Microsoft Dynamics 365 Core Finance and Operations Training (MB-300)

Microsoft Dynamics 365 Core Finance and Operations Course Outline

• Module 1: Use common functionality and implementation tools

  In this module, you will learn how to:

  • 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.
  • Work with business document management.
  • Navigate and efficiently use search filtering and create search queries.
  • Understand and use record templates.
  • Describe use cases for Power Platform apps and services.
  • Identify when to use Power Platform in the Dynamics 365 Finance app.
  • Integrate Power BI with Dynamics 365 Finance apps.
     

  Lessons

  • Introduction
  • Identify and use common Dynamics 365 Finance and Operations apps features and functionality
  • Describe use cases for Power Platform apps and services
  • Module Summary
     

  Lab : Work with an operational workspace
  Lab : Prepare, enable, and use Business document management
  Lab : Perform searches and work with filters
  Lab : Create search queries and save for future use
  Lab : Work with record templates

  You have learned how to:

  • Use common functionality and implementation tools.
  • Describe use 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.
  • Describe use cases for Power Platform apps and services.
  • Identify when to use Power Platform in the Dynamics 365 Dynamics 365 Finance app.
  • Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps.

• Module 2: Configure security, processes, and options

  In this module, you will learn how to:

  • Distinguish between roles, duties, privileges, and permissions.
  • Apply security roles to users.
  • Describe segregation of duties.
  • Run and analyze security reports.
  • Create and use workflow for approval.
  • Configure workflow properties and elements.
  • Set up and configure legal entities and operating units.
  • Configure and troubleshoot number sequences.
  • Create an organization hierarchy and assign purpose.
  • Describe and apply user options.
  • Configure document handling for attachments.
  • Configure print management and form setup features.
  • Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in.
  • Configure email (SMTP/Exchange).
  • Create and maintain email templates.
  • Use the personalization feature.
  • Set up and monitor batch jobs and alerts.
     

  Lessons

  • Introduction
  • Implement security
  • Design and create workflows
  • Configure Organization administration features
  • Configure System administration features
  • Module Summary
     

  Lab : Create users and assign security roles
  Lab : Set up segregation of duties
  Lab : Run a security report and analyze the output
  Lab : Create a purchase requisition workflow
  Lab : Configure a new legal entity
  Lab : Create an operating unit
  Lab : Set up number sequences
  Lab : Create an Organization Hierarchy and assign purpose
  Lab : Use Excel workbook designer
  Lab : Create a batch job You have learned how to:

  • Distinguish between roles, duties, privileges, and permissions.
  • Apply security roles to users.
  • Describe segregation of duties.
  • Run and analyze security reports.
  • Create and use workflow for approval.
  • Configure workflow properties and elements.
  • Set up and configure legal entities and operating units.
  • Configure and troubleshoot number sequences.
  • Create an organization hierarchy and assign purpose.
  • Describe and apply user options.
  • Configure document handling for attachments.
  • Configure print management and form setup features.
  • Describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add
  • Configure email (SMTP/Exchange).
  • Create and maintain email templates.
  • Use personalization feature.
  • Set up and monitor batch jobs and alerts.

• Module 3: Manage Dynamics 365 Finance and Operation data

  In this module, you will learn how to:

  • Manage data in Dynamics 365 Finance and Operations apps.
  • Describe Data management concepts.
  • Understand the Data management workspace overview.
  • Work with templates in the Data management workspace.
  • Prepare data for import or create all necessary startup data including postal code data, customers, vendors, and products.
  • Describe use cases for and types of data entities.
  • Export data from a legal entity.
  • Import data into a legal entity.
  • Copy configuration data between companies or legal entities by using the data management framework.
  • Describe use cases for the dual-write feature.
  • Plan a migration strategy.
  • Identify common migration scenarios and tools in Dynamics 365 Finance and Operations apps.
  • Determine the scope for a migration.
  • Identify relevant data entities and elements based on given scenarios.
  • Establish migration strategy processes including migration scope.
  • Prepare data for migration and migrate data.
  • Create a checklist for proper planning for a given scenario prior to data migration.
  • Identify and extract source data.
  • Identify available data types for creating source data on a given scenario for data migration.
  • Generate field mapping between source and target data structures.
  • Import or export data by using the data management framework.
  • Support the transition between the existing and migrated systems.
  • Perform a test migration and validate output from the process.
  • Implement data task automation.
     

  Lessons

  • Introduction
  • Manage data in Dynamics 365 Finance and Operations apps
  • Plan a migration strategy
  • Prepare data for migration and migrate data
  • Module Summary
     

  Lab : Work with templates in the Data management workspace
  Lab : Export and import data
  Lab : Copy configuration data between legal entities

  In this module, you learned how to:

  • Manage data in Dynamics 365 Finance and Operations apps.
  • Describe Data management concepts.
  • Understand the Data management workspace overview.
  • Work with templates in the Data management workspace.
  • Prepare data for import or create all necessary startup data including postal code data, customers
  • Describe use cases for and types of data entities.
  • Export data from a legal entity.
  • Import data into a legal entity.
  • Copy configuration data between companies or legal entities by using the data management framework
  • Describe use cases for the dual-write feature.
  • Plan a migration strategy.
  • Identify common migration scenarios and tools in Finance and Operations apps.
  • Determine the scope for a migration.
  • Identify relevant data entities and elements based on given scenarios.
  • Establish migration strategy processes including migration scope.
  • Prepare data for migration and migrate data
  • Create a checklist for proper planning for a given scenario prior to data migration.
  • Identify and extract source data.
  • Identify available data types for creating source data on a given scenario for data migration.
  • Generate field mapping between source and target data structures.
  • Import or export data by using the data management framework.
  • Support the transition between the existing and migrated systems.
  • Perform a test migration and validate output from the process.
  • Implement data task automation.

• Module 4: Validate and support the solution

  In this module, you will learn how to:

  • Describe the correlation between test cases and business requirements.
  • Use best practices for recording test cases.
  • Use Task recorder.
  • Create a scenario for acceptance testing and save in a Business process modeler (BPM) library.
  • Sync and configure your test plan in Azure DevOps.
  • Execute your tests.
  • Use Regression suite automation tool (RSAT).
  • Create user acceptance tests (UAT) and test plans.
  • Create and work with BPM.
  • Use Issue search.
     

  Lessons

  • Introduction
  • Test solutions in Dynamics 365 Finance and Operations apps
  • Implement Lifecycle Services tools
  • Module Summary
     

  In this module, you learned how to:

  • Under stand the correlation between test cases and business requirements
  • Build test cases to test business functionality without the need to be a developer
  • Use the Task recorder functionality to create a business process model in Lifecycle Services
  • Identify any missing functionality by identifying and analyzing gaps using the BPM
  • Use the Regression suite automation tool (RSAT)
  • Understand what the FastTrack Go-live assessment is
  • How to assist the customer to request the production environment