+1 (778) 681-0711

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

Duration: 2 Days (16 Hours)

MB 300 : Microsoft Dynamics 365: Core Finance and Operations Course Overview:

The MB 300: Microsoft Dynamics 365: Core Finance and Operations course is designed to provide comprehensive knowledge and skills related to core features in Dynamics 365 for Finance and Operations. This course covers essential topics such as core common features, core configuration, data migration, and preparing for the go-live phase of an implementation.
Through this course, participants will gain a deep understanding of the core functionalities and capabilities of Dynamics 365 for Finance and Operations. They will learn how to configure the system to meet specific business requirements, including setting up financial modules, managing inventory, and defining organizational structures. The course also covers best practices for data migration, ensuring a smooth transition from legacy systems to Dynamics 365.
Moreover, participants will explore the process of preparing for the go-live phase, including testing, training, and change management strategies. They will learn how to effectively deploy Dynamics 365 in a production environment and ensure a successful implementation.

Audience Profile

Consultants in the field of Dynamics 365 (both functional and technical) play a vital role in gathering and analyzing business requirements. They are responsible for translating these requirements into comprehensive business processes and solutions that adhere to industry best practices. These consultants are well-versed in implementing and configuring applications to meet specific business needs and requirements.
In the context of Dynamics 365 for Finance and Operations, consultants are proficient in implementing shared features that are utilized by various apps within the suite. They possess a solid understanding of how Dynamics 365 for Finance and Operations integrates with external systems and tools, including the Microsoft Power Platform.
To facilitate the application lifecycle management (ALM) process, consultants utilize tools such as Lifecycle Services (LCS), Azure DevOps, and other Microsoft platforms. They leverage these tools to manage and monitor the entire lifecycle of the application, from initial development to deployment and ongoing maintenance.
Continuous education is a key aspect of a consultant’s role. They stay updated with the latest product releases, review product roadmaps, participate in conferences, and engage in self-directed learning through resources like Microsoft Learn, Microsoft Docs, instructor-led training, blogs, and user communities. Additionally, consultants actively pursue role-based certifications and assessments to validate their knowledge and skills in the Dynamics 365 ecosystem.

Job role: Functional Consultant

Benefits of taking MB 300 : Microsoft Dynamics 365: Core Finance and Operations Training

Here are some of the benefits of taking MB 300 : Microsoft Dynamics 365: Core Finance and Operations Training:

Enhanced Career Prospects

  • Expand your career options: Gaining the MB-300 certification opens doors to a wider range of employment opportunities in finance, accounting, and business operations domains.
  • Increase your earning potential: Certified professionals with MB-300 credentials often command higher salaries compared to their non-certified counterparts.
  • Stand out in the job market: Differentiate yourself from competitors by demonstrating your expertise in Microsoft Dynamics 365: Core Finance and Operations and its application in real-world business scenarios.

Enhanced Professional Competence

  • Develop practical skills: Acquire hands-on proficiency in configuring, customizing, and managing Microsoft Dynamics 365: Core Finance and Operations to streamline financial and operational processes.
  • Gain in-depth knowledge: Expand your understanding of general ledger, accounts receivable and payable, financial reporting, budgeting, cash flow management, inventory management, and purchase order processing within Microsoft Dynamics 365: Core Finance and Operations.
  • Become a finance and operations expert: Equip yourself with the expertise to design, implement, and manage financial and operational systems that improve business efficiency and decision-making.

Enhanced Business Value

  • Improve financial performance: Contribute to improved financial performance, cost reduction, and profitability by implementing and optimizing Microsoft Dynamics 365: Core Finance and Operations.
  • Streamline financial and operational processes: Automate repetitive financial and operational tasks, eliminate manual workarounds, and streamline processes to enhance efficiency and reduce costs.
  • Gain insights into financial and operational data: Leverage data analytics and reporting tools in Microsoft Dynamics 365: Core Finance and Operations to gain deeper insights into financial performance, operational trends, and identify areas for improvement.
  • Make informed financial and operational decisions: Utilize data-driven insights to make informed decisions about financial strategies, resource allocation, and operational process improvement.
  • Enhance financial and operational compliance: Ensure compliance with financial regulations and internal control standards by implementing and maintaining proper financial and operational controls within Microsoft Dynamics 365: Core Finance and Operations.

Overall, taking MB 300 : Microsoft Dynamics 365: Core Finance and Operations Training can significantly enhance your career prospects, professional competence, and the value you bring to your organization’s financial and operational processes.

Introduction to Microsoft Dynamics 365
  • Explore Dynamics 365 applications.
  • Discover business value in Dynamics 365 applications and how they support digital transformation.
  • Learn about the role of artificial intelligence and mixed reality in Dynamics 365.
  • How workspaces drive productivity
  • Filtering techniques
  • Searching in finance and operations apps
  • Comparing views
  • The view and edit modes
  • The benefits of Dynamics 365 Finance.
  • An overview of features in Finance.
  • Discrete, lean, and process manufacturing methodologies
  • Unified manufacturing
  • How to configure production control for unified manufacturing
  • Capacity planning
  • Integration between the General ledger and the Production control modules
  • Production pools
  • How to work with allocation keys
  • IoT intelligence and insights in Supply Chain Management
  • Microsoft Learn documentation
  • In-product help
  • How to customize help topics
  • Protecting the privacy and personal data of your customers
  • Understand the functionality and tools of Lifecycle Services for finance and operations apps
  • Reuse existing assets, copy and share data
  • Understand Task recorder functionality
  • Create a business process model
  • Identify and analyze gaps using the Business Process Modeler
  • Run the Issue Search tool and analyze results
  • Prepare documentation for gathered requirements by using methodologies in Lifecycle Services.
  • Define use case scenarios.
  • Learn how to participate in the creation of Business requirement documents (BRD).
  • Understand the importance of creating and maintaining documented processes.
  • Participate in phase-based planning processes and solution design.
  • Describe the future state business processes based on a proposed solution.
  • Determine when to build versus buy.
  • Create Functional Design Documents (FDD).
  • Learn about the functionality and features of Dynamics 365 Translation Service.
  • Submit translation requests for user interface and documentation files of supported Dynamics 365 products.
  • Review and edit a translation request’s output to regenerate new translations.
  • Use the Align tool to create translation memory for future translation requests.
  • What the global address book is.
  • How the global address book works.
  • How to plan for the global address book, and other address books.
  • Create a legal entity and generate number sequences.
  • Create a number sequence.
  • Create organization hierarchies.
  • Assign purposes and policies to hierarchies.
  • Configure calendars and date intervals.
  • Understand security architecture of finance and operations apps
  • Learn about encryption in finance and operations apps
  • Manage users
  • Manage security
  • Apply segregation of duties
  • Run security reports
  • Stay compliant with user licensing requirements
  • Batch processing
  • Batch processing and batch servers
  • Planning for batch server topology
  • Planning for batch server management
  • Batch processing of reports
  • Copying a batch job
  • Active batch periods
  • Batch job manager security role
  • The Run by feature
  • How to unlock a journal
  • Use the workflow architecture, elements, and actions
  • Create and set up workflows
  • Configure workflow properties
  • Configure a manual task in a workflow
  • Configure an automated task in a workflow
  • Configure an approval process in a workflow
  • Assign users to workflow elements
  • Configure an approval step in a workflow
  • Use work items functionality
  • The Microsoft Dynamics 365 Unified Operations mobile app
  • Use cases for mobile apps
  • How to build and work with workspaces
  • Describe and apply user options
  • Differentiate between customization and personalization
  • Create, export, and import personalization
  • Create and maintain record templates
  • Use Saved views
  • Perform Microsoft Office integration in finance and operations apps
  • Configure email (SMTP/Exchange)
  • Create and maintain email templates
  • Set up network printing
  • Set up and enable Power BI
  • Integrate data from multiple sources into Microsoft Dataverse
  • Learn about the Feature management workspace in finance and operations apps.
  • Discover when and how to enable features, including how to disable and reschedule features.
  • Learn how to check for feature updates and assign roles.
  • Choose a data integration (import/export) strategy.
  • Identify common migration scenarios and tools in finance and operations apps.
  • Understand the Bring your own database (BYOD) feature.
  • Identify relevant (legacy) systems.
  • Identify and import static data that is common between industries.
  • Create and review test plans for data migration.
  • Identify and extract source data.
  • Identify relevant data entities and elements.
  • Generate field mapping between source and target data structures.
  • Test a data migration and validate output.
  • Support the transition between the existing and migrated systems.
  • Identify the correct pattern for a given scenario to use the Data management platform for integration by using data entities.
  • Work with the Data management workspace.
  • Export data from a legal entity.
  • Import data into a legal entity.
  • Work with data import and export jobs.
  • Clean up the staging tables.
  • Work with database movement operations.
  • Work with the data sharing framework.
  • Test cases and business requirements
  • Best practices for recording test cases
  • Task recorder
  • How to create a BPM library
  • How to synchronize and configure your test plan in Azure DevOps
  • How to run test cases manually and automatically
  • The Regression suite automation tool (RSAT)
  • Prepare for go-live
  • Complete the Microsoft Dynamics Lifecycle Services methodology
  • Perform User acceptance testing (UAT) for your solution
  • Understand the FastTrack Go-live assessment
  • Request the production environment
  • Different types of reports and inquiries in finance and operations apps
  • Financial reporting
  • Configuring finance and operations apps for Microsoft Power Platform
  • Generating and consuming inquiries and reports
  • Configure electronic reporting
  • Use barcode data sources to generate bar code images
  • Add a new electronic reporting provider and mark it as active
  • Generate an electronic document in a specific format
  • Create electronic reporting configurations

MB 300 : Microsoft Dynamics 365: Core Finance and Operations Course Prerequisites:

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
Q: What is MB-300T00: Microsoft Dynamics 365: Core Finance and Operations?

A: MB 300 is a training program offered by Microsoft that focuses on providing individuals with the knowledge and skills required to effectively use Microsoft Dynamics 365 for Core Finance and Operations. This training covers various aspects of finance and operations management and equips participants with the tools to streamline business processes and enhance financial management using Dynamics 365.

Next Course suggested is : MB-310T00: Microsoft Dynamics 365 Finance

A: The MB-300 training program is designed for finance professionals, operations managers, and individuals interested in learning how to leverage Microsoft Dynamics 365 for Core Finance and Operations to optimize their business processes. Whether you are new to Dynamics 365 or have some experience, this training will help you gain a deeper understanding of the finance and operations capabilities of the platform.

A: The training covers a range of topics, including:

  • Introduction to Microsoft Dynamics 365 Finance and Operations
  • Configuring and using financial management features
  • Managing inventory and supply chain processes
  • Planning and executing production processes
  • Sales order management and customer service
  • Reporting and analytics in Dynamics 365 Finance and Operations

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

A: By completing this training program, you will:

  • Gain a comprehensive understanding of Microsoft Dynamics 365 for Core Finance and Operations and its capabilities.
  • Learn how to configure and utilize financial management features to optimize financial processes.
  • Enhance your inventory and supply chain management skills to streamline operations.
  • Acquire knowledge of production planning and execution processes to optimize manufacturing operations.
  • Understand how to effectively manage sales orders and provide excellent customer service.
  • Learn how to leverage reporting and analytics capabilities to gain insights and make data-driven decisions.

A: The MB-300 training can be delivered through various methods, including in-person instructor-led training, virtual instructor-led training.

A: Yes, after completing the MB-300 training, you have the option to take the Microsoft certification exam MB-300: Microsoft Dynamics 365: Core Finance and Operations. This exam validates your knowledge and skills in using Dynamics 365 for Core Finance and Operations. However, passing the exam is not mandatory to complete the training program.

A: Yes, upon passing the MB-300 certification exam, you will earn the Microsoft Certified: Dynamics 365: Core Finance and Operations Functional Consultant Associate certification. This certification demonstrates your expertise in Dynamics 365 for Core Finance and Operations and validates your ability to streamline business processes and enhance financial management.

A: The duration of the training program can vary depending on the delivery method and the depth of coverage. In-person or virtual instructor-led training programs may span several days, covering the comprehensive content.

A: To schedule exam visit Microsoft learn for the MB-300: Microsoft Dynamics 365: Core Finance and Operations exam.

Discover the perfect fit for your learning journey

Choose Learning Modality

Live Online

  • Convenience
  • Cost-effective
  • Self-paced learning
  • Scalability

Classroom

  • Interaction and collaboration
  • Networking opportunities
  • Real-time feedback
  • Personal attention

Onsite

  • Familiar environment
  • Confidentiality
  • Team building
  • Immediate application

Training Exclusives

This course comes with following benefits:

  • Practice Labs.
  • Get Trained by Microsoft Certified Trainers (MCT).
  • Access to the recordings of your class sessions for 90 days.
  • Digital courseware
  • Experience 24*7 learner support.

Got more questions? We’re all ears and ready to assist!

Request More Details

Please enable JavaScript in your browser to complete this form.

Subscribe to our Newsletter

Please enable JavaScript in your browser to complete this form.
×