Course MB-310T00: Microsoft Dynamics 365 Finance

• Find the required components for a chart of accounts
•  Define &configure the chart of accounts
•  Define &configure the financial dimensions &dimension sets
•  Configure the chart of accounts, the main accounts, the categories, the templates, the ledger account alias, and the balance control.
•  Configure account structures &advanced rules

•  Explain charts of accounts, including main accounts &classification.
•  Explain financial dimensions &dimension set concepts.
•  Explain periodic financial processes.

• Configure &use accruals.
•  Configure &use allocations.

•  Differentiate between ledger &fiscal calendars.
•  Configure & set up fiscal calendars, years, &periods.
• Make &use date intervals.

•  Journal controls.
•  General ledger processes
• Balance control accounts.
•  Voucher templates.
•  Ledger settlements.

• Different types of journals &their setup.
•  How to configure ledger &posting setup.
•  How to configure &use journals.
•  How to reverse journal posting.
•  How to set up batch transfer rules.

• Establish intercompany accounting.
•  Intercompany accounting is used to post journals between two different legal entities.

•  Different types of currencies in Finance.
•  The concept of triangulation currency.
•  How to set up legal entity currencies &conversions.
• How to configure exchange rate providers.
•  How to import exchange rates from providers.

•  Make &configure banks.
•  Make &configure bank layouts.
•  Configure cash &bank management parameters.
• Set up vendor &customer banks.
•  Configure cash flow forecasts &reports.

•  Configure Accounts receivable components.
• Make &maintain a customer.
•  Configure customer payments.
•  Set up payment calendars &calendar rules.
•  Set up customer posting profiles.
•  Configure accounts receivable charges.

•  Configure electronic reporting
•  Use barcode data sources to generate barcode images
•  Add a new electronic reporting provider & mark it as active
•  Create a specific format for electronic document
•  Make electronic reporting configurations

•  Configure financial period close.
•  Reconcile banks.
•  Perform periodic closing &year closing processes.
•  Prepare periodic filings.
•  Configure &work with vendor 1099 processes.
•  Run foreign currency revaluation processes.
•  Perform financial consolidation &elimination processes.
•  Process end-of-year tax reporting.

• Learn about regional tax reporting capabilities.
•  Configure tax components.
• Begin using cost accounting in Dynamics 365 Finance.      
•  Cost objects.
• The Cost control workspace.
•  How to make a cost accounting report using the Cost accounting Get started wizard.
•  How to set up cost accounting.

• Understand inbound &outbound inventory operations.
•  Configure inventory parameters.
•  Configure tracking number groups.
•  Configure inventory breakdown.
•  Configure inventory &warehouse journals.
•  Configure inventory dimensions.
•  Configure inventory costing.
•  Understand inventory closing &adjustments.
•  Archive inventory transactions.
•  Use movement journals.
•  Use inventory adjustment journals.
•  Use transfer journals.
•  Use counting &tag counting journals.
•  Use item arrival journals.
•  Work with reason codes for inventory counting.

• Set up the costing sheet.
•  Perform BOM calculation & analyze costs by using the costing sheet.

•  Configure accounts payable components.
•  Make & maintain a vendor.
•  Configure vendor payments.
•  Set up vendor posting profiles.
•  Configure accounts payable charges.

•  Record invoices & process payments.
•  Manage & apply prepayments.

• Settle transactions & undo settlements.
•  Distribute funds by using accounting distributions.
•  Configure invoice validation policies.

• Set up vendor collaborations.    
•  Maintain vendor certifications.
•   Work with the Vendor collaboration workspace.
•  Utilize a procure-to-pay process that includes vendor collaboration.

•  Perform the order-to-cash process.
•  Configure & use commissions.
•  Configure customer &item search.
•  Make & confirm sales quotations.
•  Make & confirm sales orders.
•  Print & post-picking lists.
•  Generate & post a sales order invoice.
•  Configure order hold codes.
•  Process customer returns.
•  Work with sales order reservations.

• Make free text invoices & record customer payments.
•  Distribute funds by using accounting distributions.
•  Configure recurring invoices.
•  Use reversals in Accounts receivable.
•  Understand revenue recognition.

•  Process post-dated checks.
•  Set up post-dated checks.
•  Register & post a post-dated check for a customer.
•  Settle a post-dated check for a customer.
•  Register & post a post-dated check for a vendor.
• Settle a post-dated check for a vendor

•  Configure credit & collections components.
•  Configure aging reports, customer pools, collection agents, & aging period definitions.
•  Set up & manage interests.
•  Set up & manage collection letters.

• How to use customer account statements.
•  How to process collections.
•  How to use the credit management feature.
• Get started with Dynamics 365 Project Operations expense management.    
•  Discover Expense management features.
•   Learn about Expense management capabilities.
•  Examine the considerations for using the Expense management module in Project Operations.

•  Review expense report policies & per diem rules.
•  Make & maintain an expense report.
•  Learn about intercompany expenses.
•  Learn how to post, approve, & delegate expense reports.
•  Discover reporting options for expense management.

•  Understand how to turn on the Expense reports re-imagined feature.
• Discover the Expense management workspace.
•  Review the Expense management parameters.
•  Learn about workflow functionality for expense management.
•  Set up expense policies, & evaluate policies using the Audit workbench.
•  Set up mileage expense options.
•  Set up credit card transaction processing & import credit transactions.

• Make a travel requisition.
•  Review travel requisition options.
•  Learn about the travel requisition approval process.

• Learn how to make &submit time entries.
•  Learn about the two kinds of expense deployment models.
•  Learn how to capture, submit, recall, & delete expense entries.

• Set up fixed assets parameters.
•  Configure fixed assets components.
•  Enable fixed assets integration with purchasing.
•  Make fixed assets.

•  Perform fixed asset acquisition
•  Perform fixed asset depreciation
•  Perform fixed asset disposal

• Configure basic budgeting components.
•  Configure budget control components.
•  Use inquiries & reports.
•  Make & manage budget register entries.

•  Configure budget planning components

•  Different types of reports & inquiries in finance & operations apps
•  Financial Reporting
•  Configuring finance & operations apps for Microsoft Power Platform
• Generating or consuming inquiries & reports
• Learn the advantages of Supply Chain Management.
•  Get an overview of distribution &trade features in Supply Chain Management.

• Explain core accounts payable components, including vendors, purchase orders, vendor invoices.
•  Explain vendor payments & settlements, including three-way matching concepts.
•  Explain core accounts receivable components, including customers, customer invoices, free text invoices.
•  Explain credit & collection processes.

Despite the similarities between Dynamics 365 and Dynamics AX, Dynamics 365 is a web- and cloud-based system, whereas AX is primarily a desktop-based application with some web- and mobile add-ons.

C/AL (Client/Server Application Language) was the programming language used in C/SIDE, the Client/Server Integrated Development Environment in Microsoft Dynamics NAV (Formerly known as Navision Attain) and Microsoft Dynamics 365 Business Central until (and including) version 14.

Customer feedback on Microsoft Dynamics vs. Salesforce is largely mixed. Neither tool stands out as a clear winner over the other. Salesforce appears to be superior in task management when limited to sales activities, whereas Dynamics offers greater customization and overall management capability

To attend the training session, you should have operational Desktops or Laptops with the required specification and a good internet connection to access the labs. 

We would always recommend you attend the live session to practice & clarify the doubts instantly & get more value from your investment. However, due to some contingency, if you have to skip the class, Radiant Techlearning will help you with the recorded session of that particular day. However, those recorded sessions are not meant only for personal consumption & NOT for distribution or commercial use.

Radiant Techlearning has a data center containing a Virtual Training environment for participant hand-on-practice. 

Participants can easily access these labs over Cloud with the help of a remote desktop connection. 

Radiant virtual labs allow you to learn from anywhere in the world &in any time zone. 

The learners will be enthralled as we engage them the real-world & industry Oriented projects during the training program. These projects will improve your skills & knowledge & you will gain a better experience. These real-time projects will help you a lot in your future tasks & assignments.