Dynamics 365 Finance&Operations: Financials Part3/3 MB-310

What you'll learn
Creation of Bank Accounts
Setting up the check Layout and generating checks
Methods of Payments configuration and sending Electronic payments from D365 F&O
Manual and Advanced Bank reconciliation
Tax elements and Tax configuration
Creation and posting of Expense reports

Requirements
You must have completed the Part1 and Part2 of this series
If not the above, you are required to have good understanding on the basics of D365 F&O Finance functionalities

Description
Important

This is an advanced course on D365 Finance and Operations with a focus on training the professionals to become expert consultants in Financials areas. This is Part 3 of the 3 parts series.

It is required that the students must have completed Part1 and part2 before enrolling in this Part3. If you are comfortable with the basic Finance functionalities in D365 F&O and looking for only advanced content, you can enroll in this course directly.

Topics covered in Dynamics 365 FInance and Operations

Cash and Bank management

Create new Bank accounts and add the required information

Setup check Layout and generate checks

Understand Methods of payment

Send electronic payment files to Bank

Introduce Bank reconciliation

Manual Bank reconciliation and Advanced Bank reconciliation

Tax configuration

Understand Tax components

Tax calculation

Configure Tax authorities, Tax settlement periods

Configure Tax codes, sales Tax groups and Item tax groups

Setting up VAT

General Ledger Advanced topics

Allocation terms

Foreign currency revaluation from Accounts payable and Accounts receivable

Foreign currency revaluation from General Ledger

Intercompany Accounting

Ledger allocation rules

Expense management

Create expense reports

Understand Travel requisitions and Cash advances

Setup policies in Expense management

Expense management Advanced setup

Expense management workflows

Fixed Asset management

Budget configuration

It is required that the students must have completed Part1 and part2 before enrolling in this Part3. If you are comfortable with the basic Finance functionalities in D365 F&O and looking for only advanced content, you can enroll in this course directly.

Who this course is for
ERP consultants and Business users who want to become experts in D365 F&O Finance consulting
Those want to choose D365 Finance F&O consulting as their career path
Professionals working in Accounting domains and want to switch their career to D365 F&O consulting

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