This 4-day exam class MB-300: Microsoft Dynamics 365 Core Finance and Operations enables you to accomplish the following technical tasks:
- use common functionality and implementation tools
- configure security, processes, and options
- perform data migration
- validate and support the solution.
This exam training class is not just about you passing exam MB-300 – it aims higher: we want you to understand and be able to apply your skills in real-life scenarios after the training has ended, not just in an exam situation while at our training center. And we are confident that you have indeed passed the exam at the end of the training, too!
This exam is part of these Microsoft certifications
- Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate. Required exams: Exam MB-300 and Exam MB-310
- Microsoft Certified: Dynamics 365 Supply Chain Management, Manufacturing Functional Consultant Associate. Required exams: Exam MB-300 and Exam MB-320
- Microsoft Certified: Dynamics 365 Supply Chain Management Functional Consultant Associate. Required exams: Exam MB-300 and Exam MB-330
Please note that this exam is not a prerequisite to sit the exams MB-310, MB-320, and MB-330. But if you want to obtain any of the above-mentioned certifications, you must pass one of MB-310, MB-320, or MB-330 plus this MB-300.
Typical participant profiles:
Candidates for this exam class are functional consultants who analyze business requirements and translates those requirements into fully realized business processes and solutions that implement industry best practices. Candidates serve as a key resource in implementing and configuring applications to meet business requirements.
Candidates for this exam have a fundamental understanding of accounting principles and financial operations of businesses, customer service, field service, manufacturing, retail, and supply chain management concepts.
It is essential to have participated in our course Introduction to Microsoft Dynamics 365 for Finance and Operations or in other ways have obtained equivalent knowledge.
(for full descriptions and lesson details, please click the 3 headings below)
Module 1: Get Started with Dynamics 365 for Finance and Operations
This module provides an understanding of what Dynamics 365 for Finance and Operations is, and the industries that it supports. It describes the modules in Finance and Operations, and the purpose of the features in those modules and how they support the industry-specific areas.
Module 2: Get Started with Lifecycle Services
Microsoft Dynamics Lifecycle Services (LCS) is a collaborative workspace that customers and their partners use to manage Dynamics 365 for Finance and Operations projects from pre-sales to implementation and finally to the production environment either on the cloud or on-premise. It provides checklists and tools that help you manage the project including methodologies that can help you manage your implementation process.
Module 3: Use Lifecycle Services to Design and Plan
With proper planning, your Dynamics 365 for Finance and Operations implementation will be a success. After a customer signs the agreement to purchase licenses for Finance and Operations, your job as a functional consultant starts by managing the application lifecycle and moving toward a predictable, repeatable, high-quality implementation.
Module 4: Overview of Reporting and Analytics
A report in Dynamics 365 for Finance and Operations can be defined simply as a structured presentation of data. Under ideal circumstances, reports materialize data in such a way that it allows the user to make informed decisions. Finance and Operations supports a broad spectrum of information access scenarios.
Module 5: Build and Test Mobile Apps
This module explains the guidelines and design patterns of a mobile app for Dynamics 365 for Finance and Operations. Additionally, it explains how to build and test mobile apps based on a use case scenario. The mobile platform makes it easy to change the forms and mobile app definitions to include customizations that are made to Finance and Operations. Mobile apps enable rich offline and mobile interactions and provide an easy-to-use designer experience. Developers can create simplified forms in Microsoft Visual Studio and then design mobile apps that expose this functionality.
Module 6: Create, Maintain and Use Workflows
A workflow represents a business process. It defines how a document flows or moves, through the system by showing who must complete a task, make a decision, or approve a document. Some organizations require that specific processes are approved by a user other than the person who enters the record. These workflow processes might require manual approval, workflow approval, or no approval.
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.
You will learn how to create a legal entity and generate number sequences, manually or by using a wizard. You will also configure calendars and date intervals.
You will also learn 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.
In this module, you will understand the security architecture of Finance and Operations, as well as be able to manage users, manage security, apply segregation of duties and run security reports.
Module 3: Perform Personalization
Personalization saves time and effort when using the system.
You will learn 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 will also learn 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.
In this module, you will learn 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.
Module 1: Prepare Data for Migration and Migrate Data
This unit explores integration patterns, scenarios, and solutions for Finance and Operations. Although this unit does not include technical details about how to use or set up every integration pattern or how to work with sample code, it is always wise to be aware of available integration tools.
When it’s time for data migration, the more you know, the easier it is to control operational complexity and reduce costs. Your customer’s business continuity must be your priority. In this module, you will learn how to prepare data for a successful migration by identifying important factors such as legacy systems, and static and common data.
Module 2: Use Data Management
In this module, you will get an overview of the basic concepts of the Data management platform. You will also learn how to import and export data in Dynamics 365 for Finance and Operations by using the Data management workspace. Finally, you'll learn how to use the asynchronous recurring integration features of the Data management platform. You can use the data management framework to manage data entities and data entity packages in Finance and Operations.
Module 3: Perform User Acceptance Testing
In order to test and evaluate the customer solution prior to the go-live, you need to have an environment of Dynamics 365 for Finance and Operations, that has all the configurations, possible customization via extensions. It is always beneficial to have a methodology to ensure the creation and testing is organized and planned properly for a short, efficient, and role focused test case scenarios.
Module 4: Prepare to Go Live
All your hard work becomes a success by moving the implemented solution in Dynamics 365 for Finance and Operations to the production environment. This is a crucial and final stage of your exciting experience of completing an implementation. You want a happy customer, a quality solution, and peace of mind during this important phase, which is known as go live. You cannot guarantee your success without knowing how to prepare for Finance and Operations go live and the final stage of implementation.
We think that your options should be flexible and cost-efficient. Don't pay for services that you don't really need.
- Standard – the cost-efficient option
- Price for this course includes training manuals, training environment, food and beverages during the training, and participation in the exam itself, MB6-896 Distribution and Trade in Microsoft Dynamics 365 for Finance and Operations.
- All-Inclusive – the hassle-free option
- All of the Standard benefits as above plus
- Transport service from and to the airport, hotel accommodation, other meals (breakfast and evening dinner – sumptuous lunch buffet is served at the training location)
- All of the Standard benefits as above plus
Price for this course includes training manuals, training environment, food and beverages during the training, and participation in the MB-300 exam itself.
Training manuals are provided printed and/or as files.
Each student will receive copies to annotate and keep.
During the training, each student will have access to their personal copy of Microsoft Dynamics 365 for Finance and Operations training environment (with standard Contoso demo data) free of charge. Your training environment is available 24 hours a day even outside the classroom, should you want to study outside normal class hours.
After the training, you could continue to have access to your personal training environment – including your labs. A nominal fee might apply for this optional service.
To ensure the best possible learning environment, a world-class technical instructor and solution architect with loads of real-life technical experience in D365FO, D365O, as well as AX 7 and previous versions of AX is in place, and the number of participants is limited to 10 students.
Food and beverages
Food and beverages are provided during the training hours.
•Light breakfast before the start
•Sumptuous lunch buffet of high quality and variety
•Water, coffee/tea, soft drinks, fruits throughout the day.
(Actual offerings and vary depending on the actual training location. For special food requirements, please ask well in advance of the class start date)
Participation in the MB-300 exam itself.
As above Standard plus
- Transport service from and to the airport
- Superior hotel room accommodation within walking distance of the training location
- Meals (breakfast and evening dinner – sumptuous lunch buffet is served at the training location)
On top of our training methodology, Problem-Principle-Procedure, we apply a proven track to ensure a successful certification exam training:
- GateQuiz – to align skills level and suggest pre-study
- Pre-training webinar – meet the instructor and get ready
- The training class itself – plenty of hands-on in-class and optional homework
- Last day of the training
- Recap of the week – important highlights
- AXcademy certification exam prep quiz
- Question and answer session – final tips and tricks
- The exam MB-300 itself
Courseware/training materials used
This course includes all or part of the topics of below listed Microsoft Courseware
Exam class MB-300: Microsoft Dynamics 365 Core Finance and Operations
This 4-day exam class enables you to accomplish the following technical tasks: use common functionality and implementation tools configure security, processes, and options perform data migration validate and support the solution.