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

4.7
(4.7)

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.

  • Accredited By : Microsoft Partner Logo
  • Category : Dynamics 365

Course Price : $1095 Per Participant

Course Description

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.
Microsoft Course Microsoft Course
500+

Courses

experience experience
20+

Years of Experience

learners learners
95K+

Global Learners

What you will learn

  • green-tick Use common functionality and implementation tools
  • green-tick Describe uses cases for, and capabilities of, workspaces
  • green-tick Use and personalize operational workspaces
  • green-tick Describe case management
  • green-tick Describe global address book features and their use cases
  • green-tick Identify the inquiry and report types available in a default installation
  • green-tick Describe use cases for the business document management and electronic reporting features
  • green-tick Navigate and efficiently use search filtering and create search queries
  • green-tick Understand and use record templates
  • green-tick Describe use cases for Power Platform apps and services
  • green-tick Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps.
  • green-tick Implement security and segregation of duties
  • green-tick Design and create workflows
  • green-tick Set up and configure legal entities and operating units
  • green-tick Creating Batch Jobs
  • green-tick Create an organization hierarchy and assign purpose
  • green-tick Configure user options
  • green-tick Use Excel Workbook Designer
  • green-tick Use Power Automate flows from Dynamics 365 Finance and Operations
  • green-tick Plan for Data Migration
  • green-tick Manage data and applications in Finance and Operations
  • green-tick Implementing Lifecycle services (LCS) Tools
  • green-tick Testing solutions in Dynamics 365 Finance and Operations apps

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

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.

Microsoft Learning PartnerMicrosoft Learning Partner

Microtek Learning is a Microsoft Certified Partner for Learning Solutions. This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).

Schedules

Oops! For this course, there are currently no public schedules available. Clicking on "Notify Me" will allow you to express your interest.

For dates, times, and location customization of this course, get in touch with us.

You can also speak with a learning consultant by calling 800-961-0337.

Curriculum

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

  • Introduction
  • Managing Applications in Dynamics 365 Finance and Operations
  • Implement Lifecycle Services (LCS) tools
  • Testing solutions in Dynamics 365 Finance and Operations apps
  • Module Summary
  • In this module, you learned how to:

  • Document gaps between existing and desired functionality
  • Determine when to build versus buy
  • Go live process and Fast-Track Go-live processes
  • LCS Tools and Methodologies
  • Business Process Modeler in LCS
  • LCS Search and Service Requests
  • Diagnostics and environment monitoring tools
  • BPM Libraries overview
  • Test cases by using Regression Suite Automation Tool (RSAT) and Azure DevOps.
  • Analyzing performance with trace parser
  • What Exam Do I Need To Get Certified?

    • Exam MB-300

    About the Certifications

    Gaining a MS Certified Dynamics 365 Finance Functional Consultant Associate Certification validates the knowledge and skills to unify global financials and operations and automate workflows and tasks, streamline client ordering, selling, reporting, and invoicing. The associate-level Dynamics 365 financials certification at Microtek Learning validates your knowledge for using common functionality and execution tools, performing data migration, configuring security, procedures, and options, validating, and supporting the end solution.

    It also certifies your skills to set up and configure financial management, managing, and applying common procedures. MB-300 (MS Dynamics 365: Core Finance & Operations) & MB-310 (MS Dynamics 365 Finance) examinations must be passed to obtain the associate-level Dynamics 365 Finance Functional Consultant Associate certification.

    Note: MB-300 is also one of the two exams required for completing the Microsoft Certified: Dynamics 365 Supply Chain Management, Manufacturing Functional Consultant Associate certification.

    Certification Details

    Dynamics 365 Finance Functional Consultant

    Step 1: Review the skills and knowledge required to certify.

    Step 2: Recommended training for Microsoft Certified Dynamics 365 Finance Functional Consultant Associate Certification:

    Step 3: Take this exam and get certified.

    • Exam MB-300
    • Exam MB-310

     

     

    Finance and Operations Apps Developer

    Step 1: Review the skills and knowledge required to certify.

    Step 2: Recommended training for Microsoft Certified Dynamics 365 Finance And Operations Apps Developer Associate Certification:

    Step 3: Take this exam and get certified.

    • Exam MB-300
    • Exam MB-500

     

    Dynamics 365 Supply Chain Management

    Step 1: Review the skills and knowledge required to certify.

    Step 2: Recommended training for Microsoft Certified Dynamics 365 Supply Chain Management Functional Consultant Associate Certification:

    Step 3: Take this exam and get certified.

    • Exam MB-300
    • Exam MB-330

    FAQs

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

    Course Details

    • cert cert-green
      Certification: YES
    • skill skill-green
      Skill Level: Foundation
    • enroll enroll-green
      Enrolled: 1419
    • duration duration green
      Duration: 2 Days

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