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

Module 1: Use common functionality and implementation tools In this module, you will learn to: • Utilize common functionality and implementation tools. • Describe use cases for and capabilities of workspaces. • Use and personalize operational workspaces. • Describe case management. • Explain global address book features and their use cases. • Identify inquiry and report types available in a standard installation. • Describe use cases for business document management and electronic reporting features. • Work with business document management. • Navigate efficiently and utilize search, filtering, and query creation. • Understand and apply 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. Lessons

• 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

Module 2: Configure security, processes, and options In this module, you will learn to: • Distinguish between roles, duties, privileges, and permissions. • Apply security roles to users. • Describe segregation of duties. • Run and analyze security reports. • Create and implement approval workflows. • 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 purposes. • 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. Lessons

• Introduction
• Implement security
• Design and create workflows
• Configure Organization administration features
• Configure System administration features
• Module Summary

Module 3: Manage Dynamics 365 Finance and Operation data In this module, you will learn to: • Manage data within 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 necessary startup data, including postal codes, customers, vendors, and products. • Describe use cases 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 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 specific scenarios. • Establish migration strategy processes, including migration scope. • Prepare data for migration and execute the migration. • Create a checklist for proper planning prior to data migration for a given scenario. • Identify and extract source data. • Identify available data types for creating source data for a given migration scenario. • Generate field mapping between source and target data structures. • Import or export data using the data management framework. • Support the transition between existing and migrated systems. • Perform a test migration and validate the 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

Module 4: Validate and support the solution In this module, you will learn to: • Describe the correlation between test cases and business requirements. • Apply best practices for recording test cases. • Use the Task recorder. • Create a scenario for acceptance testing and save it in a Business process modeler (BPM) library. • Sync and configure your test plan in Azure DevOps. • Execute your tests. • Use the 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