MB-300 Core | D365FO | On-demand course

Study guide (Start here)
Welcome
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5 Lessons
Course system – user interface and navigation
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Hands-on training environment
What should I expect at the exam?
0: Introduction(MB-300 – 202010Upd)
0: Introduction to the course
1 Lesson
0.0: Course overview
1: Use common functionality and implementation tools (MB-300 – 202010Upd)
1.0: Introduction
1 Lesson
1.0.0: In this section, you will learn
1.1: Identify and use common Finance and Operations apps features and functionality
14 Lessons
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
8 Lessons
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
5 Lessons | 1 Quiz
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
7 Lessons | 1 Quiz
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
6 Lessons | 1 Quiz
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
8 Lessons | 1 Quiz
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
10 Lessons | 1 Quiz
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
2 Lessons
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
2 Lessons | 1 Quiz
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
8 Lessons
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
10 Lessons | 1 Quiz
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)
Get ready for the exam
1 Lesson
How do I prepare for the exam?
At course completion
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1.0.0: In this section, you will learn

MB-300 Core | D365FO | On-demand course 1.0: Introduction 1.0.0: In this section, you will learn

Lesson 1.1: Identify and use common Dynamics 365 Finance and Operations apps features and functionality

  • Get started with Dynamics 365 Finance and Operations apps
  • 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.
  • Work with business document management.
  • Navigate and efficiently use search filtering and create search queries.
  • Understand and use record templates.

Lesson 1.2: Describe use cases for Power Platform apps and services

  • Identify when to use Power Platform in the Dynamics 365 Finance and Operations apps.
  • Integrate Power BI with Dynamics 365 Finance and Operations apps.
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