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

COURSE OVERVIEW

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

This course provides an in-depth understanding of the core features of Microsoft Dynamics 365 for Finance and Operations. It covers essential topics such as core common features, core configuration, data migration, and preparing for a successful go-live. The course is designed to equip learners with the foundational knowledge and skills required to implement, configure, and manage Dynamics 365 Finance and Operations effectively.

Audience Profile:

This course is tailored for both functional and technical consultants who are involved in implementing and managing Dynamics 365 Finance and Operations within an organization.

Prerequisites:

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

Course Outline:

Module 1: Introduction to Microsoft Dynamics 365

Explore the various applications of Dynamics 365
Learn how Dynamics 365 supports digital transformation and provides business value
Understand the role of artificial intelligence and mixed reality in Dynamics 365

Module 2: Navigate Finance and Operations Apps

Learn to navigate finance and operations apps and use workspaces for productivity
Utilize filtering and search techniques, and understand view/edit modes

Module 3: Get Started with Dynamics 365 Finance

Explore the benefits and features of Dynamics 365 Finance

Module 4: Get Started with Production Control in Dynamics 365 Supply Chain Management

Understand discrete, lean, and process manufacturing
Learn how to configure production control and integrate IoT insights

Module 5: Get Help and Learn More About Finance and Operations Apps

Utilize Microsoft Learn documentation and customize in-product help topics
Ensure privacy protection for customer data

Module 6: Get Started with Lifecycle Services for Finance and Operations Apps

Learn about Lifecycle Services tools and licensing requirements
Create business process models and run Issue Search for analysis

Module 7: Design and Plan an Implementation of Finance and Operations Apps

Prepare requirement documentation and participate in solution design
Create functional design documents (FDD) and perform phase-based planning

Module 8: Translate Dynamics 365 Apps and Documentation

Learn about Dynamics 365 Translation Service to manage translations
Submit and review translation requests for user interfaces and documentation

Module 9: Plan and Configure the Global Address Book

Understand the global address book's functionality and configuration

Module 10: Plan and Implement Legal Entities

Create legal entities, organization hierarchies, and configure calendars and policies

Module 11: Plan and Implement Security

Understand security architecture, encryption, user management, and segregation of duties

Module 12: Set Up Batch Jobs

Learn batch processing, configure batch servers, and manage active batch periods

Module 13: Work with Workflows

Create and configure workflows, including manual and automated tasks

Module 14: Set Up and Build Mobile Experiences

Implement components for mobile experiences and connect to virtual entities

Module 15: Personalize Finance and Operations Apps

Learn user personalization options, create templates, and use saved views

Module 16: Implement Common Integration Features

Integrate Microsoft Office, configure email and network printing, and enable Power BI

Module 17: Feature Management in Finance and Operations Apps

Manage the Feature Management workspace and enable/disable features as needed

Module 18: Prepare Data for Migration

Choose data integration strategies and create test plans for migration
Use the BYOD feature for data migration

Module 19: Work with Data Management

Learn the Data Management platform and manage import/export jobs

Module 20: Perform User Acceptance Testing

Create and execute test cases using Task Recorder and Azure DevOps

Module 21: Prepare for Go-Live

Complete the go-live methodology, perform user acceptance testing, and request a production environment

Module 22: Work with Analytics and Reporting

Generate financial reports and configure Dynamics 365 for Power Platform integration

Module 23: Configure Electronic Reporting in Dynamics 365 Finance

Configure electronic reporting and generate reports in specific formats, including barcode data

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Guaranteed to run classes as per your convenient time zone

Industry experienced & certified trainers

Query Handling session by technical expert after 2 month completion of training

Career path counselling

Custom tailored training as per the requirement

Exam assistance

Exam Mock papers

100% Quality assurance with certified & industry experienced Traine

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Download Course Contents

Audience Profile:

This course is tailored for both functional and technical consultants who are involved in implementing and managing Dynamics 365 Finance and Operations within an organization.

Prerequisites:

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

Course Outline:

Module 1: Introduction to Microsoft Dynamics 365

Explore the various applications of Dynamics 365
Learn how Dynamics 365 supports digital transformation and provides business value
Understand the role of artificial intelligence and mixed reality in Dynamics 365

Module 2: Navigate Finance and Operations Apps

Learn to navigate finance and operations apps and use workspaces for productivity
Utilize filtering and search techniques, and understand view/edit modes

Module 3: Get Started with Dynamics 365 Finance

Explore the benefits and features of Dynamics 365 Finance

Module 4: Get Started with Production Control in Dynamics 365 Supply Chain Management

Understand discrete, lean, and process manufacturing
Learn how to configure production control and integrate IoT insights

Module 5: Get Help and Learn More About Finance and Operations Apps

Utilize Microsoft Learn documentation and customize in-product help topics
Ensure privacy protection for customer data

Module 6: Get Started with Lifecycle Services for Finance and Operations Apps

Learn about Lifecycle Services tools and licensing requirements
Create business process models and run Issue Search for analysis

Module 7: Design and Plan an Implementation of Finance and Operations Apps

Prepare requirement documentation and participate in solution design
Create functional design documents (FDD) and perform phase-based planning

Module 8: Translate Dynamics 365 Apps and Documentation

Learn about Dynamics 365 Translation Service to manage translations
Submit and review translation requests for user interfaces and documentation

Module 9: Plan and Configure the Global Address Book

Understand the global address book's functionality and configuration

Module 10: Plan and Implement Legal Entities

Create legal entities, organization hierarchies, and configure calendars and policies

Module 11: Plan and Implement Security

Understand security architecture, encryption, user management, and segregation of duties

Module 12: Set Up Batch Jobs

Learn batch processing, configure batch servers, and manage active batch periods

Module 13: Work with Workflows

Create and configure workflows, including manual and automated tasks

Module 14: Set Up and Build Mobile Experiences

Implement components for mobile experiences and connect to virtual entities

Module 15: Personalize Finance and Operations Apps

Learn user personalization options, create templates, and use saved views

Module 16: Implement Common Integration Features

Integrate Microsoft Office, configure email and network printing, and enable Power BI

Module 17: Feature Management in Finance and Operations Apps

Manage the Feature Management workspace and enable/disable features as needed

Module 18: Prepare Data for Migration

Choose data integration strategies and create test plans for migration
Use the BYOD feature for data migration

Module 19: Work with Data Management

Learn the Data Management platform and manage import/export jobs

Module 20: Perform User Acceptance Testing

Create and execute test cases using Task Recorder and Azure DevOps

Module 21: Prepare for Go-Live

Complete the go-live methodology, perform user acceptance testing, and request a production environment

Module 22: Work with Analytics and Reporting

Generate financial reports and configure Dynamics 365 for Power Platform integration

Module 23: Configure Electronic Reporting in Dynamics 365 Finance

Configure electronic reporting and generate reports in specific formats, including barcode data

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