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
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