Description
Duration: 4 days
This course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality.
Target Audience
As a Dynamics 365 for Finance and Operations Functional Consultant, you analyze business requirements and translate them into fully realized business processes and solutions that implement industry-recommended practices. You have a fundamental understanding of accounting principles and a deeper understanding of financial operations as they relate to core finance, manufacturing, retail, and supply chain management operations. You specialize in one or more feature sets of Dynamics 365 Finance including core finance, general ledger, tax, cost accounting, cost management, fixed assets, asset leasing, budgeting, revenue recognition, consolidation and elimination, credit and collections, cash and bank management, and expense management. You understand the relationships between finance and manufacturing, retail, and supply chain management.
Certification Exam
This course prepares you for the MB-310 certification exam (Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate). An exam voucher can be added at registration.
What’s included?
- Authorized Courseware
- Intensive Hands on Skills Development with an Experienced Subject Matter Expert
- Hands on practice on real Servers and extended lab support 1.800.482.3172
- Examination Vouchers & Onsite Certification Testing – (excluding Adobe and PMP Boot Camps)
- Academy Code of Honor: Test Pass Guarantee
- Optional: Package for Hotel Accommodations, Lunch and Transportation
With several convenient training delivery methods offered, The Code Academy makes getting the training you need easy. Whether you prefer to learn in a classroom or an online live learning virtual environment, training videos hosted online, and private group classes hosted at your site. We offer expert instruction to individuals, government agencies, non-profits, and corporations. Our live classes, on-sites, and online training videos all feature certified instructors who teach a detailed curriculum and share their expertise and insights with trainees. No matter how you prefer to receive the training, you can count on The Code Academy for an engaging and effective learning experience.
Methods
- Instructor Led (the best training format we offer)
- Live Online Classroom – Online Instructor Led
- Self-Paced Video
Speak to an Admissions Representative for complete details
| Start | Finish | Public Price | Public Enroll | Private Price | Private Enroll |
|---|---|---|---|---|---|
| 9/28/2026 | 10/1/2026 | ||||
| 10/19/2026 | 10/22/2026 | ||||
| 11/9/2026 | 11/12/2026 | ||||
| 11/30/2026 | 12/3/2026 | ||||
| 12/21/2026 | 12/24/2026 | ||||
| 1/11/2027 | 1/14/2027 | ||||
| 2/1/2027 | 2/4/2027 | ||||
| 2/22/2027 | 2/25/2027 | ||||
| 3/15/2027 | 3/18/2027 | ||||
| 4/5/2027 | 4/8/2027 | ||||
| 4/26/2027 | 4/29/2027 | ||||
| 5/17/2027 | 5/20/2027 | ||||
| 6/7/2027 | 6/10/2027 | ||||
| 6/28/2027 | 7/1/2027 | ||||
| 7/19/2027 | 7/22/2027 | ||||
| 8/9/2027 | 8/12/2027 | ||||
| 8/30/2027 | 9/2/2027 | ||||
| 9/20/2027 | 9/23/2027 |
Learning Objectives
- Configure financial management
- Manage accounts receivable
- Manage accounts payable
- Perform budgeting and forecasting
- Administer fixed assets and inventory
Course Outline
Module 1: Configure financial management
- Get started with Dynamics 365 Finance
- Configure currencies in Dynamics 365 Finance
- Create fiscal calendars, years, and periods in Dynamics 365 Finance
- Get started with chart of accounts in Dynamics 365 Finance
- Set up chart of accounts in Dynamics 365 Finance
- Set up financial dimensions in Dynamics 365 Finance
- Set up ledgers and journals in Dynamics 365 Finance
- Perform general ledger daily procedures in Dynamics 365 Finance
- Intercompany accounting in Dynamics 365 Finance
- Configure ledger allocations and accruals in Dynamics 365 Finance
- Configure and perform periodic processes in Dynamics 365 Finance
- Work with analytics and reporting in finance and operations apps
- Configure cash and bank management in Dynamics 365 Finance
- Customer and vendor netting in Dynamics 365 Finance
- Set up taxes in Dynamics 365 Finance
- Work with taxes in Dynamics 365 Finance
Module 2: Manage accounts receivable
- Set up accounts receivable in Dynamics 365 Finance
- Get started with accounts receivable daily procedures in Dynamics 365 Finance
- Set up credit and collections in Dynamics 365 Finance
- Process credit and collections in Dynamics 365 Finance
- Implement cost management in Dynamics 365 Finance
- Get started with subscription billing in Dynamics 365 Finance
- Recurring contract billing in Dynamics 365 Finance
- Revenue and expense deferrals in Dynamics 365 Finance
Module 3: Manage accounts payable
- Configure Accounts payable in Dynamics 365 Finance
- Work with accounts payable daily procedures in Dynamics 365 Finance
- Work with accounting distributions, invoice validations, and settlements in Dynamics 365 Finance
- Set up and use Intelligent OCR for vendor invoices in Dynamics 365 Finance
- Get started with Expense management in Dynamics 365 Project Operations
- Set up and configure Expense management in Dynamics 365 Project Operations
Module 4: Perform budgeting and forecasting
- Set up and use basic budgeting Dynamics 365 Finance
- Set up and use budget control in Dynamics 365 Finance
- Configure and use budget planning in Dynamics 365 Finance
Module 5: Administer fixed assets and inventory
- Configure fixed assets management in Dynamics 365 Finance
- Set up and acquire fixed assets in Dynamics 365 Finance
- Manage fixed assets in Dynamics 365 Finance
- Work with fixed asset deprecation and disposal in Dynamics 365 Finance