MB-310T01
Configure and use essential components of financial management in Dynamics 365 for Finance and Operations Training
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.
Course Details
Duration
2 days
Prerequisites
Basic understanding of ERP, CRM concepts
Course Outline
- Financial Management
- Benefits of financial management
- Financial management
- Configure Currencies
- Setup legal entity currencies and conversions
- Configure and import currency exchange rates
- Create fiscal calendars, years and periods
- Create fiscal calendars, years and periods
- Create date intervals
- Configure Chart of Accounts
- Define and configure the chart of accounts
- Define and configure the financial dimensions
- Define and configure account structures and rules
- Configure Ledger and Journals
- Journals and their setup
- Configure ledger and journal setup
- User journals
- Configure Cash and Bank Management
- Bank transaction types and groups
- Setup cash and bank management parameters
- Configure banks and bank checks
- Deposit and refund checks
- Cash flow
- Use Cash and Bank Management
- Make deposits and perform payment reversals
- Use cash and bank management workspaces
- Configure Letters of Credit and Guarantees
- Configure letters of credit
- Configure letters of guarantee
- Perform Daily Procedures
- Learn about general ledger processes
- Create voucher templates
- Setup journal controls
- Intercompany Accounting
- Setup and use intercompany accounting
- Configure Ledger Allocations and Accruals
- Configure and apply accrual schemes
- Configure ledger allocation rules
- Configure Sales Tax
- Understand tax engine components
