• MB-310: Microsoft Dynamics 365 Finance [MB-310T00-A] training including Exam Voucher

  • Group Training

    Learn the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and much more!

    Training code
    CGAMB310CE
    Spoken Language
    English
    Language Materials
    English
    Dayparts
    8
    Price
    €1.950,00
    excl. VAT No extra costs.

    Book MB-310: Microsoft Dynamics 365 Finance [MB-310T00-A] training including Exam Voucher now

    This course will mostly take place in a group setting. We use several learning methods to help you obtain the knowledge, give you helpful insights and get you inspired. Check the Spoken Language on the left for language info.

    • 15-11-2021
      Utrecht
      €1.950,00
      €1.950,00
    • 3-5-2022
      Utrecht
      €1.950,00
      €1.950,00
     

    What is MB-310: Microsoft Dynamics 365 Finance [MB-310T00-A] including Exam Voucher

    Candidates for this training are Functional Consultants who analyze business requirements and translate those requirements into fully realized business processes and solutions that implement industry best practices. Candidates serve as a key resource in implementing and configuring applications to meet business requirements.
    Candidates for this training must have a fundamental understanding of accounting principles and financial operations of businesses including accounts payables and accounts receivables, taxes, costing principles, fixed assets, and budgeting.
    This course uses MOC (Microsoft Official Courseware) and will be given by an experienced MCT (Microsoft Certified Trainer).
    See the below modules for more information:
    Module 1: Overview of Dynamics 365 Finance
    This module will discuss the core components of Finance and look at the modules involved.
    Lessons

    • Introduction
    • Overview of Dynamics 365 Finance Features and capabilities
    • Core components of Dynamics 365 Finance
    • Overview of financial management modules in Dynamics 365 Finance
    • Benefits of Dynamics 365 Finance
    • Module summary
    • Knowledge Check

    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
    • Create and configure new legal entity
    • Define and configure the chart of accounts
    • Configure ledgers and currencies
    • Implement and manage journals
    • Implement and manage cash and bank
    • Implement cost accounting and cost management
    • Perform periodic processes
    • Configure, collect, and report taxes
    • Module summary
    • Knowledge Check

    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
    • Configure Terms of payment
    • Configure payment days, and payment schedules
    • Configure Cash discounts
    • Configure Payment calendar
    • Configure Payment fees
    • Module summary
    • Knowledge Check

    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
    • Create and maintain Accounts payable method of payments
    • Create and maintain Vendor groups and vendors
    • Create and configure vendor posting profile
    • Configure invoice validation policies
    • Process orders, invoices, and payments
    • Enable and test vendor collaboration portal for a vendor
    • Configure accounts payable charges
    • Configure and use Positive pay
    • Module summary
    • Knowledge check

    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.
    Lessons

    • Introduction
    • Configure and use expense management
    • Module summary
    • Knowledge check

    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.
    Lessons

    • Introduction
    • Configure Method of Payment
    • 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 summary
    • Knowledge Check

    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
    • Configure and use basic budgeting
    • Configure and use budget controls
    • Create and configure registry entries
    • Configure and use budget planning
    • Module summary
    • Knowledge Check

    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.
    Lessons

    • Introduction
    • Configure Fixed assets components
    • Manage Fixed assets
    • Fixed asset acquisition, depreciation and disposal
    • Fixed asset integration
    • Module summary
    • Knowledge Check
     
     

    Who should attend the MB-310: Microsoft Dynamics 365 Finance [MB-310T00-A] including Exam Voucher

    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.
    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
    Also, you will receive an Exam Voucher. Enlist today!

    Prerequisites

    You have at least the following knowledge and skills:

    • Basic accounting skills
    • Core competencies in Dynamics 365 Core

    Objectives

    After completing this course, you will be able to:
    Understand and perform financial duties in Dynamics 365 Finance

    • Configure Method of Payment
    • Describe and configure electronic payment formats
    • Create and maintain Customer groups and customers and create and configure customer posting profile
    • Process orders, invoices, and payments
    • Configure Accounts receivable charges
    • Manage credit and collections and configure revenue recognition
    • 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 and 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 and fixed asset leasing
    • Dual currency with Fixed assets
    • Organization-wide fixed asset identifiers and 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
     
    Incompany

    Learn the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and much more!

    Training code
    CGAMB310CE
    Spoken Language
    English
    Language Materials
    English
    Dayparts
    8
    Price
    €1.950,00
    excl. VAT No extra costs.

    With an Incompany training you have several advantages:

    - You choose the location
    - You experience the training with your colleagues, so it is always in line with your practice
    - The trainer can tailor explanations, examples and assignments to your organization
    - In consultation exercises can be adapted to organization-specific questions

    Request more information or a quote.

     

    What is MB-310: Microsoft Dynamics 365 Finance [MB-310T00-A] including Exam Voucher

    Candidates for this training are Functional Consultants who analyze business requirements and translate those requirements into fully realized business processes and solutions that implement industry best practices. Candidates serve as a key resource in implementing and configuring applications to meet business requirements.
    Candidates for this training must have a fundamental understanding of accounting principles and financial operations of businesses including accounts payables and accounts receivables, taxes, costing principles, fixed assets, and budgeting.
    This course uses MOC (Microsoft Official Courseware) and will be given by an experienced MCT (Microsoft Certified Trainer).
    See the below modules for more information:
    Module 1: Overview of Dynamics 365 Finance
    This module will discuss the core components of Finance and look at the modules involved.
    Lessons

    • Introduction
    • Overview of Dynamics 365 Finance Features and capabilities
    • Core components of Dynamics 365 Finance
    • Overview of financial management modules in Dynamics 365 Finance
    • Benefits of Dynamics 365 Finance
    • Module summary
    • Knowledge Check

    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
    • Create and configure new legal entity
    • Define and configure the chart of accounts
    • Configure ledgers and currencies
    • Implement and manage journals
    • Implement and manage cash and bank
    • Implement cost accounting and cost management
    • Perform periodic processes
    • Configure, collect, and report taxes
    • Module summary
    • Knowledge Check

    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
    • Configure Terms of payment
    • Configure payment days, and payment schedules
    • Configure Cash discounts
    • Configure Payment calendar
    • Configure Payment fees
    • Module summary
    • Knowledge Check

    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
    • Create and maintain Accounts payable method of payments
    • Create and maintain Vendor groups and vendors
    • Create and configure vendor posting profile
    • Configure invoice validation policies
    • Process orders, invoices, and payments
    • Enable and test vendor collaboration portal for a vendor
    • Configure accounts payable charges
    • Configure and use Positive pay
    • Module summary
    • Knowledge check

    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.
    Lessons

    • Introduction
    • Configure and use expense management
    • Module summary
    • Knowledge check

    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.
    Lessons

    • Introduction
    • Configure Method of Payment
    • 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 summary
    • Knowledge Check

    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
    • Configure and use basic budgeting
    • Configure and use budget controls
    • Create and configure registry entries
    • Configure and use budget planning
    • Module summary
    • Knowledge Check

    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.
    Lessons

    • Introduction
    • Configure Fixed assets components
    • Manage Fixed assets
    • Fixed asset acquisition, depreciation and disposal
    • Fixed asset integration
    • Module summary
    • Knowledge Check
     
     

    Who should attend the MB-310: Microsoft Dynamics 365 Finance [MB-310T00-A] including Exam Voucher

    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.
    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
    Also, you will receive an Exam Voucher. Enlist today!

    Prerequisites

    You have at least the following knowledge and skills:

    • Basic accounting skills
    • Core competencies in Dynamics 365 Core

    Objectives

    After completing this course, you will be able to:
    Understand and perform financial duties in Dynamics 365 Finance

    • Configure Method of Payment
    • Describe and configure electronic payment formats
    • Create and maintain Customer groups and customers and create and configure customer posting profile
    • Process orders, invoices, and payments
    • Configure Accounts receivable charges
    • Manage credit and collections and configure revenue recognition
    • 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 and 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 and fixed asset leasing
    • Dual currency with Fixed assets
    • Organization-wide fixed asset identifiers and 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
     
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  • e-CF competences with this course

     

    At Capgemini Academy we believe in transparency and clarity in the training landscape. That is why, in the table below, we show you to which e-CF competence this training or certification contributes. For more information about how to use the e-Competence Framework read more here. If you want to know how you can apply the e-CF within your organization, read more on this page.

    e-Competence Level12345
    D.4.Purchasing_Level     
    B.1.Application Development     
    A.6.Application Design