Clientele ➞

Certification BootCamp for MB-300: Microsoft Dynamics 365: Core Finance and Operations

Duration: 3 Days

Description

The MB-300 (Microsoft Dynamics 365 Core Finance and Operations) certification BootCamp course from CloudThat has been curated for candidates to help them prepare for Microsoft MB-300 exam. By taking up this BootCamp course, candidates will receive training from our in-house subject matter experts to successfully clear the exam. We also provide relevant study material necessary to pass the MB-300 certification exam to become a Microsoft certified Dynamics 365 Functional Consultant with expertise in Core Finance and Operations.

This course discusses core components and configuration of Microsoft Dynamics 365 Finance, and data migration and preparing for go-live. Candidates taking up this certification learn how Finance and Operations apps integrate with external systems and tools including Power Platform. They are trained to actively manage application lifecycles by using Lifecycle Services (LCS) and other Microsoft tools and platforms.

Note: You will need to clear both

...Read more

Objectives

After completing this course, candidates will be able to:

  • Use common functionality and implementation tools
  • Configure security, processes, and options
  • Manage Finance and Operations data
  • Validate and support the solution

Who Should Attend

  • Functional consultants who analyze business requirements and translate those requirements into fully realized business processes and solutions using industry best practices.

Prerequisites

  • General knowledge of Microsoft Windows.
  • The ability to use Dynamics 365 for Finance and Operations for basic processing.
  • Specialize in one or more feature sets of Finance and Operations apps including finance, manufacturing, and supply chain management.
  • General knowledge of basic mobile device features and navigation.

Course Outline

Module 1: Get Started with Dynamics 365 for Finance and Operations

Learn how Microsoft Dynamics 365 for Finance and Operations supports businesses to manage their global financial systems, operational business processes, and streamlined supply chains to empower people to make fast, informed decisions.

Lessons:

  • Introduction
  • Industry focus
  • Introduction to financial management
  • Introduction to employee management
  • Introduction to supply chain management
  • Module summary

Module 2: Get Started with Lifecycle Services

In this module, you will learn how to use Microsoft Dynamics Lifecycle Services (LCS) to install, manage and maintain Microsoft Dynamics 365 for Finance and Operations.

Lessons:

  • Understand the functionality and tools of Lifecycle Services
  • Reuse existing assets, copy, and share data
  • Understand Task recorder functionality
  • Create a business process model
  • Run the LCS Issue Search tool and analyze results
  • Learn how to use Regression Suite Automation Tool
  • Practice Labs
  • Module Summary

Module 3: Use Lifecycle Services to Design and Plan

In this module, learn how to manage the application lifecycle and ensure predictable, repeatable, high quality Dynamics 365 for Finance and Operations implementation.

Lessons:

  • Introduction
  • Phases of a cloud implementation
  • Phases of an on-premises implementation
  • Create Functional Design Documents (FDD)
  • Module Summary

Module 4: Overview of Reporting and Analytics

In this module, you will learn how to use analytics and reporting in Dynamics 365 for Finance and Operations.

Lessons:

  • Understand reports and inquiries
  • Learn about Financial reporting
  • Configure PowerBI to your instance
  • Practice Labs
  • Module Summary

Module 5: Build and Test Mobile Apps

In this module, you will be introduced to lessons on how to use Dynamics 365 for Finance and Operations on your smart device.

Lessons:

  • Overview of Unified Operations mobile app
  • Build and use mobile apps
  • Practice Lab
  • Module Summary

Module 6: Create, Maintain and Use Workflows

In this module, you will learn how to use, create and maintain workflow processes.

Lessons:

  • Workflows for business processes
  • Create and setup workflows
  • Assign users to workflow touchpoints
  • Use Work items
  • Practice Lab
  • Module Summary

Module 7: Set Up and Configure Legal Entities

This module explains the setup and configuration of legal entities and number sequences in Dynamics 365 for Finance and Operations.

Lessons:

  • Create a legal entity and generate number sequences
  • Create a number sequence
  • Create organization hierarchies
  • Apply purposes and policies
  • Configure calendars and date intervals
  • Practice Labs
  • Module summary

Module 8: Manage Users and Security

Microsoft Dynamics 365 for Finance and Operations has an array of security and configuration options to help keep your sensitive data safe. In this module, you will learn how to implement different security options to help companies cover their security requirements.

Lessons:

  • Understand the security architecture
  • Manage users and security
  • Setup and apply segregation of duties
  • Run security reports
  • Setup batch jobs and alerts
  • Practice labs
  • Module summary

Module 9: Perform Personalization

In this module, you will learn how personalize the user interface in Dynamics 365 for Finance and Operations to help department managers enforce a specific user interface for their staff without a need for customization.

Lessons:

  • Describe and apply user options
  • Create, export, and import personalization
  • Create and maintain record templates
  • Practice labs
  • Module summary

Module 10: Implement Common Integration Features

This module provides information about how to implement Common integration features in Finance and Operations.

Lessons:

  • Microsoft Office integration
  • Configure email
  • Create and maintain email templates
  • Use Power BI
  • Setup network printing
  • Integrate data into Common Data Services for Apps
  • Practice Labs
  • Module summary

Module 11: Prepare Data for Migration and Migrate Data

In this module, learn how to prepare data for migration by using the data management framework to manage data entities and data entity packages in Dynamics 365 for Finance and Operations.

Lessons:

  • Introduction
  • Understand BYOD feature
  • Perform a test migration and validate output
  • Module summary

Module 12: Use Data Management

In this module, you will get an overview of the basic concepts of the Data management platform. You will also learn how to import and export data in Dynamics 365 for Finance and Operations by using the Data management workspace. You will learn how to use the asynchronous recurring integration features of the Data management platform.

Lessons:

  • Introduction
  • Understand data management and integration
  • Data management workspace
  • Templates in data management
  • Import, export and copy data into a legal entity
  • Practice Labs
  • Module summary

Module 13: Perform User Acceptance Testing

In this module, you will learn how to perform user acceptance testing (UAT) in Microsoft Dynamics 365 for Finance and Operations to validate the go-live solution.

Lessons:

  • Introduction
  • Create and perform test cases for User Acceptance
  • Practice Lab
  • Module summary

Module 14: Prepare to Go Live

In this module, learn how to prepare to go live with a Finance and Operations project by using Microsoft Dynamics Lifecycle Services (LCS).

Lessons:

  • Introduction
  • Get ready to go live
  • Module summary

Module 15: Course Conclusion

Final assessment and course summary, as well as a post-course survey for the course.

Lessons:

  • Final assessment
  • Course summary
  • Post-course survey

About the Trainer

Microsoft Dynamics Certified Trainer.

Other Details

For latest batch dates, fees, location, technical queries and general inquiries, contact our sales team at: +91 8880002200 or email at sales@cloudthat.in.

Upcoming Batches

TBA

Quick Inquiry: Dynamics and Power Platform Courses

Loading...





Favorite Courses
No Favourites added yet.

Our Partners