Retired : Microsoft Dynamics 365 Core Finance And Operations Training in Albany, NY

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