Dynamics 365 Finance Functional Consultant
Master Microsoft Dynamics 365 Finance. Learn to configure and implement core finance processes, financial management, budgeting, and enterprise-grade reporting solutions.
Course Overview
The MB-310 Microsoft Dynamics 365 Finance Functional Consultant certification validates your expertise in configuring and implementing comprehensive financial management solutions. This Microsoft standard instructor-led training covers all aspects of Dynamics 365 Finance from general ledger to advanced financial reporting.
Delivered by Microsoft Certified Trainers (MCTs), this course provides exam-aligned preparation with practical enterprise scenarios and hands-on demonstrations using real-world financial implementation examples.
General Ledger
Configure core financial accounting
Accounts Payable/Receivable
Manage vendor and customer transactions
Budgeting & Control
Budget planning and tracking
Financial Reporting
Custom reports and analytics
Who This Course Is For
This training is designed for functional consultants, finance professionals, and implementation specialists working with Dynamics 365 Finance.
- Dynamics 365 Functional Consultants focusing on finance
- Finance Managers transitioning to D365
- ERP Implementation Specialists
- Financial Controllers and Analysts
- IT Professionals supporting financial operations
Training Details
Format & Duration
- • 4 days intensive training
- • Live virtual classroom globally
- • Hands-on labs & demonstrations
- • Expert MCT instructor guidance
What's Included
- • Microsoft official courseware
- • Practice environment access
- • Exam preparation materials
- • Certificate of completion
Prerequisites & Getting Started
Required Experience
- • Basic understanding of accounting and finance principles
- • Familiarity with ERP systems and business processes
- • Experience with financial reporting (helpful)
- • General knowledge of corporate finance operations
Recommended Background
- • MB-920 Dynamics 365 Fundamentals (ERP) certification
- • Experience with Dynamics 365 Finance and Operations apps
- • Understanding of Microsoft Power Platform
Achievement Code vs. Official Certification
Instrovate Achievement Code
- • Complete 4-day intensive training
- • Pass internal assessments
- • Hands-on project completion
- • Industry-recognized skills validation
Microsoft Official Certification
- • Schedule exam separately with Microsoft
- • Exam fee: ~AED 605
- • Official Microsoft badge & certificate
- • Global industry recognition
Our training fully prepares you for the official MB-310 Microsoft certification exam. Many students complete our program first, then schedule their official certification exam with confidence.
Course Curriculum
Module 1: Financial Management Setup
- Configure legal entities and organizational hierarchies
- Set up chart of accounts and financial dimensions
- Configure currencies and exchange rates
- Set up fiscal calendars and financial periods
Module 2: General Ledger Configuration
- Configure main accounts and account structures
- Set up journal names and controls
- Configure financial reporting and dimensions
- Implement allocation rules and ledger settlements
Module 3: Accounts Payable
- Configure vendor accounts and payment terms
- Set up invoice matching and validation
- Configure vendor payment methods and formats
- Implement vendor invoice automation
Module 4: Accounts Receivable
- Configure customer accounts and credit management
- Set up billing codes and free text invoices
- Configure customer payment methods
- Implement collections and aging reports
Module 5: Budgeting and Budget Control
- Configure budget models and dimensions
- Set up budget planning and workflows
- Implement budget control and tracking
- Configure budget allocation and transfers
Module 6: Cash and Bank Management
- Configure bank accounts and bank groups
- Set up advanced bank reconciliation
- Configure cash flow forecasting
- Implement letters of credit and guarantee
Module 7: Fixed Assets
- Configure fixed asset groups and books
- Set up depreciation methods and profiles
- Manage asset acquisition and disposal
- Configure fixed asset budgets
Module 8: Financial Reporting and Analysis
- Configure Financial Reporter
- Create custom financial statements
- Set up management reports and dashboards
- Implement audit trails and compliance reporting
Quick Information
Need Help?
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Career Impact
Key Job Roles:
- • D365 Finance Functional Consultant
- • Financial Systems Analyst
- • ERP Implementation Specialist
- • Finance Solutions Consultant
Why Instrovate?
- Microsoft Certified Trainers (MCTs)
- Microsoft standard curriculum
- Live virtual training globally
- Hands-on enterprise scenarios
- Post-training exam support