Microsoft Certified Dynamics 365: Finance and Operations Apps Solution Architect Expert (MB310-700)

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This nine-day certification program consists of two parts:

Microsoft Dynamics 365 Finance Functional Consultant (MB-310T00)

This four-day Microsoft-certified training analyzes business requirements and translates these requirements into fully realized business processes and solutions that implement industry best practices. Gain a fundamental understanding of accounting principles and a deeper understanding of financial operations concerning core finance operations, manufacturing, retail, and supply chain management.

Microsoft Dynamics 365: Finance and Operations Apps Solution Architect (MB-700T00)

This five-day Microsoft-certified training is designed to prepare those aspiring to become solution architects and those new to this role to learn about the technical information that solution architects will need to handle during implementation.

These two courses provide comprehensive preparation for the MB-310 and MB-700 exams to obtain the Microsoft Certified: Dynamics 365 Finance and Operations Apps Solution Architect Expert certification.

You can purchase an individual part of this certification track – contact us for the details.

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Private class

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Training plan

Microsoft Dynamics 365 Finance Functional Consultant (MB-310T00)

  • Plan your chart of accounts
  • Multiple chart of accounts
  • Set up chart of accounts
  • Main account categories
  • Main account information
  • Allocation terms
  • Main account validation options
  • Main account closing options
  • Accounts for automatic transactions
  • Define and configure financial dimensions
  • Create a custom financial dimension
  • Create an entity-backed financial dimension
  • Activate and delete financial dimensions
  • Default dimension values
  • Derived dimensions
  • Configure financial dimension templates and sets
  • Define and configure account structures and advanced rules
  • Identify charts of accounts
  • Explore financial dimensions and dimension set concepts
  • Explore periodic financial processes demo: Month end closing
  • Configure and apply accrual schemes
  • Configure ledger allocation rules
  • Fiscal calendars, fiscal years, and periods
  • Create fiscal calendars, years and periods
  • Select a fiscal calendar
  • Define budget cycle time spans
  • Maintain periods for your organization
  • Create date intervals
  • Using balance control accounts
  • Process a journal entry
  • Work with general ledger processes
  • Ledger settlements
  • Create voucher templates
  • Set up journal controls
  • Understand the different types of journals and their setup
  • Describe use cases for periodic journals
  • Configure ledger and journal setup
  • Describe options for implementing voucher numbers in journals
  • Describe and configure journal approvals
  • Configure and use journals
  • Reverse journal posting
  • Set up batch transfer rules
  • Set up intercompany accounting
  • Post intercompany journals
  • Trace an intercompany entry
  • Set up currencies and conversions
  • Configure and import currency exchange rates
  • Understand bank transaction types and groups
  • Set up cash and bank management parameters
  • Set up the Single Euro Payments Area (SEPA) direct debit mandate
  • Set up International Bank Account Number (IBAN) structures
  • Configure banks and bank check layout
  • Deposit and refund checks
  • Understand cash flow forecast and reports
  • Configure cash flow forecasting
  • Payment schedule
  • Terms of payment and payment days
  • Cash discounts
  • Payment fees
  • Set up the credit card payment service
  • Methods of payment and payment control
  • Set up a payment calendar and payment calendar rules
  • Create and maintain customers
  • Set up customer posting profiles
  • Configure accounts receivable charges
  • Configure electronic reporting
  • Use barcode data sources to generate bar code images
  • Set up the Financial period workspace and closing schedule
  • Bank reconciliations
  • Year-end 1099 reporting
  • Run foreign currency revaluation processes
  • Process end of year close
  • Perform financial consolidations
  • Configure ledger posting groups
  • Configure sales tax authorities
  • Configure sales tax settlement periods
  • Create sales tax codes
  • Configure sales tax groups and item sales tax groups
  • Withholding tax
  • Sales tax exemption
  • Conditional sales tax
  • Sales tax on transactions
  • Set up sales tax reporting codes
  • Prepare periodic filings
  • Configure the Cost control workspace
  • Cost objects
  • Work with the Cost accounting Get started wizard
  • Set up cost accounting
  • Inbound operations
  • Outbound operations
  • Configure inventory dimensions
  • Configure storage dimensions
  • Configure tracking dimensions
  • Configure serial and batch numbers
  • Allocate batch and serial numbers
  • Configure sites
  • Configure warehouses
  • Transfer orders
  • Set up bar codes
  • Set up default order settings
  • Inventory journals
  • Work with journals
  • Inventory journal approval workflows
  • Work with reason codes
  • Work with consignment inventory
  • Configure item groups and item model groups
  • Inventory cost methodologies
  • Configure inventory policies
  • Inventory closing and adjustment
  • Archive inventory transactions
  • Work with reason codes for inventory counting
  • Costing versions
  • Cost groups
  • Calculation groups
  • Costing sheets
  • BOM calculations
  • BOM Measurements
  • BOM Reports
  • Configure the payment schedule
  • Configure terms of payment and payment days
  • Configure cash discounts
  • Set up payment fees
  • Create vendor groups
  • Set up accounts payable posting profiles
  • Create vendors
  • Set up methods of payment for vendors
  • Configure accounts payable charges
  • Configure and use positive pay
  • Understand invoice types in Accounts payable
  • Understand incoming invoice payments
  • Record vendor invoices
  • Modify due dates and discount dates
  • Work with cash discounts from vendors
  • Create vendor payments
  • Reverse a vendor payment
  • Manage prepayments and prepayment invoices
  • Settle transactions and undo settlements
  • Distribute funds by using accounting distributions
  • Configure invoice validation policies
  • Three-way matching policies
  • Accounts payable invoice matching
  • Invoice totals matching
  • Two-way, price totals matching
  • Two-way, net unit price matching
  • Three-way matching
  • Vendor invoice workflow
  • Charges matching
  • Purchase order statuses with vendor collaboration
  • Configure vendor collaboration
  • Maintain vendor certification
  • Set up vendor collaboration security roles
  • Use the Vendor collaboration invoicing workspace
  • Define purchase order response information
  • Work with purchase orders when vendor collaboration is used
  • Purchase order statuses and versions
  • Sharing information about consignment inventory
  • Work with request for quotes
  • Purchase order confirmation workspace
  • Accessing vendor master data in the Vendor information workspace
  • Sales and marketing overview
  • Create and confirm sales quotations
  • Create and process sales orders
  • Sales order entry scenarios
  • Sales order picking processes
  • Configure order promising
  • Configure order hold codes
  • Process customer returns
  • Sales order reservations
  • Configure and use commissions
  • Configure customer and item search
  • Create free text invoices
  • Recurring free text invoices
  • Create and handle payments of customer invoices for sales orders
  • Settle transactions and undo settlements
  • Revenue recognition overview
  • Define revenue schedules
  • Define revenue prices
  • Set up bundle items
  • Set up postdated checks
  • Process a postdated check
  • Configure accounts receivables for credit and collections
  • Configure credit and collections components
  • Set up interest rates for an interest code
  • Waive, reinstate, or reverse interest fees
  • Set up and manage collection letters
  • Customer account statement
  • Working with collections
  • Manage customer credit and collections
  • Credit management
  • Plan expense management
  • Intercompany expenses
  • Financial management
  • Per diems
  • Journals and accounts
  • Payment methods
  • Taxes
  • Policies
  • Expense categories and shared categories
  • Create an expense report
  • Intercompany expenses
  • Itemize expenses by line
  • Distribute an expense
  • Add guests
  • Attach receipts and documents to an expense report
  • Submit an expense report to a workflow
  • Approve an expense report
  • Delegate an expense report
  • Post an expense report
  • Reporting options
  • Expense management workspace
  • Expense management parameters
  • Expense management workflows
  • Expense report policies and per diem rules
  • Evaluate policies by using Audit workbench cases
  • Set up mileage expense options
  • Intercompany expenses
  • Personal expenses on an expense report
  • Set up credit card transaction processing and import credit transactions
  • Expense receipt processing
  • VAT recovery
  • Create a travel requisition
  • Approve a travel requisition
  • Create a cash advance
  • Update a cash advance
  • Create and submit time entries
  • Expense deployment models
  • Basic expense entries
  • Full expense deployment
  • Fixed assets and current assets
  • Accounting for fixed assets
  • Relationships between fixed assets components
  • Configure fixed assets components
  • Derived books
  • Enable fixed asset integration
  • Fixed asset transaction options
  • Demonstration – Create a fixed asset
  • Scenario – customer requirements for fixed assets
  • Set up and create fixed assets
  • Set up acquisitions
  • Acquire assets through procurement
  • Manual and automatic methods to create fixed assets
  • Transfer a fixed asset
  • Set up fixed asset groups
  • Split a fixed asset
  • Update fixed asset information
  • Fixed assets roll forward report
  • Depreciation
  • Dispose and lend fixed assets
  • Sell a fixed asset by using a free text invoice
  • Dispose of fixed assets as scrap
  • Estimate and eliminate a project to a fixed asset
  • Asset budgeting
  • Planning for basic budgeting and budget control
  • Budgeting methodologies
  • Basic budgeting overview
  • Configure basic budgeting
  • Use workspaces and inquiry pages to track budget vs. actuals
  • Budget control overview
  • Configure budget control
  • Configure budget control (cont.)
  • Create and manage budget register entries
  • Use inquires and reports for budget analysis
  • Understand different types of reports and inquiries
  • Financial reporting
  • Find inquiries and reports
  • Generate and consume inquiries and reports
  • Configure finance and operations apps for Microsoft Power Platform
  • Benefits of Supply Chain Management
  • Overview of Supply Chain Management
  • Cost accounting
  • Cost management
  • Inventory management and Warehouse management
  • Master planning
  • Procurement and sourcing
  • Vendor collaboration
  • Sales and marketing
  • Customer portal
  • Product information management
  • Production control
  • Intercompany trade
  • Warehouse management
  • Transportation management
  • Explore core accounts payable components
  • Explore vendor payments and settlements
  • Explore core accounts receivable components
  • Explore credit and collection processes

Microsoft Dynamics 365: Finance and Operations Apps Solution Architect (MB-700T00)

  • Existing product and platform skills
  • Expectations of a solution architect
  • Solution architect role during project phases
  • Pillars of a great architecture
  • Initial customer discovery
  • Customer discovery meetings
  • Customer communication strategy
  • Identify solution components
  • Develop and validate a demo
  • Identify potential third-party components
  • Recognize strengths and weaknesses in a solution
  • Lead requirement capture sessions
  • Identify functional requirements
  • Identify non-functional requirements
  • Confirm and finalize requirements
  • Determine feasibility of requirements
  • Refine requirements from proof of concept insights
  • Categorize business requirements and perform gap fit analysis
  • Evaluate Dynamics 365 and Microsoft Power Platform apps
  • Understand the functionality and tools of Lifecycle Services
  • Lifecycle Services security
  • Reuse existing assets, copy, and share data
  • Perform actions in the Asset library
  • Work with the Task recorder
  • Business process modeler (BPM)
  • Issue search and support
  • Get product updates from Lifecycle Services
  • Use implementation methodologies for a successful implementation
  • Cloud implementation – analysis
  • Cloud implementation – design and develop
  • Cloud implementation – test
  • Cloud implementation – deploy and operate
  • On-premises implementation – analysis
  • On-premises implementation – design and develop
  • On-premises implementation – test, deploy, and operate
  • Gathering and analyzing the requirements
  • Create functional design documents (FDD)
  • Access Dynamics 365 Translation Service
  • Types of requests
  • Reuse translations (recycling)
  • Custom-trained machine translation system
  • Select a data integration (import/export) strategy
  • Common migration scenarios and tools
  • Bring your own database (BYOD)
  • Test a data migration and validate output
  • Data management concepts
  • Use data entities for data management and integration
  • Work with the Data management workspace
  • Using Standard and Enhanced views for tiles
  • Use templates in data management
  • Export, import, and copy data into a legal entity
  • Database movement operations
  • Data sharing framework
  • Create user acceptance test libraries
  • Record test cases and save to BPM
  • Synchronize and configure your test plan in Azure DevOps
  • Run user acceptance tests
  • Data task automation
  • Roles in a Dynamics 365 implementation
  • Project phases
  • Implementation planning and architecture
  • Combining tools and solutions for impactful implementations
  • FastTrack engagement across the phases
  • Solution blueprint review
  • Become a FastTrack recognized solution architect
  • Design and create models
  • Plan the build, test, and quality control processes
  • Plan the release, change, and risk management processespps
  • Customization models
  • Extension points for frameworks
  • Develop code to extend a framework
  • Implement the SysOperationSandbox framework
  • Business event framework
  • Create a new business event
  • Activate business events
  • Role-based security for business events
  • Business events in Microsoft Power Automate
  • Select an integration API
  • Synchronous and asynchronous patterns
  • Data integration scenarios
  • Set up a data project and recurring data job
  • Implement authorization to support integration
  • Monitor status and availability of entities
  • Develop data transformation
  • Microsoft Dataverse integrations
  • Work with composite data entities
  • Azure Data Lake and Entity Store
  • Change data in Azure Data Lake
  • Power Platform convergence
  • Understand different types of reports and inquiries
  • Financial reporting
  • Find inquiries and reports
  • Generate and consume inquiries and reports
  • Configure finance and operations apps for Microsoft Power Platform
  • Explore Microsoft Power Platform
  • Describe the business value of the Power Platform
  • Explore connectors and Microsoft Dataverse
  • Describe how Power Platform works with Microsoft 365 apps and services
  • Explore how Power Platform works with Microsoft Teams
  • Describe how Power Platform works with Microsoft Dynamics 365 apps
  • Describe how Power Platform solutions consume Microsoft Azure services
  • Explore how Microsoft Power Platform apps work together
  • Describe Power Platform administration
  • Describe Power Platform security and governance
  • Explore Microsoft Dataverse
  • Examine Power Platform connectors
  • Exercise – Build a basic Dataverse data model
  • Overview of the Dynamics 365 Unified
  • Operations mobile app
  • Page design guidelines
  • Action design guidelines
  • Form design requirements
  • Design considerations
  • Understand use cases for mobile apps
  • Get the Dynamics 365 Unified
  • Operations mobile app
  • Upgrade from finance and operations version 7.x to version 10
  • Update from finance and operations version 8.x to version 10.0.x
  • Data upgrade
  • Upgrade from AX 2012
  • Migrate from AX 2009
  • Diagnose performance issues by using Trace parser
  • Load testing by using the Performance SDK
  • Monitor performance by using SQL Insights
  • Create a SQL trace by using the SQL Profiler
  • Monitor server health metrics in Lifecycle Services
  • Exercise – Use the Environment monitoring tool in Lifecycle Services
  • Understand the security architecture
  • Encryption in finance and operations apps
  • Manage users and security
  • Set up and apply segregation of duties
  • Run security reports
  • Stay compliant with user licensing requirements
  • Security diagnostics for task recordings
  • Extensible data security policies
  • Create and modify duties, privileges, and permissions
  • Enforce permissions policy
  • Extensible data security framework
  • Apply security permissions
  • Understand the go-live process
  • Complete the Lifecycle Services methodology
  • Perform user acceptance testing (UAT) for your solution
  • FastTrack go-live assessment
  • Request a production environment
  • Feature management workspace
  • Feature states
  • Enable a feature
  • Reschedule a feature
  • Disable a feature
  • Features that must be enabled
  • Enable all features
  • Check for updates
  • Assign roles
  • Features that use configuration keys
  • Data entities
  • Overview of Success by Design
  • Reasons to use Success by Design
  • Success by Design phases
  • Implement Success by Design
  • Track Success by Design activities and progress
  • Solution blueprint review workshop overview
  • Prepare for the Solution blueprint review
  • Solution blueprint review participants
  • Conduct the Solution blueprint review workshop
  • Solution blueprint follow-up
  • Overview of the Test strategy review workshop
  • Prepare for the workshop
  • Workshop implementation and follow-up
  • Entity relationship diagram
  • Out-of-the-box vs. custom tables
  • Table configuration
  • Business intelligence and analytics design workshop overview
  • Prepare for the Business intelligence and analytics design workshop
  • Conduct the Business intelligence and analytics design workshop
  • Business intelligence and analytics design follow-up
  • Gap solution design workshop overview
  • Prepare for the Gap solution design workshop
  • Conduct the Gap solution design workshop
  • Gap solution design follow-up
  • Data migration strategy overview
  • Prepare for the Data migration workshop
  • Conduct the Data migration strategy workshop
  • Integration design review workshop overview
  • Prepare for the Integration design review
  • Conduct the Integration design review
  • Integration design review workshop follow-up
  • Dual-write implementation workshop overview
  • Prepare for the workshop
  • Workshop implementation and follow-up
  • Solution performance workshop topics
  • Define performance benchmarks and success criteria
  • Timing of the Solution performance review
  • Prepare for the workshop
  • Workshop implementation and follow-up
  • Purpose of the Cutover strategy workshop
  • Timing of the Cutover strategy review
  • Cutover strategy workshop overview
  • Prepare for the workshop
  • Workshop implementation and follow-up
  • Timing of the Post go-live workshop
  • Post go-live workshop overview
  • Prepare for the workshop
  • Post go-live workshop implementation and follow up
  • Manage menus: Favorites
  • Manage menus: Dashboards by role
  • Manage menus: Key performance indicators
  • Manage forms: Fields
  • Manage forms: Filters and ranges
  • Configure reports
  • Create entities
  • Manage security
  • Integrate with Microsoft Office

Recommended Prerequisite Knowledge

  • General knowledge of Microsoft Windows
  • The ability to use Dynamics 365 for Finance and Operations for basic processing and navigation
  • Experience being a functional or technical consultant who has used Dynamics Finance Apps to gather and analyze business requirements
  • General knowledge of basic mobile device features and navigation
  • The student should be able to take a synchronous, virtual course and communicate feedback in a positive, constructive manner
  • Basic accounting skills
  • Core competencies in Dynamics 365 Core

Credentials and certification

Exams features

  • Codes: MB-310 and MB-700
  • Titles: Microsoft Dynamics 365 Finance Functional Consultant and Microsoft Dynamics 365: Finance and Operations Apps Solution Architect
  • Duration: 120 minutes each
  • Number of Questions: 40 to 60
  • Question Format: Multiple choice, multiple response, scenario-based
  • Passing Score: 700 out of 1000
  • Cost: $0 (included in your training)

Exams topics

  • Set up and configure financial management
  • Implement accounts receivable, credit, collections, and revenue recognition
  • Implement and manage accounts payable and expenses
  • Manage budgeting
  • Manage fixed assets
  • Architect solutions
  • Define solution strategies
  • Manage implementations
  • Manage testing

Check all exam details on Microsoft Learn >>

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