MB-300T00: Microsoft Dynamics 365: Core Finance and Operations

Name: MB-300T00: Microsoft Dynamics 365: Core Finance and Operations
Brand: Microsoft

RM2,200.00

Microsoft Dynamics 365 for Operations provides manufacturers a solution that is architected with flexibility and change in mind, built with operational excellence at its core, and focused on allowing you to drive innovation and be the market leader.

Training Duration: 2 Days

Certificate Of Completion Available
Group Private Class
VILT Class Available
SBL-Khas Claimable

Dynamics 365 Finance and Operations apps include, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance helps you to:

Automate and modernize your global financial operations.

Monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth.

Drive strategic financial decisions with artificial intelligence (AI), unify and automate your financial processes, reduce operational expenses, and decrease global financial complexity and risk.

Dynamics 365 Supply Chain Management helps you to:

Transform your manufacturing and supply chain operations.

Use predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management.

Maximize operational efficiency, product quality, and profitability.

Innovate with intelligent manufacturing operations, modernize warehouse management, optimize production performance, maximize the life of your assets, and automate and streamline your supply chain.
How to navigate and efficiently use search, filtering and queries

How to use operational workspaces

Work with Business Document Management

Work with record templates

Integrate Power BI with Dynamics 365 Finance and Operations apps

How to personalize workspaces

Identify when to use Power Platform in Dynamics 365 Finance and Operations app.

How to apply security roles to users

Run and analyze security reports

Create and use workflow for approval

Work with Organization Hierarchy and its purposes.

How to use personalization feature

Use Data Management workspace

Create and use and entity templates

Copy configuration data between legal entities

Import and Export data and manage data by using Office Integration

Use Regression Suite Automation Tool (RSAT)

Create User acceptance Tests (UAT) and test plans

Create and work with Business Process Modeler (BPM)

Understand how to use Issue search
Before attending this course, students must have:

General knowledge of Microsoft Windows

The ability to use Dynamics 365 for Finance and Operations for basic processing

General knowledge of basic mobile device features and navigation

The following Dynamics 365 Fundamental courses will provide the necessary pre-requisite knowledge to attend this course:

MB-910T00: Microsoft Certified: Dynamics 365 Fundamentals (CRM)

MB-920T00: Microsoft Dynamics 365 Fundamentals (ERP)
Module 1: Use common functionality and implementation tools
In this module, you will learn get an introduction to Dynamics 365 Finance and Operations by learning Basic UI and Navigation. Students will also work with Power Platform tools that work with Finance and Operations apps.

Lessons

Introduction

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 Summary

Lab : Work with operational workspaces

Lab : Perform Searches and Work with Filters

Lab : Create search queries and save for future use

Lab : Work with record templates

Lab : Prepare, enable, and use business document management

Lab : Work with Saved Views

Lab : Setup Number Sequences

Lab : Configuring Address Books

Lab : Work with Operational Workspaces

After completing this module, students will be able to:

Use common functionality and implementation tools .

Describe use 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.

The Finance and Operations apps available for different business processes

Describe use cases for Power Platform apps and services.

Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps.

Module 2: Configure administrative features and workflows
In this module, you will learn how to Implement Security in Finance and Operations Apps while also implementing workflows and business events. Students will Administer Finance and Operations Apps and implement reporting.

Lessons

Introduction

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 Summary

Lab : Create a Batch job

Lab : Create an organization hierarchy

Lab : Create an operating unit

Lab : Configure a new legal entity

Lab : Create a purchase requisition workflow

Lab : Run a security report and analyze the outputs

Lab : Set up segregation of duties

Lab : Create users and assign security roles

After completing this module, students will be able to:

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

Configure email (SMTP/Exchange)

Create and maintain email templates

Use Power Automate flows from Dynamics 365 Finance and Operations

Module 3: Manage Dynamics 365 Finance and Operation data
In this module, you will learn how to Manage Finance and Operations data by planning for Data Migrations and work with apps with integrate with Finance and Operations apps.

Lessons

Introduction

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 Summary

Lab : Work with templates in the Data management workspace

Lab : Export and import data

Lab : Copy configuration data between legal entities

Lab : Use the Excel Workbook designer

After completing this module, students will be able to:

Describe Data management concepts.

Configuration data templates.

Identify relevant data entities and elements based on given scenarios.

Describe use cases for and types of data entities.

Create a template by using the Excel Workbook Designer.

Describe use cases for the dual-write feature.

Discuss how to prepare data for import or create all necessary startup data.

Import or export data by using the data management framework.

Copy configuration data between companies or legal entities by using the data management framework.

Dynamics 365 Finance and Operations integration.

Module 4: Validate and support the solution
In this module, you will learn how to manage applications and test solutions in Dynamics 365 Finance and Operations and Implement Lifecycle services (LCS) Tools.

Lessons

Introduction

Managing Applications in Dynamics 365 Finance and Operations

Implement Lifecycle Services (LCS) tools

Testing solutions in Dynamics 365 Finance and Operations apps

Module Summary

After completing this module, students will be able to:

Document gaps between existing and desired functionality

Determine when to build versus buy

Go live process and Fast-Track Go-live processes

LCS Tools and Methodologies

Business Process Modeler in LCS

LCS Search and Service Requests

Diagnostics and environment monitoring tools

BPM Libraries overview

Test cases by using Regression Suite Automation Tool (RSAT) and Azure DevOps.

Analyzing performance with trace parser
MB-310T00: Microsoft Dynamics 365 Finance

This course covers the financial aspects of Dynamics 365: configure and use essential financial components, accounts payable, accounts receivable, collections, budgeting, fixed assets, and additional functionality.

MB-500T00: Microsoft Dynamics 365: Finance and Operations Apps Developer

Microsoft Dynamics 365 Finance and Operations Apps Developers implement and extend applications to meet the requirements of the business. Candidates provide fully realized solutions by using standardized application coding patterns, extensible features, and external integrations.
This MB-300T00: Microsoft Dynamics 365: Core Finance and Operations course prepares learners for the Microsoft Certified: Dynamics 365 Supply Chain Management, Manufacturing Functional Consultant AssociateMicrosoft Certified: Dynamics 365 Commerce Functional Consultant Associate certification.

The MB-300 exam measures your ability to accomplish 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.

Skills measured

Describe finance and operations apps, and extend apps by using Microsoft Power Platform technologies (20–25%)

Configure administrative features and workflows (30–35%)

Manage finance and operations data (20–25%)

Validate and support solutions (15–20%)

MB-300T00: Microsoft Dynamics 365: Core Finance and Operations

WHAT WILL YOU LEARN

OBJECTIVES

PREREQUISITES

AUDIENCE

COURSE MODULE

Recommended Courses Upon Completion

Certification Guide

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