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MB-310: Microsoft Dynamics 365 Finance

Duración: 20 horas

Microsoft Dynamics 365 Finance

Un consultor funcional de Dynamics 365 for Finance and Operations es responsable de realizar el descubrimiento, capturar requisitos, involucrar a expertos en la materia y partes interesadas, traducir requisitos y configurar la solución y las aplicaciones. El Consultor Funcional implementa una solución utilizando capacidades listas para usar, extensibilidad sin código, integraciones de aplicaciones y servicios.


Inicio / Cursos / Formación Oficial de Microsoft / Dynamics 365 / MB-310: Microsoft Dynamics 365 Finance

Requisitos Previos

  • Habilidades básicas de contabilidad.
  • Competencias básicas en Dynamics 365 Core.

Modalidad formativa

  • Presencial en Gadesoft: Madrid o Barcelona.
  • Presencial en cliente: En sus instalaciones. Toda la península.
  • Online Direct: Mediante herramientas de videoconferencia (Microsoft Teams), en directo con el instructor. Pantalla compartida, interacción, seguimiento total.

Objetivos

Este curso cubre los aspectos financieros de Dynamics 365: configurar y usar componentes financieros esenciales, cuentas por pagar, cuentas por cobrar, cobros, presupuestos, activos fijos y funcionalidad adicional.

Contenidos

  • Manual oficial de Microsoft.
  • Laboratorios de prácticas.

Fechas

Próximas fechas de convocatoria para el curso:

Certificación

Esta formacion, junto con la formacion MB-300: Microsoft Dynamics 365: Core Finance and Operations en conjunto, habilitan a certificarse en Dynamics 365 Finance Functional Consultant Associate.

TEMARIO

Module 1: Overview of Dynamics 365 Finance

Module 2: Set up and configure financial management

Lab: Exercise 2: Create a chart of accounts and main accounts.

Lab: Exercise 3: Create Advanced Rule Structures.

Lab: Exercise 4: Create a fiscal calendar, years and periods.

Lab: Exercise 5: Import exchange rates by using a provider.

Lab: Exercise 6: Create and use Voucher templates.

Lab: Exercise 7: Configure and test Accrual schemes.

Lab: Exercise 8: Configure and test ledger allocation rules.

Lab: Exercise 9: Set up and use Intercompany accounting.

Lab: Exercise 10: Create bank transaction types and bank transaction groups.

Lab: Exercise 11: Create a bank group and bank account.

Lab: Exercise 12: Make deposits and perform payment reversals.

Lab: Exercise 13: Use Bank management workspaces.

Lab: Exercise 14: Create Cost accounting by using a wizard

Lab: Exercise 15: Perform year end close.

Lab: Exercise 16: Configure Indirect sales tax.

Module 3: Implement and manage shared configuration for A/P and A/R

Lab: Exercise 1: Configure Terms of payment.

Lab: Exercise 2: Configure Payment Schedule.

Lab: Exercise 3: Configure cash discounts.

Lab: Exercise 4: Create a payment calendar.

Lab: Exercise 5: Configure Payment fees.

Module 4: Implement and manage accounts payable

Lab: Exercise 1: Configure Method of Payment.

Lab: Exercise 2: Create Vendor group and vendor.

Lab: Exercise 3: Create and configure vendor posting profile.

Lab: Exercise 4: Record vendor invoice and match against received quantity.

Lab: Exercise 5: Use the vendor invoice matching policy.

Lab: Exercise 6: Record invoice by using Invoice register, approval and Invoice journals.

Lab: Exercise 7: Process Vendor payment by using a Payment journal.

Lab: Exercise 8: Configure vendor collaboration.

Lab: Exercise 9: Manage charges.

Module 5: Implement and manage expense management

Lab: Exercise 1: Create an Expense Category.

Lab: Exercise 2: Create an Expense Policy.

Lab: Exercise 3: Create an Audit Policy.

Lab: Exercise 4: Create and Submit an Expense Report.

Module 6: Implement and manage accounts receivable and credit and collections

Lab: Exercise 1: Configure Method of Payment

Lab: Exercise 2: Create a new customer group and customer.

Lab: Exercise 3: Configure and maintain customers.

Lab: Exercise 4: Create and configure customer posting profile.

Lab: Exercise 5: Create and process free text invoices.

Lab: Exercise 6: Process invoice and settle it against a payment.

Lab: Exercise 7: Set up charge codes for Accounts receivable.

Lab: Exercise 8: Configure Credit and collections.

Lab: Exercise 9: Perform Write-Offs.

Lab: Exercise 10: Process credit and collections.

 

Module 7: Configure and manage budgeting

Lab: Exercise 1: Configure Basic budgeting components.

Lab: Exercise 2: Configure Budget control components.

Lab: Exercise 3: Use Budget register entries.

Lab: Exercise 4: Configure Budget planning, create and use a planning process.

Module 8: Configure and manage fixed assets

Lab: Exercise 1: Configure fixed assets components.

Lab: Exercise 2: Set up and create depreciation profiles.

Lab: Exercise 3: Acquiring an Asset Using the Fixed Assets Journal.

Lab: Exercise 4: Depreciating and disposing an asset.

 

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