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MB-310 Microsoft Dynamics 365 Finance
Managing financial processes in today’s organizations means connecting accounting, controlling and compliance in a single, well-structured platform. MB-310 shows you how to get the most out of Dynamics 365 Finance to do exactly that.
Key topics
- Setting up and configuring ERP financial structures in Dynamics 365.
- General ledger, accounts payable, accounts receivable and fixed asset management.
- Financial planning and control through budgeting, forecasting and financial analysis.
- Streamlining operations with automated workflows, rules and compliance settings.
- Data-driven reporting and real-time financial evaluation.
Prerequisite
Experience with financial or ERP systems and a basic understanding of business processes and accounting principles is helpful before attending this course.
Target group
This course is designed for finance, accounting and controlling professionals, as well as IT specialists working in financial environments who want to implement or develop digital finance processes in Dynamics 365.
Mastering Dynamics 365 Finance enables you to build transparent, scalable financial structures and a solid foundation for data-driven business decisions.
- Scope of features and application areas of Dynamics 365 Finance.
- Architecture and core modules of the platform.
- Financial management modules in detail.
- Strengths and added value of Dynamics 365 Finance.
- Create and configure legal entities.
- Structure and configure the chart of accounts.
- Configure general ledger and currencies.
- Set up and control posting journals.
- Manage cash and bank accounts.
- Implement cost accounting and cost control.
- Carry out period-end closing processes.
- Configure tax settings and manage reporting.
- Define payment terms and conditions.
- Set up payment dates and payment schedules.
- Configure cash discount rules.
- Build payment calendars.
- Define fees for payment transactions.
- Create and maintain vendor payment methods.
- Manage vendor groups and vendors.
- Configure posting profiles for vendors.
- Set up invoice verification rules.
- Process purchase documents and payments.
- Enable and test the vendor collaboration portal.
- Configure vendor charges.
- Set up and use Positive Pay.
- Set up and control expense management.
- Set up payment methods.
- Manage customers and customer groups.
- Configure customer posting profiles.
- Process sales documents and incoming payments.
- Define customer charges.
- Manage credit limits and collect outstanding receivables.
- Set up and manage revenue recognition.
- Setting up and applying basic budgeting.
- Configuring and using budget controls.
- Creating and maintaining budget register entries.
- Setting up and managing budget planning processes.
- Setting up fixed asset components.
- Managing the fixed asset inventory.
- Acquisition, depreciation and disposal of assets.
- Integrating fixed assets across systems.
Up to 100% funding for your continuing education
Attractive funding opportunities are available for numerous continuing education programs – depending on the funding program, up to 100% funding is possible.
The requirement is that you live or work in Germany. Our funding opportunities are not available outside of Germany.
Funding opportunities are available for career starters, job seekers, career changers, startups, experienced professionals, those seeking career advancement, and specialists.
