Workshops |

Financials

The course is intended to provide programmers and consultants with knowledge about Microsoft Dynamic 365 for Finance & Supply Chain Management solution and get certified for MB 310 exam.

July 11-15

950 EUR

Early bird price registering 3 weeks in advance 850 EUR/participant.

Special offer: For two persons registered from one company, the third person is invited to join the training for free!

This workshop is best for:

Workshop overview and agenda:

Get started with financial management in Finance and Supply Chain Management

  • Modules and Workspaces
  • Configure currencies
  • Create fiscal calendars, years, and periods

Configure chart of accounts

  • Financial dimensions
  • Main accounts configuration
  • Accounting structures and advanced rule structures configuration
  • Configure ledgers

Perform general ledger daily procedures

  • Configure journals
  • Perform general ledger daily procedures
  • Configure ledger allocations and accruals
  • Intercompany accounting

Configure the Tax module  

Tax transactions

  • Register Sales Tax operations
  • Perform Tax adjustment on transactions
  • Perform Tax settlement

Tax transactions

  • Perform operations with Withholding tax
  • Perform operations with Conditional tax

Configure cash and bank management

Perform Bank reconciliation

Accounts Payable

Accounts payable basic and payment management configuration

Perform Accounts payable daily procedures

  • Accounts payable invoicing options

Perform Accounts payable daily procedures

  • Accounts payable payment transactions management
  • Work with accounting distributions, invoice validations and settlements

Perform Accounts payable daily procedures

  • Free text invoice
  • Recurring invoices

Collections management

  • Configure credit and collections
  • Process credit and collections

Configure and use basic budgeting and budget control

  • Accounts payable payment transactions management
  • Work with accounting distributions, invoice validations and settlements

Configure and use budget planning

Fixed assets transactions

Fiscal year closing

Manage fixed assets

  • Configure fixed assets

Introduction to Cost accounting

Work with analytics and reporting

Workshop prerequisites:

  1. Microsoft Dynamics 365 Unified Operations Core (MB-300) training is required and must be completed to proceed with any of other trainings.
  2. If the expectation for the training is not certification compliance for Microsoft Dynamics 365 exams, but rather acquiring the general knowledge and / or deepening of knowledge in a particular D365 F&SCM solution area, then training participants can be beginner-level.
  3. If the expectation for the trainings is passing the exam, then participants are advised to have at least two years of experience working with AX / D365 F&SCM, or otherwise, based on the fact, we would need consider extending the course(s) to more days to go further into all topics.
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