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.

ACQUIRED SKILLS

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

EXAM

This course is the preferred choice for hands-on preparation for Exam: MB-300 - Microsoft Dynamics 365: Core Finance and Operations