MB-310T00: Microsoft Dynamics 365 Finance

Dieses Training behandelt die finanziellen Aspekte von Dynamics 365: Konfigurieren und Verwenden wesentlicher Finanzkomponenten, Kreditorenbuchhaltung, Debitorenbuchhaltung, Inkasso, Budgetierung, Anlagevermögen und zusätzliche Funktionen
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Nehmen Sie an einem unserer Standorte Frankfurt, München und Wien oder virtuell an unseren Klassenraumtrainings teil. Unter “Termin buchen” werden Ihnen alle Optionen angezeigt, zuerst sortiert nach Standort, dann nach Datum.

Zu den Aufgaben des Dynamics 365-Modulbetreuers für den Kundendialog gehören Netzwerksuche, Erfassen von Bedürfnissen, die Einbeziehung von Fachexperten und Stakeholdern, das Übersetzen von Bedürfnissen, sowie Lösungen und Anwendungen zu konfigurieren. Der Functional Consultant implementiert eine Lösung unter Verwendung von standardisierten Funktionen, codeloser Erweiterbarkeit, Anwendungs- und Service-Integrationen.
Grundkenntnisse in der Buchhaltung Kernkompetenzen in Dynamics 365 Core

Wichtige Information

Dieses Training behandelt prüfungsrelevante Themen zum Examen: Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate

Was werden Sie in diesem Training erlernen?

Agenda

Get started with Dynamics 365 Finance
Electronic invoicing
Cost accounting
Fixed assets
Budgeting
Credit and collections
Accounts receivable
Accounts payable
Tax
Cash and bank management
General ledger
Overview
Benefits of Dynamics 365 Finance
Configure currencies in Dynamics 365 Finance
Configure and import currency exchange rates
Set up currencies and conversions
Create fiscal calendars, years, and periods in Dynamics 365 Finance
Create date intervals
Maintain periods for your organization
Define budget cycle time spans
Select a fiscal calendar
Create fiscal calendars, years and periods
Fiscal calendars, fiscal years, and periods
Configure chart of accounts in Dynamics 365 Finance
Ledger account aliases
Define and configure account structures and advanced rules
Configure financial dimension templates and sets
Derived dimensions
Default dimension values
Activate and delete financial dimensions
Create an entity-backed financial dimension
Create a custom financial dimension
Define and configure financial dimensions
Accounts for automatic transactions
Financial tags
Main account closing options
Main account validation options
Allocation terms
Main account information
Main account categories
Set up chart of accounts
Multiple chart of accounts
Plan your chart of accounts
Set up ledgers and journals in Dynamics 365 Finance
Set up batch transfer rules
Reverse journal posting
Configure and use journals
Set up journal approvals
Discover options for implementing voucher numbers in journals
Configure ledger and journal setup
Describe use cases for periodic journals
Understand the different types of journals and their setup
Perform general ledger daily procedures in Dynamics 365 Finance
Set up journal controls
Create voucher templates
Create templates to edit journals in Microsoft Excel
Ledger settlements
Work with general ledger processes
Process a journal entry
Using balance control accounts
Perform general ledger daily procedures in Dynamics 365 Finance
Set up journal controls
Create voucher templates
Create templates to edit journals in Microsoft Excel
Ledger settlements
Work with general ledger processes
Process a journal entry
Using balance control accounts
Intercompany accounting in Dynamics 365 Finance
Trace an intercompany entry
Post intercompany journals
Set up intercompany accounting
Configure ledger allocations and accruals in Dynamics 365 Finance
Configure ledger allocation rules
Configure and apply accrual schemes
Configure and perform periodic processes in Dynamics 365 Finance
Perform financial consolidations
Process end of year close
Run foreign currency revaluation processes
Year-end 1099 reporting
Bank reconciliations
Set up the Financial period workspace and closing schedule
Work with analytics and reporting in finance and operations apps
Configure finance and operations apps for Microsoft Power Platform
Generate and consume inquiries and reports
Find inquiries and reports
Financial reporting
Understand different types of reports and inquiries
Configure cash and bank management in Dynamics 365 Finance
Configure cash flow forecasting
Understand cash flow forecast and reports
Deposit and refund checks
Set up bank accounts for vendors
Set up bank accounts for customers
Configure banks and bank check layout
Set up International Bank Account Number (IBAN) structures
Set up the Single Euro Payments Area (SEPA) direct debit mandate
Set up cash and bank management parameters
Understand bank transaction types and groups
Configure taxes in Dynamics 365 Finance
Check your knowledge
Prepare periodic filings
Set up sales tax reporting codes
Sales tax on transactions
Conditional sales tax
Sales tax exemption
Withholding tax
Configure sales tax groups and item sales tax groups
Create sales tax codes
Configure sales tax settlement periods
Configure sales tax authorities
Configure ledger posting groups
Perform accounts receivable daily procedures in Dynamics 365 Finance
Set up bundle items
Define revenue prices
Define revenue schedules
Revenue recognition overview
Settle transactions and undo settlements
Create and handle payments of customer invoices for sales orders
Recurring free text invoices
Create free text invoices
Set up credit and collections in Dynamics 365 Finance
Set up and manage collection letters
Waive, reinstate, or reverse interest fees
Set up interest rates for an interest code
Set up credit and collections components
Set up accounts receivables for credit and collections
Process credit and collections in Dynamics 365 Finance
Credit management
Manage customer credit and collections
Working with collections
Customer account statement
Configure Accounts payable in Dynamics 365 Finance
Configure and use positive pay
Configure accounts payable charges
Set up electronic payment formats
Set up methods of payment for vendors
Create vendors
Set up accounts payable posting profiles
Create vendor groups
Set up payment fees
Configure cash discounts
Configure terms of payment and payment days
Configure the payment schedule
Perform Accounts payable daily procedures in Dynamics 365 Finance
Manage prepayments and prepayment invoices
Reverse a vendor payment
Create vendor payments
Work with cash discounts from vendors
Modify due dates and discount dates
Record vendor invoices
Incoming invoice payments
Understand invoice types in Accounts payable
Work with accounting distributions, invoice validations and settlements in Dynamics 365 Finance
Charges matching
Vendor invoice workflow
Three-way matching
Two-way, net unit price matching
Two-way, price totals matching
Invoice totals matching
Accounts payable invoice matching
Three-way matching policies
Configure invoice validation policies
Distribute funds by using accounting distributions
Settle transactions and undo settlements
Get started with Expense management in Dynamics 365 Project Operations
Map expense categories to a main account
Expense categories and shared categories
Policies
Taxes
Payment methods
Journals and accounts
Per diems
Financial management
Intercompany expenses
Plan expense management
Set up and configure Expense management in Dynamics 365 Project Operations
VAT recovery
Expense receipt processing
Set up credit card transaction processing and import credit transactions
Personal expenses on an expense report
Intercompany expenses
Set up mileage expense options
Evaluate policies by using Audit workbench cases
Expense report policies and per diem rules
Expense management workflows
Expense management parameters
Expense management workspace
Create and process expense reports in Dynamics 365 Project Operations
Add guests
Distribute an expense
Itemize expenses by line
Intercompany expenses
Create an expense report
Work with travel requisitions in Dynamics 365 Project Operations
Update a cash advance
Create a cash advance
Approve a travel requisition
Exercise - Create a travel requisition
Create a travel requisition
Configure and use basic budgeting and budget control in Dynamics 365 Finance
Implement a budget register workflow
Use inquires and reports for budget analysis
Create and manage budget register entries
Configure budget control (cont.)
Configure budget control
Budget control overview
Use workspaces and inquiry pages to track budget vs. actuals
Configure basic budgeting
Basic budgeting overview
Budgeting methodologies
Planning for basic budgeting and budget control
Configure fixed assets management in Dynamics 365 Finance
Demonstration - Create a fixed asset
Fixed asset transaction options
Enable fixed asset integration
Derived books
Configure fixed assets components
Relationships between fixed assets components
Accounting for fixed assets
Fixed assets and current assets
Manage fixed assets in Dynamics 365 Finance
Asset budgeting
Estimate and eliminate a project to a fixed asset
Dispose of fixed assets as scrap
Sell a fixed asset by using a free text invoice
Dispose and lend fixed assets
Depreciation
Fixed assets roll forward report
Update fixed asset information
Split a fixed asset
Set up fixed asset groups
Transfer a fixed asset
Manual and automatic methods to create fixed assets
Acquire assets through procurement
Set up acquisitions
Set up and create fixed assets
Scenario - customer requirements for fixed assets
  • Group Exercise: Review Architecting on AWS core best practices
  • Lab 1: Securing Amazon S3 VPC Endpoint Communications
  • Group Exercise: Review Architecting on AWS core best practices
  • AWS Organizations for multi-account access and permissions
  • AWS SSO to simplify access and authentication across AWS accounts and third-party services
  • AWS Control Tower
  • Permissions, access, and authentication
  • Group Exercise: Review Architecting on AWS core best practices
  • Lab 1: Securing Amazon S3 VPC Endpoint Communications
  • Group Exercise: Review Architecting on AWS core best practices
  • Lab 1: Securing Amazon S3 VPC Endpoint Communications

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Dauer 4
Trainingssprache Deutsch
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