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Microsoft

Course MB-300T00: Microsoft Finance and Operations Core

  • Duration: 2 days
  • Job Role: Functional Consultant
  • Exam: MB-300

Course MB-300T00: Microsoft Finance and Operations Core

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Dynamics 365 Finance and Operations apps include, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance helps you to: Automate and modernize your global financial operations. Monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth. Drive strategic financial decisions with artificial intelligence (AI), unify and automate your financial processes, reduce operational expenses, and decrease global financial complexity and risk. Dynamics 365 Supply Chain Management helps you to: Transform your manufacturing and supply chain operations. Use predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management. Maximize operational efficiency, product quality, and profitability. Innovate with intelligent manufacturing operations, modernize warehouse management, optimize production performance, maximize the life of your assets, and automate and streamline your supply chain. Note: For more information, please refer to https://docs.microsoft.com/learn/paths/get-started-finance-operations/ In this module, we will focus on the core features and functionality for Dynamics 365 Dynamics 365 Finance apps that are most used by end users and consultants.

Audience Profile

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.

Prerequisites

  • 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.

Course outline

Module 1: Use common functionality and implementation tools
Module Overview

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.

Lessons

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 Sessions

Work with an operational workspace
Prepare, enable, and use Business document management
Perform searches and work with filters
Create search queries and save for future use
Work with record templates

Lab Lessons

Lab lessons not available

After completing this module, students will be able 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
Module Overview

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.

Lessons

Introduction
Implement security
Design and create workflows
Configure Organization administration features
Configure System administration features
Module summary

Lab Sessions

Create users and assign security roles
Set up segregation of duties
Run a security report and analyze the output
Create a purchase requisition workflow
Configure a new legal entity
Create an operating unit
Set up number sequences
Create an Organization Hierarchy and assign purpose
Use Excel workbook designer
Create a batch job

Lab Lessons

Lab lessons not available

After completing this module, students will be able 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
Module Overview

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.

Lessons

Introduction
Manage data in Dynamics 365 Finance and Operations apps
Plan a migration strategy
Prepare data for migration and migrate data
Module summary

Lab Sessions

Work with templates in the Data management workspace
Export and import data
Copy configuration data between legal entities

Lab Lessons

Lab lessons not available

After completing this module, students will be able 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.
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 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.

Module 4: Validate and support the solution
Module Overview

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.

Lessons

Introduction
Test solutions in Dynamics 365 Finance and Operations apps
Implement Lifecycle Services tools
Module summary

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able 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.

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