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MB-300
Microsoft Dynamics 365: Core Finance and Operations

Szkolenie zostało wycofane. Zobacz aktualną wersję szkolenia:

MB-310 - Microsoft Dynamics 365 Finance

DLA KOGO?
Functional Consultant
STOPIEŃ TRUDNOŚCI

Łatwy (100) – szkolenie wstępne, poglądowe

<Średni (200) – szkolenie rozszerza wiedzę z poziomu 100 o szczegółowe zagadnienia

Trudny (300) – szkolenie rozszerza wiedzę z poziomu 200 o zaawansowane zagadnienia

Ekspert (400) – szkolenie zakłada ekspercki poziom wiedzy i doświadczenia oraz zapewnia dogłębną analizę zagadnienia

Łatwy
CZAS TRWANIA
2 dni
METODA SZKOLENIA
Zdalnie (vILT)

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.

DLA KOGO?

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.

ZDOBYTE UMIEJĘTNOŚCI

After completing this course, students will be able to:

  • 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

EGZAMIN

Szkolenie przygotowuje do egzaminu: MB-300 - Microsoft Dynamics 365: Core Finance and Operations

Module 1: Use common functionality and implementation tools

  • 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

  • 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

  • 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

  • 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
Zobacz szczegółową agendę
A

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
  • The student should be able to take a synchronous, virtual course and communicate feedback in a positive, constructive manner

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