Microsoft Dynamics 365 Finance (MB-310)

Virtual Learning:850€ + IVA

Duração:

4 dias

Próxima Data:

Consulte-nos

Local:

Online

Descrição

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.

*PVP por participante. A realização do curso nas datas apresentadas está sujeita a um quórum mínimo de inscrições.

Destinatários

As a Dynamics 365 for Finance and Operations Functional Consultant, you analyze business requirements and translate them into fully realized business processes and solutions that implement industry-recommended practices. You have a fundamental understanding of accounting principles and a deeper understanding of financial operations as they relate to core finance, manufacturing, retail, and supply chain management operations. You specialize in one or more feature sets of Dynamics 365 Finance including core finance, general ledger, tax, cost accounting, cost management, fixed assets, asset leasing, budgeting, revenue recognition, consolidation and elimination, credit and collections, cash and bank management, and expense management. You understand the relationships between finance and manufacturing, retail, and supply chain management.

Área: Microsoft
Certificação Associada: MB-310

Inscrição

Programa:

Module 1: Set up financial management

This learning path guides you through setting up the General ledger module, completing closing procedures, using analytics for decision-making, and managing financial transactions in Dynamics 365 Finance.

Lessons:

Introduction to Dynamics 365 Finance
Configure currencies in Dynamics 365 Finance
Create calendars, years, and fiscal periods in Dynamics 365 Finance
Introduction to the chart of accounts in Dynamics 365 Finance
Configure the chart of accounts in Dynamics 365 Finance
Configure financial dimensions in Dynamics 365 Finance
Configure ledgers and journals in Dynamics 365 Finance
Perform daily accounting procedures in Dynamics 365 Finance
Intercompany accounting in Dynamics 365 Finance
Configure ledger allocations and accruals in Dynamics 365 Finance
Configure and run recurring processes in Dynamics 365 Finance
Work with analytics and reporting in finance and operations apps
Configure cash and bank management parameters in Dynamics 365 Finance
Compensation between customers and suppliers in Dynamics 365 Finance
Configure taxes in Dynamics 365 Finance
Work with taxes in Dynamics 365 Finance

Module 2: Manage accounts receivable

This learning path covers the Accounts receivable module in Dynamics 365 Finance, including creating invoices, posting packing slips, receiving payments, managing delinquent invoices, and configuring recurring invoices and reimbursements.

Lessons:

Set up accounts receivable in Dynamics 365 Finance
Introduction to daily accounts receivable procedures in Dynamics 365 Finance
Set up credit and collections in Dynamics 365 Finance
Process credit and collections in Dynamics 365 Finance
Implement cost management in Dynamics 365 Finance

Module 3: Manage accounts payable

This learning path for Dynamics 365 Finance teaches you to configure Accounts payable, handle vendor invoices, streamline payments, use OCR for data extraction, and manage employee expenses in Project Operations.

Lessons:

Module to configure accounts payable in Dynamics 365 Finance
Work with accounts payable daily procedures in Dynamics 365 Finance
Work with accounting distributions, invoice validations, and settlements in Dynamics 365 Finance
Set up and use Smart OCR for vendor invoices in Dynamics 365 Finance
Get started with Expense management in Dynamics 365 Project Operations
Configure Expense management in Dynamics 365 Project Operations

Module 4: Execute budget and forecast

This learning path covers budgeting in Dynamics 365 Finance, including creating, managing, and monitoring budgets, setting budget parameters, and analyzing performance, while emphasizing collaboration to streamline the budgeting process.

Lessons:

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 5: Manage fixed assets

This learning path teaches you to configure and manage fixed assets in Dynamics 365 Finance, covering setup, acquisition, budgeting, transfers, and reporting, ensuring compliance with international accounting standards.

Lessons:

Configure fixed assets management in Dynamics 365 Finance
Set up and acquire fixed assets in Dynamics 365 Finance
Manage fixed assets in Dynamics 365 Finance
Work with fixed asset deprecation and disposal in Dynamics 365 Finance

Inscrição