Retired : Microsoft Dynamics 365 Core Finance And Operations MB300 - Canada

Microsoft Dynamics 365 Core Finance and Operations MB300 Course Outline

Within this Microsoft training course, you will learn the following modules;

Module 1: Introduction to Microsoft Dynamics 365

• Introduction
• Digital Transformation Is Business Transformation
• Microsoft Business Applications
• Artificial Intelligence
• Mixed Reality
• Check Your Knowledge

Module 2: Navigate Finance and Operations Apps

• Introduction
• Navigation Elements
• See How Workspaces Drive Productivity
• Use Filtering Techniques
• Search in Finance and Operations Apps
• Compare Views
• How to Use View and Edit Modes

Module 3: Get Started with Dynamics 365 Finance

• Introduction
• Benefits of Dynamics 365 Finance
• Overview
• General Ledger
• Cash and Bank Management
• Tax
• Accounts Payable
• Accounts Receivable
• Credit and Collections
• Budgeting
• Fixed Assets
• Cost Accounting
• Electronic Invoicing
• Lab - Explore Dynamics 365 Finance

Module 4: Get Started with Production Control in Dynamics 365 Supply Chain Management

• Introduction
• Core Concepts in Production Control
• Understand Unified Manufacturing
• Manufacturing Principles
• Overview of the Production Process and Production Life Cycle
• Batch Orders
• Discrete Manufacturing
• Process Manufacturing
• Lean Manufacturing
• Configure Production Control for Unified Manufacturing
• Capacity Planning
• Integration Between the General Ledger and the Production Control Modules
• IoT Intelligence and Insights
• Describe the Value Proposition for Mixed-Reality Guides for Production Floor Workers
• Lab - Explore Production Control

Module 5: Get Help and Learn More About Finance and Operations Apps

• Introduction
• Microsoft Learn Site
• In-Product Help
• Customise Help Topics
• Protecting the Privacy and Personal Data of Your Customers

Module 6: Get Started with Lifecycle Services for Finance and Operations Apps

• Introduction
• Understand the Functionality and Tools of Lifecycle Services
• Determine Licensing Requirements
• Lifecycle Services Security
• Reuse Existing Assets, Copy, and Share Data
• Perform Actions in the Asset Library
• Work with the Task Recorder
• Business Process Modeler (BPM)
• Support Options
• Get Product Updates from Lifecycle Services
• Exercise - Use the Task Recorder to Create and Edit a Recording
• Exercise - Create a Business Process in the Business Process Modeler
• Exercise - Create a Support Incident

Module 7: Design and Plan an Implementation of Finance and Operations Apps

• Introduction
• Use Implementation Methodologies for a Successful Implementation
• Cloud Implementation - Analysis
• Cloud Implementation - Design and Develop
• Cloud Implementation - Test
• Cloud Implementation - Deploy and Operate
• On-Premises Implementation - Analysis
• On-Premises Implementation - Design and Develop
• On-Premises Implementation - Test, Deploy, and Operate
• Gathering and Analysing the Requirements
• Create Functional Design Documents (FDD)

Module 8: Translate Dynamics 365 Apps and Documentation with Dynamics 365 Translation Service

• Introduction
• Access Dynamics 365 Translation Service
• Types of Requests
• Reuse Translations (Recycling)
• Custom-Trained Machine Translation System
• Exercise – Create, Review, and Regenerate a User Interface Translation Request
• Exercise – Create, Review, and Regenerate a Documentation Translation Request
• Exercise – Create a Translation Memory File

Module 9: Plan and Configure the Global Address Book in Finance and Operations Apps

• Introduction
• How the Global Address Book Works
• Plan for the Global Address Book and Other Address Books
• Lab - Configure Address Books
• Lab - Add a New Record and Check for Duplicates

Module 10: Plan and Implement Legal Entities in Finance and Operations Apps

• Introduction
• Create a Legal Entity
• Create a Number Sequence
• Understand Organisational Hierarchies and Operating Units
• Plan Your Organisational Hierarchy
• Decide Whether to Model Internal Organisations as Legal Entities or Operating Units
• Best Practices for Modeling Organisations and Hierarchies
• Apply Purposes and Policies
• Distributed Order Management (DOM) Policy
• Configure Calendars and Date Intervals
• Lab - Configure a New Legal Entity
• Lab - Create an Operating Unit
• Lab - Create an Organisation Hierarchy
• Lab - Set Up a Number Sequence

Module 11: Plan and Implement Security in Finance and Operations Apps

• Introduction
• Understand the Security Architecture
• Encryption in Finance and Operations Apps
• Manage Users and Security
• Set Up and Apply Segregation of Duties
• Run Security Reports
• Stay Compliant with User Licensing Requirements
• Security Diagnostics for Task Recordings
• Extensible Data Security Policies
• Exercise - Import a User and Assign Security Role
• Lab - Work with Security

Module 12: Set Up Batch Jobs in Finance and Operations Apps

• Overview of Batch Processing
• Batch Processing and Batch Servers
• Batch Processing of Reports and Setup of Alerts
• Copy a Batch Job
• Batch Job Manager Role
• Unlock a Journal
• Lab - Work with Batch Jobs and Set Up Alerts

Module 13: Work with Workflows in Finance and Operations Apps

• Introduction
• Workflow Types for Business Processes
• Create and Set Up Workflows
• Assign Users to Workflow Elements
• Use the Daily Journal Workflow
• Lab - Create a Purchase Requisition Workflow

Module 14: Design and Build Mobile Apps for Finance and Operations Apps

• Introduction
• Demonstration
• Overview of the Dynamics 365 Unified Operations Mobile App
• Page Design Guidelines
• Action Design Guidelines
• Form Design Requirements
• Design Considerations
• Understand Use Cases for Mobile Apps
• Get the Dynamics 365 Unified Operations Mobile App

Module 15: Personalise Finance and Operations Apps

• Introduction
• Understand the Differences Between Customisation and Personalisation
• Apply User Options
• Implicit Personalisation
• Explicit Personalisation
• Administer Personalisation
• Saved Views
• Personalisation Toolbar
• Personalise a Workspace
• Personalise a Dashboard
• Personalise Inventory Dimensions
• Create and Maintain Record Templates
• Lab - Personalise User Options
• Lab - Create and Use a Record Template

Module 16: Implement Common Integration Features in Finance and Operations Apps

• Introduction
• Microsoft Office Integration
• Excel Workbook Designer
• Document Management
• Configure Email (SMTP/Exchange)
• Create an Email Template
• Power BI in Finance and Operations
• Print Management
• Integrate Data from Multiple Sources into Microsoft Dataverse for Apps
• Lab - Work with Microsoft Office Integration

Module 17: Feature Management in Finance and Operations Apps

• Introduction
• Feature Management Workspace
• Feature States
• Enable a Feature
• Reschedule a Feature
• Disable a Feature
• Features That Must Be Enabled
• Enable All Features
• Check for Updates
• Assign Roles
• Features That Use Configuration Keys
• Data Entities

Module 18: Prepare Data for Migration to Finance and Operations Apps

• Introduction
• Select a Data Integration (Import/Export) Strategy
• Common Migration Scenarios and Tools
• Bring Your Own Database (BYOD)
• Test a Data Migration and Validate Output

Module 19: Work with Data Management in Finance and Operations Apps

• Introduction
• Data Management Concepts
• Use Data Entities for Data Management and Integration
• Work with the Data Management Workspace
• Using Standard and Enhanced Views for Tiles
• Use Templates in Data Management
• Export, Import, and Copy Data into a Legal Entity
• Lab - Explore the Data Management Workspace
• Lab - Export Data Using the Data Management Workspace
• Database Movement Operations
• Data Sharing Framework

Module 20: Perform User Acceptance Testing in Finance and Operations Apps

• Introduction
• Create User Acceptance Test Libraries
• Record Test Cases and Save to BPM
• Synchronise and Configure Your Test Plan in Azure DevOps
• Run User Acceptance Tests
• Data Task Automation
• Exercise - Build Test Scripts to Test Business Functionality

Module 21: Prepare to Go-Live with Finance and Operations Apps

• Introduction
• Understand the Go-Live Process
• Complete the Lifecycle Services Methodology
• Perform User Acceptance Testing (UAT) for Your Solution
• FastTrack Go-Live Assessment
• Request a Production Environment

Module 22: Work with Analytics and Reporting in Finance and Operations Apps

• Introduction
• Understand Different Types of Reports and Inquiries
• Financial Reporting
• Find Inquiries and Reports
• Generate and Consume Inquiries and Reports
• Configure Finance and Operations Apps for Microsoft Power Platform
• Lab - Work with Reports

Module 23: Configure Electronic Reporting in Dynamics 365 Finance

• Introduction
• Configure Electronic Reporting
• Use Barcode Data Sources to Generate Barcode Images
• Lab - Generate Electronic Documents for Payments