MB-310 — MICROSOFT DYNAMICS 365 FINANCE FUNCTIONAL CONSULTANT

Below is a basic-to-advanced, job-oriented syllabus designed around the current Microsoft Dynamics 365 Finance Functional Consultant / MB-310 skill areas. Microsoft’s current exam coverage includes financial management, AR/credit/collections/subscription billing, AP/expenses, budgeting, and fixed assets.

This program prepares learners for the role of Microsoft Dynamics 365 Finance & Operations Functional Consultant, with emphasis on business-process analysis, functional configuration, implementation, testing, documentation, troubleshooting, and production support.

Learners work through end-to-end business processes such as:

The course follows the functional-consultant approach of understanding business requirements → fitgap analysis → solution design → configuration → testing → deployment/support.

Functional Prerequisites

Technical Prerequisites

No programming experience is mandatory for the functional-consultant track.

ERP & Dynamics 365 Fundamentals

Functional Consultant Fundamentals

Module 1 – Dynamics 365 Finance Architecture & Navigation

Module 2 – General Ledger

Chart of Accounts

Ledger Configuration

Microsoft's current MB-310 objectives specifically include chart of accounts, financial dimensions, account structures, advanced rules, currencies, calendars, periodic closing and tax configuration.

Module 3 – Financial Journals & Transactions

Module 4 – Accounts Payable

Vendor Management

AP Transactions

Microsoft's current training specifically covers vendor configuration, invoice processing, invoice matching, payments, prepayments and AP foreign-currency revaluation.

Module 5 – Accounts Receivable

Customer Management

AR Transactions

Credit & Collections

Module 6 – Cash & Bank Management

Module 7 – Tax Management

Module 8 – Budgeting & Budget Control

Current Microsoft coverage includes basic budgeting, budget control and budget planning.

Module 9 – Fixed Assets

Module 10 – Cost Accounting

Module 11 – Financial Reporting & Analytics

Module 12 – Periodic & Year-End Closing

Module 13 – Intercompany Accounting

Module 14 – Consolidation & Elimination

Module 15 – Expense Management

Module 16 – Subscription Billing & Revenue Recognition

Subscription billing and revenue/expense recognition are part of the current MB-310 scope.

Module 17 – Procure-to-Pay Integration

Module 18 – Order-to-Cash Integration

Module 19 – Supply Chain & Manufacturing Finance Integration

Module 20 – Data Migration & Integration

Module 21 – Workflow & Business Process Automation

Module 22 – Testing & Implementation

Mini Project 1 – Manufacturing Finance Implementation

Configure finance processes for a manufacturing company including:

Mini Project 2 – Retail Finance Implementation

Implement:

Mini Project 3 – Multi-Company Finance

Implement a finance solution for:

Design and execute:

Capstone Project 1 – End-to-End D365 Finance Implementation

Scenario:

Project Scope:

Capstone Project 2 – Procure-to-Pay & Order-to-Cash

Build complete:

P2P:

O2C:

Capstone Project 3 – Global Finance Transformation

Implement a multi-company organization with:

Students will practice scenarios commonly encountered by functional consultants:

Microsoft Dynamics Tools

Microsoft Ecosystem

Project/Consulting Tools

Microsoft describes the functional consultant as the role that translates business requirements into business processes and solutions using recommended practices, which is why these implementation and documentation skills are central to the course.

Primary Certification

The current Microsoft certification covers financial management, AR/credit/collections/subscription billing, AP/expenses, budgeting and fixed assets.

Recommended Supporting Certifications

Important:

Functional Consultant Interview Preparation

Mock Interview Format

Recommended Job Roles After Training