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

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
Implementing Lifecycle services (LCS) Tools
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

Schedule

Contact Us

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info@firefly.cloud

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.