MB-300 | Microsoft Finance & Operations Core

Audience Profile

A Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application & service integrations.

Prerequisites

• Knowledge of Microsoft Windows

• Knowledge of basic mobile device features and navigation

Course Outline

Module 1: Dynamics 365 for Finance and Operations

Lessons

• Industry focus

• Introduction to financial, employee & supply chain management

Module 2: Lifecycle Services

Lessons

• Understand Lifecycle Services

• Reuse existing assets, copy & share data

• Understand Task recorder functionality

• Create a business process model

• Run the LCS Issue Search tool & analyze results

• Use Regression Suite Automation Tool

Module 3: Use Lifecycle Services to Design & Plan

Lessons

• Phases of a cloud implementation, and on-premises implementation

• Create Functional Design Documents

Module 4: Reporting & Analytics

Lessons

• Understand reports and inquiries

• Financial reporting

• Configure PowerBI to your instance

Module 5: Mobile Apps

Lessons

• Unified Operations mobile app

• Build & use mobile apps

Module 6: Workflows

Lessons

• Workflows for business processes

• Create & setup workflows

• Assign users to workflow touchpoints

• Use Work items

Module 7: Legal Entities

Lessons

• Create a legal entity & generate number sequences

• Create a number sequence

• Create organization hierarchies

• Apply purposes & policies

• Configure calendars & date intervals

Module 8: Users & Security

Lessons

• Understand the security architecture

• Manage users & security

• Setup and apply segregation of duties

• Run security reports

• Setup batch jobs & alerts

Module 9: Personalization

Lessons

• Describe & apply user options

• Create, export & import personalization

• Create & maintain record templates

Module 10: Common Integration Features

Lessons

• Microsoft Office integration

• Configure email

• Create & maintain email templates

• Use Power BI

• Setup network printing

• Integrate data into Common Data Services for Apps

Module 11: Migration of Data

Lessons

• Understand the BYOD feature

• Perform a test migration & validate output

Module 12: Data Management

Lessons

• Data management & integration

• Workspace

• Templates

• Import, export & copy data into a legal entity

Module 13: User Acceptance Testing

Lessons

• Create & perform test cases for User Acceptance

Module 14: Go-Live

Lessons

• Get ready to go-live

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