Dynamic 365 Finance Functional Consult Associate MB-310

• Analyze financial business requirements and translate them into Dynamics 365 Finance solutions.
• Configure and manage financial management, including general ledger, financial dimensions, currencies, journals, cash and bank, periodic processes, and taxes.
• Implement accounts receivable, credit and collections, and subscription billing.
• Implement accounts payable and expense management.
• Manage budgeting and budget controls.
• Configure and manage fixed assets and fixed asset transactions.

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

4 Days

Certification: Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate

Exam: MB-310: Microsoft Dynamics 365 Finance Functional Consultant

Duration: 100 minutes

• Dynamics 365 Finance and Operations Functional Consultants
• Professionals responsible for analyzing financial business requirements
• Finance professionals working with Dynamics 365 Finance
• Functional consultants working with general ledger, accounts receivable, accounts payable, budgeting, and fixed assets
• Professionals involved in implementing and supporting Dynamics 365 Finance solutions

• Basic accounting skills
• Foundational understanding of accounting principles and financial operations
• Understanding of core finance and operations processes