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


2 Days


Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

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
  • 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.

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    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
  • Agenda

    1 - Use common functionality and implementation tools

    • Introduction to Dynamics 365 Finance and Operations
    • Basic UI and Navigation
    • Dynamics 365 Finance & Operations Features and Functionality
    • Power Platform tools that work with Finance and Operations apps

    2 - Configure administrative features and workflows

    • Implementing Security in Finance and Operations Apps
    • Implementing Dynamics 365 Finance and Operations apps workflows and business events
    • Planning and Implementing an organization in Dynamics 365 Finance and Operations
    • Administering Finance and Operations Apps
    • Implement Reporting in Dynamics 365 Finance and Operations

    3 - Manage Dynamics 365 Finance and Operation data

    • Manage data in Dynamics 365 Finance and Operations apps
    • Plan for Data Migration
    • Introduction to AppSource and ISV solutions
    • Dynamics 365 Finance and Operations integration

    4 - Validate and support the solution

    • Managing Applications in Dynamics 365 Finance and Operations
    • Implement Lifecycle Services (LCS) tools
    • Testing solutions in Dynamics 365 Finance and Operations apps

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