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Finance Functional Consultant Associate

Flexible Schedule

1:1 Support

Hands-on Projects

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The GET Advantage: Your Path from Learning to Earning:

  • Build in-demand technical and soft skills, validated by industry-recognised certifications. 
  • Apply learning through real-world projects, case studies, and assignments that make you job-ready. 
  • Learn what employers want, align your skills with trends, and move towards higher-paying opportunities. 
  • Continuous mentorship, career coaching, and peer community to guide you beyond the course. 

Course Overview

This course trains you to implement and configure Microsoft Dynamics 365 Finance for core financial operations. You’ll master general ledger setup, accounts payable and receivable, budgeting, expense management, subscription billing, and fixed asset management. Through real-time case simulations, you’ll gain hands-on experience in automating financial processes, managing compliance, and generating financial reports that inform decision-making. This course is aligned with the MB-310 certification exam objectives, but tailored for learners seeking real-world application and project-readiness.

Relevant Industries

Finance, Manufacturing, IT, Professional Services, Retail, Government, and NGOs

Overview of Technology

Microsoft Dynamics 365 Finance is an intelligent ERP system that helps enterprises manage global financials with accuracy, automation, and analytics. It integrates easily with Microsoft Power Platform and other D365 modules to improve visibility and control. 

Why choose Acquledge for Dynamics 365 course?

Live Training Sessions

Flexible Schedules

Hands-on Experience

Vast Resource Library

Extensive Support

Enrollment Process

  • Sign up on the platform and choose your preferred batch.
  • Start your classes on the scheduled date .
  • Get access to learning materials and project dashboards.
  • Begin your training journey with expert-led sessions.
  • Apply your learning through real-world case studies and projects.

Detailed Course Curriculum

1. Implement Financial Management (40–45%):
  • Chart of Accounts and Financial Dimensions 
    • Define and configure the chart of accounts and main accounts 
    • Configure financial dimensions and dimension sets 
    • Set up account structures and advanced rules 
    • Configure legal entity overrides for financial dimensions and main accounts 
  • Ledgers and Currencies 
    • Construct fiscal calendars, years, and periods 
    • Configure the ledger and batch transfer rules 
    • Set up currencies and conversions for a legal entity 
    • Enter and manage currency exchange rates 
  • Journals and Approvals 
    • Describe and configure journal types and approvals 
    • Create voucher templates and periodic journals 
    • Configure accrual schemes and intercompany accounting 
    • Edit journals in Microsoft Excel and perform reverse entries 
  • Cash and Bank Management 
    • Create and maintain bank groups and bank accounts 
    • Configure electronic payment formats 
    • Process bank reconciliations (including advanced reconciliations) 
    • Configure cash flow reports 
  • Sales Tax Configuration 
    • Set up and configure sales tax components 
2. Implement Accounts Receivable, Credit, Collections, and Subscription Billing (15–20%):
  • Accounts Receivable 
    • Set up customers and customer groups 
    • Configure payment schedules, terms, and methods 
    • Process free text invoices, recurring invoices, and customer payments 
    • Manage settlements, reversals, and credit limits 
  • Credit and Collections 
    • Set up and manage credit and collections processes 
    • Configure collection letters and interest notes 
  • Subscription Billing 
    • Implement and manage subscription billing scenarios 
3. Implement and Manage Accounts Payable and Expenses (10–15%):
  • Accounts Payable 
    • Set up vendors and vendor groups 
    • Configure payment schedules, terms, and methods 
    • Process purchase order invoices and vendor payments 
    • Manage settlements, reversals, and three-way matching 
  • Expense Management 
    • Set up and configure expense management 
    • Process and approve expense reports 
4. Manage Budgeting (10–15%):
  • Basic Budgeting 
    • Configure budgeting components (models, codes, allocation terms, transfer rules) 
    • Implement budget register entries and workflows 
    • Compare budgeted and actual values 
  • Budget Controls 
    • Configure budget controls and rules 
    • Set up budget fund availability and over-budget permissions 
  • Budget Planning 
    • Define and manage budget planning processes and templates 
5. Manage Fixed Assets (10–15%):
  • Fixed Assets Management 
    • Create and manage fixed asset groups and attributes 
    • Configure posting profiles and parameters 
    • Manage the fixed asset lifecycle (acquisition, depreciation, disposal) 
    • Configure fixed asset books 

 

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