MB-310 Microsoft Dynamics 365 Finance

Price
Net:
VAT:

Price
Price on Request

Duration
4 days

For companies and job seekers:
this course is 100% fundable!
 

Location

Course Language
English

Training Solutions
Online Live

Financial processes are becoming digital, integrated, and data-driven. Modern ERP solutions combine accounting, controlling, and compliance into a clearly controllable financial architecture.

Key topics

  • Financial management with integrated ERP structures.
  • General ledger, accounts payable, accounts receivable, and asset accounting.
  • Budgeting, forecasting, and financial analysis.
  • Automation, workflows, and compliance.
  • Reporting, evaluations, and real-time data.

Prerequisites
Basic understanding of business processes and experience with financial or ERP systems.

Target group
Specialists from finance, accounting, controlling, and IT-related financial environments who digitally map structured financial processes.

Digital financial management requires transparency, efficiency, and reliable data. Modern ERP expertise strengthens decision-making, scalability, and sustainable corporate management in the digital environment.
 

Print as PDF
course content
  • Overview of the features and capabilities of Dynamics 365 Finance
  • Core components of Dynamics 365 Finance
  • Overview of the financial management modules in Dynamics 365 Finance
  • Advantages of Dynamics 365 Finance
  • Create and configure a new legal entity
  • Define and configure the chart of accounts
  • Configure ledgers and currencies
  • Set up and manage journals
  • Set up and manage cash and bank
  • Implement cost accounting and cost management
  • Perform periodic processes
  • Configuring, collecting, and reporting taxes
  • Configure payment terms
  • Configuring payment dates and payment schedules
  • Configure discounts
  • Configure payment calendars
  • Configure payment fees
  • Create and maintain the payment method for vendors
  • Create and maintain vendor groups and vendors
  • Create and configure vendor posting profiles
  • Configure invoice validation policies
  • Process purchase orders, invoices, and payments
  • Activate and test the Vendor Collaboration Portal for a supplier
  • Configure vendor fees
  • Configure and use Positive Pay
  • Configure and use cost management
  • Configure payment method
  • Create and maintain customer groups and customers
  • Create and configure customer booking profiles
  • Process orders, invoices, and payments
  • Configure customer fees
  • Manage credit and collections
  • Configure revenue recognition
  • Configuring and using basic budgeting
  • Configuring and using budget controls
  • Creating and configuring registry entries
  • Set up and apply budget planning
  • Configure fixed asset components
  • Managing fixed assets
  • Acquisition, depreciation, and disposal of fixed assets
  • Integrating fixed assets

Frequently Asked Questions

  • Separate systems make it difficult to maintain an overview of finances and business processes. This training course shows how Microsoft Dynamics 365 Finance centrally manages financial data and links processes together.
  • The training program covers key financial processes such as general ledger accounting, accounts payable and accounts receivable, budgeting, fixed asset accounting, as well as financial reporting and analysis.
  • Up-to-date and consolidated financial data form the basis for meaningful analyses. This training course teaches participants how to use functions for reporting, planning, and controlling.
  • This section discusses ways to automate recurring accounting and financial processes in order to streamline workflows and reduce manual tasks.
  • The platform supports multiple currencies, languages, and country-specific requirements. The training course demonstrates how to efficiently manage global financial processes.
  • Financial metrics provide important information for planning and corporate management. This continuing education course teaches participants how to analyze data and use it to make strategic decisions.
  • The content addresses topics such as compliance, transparency, budget control, financial closing processes, and the management of complex financial structures within companies.
  • This training course provides practical knowledge on configuring, managing, and using Dynamics 365 Finance for modern financial and business processes.

Do you have any further questions? Please contact us.