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

Overview

Duration: 2 days

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.

Objectives

  • 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

Audience

A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.

Content

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

You have learned how 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

You have learned how 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

In this module, you learned how 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

In this module, you learned how 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

Prerequisites

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

Certification

Microsoft Certified: Dynamics 365 Supply Chain Management, Manufacturing Functional Consultant

Associate Microsoft Certified: Dynamics 365 Commerce Functional Consultant Associate

Schedule

Scheduled DateCountryLocationFeesRegister
2021-11-17 - 2021-11-18 India Virtual ILT INR 30000
2021-12-22 - 2021-12-23 Malaysia Kuala Lumpur MYR 2100
2021-12-22 - 2021-12-23 Malaysia Virtual ILT MYR 2100
2021-12-01 - 2021-12-02 Thailand Virtual ILT THB 8000
2021-11-02 - 2021-11-03 Sri Lanka Virtual ILT USD 300



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