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Reference: https://docs.microsoft.com/en-us/learn/certifications/exams/mb-310
Candidates for this exam have a basic understanding of the concepts of corporate accounting and finance, customer service, field service, manufacturing, retail, and supply chain management.
Applicants for this exam usually train in one or more sets of Microsoft Dynamics 365 Finance functions, including finance, manufacturing, and supply chain management. Applicants must have knowledge of basic accounting principles and practices.
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| Section | Weight | Objectives |
|---|---|---|
| Implement accounts receivable, credit, collections, and subscription billing | 15–20% | - Configure credit management and limits - Manage customers and customer transactions - Set up collections processes and workflows - Implement subscription billing and revenue recognition - Configure accounts receivable parameters and profiles
|
| Manage budgeting | 10–15% | - Perform budget forecasting and analysis - Configure budgeting parameters and dimensions - Allocate and control budgets - Create and revise budget plans |
| Manage cash, bank, tax, and cost accounting | - Configure consolidation and elimination processes - Configure bank management and reconciliation - Implement cost accounting and cost management - Set up tax calculation and reporting | |
| Manage fixed assets | 10–15% | - Configure fixed assets parameters and groups - Manage asset leasing and valuation - Acquire, depreciate, and dispose of fixed assets - Perform fixed asset reporting and inquiries |
| Implement financial management | 40–45% | - Manage currencies and exchange rates
- Configure financial dimensions
- Manage general ledger journals and transactions - Design and configure chart of accounts
|
| Implement and manage accounts payable and expenses | 10–15% | - Process invoices, payments, and prepayments - Configure expense management and travel workflows - Manage vendors and vendor transactions - Configure accounts payable parameters and profiles
|
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