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

Module 1: Utilize common functionality and implementation tools
In this module, you will learn to: • Employ common functionality and implementation tools. • Articulate use cases and capabilities associated with workspaces. • Utilize and personalize operational workspaces. • Explain case management. • Describe the features and applications of the global address book. • Recognize the inquiry and report types present in a default installation. • Describe use cases for business document management and electronic reporting features. • Manage business documents. • Navigate and efficiently use search, filtering, and query creation. • Understand and apply record templates. • Describe use cases for Power Platform apps and services. • Identify appropriate times to use Power Platform within 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

Module 2: Configure security, processes, and options
In this module, you will learn to: • Differentiate between roles, duties, privileges, and permissions. • Assign security roles to users. • Explain the principle of segregation of duties. • Execute and interpret security reports. • Develop and utilize approval workflows. • Set workflow properties and elements. • Establish and configure legal entities and operating units. • Configure and resolve issues with number sequences. • Create an organization hierarchy and assign purposes. • Explain and apply user options. • Configure document handling for attachments. • Set up print management and form 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. • Utilize 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

Module 3: Manage Dynamics 365 Finance and Operation data
In this module, you will learn to: • Administer data within Dynamics 365 Finance and Operations apps. • Describe Data management concepts. • Review 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 codes, customers, vendors, and products. • Describe use cases and types of data entities. • Export data from a legal entity. • Import data into a legal entity. • Replicate configuration data between companies or legal entities 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. • Define the scope of a migration. • Identify relevant data entities and elements for specific scenarios. • Establish migration strategy processes, including scope definition. • Prepare data for migration and execute the migration. • Create a checklist for proper planning prior to data migration. • Identify and extract source data. • Identify available data types for creating source data for specific migration scenarios. • Generate field mapping between source and target data structures. • Import or export data using the data management framework. • Support the transition between existing and migrated systems. • Perform a test migration and validate the output. • 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

Module 4: Validate and support the solution
In this module, you will learn to: • Describe the correlation between test cases and business requirements. • Apply best practices for recording test cases. • Use the Task recorder. • Create a scenario for acceptance testing and save it in a Business process modeler (BPM) library. • Sync and configure your test plan in Azure DevOps. • Execute your tests. • Use the Regression suite automation tool (RSAT). • Create user acceptance tests (UAT) and test plans. • Create and operate the BPM. • Use Issue search.
Lessons

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