MB-300T00 Microsoft Dynamics 365: Core Finance and Operations (UT-MS-DYNAMICS-365-CFO)

Course Description

This course covers the following core features in Dynamics 365: core common features, core configuration, data migration, and preparing to go live.

Course Objectives

  1. Use common functionality and implementation tools
  2. Describe uses cases for, and capabilities of, workspaces
  3. Use and personalize operational workspaces
  4. Describe case management
  5. Describe global address book features and their use cases
  6. Identify the inquiry and report types available in a default installation
  7. Describe use cases for the business document management and electronic reporting features
  8. Navigate and efficiently use search filtering and create search queries
  9. Understand and use record templates
  10. Describe use cases for Power Platform apps and services
  11. Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps.
  12. Implement security and segregation of duties
  13. Design and create workflows
  14. Set up and configure legal entities and operating units
  15. Creating Batch Jobs
  16. Create an organization hierarchy and assign purpose
  17. Configure user options
  18. Use Excel Workbook Designer
  19. Use Power Automate flows from Dynamics 365 Finance and Operations
  20. Plan for Data Migration
  21. Manage data and applications in Finance and Operations
  22. Implementing Lifecycle services (LCS) Tools
  23. Testing solutions in Dynamics 365 Finance and Operations apps

Course Outline

1 - Introduction to Microsoft Dynamics 365

  • Digital transformation is business transformation
  • Microsoft business applications
  • Artificial intelligence
  • Mixed reality
  • Check your knowledge

2 - Navigate finance and operations apps

  • Navigation elements
  • See how workspaces drive productivity
  • Use filtering techniques
  • Search in finance and operations apps
  • Compare views
  • How to use View and Edit modes
  • Check your knowledge

3 - Get started with Dynamics 365 Finance

  • Benefits of Dynamics 365 Finance
  • Overview
  • General ledger
  • Cash and bank management
  • Tax
  • Accounts payable
  • Accounts receivable
  • Credit and collections
  • Budgeting
  • Fixed assets
  • Cost accounting
  • Electronic invoicing
  • Lab - Explore Dynamics 365 Finance
  • Check your knowledge

4 - Get started with production control in Dynamics 365 Supply Chain Management

  • Core concepts in production control
  • Understand unified manufacturing
  • Manufacturing principles
  • Overview of the production process and production life cycle
  • Batch orders
  • Discrete manufacturing
  • Process manufacturing
  • Lean manufacturing
  • Configure production control for unified manufacturing
  • Capacity planning
  • Integration between the General ledger and the Production control modules
  • IoT intelligence and insights
  • Describe the value proposition for mixed-reality Guides for production floor workers
  • Lab - Explore production control
  • Check your knowledge

5 - Get help and learn more about finance and operations apps

  • Microsoft Learn site
  • In-product help
  • Customize help topics
  • Protecting the privacy and personal data of your customers

6 - Get started with Lifecycle Services for finance and operations apps

  • Understand the functionality and tools of Lifecycle Services
  • Determine licensing requirements
  • Lifecycle Services security
  • Reuse existing assets, copy, and share data
  • Perform actions in the Asset library
  • Work with the Task recorder
  • Business process modeler (BPM)
  • Support options
  • Get product updates from Lifecycle Services
  • Check your knowledge

7 - Design and plan an implementation of finance and operations apps

  • Use implementation methodologies for a successful implementation
  • Cloud implementation - analysis
  • Cloud implementation - design and develop
  • Cloud implementation - test
  • Cloud implementation - deploy and operate
  • On-premises implementation - analysis
  • On-premises implementation - design and develop
  • On-premises implementation - test, deploy, and operate
  • Gathering and analyzing the requirements
  • Create functional design documents (FDD)
  • Check your knowledge

8 - Translate Dynamics 365 apps and documentation with Dynamics 365 Translation Service

  • Access Dynamics 365 Translation Service
  • Types of requests
  • Reuse translations (recycling)
  • Custom-trained machine translation system
  • Check your knowledge

9 - Plan and configure the global address book in finance and operations apps

  • How the global address book works
  • Plan for the global address book and other address books
  • Lab - Configure address books
  • Lab - Add a new record and check for duplicates
  • Check your knowledge

10 - Plan and implement legal entities in finance and operations apps

  • Create a legal entity
  • Create a number sequence
  • Understand organizational hierarchies and operating units
  • Plan your organizational hierarchy
  • Decide whether to model internal organizations as legal entities or operating units
  • Decide whether to model internal organizations as legal entities or operating units (cont.)
  • Best practices for modeling organizations and hierarchies
  • Apply purposes and policies
  • Distributed order management (DOM) policy
  • Configure calendars and date intervals
  • Lab - Configure a new legal entity
  • Lab - Create an operating unit
  • Lab - Create an organization hierarchy
  • Lab - Set up a number sequence
  • Check your knowledge

11 - Plan and implement security in finance and operations apps

  • Understand the security architecture
  • Encryption in finance and operations apps
  • Manage users and security
  • Set up and apply segregation of duties
  • Run security reports
  • Stay compliant with user licensing requirements
  • Security diagnostics for task recordings
  • Extensible data security policies​
  • Lab - Work with security
  • Check your knowledge

12 - Set up batch jobs in finance and operations apps

  • Overview of batch processing
  • Batch processing and batch servers
  • Batch processing of reports and setup of alerts
  • Copy a batch job
  • Batch job manager role
  • Unlock a journal
  • Lab - Work with batch jobs and set up alerts
  • Check your knowledge

13 - Work with workflows in finance and operations apps

  • Workflow types for business processes
  • Create and set up workflows
  • Assign users to workflow elements
  • Use the daily journal workflow
  • Lab - Create a purchase requisition workflow
  • Check your knowledge

14 - Design and build mobile apps for finance and operations apps

  • Demonstration
  • Overview of the Dynamics 365 Unified Operations mobile app
  • Page design guidelines
  • Action design guidelines
  • Form design requirements
  • Design considerations
  • Understand use cases for mobile apps
  • Get the Dynamics 365 Unified Operations mobile app
  • Check your knowledge

15 - Personalize finance and operations apps

  • Understand the differences between customization and personalization
  • Apply user options
  • Implicit personalization
  • Explicit personalization
  • Administer personalization
  • Saved views
  • The personalization toolbar
  • Personalize a workspace
  • Personalize a dashboard
  • Personalize inventory dimensions
  • Create and maintain record templates
  • Lab - Personalize user options
  • Lab - Create and use a record template
  • Check your knowledge

16 - Implement common integration features in finance and operations apps

  • Microsoft Office integration
  • Excel workbook designer
  • Document management
  • Configure email (SMTP/Exchange)
  • Create an email template
  • Power BI in finance and operations
  • Print management
  • Integrate data from multiple sources into Microsoft Dataverse for Apps
  • Lab - Work with Microsoft Office integration
  • Check your knowledge

17 - Feature management in finance and operations apps

  • Feature management workspace
  • Feature states
  • Enable a feature
  • Reschedule a feature
  • Disable a feature
  • Features that must be enabled
  • Enable all features
  • Check for updates
  • Assign roles
  • Features that use configuration keys
  • Data entities
  • Check your knowledge

18 - Prepare data for migration to finance and operations apps

  • Select a data integration (import/export) strategy
  • Common migration scenarios and tools
  • Bring your own database (BYOD)
  • Test a data migration and validate output
  • Check your knowledge

19 - Work with data management in finance and operations apps

  • Data management concepts
  • Use data entities for data management and integration
  • Work with the Data management workspace
  • Using Standard and Enhanced views for tiles
  • Use templates in data management
  • Export, import, and copy data into a legal entity
  • Lab - Explore the Data management workspace
  • Lab - Export data using the Data management workspace
  • Database movement operations
  • Data sharing framework
  • Check your knowledge

20 - Perform user acceptance testing in finance and operations apps

  • Create user acceptance test libraries
  • Record test cases and save to BPM
  • Synchronize and configure your test plan in Azure DevOps
  • Run user acceptance tests
  • Data task automation
  • Check your knowledge

21 - Prepare to go-live with finance and operations apps

  • Understand the go-live process
  • Complete the Lifecycle Services methodology
  • Perform user acceptance testing (UAT) for your solution
  • FastTrack go-live assessment
  • Request a production environment
  • Check your knowledge

22 - Work with analytics and reporting in finance and operations apps

  • Understand different types of reports and inquiries
  • Financial reporting
  • Find inquiries and reports
  • Generate and consume inquiries and reports
  • Configure finance and operations apps for Microsoft Power Platform
  • Lab - Work with reports
  • Check your knowledge

23 - Configure electronic reporting in Dynamics 365 Finance

  • Configure electronic reporting
  • Use barcode data sources to generate bar code images
  • Lab - Generate electronic documents for payments
  • Check your knowledge

Course Prerequisites

Before attending this course, students must have:

  • General knowledge of Microsoft Windows
  • The ability to use Dynamics 365 for Finance and Operations for basic processing and navigation
  • Experience being a functional or technical consultant who has used Dynamics Finance Apps to gather and analyze business requirements
  • General knowledge of basic mobile device features and navigation

Course Information

Length: 2 day

Format: Lecture and Lab

Delivery Method: n/a

Max. Capacity: 16


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Who Should Attend

Consultants (functional and technical) gather and analyze business requirements, and translate those requirements into fully realized business processes and solutions that implement industry recommended practices. They serve as a key resource in implementing and configuring apps to meet business requirements. Consultants should be able to implement shared features used by Dynamics 365 finance and operations apps. They should also have awareness of how Dynamics 365 finance and operations apps integrate with external systems and tools including Microsoft Power Platform. The consultant uses Lifecycle Services (LCS), Azure DevOps, and other Microsoft tools and platforms to facilitate the application lifecycle management (ALM) process. Consultants pursue continuous education by reading the product release notes, reviewing product roadmaps, participating in conferences, or continue learning by using Microsoft Learn, Microsoft Docs, instructor-led training, blogs, and user communities. They should also pursue role-base certifications and assessments to ensure their knowledge is recognized.