets in Dynamics 365 Finance

• Set up and create fixed assets.
• Set up and record acquisitions.
• Acquire assets through procurement.
• Estimate and eliminate a project to a fixed asset.
• Create a fixed asset by using manual and automatic methods.

Modality 17: Manage fixed assets in Dynamics 365 Finance

• Set up asset budgeting.
• Transfer a fixed asset.
• Set up a fixed asset group.
• Update fixed asset information.
• Review fixed asset rollover reports.

Modality 18: Work with fixed asset deprecation and disposal in Dynamics 365 Finance

• Components of lending and disposing fixed assets
• Transaction types for posting depreciations
• How to sell a fixed asset by using free text invoice
• How to dispose of a fixed asset as scrap