Dynamics 365 Finance&Operations: Financials Part3/3 MB-310

Become an expert with Dynamics365 F&O; Expert Finance functional consultant with Dynamics 365 Finance and Operations

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Description

Important

This is an advanced course on D365 Finance and Operations with a focus on training the professionals to become expert consultants in Financials areas.  This is Part 3 of the 3 parts series.

It is required that the students must have completed Part1 and part2 before enrolling in this Part3. If you are comfortable with the basic Finance functionalities in D365 F&O and looking for only advanced content, you can enroll in this course directly.


Topics covered in Dynamics 365 FInance and Operations

Cash and Bank management

  • Create new Bank accounts and add the required information

  • Setup check Layout and generate checks

  • Understand Methods of payment

  • Send electronic payment files to Bank

  • Introduce Bank reconciliation

  • Manual Bank reconciliation and Advanced Bank reconciliation

Tax configuration

  • Understand Tax components

  • Tax calculation

  • Configure Tax authorities, Tax settlement periods

  • Configure Tax codes, sales Tax groups and Item tax groups

  • Setting up VAT


General Ledger Advanced topics

  • Allocation terms

  • Foreign currency revaluation from Accounts payable and Accounts receivable

  • Foreign currency revaluation from General Ledger

  • Intercompany Accounting

  • Ledger allocation rules


Expense management

  • Create expense reports

  • Understand Travel requisitions and Cash advances

  • Setup policies in Expense management

  • Expense management Advanced setup

  • Expense management workflows

Fixed Asset management


Budget configuration


It is required that the students must have completed Part1 and part2 before enrolling in this Part3. If you are comfortable with the basic Finance functionalities in D365 F&O and looking for only advanced content, you can enroll in this course directly.

What You Will Learn!

  • Creation of Bank Accounts
  • Setting up the check Layout and generating checks
  • Methods of Payments configuration and sending Electronic payments from D365 F&O
  • Manual and Advanced Bank reconciliation
  • Tax elements and Tax configuration
  • Creation and posting of Expense reports

Who Should Attend!

  • ERP consultants and Business users who want to become experts in D365 F&O Finance consulting
  • Those want to choose D365 Finance F&O consulting as their career path
  • Professionals working in Accounting domains and want to switch their career to D365 F&O consulting