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

This course offers Professional basic skills in which professionals will automate and modernize the business's global financial operations. Professionals will also learn skills to monitor a business's performance in real-time.

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Course Overview

This course is scheduled to retire on February 29, 2024.

This course offers Professional basic skills in which professionals will automate and modernize the business's global financial operations. Professionals will also learn skills to monitor a business's performance in real-time.

After completing this course, the Professional will learn some key skills that include driving strategic financial decisions with AI. Professionals will automate the financial process and reduce the operational expenses of a business.

The Professional will find a job role as a functional consultant. As a functional consultant, a Professional will implement box capabilities, codeless extensibility, and service integration.

This course is based on the course objectives of MB-300T00-A.

Training Exclusives

Live instructor-led interactive sessions with Microsoft Certified Trainers (MCT).
Access to Microsoft Official Courseware (MOC).
Real-time Virtual Lab Environment.
Experience 24*7 Learner Support.
Self-paced learning and flexible schedules.

Mode of Training

🏫 Classroom 💻 Live Online 🧪 Blended 👨‍👩‍👧‍👦 Private Group

What you will learn

Use common functionality and implementation tools
Describe uses 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
Describe use cases for Power Platform apps and services
Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps.
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
Use Power Automate flows from Dynamics 365 Finance and Operations
Plan for Data Migration
Manage data and applications in Finance and Operations
Implementing Lifecycle services (LCS) Tools
Testing solutions in Dynamics 365 Finance and Operations apps

Who Should Attend This Course?

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, and application and service integrations.

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 asynchronous, virtual course and communicate feedback in a positive, constructive manner

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

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.

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

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 including postal code da
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

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