Microsoft Dynamics 365 Core Finance and Operations Training (MB-300)

Course 8558

  • Duration: 2 days
  • Exam Voucher: Yes
  • Language: English
  • Level: Foundation

This course discusses core components of Microsoft Dynamics 365 for Finance and Operations, including how to configure core components of Microsoft Dynamics 365 for Finance and Operations and data migration and go-live preparation.

Microsoft Dynamics 365 Core Finance and Operations Training (MB-300) Delivery Methods

  • Microsoft Official Course content

Microsoft Dynamics 365 Core Finance and Operations Training (MB-300) Course Benefits

In this course, you will learn how to:

  • Navigate and efficiently use search, filtering and queries. 
  • Use operational workspaces. 
  • Work with Business Document Management. 
  • Work with record templates. 
  • Integrate Power BI with Dynamics 365 Finance and Operations apps. 
  • Personalize workspaces. 
  • Identify when to use Power Platform in Dynamics 365 Finance and Operations app. 
  • Apply security roles to users. 
  • Run and analyze security reports. 
  • Create and use workflow for approval. 
  • Work with Organization Hierarchy and its purposes. 
  • Use the personalization feature. 
  • Use Data Management Workspace. 
  • Create and use 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. 

Prerequisites

Before attending this course, students must have:

  • A basic understanding of ERP, CRM concepts.
  • 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.

Certification Information

This course helps prepare you for the Dynamics 365 Finance Functional Consultant Associate certification path.

Microsoft Dynamics 365 Core Finance and Operations Course Outline

In this module, you will learn how to: 

  • Use standard 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 business document management and electronic reporting features. 
  • Work with business document management. 
  • Navigate and efficiently use search filtering and create search queries. 
  • Understand and use record templates. 
  • Describe use cases for Power Platform apps and services. 
  • Identify when to use Power Platform in the Dynamics 365 Finance app. 
  • Integrate Power BI with Dynamics 365 Finance apps. 

Lessons 

  • Introduction 
  • Identify and use joint Dynamics 365 Finance and Operations app features and functionality. 
  • Describe use cases for Power Platform apps and services 
  • Module Summary 

Lab: Work with an operational workspace 

Lab: Prepare, enable, and use Business document management 

Lab: Perform searches and work with filters 

Lab: Create search queries and save them for future use 

Lab: Work with record templates 

You have learned how to: 

  • Use standard 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 business document management and electronic reporting features. 
  • Work with business document management. 
  • Navigate and efficiently use search filtering and create search queries. 
  • Understand and use record templates. 
  • Describe use cases for Power Platform apps and services. 
  • Identify when to use Power Platform in the Dynamics 365 Finance app. 
  • Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps. 

In this module, you will learn how to: 

  • Distinguish between roles, duties, privileges, and permissions. 
  • Apply security roles to users. 
  • Describe the segregation of duties. 
  • Run and analyze security reports. 
  • Create and use workflow for approval. 
  • Configure workflow properties and elements. 
  • Set up and configure legal entities and operating units. 
  • Configure and troubleshoot number sequences. 
  • Create an organization hierarchy and assign a purpose. 
  • Describe and apply user options. 
  • Configure document handling for attachments. 
  • Configure print management and form setup features. 
  • Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in. 
  • Configure email (SMTP/Exchange). 
  • Create and maintain email templates. 
  • Use the personalization feature. 
  • Set up and monitor batch jobs and alerts. 

Lessons 

  • Introduction 
  • Implement security 
  • Design and create workflows 
  • Configure Organization administration features 
  • Configure System administration features 
  • Module Summary 

Lab: Create users and assign security roles 

Lab: Set up segregation of duties 

Lab: Run a security report and analyze the output 

Lab: Create a purchase requisition workflow 

Lab: Configure a new legal entity 

Lab: Create an operating unit 

Lab: Set up number sequences 

Lab: Create an Organization Hierarchy and assign a purpose 

Lab: Use Excel workbook designer 

Lab: Create a batch job   

You have learned how to: 

  • Distinguish between roles, duties, privileges, and permissions. 
  • Apply security roles to users. 
  • Describe the segregation of duties. 
  • Run and analyze security reports. 
  • Create and use workflow for approval. 
  • Configure workflow properties and elements. 
  • Set up and configure legal entities and operating units. 
  • Configure and troubleshoot number sequences. 
  • Create an organization hierarchy and assign a purpose. 
  • Describe and apply user options. 
  • Configure document handling for attachments. 
  • Configure print management and form setup features. 
  • Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add. 
  • Configure email (SMTP/Exchange). 
  • Create and maintain email templates. 
  • Use the personalization feature. 
  • Set up and monitor batch jobs and alerts. 

In this module, you will learn how to: 

  • Manage data in Dynamics 365 Finance and Operations apps. 
  • Describe Data management concepts. 
  • Understand the Data management workspace overview. 
  • Work with templates in the Data management workspace. 
  • Prepare data for import or create all necessary startup data, including postal code data, customers, vendors, and products. 
  • Describe use cases for and types of data entities. 
  • Export data from a legal entity. 
  • Import data into a legal entity. 
  • Copy configuration data between companies or legal entities using the data management framework. 
  • Describe use cases for the dual-write feature. 
  • Plan a migration strategy. 
  • Identify common migration scenarios and tools in Dynamics 365 Finance and Operations apps. 
  • Determine the scope for migration. 
  • Identify relevant data entities and elements based on given scenarios. 
  • Establish migration strategy processes, including migration scope. 
  • Prepare data for migration and migrate data. 
  • Create a checklist for properly planning a given scenario before data migration. 
  • Identify and extract source data. 
  • Identify available data types for creating source data on a given scenario for data migration. 
  • Generate field mapping between source and target data structures. 
  • Import or export data by using the data management framework. 
  • Support the transition between the existing and migrated systems. 
  • Perform a test migration and validate the output from the process. 
  • Implement data task automation. 

Lessons 

  • Introduction 
  • Manage data in Dynamics 365 Finance and Operations apps 
  • Plan a migration strategy 
  • Prepare data for migration and migrate data 
  • Module Summary 

Lab: Work with templates in the Data management workspace 

Lab: Export and import data 

Lab: Copy configuration data between legal entities 

In this module, you learned how to: 

  • Manage data in Dynamics 365 Finance and Operations apps. 
  • Describe Data management concepts. 
  • Understand the Data management workspace overview. 
  • Work with templates in the Data management workspace. 
  • Prepare data for import or create all necessary startup data and customers, including postal code data. 
  • Describe use cases for and types of data entities. 
  • Export data from a legal entity. 
  • Import data into a legal entity. 
  • Copy configuration data between companies or legal entities by using the data management framework 
  • Describe use cases for the dual-write feature. 
  • Plan a migration strategy. 
  • Identify common migration scenarios and tools in Finance and Operations apps. 
  • Determine the scope for migration. 
  • Identify relevant data entities and elements based on given scenarios. 
  • Establish migration strategy processes, including migration scope. 
  • Prepare data for migration and migrate data. 
  • Create a checklist for properly planning a given scenario before data migration. 
  • Identify and extract source data. 
  • Identify available data types for creating source data on a given scenario for data migration. 
  • Generate field mapping between source and target data structures. 
  • Import or export data by using the data management framework. 
  • Support the transition between the existing and migrated systems. 
  • Perform a test migration and validate the output from the process. 
  • Implement data task automation. 

In this module, you will learn how to: 

  • Describe the correlation between test cases and business requirements. 
  • Use best practices for recording test cases. 
  • Use a Task recorder. 
  • Create a scenario for acceptance testing and save it in a Business process modeler (BPM) library. 
  • Sync and configure your test plan in Azure DevOps. 
  • Execute your tests. 
  • Use the Regression suite automation tool (RSAT). 
  • Create user acceptance tests (UAT) and test plans. 
  • Create and work with BPM. 
  • Use Issue search. 

Lessons 

  • Introduction 
  • Test solutions in Dynamics 365 Finance and Operations apps 
  • Implement Lifecycle Services tools 
  • Module Summary 

In this module, you learned how to: 

  • Understand the correlation between test cases and business requirements 
  • Build test cases to test business functionality without the need to be a developer 
  • Use the Task recorder functionality to create a business process model in Lifecycle Services 
  • Identify any missing functionality by identifying and analyzing gaps using the BPM 
  • Use the Regression suite automation tool (RSAT) 
  • Understand what the FastTrack Go-live assessment is 
  • How to assist the customer in requesting the production environment 

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MB-300 Course FAQs

A Dynamics 365 for Finance and Operations Functional Consultant performs discovery, captures requirements, engages subject matter experts and stakeholders, translates requirements, and configures the solution and applications. The Functional Consultant implements a solution using out-of-the-box capabilities, codeless extensibility, and application and service integrations.

Yes, this course is part of multiple certification paths within Dynamics. See Dynamics Certification paths here.

Please reach out to info@learningtree.com after your course to obtain your exam voucher.
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