MB-300 Microsoft Finance and Operations Core

Course code: MB300P

Aplikace Dynamics 365 Finance and Operations zahrnují, ale nejsou omezeny na Dynamics 365 Finance, Dynamics 365 Supply Chain Management a Dynamics 365 Supply Chain Management, Manufacturing. Dynamics 365 Finance vám pomůže:

  • Automatizovat a modernizovat své globální finanční operace.
  • Sledovat výkon v reálném čase, předvídat budoucí výsledky a provádět rozhodnutí založená na datech, abyste podpořili růst firmy.
  • Řídit strategická finanční rozhodnutí pomocí umělé inteligence (AI), sjednotit a automatizovat finanční procesy, snížit provozní náklady a snížit globální finanční složitost a rizika.

Dynamics 365 Supply Chain Management vám pomůže:

  • Transformovat výrobu a operace dodavatelského řetězce.
  • Využít prediktivní přehledy a inteligenci z AI a internetu věcí (IoT) v rámci plánování, výroby, zásob, skladů a řízení dopravy.
  • Maximalizovat provozní efektivitu, kvalitu produktů a ziskovost.
  • Inovovat pomocí inteligentních výrobních operací, modernizovat řízení skladu, optimalizovat výkonnost výroby, maximalizovat životnost svých aktiv a automatizovat a zefektivnit dodavatelský řetězec.
775 EUR

938 EUR including VAT

The earliest date from 13.02.2023

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Starting date: 13.02.2023

Type: In-person/Virtual

Course duration: 2 days

Language: en/cz

Price without VAT: 775 EUR

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Starting date: 24.04.2023

Type: In-person/Virtual

Course duration: 2 days

Language: en/cz

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Starting date: 22.05.2023

Type: In-person/Virtual

Course duration: 2 days

Language: en/cz

Price without VAT: 775 EUR

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Starting date: 14.08.2023

Type: In-person/Virtual

Course duration: 2 days

Language: en/cz

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Starting date: 02.10.2023

Type: In-person/Virtual

Course duration: 2 days

Language: en/cz

Price without VAT: 775 EUR

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Starting date: 04.12.2023

Type: In-person/Virtual

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Language: en/cz

Price without VAT: 775 EUR

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Starting date: Individual

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Course duration: 2 days

Language: en/cz

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Starting
date
Place
Type Course
duration
Language Price without VAT
13.02.2023 In-person/Virtual 2 days en/cz 775 EUR Register
24.04.2023 In-person/Virtual 2 days en/cz 775 EUR Register
22.05.2023 In-person/Virtual 2 days en/cz 775 EUR Register
14.08.2023 In-person/Virtual 2 days en/cz 775 EUR Register
02.10.2023 In-person/Virtual 2 days en/cz 775 EUR Register
04.12.2023 In-person/Virtual 2 days en/cz 775 EUR Register
Individual In-person/Virtual 2 days en/cz 775 EUR Register
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Target group

A Dynamics 365 for Finance and Operations 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 structure

Module 1: Describe Finance and Operations apps and extend apps by using Microsoft Power Platform technologies

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

After completing this module, students will be able to:

  •  Use common functionality and implementation tools .
  • Describe use 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.
  • The Finance and Operations apps available for different business processes
  • Describe use cases for Power Platform apps and services.
  • Integrate Power BI with Dynamics 365 Dynamics 365 Finance apps.

Module 2: Configure administrative features and workflows

Lessons

  • 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

You have learned how to:

  • 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
  • Configure email (SMTP/Exchange).
  • Create and maintain email templates.
  • Use personalization feature.
  • Set up and monitor batch jobs and alerts.

Module 3: Manage Dynamics 365 Finance and Operation data

In this module, you will learn how to:

  • 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.

Lessons

  • 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

In this module, you learned how to:

  • 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
  • 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 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.

Module 4: Validate and support the solution

In this module, you will learn how to:

  • 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.

Lessons

  • Introduction
  • Test solutions in Dynamics 365 Finance and Operations apps
  • Implement Lifecycle Services tools
  • Module Summary

In this module, you learned how to:

  • Under stand the correlation between test cases and business requirements
  • Build test cases to test business functionality without the need to be a developer
  • Use the Task recorder functionality to create a business process model in Lifecycle Services
  • Identify any missing functionality by identifying and analyzing gaps using the BPM
  • Use the Regression suite automation tool (RSAT)
  • Understand what the FastTrack Go-live assessment is
  • How to assist the customer to request the production environment

Prerequisites

Basic understanding of ERP, CRM concepts.

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