Microsoft Dynamics 365: Core Finance and Operations MB 300 Certification Training Course Singapore.

Microsoft Dynamics 365: Core Finance and Operations Course Overview

The Microsoft Dynamics 365 Core Finance and Operations (MB 300T00) Certification training course is a two-day instructor-led training program ideal for those who want to master using Microsoft Dynamics 365 to optimize their financial operations. The certification course teaches learners different tools in Microsoft Dynamics 365 to successfully modernize various processes and applications at their organization. This includes multiple sectors such as supply chain management, finance, manufacturing, production, and more. The certification course empowers working professionals to automate all parts of the operations process, starting from planning to logistics and transportation.

Module 1: Course Overview

Learning Objectives

Module Overview

Module 2: Use common functionality and implementation tools

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.

Work with business document management.

Navigate and efficiently use search filtering and create search queries.

Understand and use 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.

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

Lab : Work with an operational workspace

Lab : Prepare, enable, and use Business document management

Lab : Perform searches and work with filters

Lab : Create search queries and save for future use

Lab : Work with record templates

Module 3: Configure security, processes, and options

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-in.

Configure email (SMTP/Exchange)

Create and maintain email templates

Use the personalization feature.

Set up and monitor batch jobs and alerts

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

Module 4: Manage Dynamics 365 Finance and Operation data

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.

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

Module 5: Validate and support the solution

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