MB-300T00
Microsoft Dynamics 365: Core Finance and Operations Training
This course covers the following core features in Dynamics 365: core common features, core configuration, data migration, and preparing to go live.
Course Details
Duration
2 days
Prerequisites
- 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
Skills Gained
- 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
Course Outline
- Introduction to Microsoft Dynamics 365
- Navigate finance and operations apps
- Get started with Dynamics 365 Finance
- Get started with production control in Dynamics 365 Supply Chain Management
- Get help and learn more about finance and operations apps
- Get started with Lifecycle Services for finance and operations apps
- Design and plan an implementation of finance and operations apps
- Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service
- Plan and configure the global address book in finance and operations apps
- Plan and implement legal entities in finance and operations apps
- Plan and implement security in finance and operations apps
- Set up batch jobs in finance and operations apps
- Work with workflows in finance and operations apps
- Set up and build mobile experiences for finance and operations apps
- Personalize finance and operations apps
- Implement common integration features in finance and operations apps
- Feature management in finance and operations apps
- Prepare data for migration to finance and operations apps
- Work with data management in finance and operations apps
- Perform user acceptance testing in finance and operations apps
- Prepare to go-live with finance and operations apps
- Work with analytics and reporting in finance and operations apps
- Configure electronic reporting in Dynamics 365 Finance