We provide virtual course about MB-300: Microsoft Dynamics 365: Core Finance and Operations. Audience: Functional and technical consultants that gather and analyze business requirements and translate those requirements into fully realized business processes and solutions.
Content:
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.
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
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
Target 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
Language:
• English course documentation, english speaking instructor
Certification:
There is no certification related to this course