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MB-300 | Microsoft Dynamics 365 | Core Finance and Operations

April 25, 2022 @ 09:00 - April 27, 2022 @ 16:00 UTC+1

|Recurring Event (See all)

One event on April 25, 2022 at 09:00

One event on May 30, 2022 at 09:00

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During this training, you will learn to understand and how to implement core components and features of Dynamics 365 Finance and Operations apps.

You will also gain awareness of how Dynamics 365 Finance and Operations apps integrate with external systems and tools including Power Platform.

You will also learn how to use Lifecycle Services (LCS), Azure DevOps, and other Microsoft tools and platforms to facilitate the application lifecycle management (ALM) process.

Functional and technical consultants that gather and analyze business requirements and translate those requirements into fully realized business processes and solutions.

Prerequisites:

Before attending this course, students should have:

  • General knowledge of Microsoft Windows
  • The ability to use Dynamics 365 for Finance and Operations for basic processing and navigation
  • Experience being a functional or technical consultant who has used Dynamics Finance Apps to gather and analyze business requirements
  • General knowledge of basic mobile device features and navigation.

Level:

200 (Intermediate).

During this 3-day course, you will learn the following technical tasks: describe finance and operations apps, and extend apps by using Microsoft Power Platform technologies; configure administrative features and workflows; manage Finance and Operation data, and validate and support the solution.

There will also be time to discuss which tools are a priority for you in your role.

You will learn:

  • Use common functionality and implementation tools
  • 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
  • Navigate and efficiently use search filtering and create search queries
  • Understand and use record templates
  • Describe use cases for Power Platform apps and services
  • Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps
  • 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
  • Use Power Automate flows from Dynamics 365 Finance and Operations
  • Plan for Data Migration
  • Manage data and applications in Finance and Operations
  • Implementing Lifecycle services (LCS) Tools
  • Testing solutions in Dynamics 365 Finance and Operations apps

Course outline

Module 1: Use common functionality and implementation tools

  • 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 2: Configure administrative features and workflows

  • 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 3: Manage Dynamics 365 Finance and Operation data

  • 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 4: Validate and support the solution

  • Managing Applications in Dynamics 365 Finance and Operations
  • Implement Lifecycle Services (LCS) tools
  • Testing solutions in Dynamics 365 Finance and Operations apps

The price for this course includes training manuals and a training environment.

Training manuals
Microsoft Official Courseware (MOC): Microsoft Certified: Dynamics 365 Fundamentals Finance and Operations Apps (ERP).  This electronic document is hosted on Skillpipe, yours to keep “forever”, and can even be downloaded for offline use.

Training environment
During the training, each student will have access to their personal copy of a Microsoft Dynamics 365 Finance and Operations apps training environment (VM), available for 180 days.

Additional info
You will benefit from learning from a world-class Microsoft certified trainer with extensive real-life technical experience in D365FO apps and earlier versions of AX.

Small class sizes, of up to 10 students for the optimum learning environment.

Full catering during class hours, including lunch, beverages, fruit, etc.

Not included
Travel
Stay
Any exams

This course is recommended preparation for exam MB-300 | Microsoft Dynamics 365 | Core Finance and Operations

This course is also available as a Live Online Class

MB-300 | Microsoft Dynamics 365 | Core Finance and Operations | Live online class

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