IL - MB-300 Microsoft Dynamics 365 Core Finance and Operations

Course Overview

In this course you will learn how to use common functionality and implementation tools, configure security, processes, and options, perform data migration and validate and support the solution. This course will help prepare you to pass the Microsoft certification exam MB-300 Microsoft Dynamics 365 Core Finance and Operations.

Course Details
  • Duration: 3 days
  • Level: 100

Who this course is designed for
  • Functional Consultant

  • In this course you will learn how to use common functionality and implementation tools, configure security, processes, and options, perform data migration and validate and support the solution. This course will help prepare you to pass the Microsoft certification exam MB-300 Microsoft Dynamics 365 Core Finance and Operations.
  • 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 01 - Identify Common Microsoft Dynamics 365 Finance Features and Functionality
In this module you will learn how to determine when to use workspaces, identify use cases for Power Platform apps including Power Apps, Power BI and Microsoft Flow and identify and differentiate between the global address book and other address books. You will also learn how to demonstrate Work Items functionality, demonstrate Microsoft Dynamics 365 Finance navigation techniques and identify Inquiry and Report types available in a default installation.

Module 02 - Implement Lifecycle Services (LCS) Tools
In this module you will learn how to identify opportunities to re-use existing assets, analyze Business Process Modeler results and identify gaps in functionality, including creating an Acceptance Testing BPM library and analyzing the results and use the LCS tools including Issue Search and analyze results.

Module 03 - Implement Security
In this module you will learn how to identify and distinguish between the various standard security roles in Finance and Operations, distinguish between duties, privileges, and permissions and assign users to security roles based on given scenarios. 

Module 04 - Design and Create Workflows
In this module you will learn how to identify opportunities for automation and controls based on customer workflows, configure workflow properties and elements and troubleshoot workflows.

Module 05 - Configure Options
In this module you will learn how to set up and configure legal entities, configure base number sequences, import or create all necessary startup data including Zip/Postal Code data, customers, vendors, and products and configure the calendars and date intervals. This module will also cover how to configure units of measure and conversions, configure posting profiles and definitions, create organization hierarchies, apply purposes and policies and describe and apply user options.

Module 06 - Implement Microsoft Dynamics 365 Finance Common Features
In this module you will learn how to configure Microsoft Office integration with Microsoft Dynamics 365 Finance, configure email (SMTP/Exchange), create and maintain email and record templates and integrate Power BI with Entity store. You will also learn how to create, export, and import personalization and set up network printing.

Module 07 - Implement Business Processes for the Solution
In this module you will learn how to define use case scenarios, participate in phase-based planning processes and the solution design, design and create workflows, set up batch Jobs and alerts and use business process workspaces. 

Module 08 - Plan a Migration Strategy
In this module you will learn how to identify common migration scenarios and tools in Microsoft Dynamics 365 Finance, determine migration scope, identify relevant data entities and elements based on given scenarios and establish migration strategy processes including migration scope.

Module 09 - Prepare Data for Migration and Migrate Data
In this module you will learn how to identify and extract source data, generate field mapping between source and target data structures, support the transition between the existing and migrated systems and perform a test migration and validate output from the process.

Module 10 - Implement and Validate the Solution within Microsoft Dynamics 365 Finance
In this module you will learn how to perform user acceptance testing (UAT), prepare and validate to Go live, build test scripts to test business functionality and automate test case automation by using the Regression Suite Automation Tool (RSAT). This module will also cover how to demonstrate the correlation between test scripts and business requirements and monitor validation test progress and make ad hoc changes during validation testing to correct identified issues. 

Module 11 - Support Application Lifecycle Management (ALM) by Using LCS
In this module you will learn how to perform a solution gap analysis, use LCS tools to identify, report, and resolve issues and manage Microsoft Dynamics 365 One Version. 

Contact the experts at Opsgility to schedule this class at your location or to discuss a more comprehensive readiness solution for your organization.

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