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Dynamics 365 Finance&Operations: Financials Part3/3 MB-310
Rating: 4.7 out of 5(731 ratings)
3,707 students

Dynamics 365 Finance&Operations: Financials Part3/3 MB-310

Become an expert with Dynamics365 F&O; Expert Finance functional consultant with Dynamics 365 Finance and Operations
Created byD365 Studio | 12000+ Students
Last updated 4/2022
English

What you'll learn

  • Creation of Bank Accounts
  • Setting up the check Layout and generating checks
  • Methods of Payments configuration and sending Electronic payments from D365 F&O
  • Manual and Advanced Bank reconciliation
  • Tax elements and Tax configuration
  • Creation and posting of Expense reports

Course content

5 sections • 28 lectures • 3h 24m total length

  • Create Bank accounts5:54
  • Configure check Layout and generate checks13:45
  • Generate electronic payment files4:09

    Learn how to generate electronic payment files in Dynamics 365 Finance & Operations by configuring vendor bank accounts, selecting electronic payments, and exporting the bank-ready file for supplier payments.

  • Intro to Bank reconciliation3:04

    Learn how bank reconciliation matches bank statements with accounting records, identifies missing transactions and bank charges, and compares manual reconciliation with advanced bank reconciliation in Dynamics 365 finance and operations.

  • Manual Bank reconciliation6:30
  • Import Bank statements5:53

    Import bank statements in Dynamics 365 Finance & Operations using formats such as 940 by two and ISO 222, then perform advanced reconciliation with matching rules.

  • Create new data project to Import bank statements0:01
  • Advanced Bank reconciliation6:09

Requirements

  • You must have completed the Part1 and Part2 of this series
  • If not the above, you are required to have good understanding on the basics of D365 F&O Finance functionalities

Description

Important

This is an advanced course on D365 Finance and Operations with a focus on training the professionals to become expert consultants in Financials areas.  This is Part 3 of the 3 parts series.

It is required that the students must have completed Part1 and part2 before enrolling in this Part3. If you are comfortable with the basic Finance functionalities in D365 F&O and looking for only advanced content, you can enroll in this course directly.


Topics covered in Dynamics 365 FInance and Operations

Cash and Bank management

  • Create new Bank accounts and add the required information

  • Setup check Layout and generate checks

  • Understand Methods of payment

  • Send electronic payment files to Bank

  • Introduce Bank reconciliation

  • Manual Bank reconciliation and Advanced Bank reconciliation

Tax configuration

  • Understand Tax components

  • Tax calculation

  • Configure Tax authorities, Tax settlement periods

  • Configure Tax codes, sales Tax groups and Item tax groups

  • Setting up VAT


General Ledger Advanced topics

  • Allocation terms

  • Foreign currency revaluation from Accounts payable and Accounts receivable

  • Foreign currency revaluation from General Ledger

  • Intercompany Accounting

  • Ledger allocation rules


Expense management

  • Create expense reports

  • Understand Travel requisitions and Cash advances

  • Setup policies in Expense management

  • Expense management Advanced setup

  • Expense management workflows

Fixed Asset management


Budget configuration


It is required that the students must have completed Part1 and part2 before enrolling in this Part3. If you are comfortable with the basic Finance functionalities in D365 F&O and looking for only advanced content, you can enroll in this course directly.

Who this course is for:

  • ERP consultants and Business users who want to become experts in D365 F&O Finance consulting
  • Those want to choose D365 Finance F&O consulting as their career path
  • Professionals working in Accounting domains and want to switch their career to D365 F&O consulting

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