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MB-310: Microsoft Dynamics 365 Finance
Minimum cohort size: 10 learners
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Course
MB-310: Microsoft Dynamics 365 Finance
Build critical skills in Dynamics 365 Finance. Learn how to configure and use essential financial components, including accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality.
Benefit from instructor-led preparation for the MB-310 certification exam with tips, tricks, guidance, and mentored support.
Online Live Classes
Intermediate Level
Mentor Support
MB-310: Microsoft Dynamics 365 Finance is a four-day, intermediate level course focusing on how to configure and use basic components of financial management, accounts payable, accounts receivable, collections, budgeting, and additional functionality. To get the most out of this course, you must have basic accounting skills and core competencies in Dynamics 365 Core Finance and Operations (see MB-300).
During this course, you will build your understanding of the features, capabilities, components, and benefits of D365 Finance. Through hands-on lab exercises, you will learn how to create a new legal entity (company) and set up and configure financial management for it. This will include creating a vendor/customer/general ledger, configuring a financial report and tax ledger, and applying an accrual scheme. Plus, you will learn how to use features such as prepayments, and how to configure payment information, bank information, and payment schedules.
Additionally, you will explore the overall features and functionality related to expense management, payment methods, accounts receivable charges, and revenue recognition. You will learn how to plan a budget and define/configure/ manage budgeting processes, and work with budgeting components, budget controls, and workflows. Plus, you will discover how to configure and manage fixed assets and handle their acquisition, depreciation, and disposal.
Overall, this course will prepare you for taking the MB-310 certification exam. To become a Microsoft Certified: Dynamics 365 Finance Functional Consultant you must also take the MB-300 exam. Entry for the exams is not included. However, you will get tips and tricks, testing strategies, practice questions, and helpful information to help you pass the exams successfully.
This course comprises 8 purposely designed modules that take you on a carefully defined learning journey.
It is an instructor-led course which runs to a fixed schedule, with set start and finish dates. It is driven forward by your instructor and features live sessions that are aired at a set time. You will, however, have time to complete certain activities at your own pace outside of the live sessions.
The materials for each module are accessible from the start of the course and will remain available for the duration of your enrollment. Methods of learning and assessment will include reading material, hands-on labs, and online exam questions.
As part of our mentoring service you will have access to valuable guidance and support throughout the course. We provide a dedicated discussion space where you can ask questions, chat with your peers, and resolve issues.
Once you have successfully completed the course, you will earn your Certificate of Completion.
After completing this course, you will be able to:
- Set up and configure financial management.
- Implement accounts receivable, credit, collections, and revenue recognition.
- Implement and manage accounts payable and expenses.
- Manage budgeting.
- CManage fixed assets.
- Financial consultants.
- Finance professionals.
- Accounting professionals.
- Heads of finance.
- Finance and operations managers.
- Auditors.
- Professionals keen to explore the D365 Finance tool.
- Professionals seeking to take the MB-310 certification exam.
Before attending this course, students should have:
- Basic accounting skills.
- Core competencies in Dynamics 365 Core.
This course will help you to prepare for the MB-310: Microsoft Dynamics 365 Finance certification exam.
During this course, you will explore the financial aspects of Dynamics 365.
- You will learn to configure and use essential financial components.
- You will learn and explore accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality.
When you take this course, you will also get information and guidance on the Microsoft certification process, knowledge checks and practice questions, and useful tips on how to pass the exam.
Course Outline
Introduction
Grading Scheme
Pre-Requisite
Exam and Certification Details
About this module
Overview of Dynamics 365 Finance Features and capabilities
Core components of Dynamics 365 Finance
Overview of financial management modules in Dynamics 365 Finance
Benefits of Dynamics 365 Finance
Knowledge Check
About this module
Create and configure a new legal entity
Define and configure the chart of accounts
Configure ledgers and currencies
Implement and manage journals
Implement and manage cash and bank
Implement cost accounting and cost management
Perform periodic processes
Configure, collect, and report taxes
Knowledge Check
About this module
Configure Terms of payment
Configure payment days, and payment schedules
Configure Cash discounts
Configure Payment calendar
Configure Payment fees
Knowledge Check
About this module
Create and maintain Accounts payable method of payments
Create and maintain Vendor groups and vendors
Create and configure vendor posting profile
Configure invoice validation policies
Process orders, invoices, and payments
Enable and test vendor collaboration portal for a vendor
Configure accounts payable charges
Configure and use Positive pay
Knowledge Check
About this module
Configure and use expense management
Knowledge Check
About this module
Configure Method of Payment
Create and maintain Customer groups and customers
Create and configure customer posting profile
Process orders, invoices, and payments
Configure Accounts receivable charges
Manage credit and collections
Configure revenue recognition
Knowledge Check
About this module
Configure and use basic budgeting
Configure and use budget controls
Create and configure registry entries
Configure and use budget planning
Knowledge Check
About this module
Configure Fixed assets components
Manage Fixed assets
Fixed asset acquisition, depreciation and disposal
Fixed asset integration
Knowledge Check
Instructions
Practice Sets1
Practice Set 2
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Personalized Mentoring & Support
1-on-1 mentoring, live classes, webinars, weekly feedback, peer discussion, and much more.
Practical Experience
Hands-on labs and projects tackling real-world challenges. Great for your resumé and LinkedIn profile.
Best-in-Class Course Content
Designed by the industry for the industry so you can build job-ready skills.
Job-Ready Skills Focus
Competency building and global certifications employers are actively looking for.
FAQs
Microsoft Dynamics 365 Finance gives you the ability to track your company's performance in real time. IT also enables you to estimate future outcomes and make data-driven decisions to help your company develop, regardless of its size or industry.
Additionally, Dynamics 365 equips employees with the tools they need to increase productivity, develop client connections, and earn more business. Its business intelligence tool also provides executives with useful insights into performance and prospects.
This course covers the financial aspects of Dynamics 365. This includes configuring and using essential financial components, budgeting, fixed assets, collections, accounts payable, accounts receivable and additional functionality.
You should have basic accounting skills and competencies in using Dynamics 365 Core.
The steps to gaining certification MB-310: Microsoft Dynamics 365 Finance are as follows:
Step 1: Work with a Microsoft-authorised training partner to complete the MB-310 recommended training. Microsoft has approved SKillUp Online as a training partner.Our Microsoft Certified Trainers will help you brush up on your skills before you register for the exam.
Step 2: Go to Microsoft's official website when you've finished the course. Register for the MB-310: Microsoft Dynamics 365 Finance Functional Consultant exam with Pearson VUE and schedule it.
Step 3: Take and pass the exam to become certified.
MB-310: Microsoft Dynamics 365 Finance is a four-day course that comes with instructor-led training. This is also a mentored course. As part of SkillUp Onlines mentoring service, you will have access to valuable guidance and support throughout the course. We provide a dedicated discussion space where you can ask questions, chat with your peers, and resolve issues. Plus, you will have the opportunity to discuss problems and ask questions in one-to-one sessions with your mentor.
Yes, you will be issued a Certificate of Completion when you complete this MB-310: Microsoft Dynamics 365 Finance course. You can upload it to your LinkedIn profile and add it to your resum.
Type of certificate
Certificate of Completion
About this course
08 Modules
01 Skills
Includes
Discussion space
01 Labs
08 Knowledge checks
01 Practice exam
Create
Fiscal calendars, years and periods
Custom financial dimension
Entity-backed financial dimension
Voucher templates
Travel requisition
Cash advance
Exercises to explore
Import exchange rates
Configure ledger and journal setup
Perform year-end close and a consolidation
Cash and bank management
Configure accounts payable components
Record an invoice
Configure and use basic budgeting
Manage fixed assets
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