MB-310 Microsoft Certified Dynamics 365 Finance Functional Consultant Associate

Topic 1 Set up and configure financial management and work with General Ledger

• Get started with Dynamics 365 Finance
• Configure currencies in Dynamics 365 Finance
• Create fiscal calendars, years, and periods in Dynamics 365 Finance
• Get started with chart of accounts in Dynamics 365 Finance
• Set up chart of accounts in Dynamics 365 Finance
• Set up financial dimensions in Dynamics 365 Finance
• Set up ledgers and journals in Dynamics 365 Finance
• Perform general ledger daily procedures in Dynamics 365 Finance
• Intercompany accounting in Dynamics 365 Finance
• Configure ledger allocations and accruals in Dynamics 365 Finance
• Configure and perform periodic processes in Dynamics 365 Finance
• Work with analytics and reporting in finance and operations apps
• Configure cash and bank management in Dynamics 365 Finance
• Set up taxes in Dynamics 365 Finance
• Work with taxes in Dynamics 365 Finance

Topic 2 Implement accounts receivable, credit, collections, and revenue recognition

• Set up accounts receivable in Dynamics 365 Finance
• Get started with accounts receivable daily procedures in Dynamics 365 Finance
• Set up credit and collections in Dynamics 365 Finance
• Process credit and collections in Dynamics 365 Finance

Topic 3 Implement and manage accounts payable and expenses

• Configure Accounts payable in Dynamics 365 Finance
• Work with accounts payable daily procedures in Dynamics 365 Finance
• Work with accounting distributions, invoice validations, and settlements in Dynamics 365 Finance
• Set up and use Intelligent OCR for vendor invoices in Dynamics 365 Finance
• Get started with Expense management in Dynamics 365 Project Operations
• Set up and configure Expense management in Dynamics 365 Project Operations

Topic 4 Manage budgeting

• Set up and use basic budgeting Dynamics 365 Finance
• Set up and use budget control in Dynamics 365 Finance
• Configure and use budget planning in Dynamics 365 Finance

Topic 5 Manage fixed assets

• Configure fixed assets management in Dynamics 365 Finance
• Set up and acquire fixed assets in Dynamics 365 Finance
• Manage fixed assets in Dynamics 365 Finance
• Work with fixed asset deprecation and disposal in Dynamics 365 Finance

Promotion Code

Your will get 10% discount voucher for 2nd course onwards if you write us a Google review.

Minimum Entry Requirement

Knowledge and Skills

• Able to operate using computer functions
• Minimum 3 GCE ‘O’ Levels Passes including English or WPL Level 5 (Average of Reading, Listening, Speaking & Writing Scores)

Attitude

• Positive Learning Attitude
• Enthusiastic Learner

Experience

• Minimum of 1 year of working experience.

Target Age Group: 18-65 years old

Minimum Software/Hardware Requirement

Software:

Hardware: Window or Mac Laptops

• Dynamics 365 Finance Functional Consultant
• ERP Financial Consultant
• Accounts Payable/Receivable Specialist
• Budget Analyst
• Financial Systems Analyst
• Fixed Assets Manager
• Credit and Collections Analyst
• Dynamics 365 Administrator
• Accounting and Finance Manager
• Financial Reporting Specialist
• General Ledger Accountant
• ERP Implementation Consultant
• Financial Process Automation Specialist
• Compliance and Taxation Specialist
• Expense Management Consultant
• Accounts Validation Specialist
• Dynamics 365 Finance Support Engineer
• Finance Project Manager
• Financial Data Analyst
• Financial Operations Specialist

Sanjiv Venkatram: Sanjiv i is an ACTA certified experienced leader with a proven track record in business / finance consulting and in developing i) business intelligence (BI) solutions ii) data analytics/analysis solutions and iii) IOT lead BI solutions. Sanjiv's goal through Prudentia Consulting, is to promote the simple joy and excitement of actively using the Microsoft Platform. He believes that the agility afforded by the Microsoft platform helps businesses get time back for deeper business thinking and to spend more time with their end customers

Sanjiv has rich experiences in diverse/complex high-tech businesses, turn around environments and strategic transformations. His functional expertise is in sales analytics, financial planning and analysis, engineering and program management. He has worked across discrete manufacturing, professional services and higher education verticals. He also has a working knowledge of equities portfolio management within the financial services domain.Sanjiv is the CEO of Prudentia Consulting, an organization committed to promoting the active usage of the Microsoft Platform. Prior to this, he has worked at Microsoft (US & APAC: 9.2 years), Cognizant Tech Solutions (3.3 years), Yazaki North America (8 years) and until recently at Oracle. Here are a few of his BI/analytics projects driven at scale: Built APAC wide BI dashboard using the Power BI umbrella tool set (Power BI online, Power BI desktop and Power Pivot) and a KPI lake (SQL DB), Helped develop key KPIs – identified key KPIs and helped land this in the DB, Developed a budget audit tool that captured budget inputs from a host of countries across the globe, Developed a business unit P&L reporting tool (functional architecture) in Business Objects for the world-wide financial planning and analysis team.

Alec Tan: Alec Tan is a ACTA certified trainer, He has a number of Comptia certifications. Since 2002, starting off from IT technical background to pre-sales, sales account manager, system integration, operate IT retail / repair shop business in Sim Lim Square 2008 ~ 2012, and back to IT industry employment, freelance IT Trainer till present.

Kishan Raaj: Kishan Raaj is a seasoned Data Science and SAP Program Manager with over 15 years of experience, currently leading all end-to-end training and projects for Data Science across Asia at LITHAN, Singapore. With expertise in machine learning, data analytics, and cloud technologies, he is well-versed in techniques such as regression, decision trees, clustering, and text mining. He has hands-on experience with tools like Python, R, Tableau, PowerBI, and Microsoft Azure Machine Learning Studio.
As an ACTA certified trainer, Kishan has designed and delivered comprehensive courses for SAP and Data Science programs, managing teams and training in multiple countries, including Singapore, Malaysia, China, India, and Vietnam. His background in SAP, particularly in S4/HANA and ABAP, combined with his expertise in machine learning libraries such as TensorFlow and Keras, positions him as a highly capable leader in technical education and project management across various industries.

Quah Chee Yong: Quah Chee Yong is a ACTA certified trainer. Quah Chee Yong Chee Yong is an experienced professional who has held various Technical, Operations and Commercial positions across several industriesA firm believer that AI can create a better world, he has equipped himself with the Knowledge and Skills in the fields of Data Science, Machine Learning, Deep Learning and Cloud Deployment

He has a deep passion for training & facilitating and is currently a Singapore WSQ certified Adult Educator. He particularly enjoys the interactive engagements with his fellow trainers and learners

Peter Cheong :  Peter is a ACLP certied trainer. Specialise In IT related knowlege and conduct IT Training which Include Microsoft Window Server Technology (Wintel) and Linux - Centos/Red Hat. Comptia ,ITIL , Motorola Solution Trunking System and Cisco Networking. I was worked in Motorola Solutions Conduct Motorola Astro 25 Trunking System For Police Force Malaysia (RMPnet),Taiwan Navy, Indonesia METRO POLDA (Police Force). After that Peter Join As IT Group Manager For W-Group which include 17 subsidiaries Companies in Real Estate Developer,Plantation, Building Management Services ,Contruction and also Fiber Opti Service Provider in Sabah,Malaysia.

Alan Tan: Alan Tan is a ACTA certified trainer. Alan Tan hold Masters in Data Science in Singapore University of Technology and Design. He is Microsoft Power Platform PL-900 certified and Microsoft Azure Data Fundamentals  Certified DP-900. He have this skills in Microsoft Power Platform development skills such as Powerapps, Power Automate,Power Portal, Power Virtual Agent, Power BI, Sharepoint, Dataverse, etc. For Programming language such as Python and Robotics Process Automation (RPA) development. He is working as a Senior Data Engineer in an MNC.

Bernard Peh: Bernard Peh is a Business Development Director and ACTA certified trainer with over 20 years of experience in the financial services industry. He has held key leadership roles and integrated technology, digital marketing, and data science to drive growth in sales, recruitment, and financial planning. As a mentor, Bernard has developed many successful financial professionals who have achieved top industry accolades like TOT, COT, and MDRT.

With deep expertise in data science, Bernard has advised firms and designed training programs for institutions like NTUC Learning Hub. He continues to apply data science to collective funds, achieving exceptional results such as a 400% increase in assets under management, while empowering financial professionals with technology-driven solutions.

Ken Hiong: Ken Hiong is a ACTA certified trainer. Ken has over 20 years of work experience in the healthcare and pharmaceutical industry, having assumed various functional and managerial roles in sales, marketing, business development, finance, business analysis and planning. With an interest and experience in scripting, Ken has worked on projects using HTML, CSS, PHP, MySQL, WordPress, MS Office, VBA, Power BI, etc. Notably, Ken is a proven expert Excel user at work who has made efficient many work processes, improved data analysis and enhanced the quality of business planning and reporting for organizations.

Ken graduated with a Pharmacy degree, holds a Master of Business Administration from the National University of Singapore and a Master of Applied Finance from the University of Adelaide. An ardent advocate of lifelong learning, Ken is ACTA trained and seeks to continually upgrade his IT skills through various channels of learning and Microsoft certifications. With MS Office Master qualification, Ken looks forward to assisting individuals and corporations improve their computer skills, productivity and business outcomes.

Audrey Lin : Audrey Lin is a ACTA certified trainer. She is a Business Development Director at Gill Technologies, an IT Consulting and Managed Services Provider focused at servicing SMEs. I'm responsible for the operations, sales, marketing, accounting, and finance functions of the organization. She have 13 years of experience in helping businesses and schools maximize their Return on Investment on IT through the use of the right technology, improving their business processes and increasing user adoption. My expertise is around Microsoft 365, MS Teams and Power BI. To help organizations improve employee productivity with tools from the MS 365 stack, she have delivered several classroom & online-styled end user training sessions to organizations from various industries - real estate, F&B, oil & gas, healthcare, schools, logistics. I have also created multiple customized & on-demand videos that end users can refer to for a quick review. Being certified as a Microsoft Data Analyst Associate, She is proficient at helping businesses gather business insights from their wide array of data. She have been involved in BI Projects with healthcare firms, logistics companies, FIs, etc., starting from the design phase, right through to the daily management of the BI system. Her area of knowledge in managing security and compliance in MS 365 is significant and ever-growing. She have good understanding of the Zero Trust Principle and uses that to improve the IT security posture of her clients. With the support of her engineering team at Gill Technologies, we use cloud-based management tools from MS 365, namely Intune, Endpoint Manager, Defender, etc. to manage our clients' endpoints.

Anil Bidari: Anil is a ACLP certified trainer. He is an Enterprise Cloud and DevOps Consultant , responsible for  helping clients to move Virtual data centre to Private Cloud based on OpenStack and Public Cloud ( AWS, Azure and Google cloud) . Consulting and training experience on Devops tool chain like github , Jenkins, Sonarqube, Docker & kubernetes, Cloud foundry, Openshift, Ansible and SaltStack. Lot of my Role is involved design and implementation of a solution and training