Code: MS_MB-310 Other MICROSOFT Difficulty: Advanced

Microsoft Dynamics 365 Finance

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Price without VAT 1 350,00 €

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Goals

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.

What we teach you:

  • Understand and perform financial duties in Dynamics 365 Finance

Duration

4 days (8h/day)

Requirements

  • Basic accounting skills
  • Core competencies in Dynamics 365 Core

Contents

  • Module 1: Overview of Dynamics 365 Finance
  • Lessons

    • Introduction
    • Lesson 1: Overview of Dynamics 365 Finance Features and capabilities
    • Lesson 2: Core components of Dynamics 365 Finance
    • Lesson 3: Overview of financial management modules in Dynamics 365 Finance
    • Lesson 4: Benefits of Dynamics 365 Finance
    • Module summary
    • Knowledge Check
  • Module 2: Set up and configure financial management
  • Lessons

    • Introduction
    • Lesson 1: Create and configure new legal entity
    • Lesson 2: Define and configure the chart of accounts
    • Lesson 3: Configure ledgers and currencies
    • Lesson 4: Implement and manage journals
    • Lesson 5: Implement and manage cash and bank
    • Lesson 6: Implement cost accounting and cost management
    • Lesson 7: Perform periodic processes
    • Lesson 8: Configure, collect, and report taxes
    • Module summary
    • Knowledge Check
  • Module 3: Implement and manage shared configuration for A/P and A/R
  • Lessons

    • Introduction
    • Lesson 1: Configure Terms of payment
    • Lesson 2: Configure payment days, and payment schedules
    • Lesson 3: Configure Cash discounts
    • Lesson 4: Configure Payment calendar
    • Lesson 5: Configure Payment fees
    • Module summary
    • Knowledge Check
  • Module 4: Implement and manage accounts payable
  • Lessons

    • Introduction
    • Lesson 1: Create and maintain Accounts payable method of payments
    • Lesson 2: Create and maintain Vendor groups and vendors
    • Lesson 3: Create and configure vendor posting profile
    • Lesson 4: Configure invoice validation policies
    • Lesson 5: Process orders, invoices, and payments
    • Lesson 6: Enable and test vendor collaboration portal for a vendor
    • Lesson 7: Configure accounts payable charges
    • Lesson 8: Configure and use Positive pay
    • Module summary
    • Knowledge Check
  • Module 5: Implement and manage expense management
  • Lessons

    • Introduction
    • Lesson 1: Configure and use expense management
    • Module summary
    • Knowledge Check
  • Module 6: Implement and manage accounts receivable and credit and collections
  • Lessons

    • Introduction
    • Lesson 1: Configure Method of Payment
    • Lesson 2: Create and maintain Customer groups and customers
    • Lesson 3: Create and configure customer posting profile
    • Lesson 4: Process orders, invoices, and payments
    • Lesson 5: Configure Accounts receivable charges
    • Lesson 6: Manage credit and collections
    • Lesson 7: Configure revenue recognition
    • Module summary
    • Knowledge Check
  • Module 7: Configure and manage budgeting
  • Lessons

    • Introduction
    • Lesson 1: Configure and use basic budgeting
    • Lesson 2: Configure and use budget controls
    • Lesson 3: Create and configure registry entries
    • Lesson 4: Configure and use budget planning
    • Module summary
    • Knowledge Check
  • Module 8: Configure and manage fixed assets
  • Lessons
    • Introduction
    • Lesson 1: Configure Fixed assets components
    • Lesson 2: Manage Fixed assets
    • Lesson 3: Fixed asset acquisition, depreciation and disposal
    • Lesson 4: Fixed asset integration
    • Module summary
    • Knowledge Check

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Training rooms

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We also deliver the high-quality multimedia sharing for efficient, effective virtual communication on a global scale. In the Competence Center is also available Spark Board. Cisco Sparkboard integrates the most common tools needed for team collaboration in physical meeting rooms into a single elegant device. It also combines white board, video or audio conference features.

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Training rooms – Bratislava

Team of lecturers

Our team - consisting of more than 50 instructors - offers a full range of technological knowledge in the field of routing, switching, security, collaboration and data centers. The expertise of instructors is evidenced by a range of top-level international certifications.

The uniqueness of our lecturers lies mainly in their extensive experience in connection with each project, allowing them to respond very flexibly to any question or suggestion from students, and to pass on their practical knowledge to the participants of these courses. Thanks to the synergy of the company’s reliable operation and many years of experience, we have been very flexible in responding to the changes prepared in the Cisco field, so we can guarantee you a wide range of certified courses that enable you and your colleagues to acquire the necessary know-how for future certification tests.

In addition to the certified trainings, we offer special courses that are focused primarily on the development of the necessary configuration skills.

OUR KNOWLEDGE IS YOUR FUTURE

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CONTACT

ALEF Distribution SK, s.r.o.
Galvaniho Business Centrum IV
Galvaniho 17/C
821 04 Bratislava 2
Slovenská republika
+421 (2) 4920 3819
sk-training@alef.com