MB-300 Microsoft Dynamics 365: Core Finance and Operations
8/4/2021 - 8/5/20219/15/2021 - 9/16/202110/27/2021 - 10/28/2021COURSE LENGTH:
9:00am - 4:30pm
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 modernize 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.
AUDIENCE AND PREREQUISITES
Job role: Functional Consultant
Preparation for exam: MB-300
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. Maximize operational efficiency, product quality, and profitability. Innovate with intelligent manufacturing operations, modernize warehouse management, optimize production performance, maximize the life of your assets, and automate and streamline your supply chain.
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.
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
*Course Cost listed does not include the cost of courseware or exam. Course is subject to a minimum enrollment to run. Course may run virtually as a Virtual Instructor-Led (VILT) class if the minimum enrollment is not met. For more information, please contact: firstname.lastname@example.org
Module 1: Course Overview Learning Objectives Module Overview You will have learned the modules covered in this course.Module 2: Use common functionality and implementation tools 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 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 install 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 Module 3: Configure security, processes, and options Implement security Design and create workflows Configure Organization 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 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 jobModule 4: Manage Dynamics 365 Finance and Operation data 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 entitiesModule 5: Validate and support the solution Test solutions in Dynamics 365 Finance and Operations apps Implement Lifecycle Services tools 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.