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

Course Overview

 

Agenda

1 - Get Started with Dynamics 365 for Finance and Operations

• Introduction
• Industry focus
• Introduction to financial management
• Introduction to employee management
• Introduction to supply chain management
• Module summary

2 - Get Started with Lifecycle Services

• Understand the functionality and tools of Lifecycle Services
• Reuse existing assets, copy and share data
• Understand Task recorder functionality
• Create a business process model
• Run the LCS Issue Search tool and analyze results
• Learn how to use Regression Suite Automation Tool
• Practice Labs
• Module Summary

3 - Use Lifecycle Services to Design and Plan

• Introduction
• Phases of a cloud implementation
• Phases of an on-premises implementation
• Create Functional Design Documents (FDD)
• Module Summary

4 - Overview of Reporting and Analytics

• Understand reports and inquiries
• Learn about Financial reporting
• Configure PowerBI to your instance
• Practice Labs
• Module Summary

5 - Build and Test Mobile Apps

• Overview of Unified Operations mobile app
• Build and use mobile apps
• Practice Lab
• Module Summary

6 - Create, Maintain and Use Workflows

• Workflows for business processes
• Create and setup workflows
• Assign users to workflow touchpoints
• Use Work items
• Practice Lab
• Module Summary

7 - Set Up and Configure Legal Entities

• Create a legal entity and generate number sequences
• Create a number sequence
• Create organization hierarchies
• Apply purposes and policies
• Configure calendars and date intervals
• Practice Labs
• Module summary

8 - Manage Users and Security

• Understand the security architecture
• Manage users and security
• Setup and apply segregation of duties
• Run security reports
• Setup batch jobs and alerts
• Practice labs
• Module summary

9 - Perform Personalization

• Describe and apply user options
• Create, export and import personalizations
• Create and maintain record templates
• Practice labs
• Module summary

10 - Implement Common Integration Features

• Microsoft Office integration
• Configure email
• Create and maintain email templates
• Use Power BI
• Setup network printing
• Integrate data into Common Data Services for Apps
• Practice Labs
• Module summary

11 - Prepare Data for Migration and Migrate Data

• Introduction
• Understand BYOD feature
• Perform a test migration and validate output
• Module summary

12 - Use Data Management

• Introduction
• Understand data management and integration
• Data management workspace
• Templates in data management
• Import, export and copy data into a legal entity
• Practice Labs
• Module summary

13 - Perform User Acceptance Testing

• Introduction
• Create and perform test cases for User Acceptance
• Practice Lab
• Module summary

14 - Prepare to Go Live

• Introduction
• Get ready to go live
• Module summary

15 - Course Conclusion

• Final assessment
• Course summary
• Post-course survey

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
• General knowledge of basic mobile device features and navigation