This course discusses core components of Microsoft Dynamics 365 for Finance and Operations including how to configure core components of Microsoft Dynamics 365 for Finance and Operations and data migration and go-live preparation.
Dynamics
Basic understanding of ERP, CRM concepts.
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
General knowledge of basic mobile device features and navigation
A Dynamics 365 for Finance and Operations Functional Consultant is responsible for performing discovery, capturing requirements, engaging subject matter experts and stakeholders, translating requirements, and configuring the solution and applications. The Functional Consultant implements a solution using out of the box capabilities, codeless extensibility, application and service integrations.
MB-300: Microsoft Dynamics 365: Core Finance and Operations
Microsoft Dynamics 365 Core Finance and Operations Training (MB-300) Delivery Methods
Microsoft Official Course content
Microsoft Dynamics 365 Core Finance and Operations Training (MB-300) Course Benefits
How to navigate and efficiently use search, filtering and queriesHow to use operational workspacesWork with Business Document ManagementWork with record templatesIntegrate Power BI with Dynamics 365 Finance and Operations appsHow to personalize workspacesIdentify when to use Power Platform in Dynamics 365 Finance and Operations appHow to apply security roles to usersRun and analyze security reportsCreate and use workflow for approvalWork with Organization Hierarchy and its purposesHow to use personalization featureUse Data Management workspaceCreate and use and entity templatesCopy configuration data between legal entitiesImport and Export data and manage data by using Office IntegrationUse Regression Suite Automation Tool (RSAT)Create User acceptance Tests (UAT) and test plansCreate and work with Business Process Modeler (BPM)Understand how to use Issue search
Microsoft Dynamics 365 Core Finance and Operations Course Outline
Module 1: Use common functionality and implementation tools
In this module, you will learn how to:
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.
Work with business document management.
Navigate and efficiently use search filtering and create search queries.
Understand and use record templates.
Describe use cases for Power Platform apps and services.
Identify when to use Power Platform in the Dynamics 365 Finance app.
Integrate Power BI with Dynamics 365 Finance apps.
Lessons
Introduction
Identify and use common Dynamics 365 Finance and Operations apps features and functionality
Describe use cases for Power Platform apps and services
Module Summary
Lab : Work with an operational workspace
Lab : Prepare, enable, and use Business document management
Lab : Perform searches and work with filters
Lab : Create search queries and save for future use
Lab : Work with record templates
You have learned how to:
Use common functionality and implementation tools.
Describe use 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.
Work with business document management.
Navigate and efficiently use search filtering and create search queries.
Understand and use record templates.
Describe use cases for Power Platform apps and services.
Identify when to use Power Platform in the Dynamics 365 Dynamics 365 Finance app.
Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps.
Module 2: Configure security, processes, and options
Module 3: Manage Dynamics 365 Finance and Operation data
Module 4: Validate and support the solution
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