MB-310 Dynamics 365 Finance

Functional Consultant

With this course, you will learn how to configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality.

Duration: 4 days
Level: Intermediate
Format: Virtual, Instructor-Led
Includes: Hands-on labs, practice exam

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Audience Profile

Dynamics 365 Finance & Operations Functional Consultants who want to learn to implement the Finance module
Superusers who want to build internal capability to administer, configure and support Dynamics 365 Finance
Graduates or career changers looking for accelerated training and certification preparation

Prerequisites

MB-920 Dynamics 365 Finance & Operations Fundamentals course or equivalent experience

Course Outcomes

Be ready to take the MB-310 Certification Exam
Confidently set-up and configure Dynamics 365 Finance
Become a Dynamics 365 Finance Functional Consultant

Detailed Agenda

Get started with Dynamics 365 Finance
Configure currencies in Dynamics 365 Finance
Create fiscal calendars, years, and periods in Dynamics 365 Finance
Configure chart of accounts 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
Configure taxes in Dynamics 365 Finance
Set up accounts receivable in Dynamics 365 Finance
Perform 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

Configure Accounts payable in Dynamics 365 Finance
Perform Accounts payable daily procedures in Dynamics 365 Finance
Work with accounting distributions, invoice validations and settlements 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
Create and process expense reports in Dynamics 365 Project Operations
Work with travel requisitions in Dynamics 365 Project Operations
Configure and use basic budgeting and budget control in Dynamics 365 Finance
Configure and use budget planning in Dynamics 365 Finance
Configure fixed assets management in Dynamics 365 Finance
Manage fixed assets in Dynamics 365 Finance

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Learning Path

MB-920 Dynamics 365 Finance & Operations Fundamentals

MB-310 Dynamics 365 Finance Functional Consultant

MB-330 Dynamics 365 Supply Chain Management Functional Consultant

MB-340 Dynamics 365 Retail Functional Consultant

MB-500 Dynamics 365 Finance & Operations Developer

MB-335 Dynamics 365 Supply Chain Management Expert

MB-700 Dynamics 365 Finance & Operations Solutions Architect

Choose Your Training Format

Open Schedule

Pick a date from our schedule and join a cohort of other learners.

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Private Session

For companies – get this course delivered just for your team.

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Talent Creator

Hire and train graduates or career changers from zero to Associate level.

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Career Changer

Transfer to the Microsoft space from another background.

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MB-310 Course Schedule

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Testimonials

“365 Talent Portal have played a huge part in our UK Training Days series and I couldn’t recommend the team and their pool of consultants enough!

They have continuously provided a high calibre of trainers who have a deep technical understanding of Dynamics 365 and Power Platform, this has shone through at all events they have been a part of.

Extremely professional, reliable and knowledgeable!”

Annabelle Coyne

Events Manager, Microsoft UK

“We are delighted to work with 365 Talent Portal. Their community of consultants is highly valuable to Microsoft and we are excited to use them for our training and other global initiatives.”

Daniel Wollman

Senior Business Programs and Operations Manager, Microsoft Corporation, USA

“The training concept was great, the labs were working fine, the trainer was super helpful, I am happy with all the segments.”

Valerija Petrovic

PCMM, in service of Microsoft Hrvatska

“The trainer was well prepared and has very good presentation skills. He was working very hard to be interactive with the audience, which is hard with the online format.”

Mate Mayer

PCMM, at Microsoft Hungary

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