MB-310: Microsoft Dynamics 365 Finance

Master financial management and drive strategic business decisions with MB-310T00-A: Microsoft Dynamics 365 Finance. This comprehensive course provides finance professionals, consultants, and system administrators with the skills to implement, configure, and optimize Dynamics 365 Finance to streamline financial operations, ensure compliance, and improve financial reporting.

Explore core financial modules such as general ledger, accounts payable and receivable, budgeting, cash and bank management, and fixed assets. Gain insights into automating processes, managing financial performance, and integrating Dynamics 365 Finance with other business applications to support your organization’s growth and compliance needs.

Audience Profile

This course is designed for:

• Financial professionals and controllers seeking to leverage Dynamics 365 Finance for efficient financial management

• Dynamics 365 functional consultants and solution architects implementing finance modules

• System administrators responsible for maintaining and supporting Dynamics 365 Finance environments

• Business analysts and IT professionals involved in finance transformation projects

Familiarity with finance and accounting principles is recommended.

Course Outline

Module 1: Introduction to Dynamics 365 Finance

• Overview of Dynamics 365 Finance capabilities and architecture

• Navigating the Finance workspace and user interface

• Understanding key financial processes and business flows

Module 2: General Ledger Configuration and Management

• Setting up chart of accounts and financial dimensions

• Managing journal entries, posting, and ledger operations

• Period-end closing and financial consolidations

Module 3: Accounts Payable and Accounts Receivable

• Managing vendor invoices, payments, and vendor accounts

• Handling customer invoices, collections, and credit management

• Automating payment processing and cash application

Module 4: Budgeting and Financial Planning

• Creating and managing budget plans and control rules

• Budget control and monitoring techniques

• Integrating budgeting with financial reporting

Module 5: Cash and Bank Management

• Managing bank accounts, transactions, and reconciliations

• Configuring cash flow forecasting and liquidity management

• Automating bank statement imports and payment workflows

Module 6: Fixed Assets Management

• Setting up fixed assets and asset groups

• Tracking asset acquisition, depreciation, and disposal

• Asset revaluation and reporting

Module 7: Financial Reporting and Analytics

• Using financial reports and account schedules

• Configuring financial statements and analysis tools

• Integrating with Power BI for enhanced financial insights

Hands-on Experience

This course includes 40% to 50% hands-on activities, enabling participants to practice configuring finance modules, processing transactions, and generating reports within a live Dynamics 365 Finance environment.