Microsoft MB-300T00 - Microsoft Dynamics 365: Core Finance and Operations

Length 2 days
Price $1870 inc GST
Version A

Course overview

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Why study this course

Dynamics 365 Finance and Operations apps include, but are not limited to, Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Supply Chain Management, Manufacturing.

Dynamics 365 Finance helps you to: Automate and modernise your global financial operations. Monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth. Drive strategic financial decisions with artificial intelligence (AI), unify and automate your financial processes, reduce operational expenses, and decrease global financial complexity and risk.

Dynamics 365 Supply Chain Management helps you to: Transform your manufacturing and supply chain operations. Use predictive insights and intelligence from AI and the Internet of Things (IoT) across planning, production, inventory, warehouse, and transportation management. Maximise operational efficiency, product quality, and profitability. Innovate with intelligent manufacturing operations, modernise warehouse management, optimise production performance, maximise the life of your assets, and automate and streamline your supply chain.

Aligns to certifications

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What you’ll learn

After completing this course, students will be able to:

Know how to navigate and efficiently use search, filtering and queries
Know how to use operational workspaces
Work with Business Document Management
Work with record templates
Integrate Power BI with Dynamics 365 Finance and Operations apps
Know how to personalise workspaces
Identify when to use Power Platform in Dynamics 365 Finance and Operations app.
Know how to apply security roles to users
Run and analyse security reports
Create and use workflow for approval
Work with Organisation Hierarchy and its purposes.
Know how to use personalisation feature
Use Data Management workspace
Create and use and entity templates
Copy configuration data between legal entities
Import and Export data and manage data by using Office Integration
Use Regression Suite Automation Tool (RSAT)
Create User acceptance Tests (UAT) and test plans
Create and work with Business Process Modeler (BPM)
Understand how to use Issue search

Microsoft Dynamics 365 at DDLS

DDLS is your best choice for training and certification in any of Microsoft’s leading technologies and services. We’ve been delivering effective training across all Microsoft products for over 30 years, and are proud to be Australia’s First and largest Microsoft Gold Learning Solutions Partner. All DDLS Microsoft courses follow Microsoft Official Curriculum (MOC) and are led by Microsoft Certified Trainers. Join more than 5,000 students who attend our quality Microsoft courses every year.

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Expert instructors with real world experience and the latest vendor- approved in-depth course content.

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Who is the course for?

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.

We can also deliver and customise this training course for larger groups – saving your organisation time, money and resources. For more information, please contact us on 1800 U LEARN (1800 853 276).

Course subjects

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 personalise 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

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

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 analyse 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 organisation 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 personalisation feature.
Set up and monitor batch jobs and alerts.

Lessons

Introduction
Implement security
Design and create workflows
Configure Organisation administration features
Configure System administration features

Lab : Create users and assign security roles
Lab : Set up segregation of duties
Lab : Run a security report and analyse 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 Organisation Hierarchy and assign purpose
Lab : Use Excel workbook designer
Lab : Create a batch job

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

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

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

Prerequisites

Before attending this course, students must have:

General knowledge of Microsoft Windows
The ability to use Dynamics 365 for Finance and Operations for basic processing
General knowledge of basic mobile device features and navigation

Terms & Conditions

The supply of this course by DDLS is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.

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