MB300T00: Microsoft Dynamics 365: Core Finance and Operations

Course DateStart TimeEnd TimeTime ZoneLocationDaysPrice
Call for In Class or Live Virtual Dates2$1,545 USDPurchase


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


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


  • 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


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