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.
Before attending this course, students must have:
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.
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Flexible delivery methods are available here.
Resources are included for a comprehensive learning experience.
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.
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:
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.
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:
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.
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:
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.
In this module, you learned how to: