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MB-300 Core | D365FO | On-demand course

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0: Introduction(MB-300 – 202010Upd)

0: Introduction to the course

0.0: Course overview

1: Use common functionality and implementation tools (MB-300 – 202010Upd)

1.0: Introduction Sample Module

1.0.0: In this section, you will learn

1.1: Identify and use common Finance and Operations apps features and functionality

1.1.1: Get started with Dynamics 365 Finance and Operations apps

1.1.2: Describe uses cases for, and capabilities of, workspaces

1.1.3: Demo: Personalize a workspace

1.1.4: Exercise: List the top five benefits gained by using operational workspaces

1.1.4.S: Suggested answers to the exercise: List the top five benefits gained by using operational workspaces

1.1.5: Describe case management

1.1.6: Exercise: Discuss the benefits of case management

1.1.6.S: Suggested answers to exercise: Discuss the benefits of case management

1.1.7: Describe global address book features and their use cases

1.1.8: Identify inquiry and report types available in a default installation

1.1.9: Describe use cases for the business document management and electronic reporting features

1.1.10: Perform searches and work with filters

1.1.11: Create search queries

1.1.12: Understand and use record templates

1.2: Describe use cases for Power Platform apps and services

1.2.0: Power Platform Fundamentals

1.2.1: Common Data Service

1.2.2: Power Apps

1.2.3: Power Automate

1.2.4: Power Virtual Agents

1.2.5: Power BI

1.2.6: Differentiate between pinned and embedded Power BI reports

1.2.7: Group Discussion: Discuss how you can utilize Power Platform apps with Dynamics 365

2: Configure security, processes, and options (MB-300 – 202010Upd)

2.0: Introduction

2.1: Implement security

2.1.0: Introduction

2.1.1: Distinguish between roles, duties, privileges, and permissions

2.1.2: Describe segregation of duties

2.1.3: Group discussion: Assign users to security roles while considering segregation of duties

2.1.3.S: Suggested answers to group discussion:

Quiz: Security (MB-300)

2.2: Design and create workflows

2.2.1: Describe use cases for workflows

2.2.2: Configure workflow properties and elements

2.2.3: Configure queues, workflow assignment hierarchies, and workflow parameters

2.2.4: Troubleshoot workflows

2.2.5: Manage workflow versions

2.2.6: Use Power Automate to extend workflows

2.2.7: Group discussion: Workflow approval scenario

Quiz: Workflows (MB-300)

2.3: Configure Organization administration features

2.3.1: Set up and configure legal entities and operating units

2.3.2: Configure and troubleshoot number sequences

2.3.3: Create organization hierarchies

2.3.4: Describe and apply user options including time zones, language, and email settings

2.3.5: Configure document handling for attachments

2.3.6: Configure print management and form setup features

Quiz: Organization Administration (MB-300)

2.4: Configure system administration features

2.4.1: Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in

2.4.2: Office integration concepts and features

2.4.3: Configure email (SMTP/Exchange)

2.4.4: Create and maintain email templates

2.4.5: Integrate Power BI with Entity store

2.4.6: Create, export, and import personalizations and publish saved views

2.4.7: Set up and monitor batch jobs and alerts

2.4.8: Wrap-up discussion: How to take advantage of learnings in this module

Quiz: System Administration (MB-300)

3: Manage Dynamics 365 Finance and Operations data (MB-300 – 202010Upd)

3.1: Manage data in Dynamics 365 Finance and Operations apps

3.1.1: Data Management workspace overview

3.1.2: Data Management concepts

3.1.3: Configuration data templates

3.1.4: Categories of entities

3.1.4.G: Group discussion: Categories of entities

3.1.5: Import or export of data using the data management framework

3.1.6: Group discussion: How to prepare data for import

3.1.7: Copy configuration data between companies or legal entities by using the Data Management framework

3.1.8: Describe use cases for the Dual Write feature

3.1.8.G: Group discussion: The benefits of dual-write in a scenario of a business operation

Quiz: Manage data (MB-300)

3.2: Plan a migration strategy

3.2.1: Identify common migration scenarios and tools in Finance and Operations apps

3.2.2: Establish migration strategy processes including migration scope

3.3: Prepare data for migration and migrate data

3.3.1: Generate field mapping between source and target data structures

3.3.2: Support the transition between the existing and migrated systems

Quiz: Prepare data for migration (MB-300)

4: Validate and support the solution (MB-300 – 202010Upd)

4.1: Test solutions in D365FO apps

4.1.1: The testing tools

4.1.2: Task recorder

4.1.3: Automate and manage test cases by using the Regression Suite Automation Tool (RSAT)

4.1.4: Introduction to user acceptance testing

4.1.5: Understanding the correlation between test cases and business requirements

4.1.6: Use Task recorder with Business process modeller

4.1.7: Guidelines for recording test cases

4.1.8: Create a test suite in Azure DevOps

4.2: Implement Lifecycle Services (LCS) tools

4.2.1: Differentiate between LCS roles including Owner and Environment Manager

4.2.2: Identify opportunities to re-use existing assets

4.2.3: Business process modeler

4.2.4: Business process

4.2.5: Identify and analyze gaps

4.2.6: Gap analysis

4.2.7: Run the Lifecycle Services Issue search tool and analyze results

4.2.8: Describe the types of environments including sandbox, test, and production

4.2.9: Implement performance monitoring

4.2.10: Manage Dynamics 365 One Version

Quiz: Lifecycle Services – LCS (MB-300)

At course completion (End here)

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At course completion

Previous Lesson

1.0: Introduction

MB-300 Core | D365FO | On-demand course
1.0: Introduction

Module Content

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1.0.0: In this section, you will learn

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