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


Course Number: MOC-MB-300

Duration: 3 days (19.5 hours)

Format: Live, hands-on

Dynamics 365 Training Overview

This Microsoft Dynamics 365: Core Finance and Operations training course (MB-300) teaches attendees how to leverage the core common features, configuration, data migration, and preparing for go-live with Dynamics 365 for finance and operations.

Location and Pricing

Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.

In addition, some Microsoft courses are available as live, online classes for individuals.

Objectives

  • Get started with Lifecycle Services for Dynamics 365 for Finance and Operations
  • Use Lifecycle Services to design and plan implementation for Dynamics 365 for Finance and Operations
  • Have an overview of reporting and analytics in Dynamics 365 for Finance and Operations
  • Build and test mobile apps for Dynamics 365 for Finance and Operations
  • Create, maintain, and use workflows in Dynamics 365 for Finance and Operations
  • Set up and configure legal entities in Dynamics 365 for Finance and Operations
  • Manage users and security in Dynamics 365 for Finance and Operations
  • Perform personalization in Dynamics 365 for Finance and Operations
  • Implement common integration features in Dynamics 365 for Finance and Operations
  • Prepare data for migration and migrate data to Dynamics 365 for Finance and Operations
  • Use data management in Dynamics 365 for Finance and Operations
  • Perform user acceptance testing for Dynamics 365 for Finance and Operations
  • Prepare for go-live

Prerequisites

  • 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

Outline

Expand All | Collapse All

Introduction
Get Started with Dynamics 365 for Finance and Operations
  • Introduction
  • Industry focus
  • Introduction to financial management
  • Introduction to employee management
  • Introduction to supply chain management
Get Started with Lifecycle Services
  • Understand the functionality and tools of Lifecycle Services
  • Reuse existing assets, copy and share data
  • Understand Task recorder functionality
  • Create a business process model
  • Run the LCS Issue Search tool and analyze results
  • Learn how to use Regression Suite Automation Tool
Use Lifecycle Services to Design and Plan
  • Introduction
  • Phases of a cloud implementation
  • Phases of an on-premises implementation
  • Create Functional Design Documents (FDD)
Overview of Reporting and Analytics
  • Understand reports and inquiries
  • Learn about Financial reporting
  • Configure PowerBI to your instance
Build and Test Mobile Apps
  • Overview of Unified Operations mobile app
  • Build and use mobile apps
Create, Maintain, and Use Workflows
  • Workflows for business processes
  • Create and setup workflows
  • Assign users to workflow touchpoints
  • Use Work items
Set Up and Configure Legal Entities
  • Create a legal entity and generate number sequences
  • Create a number sequence
  • Create organization hierarchies
  • Apply purposes and policies
  • Configure calendars and date intervals
Manage Users and Security
  • Understand the security architecture
  • Manage users and security
  • Setup and apply segregation of duties
  • Run security reports
  • Setup batch jobs and alerts
Perform Personalization
  • Describe and apply user options
  • Create, export, and import personalziations
  • Create and maintain record templates
Implement Common Integration Features
  • Microsoft Office integration
  • Configure email
  • Create and maintain email templates
  • Use Power BI
  • Setup network printing
  • Integrate data into Common Data Services for Apps
Prepare Data for Migration and Migrate Data
  • Introduction
  • Understand BYOD feature
  • Perform a test migration and validate output
Use Data Management
  • Understand data management and integration
  • Data management workspace
  • Templates in data management
  • Import, export and copy data into a legal entity
Perform User Acceptance Testing
  • Create and perform test cases for User Acceptance
Prepare to Go Live
Conclusion

Training Materials:

All Microsoft Dynamics 365 training students receive Microsoft official courseware.

Software Requirements:

Attendees will not need to install any software on their computer for this class. The class will be conducted in a remote environment that Accelebrate will provide; students will only need a local computer with a web browser with a stable Internet connection. Any recent version of Microsoft Edge, Mozilla Firefox, or Google Chrome will be fine.



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