Course Overview
MB-300T00: Microsoft Dynamics 365: Core Finance and Operations is a course that provides an in-depth understanding of the core functionalities of Microsoft Dynamics 365 Finance and Operations. This course is designed for individuals who want to learn how to implement and configure the basic functionalities of the Finance and Operations module.
The course covers the following topics:
- Configuring and using the core functionalities of Finance and Operations
- Managing financial transactions and accounts
- Configuring and managing the general ledger
- Managing sales and purchase orders
- Managing inventory and production orders
- Configuring and managing the supply chain
By the end of the course, you will have a thorough understanding of how to configure and use the core functionalities of Microsoft Dynamics 365 Finance and Operations. You will also be able to manage financial transactions and accounts, configure and manage the general ledger, manage sales and purchase orders, manage inventory and production orders, and configure and manage the supply chain. This course is essential for anyone looking to work with Microsoft Dynamics 365 Finance and Operations.
Learning Options
Target audiences
- Microsoft Dynamics 365 Core Finance and Operations training is aimed at business professionals who want to learn how to better use the Dynamics 365 platform.
- It can be used for a variety of functions, including financial management, operations management, sales, customer service, warehouse management, manufacturing, human resources, and project management.
- The training will provide these professionals with the skills needed to set up and maintain an effective Dynamics 365 system to help their organization be more efficient and profitable.
- With the Core Finance and Operations training, users can gain knowledge on how to customize the system, search for and update records, configure security and permissions, and create dashboards for better visibility into key metrics.
- This training is ideal for those with a basic understanding of Dynamics 365 and a firm grasp of business processes and operations.
Schedule Dates
Dynamics-365, Microsoft
MB-300T00: Microsoft Dynamics 365: Core Finance and Operations
19/06/2023
Dynamics-365, Microsoft
MB-300T00: Microsoft Dynamics 365: Core Finance and Operations
25/09/2023
Dynamics-365, Microsoft
MB-300T00: Microsoft Dynamics 365: Core Finance and Operations
25/12/2023
Dynamics-365, Microsoft
MB-300T00: Microsoft Dynamics 365: Core Finance and Operations
25/03/2024
Curriculum
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Module 1: Course Overview
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Module 2: Use common functionality and implementation tools
- 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.
- Work with business document management.
- Navigate and efficiently use search filtering and create search queries.
- Understand and use record templates.
- Describe use cases for Power Platform apps and services.
- Identify when to use Power Platform in the Dynamics 365 Finance app
- Integrate Power BI with Dynamics 365 Finance apps.
- Introduction
- Identify and use common Dynamics 365 Finance and Operations apps features and functionality
- Describe use cases for Power Platform apps and services
- Module Summary
- Lab : Work with an operational workspace
- Lab : Prepare, enable, and use Business document management
- Lab : Perform searches and work with filters
- Lab : Create search queries and save for future use
- Lab : Work with record templates
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Module 3: Configure security, processes, and options
- Distinguish between roles, duties, privileges, and permissions.
- Apply security roles to users.
- Describe segregation of duties
- Run and analyze security reports
- Create and use workflow for approval.
- Configure workflow properties and elements.
- Set up and configure legal entities and operating units.
- Configure and troubleshoot number sequences.
- Create an organization hierarchy and assign purpose
- Describe and apply user options.
- Configure document handling for attachments.
- Configure print management and form setup 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
- Use the personalization feature.
- Set up and monitor batch jobs and alerts
- Introduction
- Implement security
- Design and create workflows
- Configure Organization administration features
- Configure System administration features
- Module Summary
- Lab : Create users and assign security roles
- Lab : Set up segregation of duties
- Lab : Run a security report and analyze the output
- Lab : Create a purchase requisition workflow
- Lab : Configure a new legal entity
- Lab : Create an operating unit
- Lab : Set up number sequences
- Lab : Create an Organization Hierarchy and assign purpose
- Lab : Use Excel workbook designer
- Lab : Create a batch job
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Module 4: Manage Dynamics 365 Finance and Operation data
- Manage data in Dynamics 365 Finance and Operations apps.
- Describe Data management concepts.
- Understand the Data management workspace overview.
- Work with templates in the Data management workspace
- Prepare data for import or create all necessary startup data including postal code data, customers, vendors, and products.
- Describe use cases for and types of data entities.
- Export data from a legal entity.
- Import data into a legal entity
- Copy configuration data between companies or legal entities by using the data management framework.
- Describe use cases for the dual-write feature
- Plan a migration strategy
- Identify common migration scenarios and tools in Dynamics 365 Finance and Operations apps
- Determine the scope for a migration.
- Identify relevant data entities and elements based on given scenarios.
- Establish migration strategy processes including migration scope.
- Prepare data for migration and migrate data.
- Create a checklist for proper planning for a given scenario prior to data migration.
- Identify and extract source data.
- Identify available data types for creating source data on a given scenario for data migration.
- 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.
- Introduction
- Manage data in Dynamics 365 Finance and Operations apps
- Plan a migration strategy
- Prepare data for migration and migrate data
- Module Summary
- Lab : Work with templates in the Data management workspace
- Lab : Export and import data
- Lab : Copy configuration data between legal entities
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Module 5: Validate and support the solution
- Describe the correlation between test cases and business requirements.
- Use best practices for recording test cases.
- Use Task recorder.
- Create a scenario for acceptance testing and save in a Business process modeler (BPM) library.
- Sync and configure your test plan in Azure DevOps.
- Execute your tests.
- Use Regression suite automation tool (RSAT).
- Create user acceptance tests (UAT) and test plans.
- Create and work with BPM.
- Use Issue search
In 2023, organizations will still need professionals who can implement and configure ERP solutions, manage financial transactions, and manage inventory and production orders. The skills learned in the MB-300T00 course will be in demand in various industries, including manufacturing, retail, finance, and more. Microsoft Dynamics 365 is continuously evolving with new features, improvements, and updates. Therefore, the skills learned in the MB-300T00 course will be relevant not only in 2023 but also in the future as organizations continue to adopt and upgrade their ERP systems.
The MB-300T00: Microsoft Dynamics 365: Core Finance and Operation certification is a globally recognized certification for Dynamics 365 finance and operations professionals. In UAE, the certification can be used to demonstrate proficiency in the following areas such as financial management, supply chain management, manufacturing, human resources management, project management, finally sales and marketing. With this certification, you can demonstrate your skills in Dynamics 365 finance and operations, and showcase your expertise to potential employers.
Companies prefer to hire professionals with an MB-300T00: Microsoft Dynamics 365: Core Finance and Operation certification to demonstrates that the professional has a strong understanding of Dynamics 365 finance and operations, which is a critical software for businesses to manage their financials, operations, and supply chain effectively. The professional has invested time and effort in learning and mastering the software, which is an indication of their commitment to their profession. It is to provide a level of assurance to companies that the professional has the necessary skills and knowledge to help them leverage the full potential of Dynamics 365 finance and operations, and deliver value to their organization.
Overall, hiring professionals with this certification enables companies to ensure that their Dynamics 365 finance and operations software is implemented, configured, and maintained by professionals who have the necessary skills and knowledge to do so effectively.
You will be expected to be responsible for analyzing business needs, configuring, and customizing Dynamics 365 Finance and Operations to meet those needs. You would also be responsible for training end-users on how to use the software. To be responsible for customizing Dynamics 365 Finance and Operations by developing new functionality or extending existing functionality using the X++ programming language. Managing the day-to-day operations of Dynamics 365 Finance and Operations, including maintaining the system, applying updates and patches, and troubleshooting issues. Implementation projects, including planning, executing, and controlling the project to ensure it is completed on time, within budget, and to the required quality standards.
