MB300T00: Microsoft Dynamics 365: Core Finance and Operations

Microsoft Dynamics 365: Core Finance and Operations

This course covers the following core features in Dynamics 365: core common features, core configuration, data migration, and preparing to go live.

Duration: 2 Days

Prerequisites

• Use Dynamics 365 for Finance and Operations for basic processing
• General knowledge of Microsoft Windows
• General knowledge of basic mobile device features and navigation

Audience

• Functional Consultants

Learning Objectives

• How to navigate and efficiently use search, filtering, and queries
• How to use operational workspaces
• Work with Business Document Management
• Work with record templates
• Integrate Power BI with Dynamics 365 Finance and Operations apps
• How to personalize workspaces
• Identify when to use Power Platform in Dynamics 365 Finance and Operations app
• How to apply security roles to users
• Run and analyze security reports
• Create and use workflow for approval
• Work with Organization Hierarchy and its purposes
• How to use personalization features
• Use Data Management workspace
• Create and use entity templates
• Copy configuration data between legal entities
• Import and export data and manage data by using Office Integration
• Use Regression Suite Automation Tool
• Create User acceptance Tests and test plans
• Create and work with Business Process Modeler
• Understand how to use Issue search

Topics

• Use Common Functionality and Implementation Tools
• Configure Security, Processes, and Options
• Manage Dynamics 365 Finance and Operation Data
• Validate and Support the Solution