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MB-300: Microsoft Dynamics 365 Finance & Operations Core

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MB-300: Microsoft Dynamics 365 Finance & Operations Core Course Outline

Overview
This exam measures your ability to accomplish the following technical tasks: describe finance and operations apps, and extend apps by using Microsoft Power Platform technologies; configure administrative features and workflows; manage Finance and Operation data; and validate and support the solution.

Audience Profile
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.

Preparation for exam: MB-300

Skills gained
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

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

Course outline

Module 1: Use common functionality and implementation tools
In this module, you will learn get an introduction to Dynamics 365 Finance and Operations by learning Basic UI and Navigation. Students will also work with Power Platform tools that work with Finance and Operations apps.
Lessons
Introduction
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
Module Summary
Lab : Work with operational workspaces
Lab : Perform Searches and Work with Filters
Lab : Create search queries and save for future use
Lab : Work with record templates
Lab : Prepare, enable, and use business document management
Lab : Work with Saved Views
Lab : Setup Number Sequences
Lab : Configuring Address Books
Lab : Work with Operational Workspaces

Module 2: Configure administrative features and workflows
In this module, you will learn how to Implement Security in Finance and Operations Apps while also implementing workflows and business events. Students will Administer Finance and Operations Apps and implement reporting.
Lessons
Introduction
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
Module Summary
Lab : Create a Batch job
Lab : Create an organization hierarchy
Lab : Create an operating unit
Lab : Configure a new legal entity
Lab : Create a purchase requisition workflow
Lab : Run a security report and analyze the outputs
Lab : Set up segregation of duties
Lab : Create users and assign security roles

Module 3: Manage Dynamics 365 Finance and Operation data
In this module, you will learn how to Manage Finance and Operations data by planning for Data Migrations and work with apps with integrate with Finance and Operations apps.
Lessons
Introduction
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
Module Summary
Lab : Work with templates in the Data management workspace
Lab : Export and import data
Lab : Copy configuration data between legal entities
Lab : Use the Excel Workbook designer

Module 4: Validate and support the solution
In this module, you will learn how to manage applications and test solutions in Dynamics 365 Finance and Operations and Implement Lifecycle services (LCS) Tools.
Lessons
Introduction
Managing Applications in Dynamics 365 Finance and Operations
Implement Lifecycle Services (LCS) tools
Testing solutions in Dynamics 365 Finance and Operations apps
Module Summary
View outline in Word

AMB300

Attend hands-on, instructor-led MB-300: Microsoft Dynamics 365 Finance & Operations Core training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Dynamics 365 Courses and select the one that's right for you.

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