Tricia Palanca
MB-300 | Microsoft Finance & Operations Core
Updated: Aug 31, 2020

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
Qualitia specializes in Microsoft Azure, Data Science, Machine Learning and AI. We can help you in your preparation for Exam MB-300 | Microsoft Finance & Operations Core.