Seminar Details

Configure,use essential components-financial management in D365 for Finance&Operations (MB-310T01)

ETC
MB-310T01
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Dauer: 2 Tage
Preis: € 1.105.- exkl.MwST
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Organizations use Dynamics 365 for Finance and Operations to elevate their financial performance by increasing profitability, optimizing workforce productivity, reducing operational expenses, adapting quickly to requirement changes, and streamlining asset management.


This course discusses how to configure and use essential components of financial management in Dynamics 365 for Finance and Operations.
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Zielgruppe

Dieses Seminar richtet sich an:
  • A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Vorkenntnisse

Für dieses Seminar werden folgende Kenntnisse empfohlen:
  • Basic understanding of ERP, CRM concepts.

Schwerpunkte

  • Financial Management
    • Benefits of financial management
    • Financial management
    • Module summary
  • Configure Currencies
    • Introduction
    • Setup legal entity currencies and conversions
    • Configure and import currency exchange rates
    • Practice lab
  • Create fiscal calendars, years and periods
    • Introduction
    • Create fiscal calendars, years and periods
    • Create date intervals
    • Practice lab
  • Configure Chart of Accounts
    • Introduction
    • Define and configure the chart of accounts
    • Define and configure the financial dimensions
    • Define and configure account structures and rules
    • Practice labs
  • Configure Ledger and Journals
    • Journals and their setup
    • Configure ledger and journal setup
    • User journals
    • Practice lab
  • Configure Cash and Bank Management
    • Introduction
    • Bank transaction types and groups
    • Setup cash and bank management parameters
    • Configure banks and bank checks
    • Deposit and refund checks
    • Cash flow
    • Practice Labs
  • Use Cash and Bank Management
    • Make deposits and perform payment reversals
    • Use cash and bank management workspaces
    • Practice Labs
  • Configure Letters of Credit and Guarantees
    • Introduction
    • Configure letters of credit
    • Configure letters of guarantee
  • Perform Daily Procedures
    • Learn about general ledger processes
    • Create voucher templates
    • Setup journal controls
    • Practice Lab
  • Intercompany Accounting
    • Setup and use intercompany accounting
    • Practice Lab
  • Configure Ledger Allocations and Accruals
    • Introduction
    • Configure and apply accrual schemes
    • Configure ledger allocation rules
    • Practice labs
  • Configure Sales Tax
    • Understand tax engine components
    • Practice lab
  • Course Conclusion
    • Final assessment
    • Course summary
    • Post-course survey
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