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

Duration: 3 Days

Description

Note: You will need to clear both MB-300 and MB-310 exams to become Microsoft certified Dynamics 365 Finance Functional Consultant Associate. The content of MB-300 was updated on August 9, 2021.

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 core components and features of 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 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

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Objectives

  • Describe finance and operations apps, and extend apps by using Microsoft Power Platform technologies 
  • Configure administrative features and workflows 
  • Manage finance and operations data 
  • Validate and support solutions 

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 core components and features of 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 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.

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: Describe finance and operations apps, and extend apps by using Microsoft Power Platform technologies

Identify and use common apps, features, and functionality

  • describe apps in the finance and operations portfolio
  • describe the main components of Dynamics 365 Commerce
  • describe uses cases for and capabilities of workspaces and mobile workspaces
  • describe case management
  • describe global address book features and their use cases
  • identify inquiry and report types available in a default installation
  • describe use cases for the Business document management and electronic reporting features
  • perform searches, save queries and views, create and use, record templates, and create filters

Extend app functionality by using Microsoft Power Platform technologies

  • identify use cases for Microsoft Dataverse
  • identify use cases for Power Apps
  • identify use cases for Power Automate
  • identify use cases for Power BI
  • identify use cases for Power Virtual Agents

Module 2: Configure administrative features and workflows

Implement security

  • distinguish between roles, duties, privileges, and permissions
  • assign security roles to users based on requirements
  • describe segregation of duties
  • describe and use the security diagnostics tool

Design and create workflows and business events

  • describe use cases for workflows
  • design and create workflows
  • configure workflow properties, tasks, approvals, and elements
  • configure queues, workflow assignment hierarchies, workflow parameters, and troubleshoot workflows
  • troubleshoot workflows
  • manage workflow versions
  • Trigger Power Automate flows by using business events

Configure organization administration features

  • set up and configure legal entities and operating units
  • configure and troubleshoot number sequences
  • create organization hierarchies
  • describe and apply user options
  • configure document handling for attachments
  • configure print management and form setup features

Configure system administration features

  • describe use cases for the Microsoft Excel Workbook Designer and the Microsoft Dynamics Office add-in
  • configure email (SMTP/Exchange)
  • create and maintain email templates
  • describe use cases for Entity store
  • create, export, and import personalization
  • publish saved views
  • set up and monitor batch jobs
  • set up alerts

 

Module 3: Manage finance and operations data

Manage data

  • describe use cases for the Data Management framework
  • describe use cases for projects, data entities, and templates
  • copy configuration data between companies or legal entities by using the data management framework
  • describe use cases for the dual-write feature

Describe the migration process

  • identify common migration scenarios and tools in finance and operations apps
  • identify relevant data entities and elements based on given scenarios
  • identify data migration requirements

Prepare data for migration and migrate data to finance and operations apps

  • identify types of data including master, transactional, reference, and parametric
  • generate field mapping between source and target data structures
  • import or export data by using the data management framework
  • support the transition between the existing and migrated systems
  • perform a test migration and validate output from the process
  • implement data task automation

Module 4: Validate and support solutions

Test solutions

  • describe types of testing, including unit, regression, functional, and end-to-end
  • describe capabilities of available testing tools
  • track work items through a project implementation by using Azure DevOps
  • create test cases and test plans by using Azure DevOps
  • automate and manage test cases by using the Regression Suite Automation Tool (RSAT)
  • create test scripts by using Task recorder and upload scripts to Business process modeler or Azure DevOps

Describe and use Lifecycle Services tools

  • identify use cases for project asset libraries and shared asset libraries
  • describe environment purposes and topologies
  • differentiate between Tier 1 environment and other tiers
  • describe use cases for Business process modeler libraries
  • describe the types of environments including sandbox, test, and production
  • report production outages
  • create and save trace files to troubleshoot performance issues
  • describe the impacts of Dynamics 365 One Version service updates on projects

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.

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