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

Job role: Functional Consultant

Course Level: Beginner

Duration: 2 Days

Format: Instructor-Led

Course Description

This exam measures your ability to accomplish the following technical tasks: describe finance and operations apps, and extend apps by using Microsoft Power Platform technologies; configure administrative features and workflows; manage Finance and Operation data; and validate and support the solution.

Audience Profile

Consultants (functional and technical) gather and analyze business requirements and translate those requirements into fully realized business processes and solutions that implement industry recommended practices. They serve as a key resource in implementing and configuring apps to meet business requirements. Consultants should be able to implement core components and features of Dynamics 365 Finance and Operations apps. They should also have awareness of how Dynamics 365 Finance and Operations apps integrate with external systems and tools including 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 pursue continuous education by reading the product release notes, reviewing product roadmaps, participating in conferences, or continue learning by using Microsoft Learn, Microsoft Docs, instructor-led training, blogs, and user communities. They should also pursue role-base certifications and assessments to ensure their knowledge is recognized.

Course Outline

Module 1: Use common functionality and implementation tools

In this module, you will learn get an introduction to Dynamics 365 Finance and Operations by learning Basic UI and Navigation. Students will also work with Power Platform tools that work with Finance and Operations apps.

Lessons

Introduction
Introduction to Dynamics 365 Finance and Operations
Basic UI and Navigation
Dynamics 365 Finance & Operations Features and Functionality
Power Platform tools that work with Finance and Operations apps
Module Summary

Lab : Work with operational workspaces

Lab : Perform Searches and Work with Filters

Lab : Create search queries and save for future use

Lab : Work with record templates

Lab : Prepare, enable, and use business document management

Lab : Work with Saved Views

Lab : Setup Number Sequences

Lab : Configuring Address Books

Lab : Work with Operational Workspaces

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.
Navigate and efficiently use search filtering and create search queries.
Understand and use record templates.
The Finance and Operations apps available for different business processes
Describe use cases for Power Platform apps and services.
Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps.

Module 2: Configure administrative features and workflows

In this module, you will learn how to Implement Security in Finance and Operations Apps while also implementing workflows and business events. Students will Administer Finance and Operations Apps and implement reporting.

Lessons

Introduction
Implementing Security in Finance and Operations Apps
Implementing Dynamics 365 Finance and Operations apps workflows and business events
Planning and Implementing an organization in Dynamics 365 Finance and Operations
Administering Finance and Operations Apps
Implement Reporting in Dynamics 365 Finance and Operations
Module Summary

Lab : Create a Batch job

Lab : Create an organization hierarchy

Lab : Create an operating unit

Lab : Configure a new legal entity

Lab : Create a purchase requisition workflow

Lab : Run a security report and analyze the outputs

Lab : Set up segregation of duties

Lab : Create users and assign security roles

You have learned how to:

Implement security and segregation of duties
Design and create workflows
Set up and configure legal entities and operating units
Creating Batch Jobs
Create an organization hierarchy and assign purpose
Configure user options
Use Excel Workbook Designer
Configure email (SMTP/Exchange)
Create and maintain email templates
Use Power Automate flows from Dynamics 365 Finance and Operations

Module 3: Manage Dynamics 365 Finance and Operation data

In this module, you will learn how to Manage Finance and Operations data by planning for Data Migrations and work with apps with integrate with Finance and Operations apps.

Lessons

Introduction
Manage data in Dynamics 365 Finance and Operations apps
Plan for Data Migration
Introduction to AppSource and ISV solutions
Dynamics 365 Finance and Operations integration
Module Summary

Lab : Work with templates in the Data management workspace

Lab : Export and import data

Lab : Copy configuration data between legal entities

Lab : Use the Excel Workbook designer

In this module, you learned how to:

Describe Data management concepts.
Configuration data templates.
Identify relevant data entities and elements based on given scenarios.
Describe use cases for and types of data entities.
Create a template by using the Excel Workbook Designer.
Describe use cases for the dual-write feature.
Discuss how to prepare data for import or create all necessary startup data.
Import or export data by using the data management framework.
Copy configuration data between companies or legal entities by using the data management framework.
Dynamics 365 Finance and Operations integration.

Module 4: Validate and support the solution

In this module, you will learn how to manage applications and test solutions in Dynamics 365 Finance and Operations and Implement Lifecycle services (LCS) Tools.

Lessons

Introduction
Managing Applications in Dynamics 365 Finance and Operations
Implement Lifecycle Services (LCS) tools
Testing solutions in Dynamics 365 Finance and Operations apps
Module Summary

In this module, you learned how to:

Document gaps between existing and desired functionality
Determine when to build versus buy
Go live process and Fast-Track Go-live processes
LCS Tools and Methodologies
Business Process Modeler in LCS
LCS Search and Service Requests
Diagnostics and environment monitoring tools
BPM Libraries overview
Test cases by using Regression Suite Automation Tool (RSAT) and Azure DevOps.
Analyzing performance with trace parser

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