Microsoft Dynamics 365 Finance - Labs & Learn
(TDM-MB-310-LL)
Labs & Learn + Exam Voucher is a self-paced learning offering for experienced online learners that combines Microsoft Official Digital Courseware (eBook) and access to Microsoft authorized remote hands-on labs for a minimum of 180 days. This offering does not include video or instructor led sessions.
About This Course
This course discusses: - Core common features of Dynamics 365 for Finance and Operations - Core configuration in Dynamics 365 for Finance and Operations - Data migration and preparing for go-live with Dynamics 365 for Finance and Operations Organizations use Dynamics 365 for Finance and Operations to reduce operational costs and rapidly respond to changing business needs. This solution lets organizations achieve these goals. This course discusses core components and configuration of Microsoft Dynamics 365 for Finance and Operations, and data migration and preparing for go-live.
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. The Dynamics 365 for Finance and Operations (FO) developer is a key technical resource that implements and extends the application to meet the requirements of the business. The Dynamics 365 FO developer is accountable for the quality and successful translation of solution requirements into critical system functionality. The developer provides fully realized solutions by using standardized application coding patterns, extensible features, and external integrations. They have deep knowledge and experience using the underlying framework, data structures, and objects associated with the Dynamics 365 FO solution to deliver best in class functionality. The Dynamics 365 for Finance and Operations Solution Architect (DSA) is a trusted advisor who consults with organizations and implementation team members to refine business needs into a well-defined and cost-effective solution. The DSA is accountable for the integrity and successful delivery of the complete solution design. The Architect provides critical guidance and support from pre-sales through the remainder of the project lifecycle. They have great breadth of knowledge and experience spanning business needs and product capabilities. They have broad Dynamics 365 Financial and Operations functional and technical expertise as either a Consultant (MB-300) or Developer (MB-500). In addition, they have extensive domain knowledge in one or more customer verticals.
At Course Completion
After completing this course students will be able to:
- Get started with Lifecycle Services for Dynamics 365 for Finance and Operations
- Use Lifecycle Services to design and plan implementation for Dynamics 365 for Finance and Operations
- Have an overview of reporting and analytics in Dynamics 365 for Finance and Operations
- Build and test mobile apps for Dynamics 365 for Finance and Operations
- Create, maintain, and use workflows in Dynamics 365 for Finance and Operations
- Set up and configure legal entities in Dynamics 365 for Finance and Operations
- Manage users and security in Dynamics 365 for Finance and Operations
- Perform personalization in Dynamics 365 for Finance and Operations
- Implement common integration features in Dynamics 365 for Finance and Operations
- Prepare data for migration and migrate data to Dynamics 365 for Finance and Operations
- Use data management in Dynamics 365 for Finance and Operations
- Perform user acceptance testing for Dynamics 365 for Finance and Operations
- Prepare for go-live
Course Outline
Module 1: Financial Management
Module 2: Configure Currencies
Module 3: Create Fiscal Calendars, Years and Periods
Module 4: Configure Chart of Accounts
Module 5: Configure Ledger and Journals
Module 6: Configure Cash and Bank Management
Module 7: Use Cash and Bank Management
Module 8: Configure Letters of Credit and Guarantees
Module 9: Perform Daily Procedures
Module 10: Intercompany Accounting
Module 11: Configure Ledger Allocations and Accruals
Module 12: Configure Sales Tax
Module 13: Configure Accounts Payable
Module 14: Perform Accounts Payable Daily Procedures
Module 15: Use Accounting Distribution and Invoice Validations
Module 16: Configure Accounts Receivable
Module 17: Perform Accounts Receivable Daily Procedures
Module 18: Configure Credit and Collections
Module 19: Process Credit and Collections
Module 20: Configure Post
Module 21: Configure and Use Basic Budgeting and Budget Control Processes
Module 22: Configure and Use Budget Planning Processes
Module 23: Configure Fixed Assets Management
Module 24: Manage Fixed Assets
Module 25: Configure and Use Cost Accounting
Module 26: Configure and Use Periodic Processes
Module 27: Configure the Electronic Reporting Framework
Module 28: Configure Localized Features
Module 29: Configure Financial Management for Public Sector
Module 30: Course Conclusion
