Microsoft Dynamics 365 for Finance and Operations, Financials (M-MB310)

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.

Module 4: Configure taxes in Dynamics 365 Finance

• • Learn about regional tax reporting capabilities.
• • Configure tax components.

Module 5: Get started with cost accounting in Dynamics 365 Finance

• • The Cost control workspace.
• • Cost objects.
• • How to create a cost accounting report by using the Cost accounting Get started wizard.
• • How to set up cost accounting.

Module 6: Get started with inventory management in Dynamics 365 Supply Chain Management

• • Inventory management process
• • How to configure inventory dimensions, storage dimensions, and tracking dimensions
• • How to set up sites and warehouses
• • Inventory policies and how to set up the policies
• • How to configure item groups and item model groups
• • How to allocate batch and serial numbers
• • Consignment inventory

Module 7: Set up and work with inventory control in Dynamics 365 Supply Chain Management

• • Costing methods
• • Inventory closing and adjustments
• • How to archive inventory transactions

Module 8: Use inventory reports in Dynamics 365 Supply Chain Management

• • Understand ABC classification.
• • Use the Physical inventory by inventory dimension report.
• • Use the Inventory value reports, and Inventory on-hand report storage.
• • Use the Inventory on-hand mobile workspace.

Module 9: Work with the costing sheet in Dynamics 365 Supply Chain Management

• • Configure the costing sheet.
• • Perform BOM calculation and analyze costs by using the costing sheet.

Module 10: Work with accounts receivable in Dynamics 365 Finance

• • Set up accounts receivable in Dynamics 365 Finance.
• • Perform 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

Module 11: Work with accounts payable in Dynamics 365 Finance

• • Configure Accounts payable in Dynamics 365 Finance
• • Perform Accounts payable daily procedures in Dynamics 365 Finance
• • Work with accounting distributions, invoice validations and settlements in Dynamics 365 Finance
• • Set up and use Intelligent OCR for vendor invoices in Dynamics 365 Finance

Module 12: Work with Expense management in Dynamics 365 Project Operations

• • Get started with Expense management in Dynamics 365 Project Operations
• • Set up and configure Expense management in Dynamics 365 Project Operations
• • Create and process expense reports in Dynamics 365 Project Operations
• • Work with travel requisitions in Dynamics 365 Project Operations

Module 13: Configure and use budgeting in Dynamics 365 Finance

• • Set up and use basic budgeting Dynamics 365 Finance
• • Set up and use budget control in Dynamics 365 Finance
• • Configure and use budget planning in Dynamics 365 Finance

Module 14: 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.

Module 15: 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.