MB-300: Microsoft Finance and Operations Core. Course MB-300T00

Course description

This course describes the following main features of Dynamics 365: main common features, basic configuration, data migration, and readiness to go live.

Public profile

Consultants (functional and technical) collect and analyze business requirements and translate them into fully effective business processes and solutions that put industry best practices into action. They serve as a key resource in deploying and configuring applications to meet business requirements. Consultants must be able to implement shared features used by Dynamics 365 Finance and Operations apps. They should also understand how Dynamics 365 Finance and Operations apps integrate with external tools and systems, including Microsoft Power Platform. The consultant uses Lifecycle Services (LCS), Azure DevOps, and other Microsoft tools and platforms to facilitate the application lifecycle management (ALM) process. Consultants seek ongoing education by reading product release notes, reviewing product roadmaps, participating in conferences, or through continuous learning through Microsoft Learn, Microsoft Docs, instructor-led courses, blogs, and user communities. They must also undertake role-based assessments and certifications to ensure their knowledge is recognized.

Items in this collection

Introduction to Microsoft Dynamics 365
Navigate Finance and Operations apps
Introduction to Dynamics 365 Finance
Get started with production control in Dynamics 365 Supply Chain Management
Get help and more information about finance and operations apps
Introduction to Lifecycle Services for Finance and Operations applications
Designing and planning a finance and operations application implementation
Translate Dynamics 365 documentation and apps with the Dynamics 365 Translation Service
Plan and configure the global address book in finance and operations applications
Plan and implement legal entities in finance and operations apps
Plan and implement security in finance and operations applications
Configure batch jobs in finance and operations applications
Work with workflows in the finance and operations apps
Design and build mobile apps for finance and operations apps
Customize finance and operations apps
Implement common integration features across finance and operations applications
Feature management in finance and operations apps
Prepare data for migration to finance and operations applications
Work with data management in finance and operations apps
Perform user acceptance testing on finance and operations applications
Prepare for go-live with finance and operations applications
Work with analytics and reports in finance and operations apps
Set up electronic reporting in Dynamics 365 Finance

Course outline

Module 1: Use common functionality and implementation tools
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.

Lesson

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.

Module 2: Configure security, processes, and options
In this module, you will learn how to:

Distinguish between roles, duties, privileges, and permissions.
Apply security roles to users.
Describe segregation of duties.
un 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.

Lesson

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.

Module 3: Manage Dynamics 365 Finance and Operation data
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.

Lesson

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

Module 4: Validate and support the solution
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.

Lesson

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.

Previous requirements

Before attending this course, students must have:

General knowledge of Microsoft Windows.
The ability to use Dynamics 365 for Finance and Operations for basic navigation and processing.
Experience as a functional or technical consultant who has used Dynamics Finance applications to collect and analyze business requirements.
General knowledge of the basic functions of the mobile device and navigation.
The student must be able to take a synchronous and virtual course and communicate feedback in a positive and satisfactory manner.

Language

English course
Labs: English