Microsoft Dynamics 365 Finance Bootcamp

This course combines courses MB-310T01, MB-310T02, and MB-310T03 and prepares students for Exam MB-310: Microsoft Dynamics 365 Finance.

Location

Public Classes: Delivered live online via WebEx and guaranteed to run . Join from anywhere!

Private Classes: Delivered at your offices , or any other location of your choice.

Goals
  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.
  9. Configure accounts payable components.
  10. Create and maintain a vendor.
  11. Configure vendor payments.
  12. Set up vendor posting profiles.
  13. Configure accounts payable charges.
  14. Settle transactions and undo settlements.
  15. Distribute funds by using accounting distributions.
  16. Configure invoice validation policies.
  17. Configure Accounts receivable components
  18. Create and maintain a customer
  19. Configure customer payments.
  20. Set up customer posting profiles
  21. Configure accounts receivable charges
  22. Distribute funds by using Accounting distributions
  23. Create free text invoices, and record customer payments
  24. Configure Recurring invoices
  25. Use reversals in Accounts receivable
  26. Process orders, record invoices, and process payments
  27. Configure credit and collections components.
  28. Configure aging reports, customer pools, collection agents, and aging period definitions.
  29. Set up and manage interests.
  30. Set up and manage collection letters.
  31. Learn to process post-dated checks.
  32. Learn to set up postdated checks.
  33. Learn to register and post a postdated check for a customer.
  34. Learn to settle a postdated check from a customer.
  35. Learn to register and post a postdated check for a vendor.
  36. Learn to settle a postdated check for a vendor.
  37. Learn to configure basic budgeting components.
  38. Learn to configure budget control components.
  39. Learn to use inquires and reports.
  40. Learn to create and use budget registry entries.
  41. Learn to configure Budget planning components.
  42. Learn to create a budget plan template.
  43. Learn to configure budgeting processes.
  44. Learn to create a budget plan by using the budget plan wizard.
  45. Learn to configure fixed assets components.
  46. Learn to configure fixed asset parameters.
  47. Learn to enable fixed asset integration with purchasing.
  48. Learn to create fixed assets.
  49. Learn to perform fixed asset acquisition.
  50. Learn to perform fixed asset depreciation.
  51. Learn to perform fixed asset disposal.
  52. Learn to cost control workspace.
  53. Learn to how to create a cost accounting report by using the Cost accounting Get started wizard.
  54. Learn to configure financial period close.
  55. Learn to reconcile banks.
  56. Learn to perform periodic closing, and year closing processes.
  57. Learn to prepare periodic filings.
  58. Learn to configure and test Vendor 1099s process.
  59. Learn to run foreign currency revaluation processes.
  60. Learn to perform financial consolidation and elimination processes.
  61. Learn to use Financial reports to create financial statements.
  62. Learn to process end of year tax reporting.
  63. Learn to configure Electronic Reporting (ER).
  64. Learn to create Electronic reporting (ER) configurations.
  65. Learn to perform periodic closing, and year closing processes.
  66. Learn to formula designer in Electronic reporting (ER).
  67. Learn to set up funds for the public sector.
  68. Learn to understand bank reconciliation methods.
  69. Learn to set up derived dimensions.
  70. Learn to set up derived financial hierarchies for the public sector.
  71. Learn to advanced ledger entries functionality for Public sector.
  72. Learn to configure billing codes for free text invoices.
Outline
  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
  14. Configure Accounts Payable
    1. Understand Task recorder functionality
    2. Configure accounts payable parameters
    3. Create and maintain vendors
    4. Configure accounts payable charges
    5. Configure and use positive pay
    6. Practice Lab
    7. Module summary
  15. Perform Accounts Payable Daily Procedures
    1. Introduction
    2. Process orders, invoices, and payments
    3. Manage and apply prepayments
    4. Practice Labs
    5. Module summary
  16. Use Accounting Distribution and Invoice Validations
    1. Introduction
    2. Settle transaction and undo settlements
    3. Distribute funds
    4. Configure invoice validation policies
    5. Practice labs
    6. Module summary
  17. Configure Accounts Receivable
    1. Configure accounts receivable
    2. Create and maintain customers
    3. Setup customer posting profiles
    4. Configure accounts receivable charges
    5. Practice Lab
    6. Module summary
  18. Perform Accounts Receivable Daily Procedures
    1. Create free text invoices and record customer payments
    2. Settle transactions and undo settlement
    3. Practice Lab
    4. Module summary
  19. Configure Credit and Collections
    1. Introduction
    2. Configure credit and collections components
    3. Setup and manage interest
    4. Waive, reinstate or reverse
    5. Setup and manage collection letters
    6. Practice Lab
    7. Module summary
  20. Process Credit and Collections
    1. Introduction
    2. Understand how to process collections
    3. Manage customer credit and collections
    4. Practice Labs
    5. Module summary
  21. Course Conclusion
    1. Final assessment
    2. Course summary
    3. Post-course survey
  22. Configure Post-Dated Checks
    1. Introduction
    2. Manage post dated checks
    3. Practice Labs
    4. Module summary
  23. 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
  24. Configure and Use Budget Planning Processes
    1. Introduction
    2. Configure budget planning components
    3. Practice Lab
    4. Module summary
  25. 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
  26. Manage Fixed Assets
    1. Introduction
    2. Perform fixed assets tasks
    3. Practice labs
    4. Module summary
  27. Configure and Use Cost Accounting
    1. Introduction
    2. Cost control workspace
    3. Practice lab
    4. Module summary
  28. 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
  29. Configure the Electronic Reporting Framework
    1. Introduction
    2. Configure electronic reporting
    3. Formula designer in electronic reporting
    4. Practice Lab
    5. Module summary
  30. 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
  31. 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
  32. 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: 4 Days
  • Private Class for your Team
  • Online or On-location
  • Customizable
  • Expert Instructors

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