Dynamics 365 Finance Training (MB-310)
0% Completed
M1 — Chart of Accounts and Financial Dimensions
Design the chart of accounts, main accounts, categories and ledger aliases
Reading
Configure accounting dimensions, dimension sets and derived dimension templates
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Apply legal entity overrides for main accounts and financial dimensions
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Build account structures, advanced rules and financial tags for reporting
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Set up customer and vendor groups, posting profiles and shared accounts
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Configure payment terms, payment methods and currency exchange types
Reading
M2 — Ledgers, Journals and Cash Management
Configure accounting and reporting currencies and the exchange rate table
Reading
Run a currency revaluation posting profile and review the revaluation report
Reading
Create journal names, vouchers, batch processing and posting restriction rules
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Post journal entries by hand and through Excel templates, then reverse them
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Set up bank groups, bank accounts, payment formats and bank reconciliations
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Configure intercompany accounting, shared payments and customer and vendor netting
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M3 — Accounts Payable and Expense Management
Configure invoice validation policies and matching with tolerances
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Process vendor invoices, credit memos, prepayments and recurring invoices
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Set up vendor payment methods, centralised payments and vendor ledger accounts
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Apply accounts payable charges, foreign currency revaluation and payment holds
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Configure expense categories, per diem and mileage rules and report policies
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Build the vendor invoice journal and match it back to the purchase order
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M4 — Accounts Receivable, Credit and Collections
Process free text invoices, sales order invoices, credit memos and prepayments
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Configure customer posting profiles, payment methods and recurring invoices
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Set up credit management, credit limits and the credit hold that stops an order
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Run the collections cycle with collection activities, letters and aged balances
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Process customer write-offs, interest notes and accounts receivable charges
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Configure billing schedules, contract billing and revenue deferral rules
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M5 — Tax, Cost Accounting and Fixed Assets
Set up sales tax groups, item sales tax groups, tax codes and settlement periods
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Configure tax authorities, tax exemptions and withholding tax groups
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Settle and post sales tax, then reconcile the tax ledger to the return
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Configure costing versions, costing sheets, cost groups and item cost prices
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Set up fixed asset groups, books, depreciation profiles and posting profiles
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Post fixed asset acquisition, depreciation, transfer and disposal transactions
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M6 — Budgeting, Forecasting, Reporting and Copilot in Finance
Build budget models, budget codes, allocation terms and budget register entries
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Configure budget control rules, budget groups and over budget permissions
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Set up budget plans, scenarios, allocations and the organisation hierarchy
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Compare budgeted values with actuals and run the budget variance report
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Model finance data for Power BI with entity views, aggregates and OData feeds
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Use Copilot in Dynamics 365 Finance for variance analysis and reconciliation questions
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M7 — Period Close, Consolidation and Audit Trail
Design the period close calendar, closing workspace and end of year process
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Run a legal entity consolidation and elimination through Consolidation online
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Configure ledger settlement for shared accounts and intercompany balances
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Reconcile bank, subledger and general ledger balances until suspense is empty
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Preserve the audit trail with document handling, versioning and posting history
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Control access with segregation of duties and a review of the change history
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M8 — Capstone: Run a Month End Close on a Finance Implementation
Build the chart of accounts, dimensions and posting profiles for the client
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Post the first month of sales, purchase, inventory and intercompany transactions
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Run currency revaluation, tax settlement and bank reconciliation with evidence
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Close the period, consolidate two legal entities and clear the suspense account
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Produce the budget versus actual report and the management review pack
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Sit a timed MB-310 practice paper and score it by the five published domains
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