MB-300: Microsoft Dynamics 365: Core Finance and Operations Duration: 2 Days

Course details

Module 1: Introduction to Microsoft Dynamics 365

• 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.

Module 2: Navigate finance and operations apps

• How to navigate in finance and operations apps
• How workspaces drive productivity
• Filtering techniques
• Searching in finance and operations apps
• Comparing views
• The view and edit modes

Module 3: Get started with Dynamics 365 Finance

• The benefits of Dynamics 365 Finance.
• An overview of features in Finance.

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

• 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

Module 5: Get help and learn more about finance and operations apps

• Microsoft Learn documentation
• In-product help
• How to customize help topics
• Protecting the privacy and personal data of your customers

Module 6: Get started with Lifecycle Services for finance and operations apps

• Understand the functionality and tools of Lifecycle Services for finance and operations apps
• Determine licensing requirements
• 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

Module 7: Design and plan an implementation of finance and operations apps

• 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).

Module 8: Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service

• 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.

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

• What the global address book is.
• How the global address book works.
• How to plan for the global address book, and other address books.

Module 10: Plan and implement legal entities in finance and operations apps

• 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.

Module 11: Plan and implement security in finance and operations apps

• 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

Module 12: Set up batch jobs in finance and operations apps

• 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

Module 13: Work with workflows in finance and operations apps

• 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

Module 14: Set up and build mobile experiences for finance and operations apps

• How to implement the components necessary for building mobile experiences
• How to connect to virtual entities to build mobile apps

Module 15: Personalize finance and operations apps

• Describe and apply user options
• Differentiate between customization and personalization
• Create, export, and import personalization
• Create and maintain record templates
• Use Saved views

Module 16: Implement common integration features in finance and operations apps

• 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

Module 17: Feature management in finance and operations apps

• 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.

Module 18: Prepare data for migration to finance and operations apps

• 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.

Module 19: Work with data management in finance and operations apps

• 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.

Module 20: Perform user acceptance testing in finance and operations apps

• 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)

Module 21: Prepare to go-live with finance and operations apps

• 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

Module 22: Work with analytics and reporting in finance and operations apps

• 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

Module 23: Configure electronic reporting in Dynamics 365 Finance

• 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