MB-300T00: 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 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, application and service integrations.

Schedules


Nov 04, 2021
9:00 am - 5:30 pm EST
Online
GTR

Nov 11, 2021
9:00 am - 5:30 pm EST
Online

Nov 18, 2021
9:00 am - 5:30 pm EST
Online
GTR

Nov 25, 2021
9:00 am - 5:30 pm EST
Online

Dec 02, 2021
9:00 am - 5:30 pm EST
Online
GTR

Dec 09, 2021
9:00 am - 5:30 pm EST
Online

Dec 16, 2021
9:00 am - 5:30 pm EST
Online
Request Batch

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

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 expert
  • For Government and Private pricing*
Request Call

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

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
  • 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: Nov 04, 2021
    • Duration: 2 Days
    • Skill Level: Foundation
    • Certification: Yes
    • Enrolled: 1419
    • Price: $1095
    • Download PDF: Click Here
    side post

    Talk to Learning Advisor

    Get In Touch

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