18756 Stone Oak Park Way, Suite200, San Antonio TX 78258 USA
100 Queen St W, Brampton, ON L6X 1A4, Canada
country flagUnited States
share button

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

Category

Dynamics 365

Rating
4.6
(4.6)
Price

$1095

Course Description

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.

Prerequisites for this training

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

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, application and service integrations.

Schedules


Aug 05, 2021
9:00 am - 5:30 pm EST
Online

Aug 12, 2021
9:00 am - 5:30 pm EST
Online

Aug 19, 2021
9:00 am - 5:30 pm EST
Online

Aug 26, 2021
9:00 am - 5:30 pm EST
Online
question-markCan't find the batch you're looking for?

What you will learn

  • 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

With Microtek Learning, you’ll receive:

  • Certified Instructor-led training
  • Industry Best Trainers
  • Official Training Course Student Handbook
  • Pre and Post assessments/evaluations
  • Collaboration with classmates (not available for a self-paced course)
  • Real-world knowledge activities and scenarios
  • Exam scheduling support*
  • Learn and earn program*
  • Practice Tests
  • Knowledge acquisition and exam-oriented
  • Interactive online course.
  • Support from an approved ITIL expert
  • For Government and Private pricing*
*For more details call: +1-800-961-0337 or email: info@microteklearning.com

Our Clients

For many years, Microtek Learning has been helping organizations, leaders, and professionals to reach their maximum performance by addressing the challenges they are facing.

  • 300+ enterprise clients
  • 100,000+ professionals trained
  • Service 70 of the Fortune 100
  • 96% of our clients would recommend us
our clients

Our Awards

our awards

Why Choose Us?

Best price

Best Price in the Industry

You give better value in the marketplace. We will beat it.

trusted-approved

Trusted & Approved

Our courses are accredited by the authorized vendor.

delivery-methods

Many Delivery Methods

Flexible delivery methods are available here.

high-quality-resources

High-Quality Resources

Resources are included for a comprehensive learning experience.

Curriculum

In this module, you will learn how to: • 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. • Work with business document management. • Navigate and efficiently use search filtering and create search queries. • Understand and use record templates. • Describe use cases for Power Platform apps and services. • Identify when to use Power Platform in the Dynamics 365 Finance app. • Integrate Power BI with Dynamics 365 Finance apps.

Lessons

  • 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
  • Lab: Work with an operational workspace

    Lab: Prepare, enable, and use Business document management

    Lab: Perform searches and work with filters

    Lab: Create search queries and save for future use

    Lab: Work with record templates

    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.
  • Work with business document management.
  • Navigate and efficiently use search filtering and create search queries.
  • Understand and use record templates.
  • Describe use cases for Power Platform apps and services.
  • Identify when to use Power Platform in the Dynamics 365 Dynamics 365 Finance app.
  • Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps.
  • In this module, you will learn how to: • Distinguish between roles, duties, privileges, and permissions. • Apply security roles to users. • Describe segregation of duties. • Run and analyze security reports. • Create and use workflow for approval. • Configure workflow properties and elements. • Set up and configure legal entities and operating units. • Configure and troubleshoot number sequences. • Create an organization hierarchy and assign purpose. • Describe and apply user options. • Configure document handling for attachments. • Configure print management and form setup features. • Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in. • Configure email (SMTP/Exchange). • Create and maintain email templates. • Use the personalization feature. • Set up and monitor batch jobs and alerts.

    Lessons

  • Introduction
  • Implement security
  • Design and create workflows
  • Configure Organization administration features
  • Configure System administration features
  • Module Summary
  • Lab: Create users and assign security roles

    Lab: Set up segregation of duties

    Lab: Run a security report and analyze the output

    Lab: Create a purchase requisition workflow

    Lab: Configure a new legal entity

    Lab: Create an operating unit

    Lab: Set up number sequences

    Lab: Create an Organization Hierarchy and assign purpose

    Lab: Use Excel workbook designer

    Lab: Create a batch job

    You have learned how to:

  • Distinguish between roles, duties, privileges, and permissions.
  • Apply security roles to users.
  • Describe segregation of duties.
  • Run and analyze security reports.
  • Create and use workflow for approval.
  • Configure workflow properties and elements.
  • Set up and configure legal entities and operating units.
  • Configure and troubleshoot number sequences.
  • Create an organization hierarchy and assign purpose.
  • Describe and apply user options.
  • Configure document handling for attachments.
  • Configure print management and form setup features.
  • Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add
  • Configure email (SMTP/Exchange).
  • Create and maintain email templates.
  • Use personalization feature.
  • Set up and monitor batch jobs and alerts.
  • In this module, you will learn how to: • Manage data in Dynamics 365 Finance and Operations apps. • Describe Data management concepts. • Understand the Data management workspace overview. • Work with templates in the Data management workspace. • Prepare data for import or create all necessary startup data including postal code data, customers, vendors, and products. • Describe use cases for and types of data entities. • Export data from a legal entity. • Import data into a legal entity. • Copy configuration data between companies or legal entities by using the data management framework. • Describe use cases for the dual-write feature. • Plan a migration strategy. • Identify common migration scenarios and tools in Dynamics 365 Finance and Operations apps. • Determine the scope for a migration. • Identify relevant data entities and elements based on given scenarios. • Establish migration strategy processes including migration scope. • Prepare data for migration and migrate data. • Create a checklist for proper planning for a given scenario prior to data migration. • Identify and extract source data. • Identify available data types for creating source data on a given scenario for data migration. • Generate field mapping between source and target data structures. • Import or export data by using the data management framework. • Support the transition between the existing and migrated systems. • Perform a test migration and validate output from the process. • Implement data task automation.

    Lessons

  • Introduction
  • Manage data in Dynamics 365 Finance and Operations apps
  • Plan a migration strategy
  • Prepare data for migration and migrate data
  • Module Summary
  • Lab: Work with templates in the Data management workspace

    Lab: Export and import data

    Lab: Copy configuration data between legal entities

    In this module, you learned how to:

  • Manage data in Dynamics 365 Finance and Operations apps.
  • Describe Data management concepts.
  • Understand the Data management workspace overview.
  • Work with templates in the Data management workspace.
  • Prepare data for import or create all necessary startup data including postal code data, customers
  • Describe use cases for and types of data entities.
  • Export data from a legal entity.
  • Import data into a legal entity.
  • Copy configuration data between companies or legal entities by using the data management framework
  • Describe use cases for the dual-write feature.
  • Plan a migration strategy.
  • Identify common migration scenarios and tools in Finance and Operations apps.
  • Determine the scope for a migration.
  • Identify relevant data entities and elements based on given scenarios.
  • Establish migration strategy processes including migration scope.
  • Prepare data for migration and migrate data
  • Create a checklist for proper planning for a given scenario prior to data migration.
  • Identify and extract source data.
  • Identify available data types for creating source data on a given scenario for data migration.
  • Generate field mapping between source and target data structures.
  • Import or export data by using the data management framework.
  • Support the transition between the existing and migrated systems.
  • Perform a test migration and validate output from the process.
  • Implement data task automation.
  • In this module, you will learn how to: • Describe the correlation between test cases and business requirements. • Use best practices for recording test cases. • Use Task recorder. • Create a scenario for acceptance testing and save in a Business process modeler (BPM) library. • Sync and configure your test plan in Azure DevOps. • Execute your tests. • Use Regression suite automation tool (RSAT). • Create user acceptance tests (UAT) and test plans. • Create and work with BPM. • Use Issue search.

    Lessons

  • Introduction
  • Test solutions in Dynamics 365 Finance and Operations apps
  • Implement Lifecycle Services tools
  • Module Summary
  • In this module, you learned how to:

  • Under stand the correlation between test cases and business requirements
  • Build test cases to test business functionality without the need to be a developer
  • Use the Task recorder functionality to create a business process model in Lifecycle Services
  • Identify any missing functionality by identifying and analyzing gaps using the BPM
  • Use the Regression suite automation tool (RSAT)
  • Understand what the FastTrack Go-live assessment is
  • How to assist the customer to request the production environment.
  • FAQs

    Yes, this training is part of multiple Dynamic 365 certification. See certification here.

    REVIEWS ON OUR POPULAR COURSES

    male

    I was sceptical at first whether to enrol with Microtek Learning or not, however, I am glad that I did- I got everything that was promised (maybe more). The trainer was very patient and knowledgeable and with his effort and mine, I was able to clear the exam with ease! Keep up the good work everyone.

    MARTIN

    TORONTO, CANADA

    • (5)
    male

    I'm really impressed with the storytelling skills of the instructor. She makes the session exciting by keeping things simple and easy to understand.

    Prince N.

    Texas

    • (5)
    male

    I was recommended the ITIL 4 Foundation course by an IT professional who had completed the same course at Microtek Learning. The training gave me a thorough understanding of service management that I felt I could take back to my job as an IT Project Management and apply it to improve the value of products and services.

    Marsh George

    Texas

    • (5)
    Accredited By

    Course Details

    • Start Date: Aug 05, 2021
    • Duration: 2 Days
    • Skill Level: Foundation
    • Certification: YES
    • Enrolled: 1419
    • Price: $1095
    side post

    Talk to Learning Advisor

    Get In Touch

    * I authorize Microtek Learning to contact me via Phone/Email