MB300 - Microsoft Dynamics 365 Finance & Operations Core

Duration : 2 Days

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.

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.

Job role: Functional Consultant
Preparation for exam: MB-300

Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate - Credly

Module 1: Describe Finance and Operations apps and extend apps by using Microsoft Power Platform technologies
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
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.
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
After completing this module, students will be able 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 finance and operations 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
After completing this module, students will be able 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 solutions
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

After completing this module, students will be able 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.

How to navigate and efficiently use search, filtering and queries
How to use operational workspaces
Work with Business Document Management
Work with record templates
Integrate Power BI with Dynamics 365 Finance and Operations apps
How to personalize workspaces
Identify when to use Power Platform in Dynamics 365 Finance and Operations app.
How to apply security roles to users
Run and analyze security reports
Create and use workflow for approval
Work with Organization Hierarchy and its purposes.
How to use personalization feature
Use Data Management workspace
Create and use and entity templates
Copy configuration data between legal entities
Import and Export data and manage data by using Office Integration
Use Regression Suite Automation Tool (RSAT)
Create User acceptance Tests (UAT) and test plans
Create and work with Business Process Modeler (BPM)
Understand how to use Issue search

Before attending this course, students must have:

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

MB310 - Microsoft Dynamics 365 Finance	4 Days	Intermediate
MB330 - Microsoft Dynamics 365 Supply Chain Management	4 Days	Intermediate
MB-500 : Microsoft Dynamics 365 Finance and Operations Apps Developer	5 Days	Intermediate
Microsoft Dynamics 365: Finance and Operations Apps Solution Architect	3 Days	Advanced
Dynamics 365 LCS with DevOps, RSAT & Power Platform	1 day	Advanced
MB-920 : Microsoft Dynamics 365 Fundamentals (ERP)	1 Day	Beginner

Regular Price : ~~$1200.00~~
Special Price :$600.00

Upcoming Schedules

Start Date	End Date	Delivery Location	Details
10/30/2023	10/31/2023	Online (09 to 05 EST)	Register
11/27/2023	11/28/2023	Online (09 to 05 EST)	Register
12/25/2023	12/26/2023	Online (09 to 05 EST)	Register
1/22/2024	1/23/2024	Online (09 to 05 EST)	Register
2/19/2024	2/20/2024	Online (09 to 05 EST)	Register
3/18/2024	3/19/2024	Online (09 to 05 EST)	Register

For any custom schedule, please email us at info@gtechlearn.com or Call us at 1-844-355-9898(Toll Free - North America) or 1800 212 9096 (Toll Free - India)

This course includes:

Official MS Learn Courseware

Exam Preps

Course Completion Certificate

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