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Microsoft Official Curriculum

Manage Financial Operations with Dynamics 365 Finance

This course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality.

Role-Based Certification PrepTrack: MB-310T00Official Source: Microsoft LearnMicrosoftIntermediate
Download Program Brief (PDF)

Program Snapshot

Engagement scoped to cohort

Duration4 days
FormatVirtual, On-site, or Hybrid
LevelIntermediate
Course CodeMB-310T00
Certification TrackMB-310T00
SubjectMicrosoft Dynamics 365 & Power Platform Solutions
  • MCT-led delivery
  • Private cohort / virtual ILT
  • Typical response: 1 business day
Scoping call typically scheduled within one business day

VNode ITeS delivers Manage Financial Operations with Dynamics 365 Finance as an MCT-led Microsoft program for Business Analyst, Business User, Functional Consultant. Typical duration is 4 days (Virtual, On-site, or Hybrid). Labs follow production-shaped scenarios rather than slide-only walkthroughs. Certification prep maps to MB-310 without turning the week into a dump of Learn modules. Private cohorts can shift emphasis by role mix, workspace or repo constraints, and rollout timing.

Audience Profile

Built for these roles

As a Dynamics 365 for Finance and Operations Functional Consultant, you analyze business requirements and translate them into fully realized business processes and solutions that implement industry-recommended practices. You have a fundamental understanding of accounting principles and a deeper understanding of financial operations as they relate to core finance, manufacturing, retail, and supply chain management operations. You specialize in one or more feature sets of Dynamics 365 Finance including core finance, general ledger, tax, cost accounting, cost management, fixed assets, asset leasing, budgeting, revenue recognition, consolidation and elimination, credit and collections, cash and bank management, and expense management. You understand the relationships between finance and manufacturing, retail, and supply chain management.

  • Business Analyst
  • Microsoft Dynamics 365 & Power Platform Solutions
  • Certification Readiness
  • Tailored Team Delivery

Overview

Executive overview

This course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality.

Prerequisites

  • Relevant foundational experience in the target technology area.
  • Comfort with hands-on labs in a cloud or GPU-accelerated environment.

Program Outcomes

Capabilities your teams will gain

  • Strengthen capability in business analyst scenarios
  • Strengthen capability in business user scenarios
  • Strengthen capability in functional consultant scenarios
  • Strengthen capability in dynamics 365 scenarios

Enterprise Delivery

Official learning & delivery options

Review the vendor learning resource, then book a consultation or request a private cohort for your team.

Curriculum

Curriculum roadmap

  • Business Analyst
  • Business User
  • Functional Consultant
  • Dynamics 365
1

Module 1

Configure financial management

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This learning path guides you through setting up the General ledger module, completing closing procedures, using analytics for decision-making, and managing financial transactions in Dynamics 365 Finance.

  • 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
  • Customer and vendor netting in Dynamics 365 Finance
  • Set up taxes in Dynamics 365 Finance
  • Work with taxes in Dynamics 365 Finance
2

Module 2

Manage accounts receivable

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This learning path covers the Accounts receivable module in Dynamics 365 Finance, including creating invoices, posting packing slips, receiving payments, managing delinquent invoices, and configuring recurring invoices and reimbursements.

  • 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
  • Implement cost management in Dynamics 365 Finance
  • Get started with subscription billing in Dynamics 365 Finance
  • Recurring contract billing in Dynamics 365 Finance
  • Revenue and expense deferrals in Dynamics 365 Finance
3

Module 3

Manage accounts payable

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This learning path for Dynamics 365 Finance teaches you to configure Accounts payable, handle vendor invoices, streamline payments, use OCR for data extraction, and manage employee expenses in Project Operations.

  • 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
4

Module 4

Perform budgeting and forecasting

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This learning path covers budgeting in Dynamics 365 Finance, including creating, managing, and monitoring budgets, setting budget parameters, and analyzing performance, while emphasizing collaboration to streamline the budgeting process.

  • 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
5

Module 5

Administer fixed assets and inventory

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This learning path teaches you to configure and manage fixed assets in Dynamics 365 Finance, covering setup, acquisition, budgeting, transfers, and reporting, ensuring compliance with international accounting standards.

  • 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

Delivery Models

Delivery models

Virtual ILTOnsiteHybridExecutive WorkshopBootcampWeekend

Engagement Fit

Engagement fit

  • Certification readiness
  • Implementation-focused labs
  • Private cohort delivery
  • Intermediate practitioner depth

Enterprise Customization

Enterprise customization

Tailor this program to your organization's priorities: Improves finance transformation delivery through stronger solution knowledge and implementation capability.

  • Align labs to your production environment and platform priorities
  • Add focused exam-readiness reviews and instructor-led practice sessions
  • Extend into project-specific architecture or delivery coaching

Credentials

Certification & official source

  • •MB-310T00

Aligned to the official Microsoft Learn course and learning path for this program.

View Official Microsoft Learn Page

Resources

Program resources

Yes. Most enterprise clients prefer private delivery scoped to role mix, timezone, and rollout timeline. We align lab environments and scenarios to your tenant context where applicable.

Enterprise Proof

Trusted delivery outcomes

“The Microsoft Fabric implementation program gave our data engineering team a structured path from legacy pipelines to a modern lakehouse architecture.”

Head of Data Engineering

Global Financial Services Firm

Financial Services
“We needed a partner who understood both the technical depth of Azure OpenAI and the governance requirements of an enterprise.”

VP of Technology

Large Healthcare Organization

Healthcare

Delivery Capability

Enterprise-grade instruction

View delivery capability profile

MCT-led delivery

Programs led by Microsoft Certified Trainer practitioners

Enterprise program oversight

Founder-led specialist delivery with structured rollout planning

Global delivery

APAC · EMEA · Americas · Virtual & Onsite

Implementation-focused

Hands-on labs aligned to production scenarios

Kriya AI