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

Course Length: 2 Days

Delivered: Virtually

OVERVIEW:

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. This foundational course provides students with the important first steps in automating and modernizing both global financial and supply chain operations. This course may earn a Credly Badge.

COURSE PREREQUISITES:

Before attending this course, you 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

TARGET 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.

COURSE OBJECTIVES:

This course provides the practical knowledge to:

• Navigate and efficiently use search, filtering and queries
• Use operational workspaces
• Work with Business Document Management
• Work with record templates
• Integrate Power BI with Dynamics 365 Finance and Operations apps
• Personalize workspaces
• 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
• Import and export data and manage data by using Office Integration

COURSE CONTENT:

1 - USE COMMON FUNCTIONALITY AND IMPLEMENTATION TOOLS

• Introduction
• Identify and use common Dynamics 365 Finance and Operations apps features and functionality
• Describe use cases for Power Platform apps and services
• Module Summary

2 - CONFIGURE SECURITY, PROCESSES, AND OPTIONS

• Introduction
• Implement security
• Design and create workflows
• Configure Organization administration features
• Configure System administration features
• Module Summary

3 - MANAGE DYNAMICS 365 FINANCE AND OPERATION DATA

• Introduction
• Manage data in Dynamics 365 Finance and Operations apps
• Plan a migration strategy
• Prepare data for migration and migrate data
• Module Summary

4 - VALIDATE AND SUPPORT THE SOLUTION

• Introduction
• Test solutions in Dynamics 365 Finance and Operations apps
• Implement Lifecycle Services tools
• Module Summary