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