MB-300T00 Microsoft Dynamics 365: Core Finance and Operations

Price
$1,190.00
Duration
 2 Days
Delivery Methods
 VILT    Private Group
Eligible UT Programs: Learning Credits, Coupons, Technical Training Pass, Training Passport

This course discusses: Core common features of Dynamics 365 Finance, Core configuration in Dynamics 365 Finance, Data migration and preparing for go-live with Dynamics 365. Finance Organizations use Dynamics 365 Finance to reduce operational costs and rapidly respond to changing business needs. This solution lets organizations achieve these goals. This course discusses core components and configuration of Microsoft Dynamics 365 Finance, and data migration and preparing for go-live.

 

Upcoming Class Dates and Times

Aug 25  - Aug 26, 2022
8:00AM - 4:00PM Central
2 Days
Virtual Instructor Led

Who Should Attend

A Dynamics 365 Finance 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.

Course Objectives

  • How to navigate and efficiently use search, filtering and queries
  • How to use operational workspaces
  • Work with Business Document Management
  • Work with record templates
  • Integrate Power BI with Dynamics 365 Finance and Operations apps
  • How to personalize workspaces
  • Identify when to use Power Platform in Dynamics 365 Finance and Operations app.
  • How to apply security roles to users
  • Run and analyze security reports
  • Create and use workflow for approval
  • Work with Organization Hierarchy and its purposes.
  • How to use personalization feature
  • Use Data Management workspace
  • Create and use and entity templates
  • Copy configuration data between legal entities
  • Import and Export data and manage data by using Office Integration
  • Use Regression Suite Automation Tool (RSAT)
  • Create User acceptance Tests (UAT) and test plans
  • Create and work with Business Process Modeler (BPM)
  • Understand how to use Issue search

Agenda

1 - Use common functionality and implementation tools
  • Introduction
  • Identify and use common Dynamics 365 Finance and Operations apps features and functionality
  • Describe use cases for Power Platform apps and services
2 - Configure security, processes, and options
  • Introduction
  • Implement security
  • Design and create workflows
  • Configure Organization administration features
  • Configure System administration features
3 - Manage Dynamics 365 Finance and Operation data
  • Introduction
  • Manage data in Dynamics 365 Finance and Operations apps
  • Plan a migration strategy
  • Prepare data for migration and migrate data
  • Module Summary
4 - Validate and support the solution
  • Introduction
  • Test solutions in Dynamics 365 Finance and Operations apps
  • Implement Lifecycle Services tools
 

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