Microsoft Dynamics 365 Unified Operations Core (MB-300)

MB-300 (3 Days)

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Dynamics 365 Training Overview

This Microsoft Dynamics 365 Unified Operations Core 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

Most Accelebrate courses are taught as private, customized training for 3 or more attendees at our clients' sites worldwide. In addition, we offer live, private online classes for teams who may be in multiple locations or wish to save on travel costs. Please visit our client list for organizations for whom we have delivered onsite training. To receive a customized proposal and price quote for private on-site or online training, please contact us.

In addition, some courses are available as live, online classes for individuals. See a schedule of online courses.

Dynamics 365 Training Objectives

All students will learn how to:

  • Use the core components
  • Configure core components

Dynamics 365 Training Outline

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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
  • Module summary
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
  • Practice Labs
  • Module Summary
Use Lifecycle Services to Design and Plan
  • Introduction
  • Phases of a cloud implementation
  • Phases of an on-premises implementation
  • Create Functional Design Documents (FDD)
  • Module Summary
Overview of Reporting and Analytics
  • Understand reports and inquiries
  • Learn about Financial reporting
  • Configure PowerBI to your instance
  • Practice Labs
  • Module Summary
Build and Test Mobile Apps
  • Overview of Unified Operations mobile app
  • Build and use mobile apps
  • Practice Lab
  • Module Summary
Create, Maintain and Use Workflows
  • Workflows for business processes
  • Create and setup workflows
  • Assign users to workflow touchpoints
  • Use Work items
  • Practice Lab
  • Module Summary
Course Conclusion
  • Final assessment
  • Course summary
  • Post-course survey
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
  • Practice labs
  • Module summary
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
  • Get ready to go live
Conclusion
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Lecture percentage

50%

Lecture/Demo

Lab percentage

50%

Lab

Course Number:

MB-300

Duration:

3 Days

Prerequisites:

All students must have a basic understanding of ERP and CRM concepts.

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 Internet Explorer, Mozilla Firefox, or Google Chrome will be fine.

Contact Us:

Accelebrate’s training classes are available for private groups of 3 or more people at your site or online anywhere worldwide.

Don't settle for a "one size fits all" public class! Have Accelebrate deliver exactly the training you want, privately at your site or online, for less than the cost of a public class.

For pricing and to learn more, please contact us.

Contact Us Train For Us

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International:
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International:
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