This is part 2 of 3, if preparing for the certification exam MB-300: Microsoft Dynamics 365 Unified Operations Core.
Our Exam class MB-300: Microsoft Dynamics 365 Unified Operations Core prepares you for the exam and includes the 3 parts
- Core common features of Dynamics 365 for Finance and Operations (MB-300T01)
- Core configuration in Dynamics 365 for Finance and Operations (MB-300T02) – this one
- Data migration and preparing for go-live with Dynamics 365 for Finance and Operations (MB-300T03)
Core common features of Dynamics 365 for Finance and Operations
Prerequisites: Basic understanding of ERP, CRM concepts.
Duration: 1 day
About this course
Organizations use Dynamics 365 for Finance and Operations to reduce operational costs and rapidly respond to changing business needs. This solution lets organizations achieve these goals.
This course discusses how to configure the core components of Microsoft Dynamics 365 for Finance and Operations.
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.
Module 1: Set Up and Configure Legal Entities
This module explains the setup and configuration of legal entities and number sequences in Dynamics 365 for Finance and Operations.
- Create a legal entity and generate number sequences
- Create a number sequence
- Create organization hierarchies
- Apply purposes and policies
- Configure calendars and date intervals
- Practice Labs
You’ve learned how to create a legal entity and generate number sequences, manually or by using a wizard. You also configured calendars and date intervals.
You also learned how to create organization hierarchies, apply purposes, and set up policies in order to streamline business policies and reporting structures.
Module 2: Manage users and security
Microsoft Dynamics 365 for Finance and Operations has an array of security and configuration options to help keep your sensitive data safe. This all means that your users can remain focused on their roles, while the system remains as streamlined as possible. Knowing how to implement different security options will help companies cover their security requirements. When you understand the security architecture of Finance and Operations, you can more easily customize security to fit the requirements of your business.
- Understand the security architecture
- Manage users and security
- Setup and apply segregation of duties
- Run security reports
- Setup batch jobs and alerts
- Practice labs
In this module, you will have:
- Understood the security architecture of Finance and Operations.
- Managed users.
- Managed security.
- Applied segregation of duties.
- Run security reports.
Module 3: Perform Personalization
Personalization saves time and effort when using the system.
- Describe and apply user options
- Create, export and import personalziations
- Create and maintain record templates
- Practice labs
You have now learned how to use and apply user options, create personalization, and export personalization to be used by other users, using the personalization feature of Finance and Operations.
You also learned the difference between customization and personalization. In particular, how personalization helps you save time personalizing often used field values, and allows you to create and maintain record templates.
Module 4: Implement Common Integration Features
Microsoft Dynamics 365 integrates with many other common programs; for example, email, Microsoft Office, and Power BI.
- Microsoft Office integration
- Configure email
- Create and maintain email templates
- Use Power BI
- Setup network printing
- Integrate data into Common Data Services for Apps
- Practice Labs
In this module, you will have learned how to use Microsoft Office integration in Dynamics 365 for Finance and Operations, configure email (SMTP/Exchange), and to create and maintain email templates to standardize the messages when sending emails to customers.
By setting up network printing features, you can use corporate network printers remotely. Finally, this module provided an overview of how to integrate data from multiple sources into Common Data Service for Apps and integrate the data to Dynamics 365 for Finance and Operations using the Data Management workspace.
You will have completed the course.