MB-310T01 - Configure and Use Essential Components of financial management in Dynamics 365 for Finance and Operations

This Configure and Use Essential Components of financial management in Dynamics 365 for Finance and Operations training class discusses how to configure and use essential components of financial management in Dynamics 365 for Finance and Operations.


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  1. Become familiar with modules in Finance and Operations related to financial management and their overall features and functionality.
  2. Learn about different types of currencies in Finance and Operations.
  3. Become familiar with the concept of triangulation currency and how to set up legal entity currencies and conversions.
  4. Learn how to configure exchange rate providers and use them to import exchange rates into an exchange rate type.
  5. Configure chart of accounts, main accounts, categories, templates, ledger account alias, and balance control.
  6. Learn how to process daily activities in general ledger and use journal control to apply rules during data entry.
  7. Work with balance control accounts to view the balances of either banks or liquidity accounts.
  8. Learn how to configure tax components, such as sales tax authorities, settlement periods, and the sales tax codes.
  1. Financial Management
    1. Benefits of financial management
    2. Financial management
    3. Module summary
  2. Configure Currencies
    1. Introduction
    2. Setup legal entity currencies and conversions
    3. Configure and import currency exchange rates
    4. Practice lab
    5. Module summary
  3. Create fiscal calendars, years and periods
    1. Introduction
    2. Create fiscal calendars, years and periods
    3. Create date intervals
    4. Practice lab
    5. Module summary
  4. Configure Chart of Accounts
    1. Introduction
    2. Define and configure the chart of accounts
    3. Define and configure the financial dimensions
    4. Define and configure account structures and rules
    5. Practice labs
    6. Module summary
  5. Configure Ledger and Journals
    1. Journals and their setup
    2. Configure ledger and journal setup
    3. User journals
    4. Practice lab
    5. Module summary
  6. Configure Cash and Bank Management
    1. Introduction
    2. Bank transaction types and groups
    3. Setup cash and bank management parameters
    4. Configure banks and bank checks
    5. Deposit and refund checks
    6. Cash flow
    7. Practice Labs
    8. Module summary
  7. Use Cash and Bank Management
    1. Make deposits and perform payment reversals
    2. Use cash and bank management workspaces
    3. Practice Labs
    4. Module summary
  8. Configure Letters of Credit and Guarantees
    1. Introduction
    2. Configure letters of credit
    3. Configure letters of guarantee
    4. Module summary
  9. Perform Daily Procedures
    1. Learn about general ledger processes
    2. Create voucher templates
    3. Setup journal controls
    4. Practice Lab
    5. Module summary
  10. Intercompany Accounting
    1. Setup and use intercompany accounting
    2. Practice Lab
    3. Module summary
  11. Configure Ledger Allocations and Accruals
    1. Introduction
    2. Configure and apply accrual schemes
    3. Configure ledger allocation rules
    4. Practice labs
    5. Module summary
  12. Configure Sales Tax
    1. Understand tax engine components
    2. Practice lab
    3. Module summary
  13. Course Conclusion
    1. Final assessment
    2. Course summary
    3. Post-course survey
Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this Dynamics class:

  • Basic understanding of ERP, CRM concepts.

Training for your Team

Length: 2 Days
  • Private Class for your Team
  • Online or On-location
  • Customizable
  • Expert Instructors

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