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MB-300T00: MS Dynamics 365 Core Finance & Operations

NetCom Learning
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MB-300T00: MS Dynamics 365 Core Finance & Operations
MB-300T00: MS Dynamics 365 Core Finance & Operations
MB-300T00: MS Dynamics 365 Core Finance & Operations
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Class Description

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Description

MB-300T00: Microsoft Dynamics 365 Core Finance & Operations


The MB-300 course will help your team learn all about Dynamics 365 Finance and Operations apps, including Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management Manufacturing. The MB-300 course Dynamics 365 Finance will also help your team automate and modernize your global financial operations, monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth. With our MB-300 training, you can 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 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, and innovate with intelligent manufacturing operations, modernize warehouse management, optimize production performance, maximize the life of your assets, and automate and streamline your supply chain. This course is based on the course objectives of MB-300T00-A.

Learning Objectives


  • 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 organizational hierarchy and assign a 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


Prerequisites


  1. General knowledge of Microsoft Windows
  2. The ability to use Dynamics 365 for Finance and Operations for basic processing and navigation
  3. Experience being a functional or technical consultant who has used Dynamics Finance Apps to gather and analyze business requirements
  4. General knowledge of basic mobile device features and navigation

  1. The student should be able to take a synchronous, virtual course and communicate feedback in a positive, constructive manner

Course Outline

    1. Introduction to Microsoft Dynamics 365
      1. Explore Dynamics 365 applications
      2. Discover business value in Dynamics 365 applications and how they support digital transformation
      3. Learn about the role of artificial intelligence and mixed reality in Dynamics 365
    2. Navigate finance and operations apps
      1. How workspaces drive productivity
      2. Filtering techniques
      3. Searching in finance and operations apps
      4. Comparing views
      5. The view and edit modes
    3. Get started with Dynamics 365 Finance
      1. The benefits of Dynamics 365 Finance
      2. An overview of features in Finance
      3. Lab: Explore Dynamics 365 Finance
    4. Get started with production control in Dynamics 365 Supply Chain Management
      1. Discrete, lean, and process manufacturing methodologies
      2. Unified Manufacturing
      3. How to configure production control for unified manufacturing
      4. Capacity planning
      5. Integration between the General ledger and the Production control modules
      6. Production pools
      7. How to work with allocation keys
      8. IoT intelligence and insights in Supply Chain Management
      9. Lab: Explore production control
    5. Get help and learn more about finance and operations apps
      1. Microsoft Learn documentation
      2. In-product help
      3. How to customize help topics
      4. Protecting the privacy and personal data of your customers
    6. Get started with Lifecycle Services for finance and operations apps
      1. Understand the functionality and tools of Lifecycle Services for finance and operations apps
      2. Reuse existing assets, copy and share data
      3. Understand Task recorder functionality
      4. Create a business process model
      5. Identify and analyze gaps using the Business Process Modeler
      6. Run the Issue Search tool and analyze the results
      7. Lab: Use the Task recorder to create and edit a recording
      8. Lab: Create a business process in the business process modeler
      9. Lab: Create a support incident
    7. Design and plan the implementation of finance and operations apps
      1. Prepare documentation for gathered requirements by using methodologies in Lifecycle Services
      2. Define use case scenarios
      3. Learn how to participate in the creation of Business requirement documents (BRD)
      4. Understand the importance of creating and maintaining documented processes
      5. Participate in phase-based planning processes and solution design
      6. Describe the future state business processes based on a proposed solution
      7. Determine when to build versus buy
      8. Create Functional Design Documents (FDD)
    8. Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service
      1. Learn about the functionality and features of Dynamics 365 Translation Service
      2. Submit translation requests for user interface and documentation files of supported Dynamics 365 products
      3. Review and edit a translation request's output to regenerate new translations
      4. Use the Align tool to create translation memory for future translation requests
      5. Lab: Create, review, and regenerate a user interface translation request
      6. Lab: Create, review, and regenerate a documentation translation request
      7. Lab: Create a translation memory file
    9. Plan and configure the global address book in finance and operations apps
      1. What the global address book is
      2. How the global address book works
      3. How to plan for the global address book and other address books
      4. Lab: Configure address books
      5. Lab: Add a new record and check for duplicates
    10. Plan and implement legal entities in finance and operations apps
      1. Create a legal entity and generate number sequences
      2. Create a number sequence
      3. Create organization hierarchies
      4. Assign purposes and policies to hierarchies
      5. Configure calendars and date intervals
      6. Lab: Configure a new legal entity
      7. Lab: Create an operating unit
      8. Lab: Create an organizational hierarchy
      9. Lab: Set up a number sequence
    11. Plan and implement security in finance and operations apps
      1. Understand the security architecture of finance and operations apps
      2. Learn about encryption in finance and operations apps
      3. Manage users
      4. Manage security
      5. Apply segregation of duties
      6. Run security reports
      7. Stay compliant with user licensing requirements
      8. Lab: Import a user and assign a security role
      9. Lab: Work with security
    12. Set up batch jobs in finance and operations apps
      1. Batch processing
      2. Batch processing and batch servers
      3. Planning for batch server topology
      4. Planning for batch server management
      5. Batch processing of reports
      6. Copying a batch job
      7. Active batch periods
      8. Batch job manager security role
      9. The Run by feature
      10. How to unlock a journal
      11. Lab: Work with batch jobs and set up alerts
    13. Work with workflows in finance and operations apps
      1. Use the workflow architecture, elements, and actions
      2. Create and set up workflows
      3. Configure workflow properties
      4. Configure a manual task in a workflow
      5. Configure an automated task in a workflow
      6. Configure an approval process in a workflow
      7. Assign users to workflow elements
      8. Configure an approval step in a workflow
      9. Use work items functionality
      10. Lab: Create a purchase requisition workflow
    14. Design and build mobile apps for finance and operations apps
      1. The Microsoft Dynamics 365 Unified Operations mobile app
      2. Use cases for mobile apps
      3. How to build and work with workspaces
    15. Personalize finance and operations apps
      1. Describe and apply user options
      2. Differentiate between customization and personalization
      3. Create, export, and import personalization
      4. Create and maintain record templates
      5. Use Saved views
      6. Lab: Personalize user options
      7. Lab: Create and use a record template
    16. Implement common integration features in finance and operations apps
      1. Perform Microsoft Office integration in finance and operations apps
      2. Configure email (SMTP/Exchange)
      3. Create and maintain email templates
      4. Set up network printing
      5. Set up and enable Power BI
      6. Integrate data from multiple sources into Microsoft Dataverse
      7. Lab: Work with Microsoft Office integration
    17. Feature management in finance and operations apps
      1. Learn about the Feature management workspace in finance and operations apps
      2. Discover when and how to enable features, including how to disable and reschedule features
      3. Learn how to check for feature updates and assign roles
    18. Prepare data for migration to finance and operations apps
      1. Choose a data integration (import/export) strategy
      2. Identify common migration scenarios and tools in finance and operations apps
      3. Understand the Bring your database (BYOD) feature
      4. Identify relevant (legacy) systems
      5. Identify and import static data that is common between industries
      6. Create and review test plans for data migration
      7. Identify and extract source data
      8. Identify relevant data entities and elements
      9. Generate field mapping between source and target data structures
      10. Test a data migration and validate the output
      11. Support the transition between the existing and migrated systems
    19. Work with data management in finance and operations apps
      1. Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities
      2. Work with the Data management workspace
      3. Export data from a legal entity
      4. Import data into a legal entity
      5. Work with data import and export jobs
      6. Clean up the staging tables
      7. Work with database movement operations
      8. Work with the data-sharing framework
      9. Lab: Explore the Data management workspace
      10. Lab: Export data using the Data management workspace
    20. Perform user acceptance testing in finance and operations apps
      1. Test cases and business requirements
      2. Best practices for recording test cases
      3. Task recorder
      4. How to create a BPM library
      5. How to synchronize and configure your test plan in Azure DevOps
      6. How to run test cases manually and automatically
      7. The Regression suite automation tool (RSAT)
      8. Lab: Build test scripts to test business functionality
    21. Prepare to go live with finance and operations apps
      1. Prepare for go-live
      2. Complete the Microsoft Dynamics Lifecycle Services Methodology
      3. Perform User acceptance testing (UAT) for your solution
      4. Understand the FastTrack Go-live assessment
      5. Request the production environment
    22. Work with analytics and reporting in finance and operations apps
      1. Different types of reports and inquiries in finance and operations apps
      2. Financial reporting
      3. Configuring finance and operations apps for Microsoft Power Platform
      4. Generating and consuming inquiries and reports
      5. Lab: Work with reports
    23. Configure electronic reporting in Dynamics 365 Finance
      1. Configure electronic reporting
      2. Use barcode data sources to generate barcode images
      3. Add a new electronic reporting provider and mark it as active
      4. Generate an electronic document in a specific format
      5. Create electronic reporting configurations
      6. Lab: Generate electronic documents for payments

Remote Learning

This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.

Upon registration, the instructor will send along additional information about how to log-on and participate in the class.

Refund Policy

A student who cancels within 7 days of signing the enrollment agreement but before instruction begins receives all monies returned with the exception of the non-refundable registration fee.

Thereafter, a student will be liable for:

  • The non-refundable registration fee of $100 plus
  • The cost of any textbooks or supplies accepted plus
  • Tuition liability as of the student's last date of physical attendance
If Termination Occurs

  • Prior to or during the first week - 0% Penalty
  • During the second week - 25% Penalty
  • During the third week - 50% Penalty
  • During the fourth week - 75% Penalty
  • After the fourth week - 100% Penalty

The failure of a student to notify CourseHorse in writing of withdrawal may delay a refund of tuition.

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NetCom Learning

NetCom Learning is a leading provider of training and certification solutions for businesses, individuals, and government agencies. With over 20 years of experience, NetCom has worked with Fortune 500 companies, serviced thousands of business customers, and advanced the careers of over 50,000 professionals through expert-led training.

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