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31000 MB-310 Dynamics 365 for Finance and Operations Financials Training

This instructor led, hands on labs, accelerated course has 8 days of training covered in a 5-day format. This course is intended for individuals who want to improve their technical skills on Microsoft Dynamics 365 Finance and Operations or prove their worth by earning the following certification: MB6-895 Financial Management in Microsoft Dynamics 365 for Finance and Operations Certification. The material in this course will help prepare you for the exam.

You will have FULL use of a Dynamics 365 for Operations lab environment in this class.

Corresponding Exam MB-310: Microsoft Dynamics 365 Finance

Who should Attend:

Professionals who typically attend this class include: Dynamics 365 for Finance and Operations staff, such as CPAs, CFOs, accounting managers, solution architects, functional consultants, and project managers.

This class is also appropriate for staff who have a business software background and who want to demonstrate a foundational understanding of the Finance and Operations application.

After completing this course, students will understand the following areas within D365 Finance and Operations:

  • General Ledger in Microsoft Dynamics 365 for Finance and Operations
  • Accounts Payable in Microsoft Dynamics 365 for Finance and Operations
  • Accounts Receivable in Microsoft Dynamics 365 for Finance and Operations
  • Cash and Bank Management in Microsoft Dynamics 365 for Finance and Operations
  • Fixed Assets in Microsoft Dynamics 365 for Finance and Operations
  • Budgeting in Microsoft Dynamics 365 for Finance and Operations

Course Outline

Module 1: General Ledger in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

In the General Ledger section, we define and setup the General Ledger module as the foundation of your ERP system. Topics include: Fiscal Calendars, Years, and Periods; create and define financial dimensions and financial dimension sets; create period allocations; set up journals; define the General Ledger parameters.

Lessons

  • Navigate the General Ledger Workspace
  • Set up Currencies and Exchange Rates
  • Enable Exchange Rate Providers
  • Import Exchange Rates
  • Set up Periods and Fiscal Years
  • Set up Reason Codes and Period Allocations
  • Create Financial Dimensions
  • Configure Account Structures and Advanced Rules
  • Create a Main Account
  • Create Financial Dimension Sets
  • Complete Ledger Setup
  • Review the account setup for Automatic Transactions
  • Review General Ledger Parameters
  • Discuss Journal Controls and Posting Restrictions
  • Set up Balance Control Accounts
  • Review Inquiries and Reports
  • Review the entry process for General Journals
  • Create Journals Names
  • Review the entry and posting of General Journals
  • Complete posting Global General Ledger Journals
  • Review posting multiple journals, journals with workflow approval and periodic journals
  • Discuss ledger accruals and transaction reversals
  • Review posting intercompany transactions
  • Review setup for intercompany accounting
  • Post an intercompany transaction
  • Trace intercompany transactions
  • Review ledger posting groups
  • Create Sales Tax Authorities
  • Set up Sales Tax Settlement Periods
  • Create Sales Tax codes and Exemption codes
  • Create Sales Tax groups and Item Sales Tax groups
  • Review Sales Tax Transactions
  • Demonstrate Withholding Sales Tax
  • Set up fiscal year end close parameters
  • Create a new fiscal year
  • Control transactions in a closing period
  • Hold or close a period
  • Create year-end adjustments
  • Make adjustments or transfers between accounts
  • Transfer opening balances to the new year
  • Describe what a consolidation is
  • Review Eliminations
  • General consolidation considerations
  • Complete a consolidation
  • Foreign currency considerations
  • Use Financial Reporting for consolidation reporting

Module 2: Accounts Payable in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

In this section, you will setup and define the Accounts Payable module: Define vendor posting profiles, set up vendor payment information, define invoice matching, create vendors, set up vendor 1099 information, define the accounts payable parameters; define an organizational structure for centralized payments.

Lessons

  • Set up Payment Schedules
  • Set up Terms of Payment
  • Create Cash Discount Codes
  • Create Payment Fees
  • Review Accounts Payable Parameters
  • Set up Vendor Posting Profiles
  • Create Vendor Groups
  • Create a Vendor
  • Review Vendor details applicable to Finance
  • Create a Vendor Invoice Manually
  • Create a Vendor Invoice from a Purchase Receipt
  • Set Invoice Matching Policies
  • Update Match status on an Invoice
  • Over-ride matching requirements for an Invoice
  • Add Charges to an Invoice at posting
  • Create an Invoice Journal
  • Create an Invoice Approval Journal
  • Review the Invoice Register
  • Review Voucher Templates
  • Review Methods of Payment Setup
  • Create Payment Journals
  • Create Electronic Vendor Payments including Electronic Checks
  • Reverse payments to vendors
  • Review Inquiries and Reports
  • Review Bridging Accounts
  • Review concept of prepayment
  • Set up prepayments
  • Process prepayments with a payment journal
  • Process prepayments on a purchase order
  • Set up Vendors to report on 1099 transactions
  • Review 1099 Transactions
  • Run the 1099 reports
  • Run the export file to send to the taxing authorities
  • Define an encumbrance
  • Set up encumbrances
  • Create purchase order encumbrance transactions
  • Complete the encumbrance Year-End Process

Module 3: Accounts Receivable in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

In the Accounts Receivable module: we setup and choose the options that match your organization’s business. Define customer posting profiles, set up customer payment information, create customers, define the Accounts Receivable parameters, define an organizational structure for centralized payments.

Lessons

  • Set up Terms of Payment
  • Create Cash Discount Codes
  • Review Accounts Receivable Parameters
  • Set up Customer Posting Profiles
  • Create Customer Groups
  • Create a Customer
  • Review Customer details applicable to Finance
  • Create Free Text Invoices and Recurring Free Text Invoices
  • Correct a Free Text Invoice
  • Create an Invoice against a Sales Order
  • Review the Customer Invoicing Workspace
  • Review customer statements
  • Set up Collection Letters
  • Process Collection Letters
  • Setup Interest Codes
  • Calculate and Post Interest for Overdue Accounts Receivable
  • Manage Interest
  • Review Aging Periods
  • View and Manage Collections Information
  • Review Advanced Collections Management Tasks
  • Review Customer Payment Setup
  • Create and process a Customer Payment Journal
  • Process Electronic Customer Payments
  • Edit Open Customer Transactions
  • Review Inquiries and Reports

Module 4: Cash and Bank Management in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

The Cash and Bank Management module you will setup and choose the cash and bank management options that match your organization’s business: Define bank transaction types and transaction groups; set up bank groups, create bank accounts, define the Cash and Bank Management parameters.

Lessons

  • Review Bank Transaction Types and Groups
  • Review Bank Parameters
  • Set up Payment Purpose Codes
  • Create Bank Groups
  • Create a Bank Account and Complete a Bank Reconciliation
  • Set up Electronic Reporting Templates
  • Create a Check Layout and Work with Checks
  • Set up Intercompany Accounting Postings
  • Set up Centralized Customer Payments
  • Set up Centralized Vendor Payments
  • Process Centralized Payments
  • Review the concept of a Bill of Exchange
  • Set up Bills of Exchange
  • Process a Bill of Exchange
  • Manually reconcile a bank account
  • Reconcile a bank account based upon a file from the bank

Module 5: Fixed Assets in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

In the Fixed Assets module, you will setup and configure Dynamics 365 Fixed Assets. Define depreciation methods and conventions. Set up depreciation profiles and books. Set up value models, define fixed asset parameters, create fixed assets, set up and assign bar codes to assets, lend fixed assets.

Lessons

  • Complete fixed asset setup for journal names and parameters
  • Create fixed asset books
  • Create fixed asset groups
  • Set up posting profiles and reason codes
  • Set up fixed asset calendars
  • Create assets
  • Set up Capitalization Thresholds and Determination Rules
  • Complete fixed asset depreciation setup for depreciation methods
  • Set up depreciation profiles
  • Create depreciation conventions
  • Set up provision types and bonus depreciation
  • Complete a mass update of depreciation conventions
  • Review Lending Assets
  • Demonstrate Assigning Bar Codes to Assets
  • Copy Fixed Assets and Changing Fixed Assets Groups
  • Review Fixed Assets Additions

Module 6: Budgeting in Microsoft Dynamics 365 for Finance and Operations, Enterprise edition

Budgeting is enhanced from the prior AX versions. In the Budgeting Module, you will setup and configure Dynamics 365 budgets.

Lessons

  • Review Fixed Asset Budgeting
  • Review Budgeting concepts
  • Demonstration Basic Budgeting setup
  • Add Amounts to a budget
  • Complete Budget Transfers
  • Use Excel to update budgets
  • Transfer budgets to and from the General Ledger
  • Review inquiries and reports
  • Review integrated budgeting
  • Review the setup of organization hierarchies
  • Set up stages, scenarios and user security
  • Create budget plan columns and layouts
  • Set up workflow for budget approval
  • Use advanced rules for budgeting
  • Process budget approvals
  • Create and Manage Budget Plans

Module 7: Course Review

Lessons

  • General Ledger in Microsoft Dynamics 365 for Finance and Operations
  • Accounts Payable in Microsoft Dynamics 365 for Finance and Operations
  • Accounts Receivable in Microsoft Dynamics 365 for Finance and Operations
  • Cash and Bank Management in Microsoft Dynamics 365 for Finance and Operations
  • Fixed Assets in Microsoft Dynamics 365 for Finance and Operations
  • Budgeting in Microsoft Dynamics 365 for Finance and Operations

Prerequisites

  • Basic understanding of knowledge of accounting practices.

31000 Preview


In this 4-day Dynamics 365 for Finance and Operations, Financials
training contains the following 3 courses. It is intend to help
attendees to prepare for Exam MB-310 and save money when they
purchase all 3 courses together.

  • Course MB-310T01: Configure and use essential components of financial management in Dynamics 365 for Finance and Operations
  • Course MB-310T02: Configure and use accounts payable, receivable, and collections in Finance and Operations
  • Course MB-310T03: Configure and use budgeting, fixed assets, and additional functionality in Finance and Operations

_________________________________________________________________________________________________________________________

MB-310T01 Configure and use essential components of financial management in Dynamics 365 for Finance and Operations

This is 2-day course for Organizations use Dynamics 365 for Finance and Operations to elevate their financial performance by increasing profitability, optimizing workforce productivity, reducing operational expenses, adapting quickly to requirement changes, and streamlining asset management. This course discusses how to configure and use essential components of financial management in Dynamics 365 for Finance and Operations.

Audience profile

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Prerequisites

Basic understanding of ERP, CRM concepts.

Course Outline

Module 1: Financial Management

In this module you will learn some of benefits of financial management of Dynamics 365 for Finance and Operations.

Lessons

  • Benefits of financial management
  • Financial management
  • Module summary

You became familiar with modules in Finance and Operations related to financial management and their overall features and functionality.

Module 2: Configure Currencies

One of the first and most important steps of implementing financial management in Dynamics 365 for Finance and Operations is currency setup. Currency setup is a required step in the configuration of the system and is used to record financial transactions. This module explains currency management in Finance and Operations.

Lessons

  • Introduction
  • Setup legal entity currencies and conversions
  • Configure and import currency exchange rates
  • Practice lab
  • Module summary

You have now learned about different types of currencies in Finance and Operations. You are also familiar with the concept of triangulation currency, how to set up legal entity currencies and conversions.

In the video, you learned how to configure exchange rate providers and use them to import exchange rates into an exchange rate type.

Module 3: Create fiscal calendars, years and periods

Before posting transactions, a new fiscal year must be divided into periods. This is because transactions cannot post unless a period is created for the posting date and shared across multiple legal entities. A benefit of sharing fiscal calendars is that this supports multiple fiscal calendars for each legal entity. The fiscal year in Finance and Operations can be set to any length and divided into any number of periods. This module explains fiscal and ledger calendar management in Finance and Operations.

Lessons

  • Introduction
  • Create fiscal calendars, years and periods
  • Create date intervals
  • Practice lab
  • Module summary

In this module, you learned how to:

  • Differentiate between ledger and fiscal calendars.
  • Configure and set up fiscal calendars, years, and periods.
  • Create and use date intervals.

Module 4: Configure Chart of Accounts

A chart of accounts is a set of main accounts in Finance and Operations that captures financial information upon posting a journal. Each account is assigned an account number as a unique identifier.

Lessons

  • Introduction
  • Define and configure the chart of accounts
  • Define and configure the financial dimensions
  • Define and configure account structures and rules
  • Practice labs
  • Module summary

In this module, you learned how to:

  • Identify the required components for the chart of accounts.
  • Define and configure the chart of accounts.
  • Define and configure the financial dimensions and dimension sets.
  • Configure chart of accounts, main accounts, categories, templates, ledger account alias, and balance control.
  • Configure account structures and advanced rules.

Module 5: Configure Ledger and Journals

A journal is a worksheet that you can use before you manually enter postings into the system. When you set them up correctly, journals allow you to quickly and efficiently manage posting. To use a journal, you must have a journal name, and should complete the configuration of the ledger, journal, and posting of the General ledger module. By using the General ledger journal directly or via the General ledger processing workspace, you can perform daily activities as someone who is assigned proper security role to access the General ledger. A journal name gives financial leaders the capability to control data entry validation and restrict posting of a journal name for users differently.

Lessons

  • Journals and their setup
  • Configure ledger and journal setup
  • User journals
  • Practice lab
  • Module summary

In this module. you learned about:

  • Different types of journals and their setup.
  • How to configure ledger and posting setup.
  • How to configure and use journals.

Module 6: Configure Cash and Bank Management

In Dynamics 365 for Finance and Operations, organizations use the Cash and bank management module to create and maintain bank accounts. The Bank account table contains a record for each bank account. Each record contains bank account information, such as the following: - Registration number and account number - Address - Other contact information - Currency - Check setup - Main account for posting Finance and Operations uses this information to process all bank transactions, such as payments and deposits.

Lessons

  • Introduction
  • Bank transaction types and groups
  • Setup cash and bank management parameters
  • Configure banks and bank checks
  • Deposit and refund checks
  • Cash flow
  • Practice Labs
  • Module summary

In this module, you learned how to:

  • Create and configure banks.
  • Create and configure bank layouts.
  • Configure cash and bank management parameters.
  • Set up vendor and customer banks.
  • Configure cash flow forecasts and reports.

Module 7: Use Cash and Bank Management

This module covers the main procedures in the Cash and bank management module in Finance and Operations. You learn how to work with cash and bank management workspaces such as Bank management and Cash overviews. You also learned about the processes and procedures for cash and bank management, like how to make deposits and cancel payments (deposits). Finance and Operations provides functionality to manage check payments, as well as procedures for resolving special situations with checks. You can delete, refund, and void checks, in addition to generating and issuing checks according to company specifications. Because Finance and Operations records all financial transactions, companies can use the bank reconciliation function to match internal company records of transactions against bank statements.

Lessons

  • Make deposits and perform payment reversals
  • Use cash and bank management workspaces
  • Practice Labs
  • Module summary

In this module, you learned how to:

  • Work with cash and bank management processes.
  • Use cash and bank management workspaces.
  • Make deposits.
  • Cancel payments.

Module 8: Configure Letters of Credit and Guarantees

You now have learned what are the bank letters and how to configure letters of credit in order to create bank documents that are commonly used for the purchase and sale of goods across international borders and letters of guarantees where a bank agrees to pay a specific amount of money to a person if one of the bank's customers defaults on a payment or obligation to that person.

Lessons

  • Introduction
  • Configure letters of credit
  • Configure letters of guarantee
  • Module summary

You will understand bank letters and letters of credit and guarantee.

Module 9: Perform Daily Procedures

Every manual posting entered in Finance and Operations is entered through a journal. A journal is a type of worksheet where entries do not post immediately. You can review, change, and verify completed journals until they are ready for posting. A voucher template is a voucher that can be used as the basis for future vouchers in other journal entries. You can use voucher templates with a general journal or any of the financial sub ledger journals such as Accounts payable and Accounts receivable journals. You can set up restrictions on the company, account type, and segment values.

Lessons

  • Learn about general ledger processes
  • Create voucher templates
  • Setup journal controls
  • Practice Lab
  • Module summary

You have now learned how to process daily activities in general ledger and use journal control to apply rules during data entry.

You worked with balance control accounts to view the balances of either banks or liquidity accounts. You also learned that you can only use the balance control prior to posting to ensure that the entries are correct.

You learned how to benefit from voucher templates for Amount, which is simply copying the exact amount of the template as new lines, or Percent, which converts the amounts in the voucher into percentage factors. This allows any amount to be applied when the voucher template is selected.

Module 10: Intercompany Accounting

Intercompany accounting can help organizations by providing a single-entry point for transactions that must be recorded to multiple companies. Making transactions from a single company saves data entry time and helps provide a guarantee that transactions affecting multiple companies are recorded in each company. Finance and Operations also helps trace the intercompany entries through the system. It has the functionality that is required by most companies that process intercompany transactions. This includes the ability to efficiently record intercompany sales orders, purchase orders, and cash disbursements.

Lessons

  • Setup and use intercompany accounting
  • Practice Lab
  • Module Summary

You will be able to set up and use intercompany accounting.

Module 11: Configure Ledger Allocations and Accruals

Finance and Operations provides the capabilities to support accrual schemes.

Lessons

  • Introduction
  • Configure and apply accrual schemes
  • Configure ledger allocation rules
  • Practice labs
  • Module summary

You will have learned how to configure and use allocation rules, and how to configure and use accrual schemes.

Finance and Operations provides the following capabilities to support this process:

  • Manually allocate transaction amounts by using the split action in accounting distributions, or by applying financial dimension default templates to a document.
  • Automatically allocate transactions amounts based on allocation terms defined on individually on the main account. Allocation account entries will be generated for each journal based on the percentage and destination ledger account when an accounting entry meets the criteria defined as the source ledger account.
  • Automatically allocate ledger balances or fixed amounts based on ledger allocation rules. The ledger allocation rules are processed on a periodic basis using allocation journals.

Module 12: Configure Sales Tax

The requirements for tax calculation and tax reporting differ significantly for different countries or regions. Therefore, the Tax module of Dynamics 365 for Finance and Operations is extremely comprehensive.

Lessons

  • Understand tax engine components
  • Practice lab
  • Module summary

You now have learned about country and regional tax reporting capabilities in Finance and Operations.

In this module, you learned how to configure tax components, such as sales tax authorities, settlement periods, and the sales tax codes. Additionally, you learned that sales tax codes is the main component to define tax calculations and connect all other components in the tax so that Finance and Operations can automatically calculate and post transactions for settlement based on the period interval assigned by an authority.

Module 13: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

Lessons

  • Final assessment
  • Course summary
  • Post-course survey

You will have completed the course.

_________________________________________________________________________________________________________

MB-310T02 Configure and use accounts payable, receivable, and collections in Finance and Operations

This is 1-day course for Organizations use Dynamics 365 for Finance and Operations to elevate their financial performance by increasing profitability, optimizing workforce productivity, reducing operational expenses, adapting quickly to requirement changes, and streamlining asset management.

This course discusses how to configure and use accounts payable, receivable, and collections in Dynamics 365 for Finance and Operations.

Audience profile

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Prerequisites

Basic understanding of ERP, CRM concepts.

Course Outline

Module 1: Configure Accounts Payable

Dynamics 365 for Finance and Operations offers extensive functionality for setting up different vendor payment options.

Lessons

  • Understand Task recorder functionality
  • Configure accounts payable parameters
  • Create and maintain vendors
  • Configure accounts payable charges
  • Configure and use positive pay
  • Practice Lab
  • Module Summary

In this module, you learned how to:

  • Configure accounts payable components.
  • Create and maintain a vendor.
  • Configure vendor payments.
  • Set up vendor posting profiles.
  • Configure accounts payable charges.

Module 2: Perform Accounts Payable Daily Procedures

Purchasing goods for resale or as materials for manufacturing or services is a large responsibility. Tracking those purchases and paying the vendors that supply the goods is just as challenging. Organizations must monitor accounts payable closely and implement procedures so management can easily obtain the financial information that they need to have to stay informed about changes in the costs of goods. To give an accurate view of the financial condition of the business, all expenses that affect net profit are included in accounts payable. This module explains how to manage and apply prepayments, record invoices, and process payments.

Lessons

  • Introduction
  • Process orders, invoices, and payments
  • Manage and apply prepayments
  • Practice Labs
  • Module summary

In this module, you learned that you can enter vendor invoices manually or receive them electronically through a data entity. After the invoices are entered or received, you can review and approve the invoices by using an Invoice approval journal or the Vendor invoice page.
Additionally, you learned how you can use invoice matching, vendor invoice policies, and workflow to automate the review process so that invoices that meet certain criteria are automatically approved and the remaining invoices are flagged for review by an authorized user. You also learned how to handle prepayments to your vendors.

Module 3: Use Accounting Distribution and Invoice Validations

This module explains how to settle transactions and undo settlement and distribute funds by using accounting distributions. You will also learn how to perform invoice matching. Accounting distributions are used to define how an amount will be accounted for, such as how the expense, tax, or charges will be accounted for on a vendor invoice. Every amount that must be accounted for when the vendor invoice is journalized will have one or more accounting distributions.

Lessons

  • Introduction
  • Settle transaction and undo settlements
  • Distribute funds
  • Configure invoice validation policies
  • Practice labs
  • Module summary

In this module, you learned how to:

  • Settle transactions and undo settlements.
  • Distribute funds by using accounting distributions.
  • Configure invoice validation policies.

Module 4: Configure Accounts Receivable

You need to configure the Accounts receivable module to be able to create customer invoices, posting packing slips and use free text invoices that are not related to sales orders and finally receive payments by using several different payment types such as cash, checks, credit cards, and electronic payments from your customers. This module provides information about the configuration of essential components of the Accounts receivable module and the customer setup for efficient management of customers and customer transactions in Finance and Operations.

Lessons

  • Configure accounts receivable
  • Create and maintain customers
  • Setup customer posting profiles
  • Configure accounts receivable charges
  • Practice Lab
  • Module summary

In this module you learned how to:

  • Configure Accounts receivable components
  • Create and maintain a customer
  • Configure customer payments.
  • Set up customer posting profiles
  • Configure accounts receivable charges

Module 5: Perform Accounts Receivable Daily Procedures

Learn how to create free text invoices, and receive payments from customers and deposit to the bank. You also learn how to refund a customer for the over payment amount or any other reasons like customer returns scenario which you need to refund the customer not only the payment but also the tax that has been collected, using reversals and use transaction reversals in Accounts receivable. You also learn how to distribute funds by using Accounting distributions in a free text invoice.

Lessons

  • Create free text invoices and record customer payments
  • Settle transactions and undo settlement
  • Practice Lab
  • Module summary

In this module you learned:

  • Distribute funds by using Accounting distributions
  • Create free text invoices, and record customer payments
  • Configure Recurring invoices
  • Use reversals in Accounts receivable
  • Process orders, record invoices, and process payments

Module 6: Configure Credit and Collections

Although most customers pay their invoices on time, you need to be able to process invoices that are not paid by their due date. This topic explains how to manage delinquent customers by configuring the Credit and collections module in Dynamics 365 for Finance and Operations. To use the Credit and collections module, you should already have completed the configuration of accounts receivable.

Lessons

  • Introduction
  • Configure credit and collections components
  • Setup and manage interest
  • Waive, reinstate or reverse
  • Setup and manage collection letters
  • Practice Lab
  • Module Summary

In this module, you learned how to:

  • Configure credit and collections components.
  • Configure aging reports, customer pools, collection agents, and aging period definitions.
  • Set up and manage interests.
  • Set up and manage collection letters.

Module 7: Process Credit and Collections

Although most customers pay their invoices on time, you must be able to process invoices that are not paid by their due date. This topic explains how to process Credit and collections.

Lessons

  • Introduction
  • Understand how to process collections
  • Manage customer credit and collections
  • Practice Labs
  • Module Summary

In this module you learned about:

  • Customer Statements
  • How to process collection

Module 8: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

Lessons

  • Final assessment
  • Course summary
  • Post-course survey

You will have completed the course.

___________________________________________________________________________________________________________

MB-310T03 Configure and use budgeting, fixed assets, and additional functionality in Finance and Operations

This is 1-day course for Organizations use Dynamics 365 for Finance and Operations to elevate their financial performance by increasing profitability, optimizing workforce productivity, reducing operational expenses, adapting quickly to requirement changes, and streamlining asset management.

This course discusses how to configure and use budgeting, fixed assets, and additional functionality in Dynamics 365 for Finance and Operations.

Audience profile

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Prerequisites

Basic understanding of ERP, CRM concepts.

Course Outline

Module 1: Configure Post-Dated Checks

Postdated checks are checks that are issued to make and receive payments on a future date. Therefore, the check can't be cashed until the specified date. Microsoft Dynamics 365 for Finance and Operations supports the full management cycle for post-dated checks in both Accounts receivable and Accounts payable. This topic explains how to set up and process post-dated checks.

Lessons

  • Introduction
  • Manage post dated checks
  • Practice Labs
  • Module Summary

In this module you learned how to:

  • Process post-dated checks
  • Set up postdated checks
  • Register and post a postdated check for a customer
  • Settle a postdated check from a customer
  • Register and post a postdated check for a vendor
  • Settle a postdated check for a vendor

Module 2: Configure and Use Basic Budgeting and Budget Control Processes

Every organization, whether it is private or public, sets financial and operational goals by creating budgets. When the budget is established, management monitors the activities within the budget framework. This module provides information about the how to configure and use basic budgeting and budget control.

Lessons

  • Introduction
  • Configure basic budgeting components
  • Configure budget control components
  • Create and test budget registry entries
  • Use inquiries and reports
  • Practice Labs
  • Module summary

In this module you learned how to:

  • Configure basic budgeting components
  • Configure budget control components
  • Use inquires and reports
  • Create and use budget registry entries

Module 3: Configure and Use Budget Planning Processes

With budget planning functionality you can consolidate multiple budget plans from a lower level into a single parent budget plan at a higher level in the organization. This is called bottom up approach budget planning which allows a budget planner to aggregate other plans into a high level or corporate plan for budgeting. You can also take the top down approach which requires developing a single budget plan at a higher level of the organization and allocate the budget to lower levels of the organization. Use this method when you rely on historical financial transactions of your company and create a centralized plan which can be allocated throughout different operating units defined by an organization hierarchy with Budget planning purpose. The budget planner as a final step of the budget planning, generates the budget register entry based on budget plan. An organization can configure budget planning, and then set up budget planning collaborative processes to meet its policies, procedures, and requirements for budget preparation. This topic explains how to configure and test Budget planning processes.

Lessons

  • Introduction
  • Configure budget planning components
  • Practice Lab
  • Module summary

In this module you learned how to:

  • Configure Budget planning components
  • Create a budget plan template
  • Configure budgeting processes
  • Create a budget plan by using the budget plan wizard

Module 4: Configure Fixed Assets Management

This module starts with explaining fixed assets concepts and then shows you how to configure and use the Fixed assets module in Dynamics 365 for Finance and Operations.

Lessons

  • Introduction
  • Configure fixed asset components
  • Enable fixed asset integration
  • Create fixed assets
  • Practice labs
  • Module summary

In this module you learned how to:

  • Configure fixed assets components
  • Configure fixed asset parameters
  • Enable fixed asset integration with purchasing
  • Create fixed assets

Module 5: Manage Fixed Assets

To record fixed asset transactions using journals, you must create at least one journal name using the journal type Post fixed assets in the setup of the General ledger module. If budgets for fixed assets are required, you must also create a journal name that uses the journal type Fixed asset budget. This module explains how to process and manage fixed assets.

Lessons

  • Introduction
  • Perform fixed assets tasks
  • Practice labs
  • Module summary

In this module you learned how to:

  • Perform fixed asset acquisition
  • Perform fixed asset depreciation
  • Perform fixed asset disposal

Module 6: Configure and Use Cost Accounting

Cost accounting lets you collect data from various sources, such as the general ledger, sub-ledgers, budgets, and statistical information. You can then analyze, summarize, and evaluate cost data, so that management can make the best possible decisions for price updates, budgets, cost control, and so on. The source data that is used for cost analysis is treated independently in Cost accounting. Therefore, updates in Cost accounting don’t affect the source data.

Lessons

  • Introduction
  • Cost control workspace
  • Practice lab
  • Module summary

In this module you learned about:

  • Cost control workspace
  • How to create a cost accounting report by using the Cost accounting Get started wizard

Module 7: Configure and Use Periodic Processes

In General ledger, you can complete closing procedures for a period or a year. Closing processes prepare the system for a new period. There are many tasks such as preparing filings, inventory closing, consolidation and many more needs to be completed first. To prepare the system for a new year, you must run the year end close process. Each organization has different processes and steps that it performs for the end of a period.

Lessons

  • Introduction
  • Bank reconciliations
  • Configure financial period close
  • Prepare periodic filings
  • Run foreign currency revaluation processes
  • Perform financial consolidations
  • Process end of year close
  • Practice Labs
  • Module summary

In this module you learned how to:

  • Configure financial period close
  • Reconcile banks
  • Perform periodic closing, and year closing processes
  • Prepare periodic filings
  • Configure and test Vendor 1099s process
  • Run foreign currency revaluation processes
  • Perform financial consolidation and elimination processes
  • Use Financial reports to create financial statements
  • Process end of year tax reporting

Module 8: Configure the Electronic Reporting Framework

Generic Electronic Reporting (GER) or simply Electronic Reporting (ER) is a configurable tool for regulatory reporting, payments and electronic invoicing. The ER engine is targeted at business users instead of developers. Because you configure formats instead of code, the processes for creating and adjusting formats for electronic documents are faster and easier. ER currently supports the TEXT, XML, PDF, Microsoft Word document, and OPENXML worksheet formats. However, an extension interface provides support for additional formats.

Lessons

  • Introduction
  • Configure electronic reporting
  • Formula designer in electronic reporting
  • Practice Lab
  • Module summary

In this module you learned how to:

  • Configure Electronic Reporting (ER)
  • Create Electronic reporting (ER) configurations
  • Perform periodic closing, and year closing processes
  • Formula designer in Electronic reporting (ER)

Module 9: Configure Localized Features

Dynamics 365 for Finance and Operations includes functionality for the countries and regions documented in the Product localization and translation availability guide. This module explains how to configure some examples of regional features in Finance and Operations. Please read the information on the Localization and regulatory features page to stay updated with the regional functionality of Finance and Operations for all countries/regions.

Lessons

  • Introduction
  • Localization and regulatory features
  • Classification of Mexican localization features
  • Understand the global tax engine
  • Understand the features of fiscal establishments and documents for Brazilian localization
  • Bill of Exchange
  • Electronic Invoices
  • Practice Labs
  • Module summary

In this module you learned about:

  • Localization and regulatory features
  • Classification of localization features
  • How to apply country and region context
  • How to configure and demonstrate the features of Fiscal Establishments, and Fiscal Documents for a Brazilian localization
  • Test Bill of Exchange process
  • Configure and use Promissory notes
  • Configure and test Electronic invoices (CFDI) for a Mexican localization

Module 10: Configure Financial Management for Public Sector

The Public Sector, also referred to as the state and local sector, is predominantly a services industry managing the welfare of its citizens. The public sector industry includes organizations in the fields of municipalities, education, healthcare, public safety, public works and infrastructure, national defense, taxation, and various social programs.

Lessons

  • Introduction
  • Setup funds for the public sector
  • Setup derived financial hierarchies
  • Configure billing codes for free text invoices
  • Practice Labs
  • Module summary

In this module you learned:

  • Set up funds for the public sector
  • Understand bank reconciliation methods
  • Set up derived dimensions
  • Set up derived financial hierarchies for the public sector
  • Advanced ledger entries functionality for Public sector
  • Configure billing codes for free text invoices

Module 11: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

Lessons

  • Final assessment
  • Course summary
  • Post-course survey

30090 Live

Combo Class MB-300 + MB-500 + Dynamics 365 Finance and Operations Developer
(Includes Power Apps and Power Automate for Integrations + Custom Material)

MB-300 + D365 Developer + MB-500 + Power Apps Integration Workshop

13 Days of Course materials in a 5-day workshop includes:

  • MB-300 Microsoft Dynamics 365: Core Finance and Operations
  • MB-500 Microsoft Dynamics 365: Finance and Operations Apps Developer
  • Dynamics 365 Finance and Operations Developer + (optional) D365 FO Reporting Services Labs

Workshop Outline:

MB-300 and Lifecycle Services Topics

Module 1: Get Started with Lifecycle Services

  • Understand the functionality and tools of Lifecycle Services
  • Reuse existing assets, copy and share data
  • Understand Task recorder functionality
  • Create a business process model
  • Run the LCS Issue Search tool and analyze results
  • Learn how to use Regression Suite Automation Tool
  • Module Summary

Module 2: Using Lifecycle Services (LCS) to design and plan your Deployment

  • Introduction
  • Phases of a cloud implementation
  • Phases of an on-premises implementation
  • Create Functional Design Documents (FDD)
  • Module summary

Module 3: Overview of Reporting and Analytics

  • Understand reports and inquiries
  • Learn about Financial reporting
  • Configure Power BI to your instance
  • Module summary

Module 4: Create, Maintain and Use Workflows

  • Workflows for business processes
  • Create and setup workflows
  • Assign users to workflow touchpoints
  • Use Work items
  • Module summary

Module 5: Implement Common Integration Features

  • Microsoft Office integration
  • Configure email
  • Create and maintain email templates
  • Use Power BI
  • Setup network printing
  • Integrate data into Common Data Services for Apps
  • Module summary

Module 6: Prepare Data for Migration and Migrate Data

  • Introduction
  • Understand BYOD feature
  • Perform a test migration and validate output
  • Module summary

Module 7 Use Data Management

  • Introduction
  • Understand data management and integration
  • Data management workspace
  • Templates in data management
  • Import, export and copy data into a legal entity
  • Module summary

Module 8: Get Started with Dynamics 365 for Finance and Operations

  • Overview of Finance and Operations functionality
  • Understand and use global address book
  • Navigation and workspaces
  • Get help with Finance and Operations
  • Module summary

Module 9: Set Up and Configure Legal Entities

  • Create a legal entity and generate number sequences
  • Create a number sequence
  • Create organization hierarchies
  • Apply purposes and policies
  • Configure calendars and date intervals
  • Module summary

Module 10: Using Dynamics 365 for Finance

  • Examples of Business Use for Finance and Supply Chain
  • The Modules
  • The Workspaces
  • Finance Modules and Setup of a Company

Module 11: Perform Personalization

  • Describe and apply user options
  • Create, export and import personalization’s
  • Create and maintain record templates
  • Module summary

Module 12: Manage Users and Security

  • Understand the security architecture
  • Manage users and security
  • Setup and apply segregation of duties
  • Run security reports
  • Setup batch jobs and alerts
  • Module summary

Module 13: Introduction to Visual Studio

  • Fleet Management Scenario
  • Visual Studio terminology and concepts.
  • The Visual Studio development environment.
  • Projects, models, elements and packages.
  • Create and use elements.
  • Build elements.

Module 14: System Architecture

  • Describe the elements included in the application stack.
  • Review the server architecture.
  • Explain the cloud architecture used with Microsoft Dynamics 365 for Finance and Operations.
  • Discuss model architecture.
  • Explain the new role of layers in Microsoft Dynamics 365 for Finance and Operations.
  • Review packages and builds.

Module 15: Labels and Resources Development

  • Develop a high-level understanding of labels.
  • Review the purpose of labels for Fleet Management.
  • Create and use both label files and labels.
  • Explore the search capability of the label editor.
  • Review best practices for labels.
  • Learn about resources.
  • Create and use resources.

Module 16: Base Enumeration

  • Define a base enumeration.
  • List examples of base enumerations.
  • Create new base enumerations.
  • Review best practices for base enumerations.
  • Extend base enumerations.
  • Review the primitive data types in Microsoft Dynamics 365 for Finance and Operations.
  • Create new extended data types.
  • Describe best practices for data types in Microsoft Dynamics 365 for Finance and Operations.

Module 17: Extended Data Types

  • Working with Primitive Types
  • Extend extended data types
  • Working with Extended Data Types

Module 18: Tables

  • Create a table to store information.
  • Add fields to the table.
  • Extend a table using inheritance.
  • Set key properties for a table.
  • Create a temporary table.
  • Review best practices for tables

Module 19: Creating Forms

  • Form pattern examples.
  • Run the form patterns report
  • Apply patterns to forms.
  • Apply sub patterns to form controls.
  • Define important properties.
  • Create a form.
  • Add data sources to a form.
  • Define important form controls.
  • Add controls and data types to a form.
  • Apply patterns and sub-patterns to forms and controls

Module 20: Creating Menu Items and Menus

  • Top Level Forms
  • Link Menus
  • Menu Item Buttons

Module 21: Introduction to X++

  • Explore the code editor.
  • Review the controls of the compiler.
  • Create a runnable class.
  • Review IntelliSense feature for coding.
  • Introduce variable declaration.
  • Review basic syntax.
  • Identify key words and operators.

Module 22: Developing Classes

  • Review the structure of classes.
  • Demonstrate the use of methods.
  • Create a base class.
  • Review the concepts behind class inheritance.
  • Create an inherited class.
  • Review the best practices for classes.

Module 23: Using X++ for Database Manipulation

  • Review data retrieval process.
  • Demonstrate best practices when updating data.
  • Explain the transaction integrity checking system.
  • Review how to update and delete data.

Module 24: Using X++ for Exception Handling

  • Define the different exception types.
  • Discuss key commands.
  • Review code statements for exception handling.

Module 25: Introduction to Security Development

  • Review the security architecture.
  • Explain role-based security.
  • Describe security elements in the Application Explorer.
  • Modify and create security in the Application Explorer.
  • Describe the Extensible Data Security Framework and how to use XDS policies.

Module 26: Overview and Architecture of The App Ecosystem

  • Explore the ecosystem and main components
  • Explore the technical architecture
  • Explore design and deployment considerations

Module 27: Solution Design

  • Implement application lifecycle management
  • Frameworks
  • Introduction
  • Explore extensions and the extension framework
  • Extend elements
  • Summary

Module 28: Integration

  • Identify data integration patterns and scenarios
  • Implement data integration concepts and solutions
  • Implement the Data management package API
  • Data integrations
  • Integrate with Microsoft Azure

Module 29: Build and Test Mobile Apps

  • Overview of Unified Operations mobile app
  • Build and use mobile apps
  • Connecting to Power Platform services
  • Consume business events
  • Module summary

Module 30: Reporting

  • Explore the reporting tools
  • Build reports
  • Build workspaces
  • Manage data sources with external data stores
  • Operational Reporting (Optional)

Module 31: Security and Performance

  • Work with performance and monitoring tools
  • Implement role-based security
  • Apply basic performance optimization techniques

Course Review

24000 Live

24000 MB-240 Dynamics 365 for Field Service Training

Course Overview

Dynamics 365 Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects. This course helps students better understand the bigger picture and end goals focused around implementations that aid in designing more efficient solutions that align with customer and organizational goals.

Audience profile

This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.

Skills gained

  • Identify the key components involved in Field Service Implementations.
  • Define the products and services that will be delivered to customers.
  • Determine which pricing options to use in specific scenarios.
  • Determine which resources are required.

Course outline

Module 1: Configure Field Service

In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including products, services, and tax codes.

Lessons

  • Introduction to configuring Field Service
  • Defining products and services
  • Defining tax codes

you will be able to:

  • Create and manage products and services
  • Configure tax codes for your organization

Module 2: Resource Scheduling Configuration

In this module, we will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.

Lessons

  • Mapping and location information
  • Configuring resource components
  • Defining account preferences

you will be able to:

  • Configure resource scheduling for your organization
  • Define account preferences
  • Enable location mapping

Module 3: Defining and Configuring Bookable Resources

In this module, we will learn how to create and manage bookable resources, including resource pools and crews.

Lessons

  • Defining bookable resources
  • Resource pools, crews and facilities

you will be able to:

  • Define bookable resources
  • Create pools and crews
  • Manage facility records

Module 4: Configure Incidents

In this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization.

Lessons

  • Creating an incident
  • Using service tasks

you will be able to:

  • Create an incident for common service tasks
  • Schedule using incidents

Module 5: Inventory and Work Order Management

In this module, we will learn how to create and use work orders to schedule resources.

Lessons

  • Configure Field Service work orders
  • Creating work orders
  • Managing work orders

you will be able to:

  • Configure work orders
  • Schedule resources using work orders

Module 6: Field Service Agreements

In this module, we will introduce agreements, and learn how to configure them for your organization.

Lessons

  • Using Field Service agreements
  • Set up bookings
  • Set up invoices

you will be able to:

  • Use an agreement to schedule work orders
  • Generate invoices for customers

Module 7: Inventory and Purchasing

In this module, we will learn about management of customer assets.

Lessons

  • Manage customer assets
  • Manage inventory
  • Purchasing and returns

you will be able to:

  • Create customer asset records
  • Manage inventory, purchasing and returns

Module 8: Field Service Mobile

In this module, we will learn how to use and configure the Field Service Mobile application for a mobile workforce.

Lessons

  • Mobile client overview
  • Install and deploy Field Service mobile projects
  • Manage mobile projects
  • Deploy the mobile client

you will be able to:

  • Manage mobile projects
  • Install and deploy the mobile client
  • Describe the value of the mobile app for a mobile workforce

Module 9: Universal Resource Scheduling

In this module, we will introduce the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.

Lessons

  • URS overview and configuration
  • Enabling entities for URS
  • Customize entities for URS

you will be able to:

  • Describe Universal Resource Scheduling
  • Enable an entity for URS

Module 10: Managing Scheduling Options

In this module, we will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.

Lessons

  • Using the schedule board
  • Schedule items
  • Rescheduling and substituting resources
  • Crew and pool scheduling

you will be able to:

  • Configure and use the schedule board to schedule resources
  • Reschedule work orders
  • Substitute resources

Module 11: Customizing the Schedule Board

In this module, we will learn how to configure the schedule board to best meet the organization or scheduler’s needs.

Lessons

  • Configure the board
  • Create additional schedule boards
  • Use views to enhance the schedule board
  • Configuring schedule board queries and filters
  • Working with requirement groups

you will be able to:

  • Customize the schedule board
  • Create additional boards
  • Add views to a schedule board

Module 12: Advanced Scheduling Options

In this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.

Lessons

  • Working with resource scheduling optimization
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles
  • Single resource scheduling

you will be able to:

  • Define optimization for an organization
  • Schedule single resources

23000 Live

Business Applications Microsoft Certified Dynamics 365 Customer Service Functional Consultant Associate Exam MB-230 Microsoft Dynamics 365 for Customer Service

Course Overview

Microsoft Dynamics 365 for Sales is an end-to-end application to manage the handling of customers and potential customers; it assists with tracking data against sales goals, automating best practices, learning from data, and more.

Our team of globally recognized experts take students step by step, from lead, to opportunity, to closed deal. Using the application’s available automation and customization options, students will learn how to enable sales staff to be their most productive selves.

Audience profile

A Dynamics 365 Customer Engagement Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, application, and service integrations.

Skills gained

  • Install and configure the customer service app
  • Identify common customer service scenarios
  • Complete a case resolution process
  • Analyze customer service data
  • Automate case management record processing
  • Create and use knowledge articles
  • Create and use entitlements and service level agreements

Prerequisites

Familiarity of business applications and the desire to customize and implement them for business.

Course outline

Module 1: Sales Overview

In this module students will learn the basics of sales in Dynamics 365. They will install and configure the application, as well as learn about security roles, key terms, and the data model.

Lessons

  • Sales overview
  • Configuring Sales
  • Module summary

After completing this module, students will be able to:

  • Install and configure the sales application
  • Identify common sales scenarios

Module 2: Working with Opportunities

In this module students will learn how to manage customer data records, use built-in sales tools, and take a lead to an opportunity.

Lessons

  • Manage customers
  • Working with opportunities
  • Embedded intelligence
  • Playbooks
  • Integrated sales tools
  • Module summary

After completing this module, students will be able to:

  • Create customer records
  • Use sales tooling

Module 3: Quotes to Orders

In this module students will learn how to use quotes and orders to further use Dynamics 365 for Sales to manage sales opportunities to closed deals.

Lessons

  • Order processing overview
  • Manage product catalog
  • Create and manage quotes
  • Create and manage orders and invoices
  • Module summary

After completing this module, students will be able to:

  • Create and use the product catalog
  • Add quotes to opportunities
  • Complete a sale with an order

Module 4: Sales Analytics and Insights

In this module students will learn how to create and use goals, integrate with PowerBI, and enable Sales AI.

Lessons

  • Overview
  • Power BI
  • AI for Sales
  • Modules summary

After completing this module, students will be able to:

  • Create and use goals
  • Integrate with PowerBI
  • Enable Sales AI functionality

22000 Live

22000 MB-220 Dynamics 365 for Marketing Training

Transform your marketing effectiveness with this skill-building Dynamics 365 for Marketing (CRM) training package. Increase the clout of your organization as you learn to leverage social posts and social media marketing using Dynamics 365 for Marketing. Grow your organization’s social presence and improve the reputation and social awareness of your brand with the knowledge you will gain from our Dynamics 365 for Marketing training package MB-220.

This 4-day Microsoft Dynamics 365 for Marketing (CRM) training package contains the following 2 courses. This training is also designed to help you prepare for Exam MB-220.

Course Outline

Course MB-220T01 : Configure settings and core functionality in Dynamics 365 for Marketing

Module 1: Marketing Application Configuration
Lessons

  • Configure advanced settings
  • Manage marketing content and templates
  • Manage LinkedIn and Power BI integrations

Module 2: Leads
Lessons

  • Create and manage leads
  • Assess Sales Readiness

Module 3: Marketing Forms and Pages
Lessons

  • Create marketing forms
  • Create marketing pages
  • Manage internet marketing

Module 4: Segments and Lists
Lessons

  • Configure static and dynamic segments
  • Create a subscription list
  • Set up a subscription center page
  • Set up and enable a double opt-in process

Module 5: Marketing Emails
Lesson

  • Create Email Message

Module 6: Customer Journeys
Lesson

  • Create customer journeys

Module 7: Insights
Lessons

  • Marketing insights
  • Customer insights
  • Marketing execution insights
  • Lead management insights
  • Internet marketing insights

Course MB-220T02 : Set Up events and surveys in Dynamics 365 for Marketing

Module 1: Events
Lessons

  • Manage event planning
  • Manage event execution

Module 2: Voice of the Customer
Lessons

  • Create surveys

Module 3: Results
Lessons

  • Review event and survey results