After the course you can set up financial accounting in Dynamics 365 Finance in a structured way, from a chart of accounts with financial dimensions through journals, bank and tax to receivables, payables, budgets and fixed assets. You understand how settings interact and can turn accounting requirements into the right configuration. The content follows the MB-310 exam areas. The course suits functional consultants and accounting or controlling specialists who support a Finance project.
What you’ll take away.
- Design the chart of accounts, financial dimensions and account structures for several legal entities
- Configure currencies, ledger calendars, journals, and bank and tax settings
- Set up accounts receivable, credit and collections, and subscription billing
- Configure accounts payable, invoice matching and expense management
- Implement budgeting, budget control and fixed asset transactions
Your training in detail
- Who is it for?
- Functional consultants and accounting or controlling specialists who implement Dynamics 365 Finance or extend an existing setup.
- Prerequisites
- You understand accounting basics such as the general ledger, subledgers and period close. Some experience with Dynamics 365 finance and operations apps helps.
- Format & planning
- Standard length: 4 training days. A different length can be arranged for companies.
Agenda: from understanding to application
Our independently developed agenda proposal. Focus areas, lab environment and scope are agreed before booking.
Chart of accounts, main accounts, financial dimensions and advanced rules
Currencies, calendars, posting layers and journals including Excel templates
Cash and bank management, reconciliation and sales tax
Period close, consolidation and elimination
Accounts receivable, credit and collections, subscription billing and revenue deferrals
Accounts payable, payments and expense management
Budgeting, budget planning and fixed assets
For a fictitious company with two legal entities you create main accounts with dimensions, post a journal through an Excel template, process a vendor invoice with a prepayment and run depreciation for a fixed asset.
Exams, licences & credentials
The course prepares you for exam MB-310, which leads to the "Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate" certification. The exam and its fee are included only if the offer explicitly confirms this. Any certificate is issued by Microsoft alone. This is not an official Microsoft course unless the offer explicitly says so.
Vendor references & review date
Sources checked on 2026-11-10. These sources describe the technology or external exam requirements. They do not imply a partnership with NextNowa.
Your learning content
These objectives describe the training topic. The specific syllabus, dates and trainer are agreed before booking; the written offer is binding.
Frequently asked questions
Is this an accounting course?
No. Accounting knowledge is assumed. The course is about configuring finance processes in Dynamics 365 Finance.
Are country-specific tax rules covered?
You learn how tax codes, tax groups and settlement periods are set up. Tax advice for your country is not part of the course.
Does MB-310 Microsoft Dynamics 365 Finance Functional Consultant: configuring finance processes include a certificate?
The course prepares you for exam MB-310, which leads to the "Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate" certification. The exam and its fee are included only if the offer explicitly confirms this. Any certificate is issued by Microsoft alone. This is not an official Microsoft course unless the offer explicitly says so.