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Dynamics 365 Finance&Operations: Financials Part2/3 MB-310
Highest Rated
Rating: 4.7 out of 5(894 ratings)
4,225 students

Dynamics 365 Finance&Operations: Financials Part2/3 MB-310

MB310, Microsoft Dynamics 365, D365 Finance and Operations, Dynamics 365 Finance & Operations, D365 F&O, Dynamics AX
Last updated 11/2022
English

What you'll learn

  • Creating Financial dimensions and Dimension values
  • Configuring Accounting sturctures
  • Creation and Generation of number sequences
  • Creation of Journal names
  • Understanding Journal control and posting restrictions
  • Setting up the Vendor posting profiles
  • Generate Trial balance
  • Dimension sets
  • Date Intervals
  • Simple and complex workflow configurations
  • Define Vendor groups and posting profiles
  • Process Vendor payments
  • Customer creation
  • Sales order processing
  • Free text Invoice processing
  • Create charge codes and apply charges to Sales orders and purchase orders
  • Apply charges automatically to orders

Course content

8 sections25 lectures6h 5m total length
  • Number sequences16:48

    Discover how to create and assign vendor and customer number sequences in Dynamics 365 Finance&Operations, configure automated versus manual numbering, and apply them across accounts payable and accounts receivable forms.

  • Number sequences continued31:46

    Explore configuring number sequences in Dynamics 365 Finance & Operations, including segment configuration, scope options (company vs shared), attaching sequences to references, and handling continuous, stop, and cleanup behaviors.

  • Number sequences quiz

Requirements

  • Good internet access and Basic computer knowledge
  • Basic understanding on Business processes of an organization
  • Understanding on accounting basics
  • Must have completed the Part-1 that is published or have an understanding on the topics of Part-1

Description

Important

This is an introduction course on D365 Finance and Operations with a focus on Finance, this is especially for beginners.

Those who are already working on D365 might already aware of these that are being discussed, I recommend to look at the topics covered in this course and enroll only if you think you do not know those topics.


Topics covered:

  • Creation of Number sequences

  • Creation of Financial dimensions and Dimension values

  • Configuring account structures

  • Defining Valid dimension combinations in Account structures

  • Creation of Journal names and understanding important parameters

  • Configuring Journal control and Posting restrictions

  • Configuring Simple workflows

  • Understanding different configurations in Workflow

  • Configuring Vendor posting profiles and Customer posting profiles


Important

This is an introduction course on D365 Finance and Operations with a focus on Finance, this is especially for beginners.

Those who are already working on D365 might already aware of these that are being discussed, I recommend to look at the topics covered in this course and enroll only if you think you do not know those topics.


Topics covered:

· Creation of Number sequences

· Creation of Financial dimensions and Dimension values

· Configuring account structures

· Defining Valid dimension combinations in Account structures

· Creation of Journal names and understanding important parameters

· Configuring Journal control and Posting restrictions

· Configuring Simple workflows

· Understanding different configurations in Workflow

· Configuring Vendor posting profiles and Customer posting profiles

· Creation of Number sequences

· Creation of Financial dimensions and Dimension values

· Configuring account structures

· Defining Valid dimension combinations in Account structures

· Creation of Journal names and understanding important parameters

· Configuring Journal control and Posting restrictions

· Configuring Simple workflows

· Understanding different configurations in Workflow

· Configuring Vendor posting profiles and Customer posting profiles

· Creation of Number sequences

· Creation of Financial dimensions and Dimension values

· Configuring account structures

· Defining Valid dimension combinations in Account structures

· Creation of Journal names and understanding important parameters

· Configuring Journal control and Posting restrictions

· Configuring Simple workflows

· Understanding different configurations in Workflow

· Configuring Vendor posting profiles and Customer posting profiles

· Creation of Number sequences

· Creation of Financial dimensions and Dimension values

· Configuring account structures

· Defining Valid dimension combinations in Account structures

· Creation of Journal names and understanding important parameters

· Configuring Journal control and Posting restrictions

· Configuring Simple workflows

· Understanding different configurations in Workflow

· Configuring Vendor posting profiles and Customer posting profiles




Important

This is an introduction course on D365 Finance and Operations with a focus on Finance, this is especially for beginners.

Those who are already working on D365 might already aware of these that are being discussed, I recommend to look at the topics covered in this course and enroll only if you think you do not know those topics.


Topics covered:

· Creation of Number sequences

· Creation of Financial dimensions and Dimension values

· Configuring account structures

· Defining Valid dimension combinations in Account structures

· Creation of Journal names and understanding important parameters

· Configuring Journal control and Posting restrictions

· Configuring Simple workflows

· Understanding different configurations in Workflow

· Configuring Vendor posting profiles and Customer posting profiles

· Creation of Number sequences

· Creation of Financial dimensions and Dimension values

· Configuring account structures

· Defining Valid dimension combinations in Account structures

· Creation of Journal names and understanding important parameters

· Configuring Journal control and Posting restrictions

· Configuring Simple workflows

· Understanding different configurations in Workflow

· Configuring Vendor posting profiles and Customer posting profiles

· Creation of Number sequences

· Creation of Financial dimensions and Dimension values

· Configuring account structures

· Defining Valid dimension combinations in Account structures

· Creation of Journal names and understanding important parameters

· Configuring Journal control and Posting restrictions

· Configuring Simple workflows

· Understanding different configurations in Workflow

· Configuring Vendor posting profiles and Customer posting profiles

· Creation of Number sequences

· Creation of Financial dimensions and Dimension values

· Configuring account structures

· Defining Valid dimension combinations in Account structures

· Creation of Journal names and understanding important parameters

· Configuring Journal control and Posting restrictions

· Configuring Simple workflows

· Understanding different configurations in Workflow

· Configuring Vendor posting profiles and Customer posting profiles






Who this course is for:

  • Dynamics 365 F&O Consultants who want to get certified on MB-310
  • ERP consultants who want to start their career in D365 F&O as Financial consultants
  • Consultants who have experience on AX2009 and Dynamics AX2012 and upgrade their skills with D365 F&O