MB-310T03 - Configure and Use Budgeting, Fixed Assets, and Additional Functionality in Finance and Operations

This Configure and Use Budgeting, Fixed Assets, and Additional Functionality in Finance and Operations training class discusses how to configure and use budgeting, fixed assets, and additional functionality in Dynamics 365 for Finance and Operations.


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  1. Learn to process post-dated checks.
  2. Learn to set up postdated checks.
  3. Learn to register and post a postdated check for a customer.
  4. Learn to settle a postdated check from a customer.
  5. Learn to register and post a postdated check for a vendor.
  6. Learn to settle a postdated check for a vendor.
  7. Learn to configure basic budgeting components.
  8. Learn to configure budget control components.
  9. Learn to use inquires and reports.
  10. Learn to create and use budget registry entries.
  11. Learn to configure Budget planning components.
  12. Learn to create a budget plan template.
  13. Learn to configure budgeting processes.
  14. Learn to create a budget plan by using the budget plan wizard.
  15. Learn to configure fixed assets components.
  16. Learn to configure fixed asset parameters.
  17. Learn to enable fixed asset integration with purchasing.
  18. Learn to create fixed assets.
  19. Learn to perform fixed asset acquisition.
  20. Learn to perform fixed asset depreciation.
  21. Learn to perform fixed asset disposal.
  22. Learn to cost control workspace.
  23. Learn to how to create a cost accounting report by using the Cost accounting Get started wizard.
  24. Learn to configure financial period close.
  25. Learn to reconcile banks.
  26. Learn to perform periodic closing, and year closing processes.
  27. Learn to prepare periodic filings.
  28. Learn to configure and test Vendor 1099s process.
  29. Learn to run foreign currency revaluation processes.
  30. Learn to perform financial consolidation and elimination processes.
  31. Learn to use Financial reports to create financial statements.
  32. Learn to process end of year tax reporting.
  33. Learn to configure Electronic Reporting (ER).
  34. Learn to create Electronic reporting (ER) configurations.
  35. Learn to perform periodic closing, and year closing processes.
  36. Learn to formula designer in Electronic reporting (ER).
  37. Learn to set up funds for the public sector.
  38. Learn to understand bank reconciliation methods.
  39. Learn to set up derived dimensions.
  40. Learn to set up derived financial hierarchies for the public sector.
  41. Learn to advanced ledger entries functionality for Public sector.
  42. Learn to configure billing codes for free text invoices.
  1. Configure Post-Dated Checks
    1. Introduction
    2. Manage post dated checks
    3. Practice Labs
    4. Module summary
  2. Configure and Use Basic Budgeting and Budget Control Processes
    1. Introduction
    2. Configure basic budgeting components
    3. Configure budget control components
    4. Create and test budget registry entries
    5. Use inquiries and reports
    6. Practice Labs
    7. Module summary
  3. Configure and Use Budget Planning Processes
    1. Introduction
    2. Configure budget planning components
    3. Practice Lab
    4. Module summary
  4. Configure Fixed Assets Management
    1. Introduction
    2. Configure fixed asset components
    3. Enable fixed asset integration
    4. Create fixed assets
    5. Practice labs
    6. Module summary
  5. Manage Fixed Assets
    1. Introduction
    2. Perform fixed assets tasks
    3. Practice labs
    4. Module summary
  6. Configure and Use Cost Accounting
    1. Introduction
    2. Cost control workspace
    3. Practice lab
    4. Module summary
  7. Configure and Use Periodic Processes
    1. Introduction
    2. Bank reconciliations
    3. Configure financial period close
    4. Prepare periodic filings
    5. Run foreign currency revaluation processes
    6. Perform financial consolidations
    7. Process end of year close
    8. Practice Labs
    9. Module summary
  8. Configure the Electronic Reporting Framework
    1. Introduction
    2. Configure electronic reporting
    3. Formula designer in electronic reporting
    4. Practice Lab
    5. Module summary
  9. Configure Localized Features
    1. Introduction
    2. Localization and regulatory features
    3. Classification of Mexican localization features
    4. Understand the global tax engine
    5. Understand the features of fiscal establishments and documents for Brazilian localization
    6. Bill of Exchange
    7. Electronic Invoices
    8. Practice Labs
    9. Module summary
  10. Configure Financial Management for Public Sector
    1. Introduction
    2. Setup funds for the public sector
    3. Setup derived financial hierarchies
    4. Configure billing codes for free text invoices
    5. Practice Labs
    6. Module summary
  11. 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: 1 Day
  • Private Class for your Team
  • Online or On-location
  • Customizable
  • Expert Instructors

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