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


Course Number: MOC-MB-300

Duration: 2 days (13 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 describe finance and operations apps and extend apps by using Microsoft Power Platform technologies. Students also learn how to configure administrative features and workflows, manage Finance and Operation data, and validate and support the solution. 

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

  • Use common functionality and implementation tools
  • Describe uses 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 installation
  • Describe use cases for the business document management and electronic reporting features
  • Navigate and efficiently use search filtering and create search queries
  • Understand and use record templates
  • Describe use cases for Power Platform apps and services
  • Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps.
  • Implement security and segregation of duties
  • Design and create workflows
  • Set up and configure legal entities and operating units
  • Creating Batch Jobs
  • Create an organization hierarchy and assign purpose
  • Configure user options
  • Use Excel Workbook Designer
  • Use Power Automate flows from Dynamics 365 Finance and Operations
  • Plan for Data Migration
  • Manage data and applications in Finance and Operations
  • Implement Lifecycle services (LCS) Tools
  • Test solutions in Dynamics 365 Finance and Operations apps

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

Using Common Functionality and Implementation Tools
  • Introduction to Dynamics 365 Finance and Operations
  • Basic UI and Navigation
  • Dynamics 365 Finance & Operations Features and Functionality
  • Power Platform tools that work with Finance and Operations apps
Configuring Administrative Features and Workflows
  • Implementing Security in Finance and Operations Apps
  • Implementing Dynamics 365 Finance and Operations apps workflows and business events
  • Planning and Implementing an organization in Dynamics 365 Finance and Operations
  • Administering Finance and Operations Apps
  • Implement Reporting in Dynamics 365 Finance and Operations
Managing Dynamics 365 Finance and Operation data
  • Manage data in Dynamics 365 Finance and Operations apps
  • Plan for Data Migration
  • Introduction to AppSource and ISV solutions
  • Dynamics 365 Finance and Operations integration
Validating and Supporting the Solution
  • Managing Applications in Dynamics 365 Finance and Operations
  • Implement Lifecycle Services (LCS) tools
  • Testing solutions in Dynamics 365 Finance and Operations apps
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.



Learn faster

Our live, instructor-led lectures are far more effective than pre-recorded classes

Satisfaction guarantee

If your team is not 100% satisfied with your training, we do what's necessary to make it right

Learn online from anywhere

Whether you are at home or in the office, we make learning interactive and engaging

Multiple Payment Options

We accept check, ACH/EFT, major credit cards, and most purchase orders



Recent Training Locations

Alabama

Birmingham

Huntsville

Montgomery

Alaska

Anchorage

Arizona

Phoenix

Tucson

Arkansas

Fayetteville

Little Rock

California

Los Angeles

Oakland

Orange County

Sacramento

San Diego

San Francisco

San Jose

Colorado

Boulder

Colorado Springs

Denver

Connecticut

Hartford

DC

Washington

Florida

Fort Lauderdale

Jacksonville

Miami

Orlando

Tampa

Georgia

Atlanta

Augusta

Savannah

Hawaii

Honolulu

Idaho

Boise

Illinois

Chicago

Indiana

Indianapolis

Iowa

Cedar Rapids

Des Moines

Kansas

Wichita

Kentucky

Lexington

Louisville

Louisiana

New Orleans

Maine

Portland

Maryland

Annapolis

Baltimore

Frederick

Hagerstown

Massachusetts

Boston

Cambridge

Springfield

Michigan

Ann Arbor

Detroit

Grand Rapids

Minnesota

Minneapolis

Saint Paul

Mississippi

Jackson

Missouri

Kansas City

St. Louis

Nebraska

Lincoln

Omaha

Nevada

Las Vegas

Reno

New Jersey

Princeton

New Mexico

Albuquerque

New York

Albany

Buffalo

New York City

White Plains

North Carolina

Charlotte

Durham

Raleigh

Ohio

Akron

Canton

Cincinnati

Cleveland

Columbus

Dayton

Oklahoma

Oklahoma City

Tulsa

Oregon

Portland

Pennsylvania

Philadelphia

Pittsburgh

Rhode Island

Providence

South Carolina

Charleston

Columbia

Greenville

Tennessee

Knoxville

Memphis

Nashville

Texas

Austin

Dallas

El Paso

Houston

San Antonio

Utah

Salt Lake City

Virginia

Alexandria

Arlington

Norfolk

Richmond

Washington

Seattle

Tacoma

West Virginia

Charleston

Wisconsin

Madison

Milwaukee

Alberta

Calgary

Edmonton

British Columbia

Vancouver

Manitoba

Winnipeg

Nova Scotia

Halifax

Ontario

Ottawa

Toronto

Quebec

Montreal

Puerto Rico

San Juan