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MB-310 Microsoft Certified Dynamics 365 Finance Functional Consultant Associate

The MB-310 Microsoft Certified Dynamics 365 Finance Functional Consultant Associate course equips learners with the knowledge and skills required to configure and manage financial processes in Dynamics 365 Finance. Participants will explore setting up general ledger configurations, configuring charts of accounts, managing intercompany accounting, and working with taxes, ledger allocations, and accruals.

Learners will gain expertise in managing budgeting processes, setting up budget control, and configuring budget planning. Additionally, the course covers configuring and managing fixed assets, including acquisition, and disposal. By completing this course, participants will be prepared to efficiently manage financial operations, and ensure compliance with financial regulations using Dynamics 365 Finance.

Certification

  • Certificate of Completion from Tertiary Infotech - Upon meeting at least 75% attendance and passing the assessment(s), participants will receive a Certificate of Completion from Tertiary Infotech.

  • External Certification - The participant will be able to attempt the Microsoft Certified Dynamics 365 Finance Functional Consultant Associate (MB-310) exam after attending this course. Upon passing the exam, you will receive the Microsoft Certified Dynamics 365 Finance Functional Consultant Associate (MB-310) accreditation.

Microsoft Learning Partner

We are Authorised Microsoft Learning Partner (Org ID:  5238476). To get the official Microsoft certification, please register your certification exam at Pearson Vue Test Center.

Certification Exam at Pearson Vue

We are Authorised Pearson Vue Testing Center. Once you have prepared for the exam, you can register for the certification here. The course fee does not include the certification exam fee.

Funding and Grant Applications

No funding is available for this course

Course Code: C1756

Fee

$1,500.00 (GST-exclusive)
$1,635.00 (GST-inclusive)

The course fee listed above is before subsidy/grant, if applicable. We will apply for the grant and send you the invoice with nett fee.

Course Date

Course Time

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Post-Course Support

  • We provide free consultation related to the subject matter after the course.
  • Please email your queries to enquiry@tertiaryinfotech.com and we will forward your queries to the subject matter experts.

Course Cancellation/Reschedule Policy

  • You can register your interest without upfront payment. There is no penalty for withdrawal of the course before the class commerce.
  • We reserve the right to cancel or re-schedule the course due to unforeseen circumstances. If the course is cancelled, we will refund 100% for any paid amount.
  • Note the venue of the training is subject to changes due to availability of the classroom

Course Details

Topic 1 Set up and configure financial management and work with General Ledger

  • Get started with Dynamics 365 Finance
  • Configure currencies in Dynamics 365 Finance
  • Create fiscal calendars, years, and periods in Dynamics 365 Finance
  • Get started with chart of accounts in Dynamics 365 Finance
  • Set up chart of accounts in Dynamics 365 Finance
  • Set up financial dimensions in Dynamics 365 Finance
  • Set up ledgers and journals in Dynamics 365 Finance
  • Perform general ledger daily procedures in Dynamics 365 Finance
  • Intercompany accounting in Dynamics 365 Finance
  • Configure ledger allocations and accruals in Dynamics 365 Finance
  • Configure and perform periodic processes in Dynamics 365 Finance
  • Work with analytics and reporting in finance and operations apps
  • Configure cash and bank management in Dynamics 365 Finance
  • Set up taxes in Dynamics 365 Finance
  • Work with taxes in Dynamics 365 Finance

Topic 2 Implement accounts receivable, credit, collections, and revenue recognition

  • Set up accounts receivable in Dynamics 365 Finance
  • Get started with accounts receivable daily procedures in Dynamics 365 Finance
  • Set up credit and collections in Dynamics 365 Finance
  • Process credit and collections in Dynamics 365 Finance

Topic 3 Implement and manage accounts payable and expenses

  • Configure Accounts payable in Dynamics 365 Finance
  • Work with accounts payable daily procedures in Dynamics 365 Finance
  • Work with accounting distributions, invoice validations, and settlements in Dynamics 365 Finance
  • Set up and use Intelligent OCR for vendor invoices in Dynamics 365 Finance
  • Get started with Expense management in Dynamics 365 Project Operations
  • Set up and configure Expense management in Dynamics 365 Project Operations

Topic 4 Manage budgeting

  • Set up and use basic budgeting Dynamics 365 Finance
  • Set up and use budget control in Dynamics 365 Finance
  • Configure and use budget planning in Dynamics 365 Finance

Topic 5 Manage fixed assets

  • Configure fixed assets management in Dynamics 365 Finance
  • Set up and acquire fixed assets in Dynamics 365 Finance
  • Manage fixed assets in Dynamics 365 Finance
  • Work with fixed asset deprecation and disposal in Dynamics 365 Finance

Course Info

Promotion Code

Your will get 10% discount voucher for 2nd course onwards if you write us a Google review.

Minimum Entry Requirement

Knowledge and Skills

  • Able to operate using computer functions
  • Minimum 3 GCE ‘O’ Levels Passes including English or WPL Level 5 (Average of Reading, Listening, Speaking & Writing Scores)

Attitude

  • Positive Learning Attitude
  • Enthusiastic Learner

Experience

  • Minimum of 1 year of working experience.

Target Age Group: 18-65 years old

Minimum Software/Hardware Requirement

Software:

free Microsoft Azure account (https://azure.microsoft.com/en-us/) here 

Hardware: Window or Mac Laptops

Job Roles

  • Dynamics 365 Finance Functional Consultant
  • ERP Financial Consultant
  • Accounts Payable/Receivable Specialist
  • Budget Analyst
  • Financial Systems Analyst
  • Fixed Assets Manager
  • Credit and Collections Analyst
  • Dynamics 365 Administrator
  • Accounting and Finance Manager
  • Financial Reporting Specialist
  • General Ledger Accountant
  • ERP Implementation Consultant
  • Financial Process Automation Specialist
  • Compliance and Taxation Specialist
  • Expense Management Consultant
  • Accounts Validation Specialist
  • Dynamics 365 Finance Support Engineer
  • Finance Project Manager
  • Financial Data Analyst
  • Financial Operations Specialist

Trainers

Sanjiv Venkatram: Sanjiv i is an ACTA certified experienced leader with a proven track record in business / finance consulting and in developing i) business intelligence (BI) solutions ii) data analytics/analysis solutions and iii) IOT lead BI solutions. Sanjiv's goal through Prudentia Consulting, is to promote the simple joy and excitement of actively using the Microsoft Platform. He believes that the agility afforded by the Microsoft platform helps businesses get time back for deeper business thinking and to spend more time with their end customers

Sanjiv has rich experiences in diverse/complex high-tech businesses, turn around environments and strategic transformations. His functional expertise is in sales analytics, financial planning and analysis, engineering and program management. He has worked across discrete manufacturing, professional services and higher education verticals. He also has a working knowledge of equities portfolio management within the financial services domain.Sanjiv is the CEO of Prudentia Consulting, an organization committed to promoting the active usage of the Microsoft Platform. Prior to this, he has worked at Microsoft (US & APAC: 9.2 years), Cognizant Tech Solutions (3.3 years), Yazaki North America (8 years) and until recently at Oracle. Here are a few of his BI/analytics projects driven at scale: Built APAC wide BI dashboard using the Power BI umbrella tool set (Power BI online, Power BI desktop and Power Pivot) and a KPI lake (SQL DB), Helped develop key KPIs – identified key KPIs and helped land this in the DB, Developed a budget audit tool that captured budget inputs from a host of countries across the globe, Developed a business unit P&L reporting tool (functional architecture) in Business Objects for the world-wide financial planning and analysis team.

Anil Bidari: Anil is a ACLP certified trainer. He is an Enterprise Cloud and DevOps Consultant , responsible for helping clients to move Virtual data centre to Private Cloud based on OpenStack and Public Cloud ( AWS, Azure and Google cloud) . Consulting and training experience on Devops tool chain like github , Jenkins, Sonarqube, Docker & kubernetes, Cloud foundry, Openshift, Ansible and SaltStack. Lot of my Role is involved design and implementation of a solution and training.

Ajay Bidari : Ajay is a ACLP certied trainer. Ajay is a vendor neutral cloud consultant and training expert on Cloud , with several Private cloud deployments in India and cloud migration knowledge .He is a Cloud and DevOps enthusiast with consulting, deployment and training expertise on OpenStack, AWS, Google Cloud ,Azure, Jenkins, and Docker

Ajay has 18 + years Industry experience as IT entrepreneur and 9 years in Cloud and Devops technical consulting, implementation and training area, currently working in capacity of Vice President – Cloud and Devops services handling singapore and India.

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