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

This course covers the following core features in Dynamics 365: core common features, core configuration, data migration, and preparing to go live.

Code: mb-300t00

Duration: 2.0 days

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Objectives

  • Explore Dynamics 365 applications.
  • Discover business value in Dynamics 365 applications and how they support digital transformation.
  • Learn about the role of artificial intelligence and mixed reality in Dynamics 365.
  • How workspaces drive productivity
  • Filtering techniques
  • Searching in finance and operations apps
  • Comparing views
  • The view and edit modes
  • The benefits of Dynamics 365 Finance.
  • An overview of features in Finance.
  • Discrete, lean, and process manufacturing methodologies
  • Unified manufacturing
  • How to configure production control for unified manufacturing
  • Capacity planning
  • Integration between the General ledger and the Production control modules
  • Production pools
  • How to work with allocation keys
  • IoT intelligence and insights in Supply Chain Management
  • Microsoft Learn documentation
  • In-product help
  • How to customize help topics
  • Protecting the privacy and personal data of your customers
  • Understand the functionality and tools of Lifecycle Services for finance and operations apps
  • Reuse existing assets, copy and share data
  • Understand Task recorder functionality
  • Create a business process model
  • Identify and analyze gaps using the Business Process Modeler
  • Run the Issue Search tool and analyze results
  • Prepare documentation for gathered requirements by using methodologies in Lifecycle Services.
  • Define use case scenarios.
  • Learn how to participate in the creation of Business requirement documents (BRD).
  • Understand the importance of creating and maintaining documented processes.
  • Participate in phase-based planning processes and solution design.
  • Describe the future state business processes based on a proposed solution.
  • Determine when to build versus buy.
  • Create Functional Design Documents (FDD).
  • Learn about the functionality and features of Dynamics 365 Translation Service.
  • Submit translation requests for user interface and documentation files of supported Dynamics 365 products.
  • Review and edit a translation request's output to regenerate new translations.
  • Use the Align tool to create translation memory for future translation requests.
  • What the global address book is.
  • How the global address book works.
  • How to plan for the global address book, and other address books.
  • Create a legal entity and generate number sequences.
  • Create a number sequence.
  • Create organization hierarchies.
  • Assign purposes and policies to hierarchies.
  • Configure calendars and date intervals.
  • Understand security architecture of finance and operations apps
  • Learn about encryption in finance and operations apps
  • Manage users
  • Manage security
  • Apply segregation of duties
  • Run security reports
  • Stay compliant with user licensing requirements
  • Batch processing
  • Batch processing and batch servers
  • Planning for batch server topology
  • Planning for batch server management
  • Batch processing of reports
  • Copying a batch job
  • Active batch periods
  • Batch job manager security role
  • The Run by feature
  • How to unlock a journal
  • Use the workflow architecture, elements, and actions
  • Create and set up workflows
  • Configure workflow properties
  • Configure a manual task in a workflow
  • Configure an automated task in a workflow
  • Configure an approval process in a workflow
  • Assign users to workflow elements
  • Configure an approval step in a workflow
  • Use work items functionality
  • The Microsoft Dynamics 365 Unified Operations mobile app
  • Use cases for mobile apps
  • How to build and work with workspaces
  • Describe and apply user options
  • Differentiate between customization and personalization
  • Create, export, and import personalization
  • Create and maintain record templates
  • Use Saved views
  • Perform Microsoft Office integration in finance and operations apps
  • Configure email (SMTP/Exchange)
  • Create and maintain email templates
  • Set up network printing
  • Set up and enable Power BI
  • Integrate data from multiple sources into Microsoft Dataverse
  • Learn about the Feature management workspace in finance and operations apps.
  • Discover when and how to enable features, including how to disable and reschedule features.
  • Learn how to check for feature updates and assign roles.
  • Choose a data integration (import/export) strategy.
  • Identify common migration scenarios and tools in finance and operations apps.
  • Understand the Bring your own database (BYOD) feature.
  • Identify relevant (legacy) systems.
  • Identify and import static data that is common between industries.
  • Create and review test plans for data migration.
  • Identify and extract source data.
  • Identify relevant data entities and elements.
  • Generate field mapping between source and target data structures.
  • Test a data migration and validate output.
  • Support the transition between the existing and migrated systems.
  • Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities.
  • Work with the Data management workspace.
  • Export data from a legal entity.
  • Import data into a legal entity.
  • Work with data import and export jobs.
  • Clean up the staging tables.
  • Work with database movement operations.
  • Work with the data sharing framework.
  • Test cases and business requirements
  • Best practices for recording test cases
  • Task recorder
  • How to create a BPM library
  • How to synchronize and configure your test plan in Azure DevOps
  • How to run test cases manually and automatically
  • The Regression suite automation tool (RSAT)
  • Prepare for go-live
  • Complete the Microsoft Dynamics Lifecycle Services methodology
  • Perform User acceptance testing (UAT) for your solution
  • Understand the FastTrack Go-live assessment
  • Request the production environment
  • Different types of reports and inquiries in finance and operations apps
  • Financial reporting
  • Configuring finance and operations apps for Microsoft Power Platform
  • Generating and consuming inquiries and reports
  • Configure electronic reporting
  • Use barcode data sources to generate bar code images
  • Add a new electronic reporting provider and mark it as active
  • Generate an electronic document in a specific format
  • Create electronic reporting configurations

Content

1. Introduction to Microsoft Dynamics 365

Dynamics 365 revolutionizes CRM and ERP by applying intelligence to all forms of data. It enables organizations to evolve from reactive business decisions to proactive insights that allow your employees to accelerate business results.

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2. Navigate finance and operations apps

Learn how to find your way around finance and operations apps and quickly locate what you need.

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3. Get started with Dynamics 365 Finance

Dynamics 365 Finance empowers business users to adapt to rapidly changing business environments. It provides businesses everything they need to control finances and manage funds with accurate information for financial planning and forecasting, and helps them stay up to date with analytics tools. Because finance is the core of any business, it's important to be acquainted with the capabilities of Dynamics 365 Finance.

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4. Get started with production control in Dynamics 365 Supply Chain Management

The life cycle of production begins with the creation of the production order, batch order, or kanban. It ends with a finished, manufactured item that is ready for either a customer or another phase of production. Each step in the life cycle requires different kinds of information to complete the process. As each step is completed, the production order, batch order, or kanban shows a change in the production status. Different types of products require different manufacturing processes.

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5. Get help and learn more about finance and operations apps

Learn how to get help and find out more about finance and operations apps.

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6. Get started with Lifecycle Services for finance and operations apps

To install and maintain finance and operations apps in the Microsoft Azure cloud or on-premises, you must use Microsoft Dynamics Lifecycle Services to manage the process. Let's get started by looking at the overall functionality and tools.

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7. Design and plan an implementation of finance and operations apps

With proper planning, your finance and operations apps implementation will be a success. After a customer signs the agreements to purchase licenses for finance and operations apps, your job as a functional consultant starts by managing the application lifecycle and moving toward predictable, repeatable, high-quality implementation.

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8. Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service

Translate your Microsoft Dynamics 365 solutions and documentation, or add language support for existing Dynamics 365 products by using Microsoft Dynamics 365 Translation Service through Microsoft Dynamics Lifecycle Services.

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9. Plan and configure the global address book in finance and operations apps

The global address book (GAB) is a centralized repository for master data that must be stored for all internal and external persons and organizations that a company interacts with. When an address changes, the update only needs to be made in one place. All the other associated records are updated automatically.

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10. Plan and implement legal entities in finance and operations apps

A legal entity is an organization that is identified through registration with a legal authority. Legal entities can enter into contracts and are required to prepare statements that report on their performance. You must plan and configure your organization and create legal entities as one of the first steps of implementing finance and operations apps.

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11. Plan and implement security in finance and operations apps

If you understand the security architecture of finance and operations apps, you can customize it to fit the requirements of your business. finance and operations apps, helps keep your sensitive data safe, and users focused on their roles.

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12. Set up batch jobs in finance and operations apps

By using batch jobs, you can avoid slowing down your computer or the server during typical working hours. You can run many tasks in finance and operations apps as part of batch jobs. For example, batch jobs can include tasks for printing reports, performing maintenance, or sending electronic documents.

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13. Work with workflows in finance and operations apps

Some organizations require that specific processes are approved by a user other than the person who enters the record. These workflow processes might require manual approval, workflow approval, or no approval.

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14. Design and build mobile apps for finance and operations apps

We live in a digital age, and it's difficult to imagine a day without smart devices. You use mobile apps almost every day for your social engagements, online banking, and for booking hotels, flights, and rental cars. With this in mind, it seems only natural that you can use finance and operations apps on your smart device.

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15. Personalize finance and operations apps

By personalizing the user interface in finance and operations apps, you can empower employees of an organization to work more efficiently. Personalization helps department managers to enforce a specific user interface for their staff without a need for customization.

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16. Implement common integration features in finance and operations apps

Microsoft Excel is integrated with finance and operations apps. This allows you to pull the data right from finance and operations apps, manipulate the data in Excel, and save it back to finance and operations apps. You will also learn how to set up email processing parameters, and integrate with PowerBI.com and Microsoft Dataverse.

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17. Feature management in finance and operations apps

Features are added and updated in every release. The Feature management experience provides a workspace where you can view a list of features that have been delivered in each release. Then, you can use the workspace to view feature documentation and to enable or disable features.

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18. Prepare data for migration to finance and operations apps

When it is time to migrate data, the more you know, the easier it is to control operational complexity and reduce costs. Your customer's business continuity must be your priority. Learn how to prepare data for migration, by using the data management framework to manage data entities and data entity packages in finance and operations apps.

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19. Work with data management in finance and operations apps

You can export or import data in finance and operations apps by using the Data management workspace. Validate the data by staging the source data, and then move it to the target tables in the finance and operations apps database.

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20. Perform user acceptance testing in finance and operations apps

After all customer requirements have been handled by either configuration, customization, and integration, you need to know how to perform user acceptance testing (UAT) in finance and operations apps to validate the solution. User acceptance testing is an important step in the go-live preparation. You can perform automated tests by using the Regression suite automation tool (RSAT).

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21. Prepare to go-live with finance and operations apps

All your hard work becomes a success by moving the implemented solution in finance and operations apps to the production environment. You want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go-live. Learn how to prepare to go live with a finance and operations apps project by using Microsoft Dynamics Lifecycle Services.

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22. Work with analytics and reporting in finance and operations apps

Business leaders can make important decisions in their company if they have accurate insight into the underlying financial and operational data. Without data visibility, business leaders are challenged with a nearly impossible task. By using analytics and reporting in finance and operations apps, you can empower every business user, depending on their security rights, to get the insights they need to make those important decisions.

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23. Configure electronic reporting in Dynamics 365 Finance

Instead of extending the code for Dynamics 365 Finance to meet regulatory features and compliance for different countries or regions, a business user can configure and use the electronic reporting tool without a single line of code. For example, you can adopt new regulatory requirements and generate business documents in the required format to electronically exchange information with government bodies, banks, and other parties.

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Audience

Consultants (functional and technical) gather and analyze business requirements and translate those requirements into fully realized business processes and solutions that implement industry recommended practices. They serve as a key resource in implementing and configuring apps to meet business requirements. Consultants should be able to implement core components and features of Dynamics 365 Finance and Operations apps. They should also have awareness of how Dynamics 365 Finance and Operations apps integrate with external systems and tools including Power Platform. The consultant uses Lifecycle Services (LCS), Azure DevOps, and other Microsoft tools and platforms to facilitate the application lifecycle management (ALM) process. Consultants pursue continuous education by reading the product release notes, reviewing product roadmaps, participating in conferences, or continue learning by using Microsoft Learn, Microsoft Docs, instructor-led training, blogs, and user communities. They should also pursue role-base certifications and assessments to ensure their knowledge is recognized.

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 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
  • The student should be able to take a synchronous, virtual course and communicate feedback in a positive, constructive manner

Certification

product-certification

Skills Measured

  • Describe the finance and operations apps, and extend apps by using Microsoft Power Platform technologies (20–25%)
  • Configure administrative features and workflows (30–35%)
  • Manage finance and operations data (20–25%)
  • Validate and support solutions (15–20%)

Course Benefits

product-benefits
  • Career growth
  • Broad Career opportunities
  • Worldwide recognition from leaders
  • Up-to Date technical skills
  • Popular Certification Badges

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