MB-300: Microsoft Dynamics 365: Core Finance and Operations

During this training you will learn the following technical tasks: describe finance and operations apps, and extend apps by using Microsoft Power Platform technologies; configure administrative features and workflows; manage Finance and Operation data; and validate and support the solution.

Audience

Functional and technical consultants that gather and analyze business requirements and translate those requirements into fully realized business processes and solutions.

Prerequisites

Before attending this course, students should have:

  • 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

Skills gained at this course:

  • Use common functionality and implementation tools
  • Describe uses cases for, and capabilities of, workspaces
  • Use and personalize operational workspaces
  • Describe case management
  • Describe global address book features and their use cases
  • Identify the inquiry and report types available in a default installation
  • Describe use cases for the business document management and electronic reporting features
  • Navigate and efficiently use search filtering and create search queries
  • Understand and use record templates
  • Describe use cases for Power Platform apps and services
  • Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps
  • Implement security and segregation of duties
  • Design and create workflows
  • Set up and configure legal entities and operating units
  • Creating Batch Jobs
  • Create an organization hierarchy and assign purpose
  • Configure user options
  • Use Excel Workbook Designer
  • Use Power Automate flows from Dynamics 365 Finance and Operations
  • Plan for Data Migration
  • Manage data and applications in Finance and Operations
  • Implementing Lifecycle services (LCS) Tools
  • Testing solutions in Dynamics 365 Finance and Operations apps

Course Outline

Module 1: Use common functionality and implementation tools

  • Introduction to Dynamics 365 Finance and Operations
  • Basic UI and Navigation
  • Dynamics 365 Finance & Operations Features and Functionality
  • Power Platform tools that work with Finance and Operations apps

Module 2: Configure administrative features and workflows

  • Implementing Security in Finance and Operations Apps
  • Implementing Dynamics 365 Finance and Operations apps workflows and business events
  • Planning and Implementing an organization in Dynamics 365 Finance and Operations
  • Administering Finance and Operations Apps
  • Implement Reporting in Dynamics 365 Finance and Operations

Module 3: Manage Dynamics 365 Finance and Operation data

  • Manage data in Dynamics 365 Finance and Operations apps
  • Plan for Data Migration
  • Introduction to AppSource and ISV solutions
  • Dynamics 365 Finance and Operations integration

Module 4: Validate and support the solution

  • Managing Applications in Dynamics 365 Finance and Operations
  • Implement Lifecycle Services (LCS) tools
  • Testing solutions in Dynamics 365 Finance and Operations apps

Certification

This course is recommended preparation for exam MB-300: Microsoft Dynamics 365: Core Finance and Operations

 

 

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