This course discusses core components of Microsoft Dynamics 365 for Finance and Operations including how to configure core components of Microsoft Dynamics 365 for Finance and Operations and data migration and go-live preparation.
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Basic understanding of ERP, CRM concepts.
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.
MB-300: Microsoft Dynamics 365: Core Finance and Operations
Feb 26 - 28 9:00 AM - 4:30 PM EST Herndon, VA / Online (AnyWare) Reserve Your Seat
May 27 - 29 9:00 AM - 4:30 PM EDT Herndon, VA / Online (AnyWare) Reserve Your Seat
Aug 26 - 28 9:00 AM - 4:30 PM EDT Herndon, VA / Online (AnyWare) Reserve Your Seat
Dec 2 - 4 9:00 AM - 4:30 PM EST Herndon, VA / Online (AnyWare) Reserve Your Seat
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Students will have an understanding of what Finance and Operations is, and the industries that it supports. They will be familiar with the modules in Finance and Operations, and the purpose of the features in those modules and how they support the industry-specific areas.
Students will be able to:
Students will be able to:
Students will have learned about:
Students will have learned how to create a mobile app and publish it in Finance and Operations. Understanding the design considerations for a mobile app helps create the mobile app to match the user experience of a modern application. Students will also have learned that to use and work with a Finance and Operations, they need to download the Microsoft Dynamics 365 Unified Operations app. Additionally, they will have discovered how to run the Dynamics 365 Unified Operations app to connect to Finance and Operations, and how to use the published mobile apps and pull-to-refresh the data.
In this module, students learned how to apply automation by using workflows and discovered that defining a specific type allows a business to control each step in a critical process. Students also learned that workflows can be used as procedural steps that use approvals for several journal types. Additionally, they learned that one can define several versions for each workflow and modify an existing workflow without deleting the original. These workflow processes can require manual approval, workflow approval, or no approval. After gaining an understanding of the workflow architecture, elements, and actions, they then learned how to set up workflows, configure workflow properties, and add a manual or automated task in a workflow. Finally, they learned how to configure an approval process in a workflow, assign users to workflow touchpoints, configure an approval step in a workflow, and use the Work items functionality to process a workflow.
Yes, this course is part of multiple certification paths within Dynamics. See Dynamics Certification paths here.