Retired : Microsoft Dynamics 365 Core Finance And Operations Training in Auckland

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Retired : Microsoft Dynamics 365 Core Finance and Operations MB300

Auckland

Complete the Lifecycle Services (LCS) methodology.
Best practices for recording test cases.
Work with the Data management workspace.

Dates & Prices Dates & Prices

Course information

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

Who should attend this Microsoft Dynamics 365 Core Finance and Operations MB300 Course?

The Microsoft Dynamics 365 Core Finance and Operations Course focuses on providing professionals with a foundational understanding of the core functionalities of the Dynamics 365 Finance and Operations application. It can be beneficial for a wide range of professionals, including:

ERP Consultants
Business Analysts
Functional Consultants
ERP Project Managers
IT Managers
Process Improvement Specialists
HR Managers

Prerequisites of the Microsoft Dynamics 365 Core Finance and Operations MB300 Course

There are no formal prerequisites for this Microsoft Dynamics 365 Core Finance and Operations MB300 Course. However, a basic knowledge of ERP and CRM concepts can be beneficial for delegates.

Microsoft Dynamics 365 Core Finance and Operations Course Overview | MB300

The Microsoft Dynamics 365 Core Finance and Operations (MB-300) Course serves as a foundational introduction to the integrated management of finance and operations. This course is critical for professionals looking to streamline business processes and enhance financial performance using Microsoft Dynamics 365 technology.

Understanding this subject is essential for IT professionals, Financial Analysts, and Operations Managers aiming to leverage Dynamics 365 to optimise their business operations. Mastery of these tools facilitates improved decision-making and operational efficiency, crucial in today's competitive business environment.

The 1-day training provided by The Knowledge Academy equips delegates with the necessary skills to navigate and configure the core functionalities of Dynamics 365. This intensive session ensures that participants gain hands-on experience, setting the groundwork for further specialised learning and application.

Course Objectives

To introduce the basic concepts and architecture of Microsoft Dynamics 365 for Finance and Operations
To familiarise participants with the core modules of finance, human resources, and operations management
To provide practical skills in setting up and configuring the basic functionalities within Dynamics 365
To enhance understanding of data management and integration for streamlined operations
To develop the ability to troubleshoot common issues and understand system maintenance

Upon completion of this course, delegates will possess a robust foundation in Microsoft Dynamics 365 Core Finance and Operations, enabling them to implement and manage the system effectively within their organisations.

What’s included in this Microsoft Dynamics 365 Core Finance and Operations MB300 Course?

World-Class Training Sessions from Experienced Instructors
Digital Delegate Pack

Why choose us

Our Auckland venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Auckland is located in the North Island of New Zealand and is the largest area in the country. The population in Auckland is around 1,414,000 which makes up 31% of the entire countries population. Auckland was ranked 9^th in the ‘World’s Most Liveable Places’ study in 2015. Auckland’s urban area has around 340 primary schools, 80 secondary schools and 29 combined schools catering for nearly 250,000 people. Auckland is also home to Rangitoto College which is the largest school in New Zealand housing over 3065 students. Auckland is home to some of the largest Universities in New Zealand and is renowned for its overseas language education, with a huge amount of foreign students choosing to study there. Some of the most acclaimed Universities in Auckland are: University of Auckland, Auckland University of Technology, Massey University, Manukau Institute of Technology and Unitec New Zealand. The University of Auckland is the largest and highest ranked university in the country. The University of Auckland was founded in 1883 and is made up of over 8 faculties and houses more than 40,000 students. The University of Auckland offers students various areas of study, such as Faculty of Arts, Business School, Faculty of Science and Faculty of Medical and Health Sciences. Massey University is another university situated in Auckland, Massey University houses over 35,000 students with 17,000 of those being distance learning students. Massey University is the only university in New Zealand that offers degrees in nanoscience, veterinary medicine and aviation. Massey University was established in 1927 and has links with the USA, Australia, Canada and Britain. The Unitec Institute of Technology is the largest institute of technology in Auckland and has over 16,000 students. The Institute was established in 1976. The Institute offers students degree programs in arts, business and technical subjects at bachelors, masters and doctoral level. The Manukau Institute of Technology was established in 1970 and houses over 25,000 students. The Manakau Institute of Technology offers students areas of study such as; Hospitality, Computing & IT, English Language, Engineering and Sport. The Manakau Institute of Technology has close connections with other institutes such as; University of Auckland, Te Wananga o Aotearoa and the Unitec Institute of Technology.

Address

Level 2, Regus Building, 6 Clayton Street

T: +64 98874342

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Retired : Microsoft Dynamics 365 Core Finance And Operations Training in Auckland. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Learn more in our FAQs

Unlock your potential with The Knowledge Academy's Retired : Microsoft Dynamics 365 Core Finance And Operations Training in Auckland, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Learn more in our FAQs

Experience the most sought-after learning style with The Knowledge Academy's Retired : Microsoft Dynamics 365 Core Finance And Operations Training in Auckland. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Retired : Microsoft Dynamics 365 Core Finance And Operations Training in Auckland sessions.

Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Learn more in our FAQs

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

Learn more in our FAQs

What our customers are saying

Retired : Microsoft Dynamics 365 Core Finance And Operations Training in Auckland FAQs

What time shall I arrive at the venue?

Please arrive at the venue at 8:45am.

What are the pre-requisites?

There are no pre-requisites to attend this course.

Who should attend this course?

This course is for IT Professionals who wish to learn about Microsoft 365.

Do you offer support for the course?

We are able to provide support via phone & email prior to attending, during and after the course.

What is included in the course?

Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments

What is the duration of this course?

This course is 3 day(s)

How long until I receive the course confirmation details?

Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts

What is the cost/training fees for Retired : Microsoft Dynamics 365 Core Finance and Operations MB300 in Auckland?

The training fees for Retired : Microsoft Dynamics 365 Core Finance and Operations MB300in Auckland starts from NZD3295

Which is the best training institute/provider of Retired : Microsoft Dynamics 365 Core Finance and Operations MB300 in Auckland?

The Knowledge Academy is the Leading global training provider for Retired : Microsoft Dynamics 365 Core Finance and Operations MB300.

What are the best Microsoft Dynamics 365 Training courses in Auckland?

Please see our Microsoft Dynamics 365 Training courses available in Auckland

Why choose us

Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

Trusted & Approved

Microsoft Dynamics 365 Training

Many delivery methods

Flexible delivery methods are available depending on your learning style.

High quality resources

Resources are included for a comprehensive learning experience.

"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water