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

Name: Dynamics 365 Finance&Operations: Financials Part2/3 MB-310
Rating: 4.5 (920 reviews)

MB310, Microsoft Dynamics 365, D365 Finance and Operations, Dynamics 365 Finance & Operations, D365 F&O, Dynamics AX

Created byD365 Studio | 12000+ Students

Last updated 11/2022

English

English [Auto],Portuguese [Auto],

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 sections • 25 lectures • 6h 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

Financial Dimensions21:35
Learn how financial dimensions in Dynamics 365 finance & operations attach department and other values to transactions, including entity backed and custom dimensions, enabling meaningful reports via journal entries.
Account Structures24:02
Explore how account structures determine financial dimensions in journal lines and how to create, activate, and assign structures like sgpc in ledger and maintenance mode.
Account structures11:27
Learn why Contoso uses two accounting structures, one for P&L and one for balance sheet, and how they connect business units, departments, cost centers, and item groups.
13. Defining valid dimension combinations through Account structures24:00
Define valid dimension combinations with account structures in Dynamics 365 Finance and Operations, controlling department, business unit, and cost center values for ledgers.
Ledger account alias3:29
Explore ledger account alias in the Dynamics 365 Finance & Operations GL module, creating alias definitions by account structure to speed journal entries across multiple dimensions, companies, users, or groups.

14. Journal names26:11
Explore how journal names enable workflow and simple approvals, set default values and dimensions in general ledger, and manage voucher sequences and offset accounts for travel and purchasing expenses.
15.Journal names(Continued)21:56
Explore journal names configuration in Dynamics 365 Finance&Operations, including approvals, offset accounts, detail level, currency defaults, voucher numbering, and private access by user group.
16. Journal control and Posting restrictions21:04
Learn how journal control and posting restrictions govern valid account types and dimensions, enforce department values, and apply user-group based access for journal names.

Trial balance2:45
Open the trial balance in the general ledger under inquiries and reports, set the date range, and calculate balances to review postings and account totals.
Financial dimension sets4:56
Create financial dimension sets in the general ledger by grouping main account, business unit, and department. Calculate balances with these sets to see trial balances by dimension for targeted reporting.
Date Intervals4:25
Master date intervals to pull the trial balance and ledger reports by current year or period, including previous periods, and configure or reuse existing intervals.

Configuring simple workflows26:43
Configure simple workflows in Dynamics 365 Finance&Operations to route journal approvals, assign approvers, and send notifications, using a ledger daily journal workflow and step-by-step setup.
Workflow configurations continued43:41
Learn to configure complex workflow approvals in dynamics 365 finance and operations, route journal approvals by manager groups or CFO based on amount thresholds, using placeholders and troubleshooting.

Creation of Vendor groups and Posting profiles31:25
Explore vendor groups and posting profiles in accounts payable, learn how subledger posts to general ledger, and differentiate domestic versus foreign vendors with predefined accounts.
Vendor payment journals6:07
Learn to create and post vendor payment journals in Dynamics 365 Finance & Operations, settle invoices via the schedule transactions form, and print the resulting payment report.

Customer creation4:04
Create a customer master in accounts receivable or sales and marketing by entering name, group, address, and contact details, then save and configure the invoice account and terms of payment.
Sales order cycle10:22
Create and fulfill a sales order, process picking, packing slips or delivery notes, generate an invoice, and review posting entries for inventory, cost of goods sold, and revenue.
Create and Post Free text Invoices6:01
Create and post free text invoices directly to customers for services, bypassing sales orders. Save templates to auto-fill customer data and terms, then print or email invoices.
Introduction to Charges7:03
Learn to add charges in Dynamics 365 Finance and Operations, applying header charges to the entire order and line charges to items. See installation charges on specific lines.
Create Charge codes4:55
Create charge codes in accounts receivable, assign posting to customer, link to a ledger account, and apply delivery charges to sales orders, including line-level options, with automation explored next.
Apply charges automatically to all sales orders4:51
Configure automatic charges in accounts receivable to apply a $30 delivery charge to all sales orders at the header level, with options for group-based or line-level application.
Auto Charges for specific group of customers or specific group of items5:46
Set up automatic charges for a specific customer or item group in accounts receivable using customer charge groups and item charges groups, and apply them on sales orders.

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.

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.

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

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

What you'll learn

Explore related topics

Course content

Number sequences2 lectures • 49min

Financial Dimensions and Account structures5 lectures • 1hr 25min

Journal names and Journal control3 lectures • 1hr 9min

Trial balance and Financial dimension sets3 lectures • 12min

Workflows configuration2 lectures • 1hr 10min

Accounts Payable2 lectures • 38min

Accounts receivable7 lectures • 43min

Bonus Section- A little extra that motivates you to keep up your learning1 lecture • 1min

Requirements

Description

Who this course is for: