MB-300 Microsoft Dynamics 365: Core Finance and Operations - ITEL
MB-300 Microsoft Dynamics 365: Core Finance and Operations
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Course Code:
MB-300
Duration:
2 Days
Delivery Mode:
Instructor-led training (ILT)/Online Learning (OLL)
Start Date:
Contact Us
End Date:
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Fees:
$1,635.00

This course covers the following core features in Dynamics 365: core common features, core configuration, data migration, and preparing to go live.

Course Outline

Lesson 1: Introduction to Microsoft Dynamics 365
  • Digital transformation is business transformation
  • Microsoft business applications
  • Artificial intelligence
  • Mixed Reality
Lesson 2: Navigate finance and operations apps
  • Navigation elements
  • See how workspaces drive productivity
  • Use filtering techniques
  • Search in finance and operations apps
  • Compare views
  • How to use View and Edit modes
Lesson 3: Get started with Dynamics 365 Finance
  • Benefits of Dynamics 365 Finance
  • Overview
  • General ledger
  • Cash and bank management
  • Tax
  • Accounts payable
  • Accounts receivable
  • Credit and collections
  • Budgeting
  • Fixed assets
  • Cost accounting
  • Electronic invoicing
  • Lab – Explore Dynamics 365 Finance
Lesson 4: Get started with production control in Dynamics 365 Supply Chain Management
  • Core concepts in production control
  • Understand unified manufacturing
  • Manufacturing principles
  • Overview of the production process and production life cycle
  • Discrete manufacturing
  • Process manufacturing
  • Lean manufacturing
  • Configure production control for unified manufacturing
  • Capacity planning
  • Integration between the General ledger and the Production control modules
  • IoT intelligence and insights
  • Lab – Explore production control
Lesson 5: Get help and learn more about finance and operations apps
  • Introduction
  • Microsoft Learn site
  • In-product help
  • Customize help topics
  • Protecting the privacy and personal data of your customers
Lesson 6: Get started with Lifecycle Services for finance and operations apps
  • Understand the functionality and tools of Lifecycle Services
  • Lifecycle Services security
  • Reuse existing assets, copy, and share data
  • Perform actions in the Asset library
  • Work with the Task recorder
  • Business process modeler (BPM)
  • Issue search and support
  • Get product updates from Lifecycle Services
  • Exercise – use the Task recorder to create and edit a recording
  • Exercise – create a business process modeler
  • Exercise – create a support incident
Lesson 7: Design and plan an implementation of finance and operations apps
  • Use implementation methodologies for a successful implementation
  • Cloud implementation – analysis
  • Cloud implementation – design and develop
  • Cloud implementation – test
  • Cloud implementation – deploy and operate
  • On-premises implementation – analysis
  • On-premises implementation – design and develop
  • On-premises implementation – test, deploy, and operate
  • Gathering and analyzing the requirements
  • Create functional design documents (FDD)
Lesson 8: Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service
  • Access Dynamics 365 Translation Service
  • Types of requests
  • Reuse translations (recycling)
  • Custom-trained machine translation system
  • Exercise – Create, review, and regenerate a user interface translation request
  • Exercise – Create, review, and regenerate a documentation translation request
  • Exercise – Create a translation memory file
Lesson 9: Plan and configure the global address book in finance and operations apps
  • How the global address book works
  • Plan for the global address book and other address books
  • Lab – Configure address books
  • Lab – Add a new record and check for duplicates
Lesson 10: Plan and implement legal entities in finance and operations apps
  • Create a legal entity
  • Create a number sequence
  • Understand organizational hierarchies and operating units
  • Plan your organizational hierarchy
  • Decide whether to model internal organizations as legal entities or operating units
  • Decide whether to model internal organizations as legal entities or operating units (cont.)
  • Best practices for modelling organizations and hierarchies
  • Apply purposes and policies
  • Distributed order management (DOM) policy
  • Configure calendars and date intervals
  • Lab – Configure a new legal entity
  • Lab – Create an operating unit
  • Lab – Create an organization hierarchy
  • Lab – Set up a number sequence
Lesson 11: Plan and implement security in finance and operations apps
  • Understand the security architecture
  • Encryption in finance and operations apps
  • Manage users and security
  • Set up and apply segregation of duties
  • Run security reports
  • Stay compliant with user licensing requirements
  • Security diagnostics for task recordings
  • Extensible data security policies
  • Exercise – Import a user and assign security role
  • Lab – Work with security
Lesson 12: Set up batch jobs in finance and operations apps
  • Overview of batch processing
  • Batch processing and batch servers
  • Batch processing of reports and setup of alerts
  • Copy a batch job
  • Batch job manager role
  • Unlock a journal
  • Lab – Work with batch jobs and set up alerts
Lesson 13: Work with workflows in finance and operations apps
  • Workflow types for business processes
  • Create and set up workflows
  • Assign users to workflow elements
  • Use the daily journal workflow
  • Lab – Create a purchase requisition workflow
Lesson 14: Design and build mobile apps for finance and operations apps
  • Demonstration
  • Overview of the Dynamics 365 Unified Operations mobile app
  • Page design guidelines
  • Action design guidelines
  • Form design requirements
  • Design considerations
  • Understand use cases for mobile apps
  • Get the Dynamics 365 Unified Operations mobile app
Lesson 15: Personalize finance and operations apps
  • Understand the differences between customization and personalization
  • Apply user options
  • Implicit personalization
  • Administer personalization
  • Saved views
  • The personalization toolbar
  • Personalize a workspace
  • Personalize a dashboard
  • Personalize inventory dimensions
  • Create and maintain record templates
  • Lab – Personalize user options
  • Lab – Create and use a record template
Lesson 16: Implement common integration features in finance and operations apps
  • Microsoft Office integration
  • Excel workbook designer
  • Document management
  • Configure email (SMTP/Exchange)
  • Create an email template
  • Power BI in finance and operations
  • Set up network printing
  • Integrate data from multiple sources into Microsoft Dataverse for Apps
  • Lab – Work with Microsoft Office integration
Lesson 17: Feature management in finance and operations apps
  • Feature management workspace
  • Feature states
  • Enable a feature
  • Reschedule a feature
  • Disable a feature
  • Features that must be enabled
  • Enable all features
  • Check for updates
  • Assign roles
  • Features that use configuration keys
  • Data entities
Lesson 18: Prepare data for migration to finance and operations apps
  • Select a data integration (import/export) strategy
  • Common migration scenarios and tools
  • Bring your own database (BYOD)
  • Test a data migration and validate output
Lesson 19: Work with data management in finance and operations apps
  • Data management concepts
  • Use data entities for data management and integration
  • Work with the Data management workspace
  • Using Standard and Enhanced views for tiles
  • Use templates in data management
  • Export, import, and copy data into a legal entity
  • Lab – Explore the Data management workspace
  • Lab – Export data using the Data management workspace
  • Database movement operations
Lesson 20: Perform user acceptance testing in finance and operations apps
  • Create user acceptance test libraries
  • Record test cases and save to BPM
  • Synchronize and configure your test plan in Azure DevOps
  • Run user acceptance tests
  • Data task automation
  • Exercise – Build test scripts to test business functionality
Lesson 21: Prepare to go-live with finance and operations apps
  • Understand the go-live process
  • Complete the Lifecycle Services methodology
  • Perform user acceptance testing (UAT) for your solution
  • FastTrack go-live assessment
Lesson 22: Work with analytics and reporting in finance and operations apps
  • Understand different types of reports and inquiries
  • Financial reporting
  • Find inquiries and reports
  • Generate and consume inquiries and reports
  • Configure finance and operations apps for Microsoft Power Platform
  • Lab – Work with reports
Lesson 23: Configure electronic reporting in Dynamics 365 Finance
  • Configure electronic reporting
  • Use barcode data sources to generate bar code images
  • Lab – Generate electronic documents for payments

Course Fee (inclusive of 9% GST)

$1,635.00 *Funding not available
Course Prerequisite
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 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
  • The student should be able to take a synchronous, virtual course and communicate feedback in a positive, constructive manner
Important Notes
None.
Who Should Attend?
To be updated

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